LAND TRUST FOR TENNESSEE INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LAND TRUST FOR TENNESSEE INC (EIN 62-1770549)
- Tax period
- 2022-04-01 to 2023-03-31
- Filed
- 2023-12-19
- IRS object ID
- 202303539349301310
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-12-19T13:35:21-06:00 | ReturnTs |
| Tax Period End | 2023-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 620713250 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KRAFTCPAS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 GREAT CIRCLE ROAD | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37228 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 621770549 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LAND TRUST FOR TENNESSEE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAND | BusinessNameControlTxt |
| Phone | 6152445263 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4000 FRANKLIN PIKE | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL MALONE | PersonNm |
| Person Title | DIRECTOR OF FINANCE | PersonTitleTxt |
| Phone | 6152445263 | PhoneNum |
| Signature | 2023-12-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PAUL | PersonFirstNm |
| Person Last | MALONE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
| Form8822 B Attached | Yes (X) | Form8822BAttachedInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANCES E LEAHY | PreparerPersonNm |
| PTIN | P00713593 | PTIN |
| Phone | 6152427351 | PhoneNum |
| Preparation | 2023-12-19 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PAUL MALONE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4000 FRANKLIN PIKE | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,854,556 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LANDTRUSTTN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | TN | LegalDomicileStateCd |
| Activity Or Mission | CONSERVATION OF UNIQUE CHARACTER OF TENNESSEE'S NATURAL & HISTORIC LANDSCAPES & SITES | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 24 | TotalEmployeeCnt |
| Total Volunteers | 150 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,881,078 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,024,619 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $216,882 | PYInvestmentIncomeAmt |
| CY Investment Income | $78,542 | CYInvestmentIncomeAmt |
| PY Other Revenue | $31,364 | PYOtherRevenueAmt |
| CY Other Revenue | $295,324 | CYOtherRevenueAmt |
| PY Total Revenue | $4,129,324 | PYTotalRevenueAmt |
| CY Total Revenue | $2,398,485 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,466,613 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,592,084 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $419,413 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,398,366 | PYOtherExpensesAmt |
| CY Other Expenses | $939,698 | CYOtherExpensesAmt |
| PY Total Expenses | $2,864,979 | PYTotalExpensesAmt |
| CY Total Expenses | $2,531,782 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,264,345 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$133,297 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $24,045,092 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,332,971 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $270,525 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $220,758 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $23,774,567 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $23,112,213 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO CONSERVE THE UNIQUE CHARACTER OF TENNESSEE'S NATURAL AND HISTORIC LANDSCAPES AND SITES FOR FUTURE GENERATIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,610,462 | ExpenseAmt |
| Desc | CONSERVATION SUCCESS: DURING FISCAL YEAR 2023, THE ORGANIZATION COMPLETED 13 PROJECTS, PROTECTING 991 ADDITIONAL ACRES OF LAND IN TENNESSEE. ELEVEN OF THESE PROPERTIES WERE PROTECTED WITH CONSERVATION EASEMENTS, THE ORGANIZATION'S PRIMARY TOOL FOR CONSERVING LAND, ONE WAS AN OUTRIGHT DONATION OF LAND, AND ONE WAS AN AMENDMENT TO ADD 27 ACRES OF LAND TO AN EXISTING CONSERVATION EASEMENT. EIGHT OF THESE 13 PROJECTS ARE LOCATED IN ONE OF THE ORGANIZATION'S TEN CONSERVATION OPPORTUNITY REGIONS (CORS), WHICH ARE THE PRIORITY AREAS ESTABLISHED THROUGH THE ORGANIZATION'S STRATEGIC CONSERVATION PLAN, FOREVER TENNESSEE. THE PERMANENT PROTECTION OF THESE PROPERTIES RESULTED IN THE PRESERVATION OF 5.4 MILES OF PUBLIC ROAD FRONTAGE AS WELL AS 5.4 MILES OF TENNESSEE'S RIVERS AND STREAMS. AT THE END OF FY23, THE ORGANIZATION HAD PROTECTED A TOTAL OF 134,156 ACRES OF LAND THROUGH 450 PROJECTS. STEWARDSHIP: THE ORGANIZATION COMPLETED 100% OF ITS ANNUAL MONITORING IN FY23 THROUGH BOTH IN-PERSON VISITS AND THROUGH SATELLITE IMAGERY. THIS INCLUDES 557 ON-THE-GROUND VISITS COMPLETED