DUTCHESS LAND CONSERVANCY INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- DUTCHESS LAND CONSERVANCY INC (EIN 14-1667526)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-08-09
- IRS object ID
- 202122219349301012
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-09T10:22:49-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 141555429 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UHY ADVISORS NY INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HUDSON CITY CENTRE SUITE 204 | AddressLine1Txt |
| City | HUDSON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12534 | 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 | 141667526 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DUTCHESS LAND CONSERVANCY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DUTC | BusinessNameControlTxt |
| Phone | 8456773002 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 138 | AddressLine1Txt |
| City | MILLBROOK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12545 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY HATHAWAY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8456773002 | PhoneNum |
| Signature | 2021-08-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | NANCY | PersonFirstNm |
| Person Last | HATHAWAY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | N THERESE WOLFE | PreparerPersonNm |
| PTIN | P00748483 | PTIN |
| Phone | 5188281565 | PhoneNum |
| Preparation | 2021-08-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | 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 | NANCY HATHAWAY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 138 | AddressLine1Txt |
| City | MILLBROOK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12545 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,248,870 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | DUTCHESSLAND.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1985 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | THE ORGANIZATION IS DEDICATED TO PRESERVING THE SCENIC, AGRICULTURAL, AND ENVIRONMENTAL RESOURCES OF (CONTINUED) DUTCHESS COUNTY, NEW YORK, AND THE SURROUNDING AREA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 27 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 14 | TotalEmployeeCnt |
| Total Volunteers | 27 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,880,168 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,253,809 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $238,978 | PYInvestmentIncomeAmt |
| CY Investment Income | $479,805 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$131,945 | PYOtherRevenueAmt |
| CY Other Revenue | -$19,896 | CYOtherRevenueAmt |
| PY Total Revenue | $4,987,201 | PYTotalRevenueAmt |
| CY Total Revenue | $2,713,718 | 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 | $973,555 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $997,338 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $119,197 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,772,418 | PYOtherExpensesAmt |
| CY Other Expenses | $1,272,259 | CYOtherExpensesAmt |
| PY Total Expenses | $4,745,973 | PYTotalExpensesAmt |
| CY Total Expenses | $2,269,597 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $241,228 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $444,121 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,262,848 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,713,419 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $339,763 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $684,323 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,923,085 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $14,029,096 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | DUTCHESS LAND CONSERVANCY (DLC) IS DEDICATED TO PRESEVING THE SCENIC, AGRICULTURAL AND ENVIRONMENTAL RESOURCES OF DUTCHESS COUNTY, NEW YORK, AND THE SURROUNDING AREA. DLC, AS A PRIVATE NON-PROFIT LAND CONSERVATION ORGANIZATION, CARRIES OUT ITS MISSION PRIMARILY BY OBTAINING CONSERVATION EASEMENTS ON PRIVATELY HELD LAND AND MONITORING THESE EASEMENTS IN PERPETUITY. CONSERVATION EASEMENTS, ACQUIRED THROUGH EITHER DONATION OR PURCHASE, ARE LEGAL AGREEMENTS LIMITING FUTURE DEVELOPMENT IN ORDER TO PROTECT LAND FOR CONSERVATION PURPOSES. IN ADDITION, DLC PROVIDES PROFESSIONAL ASSISTANCE TO LANDOWNERS AND MUNICIPALITIES TO ENCOURAGE ENVIRONMENTALLY SOUND PLANNING, AND EDUCATES THE PUBLIC ON MATTERS OF LAND CONSERVATION AND STEWARDSHIP. IN 2009 THE ORGANIZATION WAS AWARDED ACCREDATION STATUS BY THE LAND TRUST ACCREDITATION COMMISSION, AN INDEPENDENT PROGRAM OF THE LAND TRUST ALLIANCE. IN 2014 AND 2020, THE ORGANIZATION RECEIVED ITS FIRST AND SECOND ACCREDITATION RENEWALS, RESPECTIVELY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,194,143 | ExpenseAmt |
| Desc | LAND CONSERVATION: IN 2020, THE ORGANIZATION WORKED WITH NUMEROUS LANDOWNERS ON CONSERVATION EASEMENTS COVERING MORE THAN 3,500 ACRES, AND SEVERAL CONSERVATION PLANNING PROJECTS, DEVELOPING RESOURCE MAPS, RESPONDING TO INQUIRIES ABOUT CONSERVATION EASEMENTS, AND VISITING PROPERTIES. IN 2020, SIX CONSERVATION EASEMENTS WERE FILED PROTECTING 770 ACRES WHICH BROUGHT THE ORGANIZATION'S TOTAL LAND PROTECTED TO APPROXIMATELY 43,700 ACRES. PURCHASE OF DEVELOPMENT RIGHTS - THE ORGANIZATION COMPLETED ONE PROJECT IN 2020 AND CONTINUED ITS WORK WITH SEVERAL FARMERS ON PDR PROJECTS IN MANY DUTCHESS COUNTY TOWNS. MUNICIPAL CONSERVATION AREAS - THROUGH THE ORGANIZATION'S MUNICIPAL CONSERVATION AREA ASSISTANCE PROGRAM, A PROGRAM TO HELP TOWNS ACQUIRE IMPORTANT RESOURCE LAND FOR PASSIVE PUBLIC USE, THE ORGANIZATION HAS LAND CONSERVATION (CONTINUED): RECEIVED A GRANT TO PURCHASE THE SEVEN WELLS PROPERTY TO ADD TO THE DOVER STONE CHURCH PRESERVE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $391,809 | ExpenseAmt |
