NATURAL LANDS TRUST INCORPORATED: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- NATURAL LANDS TRUST INCORPORATED (EIN 23-6272818)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-03-27
- IRS object ID
- 201720869349300712
- Schema version
- 2015v3.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-03-27T11:55:18-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 231980475 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KREISCHER MILLER | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WITMER ROAD SUITE 350 | AddressLine1Txt |
| City | HORSHAM | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190442369 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236272818 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATURAL LANDS TRUST INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATU | BusinessNameControlTxt |
| Phone | 6103535587 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1031 PALMERS MILL ROAD | AddressLine1Txt |
| City | MEDIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19063 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MOLLY K MORRISON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6103535587 | PhoneNum |
| Signature | 2017-03-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRAD FREDERICK | PreparerPersonNm |
| PTIN | P00686625 | PTIN |
| Phone | 2154414600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MOLLY K MORRISON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1031 PALMERS MILL ROAD | AddressLine1Txt |
| City | MEDIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19063 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $97,361,068 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NATLANDS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1960 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | NLT SAVES OPEN SPACES, CARES FOR LAND & CONNECTS PEOPLE TO NATURE...& TO EACH OTHER. (SEE SCH. O)NATURAL LANDS TRUST IS THE REGION'S OLDEST AND LARGEST LAND CONSERVATION ORGANIZATION AND HAS SAVED MORE THAN 100,000 ACRES OF LAND IN ITS 63-YEAR HISTORY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 84 | TotalEmployeeCnt |
| Total Volunteers | 491 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$1,036 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $9,088,386 | PYContributionsGrantsAmt |
| CY Contributions Grants | $90,165,912 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,264,371 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,299,863 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,468,452 | PYInvestmentIncomeAmt |
| CY Investment Income | $779,213 | CYInvestmentIncomeAmt |
| PY Other Revenue | $86,433 | PYOtherRevenueAmt |
| CY Other Revenue | $154,264 | CYOtherRevenueAmt |
| PY Total Revenue | $11,907,642 | PYTotalRevenueAmt |
| CY Total Revenue | $92,399,252 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,413,985 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,888,758 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,344,923 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,523,145 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $54,286 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $817,074 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,888,759 | PYOtherExpensesAmt |
| CY Other Expenses | $14,058,435 | CYOtherExpensesAmt |
| PY Total Expenses | $9,701,953 | PYTotalExpensesAmt |
| CY Total Expenses | $22,470,338 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,205,689 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $69,928,914 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $186,071,671 | TotalAssetsBOYAmt |
| Total Assets EOY | $251,778,761 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,976,949 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,874,644 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $183,094,722 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $249,904,117 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | NATURAL LANDS TRUST IS A NON-PROFIT LAND CONSERVATION ORGANIZATION DEDICATED TO PROTECTING THE FORESTS, FIELDS, STREAMS AND WETLANDS THAT ARE ESSENTIAL TO THE SUSTAINABILITY OF LIFE IN EASTERN PENNSYLVANIA AND SOUTHERN NEW JERSEY. WE APPLY A COMPREHENSIVE APPROACH TO CONSERVATION THAT INCLUDES PERMANENTLY PROTECTING NATURAL AREAS; PROVIDING LEADERSHIP IN NATURAL RESOURCE MANAGEMENT; AND CREATING OPPORTUNITIES FOR PEOPLE TO CONNECT WITH AND LEARN FROM NATURE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $16,817,271 | ExpenseAmt |
| Grant | $3,888,758 | GrantAmt |
| Revenue | $667,727 | RevenueAmt |
| Desc | SAVING LANDNATURAL LANDS TRUST IDENTIFIES THE REGION'S MOST IMPORTANT LANDSCAPES AND WORKS WITH LANDOWNERS, MUNICIPALITIES, AND OTHER PARTNERS TO PERMANENTLY PROTECT THESE OPEN SPACES. WE OWN AND MANAGE 43 NATURE PRESERVES TOTALING 21,824 ACRES, AND HOLD CONSERVATION EASEMENTS AND OTHER RESTRICTIONS ON ANOTHER 23,181 ACRES. IN ADDITION TO PRESERVING LAND THROUGH ACQUISITION AND EASEMENT, WE WORK WITH MUNICIPALITIES (153, TO DATE) TO DEVELOP AN INTEGRATED APPROACH TO LAND PROTECTION, USE POLICIES, AND STEWARDSHIP. WITHIN RAPIDLY DEVELOPING LANDSCAPES LIKE THE ONES IN EASTERN PENNSYLVANIA, WE OFFER A BROAD SPECTRUM OF SERVICES (INCLUDING OPEN SPACE FINANCING COUNSEL, LANDOWNER RELATIONSHIP-BUILDING, AND CONSERVATION SUBDIVISION ORDINANCE AND ZONING RECOMMENDATIONS) TO GUIDE TOWNSHIPS THROUGH A PRACTICAL COURSE FOR "SAVING THE BEST AND ZONING THE REST." | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,242,137 | ExpenseAmt |
