Civic Intelligence

Upper Savannah Land Trust

990 • Fiscal year 2021 • EIN 57-1109364

Jan 01, 2021 to Dec 31, 2021 • Filed on May 10, 2022

430 Helix RoadGreenwood, SC 29646

(864) 941-8078

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

29th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

87th percentile

51%

Higher net margin than 87% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

61st percentile

$31,200

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 15.5% of source-year revenue.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

55th percentile

12%

Faster asset growth than 55% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

18th percentile

-17%

Faster revenue growth than 18% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Assets

Up

$932,874

Up $101,916 (+12%) from 2020

Net Assets

Up

$932,874

Up $101,916 (+12%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$200,980

Down $41,321 (-17%) from 2020

Expenses

Up

$99,064

Up $41,619 (+72%) from 2020

Net Income

Down

$101,916

Down $82,940 (-45%) from 2020

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2011: $47,590,196Liabilities 2011: $0Net Assets 2011: $47,590,1962011Assets 2012: $50,358,926Liabilities 2012: $0Net Assets 2012: $50,358,9262012Assets 2013: $51,963,747Liabilities 2013: $0Net Assets 2013: $51,963,7472013Assets 2014: $54,092,587Liabilities 2014: $0Net Assets 2014: $54,092,5872014Assets 2015: $55,904,504Liabilities 2015: $0Net Assets 2015: $55,904,5042015Assets 2016: $466,713Liabilities 2016: $0Net Assets 2016: $466,7132016Assets 2017: $557,705Liabilities 2017: $0Net Assets 2017: $557,7052017Assets 2018: $672,437Liabilities 2018: $0Net Assets 2018: $672,4372018Assets 2019: $646,102Liabilities 2019: $0Net Assets 2019: $646,1022019Assets 2020: $830,958Liabilities 2020: $0Net Assets 2020: $830,9582020Assets 2021: $932,874Liabilities 2021: $0Net Assets 2021: $932,8742021Assets 2022: $1,076,897Liabilities 2022: $0Net Assets 2022: $1,076,8972022Assets 2023: $1,202,916Liabilities 2023: $0Net Assets 2023: $1,202,9162023Assets 2024: $1,305,027Liabilities 2024: $0Net Assets 2024: $1,305,0272024

Highlighted filing

2021

Assets$932,874
Liabilities$0
Net Assets$932,874

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $42,0492011Expenses 2012: $42,5732012Expenses 2013: $32,5942013Revenue 2014: $2,187,506Expenses 2014: $64,042Net Income 2014: $2,123,4642014Revenue 2015: $1,874,900Expenses 2015: $62,983Net Income 2015: $1,811,9172015Revenue 2016: $125,666Expenses 2016: $93,114Net Income 2016: $32,5522016Revenue 2017: $311,867Expenses 2017: $220,875Net Income 2017: $90,9922017Revenue 2018: $190,318Expenses 2018: $75,586Net Income 2018: $114,7322018Revenue 2019: $48,684Expenses 2019: $75,019Net Income 2019: -$26,3352019Revenue 2020: $242,301Expenses 2020: $57,445Net Income 2020: $184,8562020Revenue 2021: $200,980Expenses 2021: $99,064Net Income 2021: $101,9162021Revenue 2022: $331,516Expenses 2022: $187,493Net Income 2022: $144,0232022Revenue 2023: $207,068Expenses 2023: $81,049Net Income 2023: $126,0192023Revenue 2024: $213,009Expenses 2024: $110,898Net Income 2024: $102,1112024

Highlighted filing

2021

Revenue$200,980
Expenses$99,064
Net Income$101,916
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 10, 2022
Return Version
2021v4.0
Gross Receipts
$313,946
Mission and Program Overview

Mission

The mission of the upper savannah land trust is to encourage and support conservation of natural and scenic lands, farms, forests, waterways, and open spaces on our eight-county area: abbeville, anderson, edgefield, greenwood, laurens, mccormick, newberry, and saluda counties in the upstate of south carolina.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$830,958$932,874▲ $101,916
Investments in Publicly Traded Securities$620,839$775,031▲ $154,192
Cash and Non-Interest-Bearing Accounts$210,119$157,843▼ $52,276
Total Assets$830,958$932,874▲ $101,916
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$830,958$932,874▲ $101,916
Total Liabilities and Net Assets / Fund Balance$830,958$932,874▲ $101,916

