CALEDONIA CONSERVANCY LTD: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
CALEDONIA CONSERVANCY LTD (EIN 39-1822368)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-14
IRS object ID
201901349349308480
Schema version
2018v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-05-14T16:04:51-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN202071774PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MALLER PETERSON LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11614 OAKES ROADAddressLine1Txt
CityRACINECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53406ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391822368EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CALEDONIA CONSERVANCY LTDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCALEBusinessNameControlTxt
Phone2624984993PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 044714AddressLine1Txt
CityRACINECityNm
State AbbreviationWIStateAbbreviationCd
ZIP534047015ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJILL BARANOWSKIPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2626812043PhoneNum
Signature2019-05-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES C SMALLPreparerPersonNm
PTINP00031014PTIN
Phone2628989400PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address50.254.52.169IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-03IPDt
IP Tm15:16:09IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id9D309161960A0E1C34036754B4BB2398D32AE894AtSubmissionCreationDeviceId
At Submission Filing Device Id9D309161960A0E1C34036754B4BB2398D32AE894AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJILL BARANOWSKIPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 044714AddressLine1Txt
CityRACINECityNm
State AbbreviationWIStateAbbreviationCd
ZIP534047015ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$362,577GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.CALEDONIACONSERVANCY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1995FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionPROTECT THE RURAL CHARACTER OF THE VILLAGE OF CALEDONIA, RACINE COUNTY, WISCONSIN.ActivityOrMissionDesc
Voting Members Governing Body13VotingMembersGoverningBodyCnt
Voting Members Independent13VotingMembersIndependentCnt
Total Employee1TotalEmployeeCnt
Total Volunteers200TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$49,277PYContributionsGrantsAmt
CY Contributions Grants$315,142CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$6,431PYInvestmentIncomeAmt
CY Investment Income-$2,907CYInvestmentIncomeAmt
PY Other Revenue$44,832PYOtherRevenueAmt
CY Other Revenue$24,760CYOtherRevenueAmt
PY Total Revenue$100,540PYTotalRevenueAmt
CY Total Revenue$336,995CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$26,912PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$31,218CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$52,115PYOtherExpensesAmt
CY Other Expenses$53,579CYOtherExpensesAmt
PY Total Expenses$79,027PYTotalExpensesAmt
CY Total Expenses$84,797CYTotalExpensesAmt
PY Revenues Less Expenses$21,513PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$252,198CYRevenuesLessExpensesAmt
Total Assets BOY$2,175,831TotalAssetsBOYAmt
Total Assets EOY$2,428,104TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$75TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,175,831NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,428,029NetAssetsOrFundBalancesEOYAmt
MissionTHE MISSION OF THE ORGANIZATION IS TO PROTECT THE RURAL CHARACTER OF THE VILLAGE OF CALEDONIA, RACINE COUNTY, WISCONSIN.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$19,398ExpenseAmt
DescTO PRESERVE OPEN GREEN SPACE, INCLUDING WETLANDS, BY MEANS OF LAND ACQUISITION THROUGH CONSERVATION OR TRAIL EASEMENTS, OR ACQUISITION OF FEE SIMPLE LANDS; TO BUILD AND MAINTAIN A SERIES OF TRAILS FOR PUBLIC RECREATION, SPECIFICALLY FOR EQUESTRIAN, HIKING, CROSSCOUNTRY SKIING, AND SIMILIAR PASSIVE RECREATIONAL ACTIVITIES; AND TO EDUCATE THE COMMUNITY ABOUT THE IMPORTANCE OF PROTECTING OUR GREEN SPACE AND THE WAYS THAT THEY CAN HELP TO PROTECT IT.Desc
Total Program Service Expenses$19,398TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation EasementsYes (1)ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee1EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members13GoverningBodyVotingMembersCnt
Independent Voting Member13IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonSUSAN I ZIERTENPersonNm
Phone2624984993PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 044714AddressLine1Txt
CityRACINECityNm
State AbbreviationWIStateAbbreviationCd
ZIP534047015ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
SUZI ZIERTEN
EXECUTIVE DIRECTOR24.00Yes (X)$29,000$0$0
GREG BERG
DIRECTOR1.00Yes (X)$0$0$0
KJELL ERLANDSSON
DIRECTOR1.00Yes (X)$0$0$0
CHUCK KAMAKIAN
DIRECTOR1.00Yes (X)$0$0$0
FRAN MARTIN
DIRECTOR1.00Yes (X)$0$0$0
MAUREEN MARTINEZ
DIRECTOR1.00Yes (X)$0$0$0
JESSICA ORLOFSKE
DIRECTOR1.00Yes (X)$0$0$0
DEBRA PALMER
DIRECTOR1.00Yes (X)$0$0$0
JENNIFER REIBEL
DIRECTOR1.00Yes (X)$0$0$0
JILL BARANOWSKI
PRESIDENT2.00$0$0$0Yes (X)
MATT JOHNSRUD
VICE-PRESIDENT2.00$0$0$0Yes (X)
JENNIFER KANTER
TREASURER2.00$0$0$0Yes (X)
DEIDRE VERGEER
SECRETARY2.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$29,000TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$315,142AllOtherContributionsAmt
Noncash Contributions$269,181NoncashContributionsAmt
Total Contributions$315,142TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,065TotalRevenueColumnAmt
Exclusion$10,065ExclusionAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$12,972SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$12,972SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$12,972TotalRevenueColumnAmt
Related Or Exempt Func Income-$12,972RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$37,320FundraisingGrossIncomeAmt
Fundraising Direct Expenses$12,610FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$24,710TotalRevenueColumnAmt
Exclusion$24,710ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER REVENUEDesc
Business900099BusinessCd
Total Revenue Column$50TotalRevenueColumnAmt
Exclusion$50ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$50OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$336,995TotalRevenueColumnAmt
Related Or Exempt Func Income-$12,972RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$34,825ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$29,000TotalAmt
Management And General$29,000ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$2,218TotalAmt
Management And General$2,218ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$7,495TotalAmt
Management And General$7,495ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$457TotalAmt
Management And General$457ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$6,300TotalAmt
Management And General$6,300ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,517TotalAmt
Management And General$1,517ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,912TotalAmt
Management And General$1,912ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$2,705TotalAmt
Management And General$2,705ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,218TotalAmt
Management And General$4,218ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
STEWARDSHIP PROGRAM EXP$17,581$17,581
RENT EXPENSE$4,200$4,200
DONOR APPRECIATION$2,337$2,337
DUES & MEMBERSHIPS$2,132$2,132

