2023-07-13T17:01:09-04:00 2022-12-31 522212837 GREENE FINNEY CAULEY LLP 211 E BUTLER RD STE C6 MAULDIN SC 296622170 990 2022-01-01 571070433 UPSTATE FOREVER UPST 8642500500 507 PETTIGRU STREET GREENVILLE SC 29601 ANDREA COOPER EXECUTIVE DIRECTOR 8642500500 2023-07-12 true ANDREA COOPER 999009999 false CHRISTOPHER S CAULEY P00534004 8644517381 2023-07-12 2022 2023-04-26 12:10:37Z ERWIN MADDREY 507 PETTIGRU STREET GREENVILLE SC 29601 2674312 false X WWW.UPSTATEFOREVER.ORG X 1998 SC UPSTATE FOREVER IS A CONSERVATION ORGANIZATION WITH A MISSION TO PROTECT CRITICAL LANDS, WATERS, AND THE UNIQUE CHARACTER OF THE UPSTATE OF SOUTH CAROLINA. 16 16 29 85 0 1655804 2328556 22250 197497 143594 28949 0 1882250 2494400 7950 0 1463649 1826841 0 487029 704470 855986 2168119 2690777 -285869 -196377 8968983 7494973 71600 81483 8897383 7413490 X UPSTATE FOREVER IS A CONSERVATION ORGANIZATION WITH A MISSION TO PROTECT CRITICAL LANDS, WATERS, AND THE UNIQUE CHARACTER OF THE UPSTATE OF SOUTH CAROLINA. false false 758230 THE UPSTATE FOREVER LAND CONSERVATION PROGRAM IS ACCREDITED BY THE LAND TRUST ACCREDITATION COMMISSION AND HAS PROTECTED 30,169 ACRES THORUGH 150 CONSERVATION EASEMENTS IN THE UPSTATE OF SOUTH CAROLINA. 25% OF THE EASEMENTS PROVIDE PUBLIC ACCESS AND 29% ARE WORKING FARMS. IN 2022, UPSTATE FOREVER HELPED TO PRESERVE FIVE PROJECTS TOTALING ABOUT 796 ACRES AND INITIATED A LAND MANAGEMENT PROGRAM TO HELP RESTORE HABITAT ON CONSERVATION EASEMENT PROPERTIES. 405188 IN 2022, THE CLEAN WATER PROGRAM COLLABORATED WITH DRINKING WATER UTILITIES IN PICKENS AND ANDERSON COUNTIES IN SOUTH CAROLINA TO DEVELOP A SOURCE WATER PROTECTION PLAN IN THE TWELVEMILE CREEK WATERSHED. THIS WATERSHED PLAN IS BEING DEVELOPED IN PARTNERSHIP WITH CLEMSON UNIVERSITY'S CENTER FOR WATERSHED EXCELLENCE AND HELPS TO PROTECT THIS CRITICAL DRINKING WATER RESOURCE BY DEVISING POLLUTION REDUCTION STRATEGIES FOR BACTERIA, NUTRIENT, AND SEDIMENT POLLUTION IN THESE AREAS. THE ORGANIZATION WORKED WITH PARTNERS TO INSTALL A VARIETY OF BEST MANAGEMENT PRACTICES TO REDUCE WATER POLLUTION INCLUDING REPAIRING SEPTIC SYSTEMS, INSTALLING AGRICULTURAL PROJECTS (I.E., CROSS FENCING, ALTERNATE WATERING SOURCES, COVER CROPS) AND PERMANENTLY PROTECTING LAND IN THE TYGER RIVER WATERSHED IN GREENVILLE AND SPARTANBURG COUNTIES AND IN THE THREE AND TWENTY CREEK WATERSHED IN ANDERSON COUNTY. THE ORGANIZATION ALSO PARTICIPATED AS A STAKEHOLDER ON THE STATE WATER PLANNING PROCESS ADVISORY COMMITTEE IN THE DEVELOPMENT OF THE STATE WATER PLAN AND SERVED ON THE BROAD RIVER BASIN COUNCIL TO DEVELOP A SUSTAINABLE AND EQUITABLE WATER RESOURCE ALLOCATION PLAN FOR THE BROAD RIVER BASIN. THE ORGANIZATION HAD REPRESENTATION ON THE BOARD OF THE LAKE KEOWEE SOURCE WATER PROTECTION TEAM AND THE LAKE HARTWELL PARTNERS FOR CLEAN WATER. THE ORGANIZATION ALSO COLLABORATED WITH THE REEDY RIVER WATER QUALITY GROUP TO IMPROVE WATER QUALITY IN THE