2020-09-01T13:14:23-07:00 2019-12-31 561688300 C DeWitt Foard & Co PA CPAs 817 E Morehead Street Ste 100 Charlotte NC 282022767 990 2019-01-01 581969605 Catawba Lands Conservancy CATA 7043423330 4530 Park Road Ste 420 Charlotte NC 28209 Charles B Landess Executive Dir. 2020-09-01 true Garrett Summers P02001620 7043721515 2019 2020-11-06 18:47:13Z Charles B Landess 2561127 false X www.catawbalands.org X 1991 NC As a nationally accredited land trust, we conserve and manage land for public benefit in North Carolinas Southern Piedmont. We have conserved 208 properties, totaling 16,596 acres of land. We are the lead agency for the Carolina Thread Trail. 23 23 26 645 0 5238127 1699171 723908 545345 170899 168287 87398 100043 6220332 2512846 0 0 1086522 1076369 0 204442 4604371 1071753 5690893 2148122 529439 364724 28437538 29422274 75024 299976 28362514 29122298 X As a nationally accredited land trust, we conserve and manage land for public benefit in North Carolinas Southern Piedmont. We have conserved 208 properties, totaling 16,596 acres of land. We are the lead agency for the Carolina Thread Trail. false false 759530 545345 Carolina Thread Trail Program (Thread Trail) is an initiative to develop a regional network of greenways, trails and blueways that reaches 15 counties and 2.3 million people. Thread Trail is a unique 15-county collaboration that will connect communities and conserved land through a network of conservation corridors and trails developed through locally designed plans. Carolina Thread Trail is a separate 501(c)(3) corporation that is a supporting organization of Foundation for the Carolinas. Under a Memorandum of Understanding with Foundation for the Carolinas, the Conservancy acts as the lead agency of the Thread Trail program and was reimbursed $545,345 during 2019 for related services.This long term project under the Conservancy's leadership will permanently protect this region's history, beauty, and diversity, while conserving local lands and providing a broad range of community benefits. Thread Trail will also link more than two million citizens with hundreds of miles of greenways and trails as well as access to rivers for paddling in North and South Carolina, connecting points of regional significance. There are multiple public benefits including economic development, conservation of land, enhancement of water quality, cleaner air, alternative transportation, and healthy recreation activities for all regional citizens, all of which translates to enhanced quality of life. Thread Trail will be freely accessible to everyone. At the end of 2019, there were 1,610 planned trail miles, of which, approximately 260 trail and 170 blueway miles are complete. 506616 Land Acquisition: Catawba Lands Conservancy (the Conservancy) protected four new properties in 2019, totaling 183.82 acres in three counties. The Conservancy works with willing landowners and communities to conserve land in perpetuity by placing voluntary conservation easements on land, accepting donations of land, and occasionally purchasing land. CLC serves a six-county region in North Carolina that includes: Catawba, Gaston, Iredell, Lincoln, Mecklenburg and Union counties. Our conservation efforts focus on four areas: local farms, wildlife/plant habitat, water quality and connecting people to nature. Additionally, many of our properties have important species and habitat that the state of North Carolina designated as Natural Heritage Areas. Further, some of the properties provide critical habitat for state or federally listed threatened or endangered plants or animals. 422080 Land Stewardship: The Conservancy intentionally stewards its conservation assets. Staff monitors activities on fee owned land through site visits. Current conditions are evaluated against the reference conditions established by the Baseline Documentation. Photographs are taken and a monitoring report is generated and archived or the site visit is documented on a site visit report. As part of perpetual due diligence, the Conservancy ensures the plant, wildlife, and other conservation values remain undisturbed and protected. Where appropriate on fee owned property, the Conservancy provides public access opportunities, including both blueways and hiking trails, independently and through Carolina Thread Trail.Facilities for public access include a canoe/kayak launch (Spencer Mt. River Access and Pharr Family Preserve access), the Adam Springs Portage Trail, and canoe/kayak take-out (R.Y. McAden Access); and natural surface or paved hiking trails at the South Fork Trail, South Fork Rail Trail, Long Creek Preserve, Seven Oaks Preserve, Pharr Family Preserve, Buffalo Creek Preserve, Sallys Y Preserve, Catawba Springs Preserve, Girl Scouts, and Eastover Ridge Preserve. The Conservancy also monitors conservation easements using the same protocols as fee owned land. On private property protected by conservation easements, the Conservancy works with willing land owners to further enhance the conservation values already protected. 