CALEDONIA CONSERVANCY LTD: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CALEDONIA CONSERVANCY LTD (EIN 39-1822368)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-16
- IRS object ID
- 202101369349300535
- Schema version
- 2020v4.1
- 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 | 2021-05-16T18:37:19-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 202071774 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MALLER PETERSON LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1614 OAKES ROAD | AddressLine1Txt |
| City | RACINE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391822368 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALEDONIA CONSERVANCY LTD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALE | BusinessNameControlTxt |
| Phone | 2624984993 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 044714 | AddressLine1Txt |
| City | RACINE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 534047015 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATHEW JOHNSRUD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2629941799 | PhoneNum |
| Signature | 2021-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MATHEW | PersonFirstNm |
| Person Last | JOHNSRUD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES C SMALL | PreparerPersonNm |
| PTIN | P00031014 | PTIN |
| Phone | 2628989400 | PhoneNum |
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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MATHEW JOHNSRUD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 044714 | AddressLine1Txt |
| City | RACINE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 534047015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $115,759 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CALEDONIACONSERVANCY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1995 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | PROTECT THE RURAL CHARACTER OF THE VILLAGE OF CALEDONIA, RACINE COUNTY, WISCONSIN. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 200 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $312,099 | PYContributionsGrantsAmt |
| CY Contributions Grants | $71,274 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $12,450 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,471 | CYInvestmentIncomeAmt |
| PY Other Revenue | $22,834 | PYOtherRevenueAmt |
| CY Other Revenue | $34,104 | CYOtherRevenueAmt |
| PY Total Revenue | $347,383 | PYTotalRevenueAmt |
| CY Total Revenue | $110,849 | 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 | $33,372 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $38,431 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $54,154 | PYOtherExpensesAmt |
| CY Other Expenses | $68,856 | CYOtherExpensesAmt |
| PY Total Expenses | $87,526 | PYTotalExpensesAmt |
| CY Total Expenses | $107,287 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $259,857 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,562 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,695,306 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,692,001 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,420 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $553 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,687,886 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,691,448 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF THE ORGANIZATION IS TO PROTECT THE RURAL CHARACTER OF THE VILLAGE OF CALEDONIA, RACINE COUNTY, WISCONSIN. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $40,636 | ExpenseAmt |
| Desc | 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. | Desc |
| Total Program Service Expenses | $40,636 | 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 | 0 | 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 | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | 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 | 0 | 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 | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | 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 | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | 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 | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| 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 | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | 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 | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN I ZIERTEN | PersonNm |
| Phone | 2624984993 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 044714 | AddressLine1Txt |
| City | RACINE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 534047015 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| SUZI ZIERTEN | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $35,700 | $0 | $0 | |
| GREG BERG | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JILL BARANOWSKI | ||||||
| PAST PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHUCK KAMAKIAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVE HIGGENS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BARBARA HUGIER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID KLOKOWSKI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DEBRA PALMER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR JESSICA ORLOFSKE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MATHEW JOHNSRUD | ||||||
| PRESIDENT | 2.00 | $0 | $0 | $0 | Yes (X) | |
| KJELL ERLANDSSON | ||||||
| VICE-PRESIDENT | 2.00 | $0 | $0 | $0 | Yes (X) | |
| JENNIFER KANTER | ||||||
| TREASURER | 2.00 | $0 | $0 | $0 | Yes (X) | |
| DEIDRE VERGEER | ||||||
| SECRETARY | 2.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $35,700 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $71,274 | AllOtherContributionsAmt |
| Total Contributions | $71,274 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,086 | TotalRevenueColumnAmt |
| Exclusion | $3,086 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $5,525 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $5,525 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,525 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,525 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,385 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,385 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,385 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,385 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $26,989 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $4,910 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,079 | TotalRevenueColumnAmt |
| Exclusion | $22,079 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SBA LOAN FORGIVENESS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $6,500 | TotalRevenueColumnAmt |
| Exclusion | $6,500 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $6,500 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $110,849 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,910 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $31,665 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,700 | TotalAmt |
| Management And General | $35,700 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,731 | TotalAmt |
| Management And General | $2,731 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,790 | TotalAmt |
