2020-11-10T11:46:08-06:00 2019-12-31 541149263 YOUNT HYDE & BARBOUR PC PO BOX 2560 WINCHESTER VA 226041760 990 2019-01-01 540935569 THE PIEDMONT ENVIRONMENTAL COUNCIL PIED 5403472334 45 HORNER STREET WARRENTON VA 20186 CHRISTOPHER G MILLER PRESIDENT 5403472334 2020-11-09 1 OLIVIA A HUTTON CPA P00964688 5406623417 2020-11-09 216.12.34.10 2020-11-09 14:58:22 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 A8B0F47056D4B90540EF1A1DDE659D37E972795C 2019 2021-01-29 14:40:06Z CHRISTOPHER G MILLER 45 HORNER STREET WARRENTON VA 20186 8695239 0 X WWW.PECVA.ORG X 1972 VA PROMOTING AND PROTECTING THE NATURAL RESOURCES, RURAL ECONOMY, HISTORY AND BEAUTY OF THE VIRGINIA PIEDMONT. 38 38 57 339 0 0 6126162 8201909 0 0 -154644 16840 232257 274809 6203775 8493558 606445 44336 0 0 3404068 3505704 0 0 574019 2162427 1758859 6172940 5308899 30835 3184659 9238918 10448271 2411059 391736 6827859 10056535 X PEC SAFEGUARDS THE LANDSCAPES, COMMUNITIES AND HERITAGE OF VIRGINIA'S PIEDMONT BY INVOLVING CITIZENS IN RELATED PUBLIC POLICY AND LAND CONSERVATION. 0 0 1311853 44008 CONSERVATION, STEWARDSHIP AND HABITAT-RESEARCH THE ECONOMICS OF RURAL LAND PRESERVATION, PROVIDE PUBLIC EDUCATION ON LAND CONSERVATION OPTIONS AND ACQUIRE AND PRESERVE VITAL PROPERTY; PROVIDE TECHNICAL ASSISTANCE TO LANDOWNERS ON NATIVE HABITAT LAND MANAGEMENT PRACTICES. PEC HAS HELPED LANDOWNERS PERMANENTLY PROTECT MORE THAN 394,000 ACRES OF RURAL OR NATURAL LAND. CONSERVATION EASEMENTS HELP ENSURE THAT THE VIRGINIA PIEDMONT IS ALWAYS CHARACTERIZED BY ITS OPEN SPACES, HEALTHY ENVIRONMENT AND CULTURAL RESOURCES. 767966 COUNTY ISSUES - ANALYZE COUNTY PLANNING PROPOSALS FOR ENVIRONMENTAL IMPACT AND DEVELOP SOUND CONSERVATION ALTERNATIVES. 684569 LAND USE AND POLICY - ANALYZE LOCAL, REGIONAL, STATE AND FEDERAL POLICIES THAT AFFECT VIRGINIA'S NORTHERN PIEDMONT AND PROVIDE PUBLIC EDUCATION. 1103803 328 FARMS AND FOOD - EDUCATE CONSUMERS AND INSTITUTIONS ABOUT LOCAL FOOD AND FARMS, AND CONNECT THEM WITH FRESH, HEALTHY LOCAL FOOD SOURCES THROUGH THE "BUY FRESH BUY LOCAL" PROGRAM. IN 2019 PEC PUBLISHED AND DISTRIBUTED BUY FRESH BUY LOCAL BUIDES TO EVERY HOME (250,000+) IN OUR NINE COUNTY REGION. PEC ALSO SUPPORTS EXPANDED OPPORTUNITIES FOR FARMERS THROUGH WORKSHOPS THAT CONNECT PIEDMONT LANDOWNERS AND FARMERS SEEKING FARMLAND TO LEASE OR PURCHASE, PARTICIPATION IN AND PROMOTION OF STATE AND NATIONAL NEW AND BEGINNING FARMER INITIATIVES, THE DEVELOPMENT OF A FARMER-CHEF EXPRESS ONLINE SERVICE TO CONNECT LOCAL FARMERS TO RETAILERS, THE MANAGEMENT OF DEMONSTRATION PROJECTS FOR INNOVATIVE PASTURE MANAGEMENT PRACTICES, AND LEASING PEC