Civic Intelligence

Upstate Forever

990 • Fiscal year 2018 • EIN 57-1070433

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 15, 2019

507 Pettigru StreetGreenville, SC 29601

(864) 250-0500

Siviq Scores

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

Liabilities / Assets

17th percentile

0.01x

Higher debt load relative to assets than 17% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

15th percentile

0.02x

Higher debt load relative to revenue than 15% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

91st percentile

52%

Higher net margin than 91% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

33rd percentile

$85,000

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

86th percentile

25%

Faster asset growth than 86% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

94th percentile

100%

Faster revenue growth than 94% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Assets

Up

$7,687,828

Up $1,530,533 (+25%) from 2017

Net Assets

Up

$7,614,937

Up $1,519,286 (+25%) from 2017

Liabilities

Up

$72,891

Up $11,247 (+18%) from 2017

Revenue

Up

$3,747,739

Up $1,871,458 (+100%) from 2017

Expenses

Down

$1,792,626

Down $154,850 (-8.0%) from 2017

Net Income

Up

$1,955,113

Up $2,026,308 (+2846%) from 2017

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

2018

Assets$7,687,828
Liabilities$72,891
Net Assets$7,614,937

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

2018

Revenue$3,747,739
Expenses$1,792,626
Net Income$1,955,113
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 15, 2019
Return Version
2018v3.1
Gross Receipts
$3,791,750
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,944,919$4,547,531▲ $602,612
Savings and Temporary Cash Investments$1,138,874$1,180,082▲ $41,208
Accounts Receivable$243,146$906,617▲ $663,471
Land, Buildings, and Equipment, Net$818,664$777,139▼ $41,525
Prepaid Expenses and Deferred Charges$4,475$3,262▼ $1,213
Total Assets$6,157,295$7,687,828▲ $1,530,533
Other Assets Total$7,217$273,197▲ $265,980
Liabilities
Accounts Payable and Accrued Expenses$61,644$72,891▲ $11,247
Total Liabilities$61,644$72,891▲ $11,247
Net Assets / Fund Balance
Unrestricted Net Assets$3,289,280$5,077,256▲ $1,787,976
Temporarily Rstr Net Assets$1,765,618$1,407,069▼ $358,549
Permanently Rstr Net Assets$1,040,753$1,130,612▲ $89,859
Total Net Assets Fund Balance$6,095,651$7,614,937▲ $1,519,286
Total Liabilities and Net Assets / Fund Balance$6,157,295$7,687,828▲ $1,530,533

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$573,257$197,340$770,597
Equipment$141,382$167,106$308,488
Land$62,500-$62,500

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$3,991,763$87,770▼ $236,130$-129,957$3,713,446
2017$3,683,126$18,121▲ $481,660$-191,144$3,991,763
2016$3,528,543$107,560▲ $242,989$-195,966$3,683,126
2015$1,521,742$2,091,610▼ $57,510$-27,299$3,528,543
2014$1,481,159$30,372▲ $90,259$-80,048$1,521,742
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Andrea CooperExecutive DiFT$85,000$85,000

Highest Paid Contractors

ContractorServicesLocationCompensation
Winkler ConsultingConsulting1036 EWALL ST, Mt Pleasant, SC 29464$126,353
Revenue and Support

Revenue Composition

Contributions and Grants
$3,501,430
Program Service Revenue
$0
Investment Income
$156,682
Other Revenue
$89,627
All Other Contributions
$3,163,412
Change in Net Assets
$1,955,113