| Desc | STEWARDSHIP: THE ORGANIZATION HAS NOW PROTECTED 43,700 ACRES STEWARDING 422 EASEMENTS. THE ORGANIZATION AERIALLY MONITORS ALL PROPERTIES ANNUALLY AND GROUND MONITORS ITS EASEMENTS ON A THREE-YEAR ROTATIONAL BASIS. IN 2020, THE ORGANIZATION AERIALLY MONITORED ALL CONSERVATION EASEMENTS AND COMPLETED 168 ON A 3-YEAR ROTATIONAL GROUND MONITORING SCHEDULE THROUGH STAFF. THE ORGANIZATION WORKED ON NUMEROUS STEWARDSHIP MATTERS FROM PRIOR APPROVAL REQUESTS AND LAND MANAGEMENT QUESTIONS TO RESOLVING EASEMENT ISSUES. IN 2020, THE ORGANIZATION AGAIN REGISTERED FOR TERRAFIRMA, THE CONSERVATION EASEMENT DEFENSE INSURANCE PROGRAM TO ENHANCE ITS ABILITY TO SUCCESSFULLY ENFORCE ITS EASEMENTS. EACH YEAR, THE ORGANIZATION ALSO WORKS TO UPDATE OLD BASELINE DOCUMENTATION FILES. STAFF STRIVE TO KEEP UP TO DATE ON INTERNET SERVICES SUCH AS STEWARDSHIP (CONTINUED): MICROSOFT'S MAPSLIVE.COM, GOOGLE EARTH, AND BING, WHICH PROVIDE VERY USEFUL ADDITIONAL SOURCES OF AERIAL PHOTOGRAPHY AND ACTIVELY LOOKING INTO SATELLITE IMAGERY AS A MONITORING TOOL. THE ORGANIZATION'S STEWARDSHIP RESPONSIBILITIES CONTINUE TO INCREASE EACH YEAR AS MORE AND MORE EASEMENTS ARE ACCEPTED. THE ORGANIZATION CONTINUES TO IMPROVE THE TRACKING OF EASEMENT PROTECTED PROPERTY SALES, COMMUNICATION WITH LANDOWNERS, AND MAINTAINING A "WATCH LIST" OF EASEMENT PROTECTED LAND ON THE MARKET TO CHECK FOR NEW OWNERSHIP. THROUGHOUT THE YEAR, THE STAFF FILES CRITICAL EASEMENT RELATED DOCUMENTS IN THE ORGANIZATION'S ARCHIVAL STORAGE UNIT IN AN OFF-SITE FACILITY TO ENSURE THE LONG-TERM SAFETY OF THE ORGANIZATION'S MOST VALUABLE DOCUMENTS. THE ORGANIZATION ALSO CONTINUED ITS COLLABORATION WITH COLUMBIA LAND CONSERVANCY (CLC) ON ITS FARMER LANDOWNER MATCH PROGRAM, THAT FACILITATES LEASE AGREEMENTS BETWEEN LANDOWNERS SEEKING TO HAVE THEIR LAND FARMED, AND FARMERS SEEKING LAND, AS A WAY TO KEEP LAND OPEN. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $307,401 | ExpenseAmt |
| Desc | EDUCATION: EDUCATING PEOPLE ABOUT CONSERVATION TOOLS IS AN INTEGRAL PART OF THE ORGANIZATION'S MISSION. THE ORGANIZATION'S STAFF REGULARLY TALK WITH MUNICIPALITIES, SCHOOL GROUPS, SERVICE AND BUSINESS ASSOCIATIONS, AND PRIVATE LANDOWNERS ABOUT THE IMPORTANCE OF LAND PRESERVATION, SOUND PLANNING, QUALITY GROWTH THAT PROTECTS IMPORTANT RESOURCES, LAND STEWARDSHIP AND WAYS TO KEEP FARMERS ON THE LAND. IN 2020, THE ORGANIZATION HOSTED AND PARTICIPATED IN 12 EDUCATION EVENTS, REACHING ALMOST 470 PEOPLE. THE ORGANIZATION COLLABORATED WITH THE DUTCHESS COUNTY CORNELL COOPERATIVE EXTENSION, DC SOIL & WATER CONSERVATION DISTRICT, THE CARY INSTITUTE OF ECOSYSTEM STUDIES, WETHERSFIELD FARM , MILLBROOK SCHOOL, AND OTHERS. STAFF AND BOARD MEMBERS ALSO PARTICIPATED IN AND ATTENDED NUMEROUS VIRTUAL EVENTS EDUCATION (CONTINUED): THROUGHOUT THE YEAR. STAFF AND BOARD MEMBERS VIRTUALLY ATTENDED THE NATIONAL LAND TRUST RALLY (CONFERENCE), ATTENDED THE NEW YORK LAND TRUST SYMPOSIUM, NUMEROUS SEMINARS, CLASSES AND WEBINARS TO INCREASE KNOWLEDGE, PARTICIPATED ON NUMEROUS COMMITTEES (STATE, REGIONAL, AND LOCAL) AND ATTENDED VARIOUS GATHERINGS TO PROMOTE AWARENESS OF THE ENVIRONMENT, LAND CONSERVATION, AND DLC'S WORK. DLC'S PRESIDENT CONTINUES TO SERVE ON THE LAND TRUST ALLIANCE NY ADVISORY BOARD. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,893,353 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | 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 | Yes (1) | 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 | 15 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 14 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| 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 | 27 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REBECCA THORNTON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8456773002 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4289 ROUTE 82 | AddressLine1Txt |
| City | MILLBROOK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12545 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| REBECCA SEAMAN | ||||||
| CHAIRMAN | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CHRISTOPHER L MANN | ||||||
| VICE CHAIRMAN | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| OLIVIA VAN MELLE KAMP | ||||||
| SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| NANCY N HATHAWAY | ||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JACK P BANNING JR | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| STEVEN BENARDETE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TIMOTHY M BONTECOU | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CANDACE BROWNING-PLATT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HANNAH BUCHAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SARAH LYONS CHASE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PETER COON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WOLCOTT DUNHAM | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LESLIE FARHANGI | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS FLEXNER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS W KEESEE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FERNANDA