2019-11-15T10:08:52-06:00 2018-12-31 411431613 BERGANKDV LTD 1441 29TH STREET STE 305 WEST DES MOINES IA 50266 990 2018-01-01 270110952 WHITEROCK CONSERVANCY WHIT 7127908221 1436 HIGHWAY 141 COON RAPIDS IA 50058 DANIEL GUDAHL EXECUTIVE DIRECTOR 7127908221 2019-11-14 1 TELFORD A LODDEN P00075132 5152237300 2019-11-14 38.87.33.4 2019-11-14 14:41:55 CS P 0796FCE7583AE90769CEF6CA2A629B61E6D445D2 0796FCE7583AE90769CEF6CA2A629B61E6D445D2 2018 2020-03-31 21:24:44Z DANIEL GUDAHL 1436 HIGHWAY 141 COON RAPIDS IA 50058 2083392 0 X WWW.WHITEROCKCONSERVANCY.ORG X 2004 IA WHITEROCK CONSERVANCY IS A 5,500 ACRE NON-PROFIT LAND TRUST THAT BALANCES SUSTAINABLE AGRICULTURE, NATURAL RESOURCE PROTECTION AND PUBLIC RECREATION ON THE LANDSCAPE. WHITEROCK CONSERVANCY WORKS FOR A RESILIENT FUTURE BY HELPING LAND FLOURISH AND TRANSFORMING PEOPLE'S RELATIONSHIP TO AGRICULTURE AND NATURE.WHITEROCK CONSERVANCY ASSISTS AND SUPPORTS THE IOWA DEPARTMENT OF NATURAL RESOURCES, THE LEOPOLD CENTER FOR SUSTAINABLE AGRICULTURE AND THE IOWA NATURAL HERITAGE FOUNDATION (THE SUPPORTED ORGANIZATIONS) IN CARRYING OUT THEIR PURPOSES RELATING TO LAND PRESERVATION, LAND RESTORATION, CONSERVATION, SUSTAINABLE AGRICULTURE, EDUCATION AND RECREATION. 12 12 26 83 0 0 438308 1207290 617079 618986 105065 52147 12054 7719 1172506 1886142 0 0 0 0 486977 505094 0 0 157630 753805 813676 1240782 1318770 -68276 567372 18633440 19141604 470171 562037 18163269 18579567 X WHITEROCK CONSERVANCY IS A 5,500 ACRE NON-PROFIT LAND TRUST THAT BALANCES SUSTAINABLE AGRICULTURE, NATURAL RESOURCE PROTECTION AND PUBLIC RECREATION ON THE LANDSCAPE. WHITEROCK CONSERVANCY WORKS FOR A RESILIENT FUTURE BY HELPING LAND FLOURISH AND TRANSFORMING PEOPLE'S RELATIONSHIP TO AGRICULTURE AND NATURE.WHITEROCK CONSERVANCY ASSISTS AND SUPPORTS THE IOWA DEPARTMENT OF NATURAL RESOURCES, THE LEOPOLD CENTER FOR SUSTAINABLE AGRICULTURE AND THE IOWA NATURAL HERITAGE FOUNDATION (THE SUPPORTED ORGANIZATIONS) IN CARRYING OUT THEIR PURPOSES RELATING TO LAND PRESERVATION, LAND RESTORATION, CONSERVATION, SUSTAINABLE AGRICULTURE, EDUCATION AND RECREATION. 0 0 580735 503912 LAND STEWARDSHIP AND CONSERVATION PROGRAM: WHITEROCK CONSERVANCY IS DEDICATED TO PROTECTING, RESTORING AND ENHANCING THE NATURAL RESOURCES OF THE MIDDLE RACCOON RIVER VALLEY BY: 1) PURSUING A LAND STEWARDSHIP AND CONSERVATION PROGRAM THAT DEMONSTRATES INNOVATIVE ECOLOGICAL RESTORATION AND STERWARDSHIP TECHNIQUES ON WHITEROCK CONSERVANCY'S 1,261 ACRES OF PRAIRIE, 1,164 ACRES OF SAVANNA/TIMBER, AND 136 ACRES OF WETLANDS; AND 2) WORKING WITH NEIGHBORS, PROJECT PARTNERS, AND OTHER RURAL LANDOWNERS TO DEVELOP, IMPLEMENT, DEMONSTRATE ECONOMICALLY VIABLE AND ECOLOGICALLY SUSTAINABLE AGRICULTURE PRACTICES ON WHITEROCK CONSERVANCY'S 690 ACRES OF CROP LAND AND 684 ACRES OF PASTURE. 