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 AmountValuation Method
Secur Prtnrshp Trust Intrsts1$307,775Partner Basis
Total Noncash Contributions1$307,775-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,747,739
Revenue Not Reported on Form 990
$-435,827
Total Revenue per Audited Statements
$3,311,912
Total Revenue per Form 990
$3,747,739
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$916,849
Other Expenses$749,424
Total Fundraising Expense$405,053
Professional Fundraising Fees$126,353
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$462,536$117,822$141,539$721,897
Fees for Services Other$166,610$527$5,500$172,637
Fees for Services Professional Fundraising--$126,353$126,353
Current Officers, Directors, Trustees, and Key Employees$29,750$12,750$42,500$85,000
Office Expenses$42,877$8,457$12,806$64,140
Payroll Taxes$36,467$9,536$13,633$59,636
Depreciation Depletion$29,419$20,361-$49,780
Information Technology$36,895$10,329$2,422$49,646
Insurance$8,702$20,667-$29,369
Other Employee Benefits$17,600$4,259$6,413$28,272
Conferences and Meetings$11,945$150$14,652$26,747
Pension Plan Contributions$13,724$3,320$5,000$22,044
Travel$21,403$6$358$21,767
All Other Expenses$92,241$-102,361$30,586$20,466
Occupancy$14,502$3,652-$18,154
Other Expenses$8,009$80$3,216$11,305
Fees for Services Accounting-$10,780-$10,780
Advertising$8,912-$75$8,987
Total Functional Expenses$1,261,981$125,592$405,053$1,792,626

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,792,626
Total Expenses per Audited Statements$1,792,626
Total Expenses per Form 990$1,792,626
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$126,353
Fundraising Gross Income$78,642
Fundraising Direct Expenses$44,011

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Awards Luncheon$53,450$53,450$39,678$13,772
Rally in the Va$15,177$15,177$8,535$6,642
Total Events$68,627$68,627$48,213$20,414
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

Filer Name
Upstate Forever
EIN
57-1070433
Phone
8642500500
Address
507 PETTIGRU STREET, GREENVILLE, SC 29601

Signing Officer

Name
Andrea Cooper
Title
Executive Director
Phone
8642500500
Signed
2019-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Taylor
Formed
1998
Legal Domicile
Sc
Voting Board Members
17
Independent Board Members
17
Employees
20
Volunteers
36

Preparer

Firm
Greene Finney Llp
Address
211 EAST BUTLER ROAD STE C-6, MAULDIN, SC 29662
Preparer
Susan Denise Eidson CPA
Phone
8644517381
Supplemental Narrative

Additional Explanations

Form 990

Conservations 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 positon, and are shown as an expense in the statement of activities, statement of functional expenses and statement of cash flows. The funding source that enables the purchase of these easements is shown as a revenue in the statement of activities and staement of cash flows, resulting in a net zero effect on net assets.

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

Clean water in 2018, the clean water program collaborated with drinking water utilities in spartanburg, greenville and anderson counties in south carolina to develop source water protection plans in the tyger, pacolet and three & twenty creek wathersheds. These water protection plans help to protect these critical drinking water resources by addressing bacteria, sediment, and nutrient pollution. Served as a stakeholder on the state water planning process advisory committee in the development of a state of sc water plan. Led discussions with state and federal agencies to improve wetland and stream mitigation across the state. Assisted with the expansion of the sc adopt a stream through volunteer trainings and by providing equipment to volunteers for this citizen science monitoring program. Completed four blueway maps (paddle trail maps) available both online and in print form to encourage water recreation opportunities for the enoree, chauga, pacolet, and reedy rivers. Continued monitoring a utility company's compliance with a voluntary settlement agreement to remove coal ash ponds which threaten the saluda river. Collaborated with the reedy river water quality group to improve water quality in the reedy river watershed through local engagement. Provided comments to state and federal agencies regarding any permits with any potential impacts to water quality/quantity.

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

Land policy and planning and energy in 2018 land policy and planning facilitated a workshop series to educate elected officials on smarter land use policies. Coordinated advocacy efforts of transit and housing advocates, including co-hosting a greenville county housing summit. Engaged greenville county citizens in local land use planning processes. Supported better land use planning in spartanburg county. Assisted the city of landrum with efforts to advance land use policies to enact their recently adopted comprehensive plan. Successfully advocated for strengthened land development regulations in the city of clemson and supported adoption of an urban village zoning district in the city of mauldin. Also, energy staff created a "pipelines 101" webinar series and resource landing page to help communities battling gas pipelines and related issues.