138132 1826358 true true false false false false true false false false true true false true false false true false false false false false false false true false false false false false false false false false false false false false true true false false true false false false false true 20 0 true 26 true false false false false false true true false 0 false false false false false false false X 23 23 false false false false false false false true true false false true true true true true true true true false X X Robin Buckler Finance Dir 7043423330 4530 Park Road Ste 420 Charlotte NC 28209 Bart Landess Executive Dir. 50.00 0.00 X 134530 0 7317 Nathan Clark Finance Chair 3.00 0.00 X X 0 0 0 Steve Scruggs Board Member 2.00 0.00 X 0 0 0 Dan Clodfelter Board Member 2.00 0.00 X 0 0 0 Jonathan Mangels Vice Chair 3.00 0.00 X X 0 0 0 Laurie Smith Nom & Gov Chair 3.00 0.00 X X 0 0 0 Bill Carstarphen Board Member 2.00 0.00 X 0 0 0 Tom Gates Board Member 2.00 0.00 X 0 0 0 CT Anderson Board Member 2.00 0.00 X 0 0 0 Jarred Cochran Dev & Mem Chair 3.00 0.00 X X 0 0 0 John Culbertson Board Member 2.00 0.00 X 0 0 0 Jim Hovis Land Acq Chair 3.00 0.00 X X 0 0 0 Ralph Falls III CCIM Board Member 2.00 0.00 X 0 0 0 Compie Newman Board Member 2.00 0.00 X 0 0 0 Julianne McCollum Outreach & Edu 3.00 0.00 X X 0 0 0 John Mader Board Member 2.00 0.00 X 0 0 0 Kelly Katterhagen Chair 5.00 0.00 X X 0 0 0 Lud Hodges Board Member 2.00 0.00 X 0 0 0 Len Botkin Board Member 2.00 0.00 X 0 0 0 Bill Mumford Board Member 2.00 0.00 X 0 0 0 Nancy Paschall Board Member 2.00 0.00 X 0 0 0 Tommy Lee Land Stew Chair 3.00 0.00 X X 0 0 0 Scott Phillips Board Member 2.00 0.00 X 0 0 0 William Blair Board Member 2.00 0.00 X 0 0 0 134530 7317 1 false false false 0 106814 295418 1296939 496840 1699171 Carolina Thread Trail 545345 545345 545345 76850 76850 0 0 11560 11560 11560 11560 91437 91437 91437 91437 72213 106814 48281 23932 0 3739 3739 3739 Other 60812 60812 60812 2512846 709154 80589 0 0 0 0 187326 142346 18460 26520 0 889043 727451 62801 98791 0 0 0 0 0 0 0 0 0 147349 137075 10274 159154 113403 45751 105877 79851 12428 13598 15528 9798 1005 4725 0 83621 67711 7267 8643 23364 22504 860 0 0 0 0 79555 74155 2600 2800 25219 21822 2247 1150 Easements written off 344087 344087 Trail and land costs 77260 77260 Training 10739 8895 240 1604 0 2148122 1826358 117322 204442 998228 1209492 816136 781241 213528 41462 0 0 0 0 0 8901 6589 988884 451768 616670 537116 0 2689582 3328612 486847 486847 0 22607646 23030915 28437538 29422274 65949 54188 241250 9075 4538 75024 299976 X 26497015 27300783 1865499 1821515 28362514 29122298 28437538 29422274 364724 395060 X false true X true false X 3116545 4238183 4678649 5962035 1701171 19696583 9228 14859 38136 52464 68312 182999 0 0 0 3125773 4253042 4716785 6014499 1769483 19879582 55681 64155 52089 57671 63242 292838 0 55681 64155 52089 57671 63242 292838 19586744 43237 46343 55361 73370 76850 295161 0 43237 46343 55361 73370 76850 295161 0 7349 5700 7200 7100 7800 35149 3176359 4305085 4779346 6094969 1854133 20209892 0.96920 0.97450 0.01460 0.01170 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 122 10 1 true 19 337664 false 68746 15277 53469 144725 90815 53910 775413 345676 429737 537116 3328612 Land protected in perpetuity 23030915 23030915 2909906 395060 2000 397060 2512846 2512846 2150122 2000 2000 2148122 2148122 Part II, Line 5: Summarized Policy The land stewardship staff inspects each property encumbered by a conservationeasement or similar instrument to ensure compliance with the provisions in the easement document. Staff assesses current conditions and compares findings to thosedocumented by the Baseline Documentation Report. Staff evaluates the status ofreserved rights which may have been exercised since the last site visit. Staff assesses impacts to the conservation values associated with changes in land use onthe easement property and adjacent properties, notes potential trespass issues andsafety hazards, and makes observations on the condition of the boundary. The staff makes additions to the species list (flora and fauna), documentsnew findings and communicates with the appropriate government entity. Specialattention is given to the evaluation of plant or animal species that may be