Civic Intelligence

Upstate Forever

990 • Fiscal year 2013 • EIN 57-1070433

Jan 01, 2013 to Dec 31, 2013 • Filed on May 19, 2014

507 Pettigru Street29601

(864) 250-0500

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

27th percentile

0.02x

Higher debt load relative to assets than 27% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

30th percentile

0.03x

Higher debt load relative to revenue than 30% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

73rd percentile

15%

Higher net margin than 73% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

58th percentile

$68,286

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

61st percentile

5.8%

Faster asset growth than 61% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Up

$3,995,380

Up $220,274 (+5.8%) from 2012

Net Assets

Up

$3,930,124

Up $316,687 (+8.8%) from 2012

Liabilities

Down

$65,256

Down $96,413 (-60%) from 2012

Revenue

$2,047,617

No earlier filing loaded for comparison.

Expenses

Up

$1,730,930

Up $308,490 (+22%) from 2012

Net Income

$316,687

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0Assets 2010: $2,476,185Liabilities 2010: $375,019Net Assets 2010: $2,101,1662010Assets 2011: $2,507,810Liabilities 2011: $239,188Net Assets 2011: $2,268,6222011Assets 2012: $3,775,106Liabilities 2012: $161,669Net Assets 2012: $3,613,4372012Assets 2013: $3,995,380Liabilities 2013: $65,256Net Assets 2013: $3,930,1242013Assets 2014: $4,017,272Liabilities 2014: $153,515Net Assets 2014: $3,863,7572014Assets 2015: $5,777,311Liabilities 2015: $84,351Net Assets 2015: $5,692,9602015Assets 2016: $5,804,279Liabilities 2016: $61,508Net Assets 2016: $5,742,7712016Assets 2017: $6,157,295Liabilities 2017: $61,644Net Assets 2017: $6,095,6512017Assets 2018: $7,687,828Liabilities 2018: $72,891Net Assets 2018: $7,614,9372018Assets 2019: $8,703,859Liabilities 2019: $66,646Net Assets 2019: $8,637,2132019Assets 2020: $8,803,852Liabilities 2020: $50,556Net Assets 2020: $8,753,2962020Assets 2021: $8,968,983Liabilities 2021: $71,600Net Assets 2021: $8,897,3832021Assets 2022: $7,494,973Liabilities 2022: $81,483Net Assets 2022: $7,413,4902022Assets 2023: $9,459,000Liabilities 2023: $81,807Net Assets 2023: $9,377,1932023Assets 2024: $9,434,451Liabilities 2024: $155,180Net Assets 2024: $9,279,2712024

Highlighted filing

2013

Assets$3,995,380
Liabilities$65,256
Net Assets$3,930,124

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $1,091,0802010Expenses 2011: $1,328,0622011Expenses 2012: $1,422,4402012Revenue 2013: $2,047,617Expenses 2013: $1,730,930Net Income 2013: $316,6872013Revenue 2014: $1,494,517Expenses 2014: $1,560,884Net Income 2014: -$66,3672014Revenue 2015: $4,103,215Expenses 2015: $2,139,886Net Income 2015: $1,963,3292015Revenue 2016: $2,533,973Expenses 2016: $2,648,263Net Income 2016: -$114,2902016Revenue 2017: $1,876,281Expenses 2017: $1,947,476Net Income 2017: -$71,1952017Revenue 2018: $3,747,739Expenses 2018: $1,792,626Net Income 2018: $1,955,1132018Revenue 2019: $1,977,977Expenses 2019: $1,654,565Net Income 2019: $323,4122019Revenue 2020: $1,382,086Expenses 2020: $1,864,708Net Income 2020: -$482,6222020Revenue 2021: $1,882,250Expenses 2021: $2,168,119Net Income 2021: -$285,8692021Revenue 2022: $2,494,400Expenses 2022: $2,690,777Net Income 2022: -$196,3772022Revenue 2023: $4,583,091Expenses 2023: $3,162,353Net Income 2023: $1,420,7382023Revenue 2024: $3,966,855Expenses 2024: $4,432,831Net Income 2024: -$465,9762024

Highlighted filing

2013

Revenue$2,047,617
Expenses$1,730,930
Net Income$316,687
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 19, 2014
Return Version
2013v3.1
Gross Receipts
$2,092,631
Mission and Program Overview

Mission

Upstate forever is a conservation organization with a mission to protect critical lands, waters, and the unique character of the upstate of south carolina.