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

Signing 125 conservation agreements that protect nearly 22,000 acres of critical lands in the region, such as additions to paris mountain state park in greenville, buffer lands to the clemson forest in pickens county, public access to falls park in the city of greenville, key tracts in the blue ridge escarpment, land along highway 11, and a number of beautiful farmlands that collectively help to preserve our greatly threatened natural heritage. Becoming the first land trust organization in south carolina to receive national accreditation playing an essential role in securing and opening greenville's ghs swamp rabbit trail and catalyzing an extension of the trail from downtown to cu- icar and continuing to play an active role to complete the long-term plan for the trail establishing and operating the greenville b-cycle bike-share program leading coordination of blueway trail mapping throughout sc and catalyzing river access across the upstate mobilizing public opposition to stop duke energy's proposed substation and 45-mile long transmission line across the foothills and blue ridge mountains of the upstate and western north carolina appealed a proposed 254-home subdivision that would have forever altered the character of glassy mountain, a pickens county icon, and worked with the landowners and community members to realize a conservation solution securing a voluntary agreement from duke energy to remove coal ash improperly stored along that saluda river assisting the southern environmental law center in a successful us 4th circuit appeal addressing the 2014 diesel spill in belton, sc successfully advocating for implementation of the federal court's consent decree to remove pcb-contaminated sediment and two dams on the twelve mile river stopping a proposed mega-landfill in spartanburg county and a coal ash landfill in pickens county and promoting waste reduction and recycling through collection events for household hazardous waste and pharmaceuticals releasing an eye-opening growth projection study for the upstate that shows what our region will look like in 2040 if current development patterns and policies remain unchanged managing one of the most comprehensive watershed studies ever undertaken in the country and leading implementation of many recommended solutions throughout the saluda-reedy watershed, resulting in significant water quality improvements which allow residents and industries to continue to use and enjoy lake greenwood advocating successfully for the enactment of hospitality taxes in greenville and spartanburg counties to fund parks and greenways creating and successfully advocating for the adoption of the stormwater banking program, a market-based initiative for cleaner water that provides incentives for better development in the city and county of greenville restoring nearly 3,000 feet of trout habitat in the south saluda river advocating successfully for the enactment of progressive local ordinances that effectively encourage more walkable communities, tree protection, stream buffers, clustered developments, big box stores, and parking lots, completing the leed platinum-certified renovation of our greenville office and introducing the earthcraft green building standard to south carolina through our "upstate house" project.

Financial Statement Notes

Schedule D, Page 1, Part II, Line 5

I.purpose land conservation monitors will conduct, at a minimum, an annual inspection of each property on which upstate forever holds a conservation agreement. The purposes of these monitoring inspections are, among other things, to: a.observe and document compliance with the terms of the conservation agreement or other land restrictions to be enforced by upstate forever, where applicable; b.timely enforce conservation agreement terms, where applicable; c.reinforce the conservation values/limitations with landowners, neighbors, and third-parties, where applicable; d.confirm current ownership of conserved properties; e.guard against unauthorized boundary encroachments; f.guard against impermissible uses by third-parties; and g.observing the general condition of the land such that upstate forever may be informed of the same. Ii.monitoring visits a.number of visits. All properties will be monitored at least once per year. More frequent monitoring visits may be necessary because of the following factors: 1.change of ownership; 2.receipt of a reserved rights request; 3.the exercise of significant reserved right(s); 4.special invitation by the landowner; 5.suspicion of violation; 6.violations identified; 7.remedies in process in response to a violation; and 8.other causes for concern. B.landowner notification. Land conservation monitors shall contact the landowner or landowner's representative and attempt to arrange a mutually agreeable time to conduct the annual monitoring inspection so that the landowner or a representative may attend the inspection. Such participation is not a requirement but is desirable. C.inspection. Taking into consideration accessibility and the specific characteristics of the property being inspected, monitors shall attempt to check boundaries and any area of activity which warrants observation. For properties with limited accessibility, alternative means of inspection, such as aerial or riverine-based observations, may be conducted periodically. D.potential violations. If a potential violation is observed, the land conservation director shall be notified immediately by the land conservation monitor. Iii.post-monitoring process the findings of the inspection shall be documented in accordance with the land conservation monitoring procedures. A copy of the monitoring report will be provided to the landowner, where applicable. Land conservation monitors will adhere to procedures to assure that questions that arise during monitoring inspections or any activities that are in conflict with relevant limitations for that given property are addressed in a timely manner, while preserving upstate forever's enforcement rights, where applicable, and preserving upstate forever's rapport with landowners/donors. Post-inspection activities are also governed by upstate forever's records retention and enforcement policies. Only the land conservation director, in consultation with the executive director, can declare a violation and determine the appropriate course of action to be taken. Iv.monitors the upstate forever's monitors, both staff and volunteer, will work under the direct supervision of the land conservation director or designated stewardship staff. Prior to commencing monitoring, anyone involved with the inspection shall receive instructions on the purpose and process for performing an inspection in a safe and professional manner consistent with the needs of upstate forever.

