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.
82¢ of each $1 spent went to programs.
$373K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2024 · 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
82%
of spending
Looks good: 82% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$373K
to officers and key staff · 8% of spending
Looks good: pay to officers and key staff is 8% of spending; 15% or less.
Pt VII · Sec A
4 mo
of spending, in cash
Plus $5.8M in investments, Pt X · Ln 11–13
Looks good: 4.2 months of spending in cash; 3 or more.
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
$155K
2% of total assets
Looks good: liabilities are 2% of assets; 50% or less.
Pt X · Ln 26
Independent board members
16
of 16 voting members
Looks good: 16 of 16 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$4.0M
-13% vs prior year
Spent
$4.4M
To programs
82%
Net assets
$9.3M
By yearFY2020–FY2025
Revenue
$4.0M
FY2024▼ -13%
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
$4.4M
FY2024▲ +40%
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
$9.3M
FY2024▼ -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 FY2024 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2025) →

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

82 cents of each dollar spent went to programs.

Program services 82% · $3.6M Management & general 6% · $264K Fundraising 12% · $536K

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

20 people listed on the 990; $373K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Di
$133,765Pt VII · Sec A
Deputy Direc
$102,875Pt VII · Sec A
Financial Di
$96,538Pt VII · Sec A
Exec Dir Jan
$39,591Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$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.

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Provided by the organization

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3 programs · $2.8M · in their own filed words · FY2024
01

The upstate forever land conservation program is accredited by the land trust accreditation commission and has protected 32,102 acres through 171 conservation easements in the upstate of south carolina. 30% of the easements provide public access and 24% are working farms.

$2.2Mprogram expense
02

In 2024, 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 protect land in the tyger river watershed in greenville and spartanburg counties and the three and twenty creek watershed in…

$378Kprogram expense
03

In 2024, 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.

$280Kprogram 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 FY2024 990, line by line.