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$2,725TotalAmt
Program Services$1,817ProgramServicesAmt
Management And General$908ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$84,797TotalAmt
Program Services$19,398ProgramServicesAmt
Management And General$65,399ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$174,763BOYAmt
EOY$167,080EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$8,229BOYAmt
EOY$8,286EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,115BOYAmt
EOY$3,613EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,153,375LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,607LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,888,273BOYAmt
EOY$2,149,768EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$102,451BOYAmt
EOY$99,357EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,175,831BOYAmt
EOY$2,428,104EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$75EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$75EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$553,692BOYAmt
EOY$796,717EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$11,292BOYAmt
EOY$20,601EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,610,847BOYAmt
EOY$1,610,711EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,175,831BOYAmt
EOY$2,428,029EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,175,831BOYAmt
EOY$2,428,104EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$252,198ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewYes (1)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
FS Audited0FSAuditedInd
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$113,547CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$106,687CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$155,846CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$49,277CurrentTaxYearMinus1YearAmt
Current Tax Year$50,942CurrentTaxYearAmt
Total$476,299TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$113,547CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$106,687CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$155,846CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$49,277CurrentTaxYearMinus1YearAmt
Current Tax Year$50,942CurrentTaxYearAmt
Total$476,299TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$155,699SubstantialContributorsTotAmt
Public Support Total170$320,600PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,246CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$20CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,070CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,431CurrentTaxYearMinus1YearAmt
Current Tax Year-$2,907CurrentTaxYearAmt
Total$11,860TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$30CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$309CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$50CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$17,622CurrentTaxYearMinus1YearAmt
Current Tax Year$50CurrentTaxYearAmt
Total$18,061TotalAmt
FieldValueIRS element (for citing)
Total Support$506,220TotalSupportAmt
Public Support CY1700.63330PublicSupportCY170Pct
Public Support PY1700.63080PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS:FormAndLineReferenceDesc
ExplanationDESCRIPTION: VACANT LAND DATE: 12/27/18 AMOUNT: 264200.ExplanationTxt