390372 115074 OUTDOOR RECREATION AND ENVIRONMENTAL EDUCATION: A GOAL OF WHITEROCK CONSERVANCY IS TO PROVIDE THE PUBLIC WITH OPPORTUNITIES TO ACCESS AND ENGAGE WITH THE OUTDOORS FOR RECREATION, RENEWAL, AND EDUCATION TO INCREASE APPRECIATION OF THE CULTURAL, NATURAL AND SCENIC RESOURCES OF RURAL IOWA. THIS GOAL IS ACCOMPLISHED THROUGH THE OPERATION OF WHITEROCK GUEST SERVICES, DESIGNED TO FACILITATE ACCESS AND ENGAGEMENT BY PROVIDING VARIOUS OVERNIGHT ACCOMODATIONS AND A RANGE OF PROGRAMS AND EVENTS FROM GUIDED TOURS, NATURE WALKS, FISHING, BOATING, BIRD WATCHING, ETC., ALONG WITH RECREATIONAL EQUIPMENT RENTALS. WHITEROCK GUEST SERVICES OPERATES AS A FEE FOR SERVICE PROGRAM; HOWEVER, MANY ACTIVITIES ARE AVAILABLE AT NO CHARGE. FUNDS RAISED HAVE BEEN USED FOR CONSTRUCTION AND MAINTENANCE OF RECREATIONAL TRAILS THROUGHOUT WHITEROCK CONSERVANCY'S LAND AND ON 1,400 ACRES OF LAND OWNED BY THE GARST FAMILY, ON WHICH A TRAIL COORIDOR EASEMENT HAS BEEN SECURED. 7719 7719 971107 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 21 0 26 1 0 0 0 0 0 0 0 0 0 0 X 12 12 1 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X X DANIEL GUDAHL 7127908221 1436 HIGHWAY 141 COON RAPIDS IA 50058 DUANE SAND PRESIDENT 2.00 X X 0 0 0 SARAH GARST SECRETARY 2.00 X X 0 0 0 ELIZABETH GARST DIRECTOR 5.00 X 0 0 0 FRED KIRSCHENMANN DIRECTOR 2.00 25.00 X 0 80397 22109 ROBERT RILEY DIRECTOR 2.00 X 0 0 0 JENNIFER GARST DIRECTOR 2.00 X 0 0 0 TODD COFFELT DIRECTOR 2.00 50.00 X 0 113342 30433 RYAN HANSER DIRECTOR 2.00 X 0 0 0 CHRIS EDDY VICE PRESIDENT 2.00 X X 0 0 0 ELAINE APPLEBY DIRECTOR 2.00 X 0 0 0 BUTCH NIEBUHR DIRECTOR 2.00 X 0 0 0 NATE REAGAN DIRECTOR 2.00 X 0 0 0 DAN GUDAHL EXECUTIVE DIRECTOR 40.00 X 77077 0 0 77077 193739 52542 0 0 0 0 CORNERSTONE COMMERCIAL CONTRACTORS 401 7TH STREET CORNING IA 50841 CONSTRUCTION 180657 1 66317 1140973 683406 1207290 LAND STEWARDSHIP & CON 900099 503912 503912 OUTDOOR RECREATION & E 900099 115074 115074 618986 32513 32513 215584 1300 195322 1928 20262 -628 19634 19634 MISCELLANEOUS 900099 7719 7719 7719 1886142 626705 0 52147 77077 46246 30831 367227 259412 40871 66944 20626 16917 209 3500 40164 24539 7771 7854 7247 5705 1542 20825 20825 33142 772 1477 30893 5385 59 1292 4034 39398 30135 8034 1229 20024 16468 3556 13689 616 13073 278009 270327 6523 1159 56006 40723 10045 5238 SUPPLIES & MATERIALS 171781 154190 17244 347 PROPERTY TAXES 70011 70011 OUTSIDE SERVICES 40017 39867 150 REPAIRS AND MAINTENANCE 31862 31650 212 26280 9716 10963 5601 1318770 971107 190033 157630 63730 9212 233057 137474 16428 26419 64966 66739 39607 60479 18653659 1827682 16044982 16825977 1603782 1462137 566888 553167 18633440 19141604 89202 91862 279019 373997 101950 96178 470171 562037 X 16077978 16736411 780390 538255 1304901 1304901 18163269 18579567 18633440 19141604 X 567372 -160970 13887 -3991 X 1 X 0 1 0 X X X 3 IOWA DEPARTMENT OF NATURAL RESOURCES 426004572 6 1 0 0 IOWA NATURAL HERITAGE FOUNDATION 421127544 7 1 0 0 LEOPOLD CENTER FOR SUSTAINABLE