2022-08-22T07:24:48-07:00 2021-12-31 561688300 C DeWitt Foard & Co PA 817 E Morehead St Ste 100 Charlotte NC 28202 990 2021-01-01 581969605 Catawba Lands Conservancy CATA 7043423330 4530 Park Road Ste 420 Charlotte NC 28209 Charles B Landess Executive Dir. 2022-08-22 true Charles B Landess 999009999 Garrett Summers P02001620 7043721515 3 AAL1 IAL1 FAL1 2021 2022-09-23 18:48:47Z Charles B Landess 8081955 false X www.catawbalands.org X 1991 NC As a nationally accredited land trust, we conserve and manage land for public benefit in North Carolinas Southern Piedmont. We have conserved 208 properties, totaling 16,596 acres of land. We are the lead agency for the Carolina Thread Trail. 20 20 25 380 0 8778475 6906447 676955 828099 116845 242543 269316 55032 9841591 8032121 0 0 1216767 1397176 0 211352 2112553 1384578 3329320 2781754 6512271 5250367 36671486 41867987 692491 415155 35978995 41452832 X As a nationally accredited land trust, we conserve and manage land for public benefit in North Carolinas Southern Piedmont. We have conserved 208 properties, totaling 16,596 acres of land. We are the lead agency for the Carolina Thread Trail. false false 1024010 Carolina Thread Trail Program (Thread Trail) is an initiative to develop a regional network of greenways, trails and blueways (paddling trails) that reaches 15 counties in the Carolinas centered on the Greater Charlotte metropolitan area. Carolina Thread Trail is a unique 15-county collaboration that will connect communities and conserved land via a network of trails developed through the implementation of locally adopted trail master plans. Carolina Thread Trail is a separate corporation that is a supporting organization of Foundation for the Carolinas. Under a Memorandum of Understanding with Foundation for the Carolinas, the Conservancy acts as the lead agency of the Thread Trail program and was reimbursed $828,066 during 2021 for related services. This long term project under the Conservancy's leadership will permanently protect this region's history, natural beauty, and social diversity, while conserving local lands and fostering free and equitable accessibility for residents and visitors. The Thread Trail will link more than two million citizens with hundreds of miles of greenways and trails as well as access to rivers for paddling in North and South Carolina, connecting points of regional and local significance. There are multiple public benefits including economic development, conservation of land, enhancement of water quality, cleaner air, non-motorized transportation, and healthy recreation activities. At the end of 2020, there were 1,610 planned trail miles, of which, approximately 350 trail and 70 blueway miles are complete. 835868 Land Acquisition: Catawba Lands Conservancy (Conservancy) protected three (3) new properties in 2021, totaling 246 acres in two counties. The Conservancy works with willing landowners and communities to conserve land in perpetuity by placing voluntary conservation easements on land, accepting donations of land, and occasionally purchasing land. CLC serves a seven-county region in North Carolina that includes: Catawba, Gaston, Iredell, Lincoln, Mecklenburg, Union, and parts of Cabarrus counties. Our conservation efforts focus on four areas: local farms, wildlife/plant habitat, water quality and connecting people to nature. Additionally, many of our properties have important species and habitat that the state of North Carolina designated as Natural Heritage Areas. Further, some of the properties provide critical habitat for state or federally listed threatened or endangered plants or animals. 531838 Land Stewardship: The Conservancy intentionally stewards its conservation assets. Staff monitors activities on fee owned land through site visits. Current conditions are evaluated against the reference conditions established by the Baseline Documentation Report. Photographs may be taken and a monitoring report is generated and archived or the site visit is documented on a site visit report. As part of perpetual due diligence, the Conservancy ensures the plant, wildlife, and other conservation values remain undisturbed and protected. Where appropriate on fee owned property, the Conservancy provides public access opportunities, including both blueways and hiking trails, independently and through Carolina Thread Trail. Facilities for public access include a canoe/kayak launch (Spencer Mt. River Access and Pharr Family Preserve access), the Adam Springs Portage Trail, and canoe/kayak take-out (R.Y. McAden Access); and natural surface or paved hiking trails at the South Fork Trail, South Fork Rail Trail, Long Creek Preserve, Seven Oaks Preserve, Pharr Family Preserve, Buffalo Creek Preserve, Sallys Y Preserve, Catawba Springs Preserve, Girl Scouts, and Eastover Ridge Preserve. The Conservancy also monitors conservation easements using the same protocols as fee owned land. On private property protected by conservation easements, the Conservancy works with willing land owners to further enhance the conservation values already protected. 