BETWEEN APRIL 2022-MARCH 2023 AND 47 VISITS COMPLETED USING SATELLITE IMAGERY. (DUE TO TIMING OF FISCAL YEAR, SOME PROPERTIES WERE VISITED TWICE DURING THIS PERIOD). MONITORING IS A CRITICAL PART OF THE ORGANIZATION'S COMMITMENT TO UPHOLD ITS PROMISE OF PROTECTING LAND IN PERPETUITY. THE ORGANIZATION'S STEWARDSHIP STAFF ALSO HANDLED HUNDREDS OF OTHER STEWARDSHIP ITEMS INCLUDING ACTIVITY REQUESTS, APPROVALS, EASEMENT INTERPRETATIONS, AND PROPERTY TRANSFERS. THE ORGANIZATION CONTINUED TO INVEST IN ITS STEWARDSHIP PROGRAM BY ADDING AN ADDITIONAL STAFF POSITION TO THE DEPARTMENT-- A STEWARDSHIP FIELD COORDINATOR. FUNDRAISING SUCCESS: THE ORGANIZATION HAD A STRONG FUNDRAISING YEAR AND WAS ABLE TO MEET ITS ANNUAL FUNDRAISING GOALS. THE ORGANIZATION INCREASED FUNDRAISING EVENT REVENUE, EXCEEDING ITS GOALS FOR ONCE IN A BLUE MOON EVENT IN OCTOBER 2022 AND CONTINUING TO DEVELOP NEWER EVENTS INCLUDING MUSIC ON THE FARM IN JUNE 2022 AND FOREVER TENNESSEE IN MARCH 2023. THESE EVENTS PROVIDED ADDITIONAL REVENUE SOURCES AND DONOR CULTIVATION OPPORTUNITIES. THE ORGANIZATION ALSO ACHIEVED ITS HIGHEST UNRESTRICTED REVENUE TO DATE, RAISING OVER $1,045,000 TO SUPPORT ITS CONSERVATION WORK ACROSS THE STATE.OUTREACH AND ENGAGEMENT: IN ADDITION TO UTILIZING OUTREACH METHODS THROUGH SOCIAL MEDIA, E-NEWSLETTERS, AND OTHER VIRTUAL PLATFORMS, THE ORGANIZATION ENGAGED IN-PERSON AUDIENCES BY ATTENDING AND PRESENTING AT CONFERENCES, TABLING EVENTS, AND HOSTING PROGRAMS AND VOLUNTEER EVENTS AT GLEN LEVEN FARM. THIS INCLUDES FREE MONTHLY COMMUNITY DAYS, VOLUNTEER OPPORTUNITIES FOR INDIVIDUALS AND COMPANIES, AND FIELD STUDIES FOR GRADES K-2. | Desc |
| Total Program Service Expenses | $1,610,462 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | Yes (1) | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 51 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 24 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | Yes (1) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 1 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAUL MALONE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6152445263 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4000 FRANKLIN PIKE | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37204 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| MARK MANNER | ||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOE HODGSON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LOUISE BEASLEY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ROSEMARY MCILHENNY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GEORGE CLEMENTS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KELLY GILL | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GREG VITAL | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ROBIN EVERHART | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GENTRY BARDEN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID DARST | ||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ELIZABETH MCLAURIN | ||||||
| PRESIDENT/CEO | 40.00 | Yes (X) | Yes (X) | $177,154 | $0 | $12,636 |
| ROBERT BRANDT | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DOUG CAMERON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD BOVENDER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BILL HARTLEY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN WEST | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JAY WILLIAMS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JENNY ZHANG | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL MALONE | ||||||
| DIRECTOR OF FINANCE | 40.00 | Yes (X) | $89,518 | $0 | $9,395 | |
| EMILY PARISH | ||||||
| VICE PRESIDENT/SECRETARY | 40.00 | Yes (X) | $129,667 | $0 | $12,726 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $396,339 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $34,757 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $249,456 | FundraisingAmt |
| All Other Contributions | $1,775,163 | AllOtherContributionsAmt |
| Noncash Contributions | $175,000 | NoncashContributionsAmt |
| Total Contributions | $2,024,619 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $251,339 | TotalRevenueColumnAmt |
| Exclusion | $251,339 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,888,606 | SecuritiesAmt |
| Other | $108,548 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,086,451 | SecuritiesAmt |
| Other | $83,500 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$197,845 | SecuritiesAmt |
| Other | $25,048 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$172,797 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $25,048 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | -$197,845 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $382,818 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $249,456 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $286,120 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $96,698 | TotalRevenueColumnAmt |
