2022-05-12T10:46:29-05:00 2021-12-31 541149263 YOUNT HYDE & BARBOUR PC PO BOX 2560 WINCHESTER VA 226041760 990 2021-01-01 540935569 THE PIEDMONT ENVIRONMENTAL COUNCIL PIED 5403472334 45 HORNER STREET WARRENTON VA 20186 CHRISTOPHER G MILLER PRESIDENT 5403472334 2022-05-09 1 CHRISTOPHER MILLER XXX-XX-XXXX JENNIFER R FILES CPA P01275752 5406623417 2022-05-09 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z CHRISTOPHER G MILLER 45 HORNER STREET WARRENTON VA 20186 6989721 0 X WWW.PECVA.ORG X 1972 VA PROMOTING AND PROTECTING THE NATURAL RESOURCES, RURAL ECONOMY, HISTORY AND BEAUTY OF THE VIRGINIA PIEDMONT. 35 35 58 914 0 0 5698458 6063415 0 0 -150662 65469 216508 -799 5764304 6128085 15094 38224 0 0 3967129 4043662 0 0 632624 1414712 1702828 5396935 5784714 367369 343371 11069631 11176423 645727 409148 10423904 10767275 X PEC SAFEGUARDS THE LANDSCAPES, COMMUNITIES AND HERITAGE OF VIRGINIA'S PIEDMONT BY INVOLVING CITIZENS IN RELATED PUBLIC POLICY AND LAND CONSERVATION. 0 0 1472407 20373 CONSERVATION, STEWARDSHIP AND HABITAT-RESEARCH THE ECONOMICS OF RURAL LAND PRESERVATION, PROVIDE PUBLIC EDUCATION ON LAND CONSERVATION OPTIONS AND ACQUIRE AND PRESERVE VITAL PROPERTY; PROVIDE TECHNICAL ASSISTANCE TO LANDOWNERS ON NATIVE HABITAT LAND MANAGEMENT PRACTICES. PEC HAS HELPED LANDOWNERS PERMANENTLY PROTECT MORE THAN 433,000 ACRES OF RURAL OR NATURAL LAND. CONSERVATION EASEMENTS HELP ENSURE THAT THE VIRGINIA PIEDMONT IS ALWAYS CHARACTERIZED BY ITS OPEN SPACES, HEALTHY ENVIRONMENT AND CULTURAL RESOURCES. 869007 12500 COUNTY ISSUES - ANALYZE COUNTY PLANNING PROPOSALS FOR ENVIRONMENTAL IMPACT AND DEVELOP SOUND CONSERVATION ALTERNATIVES. 645225 5351 OUTREACH & EDUCATION - BUILD A BROAD BASE OF SUPPORT FOR CONSERVATION OF NATURAL, HISTORIC AND CULTURAL RESOURCES, WHILE ENCOURAGING CIVIC ENGAGEMENT AND DIRECT PARTICIPATION IN POLICY EFFORTS TO CREATE A MORE SUSTAINABLE PIEDMONT. PROGRAM INCLUDES CONTENT DEVELOPMENT, CREATION AND PROMOTION IN ONLINE AND PRINT MEDIA, ADVOCACY AT THE LOCAL STATE AND FEDERAL LEVEL, PRESS AND PUBLIC RELATIONS, GIS MAPPING, PHOTOGRAPHY, VIDEOGRAPHY, VOLUNTEER PROGRAMMING AND IMPLEMENTATION OF THE SUMMER FELLOWSHIP PROGRAM. THE FELLOWSHIP PROGRAM PROVIDES OPPORTUNITIES TO A DOZEN DIVERSE STUDENTS EACH YEAR TO RECEIVE IN DEPTH TRAINING ON ENVIRONMENTAL POLICY AND CONSERVATION, TRANSPORTATION AND COMMUNITY PLANNING AND NONPROFIT STRUCTURES, TO DO A RESEARCH PRESENTATION ON A SELECTED TOPIC AND TO ENGAGE WITH OTHER ENVIRONMENTAL PROFESSIONALS PROVIDING A PATH TO FUTURE CAREERS IN THE FIELD. 