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

501(c)(3) charity; gifts are tax-deductible.
91¢ of each $1 spent went to programs.
Run by 312 volunteers and 32 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 6
filings with a surplus
Average deficit $70K a year · 2% of revenue · last 6 filings
Concern: a surplus in 1 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
91%
of spending
Looks good: 91% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$474K
to officers and key staff · 6% of spending
Looks good: pay to officers and key staff is 6% of spending; 15% or less.
Pt VII · Sec A
3 mo
of spending, in cash
Fine: 2.7 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
4
named funders · $112K
Looks good: 4 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$88K
0.9% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
18
of 18 voting members
Looks good: 18 of 18 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$7.3M
+84% vs prior year
Spent
$7.7M
To programs
91%
Net assets
$9.4M
By yearFY2020–FY2025
Revenue
$7.3M
FY2025▲ +84%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.4M
FY2021$1.9M
FY2022$2.5M
FY2023$4.6M
FY2024$4.0M
FY2025$7.3M
Expenses
$7.7M
FY2025▲ +74%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.9M
FY2021$2.2M
FY2022$2.7M
FY2023$3.2M
FY2024$4.4M
FY2025$7.7M
Net assets
$9.4M
FY2025▲ +1%
Tap a bar for its year
Net assets by fiscal year
FY2020$8.8M
FY2021$8.9M
FY2022$7.4M
FY2023$9.4M
FY2024$9.3M
FY2025$9.4M

From the FY2025 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Dec 1998.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

91 cents of each dollar spent went to programs.

Program services 91% · $7.0M Management & general 3% · $202K Fundraising 7% · $522K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

22 people listed on the 990; $474K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Di
$143,670Pt VII · Sec A
Development
$120,000Pt VII · Sec A
Deputy Exec.
$108,050Pt VII · Sec A
Financial Di
$102,128Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Aldon Knight’s $144K as Executive Di is at the 60th percentile of top reported officer pay among 1851 $1–10M environment nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 5 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Aldon Knight$143,670$133,765$124,545———
Andrea Cooper—$39,591$128,401$123,419$115,000$94,231
Morgan Martin$120,000—————
Lisa Hallo$108,050$102,875————
Joy Dickerson$102,128$96,538$91,513$89,005——

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Upstate Forever executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Protects critical lands, waters, and the unique character of Upstate South Carolina.

Questions for Upstate Forever

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Provided by the organization

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3 programs · $6.0M · in their own filed words · FY2025
01

As of dec 31, 2025, the upstate forever land conservation program is accredited by the land trust accreditation commission and has protected 34,872 acres through 183 conservation easements in the upstate of south carolina. 30% of the easements provide public access and 24% are working farms.

$5.2Mprogram expense
02

In 2025, the clean water program collaborated with drinking water utilities as well as local, state, and federal partners to install a variety of best management practices to reduce water pollution and permanently protecting land in the tyger river watershed in greenville and spartanburg counties and the three and twenty creek watershed…

$427Kprogram expense
03

In 2025, 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…

$291Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
Total grants receivedfrom 4 funders$112K
See all 4 funders →
Grants paid · 27 grants · $5.8M · 2023–2025
Unitemized GrantFY2025$3,950,725
Unitemized GrantFY2025$225,000
Palmetto Piedmont Properties LLCFY2025$30,000
SpaceSC · FY2025$25,000
Upper Savannah Land TrustSC · FY2025$20,000
Foster Fields LLCFY2025$15,000
SC Parks & RecFY2025$10,800
Eli Brooks Properties LLCFY2025$10,000
Unitemized GrantFY2024$714,100
The King Family TrustFY2024$245,000
Unitemized GrantFY2024$80,400
McTimber Properties LLCFY2024$65,000
The Nature ConservancyVA · FY2024$50,000
Conserving CarolinaNC · FY2024$50,000
SpaceSC · FY2024$39,840
McTimber Properties LLCFY2024$24,200
Naturaland TrustSC · FY2024$18,440
See all 27 grants →

