2024-10-02T12:55:06-04:00 2023-12-31 522212837 GREENE FINNEY CAULEY LLP 908 N MAIN ST ANDERSON SC 29621 990 2023-01-01 571070433 UPSTATE FOREVER UPST 8642500500 507 PETTIGRU STREET GREENVILLE SC 29601 ALDON KNIGHT EXECUTIVE DIRECTOR 8642500500 2024-10-01 true false CHRISTOPHER S CAULEY P00534004 8642258713 2024-10-02 2023 2024-10-15 13:58:12Z JOHN KEITH 507 PETTIGRU STREET GREENVILLE SC 29601 4583091 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. 17 17 30 192 0 2328556 4360741 22250 17000 143594 205350 0 2494400 4583091 7950 193250 0 1826841 1952041 165000 576282 855986 852062 2690777 3162353 -196377 1420738 7494973 9459000 81483 81807 7413490 9377193 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 1092876 UPSTATE FOREVER ADVOCATES FOR PROJECTS THAT IMPACT THE UPSTATE COMMUNITY INCLUDING THE PARTNERSHIP FOR THE SALUDA GRADE TRAIL PROJECT, ADMINISTRATION OF THE UPSTATE LAND CONSERVATION FUND (ULCF), THE ENERGY AND STATE POLICY PROGRAM THAT MAINTAINS A LEGISLATIVE FOCUS OF KEEPING UPSTATE CITIZENS AWARE OF ISSUES THAT AFFECT DAILY LIFE AND THE HEALTH OF THE UPSTATE COMMUNITY. 695125 182500 THE UPSTATE FOREVER LAND CONSERVATION PROGRAM IS ACCREDITED BY THE LAND TRUST ACCREDITATION COMMISSION AND HAS PROTECTED 30,956 ACRES THORUGH 163 CONSERVATION EASEMENTS IN THE UPSTATE OF SOUTH CAROLINA. 23% OF THE EASEMENTS PROVIDE PUBLIC ACCESS AND 29% ARE WORKING FARMS. IN 2023, UPSTATE FOREVER HELPED TO PRESERVE 13 PROJECTS TOTALING ABOUT 737 ACRES AND INITIATED A LAND MANAGEMENT PROGRAM TO HELP RESTORE HABITAT ON CONSERVATION EASEMENT PROPERTIES. 431830 IN 2023, 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 IN PARTNERSHIP WITH CLEMSON UNIVERSITY'S CENTER FOR WATERSHED EXCELLENCE TO DEVISE POLLUTION REDUCTION STRATEGIES IN THESE AREAS. THE ORGANIZATION WORKED WITH PARTNERS TO INSTALL A VARIETY OF BEST MANAGEMENT PRACTICES TO REDUCE WATER POLLUTION AND PERMANENTLY PROTECT LAND IN THE TYGER RIVER WATERSHED IN GREENVILLE AND SPARTANBURG COUNTIES AND IN THE THREE AND TWENTY CREEK WATERSHED IN ANDERSON AND PICKENS COUNTIES. THE ORGANIZATION ALSO PARTICIPATED IN THE DEVELOPMENT OF THE STATE WATER PLAN AND SERVED ON THE BROAD, SALUDA, AND UPPER SAVANNAH RIVER BASIN COUNCILS TO DEVELOP A SUSTAINABLE AND EQUITABLE WATER RESOURCE ALLOCATION PLAN FOR RIVER BASINS IN UPSTATE SOUTH CAROLINA. THE ORGANIZATION ALSO PARTNERED WITH THE TYGER RIVER FOUNDATION ON THE DEVELOPMENT OF A RECREATIONAL MASTER PLAN FOR THE TYGER RIVER RECREATION COORIDOR IN SPARTANBURG COUNTY. THE ORGANIZATION ALSO SERVED ON THE BOARDS OF THE LAKE KEOWEE SOURCE WATER PROTECTION TEAM, THE LAKE HARTWELL PARTNERS FOR CLEAN WATER AND PARTNERED WITH THE REEDY RIVER WATER QUALITY GROUP TO IMPROVE WATER QUALITY IN THE REEDY RIVER WATERSHED THROUGH LOCAL ADVOCACY, EDUCATION, AND PROJECT ENGAGEMENT. 