| Revenue | $437,118 | RevenueAmt |
| Desc | STEWARDING NATURAL RESOURCESPROTECTING LAND FROM FUTURE DEVELOPMENT IS ONLY THE FIRST STEP IN CONSERVATION; WE MUST ACTIVELY CARE FOR THE LANDS WE OWN AS WELL. OUR STAFF OF 15 LAND MANAGERS IS ENGAGED IN A VARIETY OF STEWARDSHIP AND RESTORATION EFFORTS INCLUDING THE RESTORATION OF NEW WETLAND AREAS TO IMPROVE WATER QUALITY AND BIODIVERSITY; REINTRODUCTION OF NATIVE GRASSLANDS TO IMPROVE GRASSLAND BIRD HABITAT; REFORESTATION OF FORMER FARM FIELDS; AND THE USE OF PRESCRIBED FIRE TO REGENERATE GRASSLANDS AND WILDFLOWER MEADOWS. OUR FORCE OF NATURE VOLUNTEER INITIATIVE - AN INTENSIVE TRAINING PROGRAM - CONNECTS PEOPLE TO NATURE WHILE DEVELOPING A SKILLED VOLUNTEER CORPS THAT CONTRIBUTES TO OUR PRESERVE STEWARDSHIP EFFORTS. THESE INDIVIDUALS ALSO SERVE AS AMBASSADORS FOR OUR MISSION, PASSING ALONG THE MESSAGE OF NATURAL LANDS TRUST TO OTHERS, THEREBY GROWING THE CONSERVATION CONNECTION EXPONENTIALLY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $709,568 | ExpenseAmt |
| Revenue | $42,484 | RevenueAmt |
| Desc | CONNECTING PEOPLE TO NATUREWE ACQUIRED OUR FIRST PRESERVE IN 1959. SINCE THEN, COUNTLESS NUMBERS OF PEOPLE HAVE RELIED ON OUR PRESERVES AS PLACES TO EXPLORE, RELAX, REFRESH, AND LEARN. WE WORK TO FOSTER THESE CONNECTIONS TO NATURE IN THREE PRIMARY WAYS: PROVIDING AN EXCEPTIONAL EXPERIENCE FOR VISITORS OF OUR PRESERVES WHILE PROTECTING NATURAL RESOURCES; MAKING OUR PRESERVES AVAILABLE AS LIVING CLASSROOMS AND LABORATORIES FOR ENVIRONMENTAL EDUCATION ORGANIZATIONS, SCHOOLS, NATURE CLUBS, AND SCIENTISTS; AND CONTINUING TO OFFER ENGAGING AND ENJOYABLE PROGRAMS FOR MEMBERS, LANDOWNERS, NEIGHBORS, AND OTHERS. WE ALSO SEEK TO BRING NATURE TO URBAN COMMUNITIES THROUGH INNOVATIVE INITIATIVES DESIGNED TO REACH AND INSPIRE CHILDREN IN UNDERSERVED NEIGHBORHOODS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | $152,535 | RevenueAmt |
| Desc | CONSERVATION EFFORTS | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Revenue | $152,535 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $20,768,976 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | Yes (1) | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 92 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 84 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THE ORGANIZATION | PersonNm |
| Phone | 6103535587 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | HILDACY FARM 1031 PALMERS MILL ROAD | AddressLine1Txt |
| City | MEDIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19063 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| ANN F RHOADS PHD | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BARBARA B ARONSON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTOPHER H WASHBURN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DOUGLAS W TALLAMY PHD | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JANE G PEPPER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN A TERRILL II | ||||||
| CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JOHN W LEA | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KATHARINE F MARONEY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KEITH M PENSION | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PENELOPE P WATKINS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PETER O HAUSMANN | ||||||
| CHAIRMAN EMERITUS | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ROBERT A PORTNOY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT I FRIEDMAN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT K STETSON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN P MUCCIARONE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM G WARDEN IV | ||||||
| VICE CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| WILLIAM Y WEBB | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DULCIE FLAHARTY | ||||||
| VICE PRESIDENT | 40.00 | $71,135 | $0 | $11,599 | Yes (X) | |
| OLIVER P BASS | ||||||
| VP COMMUNICATIONS | 40.00 | $100,362 | $0 | $12,013 | Yes (X) | |
| H SCOTT WENDLE | ||||||
| VP PRESERVE STEWARDSHIP | 40.00 | $106,005 | $0 | $12,298 | Yes (X) | |
| PETER WILLIAMSON | ||||||
| VP CONSERVATION SERVICES | 40.00 | $115,086 | $0 | $12,980 | Yes (X) | |
| ANN C HAUSMANN | ||||||
| VP DEVELOPMENT | 40.00 | $114,351 | $0 | $18,306 | Yes (X) | |
| DAVID A D'ANTONIO | ||||||
| VICE PRESIDENT FINANCE | 40.00 | $115,367 | $0 | $21,634 | Yes (X) | |
| MOLLY K MORRISON | ||||||
| PRESIDENT / CEO | 40.00 | $178,286 | $0 | $27,950 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $800,592 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $116,780 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TIFF | |||||
| 200 BARR HARBOR DR 100 | WEST CONSHOHOCKEN | PA | 19428 | INVESTMENT SERVICES | $141,622 |
| SITE ENGINEERING CONCEPTS LLC | |||||
| PO BOX 1992 | SOUTHEASTERN | PA | 19399 | ENGINEERING SERVICES | $101,591 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $149,016 | FundraisingAmt |
