2019-11-15T08:26:00-06:00 2018-12-31 061143555 REYNOLDS & ROWELLA LLP 90 GROVE STREET RIDGEFIELD CT 06877 990 2018-01-01 066082034 WEANTINOGE HERITAGE LAND TRUST INC WEAN 8609271927 PO BOX 821 KENT CT 06757 CATHERINE RAWSON EXECUTIVE DIRECTOR 8609271927 2019-11-14 1 SCOTT CRANE CPA P00210659 2034380161 X 73.159.168.169 2019-11-14 10:57:29 ES P 07BF4A65C41B48F2666A93619B0BDF39E6066C9F 61F589B814643FE34097D1D0E510A847C9178A02 2018 2020-03-31 21:24:44Z CATHERINE RAWSON PO BOX 821 5 MAPLE STREET KENT CT 06757 2896088 0 X WWW.WEANTINOGE.ORG X 1966 CT TO BENEFIT THE GENERAL PUBLIC THROUGH EDUCATION AND THE CONSERVATION OF NATURAL AREAS, FISH AND WILDLIFE, AND WORKING FARMLAND THROUGHOUT NORTHWEST CONNECTICUT. 11 11 6 50 0 0 4001929 2722148 0 1564 28255 47578 -22811 -34071 4007373 2737219 0 0 0 0 469123 562449 0 0 108309 299491 406769 768614 969218 3238759 1768001 40936012 42668917 300759 312656 40635253 42356261 X WEANTINOGE IS A NONPROFIT LAND TRUST THAT BENEFITS THE GENERAL PUBLIC THROUGH EDUCATION AND THE CONSERVATION OF NATURAL AREAS, FISH AND WILDLIFE, AND WORKING FARMLAND THROUGHOUT NORTHWEST CONNECTICUT. 0 0 137103 ACQUISITIONS - AS CONNECTICUT'S LARGEST LAND TRUST AND THE 18TH LARGEST IN THE NATION, THE LAND TRUST PRESERVES 10,300 ACRES (AND GROWING) OF VAST, CONNECTED NATURAL AREAS IN LITCHFIELD AND NORTHERN FAIRFIELD COUNTIES. THE LAND TRUST'S CONSERVED LANDS INCLUDE 12 PUBLIC HIKING PRESERVES; 29 WORKING FARMS; OVER 3,000 ACRES OF HABITAT FOR RARE, THREATENED, AND ENDANGERED SPECIES; AND 42 MILES OF RIVERS, LAKES, AND STREAMS. THE LAND TRUST IS CONNECTICUT'S LAND ACQUISITION LEADER, PROTECTING MORE PROPERTIES FOR CONSERVATION EACH YEAR THAN ANY OTHER ORGANIZATION STATEWIDE. OVER THE COURSE OF THE LAND TRUST'S 54-YEAR HISTORY, IT HAS CONSERVED ON AVERAGE 7 PROPERTIES EACH YEAR FOR A TOTAL OF 384 PROTECTED PROPERTIES. 253082 30864 EDUCATION AND OUTREACH - THE LAND TRUST'S CONSERVED LANDS SERVE A RESIDENT POPULATION OF 200,000 PEOPLE. EACH YEAR, THE LAND TRUST PROVIDES FREE EDUCATIONAL AND RECREATIONAL PROGRAMMING TO MORE THAN 2,000 PEOPLE. THESE PROGRAMS ARE DESIGNED TO CONNECT PEOPLE TO NATURE AND HELP DEMONSTRATE BENEFITS OF NATURAL AND WORKING LANDS. THE LAND TRUST'S PROGRAMS INCLUDE GUIDED HIKES, LECTURES, MONTHLY GREEN DRINKS, AND THE FALL CELEBRATION, A COMMUNITY GATHERING AND CELEBRATION OF CONSERVATION AT OUR 220-ACRE SMYRSKI FARM IN NEW MILFORD. IN ADDITION, THE LAND TRUST PROVIDES INTERNSHIP AND VOLUNTEER OPPORTUNITIES, WHICH INCLUDE EDUCATION AS A LEADING COMPONENT. LASTLY, THE LAND TRUST ALSO WORKS IN PARTNERSHIP WITH LOCAL LIBRARIES, SCHOOLS, AND EDUCATION-BASED NON-PROFITS TO REACH FURTHER INTO THE COMMUNITIES SERVED AND CREATE OPPORTUNITIES FOR DISCUSSIONS ON ENVIRONMENTAL TOPICS FOR ALL AGES AND PHYSICAL ABILITIES. 