64982 2456698 true true false false false false true false false false true true false true false false false true false false false false false false true false false false false true false false false false false false false false true true false false true false false false false true 22 0 true 25 true false false false false false false false 0 false false false false false false false X 20 20 false false false false false false false true true false false true true true true true true true true false X X Gail Olsen Finance Dir 7043423330 4530 Park Road Ste 420 Charlotte NC 28209 Bart Landess Executive Dir. 52.00 0.00 X 172918 0 5879 Nathan Clark Finance Chair 3.00 0.00 X X 0 0 0 Steve Scruggs Board Member 2.00 0.00 X 0 0 0 Dan Clodfelter Board Member 2.00 0.00 X 0 0 0 May Barger Board Member 3.00 0.00 X 0 0 0 Allan Baucom Board Member 2.00 0.00 X 0 0 0 Bill Carstarphen Board Member 2.00 0.00 X 0 0 0 Tom Gates Nom Comm Chair 3.00 0.00 X 0 0 0 Lisa Richards Mkt Comm Chair 3.00 0.00 X 0 0 0 Phil Kuttner Board Member 2.00 0.00 X 0 0 0 Chris Walker Board Member 2.00 0.00 X 0 0 0 Jim Hovis Vice Chair 4.00 0.00 X X 0 0 0 Shawn Wilkerson Board Member 2.00 0.00 X 0 0 0 Compie Newman Board Member 2.00 0.00 X 0 0 0 Chris Thomas Board Member 2.00 0.00 X 0 0 0 Kacey Thompson Board Member 2.00 0.00 X 0 0 0 Kelly Katterhagen Chair 5.00 0.00 X X 0 0 0 Lud Hodges Board Member 2.00 0.00 X 0 0 0 Len Botkin Board Member 2.00 0.00 X 0 0 0 Tommy Lee Land Stew Chair 2.00 0.00 X 0 0 0 William Blair Board Member 2.00 0.00 X 0 0 0 172918 5879 1 false true false 0 27531 132536 6746380 5249827 6906447 Carolina Thread Trail 828099 828099 828099 88312 88312 0 0 0 154231 154231 154231 154231 94206 27531 49834 44372 0 4375 4375 4375 Other 6285 6285 Paycheck Protection Program 6285 8032121 988615 92687 0 0 0 0 178797 134098 17880 26819 0 1218379 1012181 54810 151388 0 0 0 0 0 0 0 0 0 214325 200880 13445 92564 89460 3104 74350 60313 6658 7379 63304 47175 8080 8049 0 89781 74758 6754 8269 16563 15593 970 0 0 27694 27694 0 68044 63328 2270 2446 32409 28652 3757 Easements written off 579050 579050 Trail and land costs 118061 118061 Training 8433 5455 50 2928 0 2781754 2456698 113704 211352 1309931 2539749 738730 112157 518095 243366 0 0 0 0 0 33334 22522 1001785 597722 459206 404063 0 3883751 4996501 486847 0 0 29241592 33549629 36671486 41867987 27712 35285 10904 1689 553875 378181 100000 692491 415155 X 33425735 39079914 2553260 2372918 35978995 41452832 36671486 41867987 5250367 223470 X false true X true false X 4678649 5962035 1699171 8778475 6878916 27997246 38136 52464 68312 81790 76278 316980 0 0 0 4716785 6014499 1767483 8860265 6955194 28314226 52089 57671 63242 30955 84515 288472 0 52089 57671 63242 30955 84515 288472 28025754 55361 73370 76850 111210 88312 405103 0 55361 73370 76850 111210 88312 405103 0 7200 7100 7800 7200 29300 4779346 6094969 1852133 8978675 7043506 28748629 0.97490 0.97440 0.01410 0.01400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 129 10 2 1 true false 68746 20369 48377 144725 131781 12944 788314 445572 342742 404063 4996501 Land protected in perpetuity 33549629 33549629 8255591 223470 223470 8032121 8032121 2781754 2781754 2781754 Part II, Line 5: Summarized Policy The land stewardship staff inspects each property encumbered by a conservationeasement or similar instrument to ensure compliance with the provisions in the easement document. Staff assesses current conditions and compares findings to thosedocumented by the Baseline Documentation Report. Staff evaluates the status ofreserved rights which may have been exercised since the last site visit. Staff assesses impacts to the conservation values associated with changes in land use onthe easement property and adjacent properties, notes potential trespass issues andsafety hazards, and makes observations on the condition of the boundary. The staff makes additions to the species list (flora and fauna), documentsnew findings and communicates with the appropriate government entity. Specialattention is given to the evaluation of plant or animal species that may be state orfederally listed (endangered, threatened, species of concern, etc.). Staff evaluatesconditions in Natural Heritage Areas and inspects significant