KELLOGG | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRAD KENDALL | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TIMOTHY MAYHEW | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS NEWBERRY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TERRY REGAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ERIC W ROBERTS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ERIC ROSENFELD | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID R STACK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID R TETOR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KATHLEEN C WEATHERS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FRED WHITRIDGE JR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROSS WILLIAMS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| REBECCA THORNTON | ||||||
| PRESIDENT | 40.00 | Yes (X) | $175,000 | $0 | $9,250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $175,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $9,250 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $279,224 | FundraisingAmt |
| Government Grants | $427,547 | GovernmentGrantsAmt |
| All Other Contributions | $1,547,038 | AllOtherContributionsAmt |
| Noncash Contributions | $13,241 | NoncashContributionsAmt |
| Total Contributions | $2,253,809 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $137,003 | TotalRevenueColumnAmt |
| Exclusion | $137,003 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,843,426 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,500,624 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $342,802 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $342,802 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $342,802 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $225 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $279,224 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $34,528 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$34,303 | TotalRevenueColumnAmt |
| Exclusion | -$34,303 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $14,407 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,407 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $14,407 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,713,718 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $357,209 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $102,700 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,000 | TotalAmt |
| Program Services | $150,500 | ProgramServicesAmt |
| Management And General | $12,250 | ManagementAndGeneralAmt |
| Fundraising | $12,250 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $664,970 | TotalAmt |
| Program Services | $513,708 | ProgramServicesAmt |
| Management And General | $84,995 | ManagementAndGeneralAmt |
| Fundraising | $66,267 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,150 | TotalAmt |
| Program Services | $20,120 | ProgramServicesAmt |
| Management And General | $2,766 | ManagementAndGeneralAmt |
| Fundraising | $2,264 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,814 | TotalAmt |
| Program Services | $61,777 | ProgramServicesAmt |
| Management And General | $3,866 | ManagementAndGeneralAmt |
| Fundraising | $6,171 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,404 | TotalAmt |
| Program Services | $47,317 | ProgramServicesAmt |
| Management And General | $7,253 | ManagementAndGeneralAmt |
| Fundraising | $5,834 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,312 | TotalAmt |
| Program Services | $30,220 | ProgramServicesAmt |
| Management And General | $3,092 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,791 | TotalAmt |
| Management And General | $17,791 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,017 | TotalAmt |
| Management And General | $56,017 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,130 | TotalAmt |
| Program Services | $117,380 | ProgramServicesAmt |
| Management And General | $2,639 | ManagementAndGeneralAmt |
| Fundraising | $2,111 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,641 | TotalAmt |
| Fundraising | $9,641 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,095 | TotalAmt |
| Program Services | $5,901 | ProgramServicesAmt |
| Management And General | $3,640 | ManagementAndGeneralAmt |
| Fundraising | $554 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,064 | TotalAmt |
| Program Services | $14,649 | ProgramServicesAmt |
| Management And General | $1,966 | ManagementAndGeneralAmt |
| Fundraising | $1,449 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,781 | TotalAmt |
| Program Services | $18,772 | ProgramServicesAmt |
| Management And General | $9,242 | ManagementAndGeneralAmt |
| Fundraising | $2,767 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,135 | TotalAmt |
| Program Services | $3,766 | ProgramServicesAmt |
| Management And General | $1,042 | ManagementAndGeneralAmt |
| Fundraising | $327 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,949 | TotalAmt |
| Program Services | $2,524 | ProgramServicesAmt |
| Management And General | $150 | ManagementAndGeneralAmt |
| Fundraising | $275 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,680 | TotalAmt |
| Program Services | $16,276 | ProgramServicesAmt |
| Management And General | $8,004 | ManagementAndGeneralAmt |
| Fundraising | $2,400 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,230 | TotalAmt |
| Program Services | $29,395 | ProgramServicesAmt |