REEDY RIVER WATERSHED THROUGH LOCAL ENGAGEMENT. ADDITIONAL ACTIVITIES INCLUDED CONDUCTING AN EDUCATIONAL AND OUTREACH CAMPAIGN TO INCREASE THE PUBLIC UNDERSTANDING AND APPRECIATION FOR HAVING ACCESS TO CLEAN, RELIABLE WATER; PUBLISHING WATER-RELATED NEWS IN QUARTERLY NEWSLETTERS; AND PROVIDING COMMENTS TO STATE AND FEDERAL AGENCIES REGARDING ANY PERMITS WITH ANY POTENTIAL IMPACTS TO WATER QUALITY AND QUANTITY ACROSS UPSTATE SC. 239900 13250 LAND PLANNING AND POLICY: IN 2022 LAND PLANNING AND POLICY STAFF ENGAGED WITH LOCAL ELECTED AND APPOINTED OFFICIALS AND GOVERNMENT STAFF ON ISSUES RELATED TO SMARTER LAND DEVELOPMENT. THEY ALSO PARTICIPATED IN EDUCATION AND ADVOCACY EFFORTS WITH TRANSIT AND HOUSING ADVOCATES, FACILITATED A CITIZENS PLANNING ACADEMY TO EDUCATE CITIZENS, HOSTED AN ADVOCACY TRAINING AND A TARGETED ADVOCACY EVENT TO INFLUENCE LOCAL LAND USE DECISION-MAKING. SOCIAL MEDIA AND DEDICATED EMAIL LISTS WERE USED TO ENGAGE AND ACTIVATE CITIZENS. THE ORGANIZATION SUPPORTED ADOPTION OF THE HIGHWAY 11 OVERLAY IN PICKENS COUNTY AND MOBILIZED CITIZENS TO SUPPORT ADOPTION OF UPDATED LAND DEVELOPMENT REGULATIONS IN LAURENS COUNTY. CITIZEN ENGAGEMENT WAS SUPPORTED IN THE CITY OF GREENVILLE AND GREENVILLE COUNTY INITIATIVES TO OVERHAUL LAND DEVELOPMENT REGULATIONS. THE ORGANIZATION ADVOCATED FOR POLICIES THAT IMPLEMENT THE CITY AND COUNTY COMPREHENSIVE PLANS. THE ORGANIZATION ALSO PARTICIPATED IN OTHER LOCAL PLANNING AND POLICY EFFORTS IN THE CITIES OF SPARTANBURG, TRAVELERS REST, AND GREER. 620729 7950 9000 OTHER WORK OF UPSTATE FOREVER INCLUDES THE ENERGY PROGRAM, CONNECTING PEOPLE TO NATURE, AND THE LEGISLATIVE FOCUS OF KEEPING UPSTATE CITIZENS AWARE OF ISSUES THAT AFFECT DAILY LIFE AND THE HEALTH OF THE UPSTATE COMMUNITY. 620729 7950 9000 2024047 true true false true false false true false false true true false false false false false true false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false true 20 0 true 29 true false false false false false true false false false false false false false X 16 16 false false false false true true true true true false false false true false true true true true true false SC X X JOY DICKERSON 8642500500 507 PETTIGRU STREET GREENVILLE SC 29601 ANDREA COOPER EXECUTIVE DI 40.00 X 123419 0 4263 JOY DICKERSON FINANCIAL DI 40.00 X 89005 0 2132 ERWIN MADDREY CHAIR 0.20 X X 0 0 0 GAYE SPRAGUE SECRETARY 0.20 X X 0 0 0 THOMAS KESTER TREASURER 0.20 X X 0 0 0 JOHN BAUKNIGHT DIRECTOR 0.20 X 0 0 0 MIKE BAUR DIRECTOR 0.20 X 0 0 0 EVAN CRAMER DIRECTOR 0.20 X 0 0 0 SAM ERWIN DIRECTOR 0.20 X 0 0 0 MARY HAQUE DIRECTOR 0.20 X 0 0 0 MARGARET HARRISON DIRECTOR 0.20 X 0 0 0 GLENN HILLIARD DIRECTOR 0.20 X 0 0 0 ALLEN JACOBY DIRECTOR 0.20 X 0 0 0 EM JONES DIRECTOR 0.20 X 0 0 0 JOHN KEITH DIRECTOR 0.20 X 0 0 0 CHRIS RICHARDSON DIRECTOR 0.20 X 0 0 0 JEFF TILLERSON DIRECTOR 0.20 X 0 0 0 NEAL WORKMAN DIRECTOR 0.20 X 0 0 0 212424 6395 1 false