historical and/orcultural features conserved by the conservation easement. Post monitoring, anarchival quality report is generated by the staff and includes written observationsand photographs as appropriate. Copies of the report are stored on and off site perConservancy policy. Part II, Line 9: Organization Reporting of conservation easements. Conservation easements received as a gift are recorded at the estimated difference in the market value of the associated property before and after the imposition of the easement. At that time, the Conservancy also records a like amount as an expensesince conservation easements have no future economic benefit to the Conservancy.Donated conservation easements amounted to $263,366 and $52,940 for the yearsended December 31, 2020 and 2019, respectively. false Clays for Conservation 64787 20800 43987 380 12794 2968 5062 POP Up Picnic 56950 6731 50219 3740 1818 5655 17417 121737 27531 94206 380 16534 4786 5655 22479 49834 44372 false false false false false false false false false Bart Landess Executive Dir. 172918 5879 178797 Lat Purser Frmr brd member 75252 Rent false Julianne McCollum Board Member 9793 Newsletter & website false Schedule L, Part V Supplemental Information During 2021 the Conservancy paid Yellow Duck Marketing $4,704 for the Conservancys newsletter preparation and website design and $5,089 for the Thread Trails newsletter preparation. Julianne McCollum, a Conservancy Board Member, is the managing director of Yellow Duck Marketing. Additionally, the Conservancy paid $75,252 in rents to entities affiliated with Lat Purser, a former board of director whose term expired December 31, 2017. Also, the Conservancy holds a majority of their investments at a board members investment company, however no investment fees were charged during the year. X 579050 FMV X 4669300 FMV X 1477 FMV false false false Form 990, Part III, Line 4d: Other Program Services Description OTHER PROGRAM SERVICES 4: Other - Other program expenses relate primarily to community education, outreach, and public programming. Form 990, Part VI, Line 11b: Form 990 Review Process Review of the Form 990 is conducted by the Executive Director, the Finance Director and the Finance Committee. It is reviewed before filing. Prior to filing, a copy of the Form 990 is available to each Board member. Questions and suggestions are an integral part of the review. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts Each Board member is required to sign a conflict of interest statement prior to joining the Board of Directors. Upon knowledge of a transaction involving a conflict, the details are fully disclosed to the Chairman of the Board and the member with a conflict will not participate in discussions or voting. Board members verify that there is no conflict of interest annually. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management Compensation of the Executive Director is determined by the Executive Committee. Independent surveys are obtained that are used to compare the average salary for all positions, including the Executive Director. This documentation is available and reviewed annually as deemed necessary by the Executive Committee. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available CLC's governing documents, minutes of Board meetings and committee meetings, and conflict of interest policy are kept in binders at our office. CLC's financial statements, audits and Forms 990 are on the website. Property and Easements Acquired for Preservation The Conservancy may acquire certain property and/or conservation easements throughpurchases as well as through donor contributions. Donors generally contribute fee title to property or conservation easements. Conservation easements are legalagreements in which the landowner gives up some of the rights to their land, such asdevelopment, but retains ownership and management of the property. The conservationeasements are permanent and run with the land and are binding upon successive owners. Contributions are recorded at the estimated fair market value of the property or easement taking into consideration the fact that the land's use may be severely limited based on the parties' intent to preserve the property in its undeveloped state. Based on these facts, the values of easements shown in the accompanying Statement of Activities are based on independent appraisal or management estimates, if an appraisal is not available. Hickory Grove LLC 4530 Park Road Ste 420 Charlotte NC 28209 464669695 Rental house NC 6600 76818 N/A false false false false false false false false false false false false false false false false false false false