| Management And General | $20,236 | ManagementAndGeneralAmt |
| Fundraising | $599 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PURCHASE OF DEVELOPMENT | $760,063 | $760,063 | ||
| EDUCATION PROGRAMS | $28,858 | $28,858 | ||
| DUES AND PUBLICATIONS | $19,986 | $15,789 | $3,782 | $415 |
| EQUIPMENT RENTAL, REPAI | $17,868 | $12,028 | $4,590 | $1,250 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,659 | TotalAmt |
| Program Services | $44,310 | ProgramServicesAmt |
| Management And General | $13,726 | ManagementAndGeneralAmt |
| Fundraising | $4,623 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,269,597 | TotalAmt |
| Program Services | $1,893,353 | ProgramServicesAmt |
| Management And General | $257,047 | ManagementAndGeneralAmt |
| Fundraising | $119,197 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,238,004 | BOYAmt |
| EOY | $1,509,394 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,296 | BOYAmt |
| EOY | $61,920 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,166 | BOYAmt |
| EOY | $2,016 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,807 | BOYAmt |
| EOY | $34,327 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,377,386 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $523,260 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $789,112 | BOYAmt |
| EOY | $854,126 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,865,240 | BOYAmt |
| EOY | $12,214,864 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,422,977 | BOYAmt |
| EOY | $25,474 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $806,246 | BOYAmt |
| EOY | $11,298 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,262,848 | BOYAmt |
| EOY | $14,713,419 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,691 | BOYAmt |
| EOY | $39,807 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $273,072 | BOYAmt |
| EOY | $94,516 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $550,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $339,763 | BOYAmt |
| EOY | $684,323 | 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 | $12,217,138 | BOYAmt |
| EOY | $9,722,516 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,705,947 | BOYAmt |
| EOY | $4,306,580 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,923,085 | BOYAmt |
| EOY | $14,029,096 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,262,848 | BOYAmt |
| EOY | $14,713,419 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $444,121 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,338,110 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,423,851 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,255,972 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,417,634 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,880,168 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,091,899 | CurrentTaxYearAmt |
| Total | $23,069,524 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $322,695 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $268,946 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $97,070 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $95,025 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $225 | CurrentTaxYearAmt |
| Total | $783,961 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,746,546 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,524,918 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,514,704 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,975,193 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,092,124 | CurrentTaxYearAmt |
| Total | $23,853,485 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $206,510 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $189,344 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $239,892 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $238,934 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $179,289 | CurrentTaxYearAmt |
| Total | $1,053,969 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $206,510 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $189,344 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $239,892 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $238,934 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $179,289 | CurrentTaxYearAmt |
| Total | $1,053,969 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $22,799,516 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $104,449 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $125,802 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $146,264 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $166,898 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $137,003 | CurrentTaxYearAmt |
| Total | $680,416 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $104,449 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $125,802 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $146,264 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $166,898 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $137,003 | CurrentTaxYearAmt |
| Total | $680,416 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,443 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $141,219 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$126,566 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$136,289 | CurrentTaxYearMinus1YearAmt |