OWNED LAND TO LOCAL FARMERS FOR AGRICULTURAL USES.TRANSPORTATION AND GROWTH MANAGEMENT - PROMOTE ORDERLY ECONOMIC PROGRESS SENSITIVE TO CONSERVING RESOURCES; ANALYZE THE IMPACT OF PLANNED ROADWAYS IN ORDER TO PROMOTE ALTERNATIVES THAT MINIMIZE DAMAGE TO THE VIRGINIA PIEDMONT.OUTREACH AND EDUCATION - MANAGE THE PEC SUMMER FELLOWSHIP PROGRAM; EDUCATE LOCAL CITIZENS ON MISSION RELATED ISSUES THROUGH PRINT AND ONLINE MEDIA; ORGANIZE EVENTS ON LOCAL INFRASTRUCTURE AND GROWTH MANAGEMENT ISSUES, LOCAL FARMS AND FOOD, NATIVE HABITAT AND CULTURAL HISTORY OF PIEDMONT COMMUNITIES. 1103803 328 3868191 1 1 0 1 0 0 1 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 38 0 1 57 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 38 38 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 VA DC MD X X X DAVID FREDENBURGH 5403472334 45 HORNER STREET WARRENTON VA 20186 GEORGE OHRSTROM II CO-CHAIR 6.00 X X 0 0 0 JEAN PERIN CO-CHAIR 6.00 X X 0 0 0 MARK J OHRSTROM VICE CHAIR 2.00 X X 0 0 0 ALTON KEEL SECRETARY 3.00 X X 0 0 0 DAVID ALDRICH TREASURER 6.00 X X 0 0 0 MARY ABEL SMITH DIRECTOR 2.00 X 0 0 0 ROBERT BERNARD DIRECTOR 2.00 X 0 0 0 JOHN H BIRDSALL III DIRECTOR 2.00 X 0 0 0 JAMES COLLINS DIRECTOR 2.00 X 0 0 0 TANIA CUBITT DIRECTOR 2.00 X 0 0 0 JOHN H SNYDER DIRECTOR 2.00 X 0 0 0 HELEN DUBOIS DIRECTOR 2.00 X 0 0 0 ROY DYE DIRECTOR 2.00 X 0 0 0 CLEO GEWIRZ DIRECTOR 2.00 X 0 0 0 JOHN GRANO DIRECTOR 2.00 X 0 0 0 GEORGE GRAYSON DIRECTOR 2.00 X 0 0 0 SETH HEALD DIRECTOR 2.00 X 0 0 0 BRAD BONDI DIRECTOR 2.00 X 0 0 0 LINDA BOO INGRAM DIRECTOR 2.00 X 0 0 0 JAMES KLEEBLATT DIRECTOR 2.00 X 0 0 0 EUGENE GULAND DIRECTOR 2.00 X 0 0 0 JOHN MAGEE DIRECTOR 2.00 X 0 0 0 BONNIE MATTINGLY DIRECTOR 2.00 X 0 0 0 CHRISTOPHER L MCLEAN DIRECTOR 2.00 X 0 0 0 GEORGE OVERSTREET DIRECTOR 2.00 X 0 0 0 PATRICIA PRENTISS DIRECTOR 2.00 X 0 0 0 MARGARET M RICHARDSON DIRECTOR 2.00 X 0 0 0 MARIE RIDDER DIRECTOR 2.00 X 0 0 0 NORA SEILHEIMER DIRECTOR 2.00 X 0 0 0 PETER STOUDT DIRECTOR 2.00 X 0 0 0 SETH HEALD DIRECTOR 2.00 X 0 0 0 LYNN WILEY DIRECTOR 2.00 X 0 0 0 VIRGINIA DAWSON WILSON DIRECTOR 2.00 X 0 0 0 ELEANOR PORTER MORISON DIRECTOR 2.00 X 0 0 0 HAMILTON MOSES III DIRECTOR 2.00 X 0 0 0 CHRISTOPHER MILLER PRESIDENT 40.00 X 223834 0 11589 DAVID FREDENBURGH DIRECTOR OF FINANCE AND ADMIN 40.00 X 66984 0 249 JOHN MCCARTHY III SENIOR POLICY ADVISOR 40.00 X 103569 0 310 JAMES S SCHWARTZ EXECUTIVE DIRECTOR 40.00 X 105628 0 351 500015 0 12499 4 0 1 0 SHENANDOAH STREAM WORKS LLC 139 SLATE HILL RD WEYERS CAVE VA 24486 CONSTRUCTION 174031 WILLIAMS MULLEN PO BOX 800 RICHMOND VA 23218 LEGAL SERVICES 118051 2 12825 632634 183617 7372833 