Promoting sensible growth and protecting special places in the upstate region of south carolina.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,253,336$1,432,746▲ $179,410
Land, Buildings, and Equipment, Net$759,508$901,008▲ $141,500
Savings and Temporary Cash Investments$712,966$681,319▼ $31,647
Accounts Receivable$418,393$493,194▲ $74,801
Prepaid Expenses and Deferred Charges$5,287$4,673▼ $614
Total Assets$3,775,106$3,995,380▲ $220,274
Other Assets Total$625,616$482,440▼ $143,176
Liabilities
Accounts Payable and Accrued Expenses$134,243$61,201▼ $73,042
Deferred Revenue$27,426$4,055▼ $23,371
Total Liabilities$161,669$65,256▼ $96,413
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,694,136$1,889,248▲ $195,112
Unrestricted Net Assets$1,151,223$1,197,928▲ $46,705
Permanently Rstr Net Assets$768,078$842,948▲ $74,870
Total Net Assets Fund Balance$3,613,437$3,930,124▲ $316,687
Total Liabilities and Net Assets / Fund Balance$3,775,106$3,995,380▲ $220,274

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$669,557$101,040$770,597
Equipment$168,951$48,073$217,024
Land$62,500-$62,500
Other Assets Org$1,200--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$1,316,480$96,870▲ $115,024$-47,215$1,481,159
2012$998,091$250,531▲ $98,358$-30,500$1,316,480
2011$930,974$87,650▼ $5,534$-15,000$998,090
2010$786,044$87,190▲ $82,740$-25,000$930,974
2009$533,256$119,140▲ $134,520$-872$786,044
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Brad WycheExecutive DiFT$68,286$68,286
Revenue and Support

Revenue Composition

Contributions and Grants
$1,810,686
Program Service Revenue
$0
Investment Income
$116,859
Other Revenue
$120,072
All Other Contributions
$917,022
Change in Net Assets
$316,687

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Other Non Cash Contri Table1$31,270
Total Noncash Contributions1$31,270

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,047,617
Total Revenue per Audited Statements
$2,047,617
Total Revenue per Form 990
$2,047,617
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$954,909
Salaries, Compensation, and Employee Benefits$776,021
Total Fundraising Expense$185,090
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$421,560$74,803$105,535$601,898
Current Officers, Directors, Trustees, and Key Employees$49,249$9,734$9,299$68,282
All Other Expenses$118,314$-79,086$26,294$65,522
Payroll Taxes$35,935$6,449$8,762$51,146
Other Employee Benefits$29,984$5,264$7,141$42,389
Depreciation Depletion$16,181$22,269-$38,450
Office Expenses$13,864$3,568$15,452$32,884
Travel$18,536$275$3,445$22,256
Insurance$6,197$12,825-$19,022
Other Expenses$7,236$5,753$3,132$16,121
Occupancy$15,070--$15,070
Pension Plan Contributions$8,634$1,559$2,113$12,306
Advertising$9,519$199$1,589$11,307
Conferences and Meetings$8,155$-183$2,170$10,142
Fees for Services Accounting-$9,520-$9,520
Total Functional Expenses$1,466,591$79,249$185,090$1,730,930

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,730,930
Total Expenses per Audited Statements$1,730,930
Total Expenses per Form 990$1,730,930
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$104,435
Fundraising Direct Expenses$45,014
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$104,435$104,435$45,014$59,421
Total Events$104,435$104,435$45,014$59,421
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

The taxpayer's articles and by-laws state that they are a membership organization.

Form 990, Page 6, Part VI, Line 7A

Yes - approximately one third of the board are elected for three-year terms by the members at the annual meeting.

Form 990, Page 6, Part VI, Line 7B

Yes, members approve changes to the by-laws at the annual meeting.

Form 990, Page 6, Part VI, Line 11B

A draft copy of the return was emailed to all board members prior to filing. The board was given one week to review and comment on the form 990.

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

All compensation is reviewed and approved by the executive committee prior to submitting the budget to the board.

Form 990, Page 6, Part VI, Line 15B

All compensation is reviewed and approved by the executive committee prior to submitting the budget to the board.

Form 990, Page 6, Part VI, Line 19

The governing documents are available upon request at the organization's office.