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$620,839$115,000▲ $45,968-$775,031
2020$603,084$5,000▲ $17,794-$620,839
2019$596,950$31,000▼ $19,344-$603,084
2018$477,978$73,500▲ $50,994-$596,950
2017$440,340$12,500▲ $28,698-$477,978
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Wade HarrisonExecutive DiPT$31,200$31,200

Board Members and Trustees

NameTitle
Sandy GreshamPresident
Brad Thompson SrBoard Member
Bryan GreenBoard Member
Charles HollingsworthBoard Member
Charles KempBoard Member
Chuck GreshamBoard Member
Derek KinneyBoard Member
Frank WidemanBoard Member
Holly WelchBoard Member
J William Rogers IiBoard Member
Jimmy SandersBoard Member
John PatrickBoard Member
Patrick GriswoldBoard Member
Robyn AgnewBoard Member
Stephen Baggett JrBoard Member
Tim BurkeBoard Member
Wayne SteffenBoard Member
Welborn AdamsBoard Member
Rossie CorwonImm Past Pre
Rick GreenSecretary
Andy RobinsonTreasurer
Doug BellVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$44,722
Program Service Revenue
$93,888
Investment Income
$45,968
Other Revenue
$16,402
All Other Contributions
$12,000
Change in Net Assets
$101,916

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$67,864
Salaries, Compensation, and Employee Benefits$31,200
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$15,600$15,600-$31,200
Fees for Services Accounting-$10,300-$10,300
Insurance-$8,607-$8,607
Fees for Service Investment Mgmnt Fees-$6,778-$6,778
Fees for Services Legal$3,614--$3,614
Occupancy-$3,600-$3,600
Travel$1,995--$1,995
Office Expenses-$1,992-$1,992
Other Expenses$1,914--$1,914
Conferences and Meetings$531$87-$618
Information Technology-$336-$336
All Other Expenses$34$57-$91
Advertising-$39-$39
Total Functional Expenses$51,668$47,396$0$99,064
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$25,090
Fundraising Direct Expenses$8,688
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Sporting Clays$18,060$18,060$1,697$16,363
Annual Meeting$7,030$7,030$319$6,711
Total Events$25,090$25,090$8,688$16,402
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

Sandy gresham chuck gresham board member board member family relationship

Form 990, Page 6, Part VI, Line 6

Individuals or businesses wishing to join with the upper savannah land trust in protecting the natural beauty and integrity of the area may become a member by making a contribution of 50 or more to the organization.

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

Officers and board members are voted on by the members at the organization's annual meeting.

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

A copy of form 990 was provided to the board and executive director prior to filing.

Form 990, Page 6, Part VI, Line 12C

Each covered person is obligated to verbally disclose, and disclose in writing when asked, to the board or executive director the existence and nature of any actual, potential, or perceived conflict of interest.

Form 990, Page 6, Part VI, Line 19

The organization makes its governing documents and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Upper Savannah Land Trust
EIN
57-1109364
Phone
8649418078
Address
430 HELIX ROAD, GREENWOOD, SC 29646

Signing Officer

Name
Wade Harrison
Title
Executive Director
Phone
8649418078
Signed
2022-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Wade Harrison
Formed
2000
Legal Domicile
Sc
Voting Board Members
22
Independent Board Members
22
Employees
0
Volunteers
8

Preparer

Firm
Manley Garvin LLC
Address
PO BOX 429, GREENWOOD, SC 29648
Preparer
Bonnie C Ashley
Phone
8642294951
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The mission of the upper savannah land trust is to encourage and support conservation of natural and scenic lands, farms, forests, waterways, and open spaces on our eight-county area: abbeville, anderson, edgefield, greenwood, laurens, mccormick, newberry, and saluda counties in the upstate of south carolina.

Financial Statement Notes

Schedule D, Page 1, Part II, Line 5

The easement enforcement policies are available upon request.

Schedule D, Page 1, Part II, Line 9

The organization has determined that there is no reportable value for a conservation easement that has been acquired by the land trust due to the fact that donor has not given up ownership of the land to the land trust, and any development rights have been severely limited or extinguished entirely. Therefore, the organization does not record any revenue or asset acquisition upon receipt of a conservation easement.