207022 10750 17000 IN 2023 LAND PLANNING AND POLICY STAFF ENGAGED WITH LOCAL ELECTED AND APPOINTED OFFICIALS AND GOVERNMENT STAFF ON ISSUES RELATED TO SMARTER LAND DEVELOPMENT, WITH A PRIMARY FOCUS ON ADVANCING POLICIES THAT IMPLEMENT CITY AND COUNTY COMPREHENSIVE PLANS. THEY PARTNERED ON EDUCATION AND ADVOCACY EFFORTS WITH TRANSIT AND HOUSING ADVOCATES AND FACILITATED A CITIZENS PLANNING ACADEMY TO EDUCATE RESIDENTS ON LOCAL LAND USE POLICIES AND AVENUES TO INFLUENCE DECISION-MAKING. SOCIAL MEDIA AND DEDICATED EMAIL LISTS WERE USED TO ENGAGE AND ACTIVATE RESIDENTS. THE ORGANIZATION SUPPORTED THE ADOPTION OF A NEW CITY OF GREENVILLE DEVELOPMENT CODE, A UNIFIED DEVELOPMENT ORDINANCE IN THE CITY OF GREER, A NEW ZONING ORDINANCE IN THE CITY OF WOODRUFF, AND AN IMPROVED TREE AND LANDSCAPING ORDINANCE IN THE CITY OF ANDERSON. CITIZENS WERE MOBILIZED TO INFLUENCE THE CITY OF GREENVILLE'S PROPOSED DEVELOPMENT CODE AND TO ADVANCE STRENGTHENED REQUIREMENTS FOR RIPARIAN BUFFERS IN GREENVILLE COUNTY. THE ORGANIZATION ALSO PARTICIPATED IN OTHER LOCAL PLANNING AND POLICY EFFORTS IN THE CITY OF SPARTANBURG AND SPARTANBURG COUNTY. 207022 10750 17000 2426853 true true false true false false true false false true true false false false false false true false false false false false false true false false false true true false false false false false false false false false true false false false false false false false false true 23 0 true 30 true false false false false false false false false false false false false X 17 17 false false false false true true true true true false false false true false true true true true true false SC NC X X X JOY DICKERSON 8642500500 507 PETTIGRU STREET GREENVILLE SC 29601 ANDREA COOPER EXECUTIVE DI 40.00 X 128401 0 5681 ALDON KNIGHT DEVELOPMENT 40.00 X 124545 0 3750 JOY DICKERSON FINANCIAL DI 40.00 X 91513 0 14469 JOHN KEITH CHAIR 0.50 X X 0 0 0 ALLEN JACOBY VICE CHAIR 0.50 X X 0 0 0 TOM KESTER TREASURER 0.50 X X 0 0 0 JEFF TILLERSON SECRETARY 0.50 X X 0 0 0 BOB BARETO DIRECTOR 0.50 X 0 0 0 JOHN BAUKNIGHT DIRECTOR 0.50 X 0 0 0 MIKE BAUR DIRECTOR 0.50 X 0 0 0 EVAN CRAMER DIRECTOR 0.50 X 0 0 0 SAM ERWIN DIRECTOR 0.50 X 0 0 0 PHIL FEISAL DIRECTOR 0.50 X 0 0 0 MARY HAQUE DIRECTOR 0.50 X 0 0 0 MARGARET HARRISON DIRECTOR 0.50 X 0 0 0 GLENN HILLIARD DIRECTOR 0.50 X 0 0 0 KATE KONOPASEK DIRECTOR 0.50 X 0 0 0 ERWIN MADDREY DIRECTOR 0.50 X 0 0 0 CHRIS RICHARDSON DIRECTOR 0.50 X 0 0 0 MARK WESSON DIRECTOR 0.50 X 0 0 0 344459 23900 2 false false false WINKLER CONSULTING 1036 EWALL STREET MT PLEASANT SC 29464 CAPITAL CAMP. 165000 1 189656 241586 3929499 451874 4360741 PROGRAM ADMIN FEES 541900 17000 17000 17000 205350 205350 4583091 17000 205350 X 101250 101250 92000 92000 240064 60337 126094 53633 1481713 1256748 80521 144444 41007 31229 2193 7585 61077 42152 7227 11698 128180 89193 14951 24036 19700 19700 56361 56361 165000 165000 24589 24589 323408 290115 19626 13667 52308 37355 5152 9801 111669 70966 13814 26889 33028 17730 14897 401 36054 33425 21 2608 41060 31692 2109 7259 21736 21736 44439 10740 33699 EDUCATION/TRAINING 7679 7521 158 OVERHEAD ALLOCATION 180807 -228325 47518 80031 17232 1056 61743 3162353 2426853 159218 576282 365443 500873 196698 1161053 594353 1540442 4275 1562 877236 321333 565512 555903 5724936 5664390 41949 