255240 STEWARDSHIP - THE LAND TRUST'S STEWARDSHIP PROGRAM ENSURES THE CONSERVED PROPERTIES ARE PROTECTED AND CARED FOR IN PERPETUITY. THE LAND TRUST'S STAFF PERFORM ANNUAL INSPECTIONS OF EACH CONSERVATION PROPERTY TO CONFIRM THERE ARE NO ENCROACHMENTS OR VIOLATIONS AND THE CONSERVATION VALUES ARE PROTECTED. THE LAND TRUST DEFENDS ITS CONSERVATION INTERESTS WHEN NECESSARY. IN ADDITION, THE LAND TRUST MAINTAINS 12 PUBLIC PRESERVES WITH 18 MILES OF HIKING TRAILS AND MANAGES, LEASES, OR PROTECTS THROUGH FEE OWNERSHIP AND EASEMENT 29 WORKING FARMS. STEWARDSHIP ALSO ENTAILS INVASIVE PLANT REMOVAL; BUILDING MAINTENANCE; ACTIVE PROTECTION FOR RARE AND ENDANGERED SPECIES; LAND MAINTENANCE, SUCH AS MOWING AND HAZARD TREE REMOVAL; AND WATER QUALITY TESTING AND PROTECTION. 94429 PARTNERSHIP - THE LAND TRUST SAFEGUARDS NATURAL LANDS AND WATERS, CONSERVES WORKING FARMLAND, AND CREATES HEALTHY COMMUNITIES BY CONNECTING PEOPLE TO NATURE. IN WORKING TO ACHIEVE ITS MISSION, THE LAND TRUST INVESTS IN REGIONAL PARTNERSHIPS THAT FOSTER CONSERVATION, SUPPORT THE WORK OF PARTNER LAND TRUSTS AND GOVERNMENT AGENCIES, AND PROVIDE CONSERVATION BENEFITS TO THE COMMUNITIES SERVED. ANNUALLY, THE LAND TRUST PROVIDES HUNDREDS OF HOURS OF STAFF SUPPORT TO ITS NONPROFIT AND GOVERNMENTAL PARTNERS FOR ACQUISITIONS, ADVOCACY, EDUCATION AND TRAININGS, EVENTS, GRANT WRITING, AND STEWARDSHIP. THE LAND TRUST'S STAFF SERVE IN LEADERSHIP POSITIONS WITH THE CONNECTICUT LAND CONSERVATION COUNCIL, LAND TRUST ACCREDITATION COMMISSION, LAND TRUST ALLIANCE CONSERVATION DEFENSE ADVISORY COUNCIL, LAND TRUST ALLIANCE LEADERSHIP COUNCIL, LITCHFIELD HILLS GREENPRINT COLLABORATIVE, AND WORKING LANDS ALLIANCE. THE LAND TRUST ALSO CONVENES LITCHFIELD COUNTY GREEN DRINKS, A MONTHLY GATHERING FOR LITCHFIELD COUNTY'S ENVIRONMENTAL PROFESSIONALS AND ENTHUSIASTS. 94429 739854 1 1 0 0 0 0 1 0 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 31 0 1 6 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 CT NY X CATHERINE RAWSON 8609271927 PO BOX 821 5 MAPLE STREET KENT CT 06757 HIRAM P WILLIAMS JR PRESIDENT 15.00 X X 0 0 0 V CHARLES JACKSON TREASURER 2.00 X X 0 0 0 KIRSTEN PECKERMAN VICE PRESIDENT 2.00 X X 0 0 0 HELEN LILLIS SECRETARY 2.00 X X 0 0 0 CHRISTINE FLYNN RECORDING SECRETARY 2.00 X 0 0 0 LINDA ALLARD DIRECTOR 2.00 X 0 0 0 DAVID DELUCA DIRECTOR 2.00 X 0 0 0 MARGERY FELDBERG DIRECTOR 2.00 X 0 0 0 ANDREW GORDON DIRECTOR 2.00 X 0 0 0 PHILIP KORSANT DIRECTOR 2.00 X 0 0 0 PETER MAY DIRECTOR 2.00 X 0 0 0 JIM MILLSTEIN DIRECTOR 2.00 X 0 0 0 CATHERINE RAWSON EXECUTIVE DIRECTOR AND VP 50.00 X 140000 0 25071 PAUL ELCONIN DIR. OF LAND CONSERVATION 40.00 X 98345 0 11358 238345 0 36429 1 0 1 0 0 314687 2407461 1751401 2722148 