| Exclusion | $96,698 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $198,626 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $198,626 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $198,626 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,398,485 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $223,674 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $150,192 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $446,651 | TotalAmt |
| Program Services | $231,629 | ProgramServicesAmt |
| Management And General | $154,242 | ManagementAndGeneralAmt |
| Fundraising | $60,780 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $903,733 | TotalAmt |
| Program Services | $555,544 | ProgramServicesAmt |
| Management And General | $164,396 | ManagementAndGeneralAmt |
| Fundraising | $183,793 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,409 | TotalAmt |
| Program Services | $8,584 | ProgramServicesAmt |
| Management And General | $4,780 | ManagementAndGeneralAmt |
| Fundraising | $4,045 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,383 | TotalAmt |
| Program Services | $80,187 | ProgramServicesAmt |
| Management And General | $25,010 | ManagementAndGeneralAmt |
| Fundraising | $25,186 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,908 | TotalAmt |
| Program Services | $54,905 | ProgramServicesAmt |
| Management And General | $21,840 | ManagementAndGeneralAmt |
| Fundraising | $17,163 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,866 | TotalAmt |
| Program Services | $2,009 | ProgramServicesAmt |
| Management And General | $481 | ManagementAndGeneralAmt |
| Fundraising | $376 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,716 | TotalAmt |
| Program Services | $11,110 | ProgramServicesAmt |
| Management And General | $3,707 | ManagementAndGeneralAmt |
| Fundraising | $2,899 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,551 | TotalAmt |
| Program Services | $29,133 | ProgramServicesAmt |
| Management And General | $6,968 | ManagementAndGeneralAmt |
| Fundraising | $5,450 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,103 | TotalAmt |
| Program Services | $2,877 | ProgramServicesAmt |
| Management And General | $688 | ManagementAndGeneralAmt |
| Fundraising | $538 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,042 | TotalAmt |
| Program Services | $10,767 | ProgramServicesAmt |
| Management And General | $2,559 | ManagementAndGeneralAmt |
| Fundraising | $1,716 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,699 | TotalAmt |
| Program Services | $11,253 | ProgramServicesAmt |
| Management And General | $2,690 | ManagementAndGeneralAmt |
| Fundraising | $12,756 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,793 | TotalAmt |
| Program Services | $26,958 | ProgramServicesAmt |
| Management And General | $22,749 | ManagementAndGeneralAmt |
| Fundraising | $18,086 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,505 | TotalAmt |
| Program Services | $79,424 | ProgramServicesAmt |
| Management And General | $32,038 | ManagementAndGeneralAmt |
| Fundraising | $14,043 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,569 | TotalAmt |
| Program Services | $42,969 | ProgramServicesAmt |
| Management And General | $5,355 | ManagementAndGeneralAmt |
| Fundraising | $8,245 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,338 | TotalAmt |
| Program Services | $63,966 | ProgramServicesAmt |
| Management And General | $24,663 | ManagementAndGeneralAmt |
| Fundraising | $20,709 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,217 | TotalAmt |
| Program Services | $52,163 | ProgramServicesAmt |
| Management And General | $20,685 | ManagementAndGeneralAmt |
| Fundraising | $17,369 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| TRANSACTION ASSISTANT | $225,093 | $225,093 | ||
| EASEMENT PREPARATION | $58,727 | $58,727 | ||
| GLEN LEVEN MASTER PLAN | $31,144 | $30,912 | $130 | $102 |
| DEVELOPMENT & FUNDRAISI | $26,929 | $5,003 | $1,888 | $20,038 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,406 | TotalAmt |
| Program Services | $27,249 | ProgramServicesAmt |
| Management And General | $7,038 | ManagementAndGeneralAmt |
| Fundraising | $6,119 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,531,782 | TotalAmt |
| Program Services | $1,610,462 | ProgramServicesAmt |
| Management And General | $501,907 | ManagementAndGeneralAmt |
| Fundraising | $419,413 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,388,178 | BOYAmt |