| Management And General | $8,790 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $477 | TotalAmt |
| Management And General | $477 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,838 | TotalAmt |
| Management And General | $1,838 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,507 | TotalAmt |
| Management And General | $1,507 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,854 | TotalAmt |
| Management And General | $2,854 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,705 | TotalAmt |
| Management And General | $2,705 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,235 | TotalAmt |
| Management And General | $4,235 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| STEWARDSHIP PROGRAM EXP | $39,601 | $39,601 | |
| RENT EXPENSE | $4,200 | $4,200 | |
| TRAINING & BOARD DEVELO | $1,035 | $1,035 | |
| TELEPHONE | $800 | $800 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $814 | TotalAmt |
| Management And General | $814 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,287 | TotalAmt |
| Program Services | $40,636 | ProgramServicesAmt |
| Management And General | $66,651 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $169,300 | BOYAmt |
| EOY | $163,909 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,364 | BOYAmt |
| EOY | $8,469 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,060 | BOYAmt |
| EOY | $425 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $350 | BOYAmt |
| EOY | $350 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,408,475 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,016 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,402,164 | BOYAmt |
| EOY | $2,399,459 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,068 | BOYAmt |
| EOY | $119,389 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,695,306 | BOYAmt |
| EOY | $2,692,001 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,420 | BOYAmt |
| EOY | $553 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,420 | BOYAmt |
| EOY | $553 | 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 | $1,043,133 | BOYAmt |
| EOY | $1,054,140 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,644,753 | BOYAmt |
| EOY | $1,637,308 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,687,886 | BOYAmt |
| EOY | $2,691,448 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,695,306 | BOYAmt |
| EOY | $2,692,001 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,562 | ReconcilationRevenueExpnssAmt |
| 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 | Yes (1) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | 0 | FSAuditedInd |
| 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 | $155,846 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $49,277 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $50,942 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $54,475 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $71,274 | CurrentTaxYearAmt |
| Total | $381,814 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $155,846 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $49,277 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $50,942 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $54,475 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $71,274 | CurrentTaxYearAmt |
| Total | $381,814 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $144,671 | SubstantialContributorsTotAmt |
| Public Support Total170 | $237,143 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,070 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,431 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$2,907 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,875 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,996 | CurrentTaxYearAmt |
| Total | $37,465 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $50 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,622 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $50 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,500 | CurrentTaxYearAmt |
| Total | $24,255 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $443,534 | TotalSupportAmt |
| Public Support CY170 | 0.53470 | PublicSupportCY170Pct |
| Public Support PY170 | 0.59830 | 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 |
| Total Easements | 3 | TotalEasementsCnt |
| Total Acreage | 41.00 | TotalAcreageCnt |
| Historic Structure Easements | 0 | HistoricStructureEasementsCnt |
| Historic Strctr Easements Aftr | 0 | HistoricStrctrEasementsAftrCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 3000.00 | StaffHoursSpentEnforcementCnt |
| Section170h Rqr Stsfd | Yes (1) | Section170hRqrStsfdInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,367 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $318 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $7,685 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,154 | BeginningYearBalanceAmt |
| Contributions | $2,524 | ContributionsAmt |
| Investment Earnings Or Losses | $689 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $7,367 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,290 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$136 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $4,154 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,030 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $260 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $4,290 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,819 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $211 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $4,030 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| 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 | $2,367,903 | OtherCostOrOtherBasisAmt |
| Book Value | $2,367,903 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $40,572 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,016 | DepreciationAmt |
| Book Value | $31,556 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,399,459 | TotalBookValueLandBuildingsAmt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CALENDAR SALES | Event1Nm |
| Gross Receipts Event1 | $6,027 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $6,027 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $1,572 | OtherDirectExpensesEvent1Amt |
| Event2 | HOLIDAY FUNDRAISER | Event2Nm |
| Gross Receipts Event2 | $12,274 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $12,274 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $926 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $8,688 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $8,688 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $2,412 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $26,989 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $26,989 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $4,910 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $4,910 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $22,079 | NetIncomeSummaryAmt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | 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 | INDIVIDUAL CONTRIBUTOR. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
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