2021-05-16T18:37:19-05:00 2020-12-31 202071774 MALLER PETERSON LLC 1614 OAKES ROAD RACINE WI 53406 990 2020-01-01 391822368 CALEDONIA CONSERVANCY LTD CALE 2624984993 PO BOX 044714 RACINE WI 534047015 MATHEW JOHNSRUD PRESIDENT 2629941799 2021-05-12 1 MATHEW JOHNSRUD 999009999 JAMES C SMALL P00031014 2628989400 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z MATHEW JOHNSRUD PO BOX 044714 RACINE WI 534047015 115759 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 312099 71274 0 0 12450 5471 22834 34104 347383 110849 0 0 0 0 33372 38431 0 0 0 54154 68856 87526 107287 259857 3562 2695306 2692001 7420 553 2687886 2691448 THE MISSION OF THE ORGANIZATION IS TO PROTECT THE RURAL CHARACTER OF THE VILLAGE OF CALEDONIA, RACINE COUNTY, WISCONSIN. 0 0 40636 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. 40636 1 1 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 SUZI ZIERTEN EXECUTIVE DIRECTOR 40.00 X 35700 0 0 GREG BERG DIRECTOR 1.00 X 0 0 0 JILL BARANOWSKI PAST PRESIDENT 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 35700 0 0 0 0 0 0 0 71274 71274 3086 3086 5525 0 5525 5525 5525 2385 0 2385 2385 2385 26989 4910 22079 22079 SBA LOAN FORGIVENESS 900099 6500 6500 6500 110849 7910 0 31665 35700 35700 2731 2731 8790 8790 477 477 1838 1838 1507 1507 2854 2854 2705 2705 4235 4235 STEWARDSHIP PROGRAM EXP 39601 39601 RENT EXPENSE 4200 4200 TRAINING & BOARD DEVELO 1035 1035 TELEPHONE 800 800 814 814 107287 40636 66651 0 169300 163909 8364 8469 1060 425 350 350 2408475 9016 2402164 2399459 114068 119389 2695306 2692001 7420 553 7420 553 X 1043133 1054140 1644753 1637308 2687886 2691448 2695306 2692001 3562 0 X X 1 X 0 1 0 X 155846 49277 50942 54475 71274 381814 155846 49277 50942 54475 71274 381814 144671 237143 5070 6431 -2907 17875 10996 37465 50 17622 50 33 6500 24255 443534 0.53470 0.59830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 3 41.00 0 0 1 1 3000.00 1 7367 318 7685 4154 2524 689 7367 4290 -136 4154 4030 260 4290 3819 211 4030 1.00000 0 0 2367903 2367903 40572 9016 31556 2399459 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 6027 6027 1572 HOLIDAY FUNDRAISER 12274 12274 926 3 8688 8688 2412 26989 26989 4910 4910 22079 0 0 0 0 PART I, COLUMN (B): INDIVIDUAL CONTRIBUTOR. 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.