AGRICULTURE 426004224 6 1 0 0 3 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART IV, SECTION B, LINE 1 THE "SUPPORTED ORGANIZATIONS" DIRECTORS DO NOT HAVE THE POWER TO REGULARLY APPOINT OR ELECT ANY OF THE WHITEROCK CONSERVANCY DIRECTORS. HOWEVER, WHEN THERE IS A VACANCY FOR A CLASS A DIRECTOR AND THE EXISTING CLASS A DIRECTORS DESIGNATE A SUCCESSOR CLASS A DIRECTOR, THE SELECTED INDIVIDUAL IS SUBJECT TO THE RIGHT OF ANY OF THE THREE "SUPPORTED ORGANIZATIONS" TO VETO THE DESIGNEE. IN ADDITION, ANY OF THE THREE "SUPPORTED ORGANIZATIONS" HAVE THE RIGHT TO REMOVE ANY CLASS A DIRECTOR. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1843854 -105020 85270 11299 1642265 1577991 102901 255758 78747 14049 1843854 1551535 114430 79068 8906 1577991 1647891 2000 -8866 11948 1551535 1634311 98629 73438 11611 1647891 0.13900 0.06700 0.79400 0 0 13352868 13352868 1985543 472481 1513062 716303 396636 319667 2598945 958565 1640380 16825977 CUSTOMER DEPOSITS & GIFT CERTIFICATES PAYABLE 6140 PAYROLL AND SALES TAXES PAYABLE 8416 BENEFICIARY USE OF LIFE INTEREST OF RESIDENCE 81622 96178 1735068 -160970 13887 -3991 -151074 1886142 0 1886142 1318770 0 1318770 0 1318770 PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF RESIDENCE SUBJECT TO LIFE INTEREST CHANGE IN VALUE OF BENEFICIAL INTEREST PART V, LINE 4 THE NET EARNINGS OF THE ENDOWMENT FUND ARE AVAILABLE TO BE USED TO SUPPORT THE LAND STEWARDSHIP/CONSERVATION AND OUTDOOR RECREATION/ENVIRONMENTAL EDUCATION PROGRAM SERVICES OF THE ORGANIZATION. X 2 22500 MARKET VALUE X 2 56962 MARKET VALUE X 1 560000 APPRAISAL X FURNISHINGS 3 29813 MARKET VALUE - COMPA X SUPPLIES 25 14131 APPROXIMATE ACTUAL C 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 ELIZABETH GARST JENNIFER & SARAH GARST B DIRECTOR B DIRECTOR SISTER, BUSINESS PARTNER ELIZABETH GARST BOB RILEY B DIRECTOR A DIRECTOR SERVES ON HIS BOARD OF DIRECTORS SARAH GARST ELIZABETH & JENNIFER GARST B DIRECTOR B DIRECTOR SISTER, BUSINESS PARTNER JENNIFER GARST ELIZABETH & SARAH GARST B DIRECTOR B DIRECTOR SISTER, BUSINESS PARTNER FORM 990, PART VI, SECTION A, LINE 7A EACH CLASS A DIRECTOR SERVES FOR A TERM OF THREE YEARS. THE TERMS OF THE CLASS A DIRECTORS ARE STAGGERED SO THAT THE TERMS OF TWO CLASS A DIRECTORS EXPIRE EACH YEAR. WHEN THERE IS A VACANCY FOR A CLASS A DIRECTOR, THE EXISTING CLASS A DIRECTORS DESIGNATE A SUCCESSOR CLASS A DIRECTOR, SUBJECT TO THE RIGHT OF THE "SUPPORTED ORGANIZATIONS" TO VETO ANY DESIGNEE. IN ADDITION, THE "SUPPORTED ORGANIZATIONS" HAVE THE RIGHT TO REMOVE ANY CLASS A DIRECTOR. EACH CLASS B DIRECTOR SERVES FOR A TERM OF THREE YEARS. THE TERMS OF THE CLASS B DIRECTORS ARE STAGGERED SO THAT THE TERM OF ONE CLASS B DIRECTOR EXPIRES EACH YEAR. WHEN THERE IS A VACANCY FOR A CLASS B DIRECTOR, THE EXISTING CLASS B DIRECTORS DESIGNATE A SUCCESSOR CLASS B DIRECTOR, SUBJECT TO THE RIGHT OF THE "GARST FAMILY ADVISORY