17974 1807 16803 7494973 9459000 81483 81807 81483 81807 X 4162187 4874505 3251303 4502688 7413490 9377193 7494973 9459000 1420738 542965 X false true X true false X 1871764 1349917 1655804 2328556 4360741 11566782 1871764 1349917 1655804 2328556 4360741 11566782 983398 10583384 103359 15820 6799 139798 205350 471126 46536 31089 28949 106574 12144482 39250 0.87150 0.73400 X PART II, LINE 10 OTHER INCOME 106,574 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 27736 90523 118259 2854505 2972764 298638 74660 248526 258406 282256 298638 1087826 1631739 69678 104240 99564 118259 391741 62132 64602 70564 74660 271958 407937 40890 36591 29647 27736 134864 X X X X 163 30956.00 2 true 3717.00 187022 5197620 1419388 617216 -578104 6656120 5867106 514816 -999202 -185100 5197620 5151948 624362 166630 -75834 5867106 4341857 223342 658184 -71435 5151948 3713446 93473 671557 -136619 4341857 0.43000 0.57000 false false 62500 62500 770597 293640 476957 44139 27693 16446 555903 5101467 542965 542965 4558502 24589 24589 4583091 3137764 3137764 24589 24589 3162353 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. IN ADDITION TO THE LAND TRUST ENDOWMENT, IN 2023, UPSTATE FOREVER ASSUMED THE ROLE OF ADMINISTRATOR FOR THE UPSTATE LAND CONSERVATION FUND (ULCF). THE ULCF IS A RESTRICTED FUND OF UPSTATE FOREVER TO BE USED EXCLUSIVELY FOR CONSERVATION PROJECTS IN, OR NEAR, THE UPSTATE REGION OF SOUTH CAROLINA. THE ULCF IS AVAILABLE FOR USE BY UPSTATE FOREVER, OTHER LAND TRUST ORGANIZATIONS, AND FEDERAL, STATE AND LOCAL GOVERNMENTAL ENTITIES OR AGENCIES. UPSTATE FOREVER ADMINISTERS THE INVESTMENT AND DISTRIBUTION OF THE FUNDS APPROVED BY THE COMMITTEE. X X X X X X X true WINKLER CONSULTING 1036E WALL STREET MT PLEASANT SC 29464 CAP. CAMP. false 1995442 165000 1830442 1995442 165000 1830442 SC true HLC PROPERTIES 107 BURNETT DRIVE SPARTANBURG SC 29302 25000 EASEMENT ASSISTANCE THE HAPPY BERRY LLC 120 KELLEY CREEK RD SIX MILE SC 29682 23000 EASEMENT ASSISTANCE UPPER SAVANNAH LAND TRUST 430 HELIX ROAD GREENWOOD SC 29646 571109364 501C3 10000 EASEMENT ASSISTANCE NATURALAND TRUST PO BOX 728 GREENVILLE SC 29602 237293632 501C3 30000 EASEMENT ASSISTANCE 2 2 EASEMENT ASSISTANCE 5 92000 SCHEDULE I, PAGE 1, PART I, LINE 2 IF AN EASEMENT FITS UPSTATE FOREVER'S REQUIRED CRITERIA, ASSISTANCE WITH APPLICATIONS TO VARYING ORGANIZATIONS WILL BE PROVIDED TO HELP WITH EASEMENT CLOSING. ANY EASEMENTS DEMONSTRATING THE NEED FOR ASSISTANCE IN CLOSING CAN BE PRESENTED TO THE ULCF COMMITTEE FOR REVIEW. UPSTATE FOREVER CONSERVATION EASEMENT PROJECTS THAT MAY NEED ADDITIONAL ASSISTANCE TO CLOSE CAN ACCESS THE CONSERVATION EASEMENT ASSISTANCE BUDGET WHICH IS APPROVED BY THE BOARD. INDIVIDUAL PROJECTS ARE APPROVED BY THE LAND TRUST COMMITTEE AND RECOMMENDED TO THE BOARD FOR APPROVAL. FOLLOW-UP ON THE PROJECTS ARE TYPICALLY OUTLINED IN THE GRANT AGREEMENTS AND AS AN ACCREDITED LAND TRUST THE ORGANIZATION MUST FOLLOW STEWARDSHIP GUIDELINES. FOR SPONSORSHIPS, THE ORGANIZATION IS TYPICALLY A PART OF THE EVENT BEING SPONSORED AND THAT PRESENCE SERVES