1The main four
Money inPt VIII
$4.0M
Ln 12
Gifts and grantsLn 1h$3.7M
Investment incomeLn 3$267K
Fees for servicesLn 2g$25K
Money outPt IX
$4.4M
Ln 25
Programscol B$3.6M
Managementcol C$264K
Fundraisingcol D$536K
Owns and owesPt X
$9.3M
net assets · Ln 32
Cash and savingsLn 1–2$1.6M
Total assetsLn 16$9.4M
LiabilitiesLn 26$155K
PeoplePt VI, VII
20
listed · VII A
PaidVII A4
Voting boardVI 1a16
IndependentVI 1b16
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$3.7M
Government grantsLn 1e$1.3M
Noncash giftsLn 1g$384K
Fees for servicesLn 2g$25K
Investment incomeLn 3$267K
Total revenueLn 12$4.0M
Assets in detailPt X, end of year
CashLn 1$348K
SavingsLn 2$1.2M
Cash and savings togetherLn 1–2$1.6M
InvestmentsLn 11–13$5.8M
Land, buildings, equipmentLn 10c$555K
Other assetsLn 15$14K
Total assetsLn 16$9.4M
LiabilitiesLn 26$155K
Net assetsLn 32$9.3M
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 FY24End FY24
Cash and savingsLn 1–2$1.7M$1.6M
InvestmentsLn 11–13$5.7M$5.8M
Land, buildings, equipmentLn 10c$556K$555K
Total assetsLn 16$9.5M$9.4M
LiabilitiesLn 26$82K$155K
Net assetsLn 32$9.4M$9.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$542K$542K
Grants to domestic individualsLn 2$794K$794K
Pay of current officers, directors and key staffLn 5$288K$95K$122K$72K
Other salaries and wagesLn 7$1.6M$1.2M$131K$213K
Pension plan contributionsLn 8$50K$35K$10K$6K
Other employee benefitsLn 9$87K$65K$9K$13K
Payroll taxesLn 10$134K$97K$16K$21K
Legal feesLn 11b$26K$26K
Accounting feesLn 11c$57K$57K
Lobbying feesLn 11d$130K$130K
Professional fundraising feesLn 11e$45K$45K
Investment management feesLn 11f$34K$34K
Other fees for servicesLn 11g$240K$186K$23K$31K
Office expensesLn 13$50K$33K$5K$13K
Information technologyLn 14$125K$69K$26K$30K
OccupancyLn 16$43K$25K$17K$2K
TravelLn 17$48K$42K$1K$4K
Conferences, conventions and meetingsLn 19$67K$27K$4K$37K
Depreciation, depletion and amortizationLn 22$24K$24K
InsuranceLn 23$38K$12K$25K$300
Other expenses (24a–d)Ln 24$42K$237K−$241K$45K
All other expensesLn 24e$10K$4K$583$6K
Total functional expensesLn 25$4.4M$3.6M$264K$536K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $7.3M$7.7M−$407K$9.4M 990 PDF
FY2024 Viewing $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 FY2024 990 (6 parts)
Part I · Summary $3,966,855 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $4,360,741$3,674,930
I-9 Program service revenuePrior year $17,000$25,245
I-10 Investment incomePrior year $205,350$266,680
I-11 Other revenue$0
I-12 Total revenuePrior year $4,583,091$3,966,855
I-13 Grants and similar amounts paidPrior year $193,250$1,336,980
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $1,952,041$2,115,047
I-16a Professional fundraising feesPrior year $165,000$45,000
I-17 Other expensesPrior year $852,062$935,804
I-18 Total expensesPrior year $3,162,353$4,432,831
I-19 Revenue less expensesPrior year $1,420,738−$465,976
Part VI · Governance 16 of 16 board members independent, no flags
VI-1a Voting members of the governing body16
VI-1b Independent voting members16
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 $3,966,855 across 7 lines filed
VIII-1e Government grants$1,268,106
VIII-1f All other contributions, gifts and grants$2,406,824
VIII-1g Noncash contributions (included above)$383,983
VIII-1h Total contributions, gifts and grants$3,674,930
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $25,245$25,245
VIII-3 Investment incomeExcluded from tax $266,680$266,680
VIII-12 Total revenueRelated to mission $25,245 · Excluded from tax $266,680$3,966,855
Part IX · Statement of functional expenses $4,432,831 across 22 lines filed
IX-1 Grants to domestic organizationsPrograms $542,480$542,480
IX-2 Grants to domestic individualsPrograms $794,500$794,500
IX-5 Pay of current officers, directors and key staffPrograms $94,912 · Management $121,622 · Fundraising $71,562$288,096
IX-7 Other salaries and wagesPrograms $1,212,311 · Management $131,080 · Fundraising $212,564$1,555,955
IX-8 Pension plan contributionsPrograms $34,622 · Management $9,599 · Fundraising $5,519$49,740
IX-9 Other employee benefitsPrograms $65,222 · Management $8,933 · Fundraising $12,727$86,882
IX-10 Payroll taxesPrograms $97,145 · Management $16,052 · Fundraising $21,177$134,374
IX-11b Legal feesPrograms $26,485$26,485
IX-11c Accounting feesManagement $57,490$57,490
IX-11d Lobbying feesPrograms $129,645$129,645
IX-11e Professional fundraising feesFundraising $45,000$45,000
IX-11f Investment management feesManagement $34,215$34,215
IX-11g Other fees for servicesPrograms $186,399 · Management $23,349 · Fundraising $30,674$240,422
IX-13 Office expensesPrograms $32,636 · Management $4,996 · Fundraising $12,570$50,202
IX-14 Information technologyPrograms $69,112 · Management $26,435 · Fundraising $29,634$125,181
IX-16 OccupancyPrograms $24,786 · Management $16,792 · Fundraising $1,906$43,484
IX-17 TravelPrograms $42,140 · Management $1,304 · Fundraising $4,268$47,712
IX-19 Conferences, conventions and meetingsPrograms $26,993 · Management $3,609 · Fundraising $36,782$67,384
IX-22 Depreciation, depletion and amortizationManagement $23,664$23,664
IX-23 InsurancePrograms $12,450 · Management $24,971 · Fundraising $300$37,721
IX-24 Other expenses (24a–d)Programs $237,131 · Management −$240,598 · Fundraising $45,430$41,963
IX-24e All other expensesPrograms $3,608 · Management $583 · Fundraising $6,045$10,236
IX-25 Total functional expensesPrograms $3,632,577 · Management $264,096 · Fundraising $536,158$4,432,831
Part X · Balance sheet $9,434,451 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $500,873$348,217
X-2 Savings and temporary cash investmentsStart of year $1,161,053$1,209,617
X-3 Pledges and grants receivableStart of year $1,540,442$1,444,629
X-9 Prepaid expenses and deferred chargesStart of year $1,562$15,278
X-10c Land, buildings and equipment, netStart of year $555,903$554,768
X-11 Publicly traded securitiesStart of year $5,664,390$5,847,598
X-15 Other assetsStart of year $16,803$14,344
X-16 Total assetsStart of year $9,459,000$9,434,451
X-17 Accounts payable and accrued expensesStart of year $81,807$155,180
X-26 Total liabilitiesStart of year $81,807$155,180
X-27 Net assets without donor restrictionsStart of year $4,874,505$4,297,397
X-28 Net assets with donor restrictionsStart of year $4,502,688$4,981,874
X-32 Total net assets or fund balancesStart of year $9,377,193$9,279,271
X-33 Total liabilities and net assetsStart of year $9,459,000$9,434,451
Part XI · Reconciliation of net assets $9,279,271 net assets at year end
XI-1 Total revenue$3,966,855
XI-2 Total expenses$4,432,831
XI-3 Revenue less expenses−$465,976
XI-4 Net assets at start of year$9,377,193
XI-5 Net unrealized gains (losses) on investments$368,054
XI-10 Net assets at end of year$9,279,271

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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