| Government Grants | $7,244,674 | GovernmentGrantsAmt |
| All Other Contributions | $82,772,222 | AllOtherContributionsAmt |
| Noncash Contributions | $25,424,828 | NoncashContributionsAmt |
| Total Contributions | $90,165,912 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SERVICE INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,299,863 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,299,863 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,299,863 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $700,519 | TotalRevenueColumnAmt |
| Exclusion | $700,519 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $193,684 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $193,684 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $193,684 | TotalRevenueColumnAmt |
| Exclusion | $193,684 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,593,480 | SecuritiesAmt |
| Other | $3,317,290 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,792,110 | SecuritiesAmt |
| Other | $3,039,966 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$198,630 | SecuritiesAmt |
| Other | $277,324 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $78,694 | TotalRevenueColumnAmt |
| Exclusion | $78,694 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $90,320 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $149,016 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $129,740 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$39,420 | TotalRevenueColumnAmt |
| Exclusion | -$39,420 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $92,399,252 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,299,863 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $933,477 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,888,758 | TotalAmt |
| Program Services | $3,888,758 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $889,520 | TotalAmt |
| Program Services | $414,737 | ProgramServicesAmt |
| Management And General | $264,728 | ManagementAndGeneralAmt |
| Fundraising | $210,055 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,707,313 | TotalAmt |
| Program Services | $2,122,305 | ProgramServicesAmt |
| Management And General | $321,038 | ManagementAndGeneralAmt |
| Fundraising | $263,970 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,293 | TotalAmt |
| Program Services | $123,053 | ProgramServicesAmt |
| Management And General | $16,629 | ManagementAndGeneralAmt |
| Fundraising | $15,611 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $505,184 | TotalAmt |
| Program Services | $383,348 | ProgramServicesAmt |
| Management And General | $68,345 | ManagementAndGeneralAmt |
| Fundraising | $53,491 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $265,835 | TotalAmt |
| Program Services | $187,573 | ProgramServicesAmt |
| Management And General | $41,831 | ManagementAndGeneralAmt |
| Fundraising | $36,431 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $602,399 | TotalAmt |
| Program Services | $593,450 | ProgramServicesAmt |
| Management And General | $1,790 | ManagementAndGeneralAmt |
| Fundraising | $7,159 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,563 | TotalAmt |
| Program Services | $155,307 | ProgramServicesAmt |
| Management And General | -$3,744 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,015 | TotalAmt |
| Management And General | $42,015 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,790 | TotalAmt |
| Management And General | $10,790 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,444 | TotalAmt |
| Program Services | $22,067 | ProgramServicesAmt |
| Management And General | $375 | ManagementAndGeneralAmt |
| Fundraising | $2 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $549,077 | TotalAmt |
| Program Services | $458,895 | ProgramServicesAmt |
| Management And General | $21,283 | ManagementAndGeneralAmt |
| Fundraising | $68,899 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,593 | TotalAmt |
| Program Services | $91,153 | ProgramServicesAmt |
| Management And General | $8,543 | ManagementAndGeneralAmt |
| Fundraising | $25,897 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,219 | TotalAmt |
| Program Services | $180,107 | ProgramServicesAmt |
| Management And General | $5,483 | ManagementAndGeneralAmt |
| Fundraising | $3,629 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,564 | TotalAmt |
| Program Services | $92,152 | ProgramServicesAmt |
| Management And General | $3,867 | ManagementAndGeneralAmt |
| Fundraising | $3,545 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,281 | TotalAmt |
| Program Services | $50,036 | ProgramServicesAmt |
| Management And General | $6,544 | ManagementAndGeneralAmt |
| Fundraising | $16,701 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,596 | TotalAmt |
| Program Services | $2,500 | ProgramServicesAmt |
| Management And General | $1,261 | ManagementAndGeneralAmt |
| Fundraising | $835 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $628,225 | TotalAmt |
| Program Services | $606,957 | ProgramServicesAmt |
| Management And General | $21,268 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $211,714 | TotalAmt |
