2019-05-28T08:37:34-07:00 2017-12-31 561688300 C DeWitt Foard & Co PA CPAs 817 E Morehead Street Ste 100 Charlotte NC 282022767 990 2017-01-01 581969605 Catawba Lands Conservancy CATA 7043423330 4530 Park Road Ste 420 Charlotte NC 28209 Charles B Landess Executive Dir. 2019-05-28 true Terry W Lancaster P00096087 7043721515 2017 2019-02-21 02:37:17Z X Charles B Landess 4971914 false 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 196 properties, totaling 15,725 acres of land. We are the lead agency for the Carolina Thread Trail. 24 23 20 407 0 4223228 4707675 0 44926 100799 55083 92735 4323237 4901209 0 0 1102593 1104622 0 174505 1271260 3048001 2373853 4152623 1949384 748586 27211854 28189355 101428 74831 27110426 28114524 X As a nationally accredited land trust, we conserve and manage land for public benefit in North Carolinas Southern Piedmont. We have conserved 196 properties, totaling 15,725 acres of land. We are the lead agency for the Carolina Thread Trail. false false 2657207 Land Acquisition: Catawba Lands Conservancy (the Conservancy) protected 7 new properties in 2017, totaling 452 acres in four counties. The Conservancy works withwilling landowners and communities to conserve land in perpetuity by placingvoluntary conservation easements on land, accepting donations of land, andoccasionally purchasing land. CLC serves a six-county region in North Carolina thatincludes: Catawba, Gaston, Iredell, Lincoln, Mecklenburg and Union counties. Ourconservation 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. 758305 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 $771,005 during 2017 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 2017, there were 1,610 planned trail miles, of which, approximately 260 trail and 170 blueway miles are complete. 322017 Land Stewardship: The Conservancy intentionally stewards its conservation assets.Staff monitors activities on fee owned land through site visits. Current conditionsare evaluated against the reference conditions established by the BaselineDocumentation. Photographs are taken and a monitoring report is generated andarchived or the site visit is documented on a site visit report. As part ofperpetual due diligence, the Conservancy ensures the plant, wildlife, and otherconservation values remain undisturbed and protected. Where appropriate on fee ownedproperty, the Conservancy provides public access opportunities, including bothblueways and hiking trails, independently and through Carolina Thread Trail.Facilities for public access include a canoe/kayak launch (Spencer Mt. RiverAccess and Pharr Family Preserve access), the Adam Springs Portage Trail, and canoe/kayak take-out (R.Y. McAden Access); and natural surface 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. 114427 3851956 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 false false true true true false false true false false false false true 16 0 true 20 true false false false false false false true true false 0 false false false false false false false false false false X 24 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 Walter Fisher Vice Chair 3.00 0.00 X X 0 0 0 Jenny Ward Chair 5.00 0.00 X X 0 0 0 Dan Clodfelter Board Member 2.00 0.00 X 0 0 0 Jonathan Mangels Audit & Fin Chr 3.00 0.00 X X 0 0 0 Laurie Smith Nom & Gov Chair 3.00 0.00 X X 0 0 0 Phillips Bragg Land Acq Chair 3.00 0.00 X X 0 0 0 Jessica Braswell Land Stew Chair 3.00 0.00 X 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 Board Member 2.00 0.00 X 0 0 0 Ralph Falls III CCIM Board Member 2.00 0.00 X 0 0 0 Claudia Heath 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 Board Member 2.00 0.00 X 0 0 0 Lud Hodges Board Member 2.00 0.00 X 0 0 0 Robert McLean 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 Board Member 2.00 0.00 X 0 0 0 Scott Phillips Board Member 2.00 0.00 X 0 0 0 Lat Purser Board Member 2.00 0.00 X 0 0 0 Thomas Okel Executive Dir. 50.00 0.00 X 116049 0 9064 116049 9064 1 false false false 0 582051 174195 320900 3630529 2783065 4707675 0 55361 55361 0 0 10960 10960 10960 10960 45438 45438 45438 45438 106280 174195 70705 35575 0 1059 1059 1059 Other 45141 45141 45141 4901209 101539 56420 0 0 0 0 125113 87579 12511 25023 0 810126 661138 56661 92327 22991 19364 1234 2393 74620 62848 4005 7767 71772 60449 3852 7471 0 0 8500 8500 0 0 0 71329 70074 1255 159971 142857 17114 87197 57587 18565 11045 16016 7576 6221 2219 0 77445 62186 8592 6667 25972 25591 202 179 0 13297 12853 444 0 0 74694 71759 2135 800 21879 18394 1985 1500 Easements written off 2462450 2462450 Trail and land costs 28338 28338 Tree Canopy 913 913 0 4152623 3851956 126162 174505 2850808 2201457 0 0 90943 157073 0 0 0 0 7306 8014 973001 303223 721027 669778 0 2092549 3188779 486847 486847 0 20962374 21477407 27211854 28189355 40082 61218 18150 13613 43196 101428 74831 X 24583267 25575815 2527159 2538709 27110426 28114524 27211854 28189355 748586 255512 X false true X true false X 36118824 4597634 3116545 4238183 4678649 52749835 9760 13641 9228 14859 38136 85624 0 0 0 36128584 4611275 3125773 4253042 4716785 52835459 64900 52045 55681 64155 52089 288870 0 64900 52045 55681 64155 52089 288870 52546589 33085 50023 43237 46343 55361 228049 0 33085 50023 43237 46343 55361 228049 0 9881 7349 5700 7200 30130 36161669 4671179 3176359 4305085 4779346 53093638 0.98970 0.98930 0.00430 0.00400 X X X X 117 96 1 true 17 250473 false 68746 10185 58561 128842 48125 80717 775413 244913 530500 669778 3188779 Land protected in perpetuity 21477407 21477407 5166755 255512 10034 265546 4901209 4901209 4162657 10034 10034 4152623 4152623 Part II, Line 5: Summarized Policy The land stewardship staff inspects each property encumbered by a conservationeasement to ensure compliance with the provisions in the easementdocument. 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 and thesignage. 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 change in the market value of the associated property before and after the imposition of theeasement. At that time, the Conservancy also records a like amount as an expensesince the conservation easements have no future economic benefit to the Conservancy.Donated conservation easements amounted to $2,462,450 and $551,963 for the yearsended December 31, 2017 and 2016, respectively. false POP Up Picnic 130132 96502 33630 979 17335 2500 13699 Southern Spring Show 100000 73750 26250 12359 600 3124 1 50343 3943 46400 6298 10274 2836 701 280475 174195 106280 6298 11253 32530 3100 17524 70705 35575 Lat Purser Board member 72997 Rent false Trees Charlotte Former ED 3947 Tree planting false Julianne McCollum Board Member 9760 Newsletter & Logo false Schedule L, Part V Supplemental Information During the first quarter of 2017, Catawba Lands Conservancy worked with the Foundation of the Carolinas, the City of Charlotte and Trees Charlotte to plant trees in neighborhoods to benefit the public. Davis Cable is a former Executive Director at Catawba Lands Conservancy and was the Executive Director of Trees Charlotte during 2017. X 7 2759700 Appraisal/Mgmt Est. 4 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 and outreach. 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. Amended Explanation Form 990 is being amended to remove Carolina Thread Trail as a related party. 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 and/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 to successive owners. Contributionsare recorded at the estimated fair market value of the property or easement takinginto consideration the fact that the lands use may be severely limited based on theintent 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 7200 69340 N/A false false false false false false false false false false false false false false false false false false false