1106731 1106731 4093370 1 1 0 1 0 0 1 0 0 0 1 0 0 1 0 0 1 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 54 0 1 58 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 35 35 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 VA DC MD X X X DAVID FREDENBURGH 5403472334 45 HORNER STREET WARRENTON VA 20186 JEAN PERIN CO-CHAIR 6.00 X X 0 0 0 JOHN BIRDSALL III DIRECTOR 2.00 X 0 0 0 HAMILTON MOSES III DIRECTOR 2.00 X 0 0 0 LAURIE VOLK DIRECTOR 2.00 X 0 0 0 LESLIE COCKBURN DIRECTOR 2.00 X 0 0 0 LINDA BOO INGRAM DIRECTOR 2.00 X 0 0 0 LYNN WILEY DIRECTOR 2.00 X 0 0 0 MARGARET PEGGY RICHARDSON DIRECTOR 2.00 X 0 0 0 DAVID ALDRICH TREASURER 6.00 X X 0 0 0 JOHN GRANO DIRECTOR 2.00 X 0 0 0 NATALIE PIEN DIRECTOR 2.00 X 0 0 0 ROBERT BOB BERNARD DIRECTOR 2.00 X 0 0 0 ROY DYE DIRECTOR 2.00 X 0 0 0 ROY JACOBSON DIRECTOR 2.00 X 0 0 0 SETH HEALD DIRECTOR 2.00 X 0 0 0 STEVE DAHLLOF DIRECTOR 2.00 X 0 0 0 SUSAN GALLAGHER DIRECTOR 2.00 X 0 0 0 GEORGE OHRSTROM II CO-CHAIR 6.00 X X 0 0 0 JIM HURLEY DIRECTOR 2.00 X 0 0 0 VIRGINIA WILSON DIRECTOR 2.00 X 0 0 0 BONNIE MATTINGLY DIRECTOR 2.00 X 0 0 0 BRAD BONDI DIRECTOR 2.00 X 0 0 0 CHLOE SQUIRES DIRECTOR 2.00 X 0 0 0 CHRIS MCLEAN DIRECTOR 2.00 X 0 0 0 TANIA CUBITT DIRECTOR 2.00 X 0 0 0 ELEANOR MORISON DIRECTOR 2.00 X 0 0 0 GEORGE GRAYSON DIRECTOR 2.00 X 0 0 0 MARIE RIDDER DIRECTOR 2.00 X 0 0 0 GEORGE OVERSTREET DIRECTOR 2.00 X 0 0 0 JAMES KLEEBLATT DIRECTOR 2.00 X 0 0 0 EUGENE GULLAND DIRECTOR 2.00 X 0 0 0 ALTON KEEL SECRETARY 3.00 X X 0 0 0 JIM COLLINS DIRECTOR 2.00 X 0 0 0 HELEN DUBOIS DIRECTOR 2.00 X 0 0 0 MARK J OHRSTROM VICE CHAIR 2.00 X X 0 0 0 MIMI ABEL SMITH DIRECTOR 2.00 X 0 0 0 DAVID FREDENBURGH DIRECTOR OF FINANCE AND ADMIN 40.00 X 105647 0 12141 CHRISTOPHER MILLER PRESIDENT 40.00 X 216239 0 28123 JAMES S SCHWARTZ EXECUTIVE DIRECTOR 40.00 X 112489 0 16034 KATHERINE L IMHOFF SR. CONSERVATION FELLOW 40.00 X 257402 0 24705 DANIEL HOLMES DIRECTOR OF STATE POLICY 40.00 X 104803 0 14691 JOHN W MCCARTHY III SENIOR POLICY ADVISOR 40.00 X 101794 0 15475 898374 0 111169 6 0 1 0 0 376874 686700 437697 4562144 535700 6063415 9 9 475504 227500 472544 165000 2960 62500 65460 65460 110151 376874 224092 -113941 -113941 OTHER REVENUE 900099 113142 113142 113142 6128085 0 0 64670 38224 38224 362150 105076 222864 34210 2682235 1888836 447493 345906 133190 112022 158 21010 622550 495856 31740 94954 243537 189680 17173 36684 119081 46781 72300 47195 47195 