CALEDONIA CONSERVANCY LTD: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
CALEDONIA CONSERVANCY LTD (EIN 39-1822368)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-07-06
IRS object ID
202201879349300915
Schema version
2021v4.2
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

FieldValueIRS element (for citing)
Return2022-07-06T10:11:09-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN202071774PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MALLER PETERSON LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11614 OAKES ROADAddressLine1Txt
CityRACINECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53406ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391822368EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CALEDONIA CONSERVANCY LTDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCALEBusinessNameControlTxt
Phone2624984993PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 044714AddressLine1Txt
CityRACINECityNm
State AbbreviationWIStateAbbreviationCd
ZIP534047015ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMATHEW JOHNSRUDPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2629941799PhoneNum
Signature2022-06-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMATHEWPersonFirstNm
Person LastJOHNSRUDPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES C SMALLPreparerPersonNm
PTINP00031014PTIN
Phone2628989400PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMATHEW JOHNSRUDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 044714AddressLine1Txt
CityRACINECityNm
State AbbreviationWIStateAbbreviationCd
ZIP534047015ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$108,921GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.CALEDONIACONSERVANCY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1995FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionPROTECT THE RURAL CHARACTER OF THE VILLAGE OF CALEDONIA, RACINE COUNTY, WISCONSIN.ActivityOrMissionDesc
Voting Members Governing Body13VotingMembersGoverningBodyCnt
Voting Members Independent13VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers200TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$71,274PYContributionsGrantsAmt
CY Contributions Grants$65,239CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$5,471PYInvestmentIncomeAmt
CY Investment Income$8,171CYInvestmentIncomeAmt
PY Other Revenue$34,104PYOtherRevenueAmt
CY Other Revenue$32,011CYOtherRevenueAmt
PY Total Revenue$110,849PYTotalRevenueAmt
CY Total Revenue$105,421CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$38,431PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$38,431CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$68,856PYOtherExpensesAmt
CY Other Expenses$39,881CYOtherExpensesAmt
PY Total Expenses$107,287PYTotalExpensesAmt
CY Total Expenses$78,312CYTotalExpensesAmt
PY Revenues Less Expenses$3,562PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$27,109CYRevenuesLessExpensesAmt
Total Assets BOY$2,692,001TotalAssetsBOYAmt
Total Assets EOY$2,718,557TotalAssetsEOYAmt
Total Liabilities BOY$553TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,691,448NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,718,557NetAssetsOrFundBalancesEOYAmt
MissionTHE MISSION OF THE ORGANIZATION IS TO PROTECT THE RURAL CHARACTER OF THE VILLAGE OF CALEDONIA, RACINE COUNTY, WISCONSIN.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$11,559ExpenseAmt
DescTO PRESERVE OPEN GREEN SPACE, INCLUDING WETLANDS, BY MEANS OF LAND ACQUISITION THROUGH CONSERVATION OR TRAIL EASEMENTS, OR ACQUISITION OF FEE SIMPLE LANDS; TO BUILD AND MAINTAIN A SERIES OF TRAILS FOR PUBLIC RECREATION, SPECIFICALLY FOR EQUESTRIAN, HIKING, CROSSCOUNTRY SKIING, AND SIMILIAR PASSIVE RECREATIONAL ACTIVITIES; AND TO EDUCATE THE COMMUNITY ABOUT THE IMPORTANCE OF PROTECTING OUR GREEN SPACE AND THE WAYS THAT THEY CAN HELP TO PROTECT IT.Desc
Total Program Service Expenses$11,559TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation EasementsYes (1)ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members13GoverningBodyVotingMembersCnt
Independent Voting Member13IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonSUSAN I ZIERTENPersonNm
Phone2624984993PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 044714AddressLine1Txt
CityRACINECityNm
State AbbreviationWIStateAbbreviationCd
ZIP534047015ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
SUZI ZIERTEN
EXECUTIVE DIRECTOR40.00Yes (X)$0$0$0
GREG BERG
DIRECTOR1.00Yes (X)$0$0$0
ALLISON KURZYNSKI
DIRECTOR1.00Yes (X)$0$0$0
CHUCK KAMAKIAN
DIRECTOR1.00Yes (X)$0$0$0
DAVE HIGGENS
DIRECTOR1.00Yes (X)$0$0$0
BARBARA HUGIER
DIRECTOR1.00Yes (X)$0$0$0
DAVID KLOKOWSKI
DIRECTOR1.00Yes (X)$0$0$0
DEBRA PALMER
DIRECTOR1.00Yes (X)$0$0$0
DR JESSICA ORLOFSKE
DIRECTOR1.00Yes (X)$0$0$0
MATHEW JOHNSRUD
PRESIDENT2.00$0$0$0Yes (X)
KJELL ERLANDSSON
VICE-PRESIDENT2.00$0$0$0Yes (X)
JENNIFER KANTER
TREASURER2.00$0$0$0Yes (X)
DEIDRE VERGEER
SECRETARY2.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$65,239AllOtherContributionsAmt