| Program Services | $131,552 | ProgramServicesAmt |
| Management And General | $75,717 | ManagementAndGeneralAmt |
| Fundraising | $4,445 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CONSERVATION EASEMENT R | $10,703,342 | $10,703,342 | ||
| FORESTRY & LANDSCAPING | $306,211 | $305,795 | $87 | $329 |
| LIST DEVELOPMENT PRINTI | $158,331 | $63,813 | $4,666 | $89,852 |
| ALL OTHER EXPENSES | $148,764 | $175,053 | -$40,538 | $14,249 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,307 | TotalAmt |
| Program Services | $17,023 | ProgramServicesAmt |
| Management And General | $12,310 | ManagementAndGeneralAmt |
| Fundraising | $1,974 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,470,338 | TotalAmt |
| Program Services | $20,768,976 | ProgramServicesAmt |
| Management And General | $884,288 | ManagementAndGeneralAmt |
| Fundraising | $817,074 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $356,792 | BOYAmt |
| EOY | $1,085,992 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,626,697 | BOYAmt |
| EOY | $22,903,511 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,604,403 | BOYAmt |
| EOY | $25,659,782 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $528,481 | BOYAmt |
| EOY | $368,125 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,586 | BOYAmt |
| EOY | $32,495 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $133,379,343 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,070,001 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,241,538 | BOYAmt |
| EOY | $124,309,342 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,280,053 | BOYAmt |
| EOY | $51,947,058 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,379,121 | BOYAmt |
| EOY | $25,472,456 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $186,071,671 | BOYAmt |
| EOY | $251,778,761 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $796,050 | BOYAmt |
| EOY | $726,940 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,030,163 | BOYAmt |
| EOY | $1,147,704 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,736 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,976,949 | BOYAmt |
| EOY | $1,874,644 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,830,553 | BOYAmt |
| EOY | $63,294,766 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,768,923 | BOYAmt |
| EOY | $26,955,521 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,495,246 | BOYAmt |
| EOY | $159,653,830 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $183,094,722 | BOYAmt |
| EOY | $249,904,117 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $186,071,671 | BOYAmt |
| EOY | $251,778,761 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $69,928,914 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,187,367 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,932,152 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,006,572 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,647,616 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,166,650 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,088,386 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $90,165,912 | CurrentTaxYearAmt |
| Total | $149,075,136 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,006,572 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,647,616 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,166,650 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,088,386 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $90,165,912 | CurrentTaxYearAmt |
| Total | $149,075,136 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $61,223,564 | SubstantialContributorsTotAmt |
| Public Support Total170 | $87,851,572 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $691,161 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $773,537 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,897,198 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,134,249 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $894,203 | CurrentTaxYearAmt |
| Total | $5,390,348 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $966,687 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $980,910 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $874,156 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,264,371 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,299,862 | CurrentTaxYearAmt |
| Total | $5,385,986 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $159,851,470 | TotalSupportAmt |
| Public Support CY170 | 0.54960 | PublicSupportCY170Pct |
| Public Support PY170 | 0.85970 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $10,790 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $10,790 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $22,459,548 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $22,470,338 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $846,314 | CurrentYearMinus3Amt |
| Current Year Minus2 | $626,430 | CurrentYearMinus2Amt |
| Current Year Minus1 | $635,098 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $3,107,842 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $4,661,763 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $14,151 | CurrentYearMinus3Amt |
| Current Year Minus2 | $12,912 | CurrentYearMinus2Amt |