87600 87600 468134 413293 48341 6500 9000 4015 4285 700 251926 196825 28685 26416 81581 61515 12682 7384 149044 124925 15244 8875 17666 15876 787 1003 56188 21971 24276 9941 3753 3753 167017 110181 35922 20914 64667 44024 13047 7596 OTHER EXPENSES 149639 125101 14205 10333 DUES AND SUBSCRIPTIONS 30337 11569 18570 198 5784714 4093370 1058720 632624 960024 911513 30037 428153 117848 92866 46368 76021 4089710 1316106 2856088 2773604 7059266 6894266 11069631 11176423 345727 409148 300000 645727 409148 X 6638004 6786425 3785900 3980850 10423904 10767275 11069631 11176423 343371 0 X X 0 1 X 1 0 X 4361158 5939412 8201909 5698458 6063415 30264352 4361158 5939412 8201909 5698458 6063415 30264352 2592658 27671694 64013 62276 15650 5500 9 147448 1150 5408 55182 167084 113142 341966 30753766 0.89980 0.90120 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2017 AMOUNT: $ 1,150. 2018 AMOUNT: $ 5,408. 2019 AMOUNT: $ 55,182. 2020 AMOUNT: $ 167,084. 2021 AMOUNT: $ 113,142. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 47406 197243 244649 3848721 4093370 354669 88667 0 0 388989 343410 332706 354669 1419774 2129661 168428 160669 271969 244649 845715 97247 85853 83177 88667 354944 532416 27539 3591 38953 47406 117489 X X X X 71 10562.00 1 1 835.00 69316 76206 76206 3706255 1177149 2529106 307249 138957 168292 2773604 RP LLC PROPERTY 2100000 OVOKA FARM 224113 BERGER PROPERTY 30000 GILBERT'S CORNER 4400000 GORDONSVILLE - ALLEN ST 85095 GORDONSVILLE - MARKET ST 55058 6894266 6128085 0 6128085 0 6128085 5784714 0 5784714 0 5784714 PART II, LINE 5 - MONITORING AND ENFORCEMENT POLICY PEC HAS WRITTEN LAND CONSERVATION POLICIES WHICH HAVE BEEN FORMALLY APPROVED AND ARE PERIODICALLY REVIEWED AND AMENDED AS NECESSARY BY THE PEC BOARD OF DIRECTORS. THESE POLICIES CLEARLY STATE THAT PEC WILL UNDERTAKE ANNUAL MONITORING OF ALL CONSERVATION EASEMENTS. IN 2021, PEC VISITED ALL 71 PROPERTIES FOR WHICH IT HOLDS AN EASEMENT. PEC'S POLICIES ON STEWARDSHIP REQUIRE THAT PEC EVALUATE AND ADDRESS THE STEWARDSHIP OBLIGATIONS OF EACH CONSERVATION EASEMENT IT ACCEPTS. PEC UNDERTAKES MONITORING OF ALL EASEMENTS IT HOLDS OR CO-HOLDS, AND WILL ENFORCE THE TERMS OF ITS CONSERVATION EASEMENTS, TAKING NECESSARY STEPS TO SEE THAT VIOLATIONS ARE REMEDIED. ALL EASEMENTS HELD BY PEC HAVE PROVISIONS WHICH ALLOW PEC TO MONITOR THE EASEMENTS AND ENFORCE THE RESTRICTIONS IN THE EASEMENT DOCUMENTS. PEC HAS, AS A RESULT OF FINDING EASEMENT VIOLATIONS DURING AN INSPECTION, COMMUNICATED