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Preservation Public UseYes (X)PreservationPublicUseInd
Protection Natural HabitatYes (X)ProtectionNaturalHabitatInd
Preservation Open SpaceYes (X)PreservationOpenSpaceInd
Total Easements3TotalEasementsCnt
Total Acreage41.35TotalAcreageCnt
Historic Structure Easements0HistoricStructureEasementsCnt
Historic Strctr Easements Aftr0HistoricStrctrEasementsAftrCnt
States Easements Held1StatesEasementsHeldCnt
Written Policy MonitoringYes (1)WrittenPolicyMonitoringInd
Staff Hours Spent Enforcement3000.00StaffHoursSpentEnforcementCnt
Section170h Rqr StsfdYes (1)Section170hRqrStsfdInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,290BeginningYearBalanceAmt
Investment Earnings Or Losses-$136InvestmentEarningsOrLossesAmt
End Year Balance$4,154EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,030BeginningYearBalanceAmt
Investment Earnings Or Losses$260InvestmentEarningsOrLossesAmt
End Year Balance$4,290EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,819BeginningYearBalanceAmt
Investment Earnings Or Losses$211InvestmentEarningsOrLossesAmt
End Year Balance$4,030EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,846BeginningYearBalanceAmt
Investment Earnings Or Losses-$27InvestmentEarningsOrLossesAmt
End Year Balance$3,819EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,726BeginningYearBalanceAmt
Investment Earnings Or Losses$120InvestmentEarningsOrLossesAmt
End Year Balance$3,846EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,112,803OtherCostOrOtherBasisAmt
Book Value$2,112,803BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$40,572OtherCostOrOtherBasisAmt
Depreciation$3,607DepreciationAmt
Book Value$36,965BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,149,768TotalBookValueLandBuildingsAmt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART II, LINE 5:THE CONSERVANCY HAS A MONITORING POLICY AND FORM THAT INCLUDES PROMPTS TO ASSESS SIGNAGE, WALKING AND RIDING TRAILS, PICNIC TABLES, INFORMATION BOXES, JUMPS, BRIDGES, CULVERTS, INVASIVE SPECIES, AND LAND USE. A NATURALIST WILL WRITE A MONITORING REPORT AND FORWARD IT TO THE STEWARDSHIP COMMITTEE CHAIRPERSON FOR REVIEW. A COPY OF THE REPORT WILL BE FORWARDED TO THE LANDOWNER, THE LAND TRUST'S BOARD PRESIDENT AND SECRETARY. THE CONSERVANCY HAS AN EASEMENT VIOLATION POLICY FOR ASSESSING AND ADDRESSING VIOLATIONS.
PART II, LINE 9:THERE IS NO REVENUE EARNED IN ASSOCIATION WITH EASEMENTS HELD BY THE CONSERVANCY. THE CONSERVANCY HOLDS A DEDICATED FUND ACCOUNT FOR STEWARDSHIP AND DEFENSE OF IT'S EASEMENTS. THE BOARD OF DIRECTORS HAVE DESIGNATED $50,000 FOR THE DEFENSE OF FEE LANDS AND CONSERVATION EASEMENTS AS NEEDED.
PART V, LINE 4:PERMANENT ENDOWMENT FOR THE STEWARDSHIP OF THE LAND TRUST.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Other Events Total5OtherEventsTotalCnt
Gross Receipts Other Events$37,320GrossReceiptsOtherEventsAmt
Gross Revenue Other Events$37,320GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$12,610OthDirectExpnssOtherEventsAmt
Gross Receipts Total$37,320GrossReceiptsTotalAmt
Gross Revenue Total Events$37,320GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$12,610OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$12,610DirectExpenseSummaryEventsAmt
Net Income Summary$24,710NetIncomeSummaryAmt

Schedule M IRS990ScheduleM

Real Estate Other RealEstateOtherGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$264,200NoncashContributionsRptF990Amt
Method Of Determining RevenuesCERTIFIED APPRAISALMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BDIRECTORS AND MEMBERS OF THE BOARD OF DIRECTORS OF CALEDONIA CONSERVANCY LTD HAVE THE OPPORTUNITY TO REVIEW THE FEDERAL FORM 990 BEFORE IT IS FILED.
FORM 990, PART VI, SECTION B, LINE 12CDIRECTORS AND MEMBERS OF THE BOARD DURING BOARD MEETINGS REFRAIN FROM VOTING ON MATTERS IN WHICH THEY HAVE A CONFLICT OF INTEREST.
FORM 990, PART VI, SECTION C, LINE 19DOCUMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART XII, LINE 2C:NO CHANGE IN PROCESS. FINANCE COMMITTEE AND BOARD OF DIRECTORS ASSUME RESPONSIBILITY FOR OVERSIGHT OF THE REVIEWED FINANCIAL STATEMENTS.

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