| Current Year Minus1 | $19,474 | CurrentYearMinus1Amt |
| Current Year | $10,790 | CurrentYearAmt |
| Total | $57,327 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $211,579 | CurrentYearMinus3Amt |
| Current Year Minus2 | $156,608 | CurrentYearMinus2Amt |
| Current Year Minus1 | $158,775 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $776,962 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,165,443 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $2,374 | CurrentYearMinus3Amt |
| Current Year Minus2 | $182 | CurrentYearMinus2Amt |
| Total | $2,556 | TotalAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preservation Public Use | Yes (X) | PreservationPublicUseInd |
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Preservation Open Space | Yes (X) | PreservationOpenSpaceInd |
| Historic Structure | Yes (X) | HistoricStructureInd |
| Total Easements | 252 | TotalEasementsCnt |
| Total Acreage | 18944.72 | TotalAcreageCnt |
| Historic Structure Easements | 1 | HistoricStructureEasementsCnt |
| Modified Easements | 1 | ModifiedEasementsCnt |
| States Easements Held | 3 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 1751.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $140,481 | ExpensesIncurredEnforcementAmt |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,510,545 | BeginningYearBalanceAmt |
| Contributions | $12,923,130 | ContributionsAmt |
| Investment Earnings Or Losses | $157,366 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,517,166 | OtherExpendituresAmt |
| End Year Balance | $52,073,875 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $42,337,013 | BeginningYearBalanceAmt |
| Contributions | $557,389 | ContributionsAmt |
| Investment Earnings Or Losses | $1,156,555 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,540,412 | OtherExpendituresAmt |
| End Year Balance | $41,510,545 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $37,657,697 | BeginningYearBalanceAmt |
| Contributions | $1,987,124 | ContributionsAmt |
| Investment Earnings Or Losses | $5,288,228 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,596,036 | OtherExpendituresAmt |
| End Year Balance | $42,337,013 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $33,291,247 | BeginningYearBalanceAmt |
| Contributions | $1,986,541 | ContributionsAmt |
| Investment Earnings Or Losses | $4,559,581 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,179,672 | OtherExpendituresAmt |
| End Year Balance | $37,657,697 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,140,093 | BeginningYearBalanceAmt |
| Contributions | $613,397 | ContributionsAmt |
| Investment Earnings Or Losses | -$402,252 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,059,991 | OtherExpendituresAmt |
| End Year Balance | $33,291,247 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.36980 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.61610 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.01410 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,661,330 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,192,055 | DepreciationAmt |
| Book Value | $469,275 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $131,718,013 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,877,946 | DepreciationAmt |
| Book Value | $123,840,067 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $124,309,342 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| POOLED INVESTMENT FUNDS | $51,310,731 | F |
| LP INVESTMENTS | $636,327 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $51,947,058 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| THE NATURAL LANDS TRUST | $25,167,702 |
| DEPOSITS ON NATURAL LANDS | $304,754 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $25,472,456 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $89,409,476 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,187,364 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$1,802,412 | OtherRevenueAmt |
| Revenue Not Reported | -$2,989,776 | RevenueNotReportedAmt |
| Revenue Subtotal | $92,399,252 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $92,399,252 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $22,600,078 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $129,740 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $129,740 | ExpensesNotReportedAmt |
| Expenses Subtotal | $22,470,338 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $22,470,338 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 3: | 1 - STONELEIGH: BECAUSE NATURAL LANDS TRUST NOW OWNS THE UNDERLYING PROPERTY, THE CONSERVATION EASEMENT WAS TRANSFERRED TO THE LOWER MERION CONSERVANCY. |