373764 8201909 13650 13650 2000 0 2000 2000 2000 113671 110481 3190 3190 3190 308827 12825 91200 217627 217627 OTHER REVENUE 900099 55182 55182 55182 8493558 0 0 291649 44336 44336 2941980 1958367 573681 409932 563724 375645 109707 78372 171340 152890 18450 30720 855 29865 141901 141901 443891 439042 4624 225 28337 22322 5017 998 264662 220004 27304 17354 57677 45505 7185 4987 195260 164774 17995 12491 78738 69370 6147 3221 80659 37029 23670 19960 13500 13500 140145 98700 24464 16981 37605 27449 5995 4161 OTHER EXPENSES 40314 32319 4348 3647 DUES AND SUBSCRIPTIONS 33110 24183 7237 1690 DONATIONS 1000 1000 5308899 3868191 866689 574019 1097565 489773 753430 140390 1826804 378749 56642 3941578 1019320 2828257 2922258 2354113 6839208 9238918 10448271 611059 239757 1800000 0 0 151979 2411059 391736 X 3096211 6456188 3731648 3600347 6827859 10056535 9238918 10448271 3184659 44017 0 X X 0 1 X 1 0 X 3738940 4254517 4361158 5939412 8201909 26495936 3738940 4254517 4361158 5939412 8201909 26495936 26495936 60010 62897 64013 62276 15650 264846 850 1150 5408 55182 62590 26823372 0.98780 0.98630 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2016 AMOUNT: $ 850. 2017 AMOUNT: $ 1,150. 2018 AMOUNT: $ 5,408. 2019 AMOUNT: $ 55,182. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3591 157078 160669 3707522 3868191 343410 85853 0 0 323133 329933 388989 343410 1385465 2078198 92870 114254 168428 160669 536221 80783 82483 97247 85853 346366 519549 14145 21667 27539 3591 66942 X X X X 65 10475.00 0 1 1 804.00 116622 76206 76206 3636767 927929 2708838 228605 91391 137214 2922258 RP LLC PROPERTY 2100000 LAND HELD FOR CONSERVANCY OVOKA FARM 224113 BERGER PROPERTY 30000 GILBERT'S CORNER 4400000 GORDONSVILLE 85095 6839208 PAYABLE TO THE PIEDMONT FOUNDATION 151979 151979 8493558 0 8493558 0 8493558 5308899 0 5308899 0 5308899 PART II, LINE 5 - MONITORING AND ENFORCEMENT POLICY PEC HAS WRITTEN LAND CONSERVATION POLICIES WHICH HAVE BEEN FORMALLY APPROVED AND ARE PERIODICALLY REVIEWED AND AMENDED AS NECESSARY BY THE PEC BOARD OF DIRECTORS. THESE POLICIES CLEARLY STATE THAT PEC WILL UNDERTAKE ANNUAL MONITORING OF ALL CONSERVATION EASEMENTS. IN 2019, PEC VISITED 59 OF 68 PROPERTIES FOR WHICH IT HOLDS AN EASEMENT. PEC'S POLICIES ON STEWARDSHIP REQUIRE THAT PEC EVALUATE AND ADDRESS THE STEWARDSHIP OBLIGATIONS OF EACH CONSERVATION EASEMENT IT ACCEPTS. PEC UNDERTAKES MONITORING OF ALL EASEMENTS IT HOLDS OR CO-HOLDS, AND WILL ENFORCE THE TERMS OF ITS CONSERVATION EASEMENTS, TAKING NECESSARY STEPS TO SEE THAT VIOLATIONS ARE REMEDIED. ALL EASEMENTS HELD BY PEC HAVE PROVISIONS WHICH ALLOW PEC TO MONITOR