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 4, Part XIII

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 expenses in the statement of activities, statement of functional expenses and statement of cash flows. The funding source that enables the purchase of these easements is shown as a revenue in the statement of activities and statement of cash flows, resulting in a net zero effect on net assets.

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IRS990/Desc0CLEAN WATER IN 2018, THE CLEAN WATER PROGRAM COLLABORATED WITH DRINKING WATER UTILITIES IN SPARTANBURG, GREENVILLE AND ANDERSON COUNTIES IN SOUTH CAROLINA TO DEVELOP SOURCE WATER PROTECTION PLANS IN THE TYGER, PACOLET AND THREE & TWENTY CREEK WATHERSHEDS. THESE WATER PROTECTION PLANS HELP TO PROTECT THESE CRITICAL DRINKING WATER RESOURCES BY ADDRESSING BACTERIA, SEDIMENT, AND NUTRIENT POLLUTION. SERVED AS A STAKEHOLDER ON THE STATE WATER PLANNING PROCESS ADVISORY COMMITTEE IN THE DEVELOPMENT OF A STATE OF SC WATER PLAN. LED DISCUSSIONS WITH STATE AND FEDERAL AGENCIES TO IMPROVE WETLAND AND STREAM MITIGATION ACROSS THE STATE. ASSISTED WITH THE EXPANSION OF THE SC ADOPT A STREAM THROUGH VOLUNTEER TRAININGS AND BY PROVIDING EQUIPMENT TO VOLUNTEERS FOR THIS CITIZEN SCIENCE MONITORING PROGRAM. COMPLETED FOUR BLUEWAY MAPS (PADDLE TRAIL MAPS) AVAILABLE BOTH ONLINE AND IN PRINT FORM TO ENCOURAGE WATER RECREATION OPPORTUNITIES FOR THE ENOREE, CHAUGA, PACOLET, AND REEDY RIVERS. CONTINUED MONITORING A UTILITY COMPANY'S COMPLIANCE WITH A VOLUNTARY SETTLEMENT AGREEMENT TO REMOVE COAL ASH PONDS WHICH THREATEN THE SALUDA RIVER. COLLABORATED WITH THE REEDY RIVER WATER QUALITY GROUP TO IMPROVE WATER QUALITY IN THE REEDY RIVER WATERSHED THROUGH LOCAL ENGAGEMENT. PROVIDED COMMENTS TO STATE AND FEDERAL AGENCIES REGARDING ANY PERMITS WITH ANY POTENTIAL IMPACTS TO WATER QUALITY/QUANTITY.
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IRS990/ProgSrvcAccomActy2Grp/Desc0LAND TRUST THE UPSTATE FOREVER LAND TRUST PROGRAM IS ACCREDITED BY THE NATIONAL LAND TRUST ASSOCIATION AND HAS PROTECTED 22,023 ACRES THROUGH 125 CONSERVATION EASEMENTS IN THE UPSTATE OF SOUTH CAROLINA. 35% OF THE CONSERVATION EASEMENTS PROVIDE PROVIDE PUBLIC ACCESS AND 35% ARE WORKING FARMS. OVER 15% OF THE EASEMENTS PROTECT PROPERTIES ALONG OR NEAR SCENIC HIGHWAY 11. IN 2018 UPSTATE FOREVER HELPED TO PRESERVE SIGNIFICANT ACREAGE ADJACENT TO PARIS MOUNTAIN STATE PARK. THREE PROJECTS, TOTALING 234 ACRES, WERE PRESERVED AND ADDED TO THE STATE PARK OR CONSERVED BY A PRIVATE LANDOWNER.