false false 570521 493661 1264374 613673 2328556 PROGRAM ADMIN FEES 541900 22250 22250 22250 139798 139798 183708 179912 3796 3796 3796 2494400 22250 143594 X 7950 7950 218819 68949 120504 29366 1393788 1081880 64766 247142 42172 29520 5904 6748 51390 36012 7142 8236 120672 86178 13586 20908 45656 45656 366007 328307 30200 7500 3750 3750 50201 39057 495 10649 110658 60454 25840 24364 48773 22809 23075 2889 24287 22004 448 1835 30584 22337 675 7572 21833 500 21333 38790 9093 29697 OTHER EXPENSES 103709 18372 13177 72160 EDUCATION/TRAINING 11738 11593 86 59 OVERHEAD ALLOCATION 179032 -222883 43851 2690777 2024047 179701 487029 365443 677360 196698 382932 594353 4275 3474 865110 299598 587345 565512 7125913 5724936 41949 191959 1807 8968983 7494973 71600 81483 71600 81483 X 5699344 4162187 3198039 3251303 8897383 7413490 8968983 7494973 X -196377 -1287515 -1 X false true X true false X 3501430 1871764 1349917 1655804 2328556 10707471 3501430 1871764 1349917 1655804 2328556 10707471 2419684 8287787 156682 103359 15820 6799 139798 422458 54996 46536 31089 28949 161570 11291499 22250 0.73400 0.77410 X PART II, LINE 10 OTHER INCOME 161,570 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 29647 69917 99564 2545557 2645121 282256 70564 233606 248526 258406 282256 1022794 1534191 70000 69678 104240 99564 343482 58402 62132 64602 70564 255700 383550 35000 40890 36591 29647 142128 X X X X 150 30219.00 2 true 22.00 175444 5867106 514816 -999202 -185100 5197620 5151948 624362 166630 -75834 5867106 4341857 223342 658184 -71435 5151948 3713446 93473 671557 -136619 4341857 3991763 87770 -236130 -129957 3713446 0.54390 0.45610 false false 62500 62500 770597 274380 496217 32013 25218 6795 565512 1161229 -1287515 -1287515 2448744 45656 45656 2494400 2645121 2645121 45656 45656 2690777 SCHEDULE D, PAGE 1, PART II, LINE 5 THE ORGANIZATION MAINTAINS WRITTEN POLICIES REGARDING THE PERIODIC MONITORING, INSPECTION, HANDLING OF VIOLATIONS, AND ENFORCING OF CONSERVATION EASEMENTS IN ACCORDANCE WITH THE LAND TRUST ACCREDITATION STANDARDS. SCHEDULE D, PAGE 1, PART II, LINE 9 CONSERVATION EASEMENTS DONATED TO THE ORGANIZATION ARE RECORDED AT A ZERO VALUE IN THE STATEMENT OF FINANCIAL POSITION, THE STATEMENT OF ACTIVITIES AND THE STATEMENT OF FUNCTIONAL EXPENSES. CONSERVATION EASEMENTS THAT ARE PURCHASED ARE RECORDED AT A ZERO VALUE IN THE STATEMENT OF FINANCIAL POSITION, AND ARE SHOWN AS AN EXPENSE IN THE STATEMENT OF ACTIVITIES, STATEMENT OF FUNCTIONAL EXPENSES AND STATEMENTS OF CASH FLOWS. THE FUNDING SOURCE THAT ENABLES THE PURCHASE OF THESE EASEMENTS IS SHOWN AS A REVENUE IN THE STATEMENT OF ACTIVITIES AND STATEMENTS OF CASH FLOWS, RESULTING IN A NET ZERO EFFECT ON NET ASSETS. SCHEDULE D, PAGE 2, PART V, LINE 4 THE LAND TRUST ENDOWMENT IS COMPRISED OF THREE INDIVIDUAL FUNDS: THE PRINCIPAL FUND (INVESTMENT), MONITORING FUND AND DEFENSE FUND. INVESTMENT INCOME EARNED IS ALLOCATED TO