THE EASEMENTS AND ENFORCE THE RESTRICTIONS IN THE EASEMENT DOCUMENTS. PEC HAS, AS A RESULT OF FINDING EASEMENT VIOLATIONS DURING AN INSPECTION, COMMUNICATED WITH THE EASEMENT HOLDER AND AFTER FAILING TO ACHIEVE AN APPROPRIATE SOLUTION, RESORTED TO LEGAL ACTION TO ENFORCE THE TERMS OF THE EASEMENT. PART II, LINE 9 - ACCOUNTING FOR CONSERVATION EASEMENTS CONSERVATION EASEMENTS ARE INTANGIBLE ASSETS REPRESENTING RESTRICTIONS ON THE DEVELOPMENT OF REAL PROPERTY, CONVEYED BY A PROPERTY OWNER TO THE COUNCIL. THE COUNCIL OCCASIONALLY ACCEPTS AND HOLDS OR CO-HOLDS THESE EASEMENTS IN ORDER TO PROTECT THE OWNED PROPERTY IN PERPETUITY. CONSERVATION EASEMENTS, BY THEIR NATURE, HAVE NO MARKET VALUE, AS THEY CANNOT BE SOLD OR EXCHANGED FOR REMUNERATION. THUS, WHEN THE COUNCIL ACCEPTS AN EASEMENT, EITHER AS A SOLE HOLDER OR AS A CO-HOLDER, NO REVENUE OR EXPENSE IS RECORDED. THE COUNCIL HOLDS OR CO-HOLDS 68 CONSERVATION EASEMENTS TOTALING 9,178 ACRES AS OF DECEMBER 31, 2019. PIEDMONT BALL 321652 12825 308827 0 91200 321652 12825 308827 91200 91200 217627 1 RAPPAHANNOCK LEAGUE FOR ENVIRONMENTAL PROTECTION PO BOX 94 WASHINGTON VA 22747 237211547 501(C)(3) 7631 RLEP DARK SKIES PROGRAM RAPP FLOW PO BOX 132 SPERRYVILLE VA 22740 830435168 19994 PAVILLION, GREENHOUSE, LAB, STATION RAPPAHANNOCK COUNTY RECREATIONAL AUTHORITY 59 BUNKER HILL LN CASTLETON VA 22716 841932984 16383 BETTY AZALEA RANCH AND MONROE-CROCKER 3 PART I, LINE 2: GRANT REQUESTS ARE REVIEWED ON A CASE-BY-CASE BASIS TO ENSURE THE GRANT OBJECTIVES ARE CONSISTENT WITH OUR MISSION AND THE GRANT WILL BE EXPENDED IN A MANNER THAT WILL COMPLEMENT OUR GOALS. ANY MAJOR GRANT AWARDS REQUIRE REPORTS TO PEC ON HOW THE FUNDS WERE EXPENDED AND WHAT WAS ACCOMPLISHED. SPECIFIC PEC STAFF (WITH EXPERTISE IN THE AREA OF THE GRANT OBJECTIVES) ARE RESPONSIBLE FOR MONITORING MAJOR GRANTS. PEC'S BOARD OF DIRECTORS OR THE EXECUTIVE COMMITTEE APPROVE ANY MAJOR GRANTS AND THE PRESIDENT MAY APPROVE MINOR GRANTS. X X 0 0 0 0 0 0 0 0 0 CHRISTOPHER MILLER PRESIDENT 223834 0 0 0 0 929 11589 0 0 0 235423 929 0 0 X 23 386896 AVER HI/LOW ON DAY REC'D 0 1 1 PART I, LINE 32B: PART I, LINE 32B - THIRD PARTY USED TO PROCESS NONCASH CONTRIBUTIONS. STOCK DONATIONS ARE RECEIVED BY THE ORGANIZATION'S BANK AND IMMEDIATELY SOLD BY THE BANK (AN INDEPENDENT THIRD PARTY) WITH THE PROCEEDS DEPOSITED IN THE ORGANIZATION'S CHECKING ACCOUNT. FEE LANDS RECEIVED AS DONATIONS MAY BE PLACED IN EASEMENT AND SOLD TO CONSERVATION BUYERS, OFTEN WITH THE ASSISTANCE OF INDEPENDENT REAL ESTATE BROKERS. FORM 990, PART VI, SECTION A, LINE 2 RELATED PARTY INFORMATION AMONG OFFICERS MARK OHRSTROM