| EOY | $5,016,016 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $161,122 | BOYAmt |
| EOY | $79,971 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,754 | BOYAmt |
| EOY | $3,448 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,519 | BOYAmt |
| EOY | $72,219 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $10,207,334 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $702,100 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,474,643 | BOYAmt |
| EOY | $9,505,234 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,979,876 | BOYAmt |
| EOY | $8,460,997 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $195,086 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,045,092 | BOYAmt |
| EOY | $23,332,971 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $270,525 | BOYAmt |
| EOY | $22,866 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $197,892 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $270,525 | BOYAmt |
| EOY | $220,758 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,651,050 | BOYAmt |
| EOY | $13,099,115 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,123,517 | BOYAmt |
| EOY | $10,013,098 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,774,567 | BOYAmt |
| EOY | $23,112,213 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,045,092 | BOYAmt |
| EOY | $23,332,971 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$133,297 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$529,057 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,747,666 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,783,286 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,181,768 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,881,078 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,024,619 | CurrentTaxYearAmt |
| Total | $15,618,417 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,747,666 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,783,286 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,181,768 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,881,078 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,024,619 | CurrentTaxYearAmt |
| Total | $15,618,417 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,529,246 | SubstantialContributorsTotAmt |
| Public Support Total170 | $12,089,171 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $139,412 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $152,733 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $142,872 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $418,503 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $251,339 | CurrentTaxYearAmt |
| Total | $1,104,859 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $80,961 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $100,738 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $96,698 | CurrentTaxYearAmt |
| Total | $278,397 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $53,207 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $198,626 | CurrentTaxYearAmt |
| Total | $251,833 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $17,253,506 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,065,333 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.70070 | PublicSupportCY170Pct |
| Public Support PY170 | 0.72850 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preservation Public Use | Yes (X) | PreservationPublicUseInd |
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Preservation Open Space | Yes (X) | PreservationOpenSpaceInd |
| Historic Land Area | Yes (X) | HistoricLandAreaInd |
| Total Easements | 422 | TotalEasementsCnt |
| Total Acreage | 102109.00 | TotalAcreageCnt |
| Modified Easements | 4 | ModifiedEasementsCnt |
| States Easements Held | 2 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 2348.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $81,954 | ExpensesIncurredEnforcementAmt |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,250,691 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$164,326 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $26,773 | OtherExpendituresAmt |
| Administrative Expenses | $14,304 | AdministrativeExpensesAmt |
| End Year Balance | $3,045,288 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,296,200 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $31,691 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $61,043 | OtherExpendituresAmt |
| Administrative Expenses | $16,157 | AdministrativeExpensesAmt |
| End Year Balance | $3,250,691 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,437,136 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $873,042 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $13,978 | AdministrativeExpensesAmt |