PROGRAM SERVICES 541900 1564 1564 1564 47491 47491 60485 60398 87 87 87 35100 314687 98471 -63371 -63371 OTHER INCOME 900099 29300 29300 29300 2737219 30864 0 -15793 274774 214975 21210 38589 227535 178016 17564 31955 25260 19763 1950 3547 34880 27289 2692 4899 28445 28445 42335 42335 82501 69176 1365 11960 397 397 28972 22983 3190 2799 41539 32081 3398 6060 8899 7409 1069 421 11472 10028 519 925 35334 13268 21370 696 LAND MAINTENANCE 44320 44320 OTHER EVENTS EXPENSE 30295 30295 PROPERTY TAXES 18596 18596 PRINTING 12622 5254 2147 5221 21042 17559 2246 1237 969218 739854 121055 108309 112673 121600 2071330 1988528 387449 53232 327326 334217 698753 665193 37725930 39559379 40936012 42668917 50759 62656 250000 250000 300759 312656 X 39100395 40882805 1434858 1373456 100000 100000 40635253 42356261 40936012 42668917 1768001 -46993 0 X X 0 1 X 1 0 X 797964 804387 776558 946928 1031145 4356982 797964 804387 776558 946928 1031145 4356982 1469877 2887105 10299 23716 17790 26694 47491 125990 4482972 86254 0.64400 0.45730 X SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: ENDOWMENT DATE: 12/28/15 AMOUNT: 500000. DESCRIPTION: FUNDS FOR WEST ASPETUCK PURCHASE DATE: 02/27/14 AMOUNT: 100000. DESCRIPTION: STEWARDSHIP RESERVE FUND DATE: 07/10/14 AMOUNT: 700000. DESCRIPTION: FUNDS FOR WEST ASPETUCK PURCHASE DATE: 05/07/14 AMOUNT: 100000. DESCRIPTION: FUNDS FOR WEST ASPETUCK PURCHASE DATE: 07/01/14 AMOUNT: 100000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 182 5528.42 2 1 1008.00 41008 1596879 17000 27716 1641595 1569433 15000 12446 1596879 1598466 5000 5992 40025 1569433 1127470 512000 572 41576 1598466 290424 837000 46 1127470 0.12020 0.06090 0.81890 0 0 125000 125000 200000 10256 189744 14283 4081 10202 48166 38895 9271 334217 PRESERVED LAND AND EASEMENTS 39391903 MISCELLANEOUS RECEIVABLES 162080 PREPAID EXPENSES 5396 39559379 X 2690226 -46993 -46993 2737219 0 2737219 969218 0 969218 0 969218 PART II, LINE 3: IN 2018 WE UPDATED OUR FIXED ASSET LIST TO INCLUDE A RIGHT-OF-WAY EASEMENT GIVEN TO THE ORGANIZATION IN 1991 THAT WAS NOT PREVIOUSLY CONSIDERED AN EASEMENT. PART II, LINE 5: IN 2006, THE BOARD FORMALLY ADOPTED THE LAND TRUST ALLIANCE'S STANDARDS AND PRACTICES, WHICH DICTATES THAT WEANTINOGE HERITAGE LAND TRUST ANNUALLY INSPECT ALL EASEMENTS, PRODUCE WRITTEN DOCUMENTATION OF THE INSPECTION, AND ENFORCE EASEMENTS. ON MAY 18, 2013 THE BOARD ADOPTED A CONSERVATION EASEMENT ENFORCEMENT POLICY. THIS POLICY INCLUDES GUIDELINES FOR RESPONDING TO SUSPECTED EASEMENT VIOLATIONS, POTENTIAL VIOLATION REMEDIES, AND VIOLATION PREVENTION STRATEGIES. PART II, LINE 9: DONATED CONSERVATION EASEMENTS ARE VALUED AT ONE DOLLAR EACH FOR FINANCIAL ACCOUNTING AND REPORTING PURPOSES AND ARE INCLUDED WITH GIFTS OF PRESERVATION