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IRS990/ProgSrvcAccomActy3Grp/Desc0LAND POLICY AND PLANNING AND ENERGY IN 2018 LAND POLICY AND PLANNING FACILITATED A WORKSHOP SERIES TO EDUCATE ELECTED OFFICIALS ON SMARTER LAND USE POLICIES. COORDINATED ADVOCACY EFFORTS OF TRANSIT AND HOUSING ADVOCATES, INCLUDING CO-HOSTING A GREENVILLE COUNTY HOUSING SUMMIT. ENGAGED GREENVILLE COUNTY CITIZENS IN LOCAL LAND USE PLANNING PROCESSES. SUPPORTED BETTER LAND USE PLANNING IN SPARTANBURG COUNTY. ASSISTED THE CITY OF LANDRUM WITH EFFORTS TO ADVANCE LAND USE POLICIES TO ENACT THEIR RECENTLY ADOPTED COMPREHENSIVE PLAN. SUCCESSFULLY ADVOCATED FOR STRENGTHENED LAND DEVELOPMENT REGULATIONS IN THE CITY OF CLEMSON AND SUPPORTED ADOPTION OF AN URBAN VILLAGE ZONING DISTRICT IN THE CITY OF MAULDIN. ALSO, ENERGY STAFF CREATED A "PIPELINES 101" WEBINAR SERIES AND RESOURCE LANDING PAGE TO HELP COMMUNITIES BATTLING GAS PIPELINES AND RELATED ISSUES.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0SIGNING 125 CONSERVATION AGREEMENTS THAT PROTECT NEARLY 22,000 ACRES OF CRITICAL LANDS IN THE REGION, SUCH AS ADDITIONS TO PARIS MOUNTAIN STATE PARK IN GREENVILLE, BUFFER LANDS TO THE CLEMSON FOREST IN PICKENS COUNTY, PUBLIC ACCESS TO FALLS PARK IN THE CITY OF GREENVILLE, KEY TRACTS IN THE BLUE RIDGE ESCARPMENT, LAND ALONG HIGHWAY 11, AND A NUMBER OF BEAUTIFUL FARMLANDS THAT COLLECTIVELY HELP TO PRESERVE OUR GREATLY THREATENED NATURAL HERITAGE. BECOMING THE FIRST LAND TRUST ORGANIZATION IN SOUTH CAROLINA TO RECEIVE NATIONAL ACCREDITATION PLAYING AN ESSENTIAL ROLE IN SECURING AND OPENING GREENVILLE'S GHS SWAMP RABBIT TRAIL AND CATALYZING AN EXTENSION OF THE TRAIL FROM DOWNTOWN TO CU- ICAR AND CONTINUING TO PLAY AN ACTIVE ROLE TO COMPLETE THE LONG-TERM PLAN FOR THE TRAIL ESTABLISHING AND OPERATING THE GREENVILLE B-CYCLE BIKE-SHARE PROGRAM LEADING COORDINATION OF BLUEWAY TRAIL MAPPING THROUGHOUT SC AND CATALYZING RIVER ACCESS ACROSS THE UPSTATE MOBILIZING PUBLIC OPPOSITION TO STOP DUKE ENERGY'S PROPOSED SUBSTATION AND 45-MILE LONG TRANSMISSION LINE ACROSS THE FOOTHILLS AND