| PART II, LINE 5: | NATURAL LANDS TRUST (NLT) ACCEPTS THE OBLIGATION OF PERPETUAL ENFORCEMENT WITH EVERY CONSERVATION EASEMENT THAT IT RECEIVES. OUR ENFORCEMENT OBLIGATIONS ARE FOR THE SPECIFIC TERMS AND RESTRICTIONS OF THE EASEMENT AS UNDERPINNED BY THE BROAD CONSERVATION PURPOSES AND OBJECTIVES. EVERY EASEMENT DESCRIBES THE LEGAL MECHANISMS THAT WE MAY USE TO ENFORCE RESTRICTIONS AND PROTECT THE CONSERVATION PURPOSE. NATURAL LANDS TRUST RECOGNIZES THAT THE OBLIGATION TO DEFEND AND ENFORCE CONSERVATION EASEMENTS IS CRITICAL TO OUR CONSERVATION MISSION, OUR STATUS AS A QUALIFIED CONSERVATION ORGANIZATION, AND THE VIABILITY OF EASEMENTS AS A CONSERVATION TOOL. EASEMENT ENFORCEMENT IS NOT ONLY IMPORTANT TO THE CONSERVATION COMMUNITY, BUT IT WILL ALSO MAINTAIN PUBLIC TRUST AND GOVERNMENTAL SUPPORT FOR THE SPECIAL CONSIDERATION EASEMENTS ARE ACCORDED BY THE INTERNAL REVENUE SERVICE AND THE JUDICIAL SYSTEM. NLT ADOPTS THE FOLLOWING POLICIES REGARDING THE DEFENSE AND ENFORCEMENT OF CONSERVATION EASEMENTS: 1. IN ACCORDANCE WITH THE INTERNAL REVENUE SERVICE REQUIREMENTS, NLT SHALL MAINTAIN ADEQUATE FUNDS OR INSURANCE FOR THE ENFORCEMENT OF CONSERVATION EASEMENTS AND WILL REMAIN COMMITTED TO THE ENFORCEMENT OF THE CONSERVATION PURPOSES. 2. NLT SHALL SEEK A STEWARDSHIP ENDOWMENT FROM TRANSFERORS OF EASEMENTS FOR ORDINARY ADMINISTRATION AND STEWARDSHIP OF THE EASEMENT. THE STEWARDSHIP ENDOWMENT FUNDS REQUESTED FROM INDIVIDUAL EASEMENT TRANSFERORS WILL BE SUFFICIENT TO PROVIDE A SURPLUS IN EXCESS OF THE COSTS OF ORDINARY ADMINISTRATION, AND ANY SURPLUS THAT IS GENERATED BY THE ENDOWMENT WILL BE DEDICATED TO A FUND FOR LEGAL ENFORCEMENT. IN CASES WHERE THE CONSERVATION BENEFIT IS GREAT, THE BOARD OF TRUSTEES (BOT) HAS THE DISCRETION TO ACCEPT A CONSERVATION EASEMENT THAT IS NOT ADEQUATELY ENDOWED. FOR PURPOSES OF THIS SECTION, THE WORDS "TRANSFEROR AND "TRANSFERORS" SHALL BE DEEMED TO INCLUDE ALL PERSONS OR ENTITIES WHO OR WHICH GIVE OR SELL (INCLUDING A BARGAIN SALE) AN EASEMENT, IN THE CASE OF A PERSON, DURING HIS OR HER LIFETIME AND SHALL ALSO INCLUDE, WHERE APPLICABLE, THE EXECUTOR OR TRUSTEE OF THE ESTATE OF A DECEASED PERSON WHO TRANSFERS AN EASEMENT AFTER THE DECEASED INDIVIDUAL'S DEATH. 3. NLT SHALL DRAFT CONSERVATION EASEMENTS USING THE SERVICES OF EXPERIENCED LEGAL ADVISORS TO ELIMINATE AMBIGUOUS AND VAGUE RESTRICTIONS IN ORDER TO MINIMIZE THE COST OF ENFORCEMENT, AND DISCOURAGE LEGAL CHALLENGES BY LANDOWNERS. NLT'S EASEMENTS WILL BE DRAFTED TO REQUIRE LANDOWNER PAYMENT OF ALL COSTS REASONABLY INCURRED IN THE COURSE OF PERFORMING OUR DUTIES, OTHER THAN ORDINARY ADMINISTRATIVE TASKS SUCH AS ANNUAL MONITORING. 4. STAFF SHALL ENDEAVOR TO RESOLVE ALL EASEMENT VIOLATIONS EFFICIENTLY AND IN A TIMELY MANNER. RECOGNIZING THAT THE GOAL OF THE EASEMENT PROGRAM IS TO PROMOTE LAND STEWARDSHIP THAT ADVANCES THE HEALTH OF THE NATURAL RESOURCES OF EASED PROPERTIES AND THE ADJOINING AREA, NLT SHALL SEEK TO RESOLVE VIOLATIONS, OR POTENTIAL VIOLATIONS, AMICABLY BY A RANGE OF ACTIONS THAT BEGIN WITH LANDOWNER EDUCATION AND ASSISTANCE WITH HABITAT IMPROVEMENT, FOLLOWED BY ACTIONS OF INCREASING RIGOR WHEN VIOLATIONS ARE NOT ADDRESSED IN A TIMELY MANNER. THE FOLLOWING PROCEDURES AND PROTOCOLS OUTLINE THE RESPONSIBILITIES OF STAFF, OFFICERS, AND THE BOT IN THE ADMINISTRATION AND ENFORCEMENT OF EASEMENTS. MONITORING & DOCUMENTATION STAFF SHALL MONITOR EASEMENTS ON AN ANNUAL BASIS. STAFF SHALL KEEP RECORDS OF MONITORING ACTIVITIES. IN INSTANCES OF POTENTIAL VIOLATIONS OR NON-COMPLIANCE, PHOTOGRAPHS, MAPS AND DESCRIPTIONS OF THE VIOLATION OR NON-COMPLIANT ACTIVITY SHALL BE RECORDED BY STAFF. STAFF SHALL KEEP NOTES AND RECORDS OF COMMUNICATIONS WITH LANDOWNERS TO DOCUMENT THE PROGRESS OF ENFORCEMENT AND MEASURES UNDERTAKEN TO ACHIEVE THE EASEMENT OBJECTIVES. CO-HOLDERS CO-HOLDERS SHALL BE GIVEN REASONABLE NOTICE OF EASEMENT MONITORING AND ENFORCEMENT, AND AS SPECIFIED BY THE EASEMENT, SHALL BE INCLUDED IN DECISIONS THAT REQUIRE THEIR REVIEW OR CONSULTATION. IT IS RECOGNIZED THAT THE OPINION OF CO-HOLDERS MAY DIFFER SIGNIFICANTLY FROM NLT'S, AND STAFF WILL MAKE REASONABLE EFFORTS TO DOCUMENT COMMUNICATIONS AND AREAS OF DISAGREEMENT. EASEMENT INTERPRETATION RECOGNIZING THAT NATURAL LANDS ARE IMPACTED BY FORCES THAT ARE OFTEN BEYOND THE CONTROL OF INDIVIDUAL PROPERTY OWNERS, AND THAT LAND MANAGEMENT OPTIONS MUST ADAPT TO CHANGING CIRCUMSTANCES, STAFF SHALL HAVE THE DISCRETION TO INTERPRET EASEMENT RESTRICTIONS TO DETERMINE THE APPROPRIATE ENFORCEMENT ACTION BASED ON THEIR IMPACT ON THE CONSERVATION OBJECTIVES. AS NECESSARY, STAFF SHALL ALSO SEEK INTERPRETATION OF RESTRICTIONS BY NLT'S LEGAL ADVISOR AND BOT. ENFORCEMENT PROTOCOLS STAFF SHALL REVIEW POTENTIAL VIOLATIONS REPORTED DURING THE NORMAL COURSE OF MONITORING OR AS NOTIFIED BY ANOTHER PARTY (E.G. CO-HOLDER, GOVERNMENT AGENCY, NEIGHBOR) AGAINST THE EASEMENT RESTRICTIONS TO DETERMINE IF A VIOLATION HAS OCCURRED. IF NECESSARY, STAFF MAY CONTACT THE LANDOWNER TO GATHER MORE INFORMATION OR VISIT THE PROPERTY TO FURTHER DOCUMENT THE CONDITION. UPON DETERMINATION OF A VIOLATION, STAFF SHALL CONTACT THE LANDOWNER AND SEEK AGREEMENT TO CORRECT THE VIOLATION, AND IF NECESSARY, RESTORATION OF THE PROPERTY. STAFF SHALL ALSO SEND A WRITTEN LETTER TO THE LANDOWNER DETAILING THE VIOLATION AND THE NATURE OF THE CORRECTIVE ACTION EXPECTED (OR AGREED UPON BY LANDOWNER). EXCEPT IN CASES WHERE A VIOLATION WILL HAVE A SIGNIFICANT NEGATIVE IMPACT ON THE CONSERVATION OBJECTIVES, NLT SHALL FIRST SEEK VOLUNTARY COMPLIANCE FROM THE OWNER AND APPROPRIATE CORRECTION OF THE VIOLATION. IF THE LANDOWNER AGREES TO APPROPRIATE CORRECTIVE ACTION, NLT SHALL INFORM THE OWNER OF CONTINUED EXPECTATIONS AND MAINTAIN A WRITTEN RECORD OF AGREEMENTS AND COMMUNICATIONS. IN CASES OF DISPUTES WITH LANDOWNERS THAT ARE INTRACTABLE