Total Contributions$65,239TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,795TotalRevenueColumnAmt
Exclusion$4,795ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$5,475RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$5,475RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,475TotalRevenueColumnAmt
Related Or Exempt Func Income$5,475RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$3,376SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$3,376SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,376TotalRevenueColumnAmt
Related Or Exempt Func Income$3,376RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$22,578FundraisingGrossIncomeAmt
Fundraising Direct Expenses$3,500FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$19,078TotalRevenueColumnAmt
Exclusion$19,078ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
SBA LOAN FORGIVENESS900099$6,458$6,458
OTHER REVENUE900099$1,000$1,000
FieldValueIRS element (for citing)
Other Revenue Total$7,458OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$105,421TotalRevenueColumnAmt
Related Or Exempt Func Income$8,851RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$31,331ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$35,700TotalAmt
Management And General$35,700ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$2,731TotalAmt
Management And General$2,731ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$8,950TotalAmt
Management And General$8,950ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,057TotalAmt
Management And General$1,057ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,806TotalAmt
Management And General$1,806ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$577TotalAmt
Management And General$577ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$4,318TotalAmt
Management And General$4,318ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$2,705TotalAmt
Management And General$2,705ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,238TotalAmt
Management And General$4,238ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
STEWARDSHIP PROGRAM EXP$11,559$11,559
RENT EXPENSE$2,910$2,910
TELEPHONE$847$847
DUES & MEMBERSHIPS$825$825

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$89TotalAmt
Management And General$89ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$78,312TotalAmt
Program Services$11,559ProgramServicesAmt
Management And General$66,753ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$163,909BOYAmt
EOY$182,462EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$8,469BOYAmt
EOY$8,513EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$425BOYAmt
EOY$1,630EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$350BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,410,178LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$11,721LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,399,459BOYAmt
EOY$2,398,457EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$119,389BOYAmt
EOY$127,495EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,692,001BOYAmt
EOY$2,718,557EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$553BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$553BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,054,140BOYAmt
EOY$1,080,518EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,637,308BOYAmt
EOY$1,638,039EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,691,448BOYAmt
EOY$2,718,557EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,692,001BOYAmt
EOY$2,718,557EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$27,109ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewYes (1)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
FS Audited0FSAuditedInd
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$49,277CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$50,942CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$54,475CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$71,274CurrentTaxYearMinus1YearAmt
Current Tax Year$65,239CurrentTaxYearAmt
Total$291,207TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$49,277CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$50,942CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$54,475CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$71,274CurrentTaxYearMinus1YearAmt
Current Tax Year$65,239CurrentTaxYearAmt
Total$291,207TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$62,079SubstantialContributorsTotAmt
Public Support Total170$229,128PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,431CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years-$2,907CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$17,875CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,996CurrentTaxYearMinus1YearAmt
Current Tax Year$13,646CurrentTaxYearAmt
Total$46,041TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$17,622CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$50CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$33CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,500CurrentTaxYearMinus1YearAmt