| End Year Balance | $3,296,200 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,639,597 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$79,890 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $110,000 | OtherExpendituresAmt |
| Administrative Expenses | $12,571 | AdministrativeExpensesAmt |
| End Year Balance | $2,437,136 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,659,525 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$13,308 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $6,620 | AdministrativeExpensesAmt |
| End Year Balance | $2,639,597 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,516,771 | OtherCostOrOtherBasisAmt |
| Book Value | $6,516,771 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,482,506 | OtherCostOrOtherBasisAmt |
| Depreciation | $572,539 | DepreciationAmt |
| Book Value | $2,909,967 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $32,675 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,404 | DepreciationAmt |
| Book Value | $29,271 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $175,382 | OtherCostOrOtherBasisAmt |
| Depreciation | $126,157 | DepreciationAmt |
| Book Value | $49,225 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $9,505,234 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING AND FINANCE LEASE LIABILITIES | Desc |
| Amt | $197,892 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $197,892 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,218,068 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$529,057 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $62,520 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | -$466,537 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,684,605 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$286,120 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$286,120 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,398,485 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,880,422 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $62,520 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $62,520 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,817,902 | ExpensesSubtotalAmt |
| Other Expenses Not Included | -$286,120 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | -$286,120 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,531,782 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 3: | AMENDMENT TO EXISTING CONSERVATION EASEMENT TO ALLOW ONE SUBDIVISION OF THE PROPERTY TO CREATE TWO LARGE TRACTS, AS LONG AS NO PARCEL IS LESS THAN 120 ACRES IN SIZE. EACH RESULTING PARCEL MUST CONTAIN ONE OF THE HOMESTEAD-FARMSTEAD AREAS, AND THE TWO HOMESTEAD-FARMSTEAD AREAS WERE BOTH REDUCED IN SIZE FROM 5 ACRES TO 1 ACRE. ONE HOMESTEAD-FARMSTEAD AREA WAS RELOCATED FURTHER INTO THE PROPERTY, REDUCING IMPACT ON SCENIC VALUE. AN IMPERVIOUS SURFACE LIMITATION OF 300,000 SQUARE FEET ON THE ENTIRE PROPERTY WAS IMPOSED, FURTHER LIMITING DEVELOPMENT. OTHER PROVISIONS OF THE CONSERVATION EASEMENT WERE UPDATED TO BRING THEM IN LINE WITH CURRENT STANDARDS. AMENDMENT TO EXISTING CONSERVATION EASEMENT TO REDUCE THE MINIMUM ALLOWABLE SUBDIVISION SIZE FROM 200 ACRES TO 30 ACRES TO ALLOW SUBDIVISION OF APPROXIMATELY 30 ACRES OF THE PROPERTY THAT BECAME INACCESSIBLE AFTER NATURAL & WEATHER-RELATED CHANGES MADE CREEK CROSSINGS UNUSABLE. IN EXCHANGE FOR ALLOWING A SUBDIVISION OF LESS THAN 200 ACRES, THE SIZE OF THE DEVELOPMENT ZONE WAS REDUCED FROM 19.6 ACRES TO 10 ACRES, AND ONE OF THREE FUTURE RESIDENTIAL BUILDING ENVELOPES WAS EXTINGUISHED. OTHER PROVISIONS OF THE CONSERVATION EASEMENT WERE UPDATED TO BRING THEM IN LINE WITH CURRENT STANDARDS. AMENDMENT TO ADD APPROXIMATELY 27 ACRES TO EXISTING CONSERVATION EASEMENT AND GRANT THE ABILITY TO SUBDIVIDE THE PROPERTY INTO THREE PARCELS WITH NO PARCEL BEING LESS THAN 50 ACRES, EACH WITH ONE HOMESTEAD AREA. FOUR OF FIVE POTENTIAL GPS COORDINATES FOR FUTURE HOMESTEAD AREAS WERE ELIMINATED. A TYPOGRAPHICAL ERROR OF ONE GPS COORDINATE IN THE ORIGINAL CONSERVATION EASEMENT WAS RECTIFIED. THE ADDED ACREAGE IS A WOODED RIDGE THAT IS VISIBLE TO THE SURROUNDING AREA AND ADDED APPROXIMATELY 540 FEET OF ROAD FRONTAGE ALONG A WELL-TRAVELED ROAD. OTHER PROVISIONS OF THE CONSERVATION EASEMENT WERE UPDATED TO BRING THEM IN LINE WITH CURRENT STANDARDS. AMENDMENT TO ADD ADDITIONAL RESTRICTIONS TO PROHIBIT WATER QUALITY DEGRADATION IN A DESIGNATED AREA FOR A WETLAND MITIGATION PROJECT. THE PERMITTED 5-ACRE FARMSTEAD AREA WAS FULLY ESTABLISHED WITH GPS COORDINATES. AN ERROR WITH ONE GPS COORDINATE IN THE ORIGINAL CONSERVATION EASEMENT WAS RECTIFIED. OTHER PROVISIONS OF THE CONSERVATION EASEMENT WERE UPDATED TO BRING THEM IN LINE WITH CURRENT STANDARDS. |