WITH THE EASEMENT HOLDER AND AFTER FAILING TO ACHIEVE AN APPROPRIATE SOLUTION, RESORTED TO LEGAL ACTION TO ENFORCE THE TERMS OF THE EASEMENT. PART II, LINE 9 - ACCOUNTING FOR CONSERVATION EASEMENTS CONSERVATION EASEMENTS ARE INTANGIBLE ASSETS REPRESENTING RESTRICTIONS ON THE DEVELOPMENT OF REAL PROPERTY, CONVEYED BY A PROPERTY OWNER TO PEC. PEC OCCASIONALLY ACCEPTS AND HOLDS OR CO-HOLDS THESE EASEMENTS IN ORDER TO PROTECT THE OWNED PROPERTY IN PERPETUITY. CONSERVATION EASEMENTS, BY THEIR NATURE, HAVE NO MARKET VALUE, AS THEY CANNOT BE SOLD OR EXCHANGED FOR REMUNERATION. THUS, WHEN PEC ACCEPTS AN EASEMENT, EITHER AS A SOLE HOLDER OR AS A CO-HOLDER, NO REVENUE OR EXPENSE IS RECORDED. PEC HOLDS OR CO-HOLDS 71 CONSERVATION EASEMENTS TOTALING 10,562 ACRES AS OF DECEMBER 31, 2021. PIEDMONT BALL 386946 284733 102213 67003 47097 6625 92749 CSG LC EVENT 69645 69525 120 402 2 30434 22616 7818 10216 487025 376874 110151 67003 47097 6625 103367 224092 -113941 1 FAUQUIER COUNTY 320 HOSPITAL DRIVE 26 WARRENTON VA 20186 12769 0 RECTOR TRACT VIRGINIA'S UNITED LAND TRUSTS 4308 NEWPORT DR RICHMOND VA 23227 814763271 501(C)(3) 12500 0 CONFERENCE SPONSORHIP AND PARTNERSHIP TO RAISE AWARENESS & INCREASE SUPPORT FOR DEDICATED FUNDING FOR NATURAL RESOURCES IN VA 2 PART I, LINE 2: GRANT REQUESTS ARE REVIEWED ON A CASE-BY-CASE BASIS TO ENSURE THE GRANT OBJECTIVES ARE CONSISTENT WITH PEC'S MISSION AND THE GRANT WILL BE EXPENDED IN A MANNER THAT WILL COMPLEMENT PEC'S GOALS. ANY MAJOR GRANT AWARDS REQUIRE REPORTS TO PEC ON HOW THE FUNDS WERE EXPENDED AND WHAT WAS ACCOMPLISHED. SPECIFIC PEC STAFF (WITH EXPERTISE IN THE AREA OF THE GRANT OBJECTIVES) ARE RESPONSIBLE FOR MONITORING MAJOR GRANTS. PEC'S BOARD OF DIRECTORS OR THE EXECUTIVE COMMITTEE APPROVE ANY MAJOR GRANTS AND THE PRESIDENT MAY APPROVE MINOR GRANTS. X X 0 0 0 0 0 0 0 0 0 KATHERINE L IMHOFF SR. CONSERVATION FELLOW 257402 0 0 0 0 0 13252 0 11453 0 282107 0 0 0 CHRISTOPHER MILLER PRESIDENT 216239 0 0 0 0 0 11510 0 16613 0 244362 0 0 0 X 25 472544 AVER HI/LOW ON DAY REC'D 0 1 1 PART I, LINE 32B: PART I, LINE 32B - PEC USES A THIRD PARTY TO RECEIVE AND PROCESS STOCK DONATIONS. STOCK DONATIONS ARE SOLD IMMEDIATELY UPON RECEIPT. FORM 990, PART VI, SECTION A, LINE 2 RELATED PARTY INFORMATION AMONG OFFICERS MARK OHRSTROM GEORGE OHRSTROM II VICE CHAIR CO-CHAIR BROTHERS FORM 990, PART VI, SECTION B, LINE 11B PEC'S PROCESS TO REVIEW FORM 990 - THE FORM 990 IS PREPARED BY STAFF, MANAGEMENT, OR AN INDEPENDENT CPA, AND