Civic Intelligence

Upstate Preservation Trust

EIN 85-2706026 • 501(c)3 • Greenville, SC

Profile

To preserve and protect the history of Upstate South Carolina through education, community engagement, and stewardship

9 Valerie DrGreenville, SC 29615

preserveupstate.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

70th percentile

17%

Higher net margin than 70% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

97th percentile

170%

Faster asset growth than 97% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

1355%

Faster revenue growth than 99% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$249,932

Up $157,193 (+170%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$249,932

Up $157,193 (+170%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin70th percentile

Revenue

Up

$1,457,400

Up $1,357,245 (+1355%) from 2023

Expenses

Up

$1,207,366

Up $1,198,405 (+13374%) from 2023

Net Income

Up

$250,034

Up $158,840 (+174%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth97th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2023: $92,739Liabilities 2023: $0Net Assets 2023: $92,7392023Assets 2024: $249,932Liabilities 2024: $0Net Assets 2024: $249,9322024

Highlighted filing

2024

Assets$249,932
Liabilities$0
Net Assets$249,932
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0Revenue 2023: $100,155Expenses 2023: $8,961Net Income 2023: $91,1942023Revenue 2024: $1,457,400Expenses 2024: $1,207,366Net Income 2024: $250,0342024

Highlighted filing

2024

Revenue$1,457,400
Expenses$1,207,366
Net Income$250,034
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$249,932
Liabilities
$0
Net assets
$249,932
Revenue
$1,457,400
Expenses
$1,207,366
Net income
$250,034
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$1.46$1.21$0.25
2023Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.10$0.01$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 25, 2025
Return Version
2024v5.1
Gross Receipts
$1,457,400
Mission and Program Overview

Mission

The mission of the Upstate Preservation Trust is to preserve and protect the historic fabric of the Upstate of South Carolina. The organization was developed out of an urgent need to help protect the large quantity of buildings that are being demolished due to intense development pressure in our region of South Carolina. As an organization we have identified education community engagement and stewardship as three key areas that we believe are important to accomplishing our mission of preserving the historic spaces of the Upstate.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$0$129,021▲ $129,021
Cash and Non-Interest-Bearing Accounts$92,739$120,666▲ $27,927
Prepaid Expenses and Deferred Charges$159$245▲ $86
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$92,898$249,932▲ $157,034
Other Assets Total$0$0→ $0
Liabilities
Deferred Revenue$93,000$0▼ $93,000
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$93,000$0▼ $93,000
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,848$249,656▲ $247,808
Net Assets Without Donor Restrictions$-1,950$276▲ $2,226
Total Net Assets Fund Balance$-102$249,932▲ $250,034
Total Liabilities and Net Assets / Fund Balance$92,898$249,932▲ $157,034
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Lindsey StrandChair
Samuel HayesVice Chair
Lillian BoatrightSecretary
Lilah WestmorelandTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,457,400
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$1,456,244
Change in Net Assets
$250,034
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,205,000
Other Expenses$2,366
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,205,000--$1,205,000
Fees for Services Other$2,500$0$0$2,500
Office Expenses$0$-134$0$-134
Total Functional Expenses$1,207,500$-134$0$1,207,366
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
County of Greenville SCGreenville, SC-Public recreation$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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

Part VI, Line 11A

“All executive board members were provided with a PDF of the form to review via email. The form was then discussed and approved in our monthly meeting.”

Part VI, Line 12C

“All board members may ask to address the board during monthly meeting by requesting an agenda item be added to the agenda prior to the meeting.”

Filing and Contact Details

Filer

Filer Name
Upstate Preservation Trust
EIN
85-2706026
In Care Of
% Lindsey Strand
Phone
8643202083
Address
9 VALERIE DR, GREENVILLE, SC 29615

Signing Officer

Name
Maria Halatcheva
Title
Treasurer
Signed
2025-07-25

Organization Details

Formed
2022
Legal Domicile
Sc
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
10
Supplemental Narrative

Additional Explanations

Part III, line 2

“UPT acquired grant funding from the Greenville County Historic and Natural Resources Trust and the South Carolina Conservation Bank n the amount of 1,205,000 for the purchase of Oakland Plantation in Simpsonville SC. Ownership of the land and buildings was then immediately same day transferred to the County of Greenville.”

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IRS990/ProgSrvcAccomActy2Grp/Desc0Payment to Preservation South for Existing Conditions Report on Oakland Plantation
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