DEFENSE AND MONITORING FUNDS TO PROVIDE CONTINUING SUPPORT FOR UPSTATE FOREVER'S OVERSIGHT RESPONSIBILITIES. UPSTATE FOREVER HAS ADDITIONAL ENDOWMENT FUNDS THAT WERE GRANTED WITHOUT RESTRICTION BUT DESIGNATED BY THE BOARD TO BE HELD AS AN ENDOWMENT TO FUND FUTURE ENDEAVORS. THE BOARD OF DIRECTORS APPROVES WHEN AND HOW TO USE THESE FUNDS. X 10 613673 CLOSING SHARE PRICE false true false FORM 990, PAGE 2, PART III, LINE 4B IN 2022, THE CLEAN WATER PROGRAM COLLABORATED WITH DRINKING WATER UTILITIES IN PICKENS AND ANDERSON COUNTIES IN SOUTH CAROLINA TO DEVELOP A SOURCE WATER PROTECTION PLAN IN THE TWELVEMILE CREEK WATERSHED. THIS WATERSHED PLAN IS BEING DEVELOPED IN PARTNERSHIP WITH CLEMSON UNIVERSITY'S CENTER FOR WATERSHED EXCELLENCE AND HELPS TO PROTECT THIS CRITICAL DRINKING WATER RESOURCE BY DEVISING POLLUTION REDUCTION STRATEGIES FOR BACTERIA, NUTRIENT, AND SEDIMENT POLLUTION IN THESE AREAS. THE ORGANIZATION WORKED WITH PARTNERS TO INSTALL A VARIETY OF BEST MANAGEMENT PRACTICES TO REDUCE WATER POLLUTION INCLUDING REPAIRING SEPTIC SYSTEMS, INSTALLING AGRICULTURAL PROJECTS (I.E., CROSS FENCING, ALTERNATE WATERING SOURCES, COVER CROPS) AND PERMANENTLY PROTECTING LAND IN THE TYGER RIVER WATERSHED IN GREENVILLE AND SPARTANBURG COUNTIES AND IN THE THREE AND TWENTY CREEK WATERSHED IN ANDERSON COUNTY. THE ORGANIZATION ALSO PARTICIPATED AS A STAKEHOLDER ON THE STATE WATER PLANNING PROCESS ADVISORY COMMITTEE IN THE DEVELOPMENT OF THE STATE WATER PLAN AND SERVED ON THE BROAD RIVER BASIN COUNCIL TO DEVELOP A SUSTAINABLE AND EQUITABLE WATER RESOURCE ALLOCATION PLAN FOR THE BROAD RIVER BASIN. THE ORGANIZATION HAD REPRESENTATION ON THE BOARD OF THE LAKE KEOWEE SOURCE WATER PROTECTION TEAM AND THE LAKE HARTWELL PARTNERS FOR CLEAN WATER. THE ORGANIZATION ALSO COLLABORATED WITH THE REEDY RIVER WATER QUALITY GROUP TO IMPROVE WATER QUALITY IN THE REEDY RIVER WATERSHED THROUGH LOCAL ENGAGEMENT. ADDITIONAL ACTIVITIES INCLUDED CONDUCTING AN EDUCATIONAL AND OUTREACH CAMPAIGN TO INCREASE THE PUBLIC UNDERSTANDING AND APPRECIATION FOR HAVING ACCESS TO CLEAN, RELIABLE WATER; PUBLISHING WATER-RELATED NEWS IN QUARTERLY NEWSLETTERS; AND PROVIDING COMMENTS TO STATE AND FEDERAL AGENCIES REGARDING ANY PERMITS WITH ANY POTENTIAL IMPACTS TO WATER QUALITY AND QUANTITY ACROSS UPSTATE SC. FORM 990, PAGE 2, PART III, LINE 4C LAND PLANNING AND POLICY: IN 2022 LAND PLANNING AND POLICY STAFF ENGAGED WITH LOCAL ELECTED AND APPOINTED OFFICIALS AND GOVERNMENT STAFF ON ISSUES RELATED TO SMARTER LAND DEVELOPMENT. THEY ALSO PARTICIPATED IN EDUCATION AND ADVOCACY EFFORTS WITH TRANSIT AND HOUSING ADVOCATES, FACILITATED A CITIZENS PLANNING ACADEMY TO EDUCATE CITIZENS, HOSTED AN ADVOCACY TRAINING AND A TARGETED ADVOCACY EVENT TO INFLUENCE LOCAL LAND USE DECISION-MAKING. SOCIAL MEDIA AND DEDICATED EMAIL LISTS WERE USED TO ENGAGE AND ACTIVATE CITIZENS. THE ORGANIZATION SUPPORTED ADOPTION OF THE HIGHWAY 11 OVERLAY IN