| PART II, LINE 5: | EASEMENT MONITORING: THE LAND TRUST FOR TENNESSEE IS AN ACCREDITED LAND TRUST. ACCREDITATION RECOGNIZES AN ORGANIZATION'S COMMITMENT TO EXCELLENCE AND CONTINUAL LEARNING AND IMPROVEMENT. MONITORING IS THE REGULAR AND SYSTEMATIC GATHERING OF INFORMATION ABOUT A CONSERVED PROPERTY TO DETECT CHANGES AND TO ENSURE THAT THE PROPERTY IS BEING USED IN ACCORDANCE WITH THE RESTRICTIONS PLACED ON IT AND/OR MANAGEMENT PLAN. EACH PROPERTY, WHETHER PROTECTED BY A CONSERVATION EASEMENT OR OWNED BY LTTN (THE LAND TRUST FOR TENNESSEE), WILL BE MONITORED AT LEAST ONCE ANNUALLY IN A MANNER APPROPRIATE TO THE SIZE AND RESTRICTIONS OF THE PROPERTY. MONITORS MAY INCLUDE LTTN STAFF, BOARD OR COMMITTEE MEMBERS, TRAINED VOLUNTEERS, AND RELEVANT PROFESSIONALS. THE MONITOR FOLLOWS THE FOLLOWING BASIC STEPS FOR THE MONITORING VISIT: 1.CONTACT THE LANDOWNER TO INFORM HIM/HER OF THE VISIT AND TO INVITE THE LANDOWNER TO ACCOMPANY THE MONITOR. 2.PRIOR TO THE VISIT, REVIEW THE BASELINE DOCUMENTATION REPORT, PAST MONITORING REPORTS, AND THE CONSERVATION EASEMENT OR THE MANAGEMENT PLAN, WHICHEVER IS APPLICABLE, VIA FILE OR DATABASE. 3.BRING CONSERVATION EASEMENT SUMMARY ON THE SITE VISIT TO USE AS A REFERENCE. 4.IF MONITOR IS A VOLUNTEER, COMPLETE THE STEWARDSHIP MONITOR RELEASE FORM IF NOT COMPLETED AT VOLUNTEER TRAINING. 5.INSPECT THE CONSERVED PROPERTY, EITHER FROM THE AIR OR ON THE GROUND. WHILE INSPECTING, TAKE NOTES AND PHOTOGRAPHS. 6.FILL OUT A STEWARDSHIP SITE VISIT MONITORING FORM, PROVIDING A WRITTEN DOCUMENTATION OF WHAT WAS SEEN AND SUBMIT TO THE DIRECTOR OF STEWARDSHIP. IF THERE IS A SUSPECTED VIOLATION OF THE CONSERVATION EASEMENT, THEN THE FOLLOWING ENFORCEMENT OF EASEMENTS PROCEDURES IS FOLLOWED. ENFORCEMENT OF EASEMENTS: LTTN IS COMMITTED TO PROTECTING THE CONSERVATION VALUES AND PURPOSES EMBODIED IN ITS CONSERVATION EASEMENTS. AS A GENERAL RULE, THE BOARD OF DIRECTORS OF LTTN WILL ENFORCE THE TERMS OF ITS CONSERVATION EASEMENTS AND, CONSISTENT WITH SUCH TERMS, SEEK TO REMEDY VIOLATIONS THEREOF IN ORDER TO, AMONG OTHER THINGS, PROTECT THE CONSERVATION VALUES OF THE LAND, MAINTAIN PUBLIC CONFIDENCE IN LTTN'S MISSION, SUPPORT LTTN'S LEGAL AUTHORITY TO ENFORCE THE TERMS OF OTHER CONSERVATION EASEMENTS, AND MAINTAIN LTTN'S TAX-EXEMPT STATUS AS A CHARITABLE ORGANIZATION. IN CONNECTION WITH A STEWARD'S MONITORING OF A CONSERVATION EASEMENT, ANY SUSPECTED VIOLATION OF THE TERMS OF A CONSERVATION EASEMENT IS TO BE RECORDED ON THE FORM AND IMMEDIATELY REPORTED TO THE DIRECTOR OF STEWARDSHIP. VIOLATIONS MAY ALSO BE REPORTED BY A STAFF OBSERVATION OUTSIDE THE ANNUAL MONITORING VISITS OR BY AN UNRELATED THIRD PARTY, SUCH AS A NEIGHBOR, LOCAL GOVERNMENT AGENCY, OR OTHER COMMUNITY ORGANIZATION. 1.SUSPECTED VIOLATIONS, INCLUDING A DETAILED DESCRIPTION THEREOF, ARE RECORDED BY THE MONITORING STEWARD OR LTTN STAFF MEMBER RECEIVING NOTICE THEREOF. THE STEWARD OR STAFF MEMBER IS, TO THE EXTENT POSSIBLE, TO DISCERN AND DOCUMENT WHETHER THE SUSPECTED VIOLATION HAS BEEN CAUSED BY THE LANDOWNER OR SOME OTHER PERSON. THE MONITORING STEWARD WILL REFRAIN FROM DISCUSSING THE SUSPECTED VIOLATION WITH THE LANDOWNER. 2.THE MONITORING STEWARD OR STAFF PERSON WILL IMMEDIATELY REPORT THE SUSPECTED VIOLATION TO THE DIRECTOR OF STEWARDSHIP, WHO, IN TURN, WILL IMMEDIATELY INFORM THE VICE PRESIDENT OF CONSERVATION AND OTHER APPROPRIATE MEMBERS OF LTTN STAFF. 3.THE DIRECTOR OF STEWARDSHIP OR DESIGNATED STAFF MEMBER THEN CONSULTS THE ORIGINAL TERMS OF THE CONSERVATION EASEMENT AND EVALUATES THE DOCUMENTATION REGARDING THE SUSPECTED VIOLATION. IN THE CASE OF A NON-STEWARD OBSERVER, THE STEWARDSHIP MANAGER OR THE DIRECTOR OF STEWARDSHIP WILL SCHEDULE A MONITORING VISIT WITH THE LANDOWNER TO INSPECT THE SITE OF THE SUSPECTED VIOLATION AND TAKE PHOTOGRAPHS. THIS PHYSICAL INSPECTION WILL BE PERFORMED BY THE STEWARDSHIP MANAGER, DIRECTOR OF STEWARDSHIP, VP OF CONSERVATION, A BOARD MEMBER, OR ANY COMBINATION THEREOF. 4.ALL DOCUMENTATION OF THE SUSPECTED VIOLATION (INCLUDING PHOTOGRAPHS, IF ANY) WILL BE RECORDED IN LTTN'S STEWARDSHIP FILES RELATING TO THE AFFECTED CONSERVATION EASEMENT. 5.UNLESS IT IS CLEAR THAT NO VIOLATION OF THE CONSERVATION EASEMENT HAS OCCURRED, THE STEWARDSHIP MANAGER OR THE DIRECTOR OF STEWARDSHIP WILL THEN DISCUSS POTENTIAL RESOLUTIONS WITH OTHER STAFF MEMBERS. IN ADDITION, THE LAND PROTECTION STAFF MAY DISCUSS POTENTIAL RESOLUTIONS WITH THE STEWARDSHIP AND CONSERVATION COMMITTEE, LTTN'S ATTORNEY, AND THE BOARD OF DIRECTORS WHEN APPROPRIATE. 6.THE DIRECTOR OF STEWARDSHIP OR THE STEWARDSHIP MANAGER WILL CONTACT THE LANDOWNER BY TELEPHONE TO EXPLAIN THE PROBLEM AND REQUEST A CORRECTION, REPLACEMENT AND/OR CESSATION OF ACTIVITY. THE LANDOWNER WILL BE GIVEN AN APPROPRIATE DEADLINE FOR COMPLIANCE AND NOTIFIED THAT A LETTER SUMMARIZING THE CONVERSATION WILL BE SENT IMMEDIATELY. 