Filing and Contact Details

Filer

EIN
57-1070433
Phone
8642500500

Signing Officer

Name
Brad Wyche
Title
Executive Director
Phone
8642500500
Signed
2014-05-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brad Wyche
Formed
1998
Legal Domicile
Sc
Voting Board Members
17
Independent Board Members
17
Employees
22
Volunteers
47

Preparer

Preparer
Francis H Horton Iii CPA
Phone
8642325204
Supplemental Narrative

Additional Explanations

Form 990

Conservations easements donated to the organization are recorded at a zero value in the financial statements and form 990. Conservation easements that are purchased are shown as an expense in the financial statements and form 990. The funding source that enables the purchase of these easements is shown as a revenue in the financial statements and form 990.

Form 990, Page 2, Part III, Line 4C

Advancing an effort to expand the swamp rabbit trail to cu-icar - leading and/or supporting prescription drug take-back days in greenville and spartanburg and a household hazardous materials collection day in spartanburg

Form 990, Page 2, Part III, Line 4D

- assisting conservation partners in the protection of special places across the upstate, such as the nine times tracts in pickens county - successfully advocating for implementation of the federal courts consent decree to address the pcb contamination in lake hartwell and the twelve mile river - successfully advocating for disapproval of the proposed mega-landfill in spartanburg county - obtaining the leed platinum certification for the renovation of our main office in greenville and regularly providing tours of the features - releasing an eye-opening growth projection study for the upstate that shows what the region will look like in 2030 if current development patterns and policies remain unchanged - managing the saluda-reedy watershed consortium project, one of the most comprehensive watershed studies in the country - playing an essential role in securing and opening the swamp rabbit trail that connects downtown greenville to travelers rest - obtaining additional public support for expanding existing parks and greenways and building new ones through our successful advocacy that resulted in the adoption of hospitality taxes in greenville and spartanburg counties - successfully advocating for limits on the amount of phosphorus discharged from wastewater plants into the saluda river - successfully advocating for the enactment of progressive local ordinances relating to tree protection, riparian buffers, clustered developments, and pedestrian and bicyclist safety - restoring nearly 3,000 feet of trout habitat along the south saluda river - partnering with the furman universitys community conservation corps and the city of greenville to retrofit 45 low-income homes in greenville county - negotiating a comprehensive relicensing agreement for duke energys keowee-toxaway hydroelectric project