REVIEWED BY PEC'S PRESIDENT AND PEC'S FINANCE AND RMAC COMMITTEE. IT IS THEN REVIEWED BY THE EXECUTIVE COMMITTEE AND FINALLY MADE AVAILABLE TO THE BOARD FOR THEIR INPUT. FORM 990, PART VI, SECTION B, LINE 12C ENFORCEMENT OF CONFLICT OF INTEREST POLICY - NEW BOARD MEMBERS ATTEND A FULL DAY ORIENTATION WHERE THEY ARE FAMILIARIZED WITH PEC'S OPERATIONS, POLICIES AND PROCEDURES, INCLUDING THE CONFLICT OF INTEREST POLICY. ALSO, DURING THE RECRUITMENT OF BOARD MEMBERS, EACH CANDIDATE IS CAREFULLY VETTED FOR POTENTIAL CONFLICTS. THESE AND OTHER POLICIES ARE PERIODICALLY REVIEWED AT BOARD MEETINGS AND ANNUALLY, IN CONNECTION WITH A REQUEST TO BOARD MEMBERS THAT THEY REVIEW THE AUDIT, AUDITORS' REPORTS AND FORM 990 RETURN. FINALLY, OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE, ON AN ANNUAL BASIS, ANY INTEREST THAT COULD GIVE RISE TO A CONFLICT. ANY POTENTIAL CONFLICTS ARE REVIEWED BY PEC'S PRESIDENT AND EXECUTIVE COMMITTEE AND, WHERE APPROPRIATE, DISCUSSED WITH THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 FORM 990, PART VI, LINE 15A - COMPENSATION PROCESS FOR TOP OFFICIAL: THE COMPENSATION OF THE PRESIDENT AND OTHER OFFICERS/ KEY EMPLOYEES IS DETERMINED BY THE BOARD'S EXECUTIVE COMMITTEE AND APPROVED BY THE BOARD AS PART OF THE BUDGETING PROCESS. THE COMMITTEE REVIEWS SALARY SURVEYS FOCUSING ON NON-PROFITS AND LAND CONSERVATION ORGANIZATIONS, AND APPROPRIATE FORM 990S, IN ORDER TO DETERMINE APPROPRIATE SALARY LEVELS. FORM 990, PART VI, LINE 15B -COMPENSATION PROCESS FOR OFFICERS: THE COMPENSATION FOR KEY EMPLOYEES IS THE SAME AS THAT FOR TOP OFFICIALS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, ETC. DISCLOSURE EXPLANATION - THE PUBLIC, UPON REQUEST, WILL BE PROVIDED COPIES OF PEC'S FINANCIAL DOCUMENTS. THE ANNUAL REPORT, WHICH IS MAILED TO ALL DONORS AND OTHERS ON REQUEST, CONTAINS AN ABBREVIATED FINANCIAL STATEMENT AND INVITES ALL READERS TO CONTACT PEC'S ACCOUNTING OFFICE FOR ANY DOCUMENTS OR FINANCIAL REPORTS THAT ARE DISCUSSED IN THE FORM 990. AUDITED FINANCIAL STATEMENTS AND THE IRS FORM 990 ARE ALSO AVAILABLE ON PEC'S WEBSITE. FORM 990, PART XII, LINE 2C PEC HAS NOT CHANGED EITHER ITS OVERSIGHT OR SELECTION PROCESS OF AN INDEPENDENT ACCOUNTANT DURING THE TAX YEAR. THE PIEDMONT FOUNDATION 45 HORNER STREET WARRENTON VA 20186 541954368 SUPPORT VA 501(C)(3) LINE 12A, I N/A 0 0 1 1 1 1 0 0 0 0 0 0 1 0 1 0 0 1 0 0 PIEDMONT FOUNDATION C 686700 GAAP PIEDMONT FOUNDATION D 92866 GAAP PIEDMONT FOUNDATION Q 97428 GAAP