7.A FOLLOW-UP LETTER WILL BE SENT TO THE LANDOWNER REITERATING ORAL EXPLANATIONS, REQUESTS, AND THE COMPLIANCE DEADLINE. ALL CORRESPONDENCE RELATED TO A SUSPECTED VIOLATION WILL BE SENT CERTIFIED MAIL, RETURN RECEIPT REQUESTED WITH A COPY SENT TO LTTN'S ATTORNEY. 8.ON THE DAY OF THE COMPLIANCE DEADLINE, THE SITE OF THE VIOLATION WILL BE INSPECTED FOR COMPLIANCE BY THE STEWARDSHIP MANAGER, THE DIRECTOR OF STEWARDSHIP, OR VP OF CONSERVATION. IF THE VIOLATION HAS BEEN CORRECTED, THEN LTTN WILL SEND AN OFFICIAL LETTER TO THE LANDOWNER STATING THAT THE COMPLIANCE IS RECOGNIZED AND THANKING THE LANDOWNER FOR HIS/HER COOPERATION. IF THE VIOLATION HAS NOT BEEN RECTIFIED, THEN A SECOND LETTER WILL BE SENT TO THE LANDOWNER RESTATING THE REQUIRED CORRECTION AND ESTABLISHING A NEW COMPLIANCE DEADLINE DATE. LTTN'S ATTORNEY WILL BE COPIED ON THIS LETTER AS WELL. 9.ON THE SECOND DEADLINE DATE, THE STEWARDSHIP MANAGER, THE DIRECTOR OF STEWARDSHIP, OR VP OF CONSERVATION WILL RE-INSPECT THE SITE OF THE VIOLATION. IF COMPLIANCE IS ACHIEVED, THEN LTTN WILL SEND THE OFFICIAL LETTER TO THE LANDOWNER STATING THAT THE COMPLIANCE IS RECOGNIZED AND THANKING THE LANDOWNER FOR HIS/HER COOPERATION. IF ON THE SECOND DEADLINE, THE LANDOWNER REMAINS NON-COMPLIANT, THEN LTTN'S LEGAL COUNSEL, BOARD OF DIRECTORS, AND THE STEWARDSHIP AND CONSERVATION COMMITTEE WILL BE CONTACTED TO DISCUSS POTENTIAL LEGAL ACTION. 10.WITH THE ADVICE OF LTTN'S LEGAL COUNSEL, BOARD OF DIRECTORS, AND APPROVAL BY THE STEWARDSHIP AND CONSERVATION COMMITTEE, LTTN WILL CONSIDER ENFORCEMENT OF THE EASEMENT THROUGH MEDIATION, ARBITRATION, LITIGATION, OR OTHER MEANS CONSISTENT WITH THE TERMS OF THE CONSERVATION EASEMENT. 11.UNLESS OTHERWISE SPECIFIED BY THE BOARD OF DIRECTORS, LTTN'S DIRECTOR OF STEWARDSHIP, PRESIDENT & CEO, OR VP OF CONSERVATION WILL ACT AS SPOKESPERSON WITH RESPECT TO THE VIOLATION WHEN AND IF THE MEDIA IS INVOLVED. THE FOREGOING NOTWITHSTANDING, ANY DETERMINATION REGARDING WHETHER AND HOW TO ENFORCE A CONSERVATION EASEMENT IS WITHIN THE DISCRETION OF LTTN'S BOARD OF DIRECTORS, WHICH DISCRETION WILL BE EXERCISED ON A CASE-BY-CASE BASIS. |
| PART II, LINE 9: | THE LAND TRUST FOR TENNESSEE DOES NOT CONSIDER CONSERVATION EASEMENTS TO HOLD ANY MONETARY VALUE. SELECT PROPERTY RIGHTS ARE DONATED TO THE LAND TRUST FOR TENNESSEE, AND THOSE RIGHTS ARE EXTINGUISHED THROUGH THE DONATION, THEREFORE THEY HAVE NO RESIDUAL VALUE OR AFFIRMATIVE RIGHTS. FINANCIAL STATEMENT FOOTNOTE: CONSERVATION EASEMENTS HELD BY THE ORGANIZATION ARE NOT RECOGNIZED AS ASSETS IN THE ACCOMPANYING FINANCIAL STATEMENTS. ASSETS ARE DEFINED AS PROBABLE FUTURE ECONOMIC BENEFITS OBTAINED OR CONTROLLED BY AN ENTITY; THE ORGANIZATION DOES NOT BELIEVE THAT THE EASEMENTS MEET THE DEFINITION CRITERIA. |
| PART V, LINE 4: | THE BOARD-DESIGNATED QUASI-ENDOWMENT FUND ("ASHBY FUND") CONSISTS OF FUNDS THAT WERE TRANSFERRED TO THE QUASI-ENDOWMENT BY THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS ANTICIPATES THESE FUNDS WILL REMAIN IN THE QUASI-ENDOWMENT IN PERPETUITY, BUT MAY WITHDRAW THEM FOR OTHER USES. |
| PART X, LINE 2: | MANAGEMENT PERFORMS AN EVALUATION OF ALL INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE LAND TRUST'S INCOME TAX RETURNS TO DETERMINE WHETHER THE INCOME TAX POSITIONS MEET A "MORE LIKELY THAN NOT" STANDARD OF BEING SUSTAINED UNDER EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS PERFORMED ITS EVALUATION OF ALL INCOME TAX POSITIONS TAKEN ON ALL OPEN INCOME TAX RETURNS AND HAS DETERMINED THAT THERE WERE NO POSITIONS TAKEN THAT DO NOT MEET THE "MORE LIKELY THAN NOT" STANDARD. ACCORDINGLY, THERE ARE NO PROVISIONS FOR INCOME TAXES, PENALTIES, OR INTEREST RECEIVABLE OR PAYABLE RELATING TO UNCERTAIN INCOME TAX POSITIONS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES -286,120. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES -286,120. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ONCE IN A BLUE MOON | Event1Nm |
| Gross Receipts Event1 | $427,537 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $199,198 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $228,339 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $70,930 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $39,426 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $4,000 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $81,573 | OtherDirectExpensesEvent1Amt |
| Event2 | LEGACY EVENT | Event2Nm |
