CATAWBA LANDS CONSERVANCY: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- CATAWBA LANDS CONSERVANCY (EIN 58-1969605)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-03
- IRS object ID
- 201612169349300206
- Schema version
- 2015v2.0
- Note
- A later return for the same period supersedes this one.
- 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 D
- Schedule G
- Schedule I
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-03T06:32:39-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | C DeWitt Foard & Co PA CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 817 E Morehead Street Ste 100 | AddressLine1Txt |
| City | Charlotte | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 282022767 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581969605 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Catawba Lands Conservancy | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CATA | BusinessNameControlTxt |
| Phone | 7043423330 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4530 Park Road Ste 420 | AddressLine1Txt |
| City | Charlotte | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Thomas Okel | PersonNm |
| Person Title | Executive Dir. | PersonTitleTxt |
| Signature | 2016-08-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Terry W Lancaster | PreparerPersonNm |
| PTIN | P00096087 | PTIN |
| Phone | 7043721515 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Gross Receipts | $3,183,211 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.catawbalands.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1991 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | As a nationally accredited land trust, we conserve and manage land for public benefit in North Carolinas Southern Piedmont. We have conserved 185 properties, totaling 15,234 acres of land. We are the lead agency for the Carolina Thread Trail. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 23 | TotalEmployeeCnt |
| Total Volunteers | 600 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $4,597,634 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,095,470 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$187,548 | PYInvestmentIncomeAmt |
| CY Investment Income | $14,607 | CYInvestmentIncomeAmt |
| PY Other Revenue | $20,841 | PYOtherRevenueAmt |
| CY Other Revenue | $17,955 | CYOtherRevenueAmt |
| PY Total Revenue | $4,430,927 | PYTotalRevenueAmt |
| CY Total Revenue | $3,128,032 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $326,951 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,213,910 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,072,924 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $134,292 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,895,764 | PYOtherExpensesAmt |
| CY Other Expenses | $1,065,227 | CYOtherExpensesAmt |
| PY Total Expenses | $4,109,674 | PYTotalExpensesAmt |
| CY Total Expenses | $2,465,102 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $321,253 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $662,930 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $24,477,118 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,156,264 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $45,788 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $105,152 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $24,431,330 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $25,051,112 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | As a nationally accredited land trust, we conserve and manage land for public benefit in North Carolinas Southern Piedmont. We have conserved 185 properties, totaling 15,234 acres of land. We are the lead agency for the Carolina Thread Trail. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,099,465 | ExpenseAmt |
| Desc | Land Acquisition: Catawba Lands Conservancy (the Conservancy) protected 6 new properties in 2015, totaling 168 acres in four counties. The Conservancy works with willing landowners and communities to conserve land in perpetuity by placing voluntary conservation easements on land, accepting donations of land, and occasionally purchasing land. CLC serves a six-county region in North Carolina that includes: Catawba, Gaston, Iredell, Lincoln, Mecklenburg and Union counties. Our conservation efforts focus on four areas: local farms, wildlife/plant habitat, clean water 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $700,415 | ExpenseAmt |
| Desc | The Carolina Thread Trail (The Thread) is an initiative to develop a regional network of greenways and trails that reaches 15 counties and 2.3 million people. The Thread is a unique 15-county collaboration that will connect communities and conserve land through a network of conservation corridors and trails developed through locally designed plans. 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. The Thread will also link more than two million citizens with hundreds of miles of conservation land and pedestrian and bicycle trails that wind through 15 counties 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. The Thread will be freely accessible to everyone. At the end of 2015 there were 1,588.4 planned trail miles and approximately 250 completed trail miles. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $236,381 | ExpenseAmt |
| Desc | Land Stewardship: The Conservancy intentionally stewards its conservation assets. Staff monitors activities on fee owned land through site visits. Current conditions are evaluated against the reference conditions established by the Baseline Documentation. Photographs are taken and a monitoring report is generated and archived or the site visit is documented on a site visit report. As part of perpetual due diligence, the Conservancy ensures the plant, wildlife, and other conservation values remain undisturbed and protected. Where appropriate on fee owned property, the Conservancy provides public access opportunities, including both blueways and hiking trails, independently and through the Carolina Thread Trail. Facilities for public access include a canoe/kayak launch (Spencer Mt. River 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 River Rail Trail, Long Creek Preserve, Seven Oaks Preserve, Pharr Family Preserve, Buffalo Creek Preserve, Sallys Y Preserve and Catawba Springs 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. In 2015, CLC worked with the North Carolina Natural Heritage Program to identify and designate an additional 320 acres of land as Significant Natural Areas. In addition, CLC worked with the US Fish and Wildlife Service to improve habitat on a CLC protected property for the Bog Turtle (Glyptemys muhlenbergii). This turtle species is protected by the Endangered Species Act. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $171,785 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $2,208,046 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | Yes (true) | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 15 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 23 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Robin Buckler Finance Dir | PersonNm |
| Phone | 7043423330 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4530 Park Road Ste 420 | AddressLine1Txt |
| City | Charlotte | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28209 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| Walter Fisher | |||||||
| Chair | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Jenny Ward | |||||||
| Vice Chair | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Jonathan Mangels | |||||||
| Audit & Fin Chr | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Laurie Smith | |||||||
| Nom & Gov Chair | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Phillips Bragg | |||||||