PICKENS COUNTY AND MOBILIZED CITIZENS TO SUPPORT ADOPTION OF UPDATED LAND DEVELOPMENT REGULATIONS IN LAURENS COUNTY. CITIZEN ENGAGEMENT WAS SUPPORTED IN THE CITY OF GREENVILLE AND GREENVILLE COUNTY INITIATIVES TO OVERHAUL LAND DEVELOPMENT REGULATIONS. THE ORGANIZATION ADVOCATED FOR POLICIES THAT IMPLEMENT THE CITY AND COUNTY COMPREHENSIVE PLANS. THE ORGANIZATION ALSO PARTICIPATED IN OTHER LOCAL PLANNING AND POLICY EFFORTS IN THE CITIES OF SPARTANBURG, TRAVELERS REST, AND GREER. FORM 990, PAGE 2, PART III, LINE 4D OTHER WORK OF UPSTATE FOREVER INCLUDES THE ENERGY PROGRAM, CONNECTING PEOPLE TO NATURE, AND THE LEGISLATIVE FOCUS OF KEEPING UPSTATE CITIZENS AWARE OF ISSUES THAT AFFECT DAILY LIFE AND THE HEALTH OF THE UPSTATE COMMUNITY. FORM 990, PAGE 6, PART VI, LINE 1A THE ORGANIZATION'S EXECUTIVE COMMITTEE CONSISTS OF THE CHAIR, SECRETARY, TREASURER, EXECUTIVE DIRECTOR, AND THE CHAIRS OF THE AUDIT COMMITTEE, THE NOMINATING/GOVERNANCE COMMITTEE, THE COMMUNITY RELATIONS COMMITTEE, AND THE LAND TRUST COMMITTEE. THE EXECUTIVE COMMITTEE HAS THE AUTHORITY TO ADDRESS AND DECIDE ANY ISSUES RELATED TO THE ORGANIZATION EXCEPT WHERE THE BYLAWS OR OTHER BOARD POLICIES PROHIBIT OTHERWISE. FORM 990, PAGE 6, PART VI, LINE 6 ANY INDIVIDUAL, FAMILY, BUSINESS, CORPORATION OR OTHER ENTITY INTERESTED IN SUPPORTING THE MISSION OF THE ORGANIZATION AND WILLING TO UPHOLD ITS POLICIES SHALL BE ELIGIBLE FOR MEMBERSHIP UPON PAYMENT OF DUES. FORM 990, PAGE 6, PART VI, LINE 7A DIRECTORS ARE ELECTED BY MAJORITY VOTE OF THE MEMBERSHIP IN ATTENDANCE AT THE ANNUAL MEETING. FORM 990, PAGE 6, PART VI, LINE 7B AMENDMENTS TO THE BYLAWS REQUIRE A TWO-THIRDS VOTE OF THE MEMBERSHIP REPRESENTED AT THE ANNUAL MEETING OR A SPECIAL MEETING CALLED FOR SUCH PURPOSES. FORM 990, PAGE 6, PART VI, LINE 11B A DRAFT COPY OF THE RETURN IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. THE BOARD IS GIVEN ONE WEEK TO REVIEW AND COMMENT ON THE FORM 990. A PUBLIC DISCLOSURE COPY OF THE RETURN WAS PROVIDED TO PROTECT DONOR PRIVACY. FORM 990, PAGE 6, PART VI, LINE 12C THE EXECUTIVE COMMITTEE REGULARLY REVIEWS AND ENSURES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PAGE 6, PART VI, LINE 15A COMPENSATION STUDIES ARE DONE AT LEAST EVERY OTHER YEAR TO VERIFY MARKET RATE COMPENSATION. THE EXECUTIVE DIRECTOR'S COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD DURING THE ANNUAL REVIEW PROCESS. FORM 990, PAGE 6, PART VI, LINE 15B COMPENSATION OF OTHER STAFF POSITIONS IS BASED ON PERIODIC REVIEW OF MARKET COMPENSATION. STAFF RAISES ARE RECOMMENDED AS PART OF THE BUDGET PROCESS AND REVIEWED AND APPROVED BY THE BOARD. FORM 990, PAGE 6, PART VI, LINE 19 THE GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S OFFICE. FORM 990, PART IX, LINE 11G CONSULTANTS 297,822 25,668 7,500 EASEMENT ASSISTANCE 30,485 0 0 PAYROLL SERVICE 0 4,532 0 TOTAL 328,307 30,200 7,500 FORM 990, PART XI, LINE 9 PRIOR PERIOD ADJUSTMENT -1