| Gross Receipts Event2 | $150,234 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $21,040 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $129,194 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $2,905 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $4,381 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $0 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $22,857 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $54,503 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $29,218 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $25,285 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $30,363 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $9,902 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $2,250 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $17,533 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $632,274 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $249,456 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $382,818 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $104,198 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $53,709 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $6,250 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $121,963 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $286,120 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $96,698 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH MCLAURIN | PersonNm |
| Title | PRESIDENT/CEO | TitleTxt |
| Base Compensation Filing Org | $172,154 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $5,000 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $12,636 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $189,790 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Qualified Contrib Other QualifiedContribOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 10 | ContributionCnt |
| Method Of Determining Revenues | CONSERVATION EASEMENT | MethodOfDeterminingRevenuesTxt |
Real Estate Other RealEstateOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $175,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COMPARABLE SALES | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 7 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | PART 1 COLUMN (B) - THE NUMBER OF CONTRIBUTIONS IS REPORTED IN THIS COLUMN. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | UPON RECEIPT OF THE FINAL FORM 990 IN ITS ENTIRETY FROM OUR TAX PREPARER, THE FORM 990 IS SUBMITTED TO THE BOARD OF DIRECTORS FOR APPROVAL. ONCE THE APPROVAL IS RECEIVED FROM THE BOARD, THE RETURN IS FILED WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | STAFF, BOARD MEMBERS, AND VOLUNTEERS FILL OUT A FORM DISCLOSING ANY OF THEIR RELATED PARTIES OR POTENTIAL CONFLICTS OF INTEREST AND THAT THEY HAVE A CLEAR UNDERSTANDING OF THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. EACH STAFF MEMBER, BOARD MEMBER, AND VOLUNTEER IS EXPECTED TO DISCLOSE EITHER TO THE BOARD CHAIRMAN OR PRESIDENT & CEO ANY EXISTENCE OF ANY POTENTIAL CONFLICT OF INTEREST, TO ABSTAIN FROM PARTICIPATION IN ANY OF THE LAND TRUST'S DISCUSSIONS, TO ABSTAIN FROM WORKING ON THE TRANSACTION AND FROM VOTING ON THE TRANSACTION OR PROJECT GIVING RISE TO SUCH CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | ON AN ANNUAL BASIS, OUR PROCESS IS FOR EMPLOYEES TO BE FORMALLY REVIEWED AFTER THE END OF EACH FISCAL YEAR BY THEIR SUPERVISOR. THE PRESIDENT & CEO'S COMPENSATION IS REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THE REVIEW USES THE LATEST SALARY AND BENEFIT INFORMATION SURVEY CONDUCTED BY THE INDUSTRY AND THE LAND TRUST ALLIANCE. ANY FURTHER INFORMATION IS PROVIDED TO THE EXECUTIVE COMMITTEE AS REQUESTED. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE LAND TRUST FOR TENNESSEE'S GOVERNING DOCUMENTS ARE THEIR BYLAWS AND CHARTER, WHICH ARE REVIEWED ANNUALLY AND ARE PUBLIC RECORD, ALSO AVAILABLE BY REQUEST TO MEMBERS OF THE PUBLIC. OUR FINANCIAL STATEMENTS AND 990 ARE ALSO AVAILABLE BY REQUEST, AND ARE POSTED AT GUIDESTAR AND THE COMMUNITY FOUNDATION OF MIDDLE TENNESSEE'S GIVING MATTERS WEBSITE. THE CONFLICT OF INTEREST POLICY OF THE LAND TRUST FOR TENNESSEE'S PURPOSE IS TO IDENTIFY CONFLICTS OF INTEREST INVOLVING THE ORGANIZATION AND RELATED PARTIES (E.G. INSIDERS, RELATED PERSONS, THOSE WITH MATERIAL FINANCIAL INTERESTS IN TRANSACTIONS, SUBSTANTIAL CONTRIBUTORS, AND STAFF), AS WELL AS SITUATIONS THAT MAY CREATE THE APPEARANCE OF A CONFLICT OF INTEREST, AND TO ADDRESS SUCH CONFLICTS AND SITUATIONS IN A MANNER THAT WILL FULLY PROTECT THE INTEGRITY AND REPUTATION OF THE ORGANIZATION AS WELL AS RELATED PARTIES. ON AN ANNUAL BASIS, OUR STAFF, BOARD AND TRUSTEE COUNCIL MEMBERS ARE REQUIRED TO SIGN AN ANNUAL CONFLICT OF INTEREST FORM AND ACT IN ACCORDANCE WITH THIS POLICY. THE POLICY IS AVAILABLE BY REQUEST TO MEMBERS OF THE PUBLIC. |
| FORM 990, PART XII, LINE 2 | THE ORGANIZATION'S OVERSIGHT PROCESS AND SELECTION PROCESS HAVE NOT CHANGED FROM THE PRIOR YEAR. |
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