BLUE RIDGE MOUNTAINS OF THE UPSTATE AND WESTERN NORTH CAROLINA APPEALED A PROPOSED 254-HOME SUBDIVISION THAT WOULD HAVE FOREVER ALTERED THE CHARACTER OF GLASSY MOUNTAIN, A PICKENS COUNTY ICON, AND WORKED WITH THE LANDOWNERS AND COMMUNITY MEMBERS TO REALIZE A CONSERVATION SOLUTION SECURING A VOLUNTARY AGREEMENT FROM DUKE ENERGY TO REMOVE COAL ASH IMPROPERLY STORED ALONG THAT SALUDA RIVER ASSISTING THE SOUTHERN ENVIRONMENTAL LAW CENTER IN A SUCCESSFUL US 4TH CIRCUIT APPEAL ADDRESSING THE 2014 DIESEL SPILL IN BELTON, SC SUCCESSFULLY ADVOCATING FOR IMPLEMENTATION OF THE FEDERAL COURT'S CONSENT DECREE TO REMOVE PCB-CONTAMINATED SEDIMENT AND TWO DAMS ON THE TWELVE MILE RIVER STOPPING A PROPOSED MEGA-LANDFILL IN SPARTANBURG COUNTY AND A COAL ASH LANDFILL IN PICKENS COUNTY AND PROMOTING WASTE REDUCTION AND RECYCLING THROUGH COLLECTION EVENTS FOR HOUSEHOLD HAZARDOUS WASTE AND PHARMACEUTICALS RELEASING AN EYE-OPENING GROWTH PROJECTION STUDY FOR THE UPSTATE THAT SHOWS WHAT OUR REGION WILL LOOK LIKE IN 2040 IF CURRENT DEVELOPMENT PATTERNS AND POLICIES REMAIN UNCHANGED MANAGING ONE OF THE MOST COMPREHENSIVE WATERSHED STUDIES EVER UNDERTAKEN IN THE COUNTRY AND LEADING IMPLEMENTATION OF MANY RECOMMENDED SOLUTIONS THROUGHOUT THE SALUDA-REEDY WATERSHED, RESULTING IN SIGNIFICANT WATER QUALITY IMPROVEMENTS WHICH ALLOW RESIDENTS AND INDUSTRIES TO CONTINUE TO USE AND ENJOY LAKE GREENWOOD ADVOCATING SUCCESSFULLY FOR THE ENACTMENT OF HOSPITALITY TAXES IN GREENVILLE AND SPARTANBURG COUNTIES TO FUND PARKS AND GREENWAYS CREATING AND SUCCESSFULLY ADVOCATING FOR THE ADOPTION OF THE STORMWATER BANKING PROGRAM, A MARKET-BASED INITIATIVE FOR CLEANER WATER THAT PROVIDES INCENTIVES FOR BETTER DEVELOPMENT IN THE CITY AND COUNTY OF GREENVILLE RESTORING NEARLY 3,000 FEET OF TROUT HABITAT IN THE SOUTH SALUDA RIVER ADVOCATING SUCCESSFULLY FOR THE ENACTMENT OF PROGRESSIVE LOCAL ORDINANCES THAT EFFECTIVELY ENCOURAGE MORE WALKABLE COMMUNITIES, TREE PROTECTION, STREAM BUFFERS, CLUSTERED DEVELOPMENTS, BIG BOX STORES, AND PARKING LOTS, COMPLETING THE LEED PLATINUM-CERTIFIED RENOVATION OF OUR GREENVILLE OFFICE AND INTRODUCING THE EARTHCRAFT GREEN BUILDING STANDARD TO SOUTH CAROLINA THROUGH OUR "UPSTATE HOUSE" PROJECT.
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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