COMMITTEE" (AS DEFINED IN THE BYLAWS OF WHITEROCK CONSERVANCY) TO VETO ANY DESIGNEE. IN ADDITION, THE "GARST FAMILY ADVISORY COMMITTEE" HAS THE RIGHT TO REMOVE ANY CLASS B DIRECTOR. THE "GARST FAMILY ADVISORY COMMITTEE" HAS THE RIGHT TO VETO ANY SUCCESSOR CLASS B DESIGNEE. IN ADDITION, THE "GARST FAMILY ADVISORY COMMITTEE" HAS THE RIGHT TO REMOVE ANY CLASS B DIRECTOR FROM THE BOARD. FORM 990, PART VI, SECTION A, LINE 7B AS NOTED IN THE RESPONSE TO PART VI LINE 7A, THE "SUPPORTED ORGANIZATIONS" OF WHITEROCK CONSERVANCY HAVE THE RIGHT TO VETO ANY SUCCESSOR CLASS A DESIGNEE. IN ADDITION, THE "SUPPORTED ORGANIZATIONS" HAVE THE RIGHT TO REMOVE ANY CLASS A DIRECTOR FROM THE BOARD. THE "GARST FAMILY ADVISORY COMMITTEE" HAS THE RIGHT TO VETO ANY SUCCESSOR CLASS B DESIGNEE. IN ADDITION, THE "GARST FAMILY ADVISORY COMMITTEE" HAS THE RIGHT TO REMOVE ANY CLASS B DIRECTOR FROM THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B ALL ASPECTS OF THE RETURN WERE CAREFULLY REVIEWED BY THE FINANCE COMMITTEE. ALL PROPOSED CHANGES WERE INCORPORATED IN THE RETURN. ALL BOARD MEMBERS WERE PROVIDED A DRAFT OF THE 990 RETURN. BOARD MEMBERS WERE GIVEN THE OPPORTUNITY TO EXAMINE THE ENTIRE RETURN BEFORE. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD PERFORMS A REVIEW OF THE POLICY AND THE POLICY ADHERENCE AT THEIR ANNUAL MEETING EACH MARCH. THE EXECUTIVE DIRECTOR ALSO REVIEWS EACH BOARD MEMBER'S SIGNED "ANNUAL STATEMENT REGARDING CONFLICT OF INTEREST POLICY AND DISCLOSURE". IN ADDITION, BOARD MEMBERS ARE SUPPLIED WITH DETAIL TRANSACTION HISTORIES OF ACCOUNT ACTIVITY AT BOARD MEETINGS TO FACILITATE ONGOING REVIEW. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR'S COMPENSATION IS SET BY THE BOARD OF DIRECTORS BY CONSIDERATION OF COMPENSATION LEVELS AT OTHER STATE-WIDE CONSERVATION NON-PROFIT ORGANIZATIONS AND STATE AGENCIES. THE ORGANIZATION MAINTAINED CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION THROUGH THEIR RECORD OF BOARD OF DIRECTORS MINUTES. THE ORGANIZATION HAS NO OTHER PAID OFFICER POSITIONS BESIDES THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 18 COPIES OF WHITEROCK CONSERVANCY'S 990 ARE AVAIALBE UPON REQUEST AND CAN BE VIEWED ON GUIDESTAR'S WEBSITE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONS ORGANIZING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF RESIDENCE SUBJECT TO LIFE INTEREST 4,186. CHANGE IN VALUE OF BENEFICIAL INTEREST -8,177. IOWA DEPARTMENT OF NATURAL RESOURCES 502 E 9TH STREET DES MOINES IA 50319 426004572 NATURAL RESOURCES IA 509A1 LINE 6 0 IOWA NATURAL HERITAGE FOUNDATION 505 FIFTH AVE SUITE 444 DES MOINES IA 50309 421127544 ENVIRONMENT IA 501A1 LINE 7 0 LEOPOLD CENTER FOR SUSTAINABLE AGRICULTURE 209 CURTISS HALL IA ST UNIVERSITY AMES IA 50011 426004224 RESEARCH IA 509A1 LINE 6 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 IOWA DEPARTMENT OF NATURAL RESOURCES R 7850 CASH PAID