| Total | -$76,193 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,293 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,261 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,030 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,429 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,407 | CurrentTaxYearAmt |
| Total | $57,420 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,912,731 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,801,200 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,542,432 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,015,231 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,243,534 | CurrentTaxYearAmt |
| Total | $24,515,128 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.93000 | PublicSupportCY509Pct |
| Public Support PY509 | 0.93100 | PublicSupportPY509Pct |
| Investment Income CY | 0.02780 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02690 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS INCOME - 2016 AMOUNT: $ 16,293. 2017 AMOUNT: $ 9,261. 2018 AMOUNT: $ 8,030. 2019 AMOUNT: $ 9,429. 2020 AMOUNT: $ 14,407. | ExplanationTxt |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | Yes (1) | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Total Lobbying Expenditures | $0 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION PARTICIPATES IN MINIMAL LOBBYING ACTIVITIES CONSISTING OF MAILINGS TO LEGISLATORS, ATTENDANCE AT LAND TRUST ALLIANCE/AMERICAN FARMLAND TRUST/FRIENDS OF NEW YORK ENVIRONMENT/ORGANIZED LOBBY DAYS, MEETINGS WITH REPRESENTATIVES TO EDUCATE THEM ABOUT THE ORGANIZATION'S WORK, AND PARTICIPATION IN PRESS CONFERENCES CONCERNING STATE GRANTS. OTHER EXPENSES CONSIST OF MILEAGE AND OTHER REIMBURSABLES TO THOSE WHO ATTEND THESE MEETINGS AND CONFERENCES. THE ORGANIZATION COMPLIES WITH ALL NEW YORK STATE AND FEDERAL LOBBYING LIMITS. | ExplanationTxt |
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 | 421 | TotalEasementsCnt |
| Total Acreage | 43506.00 | TotalAcreageCnt |
| Modified Easements | 1 | ModifiedEasementsCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 4957.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $386,473 | ExpensesIncurredEnforcementAmt |
| Section170h Rqr Stsfd | Yes (1) | Section170hRqrStsfdInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,440,362 | BeginningYearBalanceAmt |
| Contributions | $4,269,880 | ContributionsAmt |
| Investment Earnings Or Losses | $1,240,965 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $175,000 | OtherExpendituresAmt |
| End Year Balance | $10,776,207 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,468,642 | BeginningYearBalanceAmt |
| Contributions | $50,560 | ContributionsAmt |
| Investment Earnings Or Losses | $1,086,160 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $165,000 | OtherExpendituresAmt |
| End Year Balance | $5,440,362 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,834,069 | BeginningYearBalanceAmt |
| Contributions | $69,431 | ContributionsAmt |
| Investment Earnings Or Losses | -$222,505 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $212,353 | OtherExpendituresAmt |
| End Year Balance | $4,468,642 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,461,801 | BeginningYearBalanceAmt |
| Contributions | $106,540 | ContributionsAmt |
| Investment Earnings Or Losses | $697,410 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $431,682 | OtherExpendituresAmt |
| End Year Balance | $4,834,069 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,948,181 | BeginningYearBalanceAmt |
| Contributions | $105,650 | ContributionsAmt |
| Investment Earnings Or Losses | $443,813 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $35,843 | OtherExpendituresAmt |
| End Year Balance | $4,461,801 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.83000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.17000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $756,000 | OtherCostOrOtherBasisAmt |
| Book Value | $756,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $301 | DepreciationAmt |
| Book Value | $5,699 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $394,888 | OtherCostOrOtherBasisAmt |
| Depreciation | $394,888 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $220,498 | OtherCostOrOtherBasisAmt |
| Depreciation | $128,071 | DepreciationAmt |
| Book Value | $92,427 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $854,126 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 3: | EASEMENT: HATHAWAY 110.69 ACRES; LANDOWNER: NANCY HATHAWAY; AMENDMENT: THE AMENDMENT WAS RECORDED AT THE OFFICE OF DUTCHESS COUNTY CLERK AT DOCUMENT NO. 02-2020-4492 ON 11/5/2020 AND IS DESCRIBED BELOW. SUBSEQUENTLY, AFTER IT WAS FILED, IT WAS LEARNED THAT THE MAP ATTACHED TO DOCUMENT 02-2020-4492 WAS NOT CORRECTLY SCANNED BY THE COUNTY CLERK'S OFFICE; THUS, A CORRECTIVE AMENDMENT WAS FILED AT DOCUMENT NO. 02-2020-4586 ON 11/12/2020 TO CORRECT THE MAP. THE SOLE PURPOSE OF THE CORRECTIVE AMENDMENT AS FILED AT DOCUMENT 02-2020-4586 WAS TO ASSURE THAT THE MAP ATTACHMENT WAS SCANNED CORRECTLY BY THE COUNTY CLERK'S OFFICE. ORIGINAL EASEMENT: THE ORIGINAL GRANTORS OF THE EASEMENT WERE NANCY AND DAVID HATHAWAY. THE HATHAWAY EASEMENT WAS RECORDED IN THE OFFICE OF THE DUTCHESS COUNTY CLERK AT DOCUMENT NO. 02-1997-9593. MODIFICATION: THE EASEMENT MODIFICATION (A) RE-DESIGNATES 2.0 ACRES AS PRESERVATION AREA, REDUCING THE SIZE OF BUILDING ENVELOPE B FROM 6.5 TO 4.5 ACRES; (B) REPLACES EXHIBIT B, THE CONSERVATION EASEMENT MAP, TO PROVIDE CLARITY TO LABELING; (C) CLARIFIES THE PERMITTED SIZE OF THE THREE PERMITTED PRINCIPAL RESIDENCES AND TENANT/GUEST HOUSES; (D) REPLACES THE ORIGINAL LEGAL DESCRIPTION WITH REFERENCE TO A SURVEY MAP FILED WITH THE OFFICE OF THE DUTCHESS COUNTY CLERK; AND (E) ESTABLISHES CLEARER GUIDELINES FOR ALLOCATING RESERVED RIGHTS IN THE EVENT OF EXISTING RIGHT TO SUBDIVIDE THE PROPERTY IS EXERCISED. REASONS FOR MODIFICATIONS: THE PURPOSE OF THE AMENDMENT WAS TO INCREASE THE CONSERVATION VALUE OF THE EASEMENT BY ADDING LAND TO THE PRESERVATION AREA. COMMENTS: THE AMENDMENT IS CONSISTENT WITH THE CONSERVATION PURPOSES OF THE ORIGINAL EASEMENTS, DOES NOT RESULT IN A NET INCREASE IN THE RIGHTS HELD BY THE LANDOWNER, DOES NOT REDUCE THE AMOUNT OF LAND PROTECTED BY THE EASEMENT, AND CONFERS NO NET PRIVATE BENEFIT ON THE LANDOWNER. |