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IRS990/ProgSrvcAccomActy2Grp/Desc0LAND TRUST PROTECTING THE UPSTATE'S IMPORTANT LANDS AND RESOURCES -PROTECTING OVER 18,000 ACRES OF SPECIAL PLACES THROUGH 91 VOLUNTARY LAND CONSERVATION AGREEMENTS IN 2013, FIVE CONSERVATION PROJECTS TOTALING 972 ACRES WERE COMPLETED -EDUCATING COMMUNITIES ON CONSERVING FARMS, FORESTS, AND OTHER SPECIAL PLACES -NATIONALLY ACCREDITED BY THE LAND TRUST ACCREDITATION COMMISSION
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IRS990/ProgSrvcAccomActy3Grp/Desc0SUSTAINABLE COMMUNITIES PROMOTING ECONOMICALLY, SOCIALLY AND ENVIRONMENTALLY SOUND GROWTH IN THE UPSTATE -ADVOCATING FOR RESPONSIBLE LAND USE AND TRANSPORTATION PLANNING. -LEADING A SUCCESSFUL ACTIVE LIVING EVENTS SERIES IN 2013 WITH HUNDREDS OF PARTICIPANTS -OPERATING GREENVILLE B-CYCLE, A BIKE-SHARE PROGRAM AIMED AT INCREASING THE NUMBER OF SHORT TRIPS MADE BY BICYCLE IN DOWNTOWN GREENVILLE AND PLANNING TO EXPAND THE SYSTEM BY TWO STATIONS -DEMONSTRATING GREEN BUILDING PRACTICES -SECURING, FUNDING, CULTIVATING SUPPORT AND (CONTINUED ON SCHEDULE O) ADVANCING AN EFFORT TO EXPAND THE SWAMP RABBIT TRAIL TO CU-ICAR - LEADING AND/OR SUPPORTING PRESCRIPTION DRUG TAKE-BACK DAYS IN GREENVILLE AND SPARTANBURG AND A HOUSEHOLD HAZARDOUS MATERIALS COLLECTION DAY IN SPARTANBURG
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0- ASSISTING CONSERVATION PARTNERS IN THE PROTECTION OF SPECIAL PLACES ACROSS THE UPSTATE, SUCH AS THE NINE TIMES TRACTS IN PICKENS COUNTY - SUCCESSFULLY ADVOCATING FOR IMPLEMENTATION OF THE FEDERAL COURTS CONSENT DECREE TO ADDRESS THE PCB CONTAMINATION IN LAKE HARTWELL AND THE TWELVE MILE RIVER - SUCCESSFULLY ADVOCATING FOR DISAPPROVAL OF THE PROPOSED MEGA-LANDFILL IN SPARTANBURG COUNTY - OBTAINING THE LEED PLATINUM CERTIFICATION FOR THE RENOVATION OF OUR MAIN OFFICE IN GREENVILLE AND REGULARLY PROVIDING TOURS OF THE FEATURES - RELEASING AN EYE-OPENING GROWTH PROJECTION STUDY FOR THE UPSTATE THAT SHOWS WHAT THE REGION WILL LOOK LIKE IN 2030 IF CURRENT DEVELOPMENT PATTERNS AND POLICIES REMAIN UNCHANGED - MANAGING THE SALUDA-REEDY WATERSHED CONSORTIUM PROJECT, ONE OF THE MOST COMPREHENSIVE WATERSHED STUDIES IN THE COUNTRY - PLAYING AN ESSENTIAL ROLE IN SECURING AND OPENING THE SWAMP RABBIT TRAIL THAT CONNECTS DOWNTOWN GREENVILLE TO TRAVELERS REST - OBTAINING ADDITIONAL PUBLIC SUPPORT FOR EXPANDING EXISTING PARKS AND GREENWAYS AND BUILDING NEW ONES THROUGH OUR SUCCESSFUL ADVOCACY THAT RESULTED IN THE ADOPTION OF HOSPITALITY TAXES IN GREENVILLE AND SPARTANBURG COUNTIES - SUCCESSFULLY ADVOCATING FOR LIMITS ON THE AMOUNT OF PHOSPHORUS DISCHARGED FROM WASTEWATER PLANTS INTO THE SALUDA RIVER - SUCCESSFULLY ADVOCATING FOR THE ENACTMENT OF PROGRESSIVE LOCAL ORDINANCES RELATING TO TREE PROTECTION, RIPARIAN BUFFERS, CLUSTERED DEVELOPMENTS, AND PEDESTRIAN AND BICYCLIST SAFETY - RESTORING NEARLY 3,000 FEET OF TROUT HABITAT ALONG THE SOUTH SALUDA RIVER - PARTNERING WITH THE FURMAN UNIVERSITYS COMMUNITY CONSERVATION CORPS AND THE CITY OF GREENVILLE TO RETROFIT 45 LOW-INCOME HOMES IN GREENVILLE COUNTY - NEGOTIATING A COMPREHENSIVE RELICENSING AGREEMENT FOR DUKE ENERGYS KEOWEE-TOXAWAY HYDROELECTRIC PROJECT
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.43$0.16$9.28$3.97$4.43$0.47
2023Detailed filing. Detailed filing data is available for this year.$9.46$0.08$9.38$4.58$3.16$1.42
2022Detailed filing. Detailed filing data is available for this year.$7.49$0.08$7.41$2.49$2.69$0.20
2021Detailed filing. Detailed filing data is available for this year.$8.97$0.07$8.90$1.88$2.17$0.29
2020Detailed filing. Detailed filing data is available for this year.$8.80$0.05$8.75$1.38$1.86$0.48
2019Detailed filing. Detailed filing data is available for this year.$8.70$0.07$8.64$1.98$1.65$0.32
2018Detailed filing. Detailed filing data is available for this year.$7.69$0.07$7.61$3.75$1.79$1.96
2017Detailed filing. Detailed filing data is available for this year.$6.16$0.06$6.10$1.88$1.95$0.07
2016Detailed filing. Detailed filing data is available for this year.$5.80$0.06$5.74$2.53$2.65$0.11
2015Detailed filing. Detailed filing data is available for this year.$5.78$0.08$5.69$4.10$2.14$1.96
2014Detailed filing. Detailed filing data is available for this year.$4.02$0.15$3.86$1.49$1.56$0.07
2013Detailed filing. Detailed filing data is available for this year.$4.00$0.07$3.93$2.05$1.73$0.32
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.78$0.16$3.61$1.42
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.51$0.24$2.27$1.33
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.48$0.38$2.10$1.09