GEORGE OHRSTROM VICE CHAIR CO-CHAIR BROTHERS FORM 990, PART VI, SECTION B, LINE 11B ORGANIZATION'S PROCESS TO REVIEW FORM 990 - THE FORM 990 IS PREPARED BY STAFF, MANAGEMENT, OR AN INDEPENDENT CPA, REVIEWED BY PEC'S PRESIDENT AND PEC'S FINANCE COMMITTEE. IT IS THEN REVIEWED BY THE EXECUTIVE COMMITTEE AND FINALLY MADE AVAILABLE TO THE BOARD FOR THEIR INPUT. FORM 990, PART VI, SECTION B, LINE 12C ENFORCEMENT OF CONFLICTS POLICY - NEW BOARD MEMBERS ATTEND A FULL DAY ORIENTATION WHERE THEY ARE FAMILIARIZED WITH PEC OPERATIONS, POLICIES AND PROCEDURES, INCLUDING THE CONFLICT OF INTEREST POLICY. ALSO, DURING THE RECRUITMENT OF BOARD MEMBERS, EACH CANDIDATE IS CAREFULLY VETTED FOR POTENTIAL CONFLICTS. THESE AND OTHER POLICIES ARE PERIODICALLY REVIEWED AT BOARD MEETINGS AND ANNUALLY, IN CONNECTION WITH A REQUEST TO BOARD MEMBERS THAT THEY REVIEW THE AUDIT, AUDITORS' REPORTS AND FORM 990 RETURN. FINALLY, OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE, ON AN ANNUAL BASIS, INTEREST THAT COULD GIVE RISE TO CONFLICTS. ANY POTENTIAL CONFLICTS ARE REVIEWED BY PEC'S PRESIDENT AND EXECUTIVE COMMITTEE AND, WHERE APPROPRIATE, DISCUSSED WITH THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 FORM 990, PART VI, LINE 15A - COMPENSATION PROCESS FOR TOP OFFICIAL: THE COMPENSATION OF THE PRESIDENT AND OTHER OFFICERS/ KEY EMPLOYEES IS DETERMINED BY THE BOARD'S EXECUTIVE COMMITTEE AND APPROVED BY THE BOARD AS PART OF THE BUDGETING PROCESS. THESE COMMITTEES REVIEW SALARY SURVEYS FOCUSING ON NON-PROFITS AND LAND CONSERVATION ORGANIZATIONS, AND APPROPRIATE FORM 990'S, IN ORDER TO DETERMINE APPROPRIATE SALARY LEVELS. FORM 990, PART VI, LINE 15B -COMPENSATION PROCESS FOR OFFICERS: THE COMPENSATION FOR KEY EMPLOYEES IS THE SAME AS THAT FOR TOP OFFICIALS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS DISCLOSURE EXPLANATION - THE PUBLIC, UPON REQUEST, WILL BE PROVIDED COPIES OF PEC'S FINANCIAL DOCUMENTS. THE ANNUAL REPORT, WHICH IS MAILED TO ALL DONORS AND OTHERS ON REQUEST, CONTAINS AN ABBREVIATED FINANCIAL STATEMENT AND INVITES ALL READERS TO CONTACT PEC'S ACCOUNTING OFFICE FOR ANY DOCUMENTS OR FINANCIAL REPORTS THAT ARE DISCUSSED IN THE FORM 990. AUDITED FINANCIAL STATEMENTS AND THE IRS FORM 990 ARE ALSO AVAILABLE ON PEC'S WEBSITE. PAGE 6 LINE 11A THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. THE PIEDMONT FOUNDATION 45 HORNER STREET WARRENTON VA 20186 541954368 SUPPORT VA 501(C)(3) LINE 12A, I N/A 0 0 1 1 0 1 0 0 0 0 0 0 1 0 1 0 0 1 0 0 PIEDMONT FOUNDATION-CONTRIBUTIONS C 632634 GAAP PIEDMONT FOUNDATION-EXPENSE REIMBUR E 151979 GAAP PIEDMONT FOUNDATION-MGT FEE Q 102000 GAAP