| PART II, LINE 5: | THE ORGANIZATION HAS THE FOLLOWING POLICIES/PROCEDURES IN PLACE AND APPROVED BY THE ORGANIZATION'S BOARD: THE ORGANIZATION'S CONSERVATION EASEMENT ENFORCEMENT PROCEDURE (UPDATED AND APPROVED IN 2020): THIS PROCEDURE DISCUSSES THE IMPORTANCE OF CONSERVATION EASEMENT ENFORCEMENT, PROCESS GUIDELINES, PREVENTION STRATEGIES, STEPS TO TAKE IN THE EVENT OF A VIOLATION FROM REMEDIATION TO LITIGATION. CONSERVATION EASEMENT ACQUISITION PROCEDURES AND CHECKLIST: THIS DOCUMENT OUTLINES THE PROCEDURE FOR EASEMENT ACQUISITION FROM A-Z INCLUDING THE ORGANIZATION'S OBLIGATION TO MONITOR EASEMENT PROTECTED PROPERTIES ANNUALLY. THE EASEMENT STEWARDSHIP FUND POLICY: THIS POLICY NOTES THE LEGAL OBLIGATION THE ORGANIZATION TAKES ON TO UPHOLD THE TERMS OF THE CONSERVATION EASEMENTS AND TO MONITOR, OVERSEE AND ENFORCE THEM. IT SPELLS OUT THE ORGANIZATION'S STEWARDSHIP ENDOWMENT REQUEST TO LANDOWNERS. THE ORGANIZATION'S STEWARDSHIP RECORDS MANAGEMENT PROCEDURE: THIS PROCEDURE SPELLS OUT ANNUAL MONITORING PROCEDURES AS WELL AS BASELINE DOCUMENTATION AND RECORD KEEPING. THESE POLICIES ARE NOT REFLECTED IN THE ORGANIZATION'S CURRENT CONSERVATION EASEMENTS. |
| PART II, LINE 9: | EXPENSES RELATED TO PURCHASED CONSERVATION EASEMENTS ARE RECORDED AS PURCHASE OF DEVELOPMENT RIGHTS. ANY OFFSETTING REVENUES ARE RECORDED AS PURCHASE OF DEVELOPMENT RIGHTS CONTRIBUTIONS OR LAND PROTECTION CONTRIBUTIONS. THE ORGANIZATION DOES NOT HOLD ANY CONSERVATION EASEMENTS ON ITS STATEMENT OF FINANCIAL CONDITION. CONSERVATION EASEMENTS DONATED TO THE ORGANIZATION HAVE NO MARKET VALUE IN THE HANDS OF THE ORGANIZATION AND THEREFORE ARE NOT CONSIDERED AS SUPPORT. DONATED EASEMENTS ARE CARRIED AT ZERO BOOK VALUE PRIMARILY BECAUSE A TYPICAL CONSERVATION EASEMENT PROVIDES THE ORGANIZATION WITH NO AFFIRMATIVE RIGHTS EXCEPT TO MONITOR AND ENFORCE THE EASEMENT AND THIS CONSTITUTES A BURDEN. COSTS INCURRED BY THE ORGANIZATION TO PURCHASE DEVELOPMENT RIGHTS ARE EXPENSED IN THE PERIOD INCURRED. |
| PART V, LINE 4: | DONOR RESTRICTED ENDOWMENT AS OF DECEMBER 31, 2020 CONSIST OF FUNDS CONTRIBUTED FOR THE LONG-TERM ADMINISTRATION OF CONSERVATION EASEMENTS. THE EARNINGS ON THESE FUNDS ARE SOLELY FOR THE PURPOSE OF COVERING THE COSTS OF STEWARDING EACH EASEMENT. DONOR RESTRICTED ENDOWMENT TOTALED $1,862,828 AT DECEMBER 31, 2020. NET ASSETS WITHOUT DONOR RESTRICTIONS AS OF DECEMBER 31, 2020 CONSIST OF FOUR BOARD DESIGNATED CATEGORIES. THE BOARD DESIGNATED AMOUNTS ARE FOR THE FOLLOWING PURPOSES: STEWARDSHIP FUND $2,789,892; LAND PROTECTION FUND $5,355,094; LAND EASEMENT ACQUISITION FUND $367,317; AND RESERVE FUND $401,076 FOR TOTAL BOARD DESIGNATED NET ASSETS OF $8,913,379. |
| PART X, LINE 2: | THE ORGANIZATION HAS EVALUATED ANY UNCERTAIN TAX POSITIONS AND RELATED INCOME TAX CONTINGENCIES AND DETERMINED UNCERTAIN POSITIONS, IF ANY, ARE NOT MATERIAL TO THE FINANCIAL STATEMENTS, ACCORDING TO FASB ASC 740-10. PENALTIES AND INTEREST ASSESSED BY INCOME TAXING AUTHORITIES ARE INCLUDED IN OPERATING EXPENSES, IF INCURRED. NONE OF THE ORGANIZATION'S RETURNS ARE CURRENTLY UNDER EXAMINATION. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | DRIVE-IN EVENT | Event1Nm |
| Gross Receipts Event1 | $157,176 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $156,951 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $225 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $12,940 | RentFacilityCostsEvent1Amt |
| Entertainment Event1 | $20,000 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $1,588 | OtherDirectExpensesEvent1Amt |
| Event2 | CELEBRATE THE OUTDOORS | Event2Nm |
| Gross Receipts Event2 | $122,273 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $122,273 | CharitableContriEvent2Amt |
| Gross Receipts Total | $279,449 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $279,224 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $225 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $12,940 | RentFcltyCostsTotalEventsAmt |
| Entertainment Total Events | $20,000 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,588 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $34,528 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$34,303 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | REBECCA THORNTON | PersonNm |
| Title | PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $175,000 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $5,250 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $4,000 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $184,250 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| OAKLEIGH B THORNE | |||
| FORMER DIRECTOR/RELATIVE | $1 | LEASES OFFICE SPACE FOR $1/YEAR | 0 |
| NANCY HATHAWAY | |||