Schedule D, Page 2, Part V, Line 4

The stewardship fund can be used to maintain and protect our conservation easements in perpetuity with activities such as yearly monitoring and defending an easement in case of a violation.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5IMM PAST PRE
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt21BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt22BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02000
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IRS990/FSAuditedInd0false
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IRS990/FundraisingGrossIncomeAmt025090
IRS990/GainOrLossGrp/SecuritiesAmt030145
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IRS990/GoverningBodyVotingMembersCnt022
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IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0134423
IRS990/GrossReceiptsAmt0313946
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IRS990/IncludeFIN48FootnoteInd0false
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IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
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IRS990/MembershipDuesAmt019272
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IRS990/MissionDesc0THE MISSION OF THE UPPER SAVANNAH LAND TRUST IS TO ENCOURAGE AND SUPPORT CONSERVATION OF NATURAL AND SCENIC LANDS, FARMS, FORESTS, WATERWAYS, AND OPEN SPACES ON OUR EIGHT-COUNTY AREA: ABBEVILLE, ANDERSON, EDGEFIELD, GREENWOOD, LAURENS, MCCORMICK, NEWBERRY, AND SALUDA COUNTIES IN THE UPSTATE OF SOUTH CAROLINA.
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IRS990/NetAssetsOrFundBalancesEOYAmt0932874
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IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt016402
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt016402
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IRS990/OccupancyGrp/ManagementAndGeneralAmt03600
IRS990/OccupancyGrp/TotalAmt03600
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01992
IRS990/OfficeExpensesGrp/TotalAmt01992
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0SERVICES RENDERED
IRS990/OtherExpensesGrp/Desc1EASEMENT MONITORING
IRS990/OtherExpensesGrp/Desc2APPRAISAL FEE
IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTIONS
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IRS990/OtherExpensesGrp/ProgramServicesAmt112000
IRS990/OtherExpensesGrp/ProgramServicesAmt22530
IRS990/OtherExpensesGrp/ProgramServicesAmt31914
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IRS990/OtherExpensesGrp/TotalAmt22530
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IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0WADE HARRISON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0110000
IRS990/ProgramServiceRevenueGrp/Desc0EASEMENT FEES
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0178348
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt017795
IRS990/PYOtherExpensesAmt029845
IRS990/PYOtherRevenueAmt014706
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IRS990/PYRevenuesLessExpensesAmt0184856
IRS990/PYSalariesCompEmpBnftPaidAmt027600
IRS990/PYTotalExpensesAmt057445
IRS990/PYTotalRevenueAmt0242301
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0101916
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0830958
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0932874
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME-FUNDRAISING, ETC. 64,095
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0178348
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt016930
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt048055
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0173460
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt015321
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt014765
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt011199
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt036700
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt074573
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0107816
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0344429
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt015823
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt013489
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt015321
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt014765
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt011199
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt070597
IRS990ScheduleA/InvestmentIncomeCYPct00.08000
IRS990ScheduleA/InvestmentIncomePYPct00.07000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt016402
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt014706
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt014398
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt016696
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt01893
IRS990ScheduleA/OtherIncome509Grp/TotalAmt064095
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.85680
IRS990ScheduleA/PublicSupportPY509Pct00.87510
IRS990ScheduleA/PublicSupportTotal509Amt0805944
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0209800
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt053630
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0122628
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0281276
IRS990ScheduleA/Total509Grp/TotalAmt0805944
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0170835

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.31$0.00$1.31$0.21$0.11$0.10
2023Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.21$0.08$0.13
2022Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.33$0.19$0.14
2021Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.20$0.10$0.10
2020Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.24$0.06$0.18
2019Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.05$0.08$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.19$0.08$0.11
2017Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.31$0.22$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.13$0.09$0.03
2015Detailed filing. Detailed filing data is available for this year.$55.9$0.00$55.9$1.87$0.06$1.81
2014Detailed filing. Detailed filing data is available for this year.$54.1$0.00$54.1$2.19$0.06$2.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$52.0$0.00$52.0$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$50.4$0.00$50.4$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$47.6$0.00$47.6$0.04