TO KEEP THE ORGANIZATION INFORMED OF THE EVENT, EDUCATION, OR OUTCOME. X 14 451874 CLOSING SHARE PRICE false true false FORM 990, PAGE 2, PART III, LINE 4C IN 2023, 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 IN PARTNERSHIP WITH CLEMSON UNIVERSITY'S CENTER FOR WATERSHED EXCELLENCE TO DEVISE POLLUTION REDUCTION STRATEGIES IN THESE AREAS. THE ORGANIZATION WORKED WITH PARTNERS TO INSTALL A VARIETY OF BEST MANAGEMENT PRACTICES TO REDUCE WATER POLLUTION AND PERMANENTLY PROTECT LAND IN THE TYGER RIVER WATERSHED IN GREENVILLE AND SPARTANBURG COUNTIES AND IN THE THREE AND TWENTY CREEK WATERSHED IN ANDERSON AND PICKENS COUNTIES. THE ORGANIZATION ALSO PARTICIPATED IN THE DEVELOPMENT OF THE STATE WATER PLAN AND SERVED ON THE BROAD, SALUDA, AND UPPER SAVANNAH RIVER BASIN COUNCILS TO DEVELOP A SUSTAINABLE AND EQUITABLE WATER RESOURCE ALLOCATION PLAN FOR RIVER BASINS IN UPSTATE SOUTH CAROLINA. THE ORGANIZATION ALSO PARTNERED WITH THE TYGER RIVER FOUNDATION ON THE DEVELOPMENT OF A RECREATIONAL MASTER PLAN FOR THE TYGER RIVER RECREATION COORIDOR IN SPARTANBURG COUNTY. THE ORGANIZATION ALSO SERVED ON THE BOARDS OF THE LAKE KEOWEE SOURCE WATER PROTECTION TEAM, THE LAKE HARTWELL PARTNERS FOR CLEAN WATER AND PARTNERED WITH THE REEDY RIVER WATER QUALITY GROUP TO IMPROVE WATER QUALITY IN THE REEDY RIVER WATERSHED THROUGH LOCAL ADVOCACY, EDUCATION, AND PROJECT ENGAGEMENT. FORM 990, PAGE 2, PART III, LINE 4D IN 2023 LAND PLANNING AND POLICY STAFF ENGAGED WITH LOCAL ELECTED AND APPOINTED OFFICIALS AND GOVERNMENT STAFF ON ISSUES RELATED TO SMARTER LAND DEVELOPMENT, WITH A PRIMARY FOCUS ON ADVANCING POLICIES THAT IMPLEMENT CITY AND COUNTY COMPREHENSIVE PLANS. THEY PARTNERED ON EDUCATION AND ADVOCACY EFFORTS WITH TRANSIT AND HOUSING ADVOCATES AND FACILITATED A CITIZENS PLANNING ACADEMY TO EDUCATE RESIDENTS ON LOCAL LAND USE POLICIES AND AVENUES TO INFLUENCE DECISION-MAKING. SOCIAL MEDIA AND DEDICATED EMAIL LISTS WERE USED TO ENGAGE AND ACTIVATE RESIDENTS. THE ORGANIZATION SUPPORTED THE ADOPTION OF A NEW CITY OF GREENVILLE DEVELOPMENT CODE, A UNIFIED DEVELOPMENT ORDINANCE IN THE CITY OF GREER, A NEW ZONING ORDINANCE IN THE CITY OF WOODRUFF, AND AN IMPROVED TREE AND LANDSCAPING ORDINANCE IN THE CITY OF ANDERSON. CITIZENS WERE MOBILIZED TO INFLUENCE THE CITY OF GREENVILLE'S PROPOSED DEVELOPMENT CODE AND TO ADVANCE STRENGTHENED REQUIREMENTS FOR RIPARIAN BUFFERS IN GREENVILLE COUNTY. THE ORGANIZATION ALSO PARTICIPATED IN OTHER LOCAL PLANNING AND POLICY EFFORTS IN THE CITY OF SPARTANBURG AND SPARTANBURG COUNTY. 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 THE FORM 990 IS REVIEWED BY THE FINANCIAL DIRECTOR, EXECUTIVE DIRECTOR, AND TREASURER. A DRAFT COPY OF THE RETURN IS ALSO 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 IS 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 AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S OFFICE. FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. FORM 990, PART IX, LINE 11G CONSULTANTS 290,115 14,838 13,667 PAYROLL SERVICE 0 4,788 0 TOTAL 290,115 19,626 13,667