OR WHEN THE LANDOWNER IS UNWILLING TO CORRECT A VIOLATION, AND WHERE THE POTENTIAL DAMAGE TO RESOURCES IS TEMPORARY OR INCONSEQUENTIAL, STAFF MAY MAKE THE DETERMINATION TO OVERLOOK OR FORGIVE A VIOLATION. STAFF SHALL DOCUMENT AND DESCRIBE THE DECISION TO FORGIVE THE VIOLATION. AS NECESSARY, STAFF SHALL CONSULT WITH NLT OFFICERS, LEGAL ADVISORS, AND THE BOT. IN CASES WHERE A VIOLATION IS TEMPORARY IN DURATION AND DEEMED TO BE INCONSEQUENTIAL WITH LITTLE OR NO IMPACT TO THE CONSERVATION OBJECTIVES OF THE EASEMENT, STAFF MAY ISSUE A WAIVER. STAFF WILL CONSULT WITH LEGAL COUNSEL PRIOR TO ENTERING INTO A WAIVER OF THE EASEMENT RESTRICTIONS, AND THE WAIVER MUST BE ISSUED IN WRITING. IN CASES OF VIOLATIONS THAT SIGNIFICANTLY IMPAIR OR DAMAGE THE CONSERVATION OBJECTIVES OF A PROPERTY, NLT SHALL FIRST USE THE PERSUASIVE AUTHORITY OF STAFF, THEN NLT OFFICERS, ATTORNEYS, AND BOT TO CORRECT A VIOLATION OR AVOID A POTENTIAL VIOLATION. IF SUCH PERSUASION IS INEFFECTIVE OR INADEQUATE, STAFF MAY EMPLOY ENFORCEMENT REMEDIES CONTAINED IN THE EASEMENT DOCUMENT. ENFORCEMENT AND CORRECTION MEASURES THAT REQUIRE SIGNIFICANT INVESTMENT OF STAFF ENERGIES, SIGNIFICANT FINANCIAL EXPENDITURES, OR THAT MAY BE PERCEIVED BY THE PUBLIC AS EITHER EXTRAORDINARY OR HIGHLY COMPELLING, MUST BE REVIEWED BY BOARD OF TRUSTEES. IN THE CASE OF AN EMERGENCY, STAFF MAY PROCEED WITH ENFORCEMENT REMEDIES PRIOR TO BOT CONSENT IF IMMEDIATE ACTION CAN PREVENT SIGNIFICANT OR IRREVERSIBLE DAMAGE TO CONSERVATION PURPOSE OR CAN AVOID SIGNIFICANTLY GREATER ENFORCEMENT COSTS DUE TO DEFERRED ACTION. STAFF SHALL SEEK LEGAL COUNSEL IN ALL CASES WHERE ENFORCEMENT REMEDIES WILL LIKELY RESULT IN LITIGATION. |
| PART X, LINE 2: | THE CORPORATIONS ARE EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE CORPORATIONS QUALIFY FOR CHARITABLE CONTRIBUTION DEDUCTIONS AND HAVE BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. INCOME WHICH IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL AND STATE CORPORATE INCOME TAXES. MANAGEMENT HAS EVALUATED THE CORPORATIONS' TAX POSITIONS AND CONCLUDED THAT THE CORPORATIONS HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THE CORPORATIONS FILE INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. GENERALLY, THE CORPORATIONS ARE NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2013. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | GAIN/LOSS ON MELLON TRUST -1,932,152. FUNDRAISING RECLASSIFICATION 129,740. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING RECLASSIFICATION 129,740. |
| FORM 990, SCHEDULE D, PART II, LINE 9: | ALL COSTS ASSOCIATE WITH THE PURCHASE OF A CONSERVATION EASEMENT ARE EXPENSED THROUGH THE ORGANIZATIONS CONSOLIDATED STATEMENT OF ACTIVITIES. EACH EASEMENT IS RECORDED ON THE BALANCE SHEET AT $1.00. ALL OFFSETTING REVENUES ARE HANDLED IN THE SAME MANNER. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | STARDUST EVENT | Event1Nm |
| Gross Receipts Event1 | $239,336 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $149,016 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $90,320 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $29,706 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $37,982 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $62,052 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $239,336 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $149,016 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $90,320 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $29,706 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $37,982 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $62,052 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $129,740 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$39,420 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|
| LOWER MERION CONSERVANCY | ||||||||
| 1301 ROSE GLEN ROAD | GLADWYNE | PA | 19035 | $60,000 | FUNDING ASSISTANCE TO LOCAL LAND CONSERVANCY | |||
| SUNSET LAKE TRANSFER TO UPPER DEERFIELD TOWNSHIP | ||||||||
| 1325 HIGHWAY 77 | SEABROOK | NJ | 08302 | PROTECTION OF NATURAL LANDS | $2,630,758 | APPRAISAL | LAND | |
| LITTLE FLOWER MANOR TRANSFER TO DELAWARE COUNTY | ||||||||
| PROTECTION OF NATURAL LANDS | $1,198,000 | APPRAISAL | LAND | |||||
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MOLLY K MORRISON | PersonNm |
| Title | PRESIDENT / CEO | TitleTxt |
| Base Compensation Filing Org | $178,286 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $13,676 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $14,274 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $206,236 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Real Estate Other RealEstateOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 10 | ContributionCnt |
| Noncash Contributions Rpt F990 | $25,424,828 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL (EASEMENT) | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 2 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 8: | 90.94% OF THE TOTAL CONTRIBUTIONS RECEIVED BY NATURAL LANDS TRUST ARE RESTRICTED TO LAND ACQUISITION AND OTHER CAPITAL RELATED PROJECTS. ONLY THE REMAINING 9.06% ($8,164,928) IS AVAILABLE TO HELP UNDERWRITE ANNUAL CONSERVATION PROGRAMS AND GENERAL OPERATING EXPENSES. |
