2022-07-06T10:11:09-05:00 2021-12-31 202071774 MALLER PETERSON LLC 1614 OAKES ROAD RACINE WI 53406 990 2021-01-01 391822368 CALEDONIA CONSERVANCY LTD CALE 2624984993 PO BOX 044714 RACINE WI 534047015 MATHEW JOHNSRUD PRESIDENT 2629941799 2022-06-27 1 MATHEW JOHNSRUD 999009999 JAMES C SMALL P00031014 2628989400 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z MATHEW JOHNSRUD PO BOX 044714 RACINE WI 534047015 108921 0 X WWW.CALEDONIACONSERVANCY.ORG X 1995 WI PROTECT THE RURAL CHARACTER OF THE VILLAGE OF CALEDONIA, RACINE COUNTY, WISCONSIN. 13 13 0 200 0 0 71274 65239 0 0 5471 8171 34104 32011 110849 105421 0 0 0 0 38431 38431 0 0 0 68856 39881 107287 78312 3562 27109 2692001 2718557 553 0 2691448 2718557 THE MISSION OF THE ORGANIZATION IS TO PROTECT THE RURAL CHARACTER OF THE VILLAGE OF CALEDONIA, RACINE COUNTY, WISCONSIN. 0 0 11559 TO 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. 11559 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 0 0 WI X X SUSAN I ZIERTEN 2624984993 PO BOX 044714 RACINE WI 534047015 X SUZI ZIERTEN EXECUTIVE DIRECTOR 40.00 X 0 0 0 GREG BERG DIRECTOR 1.00 X 0 0 0 ALLISON KURZYNSKI DIRECTOR 1.00 X 0 0 0 CHUCK KAMAKIAN DIRECTOR 1.00 X 0 0 0 DAVE HIGGENS DIRECTOR 1.00 X 0 0 0 BARBARA HUGIER DIRECTOR 1.00 X 0 0 0 DAVID KLOKOWSKI DIRECTOR 1.00 X 0 0 0 DEBRA PALMER DIRECTOR 1.00 X 0 0 0 DR JESSICA ORLOFSKE DIRECTOR 1.00 X 0 0 0 MATHEW JOHNSRUD PRESIDENT 2.00 X 0 0 0 KJELL ERLANDSSON VICE-PRESIDENT 2.00 X 0 0 0 JENNIFER KANTER TREASURER 2.00 X 0 0 0 DEIDRE VERGEER SECRETARY 2.00 X 0 0 0 0 0 0 0 0 0 0 0 65239 65239 4795 4795 5475 0 5475 5475 5475 3376 0 3376 3376 3376 22578 3500 19078 19078 SBA LOAN FORGIVENESS 900099 6458 6458 OTHER REVENUE 900099 1000 1000 7458 105421 8851 0 31331 35700 35700 2731 2731 8950 8950 1057 1057 1806 1806 577 577 4318 4318 2705 2705 4238 4238 STEWARDSHIP PROGRAM EXP 11559 11559 RENT EXPENSE 2910 2910 TELEPHONE 847 847 DUES & MEMBERSHIPS 825 825 89 89 78312 11559 66753 0 163909 182462 8469 8513 425 1630 350 0 2410178 11721 2399459 2398457 119389 127495 2692001 2718557 553 0 553 0 X 1054140 1080518 1637308 1638039 2691448 2718557 2692001 2718557 27109 0 X X 1 X 0 1 0 X 49277 50942 54475 71274 65239 291207 49277 50942 54475 71274 65239 291207 62079 229128 6431 -2907 17875 10996 13646 46041 17622 50 33 6500 7458 31663 368911 0.62110 0.53470 X X X X 3 41.00 0 0 1 1 3000.00 1 7685 495 8180 7367 318 7685 4154 2524 689 7367 4290 -136 4154 4030 260 4290 1.00000 0 0 2369606 2369606 40572 11721 28851 2398457 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. CALENDAR SALES 4903 4903 957 HOLIDAY FUNDRAISER 15282 15282 1922 1 2393 2393 620 22578 22578 3499 3499 19079 FORM 990, PART VI, SECTION B, LINE 11B DIRECTORS 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 12C DIRECTORS 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 15A EXECUTIVE 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 19 DOCUMENTS 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.