Current Tax Year$7,458CurrentTaxYearAmt
Total$31,663TotalAmt
FieldValueIRS element (for citing)
Total Support$368,911TotalSupportAmt
Public Support CY1700.62110PublicSupportCY170Pct
Public Support PY1700.53470PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Preservation Public UseYes (X)PreservationPublicUseInd
Protection Natural HabitatYes (X)ProtectionNaturalHabitatInd
Preservation Open SpaceYes (X)PreservationOpenSpaceInd
Total Easements3TotalEasementsCnt
Total Acreage41.00TotalAcreageCnt
Historic Structure Easements0HistoricStructureEasementsCnt
Historic Strctr Easements Aftr0HistoricStrctrEasementsAftrCnt
States Easements Held1StatesEasementsHeldCnt
Written Policy MonitoringYes (1)WrittenPolicyMonitoringInd
Staff Hours Spent Enforcement3000.00StaffHoursSpentEnforcementCnt
Section170h Rqr StsfdYes (1)Section170hRqrStsfdInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,685BeginningYearBalanceAmt
Investment Earnings Or Losses$495InvestmentEarningsOrLossesAmt
End Year Balance$8,180EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,367BeginningYearBalanceAmt
Investment Earnings Or Losses$318InvestmentEarningsOrLossesAmt
End Year Balance$7,685EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,154BeginningYearBalanceAmt
Contributions$2,524ContributionsAmt
Investment Earnings Or Losses$689InvestmentEarningsOrLossesAmt
End Year Balance$7,367EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,290BeginningYearBalanceAmt
Investment Earnings Or Losses-$136InvestmentEarningsOrLossesAmt
End Year Balance$4,154EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,030BeginningYearBalanceAmt
Investment Earnings Or Losses$260InvestmentEarningsOrLossesAmt
End Year Balance$4,290EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,369,606OtherCostOrOtherBasisAmt
Book Value$2,369,606BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$40,572OtherCostOrOtherBasisAmt
Depreciation$11,721DepreciationAmt
Book Value$28,851BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,398,457TotalBookValueLandBuildingsAmt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART II, LINE 5:THE CONSERVANCY HAS A MONITORING POLICY AND FORM THAT INCLUDES PROMPTS TO ASSESS SIGNAGE, WALKING AND RIDING TRAILS, PICNIC TABLES, INFORMATION BOXES, JUMPS, BRIDGES, CULVERTS, INVASIVE SPECIES, AND LAND USE. A NATURALIST WILL WRITE A MONITORING REPORT AND FORWARD IT TO THE STEWARDSHIP COMMITTEE CHAIRPERSON FOR REVIEW. A COPY OF THE REPORT WILL BE FORWARDED TO THE LANDOWNER, THE LAND TRUST'S BOARD PRESIDENT AND SECRETARY. THE CONSERVANCY HAS AN EASEMENT VIOLATION POLICY FOR ASSESSING AND ADDRESSING VIOLATIONS.
PART II, LINE 9:THERE IS NO REVENUE EARNED IN ASSOCIATION WITH EASEMENTS HELD BY THE CONSERVANCY. THE CONSERVANCY HOLDS A DEDICATED FUND ACCOUNT FOR STEWARDSHIP AND DEFENSE OF IT'S EASEMENTS. THE BOARD OF DIRECTORS HAVE DESIGNATED FUNDS FOR THE DEFENSE OF FEE LANDS AND CONSERVATION EASEMENTS AS NEEDED. AT DECEMBER 31, 2019 THE DEFENSE FUND TOTALS $67,126.
PART V, LINE 4:PERMANENT ENDOWMENT FOR THE STEWARDSHIP OF THE LAND TRUST.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1CALENDAR SALESEvent1Nm
Gross Receipts Event1$4,903GrossReceiptsEvent1Amt
Gross Revenue Event1$4,903GrossRevenueEvent1Amt
Other Direct Expenses Event1$957OtherDirectExpensesEvent1Amt
Event2HOLIDAY FUNDRAISEREvent2Nm
Gross Receipts Event2$15,282GrossReceiptsEvent2Amt
Gross Revenue Event2$15,282GrossRevenueEvent2Amt
Other Direct Expenses Event2$1,922OtherDirectExpensesEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$2,393GrossReceiptsOtherEventsAmt
Gross Revenue Other Events$2,393GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$620OthDirectExpnssOtherEventsAmt
Gross Receipts Total$22,578GrossReceiptsTotalAmt
Gross Revenue Total Events$22,578GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$3,499OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$3,499DirectExpenseSummaryEventsAmt
Net Income Summary$19,079NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BDIRECTORS AND MEMBERS OF THE BOARD OF DIRECTORS OF CALEDONIA CONSERVANCY LTD HAVE THE OPPORTUNITY TO REVIEW THE FEDERAL FORM 990 BEFORE IT IS FILED.
FORM 990, PART VI, SECTION B, LINE 12CDIRECTORS AND MEMBERS OF THE BOARD DURING BOARD MEETINGS REFRAIN FROM VOTING ON MATTERS IN WHICH THEY HAVE A CONFLICT OF INTEREST.
FORM 990, PART VI, SECTION B, LINE 15AEXECUTIVE COMMITTEE PERFORMS AN ANNUAL REVIEW AND EVALUATION OF THE EXECUTIVE DIRECTOR AND DETERMINES ANNUAL COMPENSATION FOR THE EXECUTIVE DIRECTOR. THE BOARD OF DIRECTORS APPROVES THE EXECUTIVE COMMITTEE'S RECOMMENDATION.
FORM 990, PART VI, SECTION C, LINE 19DOCUMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART XII, LINE 2C:NO CHANGE IN PROCESS. FINANCE COMMITTEE AND BOARD OF DIRECTORS ASSUME RESPONSIBILITY FOR OVERSIGHT OF THE REVIEWED FINANCIAL STATEMENTS.

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