| TREASURER | EASEMENT AMENDMENT | 0 | |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | COMPOSITION OF THE EXECUTIVE COMMITTEE: THE EXECUTIVE COMMITTEE IS COMPOSED OF ELEVEN MEMBERS OF THE ORGANIZATION'S BOARD OF DIRECTORS (CAN BE ANYWHERE FROM 4 TO 12 MEMBERS AND MUST BE BOARD MEMBERS PER THE ORGANIZATION'S BY LAWS). THIS COMMITTEE MEETS MONTHLY AND OVERSEES THE DAY TO DAY OPERATIONS OF THE ORGANIZATION AND MANAGES BOARD ISSUES BETWEEN BOARD MEETINGS AS APPROPRIATE. NOT LESS THAN FOUR MEMBERS CONSTITUTE A QUORUM. SCOPE OF EXECUTIVE COMMITTEE AUTHORITY: OUTLINED UNDER THE ORGANIZATION'S BY LAWS ADOPTED IN APRIL 2014 AND EFFECTIVE AS OF JULY 1, 2014. THE ORGANIZATION'S BOARD DELEGATED AUTHORITY TO THE EXECUTIVE COMMITTEE, BY RESOLUTION ADOPTED BY THE BOARD IN JULY 2008, AS AMENDED BY RESOLUTION, AND BY A DELEGATION OF TRANSACTION APPROVAL POLICY ADOPTED BY THE BOARD AND UPDATED AND RE-APPROVED IN JULY 2019. THE EXECUTIVE COMMITTEE HAS ALL OF THE AUTHORITY OF THE BOARD, EXCEPT AUTHORITY AS TO: (A) THE FILLING OF VACANCIES IN THE BOARD OR IN ANY COMMITTEE THEREOF; (B) THE FIXING OF COMPENSATION OF THE DIRECTORS FOR SERVING ON THE BOARD OR ANY COMMITTEE THEREOF; (C) THE AMENDMENT OR REPEAL OF THE BY-LAWS OR THE ADOPTION OF NEW BY-LAWS; OR (D) THE AMENDMENT OR REPEAL OF ANY RESOLUTION TO THE BOARD WHICH BY ITS TERMS SHALL NOT BE SO AMENDABLE OR REPEALABLE. THIS AUTHORITY IS LIMITED SO THAT, WITH RESPECT TO ANY LAND OR EASEMENT TRANSACTION, THE EXECUTIVE COMMITTEE IS ONLY AUTHORIZED TO: (A) REVIEW AND APPROVE CONSERVATION EASEMENTS BETWEEN REGULAR MEETINGS OF THE BOARD; (B) ACT ON LAND DEALS AS DELEGATED TO IT BY THE BOARD OF DIRECTORS; (C) ACT ON MINOR ITEMS BETWEEN REGULAR MEETINGS OF THE BOARD; AND (D) MEET IN SITUATIONS WHERE THE EXECUTIVE COMMITTEE CONCLUDES THAT IT IS NECESSARY OR DESIRABLE TO TAKE PROMPT ACTION WHERE IT IS IMPOSSIBLE OR IMPRACTICAL TO CALL A SPECIAL MEETING OF THE BOARD, AND TAKE WHATEVER ACTION IT DEEMS NECESSARY. ALL MAJOR ITEMS, ITEMS THAT ARE CONTROVERSIAL IN NATURE AND ALL CONSERVATION EASEMENT AMENDMENTS ARE DECIDED BY THE FULL BOARD. INFORMATION PERTAINING TO CONSERVATION EASEMENTS AND ALL OTHER ITEMS TO BE CONSIDERED BY THE EXECUTIVE COMMITTEE ARE SENT TO THE FULL BOARD PRIOR TO EACH EXECUTIVE COMMITTEE MEETING. SPECIFIC NOTICE IS GIVEN TO THE FULL BOARD WHENEVER POSSIBLE WHEN THE EXECUTIVE COMMITTEE IS CONSIDERING MAKING A FINAL DECISION ON BEHALF OF THE FULL BOARD. EXECUTIVE COMMITTEE MINUTES REFLECTING ITS DISCUSSION AND DECISIONS ARE CIRCULATED TO ALL BOARD MEMBERS PRIOR TO THE FOLLOWING FULL BOARD MEETING. A REPORT OF ANY ACTIONS SPECIFICALLY TAKEN BY THE EXECUTIVE COMMITTEE ON BEHALF OF THE BOARD ARE GIVEN AT EACH FULL MEETING OF THE BOARD. ALL DECISIONS MADE BY THE EXECUTIVE COMMITTEE ON BEHALF OF THE BOARD ARE PRESENTED TO THE FULL BOARD FOR RATIFICATION AT THE NEXT SUBSEQUENT MEETING. IN CASES WHERE TIME IS OF THE ESSENCE AND ITEMS UP FOR A DECISION BY THE EXECUTIVE COMMITTEE ARE CONTROVERSIAL, A SPECIAL MEETING OF THE BOARD IS CALLED TO DELIBERATE SUCH ISSUES. THE ORGANIZATION'S CONFLICT OF INTEREST POLICY APPLIES IN ALL CASES PERTAINING TO THE ORGANIZATION'S DELEGATION OF TRANSACTION APPROVAL POLICY. THE BOARD REVIEWS AND ASSESSES THE DELEGATION OF TRANSACTION APPROVAL POLICY AND ITS IMPLEMENTATION EVERY TWO YEARS AND MAKES MODIFICATIONS AS VOTED UPON BY THE FULL BOARD. |
| FORM 990, PART VI, SECTION A, LINE 2 | THE ORGANIZATION AND A LOCAL NON-PROFIT ORGANIZATION, THE CARY INSTITUTE OF ECOSYSTEM STUDIES (CIES), HAVE OVERLAPPING ORGANIZATION AND BOARD MEMBERS (OBM), BOARD FAMILY MEMBERS TIM BONTECOU (OBM) AND FRED WHITRIDGE'S (OBM) WIFE SERENA WHITRIDGE ALL SERVE ON THE BOARD OF CIES. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE ORGANIZATION'S AUDITORS PREPARE THE FORM 990 BASED ON THEIR AUDIT AND IT IS PRESENTED TO THE ORGANIZATION'S PRESIDENT, TREASURER, AND FINANCIAL MANAGER IN DRAFT FORM FOR REVIEW, WHO THEN ENSURE THAT THE AUDIT COMMITTEE HAS THE OPPORTUNITY TO REVIEW IT. FOLLOWING THEIR COMMENTS AND ANY APPROPRIATE REVISIONS AGREED TO AND MADE BY THE AUDITORS IT IS MADE AVAILABLE TO ALL BOARD MEMBERS TO REVIEW PRIOR TO FILING WITH THE IRS. ONCE FORM 990 IS FILED, IT IS INCLUDED ON THE ORGANIZATION'S WEBSITE VIA A DIRECT GUIDESTAR CONNECTION AS WELL AS IN THE ORGANIZATION'S BOARD MANUAL WHICH THE BOARD CAN REVIEW ON THE ORGANIZATION'S WEBSITE BY SPECIAL PASSWORD. ALTERNATIVELY, ALL BOARD MEMBERS MAY RECEIVE A PAPER COPY UPON REQUEST. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. THE ORGANIZATION UPDATED ITS CONFLICT OF INTEREST POLICY IN 2015 IN CONJUNCTION WITH THE NEW YORK STATE NON-PROFIT REVITALIZATION ACT. PERSONS COVERED UNDER THE CONFLICT OF INTEREST POLICY: COVERED PERSONS INCLUDE ANY INSIDER OF THE ORGANIZATION WHO IS ANY DIRECTOR, OFFICER, ADVISORY COMMITTEE MEMBER OR EMPLOYEE, OR ANY TRUSTEE OF THE LAND OR SUBSTANTIAL CONTRIBUTOR, PARTY RELATED TO THE ABOVE, VOLUNTEER WITH AN INVOLVEMENT IN POLICY OR STEWARDSHIP OF EASEMENTS, ANYONE WITH AN ABILITY TO INFLUENCE DECISIONS OF THE ORGANIZATION OR A PERSON WITH ACCESS TO INFORMATION NOT AVAILABLE TO THE GENERAL PUBLIC. THE LEVEL AT WHICH DETERMINATIONS OF WHETHER A CONFLICT EXISTS ARE MADE: ANY CONFLICT OR POSSIBLE APPEARANCE THEREOF IS FULLY DISCLOSED A) ANNUALLY IN WRITING; B) ORALLY AT BOARD, EXECUTIVE COMMITTEE AND OTHER SUCH ORGANIZATION MEETINGS AND RECORDED IN THE MINUTES; OR C) AT OTHER SUCH TIMES WHEN A CONFLICT MAY OCCUR. DISCLOSURE IS TO THE CHARIMAN OF THE AUDIT COMMITTEE (FOR ALL