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$7.3M
Ln 12
Gifts and grantsLn 1h$6.6M
Other incomeLn 4–11$372K
Investment incomeLn 3$240K
Money outPt IX
$7.7M
Ln 25
Programscol B$7.0M
Managementcol C$202K
Fundraisingcol D$522K
Owns and owesPt X
$9.4M
net assets · Ln 32
Cash and savingsLn 1–2$1.7M
Total assetsLn 16$9.5M
LiabilitiesLn 26$88K
PeoplePt VI, VII
22
listed · VII A
PaidVII A4
Voting boardVI 1a18
IndependentVI 1b18
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$6.6M
Government grantsLn 1e$4.9M
Noncash giftsLn 1g$244K
Fees for servicesLn 2g$47K
Investment incomeLn 3$240K
Other incomeLn 4–11$372K
Total revenueLn 12$7.3M
Assets in detailPt X, end of year
CashLn 1$321K
SavingsLn 2$1.4M
Cash and savings togetherLn 1–2$1.7M
InvestmentsLn 11–13$6.5M
Land, buildings, equipmentLn 10c$529K
Other assetsLn 15$54K
Total assetsLn 16$9.5M
LiabilitiesLn 26$88K
Net assetsLn 32$9.4M
OperationsPt I, VI
EmployeesI 532
VolunteersI 6312
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$1.6M$1.7M
InvestmentsLn 11–13$5.8M$6.5M
Land, buildings, equipmentLn 10c$555K$529K
Total assetsLn 16$9.4M$9.5M
LiabilitiesLn 26$155K$88K
Net assetsLn 32$9.3M$9.4M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$142K$142K
Grants to domestic individualsLn 2$4.2M$4.2M
Pay of current officers, directors and key staffLn 5$258K$128K$130K
Other salaries and wagesLn 7$1.7M$1.3M$157K$325K
Pension plan contributionsLn 8$59K$45K$4K$10K
Other employee benefitsLn 9$72K$58K$325$13K
Payroll taxesLn 10$146K$104K$18K$24K
Accounting feesLn 11c$31K$31K
Lobbying feesLn 11d$116K$116K
Investment management feesLn 11f$31K$31K
Other fees for servicesLn 11g$446K$429K$15K$1K
Advertising and promotionLn 12$2K$2K$515
Office expensesLn 13$56K$38K$6K$11K
Information technologyLn 14$139K$87K$25K$27K
OccupancyLn 16$44K$27K$17K
TravelLn 17$49K$44K$2K$3K
Conferences, conventions and meetingsLn 19$93K$40K$1K$52K
Depreciation, depletion and amortizationLn 22$26K$26K
InsuranceLn 23$42K$11K$30K$451
Other expenses (24a–d)Ln 24$17K$224K−$260K$54K
All other expensesLn 24e$2K$2K$581
Total functional expensesLn 25$7.7M$7.0M$202K$522K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $7.3M$7.7M−$407K$9.4M 990 PDF
FY2024 $4.0M$4.4M−$466K$9.3M 990 PDF
FY2023 $4.6M$3.2M$1.4M$9.4M 990 PDF
FY2022 $2.5M$2.7M−$196K$7.4M 990 PDF
FY2021 $1.9M$2.2M−$286K$8.9M 990 PDF
FY2020 $1.4M$1.9M−$483K$8.8M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support M · Noncash O · Explanations
See the full FY2025 990 (6 parts)
Part I · Summary $7,284,433 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $3,674,930$6,625,405
I-9 Program service revenuePrior year $25,245$47,250
I-10 Investment incomePrior year $266,680$239,778
I-11 Other revenue$372,000
I-12 Total revenuePrior year $3,966,855$7,284,433
I-13 Grants and similar amounts paidPrior year $1,336,980$4,317,625
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $2,115,047$2,279,547
I-16a Professional fundraising feesPrior year $45,000$0
I-17 Other expensesPrior year $935,804$1,094,584
I-18 Total expensesPrior year $4,432,831$7,691,756
I-19 Revenue less expensesPrior year −$465,976−$407,323
Part VI · Governance 18 of 18 board members independent, no flags
VI-1a Voting members of the governing body18
VI-1b Independent voting members18
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $7,284,433 across 8 lines filed
VIII-1e Government grants$4,861,292
VIII-1f All other contributions, gifts and grants$1,764,113
VIII-1g Noncash contributions (included above)$244,435
VIII-1h Total contributions, gifts and grants$6,625,405