| FORM 990, PART VI, SECTION A, LINE 2 | PETER O. HAUSMANN (TRUSTEE) IS THE UNCLE OF ANN C. HAUSMANN (VP OF DEVELOPMENT AND COMMUNICATIONS) |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PREPARED BY THE VICE PRESIDENT OF FINANCE AND REVIEWED BY OUTSIDE INDEPENDENT FIRM. BEFORE BEING FILED, THE RETURN IS THEN SUBSEQUENTLY REVIEWED BY THE ORGANIZATIONS FINANCE COMMITTEE (BOARD COMMITTEE). ONCE ACCEPTED BY THE FINANCE COMMITTEE THE FORM IS DISTRIBUTED TO THE FULL BOARD OF DIRECTORS. ONCE APPROVED BY THE BOARD, THE DOCUMENT IS SIGNED BY THE CEO AND FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | OFFICERS, TRUSTEES AND KEY EMPLOYEES ARE REQUIRED TO SIGN A STATEMENT ANNUALLY ACKNOWLEDGING THAT THEY WILL COMPLY WITH NATURAL LANDS TRUST'S CONFLICT OF INTEREST POLICY. THE STATEMENT AFFIRMS THAT AN INTERESTED PERSON HAS A DUTY TO DISCLOSE THE POSSIBLE EXISTENCE OF A FINANCIAL INTEREST TO THE EXECUTIVE COMMITTEE OF THE BOARD. AFTER FULL DISCLOSURE OF THE FINANCIAL INTEREST AND AFTER DISCUSSION WITH THE INTERESTED PERSON, THE EXECUTIVE COMMITTEE WILL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. IF A CONFLICT OF INTEREST MAY EXIST: A. A DISINTERESTED PERSON OR COMMITTEE SHALL INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTIONS OR ARRANGEMENTS. B. IT SHALL BE DETERMINED IF WITH REASONABLE EFFORT A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT WILL NOT GIVE RISE TO A CONFLICT OF INTEREST. C. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE, THE EXECUTIVE COMMITTEE SHALL DETERMINE WHETHER THE TRANSACTION OR ARRANGEMENT IS IN NATURAL LANDS TRUST'S BEST INTEREST AND FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE TO NATURAL LANDS TRUST. THE COMMITTEE SHALL THEN MAKE A DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT IN CONFORMITY WITH SUCH OTHER NATURAL LANDS TRUST REQUIREMENTS OR BOARD APPROVAL AS MAY BE APPROPRIATE. VIOLATIONS OF THE CONFLICT OF INTEREST POLICY A. IF ANY TRUSTEE, OFFICER, MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS OR OTHER EMPLOYEE OF NATURAL LANDS TRUST HAS REASONABLE CAUSE TO BELIEVE THAT ANY INTERESTED PERSON HAS FAILED TO DISCLOSE ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, HE OR SHE SHALL REPORT THIS INFORMATION TO THE CHAIR OF THE EXECUTIVE COMMITTEE, WHO SHALL INFORM ANY SUCH PERSON OF THE BASIS FOR SUCH BELIEF AND AFFORD SUCH PERSON AND OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. B. IF, AFTER HEARING SUCH PERSON'S RESPONSE AND AFTER MAKING SUCH FURTHER INVESTIGATION AS MAY BE WARRANTED BY THE CIRCUMSTANCES, THE CHAIR OF THE EXECUTIVE COMMITTEE DETERMINES THAT SUCH PERSON HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE MATTER SHALL BE BROUGHT TO THE ATTENTION OF THE EXECUTIVE COMMITTEE, WHICH SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTION ACTION, OR WHICH SHALL REFER THE MATTER TO THE BOARD FOR APPROPRIATE DISCIPLINARY AND CORRECTION ACTION. RECORDS OF PROCEEDINGS ALL DELIBERATIONS OF THE EXECUTIVE COMMITTEE MUST BE IN WRITING. |
| FORM 990, PART VI, SECTION B, LINE 15 | WHILE NATURAL LANDS TRUST FOCUSES ON COMPARABLE NONPROFIT ORGANIZATIONS IN OUR AREA TO BENCHMARK PAY, WE UNDERSTAND THAT THE MARKET FOR EXEUTIVE TALENT MAY BE BROADER THAN THIS GROUP. THEREFORE, MARKET INFORMATION FROM ADDITIONAL MARKET SEGMENTS, PRIVATE FOUNDATIONS, AND PUBLISHED NOT-FOR-PROFIT COMPENSATION MAY BE USED AS A SUPPLEMENT. NLT WILL ALSO SECURE OUTSIDE STUDIES EXCLUSIVELY DESIGNED TO REVIEW NOT-FOR-PROFIT EXECUTIVE COMPENSATION AND PERIODICALLY UTILIZE THE ASSISTANCE OF AN OUTSIDE COMPENSATION CONSULTANT. IN ADDITION TO ALL RELEVANT MARKET INFORMATION, NLT TAKES INTO CONSIDERATION THE FOLLOWING CRITERIA: - YEARS OF EXPERIENCE IN THE FIELD - YEARS IN THE POSITION - ACHIEVEMENT OF THE ORGANIZATION'S STRATEGIC OBJECTIVES - ORGANIZATIONAL OPERATING BUDGET, AND THE OVERALL ECONOMIC CLIMATE - COST OF ALL OTHER BENEFITS BEING OFFERED DATA FROM THESE VARIOUS ELEMENTS ARE USED TO FORM A "MARKET COMPOSITE" TO ASSESS THE COMPETITIVENESS OF NLT'S COMPENSATION. ANNUALLY, THE CHAIRPERSON OF THE BOARD REVIEWS THE DATA AND EVALUATES THE PERFORMANCE OF THE PRESIDENT TO DETERMINE APPROPRIATE COMPENSATION. THE COMPENSATION IS SUBJECT TO APPROVAL BY THE EXECUTIVE COMMITTEE. THE COMPENSATION OF THE PRESIDENT IS MADE AVAILABLE TO ALL TRUSTEES UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL DOCUMENTS ARE MADE AVAILABLE BY REQUEST. THE ORGANIZATION'S FORM 990 IS ALSO MADE AVAILABLE ON THE WWW.GUIDESTAR.ORG WEBSITE. |
| FORM 990, PART XI, LINE 9: | GAIN/LOSS ON MELLON TRUST -1,932,152. |
| FORM 990, PART XII, LINE 2C: | THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTGOMERY COUNTY LANDS TRUST INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1031 PALMERS MILL ROAD | AddressLine1Txt |
| City | MEDIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19063 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232746506 | EIN |
| Primary Activities | SUPPORT CONSERVATION EFFORTS OF NATURAL LANDS TRUST, INC. | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 11A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATURAL LANDS TRUST INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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