EMPLOYEES OTHER THAN THE PRESIDENT) AND THE ORGANIZATION'S PRESIDENT (FOR EMPLOYEES OTHER THAN THE PRESIDENT), OR TO BOTH. THE LEVEL AT WHICH ACTUAL CONFLICTS ARE REVIEWED: THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS ADMINISTERED BY THE ORGANIZATION'S BOARD AUDIT COMMITTEE, WHICH IS AUTHORIZED TO RECEIVE NOTIFICATIONS UNDER THIS POLICY AND INTERPRET THE PROVISIONS OF THE POLICY. RESTRICTIONS IMPOSED ON PERSONS WITH A CONFLICT: IN THE CASE OF CONFLICTS INVOLVING A DIRECTOR OR OFFICER, THE DIRECTOR OR OFFICER HAVING SUCH CONFLICT LEAVES THE ROOM IN WHICH DISCUSSION IS CARRIED ON AND REFRAINS FROM VOTING OR OTHERWISE ATTEMPTING TO INFLUENCE THE DECISION THEREON, AND IN SOME CASES MAY RESIGN IF REQUESTED BY THE BOARD. VIOLATIONS OF THE ORGANIZATION'S CONFLICT OF INTEREST POLICY MAY BE GROUNDS FOR DISMISSAL AS AN EMPLOYEE OR SEVERANCE FROM THE BOARD OF DIRECTORS, ADVISORY COMMITTEE OR AS A VOLUNTEER. THE ORGANIZATION HAS AN AGENDA ITEM NUMBER ONE FOR ALL BOARD OF DIRECTOR AND EXECUTIVE COMMITTEE MEETINGS THE FOLLOWING: 1) CONFLICTS OF INTEREST - OPPORTUNITY FOR BOARD MEMBERS TO DISCUSS POTENTIAL CONFLICTS OF INTEREST REGARDING ITEMS ON THE AGENDA. THIS SERVES AS A REMINDER TO BOARD MEMBERS (OR STAFF) TO DISCLOSE ANY POTENTIAL CONFLICT OF INTEREST AT THIS TIME. CONFLICTS OR POTENTIAL CONFLICTS ARE RECORDED IN THE ORGANIZATION'S MEETING MINUTES. THE ORGANIZATION CONTINUES ITS PROCEDURE REQUIRING AN ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENT TO BE FILED ANNUALLY WITH THE ORGANIZATION BY ALL BOARD MEMBERS AND STAFF. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION'S BOARD COMPENSATION COMMITTEE CONSISTS OF FOUR MEMBERS OF THE BOARD THAT 1) REVIEWS THE ORGANIZATION'S STAFF COMPENSATION PACKAGES; 2) ENSURES THE ORGANIZATION'S COMPENSATION PACKAGES ARE IN LINE WITH CURRENT MARKET BY RESEARCHING COMPARABLE COMPENSATION PACKAGES THROUGH A COMPETITIVE ANALYSIS AND COMPENSATION AND BENEFITS STUDY; 3) REVIEWS INFORMATION GATHERED BY COMMITTEE MEMBERS, STAFF AND/OR SPECIALISTS; AND 4) MAKES RECOMMENDATIONS TO THE ORGANIZATION'S EXECUTIVE COMMITTEE. THE COMMITTEE MEETS IN OCTOBER OR NOVEMBER OF EACH YEAR TO DETERMINE STAFF COMPENSATION FOR THE FOLLOWING FISCAL YEAR. USE OF COMPARABLE COMPENSATION DATA FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS: THE COMPENSATION COMMITTEE REVIEWS SALARY INFORMATION BY THE LAND TRUST ALLIANCE, STAFF BENEFIT SURVEYS OF SIMILAR CONSERVATION ORGANIZATIONS IN NEW YORK; COMPARABLE SALARY DATA FROM AVAILABLE FORM 990S AND OTHER INFORMATION FOR SIMILAR ORGANIZATIONS AND COMPARABLE POSITIONS AND TAKES INTO CONSIDERATION INFORMATION FROM THE U.S. BUREAU OF LABOR STATISTICS, NEW YORK COUNCIL OF NON PROFITS, GUIDESTAR, CHARITY NAVIGATOR, AND OTHER APPLICABLE INDEPENDENT SOURCES. THEY REVIEW ALL INFORMATION AND MAKE A RECOMMENDATION TO THE EXECUTIVE COMMITTEE, WHICH MAKES THE FINAL DECISION ON STAFF COMPENSATION PACKAGES. THE FULL BOARD OF DIRECTORS APPROVES THE PRESIDENT AND ALL KEY EMPLOYEE COMPENSATION AT A MEETING OF THE BOARD, AND APPROVES ALL OTHER STAFF COMPENSATION AS PART OF THE BUDGET APPROVAL. THE ORGANIZATION HAS A POLICY FOR BOARD APPROVAL OF COMPENSATION, WHICH SPELLS OUT THE ANNUAL PROCESS FOR DETERMINING COMPENSATION AND THE PROCESS FOR BOARD APPROVAL OF COMPENSATION FOR THE PRESIDENT AND ALL KEY EMPLOYEES ENSURING ADHERENCE TO ITS POLICY ON CONFLICTS OF INTEREST DURING ALL DELIBERATIONS AND DECISIONS. CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING WITH THE RESPECT TO DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT: THE COMPENSATION COMMITTEE, EXECUTIVE COMMITTEE, AND BOARD DELIBERATIONS ARE HELD IN EXECUTIVE SESSION. THE PRESIDENT PARTICIPATES IN DISCUSSION OF ALL STAFF EXCEPT HERSELF, AT WHICH TIME SHE LEAVES THE ROOM. THE PRESIDENT IS IN CHARGE OF KEEPING THE RECORDS OF STAFF COMPENSATION AND DECISIONS BY THE COMPENSATION COMMITTEE, EXECUTIVE COMMITTEE AND BOARD. THE CHAIRMAN OF THE COMPENSATION COMMITTEE IS IN CHARGE OF KEEPING THE RECORDS OF THE PRESIDENT'S AND KEY EMPLOYEE'S COMPENSATION AND DECISIONS BY THE COMPENSATION COMMITTEE, EXECUTIVE COMMITTEE, AND BOARD MEETINGS DURING EXECUTIVE SESSIONS WHEN THE PRESIDENT AND KEY EMPLOYEES ARE RECUSED FROM DELIBERATIONS AND VOTING ON HIS/HER COMPENSATION. THE RESPECTIVE MINUTES OF THESE MEETINGS ARE REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE, EXECUTIVE COMMITTEE, AND THE BOARD. |
| FORM 990, PART VI, SECTION C, LINE 18 | SEE DISCLOSURE FOR LINE 19. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE ON ITS WEBSITE AND ITS IRS FORM 990 AVAILABLE ON ITS WEBSITE THROUGH A DIRECT GUIDESTAR LINK. IT MAKES THESE AS WELL AS OTHER GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC BY REQUEST. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEELER LANE DEVELOPMENT CORPORATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 138 | AddressLine1Txt |
| City | MILLBROOK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12545 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300301951 | EIN |
| Primary Activities | RENTAL | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DUTCHESS LAND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | S | EntityTypeTxt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt | InvolvedInvolvedAmt |
|---|---|---|
| KEELER LANE DEVELOPMENT CORPORATION | ||
| N | N/A | |
| KEELER LANE DEVELOPMENT CORPORATION | ||
| O | N/A | |
| KEELER LANE DEVELOPMENT CORPORATION | ||
| S | FMV | $41,538 |
Comments