PROPERTIES. PURCHASED CONSERVATION EASEMENTS ARE ALSO VALUED AT ONE DOLLAR EACH AND THE COST OF THE EASEMENTS ARE REPORTED AS A PROGRAM EXPENSE. CONSERVATION EASEMENT ACQUISITION, MONITORING, AND INSPECTION EXPENSES ARE REPORTED AS PROGRAM EXPENSES. PART X, LINE 2: THE LAND TRUST QUALIFIES AS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE FINANCIAL STATEMENTS. MANAGEMENT HAS EVALUATED THE LAND TRUST'S TAX POSITION AND CONCLUDED THAT THE LAND TRUST HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO OR DISCLOSURES IN THE FINANCIAL STATEMENTS. THE LAND TRUST'S 2016 THROUGH 2018 TAX YEARS ARE OPEN FOR EXAMINATION BY FEDERAL, STATE OR LOCAL TAX AUTHORITIES. SUMMER SOCIAL EVENT 349787 314687 35100 47114 48722 2635 349787 314687 35100 47114 48722 2635 98471 -63371 X X 0 0 0 0 0 0 0 0 0 CATHERINE RAWSON EXECUTIVE DIRECTOR AND VP 140000 0 0 0 0 0 4050 0 21021 0 165071 0 0 0 X 3 60398 MARKET PRICE. X 4 1691003 EASEMENTS=$1, FEE=FMV. 0 1 0 PART I, LINE 33: THE ORGANIZATION RECEIVED 2 CONSERVATION EASEMENT AND 2 FEE GIFTS DURING 2018. THE ORGANIZATION HAS A POLICY OF RECORDING CONSERVATION EASEMENTS AT ONE DOLLAR ($1) CONSIDERING THAT THEY HAVE NO INDEPENDENT MARKET VALUE. LINE 31 - THE ORGANIZATION HAS CONSERVATION EASEMENT AND LAND GIFT ACCEPTANCE POLICIES AS WELL AS A GIFT ACCEPTANCE POLICY FOR ALL OTHER CASH AND NON CASH GIFTS. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOCUMENTS ALL COMMITTEE MEETINGS WITH WRITTEN MINUTES OR WRITTEN ACTIONS. NO COMMITTEE HAS AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR, TREASURER, AND PRESIDENT ON BEHALF OF THE BOARD OF DIRECTORS PRIOR TO FILING ALL BOARD MEMBERS ARE PROVIDED A COPY OF THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S BYLAWS REQUIRE THAT EACH INTEREST PERSON (AS DEFINED IN THE BYLAWS) SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT THE PERSON HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, AGREES TO COMPLY, HAS COMPLIED AND IS IN COMPLIANCE WITH THE POLICY, WILL DISCLOSE TO THE BOARD OF DIRECTORS THE EXISTANCE OF FINANCIAL INTEREST IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AND UNDERSTANDS THAT THE ORGANIZATION IS A CHARITABLE ORGANIZATION AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION, IT MUST ENGAGE SOLELY IN ACTIVITIES WHICH ACCOMPLISH ITS TAX-EXEMPT PURPOSE. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS DETERMINES THE COMPENSATION OF THE EXECUTIVE DIRECTOR THROUGH ITS BUDGETARY PROCESS IN CONSIDERING COMPENSATION THE BOARD EXAMINES INFORMATION OBTAINED FROM OTHER SIMILAR ENTITIES. THE BOARD MINUTES PROVIDE CONTEMPORANEOUS SUBSTANTIATION OF THE BOARD'S DECISION. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. FORM 990, PART XII, LINE 2C: NO CHANGES FROM PRIOR YEAR.