state orfederally listed (endangered, threatened, species of concern, etc.). Staff evaluatesconditions in Natural Heritage Areas and inspects significant historical and/orcultural features conserved by the conservation easement. Post monitoring, anarchival quality report is generated by the staff and includes written observationsand photographs as appropriate. Copies of the report are stored on and off site perConservancy policy. Part II, Line 9: Organization Reporting of conservation easements. Conservation easements received as a gift are recorded at the estimated difference in the market value of the associated property before and after the imposition of the easement. At that time, the Conservancy also records a like amount as an expensesince conservation easements have no future economic benefit to the Conservancy.Donated conservation easements amounted to $52,940 and $2,078,000 for the yearsended December 31, 2019 and 2018, respectively. false POP Up Picnic 107798 82385 25413 25870 Clays for Conservation 71229 24429 46800 22411 179027 106814 72213 48281 48281 23932 Lat Purser Board member 75651 Rent false Julianne McCollum Board Member 9713 Newsletter & website false Schedule L, Part V Supplemental Information During 2019 the Conservancy paid Yellow Duck Marketing $5,063 for the Conservancys newsletter preparation and website design and $4,650 for the Thread Trails newsletter preparation. Julianne McCollum, a Conservancy Board Member, is the managing director of Yellow Duck Marketing. Additionally, the Conservancy paid $75,651 in rents to entities affiliated with Lat Purser, a former board of director whose term expired December 31, 2017. Also, the Conservancy holds a majority of their investments at a board members investment company, however no investment fees were charged during the year. X 4 496840 Appraisal 2 false true false Form 990, Part III, Line 4d: Other Program Services Description OTHER PROGRAM SERVICES 4: Other - Other program expenses relate primarily to community education, outreach, and public programming. Form 990, Part VI, Line 11b: Form 990 Review Process Review of the Form 990 is conducted by the Executive Director, the Finance Director and the Finance Committee. It is reviewed before filing. Prior to filing, a copy of the Form 990 is available to each Board member. Questions and suggestions are an integral part of the review. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts Each Board member is required to sign a conflict of interest statement prior to joining the Board of Directors. Upon knowledge of a transaction involving a conflict, the details are fully disclosed to the Chairman of the Board and the member with a conflict will not participate in discussions or voting. Board members verify that there is no conflict of interest annually. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management Compensation of the Executive Director is determined by the Executive Committee. Independent surveys are obtained that are used to compare the average salary for all positions, including the Executive Director. This documentation is available and reviewed annually as deemed necessary by the Executive Committee. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available CLC's governing documents, minutes of Board meetings and committee meetings, and conflict of interest policy are kept in binders at our office. CLC's financial statements, audits and Forms 990 are on the website. Property and Easements Acquired for Preservation The Conservancy may acquire certain property and/or conservation easements throughpurchases as well as through donor contributions. Donors generally contribute fee title to property or conservation easements. Conservation easements are legalagreements in which the landowner gives up some of the rights to their land, such asdevelopment, but retains ownership and management of the property. The conservationeasements are permanent and run with the land and are binding upon successive owners. Contributions are recorded at the estimated fair market value of the property or easement taking into consideration the fact that the land's use may be severely limited based on the parties' intent to preserve the property in its undeveloped state. Based on these facts, the values of easements shown in the accompanying Statement of Activities are based on independent appraisal or management estimates, if an appraisal is not available. Hickory Grove LLC 4530 Park Road Ste 420 Charlotte NC 28209 464669695 Rental house NC 7800 72324 N/A false false false false false false false false false false false false false false false false false false false