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $47,250$47,250
VIII-3 Investment incomeExcluded from tax $239,778$239,778
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $372,000$372,000
VIII-12 Total revenueRelated to mission $47,250 · Excluded from tax $611,778$7,284,433
Part IX · Statement of functional expenses $7,691,756 across 21 lines filed
IX-1 Grants to domestic organizationsPrograms $141,900$141,900
IX-2 Grants to domestic individualsPrograms $4,175,725$4,175,725
IX-5 Pay of current officers, directors and key staffPrograms $127,814 · Management $129,744$257,558
IX-7 Other salaries and wagesPrograms $1,262,878 · Management $157,045 · Fundraising $325,145$1,745,068
IX-8 Pension plan contributionsPrograms $45,322 · Management $3,522 · Fundraising $10,243$59,087
IX-9 Other employee benefitsPrograms $58,460 · Management $325 · Fundraising $13,262$72,047
IX-10 Payroll taxesPrograms $103,616 · Management $17,874 · Fundraising $24,297$145,787
IX-11c Accounting feesManagement $30,694$30,694
IX-11d Lobbying feesPrograms $116,310$116,310
IX-11f Investment management feesPrograms $31,497$31,497
IX-11g Other fees for servicesPrograms $429,204 · Management $15,062 · Fundraising $1,409$445,675
IX-12 Advertising and promotionPrograms $1,535 · Fundraising $515$2,050
IX-13 Office expensesPrograms $38,480 · Management $6,416 · Fundraising $10,769$55,665
IX-14 Information technologyPrograms $87,068 · Management $25,086 · Fundraising $26,897$139,051
IX-16 OccupancyPrograms $26,980 · Management $17,215$44,195
IX-17 TravelPrograms $44,465 · Management $1,515 · Fundraising $2,908$48,888
IX-19 Conferences, conventions and meetingsPrograms $39,783 · Management $1,369 · Fundraising $51,972$93,124
IX-22 Depreciation, depletion and amortizationManagement $26,220$26,220
IX-23 InsurancePrograms $11,190 · Management $30,370 · Fundraising $451$42,011
IX-24 Other expenses (24a–d)Programs $223,513 · Management −$260,189 · Fundraising $53,795$17,119
IX-24e All other expensesPrograms $1,504 · Fundraising $581$2,085
IX-25 Total functional expensesPrograms $6,967,244 · Management $202,268 · Fundraising $522,244$7,691,756
Part X · Balance sheet $9,505,667 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $348,217$321,183
X-2 Savings and temporary cash investmentsStart of year $1,209,617$1,388,503
X-3 Pledges and grants receivableStart of year $1,444,629$708,700
X-9 Prepaid expenses and deferred chargesStart of year $15,278$15,797
X-10c Land, buildings and equipment, netStart of year $554,768$528,549
X-11 Publicly traded securitiesStart of year $5,847,598$6,488,849
X-15 Other assetsStart of year $14,344$54,086
X-16 Total assetsStart of year $9,434,451$9,505,667
X-17 Accounts payable and accrued expensesStart of year $155,180$88,315
X-26 Total liabilitiesStart of year $155,180$88,315
X-27 Net assets without donor restrictionsStart of year $4,297,397$3,959,880
X-28 Net assets with donor restrictionsStart of year $4,981,874$5,457,472
X-32 Total net assets or fund balancesStart of year $9,279,271$9,417,352
X-33 Total liabilities and net assetsStart of year $9,434,451$9,505,667
Part XI · Reconciliation of net assets $9,417,352 net assets at year end
XI-1 Total revenue$7,284,433
XI-2 Total expenses$7,691,756
XI-3 Revenue less expenses−$407,323
XI-4 Net assets at start of year$9,279,271
XI-5 Net unrealized gains (losses) on investments$545,404
XI-10 Net assets at end of year$9,417,352

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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