| Land Acq Chair | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Reed Perkins | |||||||
| Land Stew Chair | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| David Clark Jr | |||||||
| Board Member | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Jarred Cochran | |||||||
| Dev & Mem Chair | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| John Culbertson | |||||||
| Board Member | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Jessica Braswell | |||||||
| Board Member | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Ralph Falls III CCIM | |||||||
| Board Member | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Claudia Heath | |||||||
| Board Member | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Julianne McCollum | |||||||
| Board Member | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| John Mader | |||||||
| Board Member | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Sandra Conway | |||||||
| Outreach & Edu | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Thomas H McCoy MD | |||||||
| Board Member | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Robert McLean | |||||||
| Board Member | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Bill Mumford | |||||||
| Board Member | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Nancy Paschall | |||||||
| Board Member | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Scott Phillips | |||||||
| Board Member | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Lat Purser | |||||||
| Board Member | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| H Thomas Webb III | |||||||
| Board Member | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Thomas Okel | |||||||
| Executive Dir. | 50.00 | 0.00 | Yes (X) | $104,717 | $0 | $6,308 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $104,717 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $6,308 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $490,024 | MembershipDuesAmt |
| Fundraising | $136,645 | FundraisingAmt |
| Government Grants | $337,399 | GovernmentGrantsAmt |
| All Other Contributions | $2,131,402 | AllOtherContributionsAmt |
| Noncash Contributions | $683,838 | NoncashContributionsAmt |
| Total Contributions | $3,095,470 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $43,237 | TotalRevenueColumnAmt |
| Exclusion | $43,237 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $9,710 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $9,710 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,710 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,710 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $892 | SecuritiesAmt |
| Other | $5,478 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $35,000 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $892 | SecuritiesAmt |
| Other | -$29,522 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$28,630 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$28,630 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $21,075 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $136,645 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $20,179 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $896 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other | Desc |
| Total Revenue Column | $7,349 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,349 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $7,349 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,128,032 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$11,571 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $43,237 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $326,951 | TotalAmt |
| Program Services | $326,951 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,025 | TotalAmt |
| Program Services | $94,775 | ProgramServicesAmt |
| Fundraising | $16,250 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $816,499 | TotalAmt |
| Program Services | $711,427 | ProgramServicesAmt |
| Management And General | $30,311 | ManagementAndGeneralAmt |
| Fundraising | $74,761 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,434 | TotalAmt |
| Program Services | $10,913 | ProgramServicesAmt |
| Management And General | $1,292 | ManagementAndGeneralAmt |
| Fundraising | $1,229 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,898 | TotalAmt |
| Program Services | $51,503 | ProgramServicesAmt |
| Management And General | $2,088 | ManagementAndGeneralAmt |
| Fundraising | $5,307 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,068 | TotalAmt |
| Program Services | $63,928 | ProgramServicesAmt |
| Management And General | $2,225 | ManagementAndGeneralAmt |
| Fundraising | $6,915 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,500 | TotalAmt |
| Management And General | $10,500 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,043 | TotalAmt |
| Program Services | $73,043 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,105 | TotalAmt |
| Program Services | $159,088 | ProgramServicesAmt |
| Management And General | $2,627 | ManagementAndGeneralAmt |
| Fundraising | $6,390 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,848 | TotalAmt |
| Program Services | $52,949 | ProgramServicesAmt |
| Management And General | $22,775 | ManagementAndGeneralAmt |
| Fundraising | $12,124 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,429 | TotalAmt |
| Program Services | $8,945 | ProgramServicesAmt |
| Management And General | $1,311 | ManagementAndGeneralAmt |
| Fundraising | $4,173 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,431 | TotalAmt |
| Program Services | $31,416 | ProgramServicesAmt |
| Management And General | $32,872 | ManagementAndGeneralAmt |
| Fundraising | $7,143 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,084 | TotalAmt |
| Program Services | $28,084 | ProgramServicesAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,253 | TotalAmt |
| Program Services | $8,910 | ProgramServicesAmt |
| Management And General | $343 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,183 | TotalAmt |
| Program Services | $64,541 | ProgramServicesAmt |
| Management And General | $13,642 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,784 | TotalAmt |
| Program Services | $25,006 | ProgramServicesAmt |
| Management And General | $2,778 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| Easements granted | $461,650 | $461,650 |
| Tree Canopy | $34,917 | $34,917 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,465,102 | TotalAmt |
| Program Services | $2,208,046 | ProgramServicesAmt |
| Management And General | $122,764 | ManagementAndGeneralAmt |
| Fundraising | $134,292 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,391 | BOYAmt |
| EOY | $56,393 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,008,769 | BOYAmt |
| EOY | $1,308,940 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,871 | BOYAmt |
| EOY | $221,984 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,078,800 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $335,072 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $760,230 | BOYAmt |
| EOY | $743,728 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,191,820 | BOYAmt |
| EOY | $1,984,093 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,000 | BOYAmt |
| EOY | $15,000 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,269,037 | BOYAmt |
| EOY | $20,826,126 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,477,118 | BOYAmt |
| EOY | $25,156,264 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,788 | BOYAmt |
| EOY | $40,152 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $65,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,788 | BOYAmt |
| EOY | $105,152 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,175,512 | BOYAmt |
| EOY | $23,319,147 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,255,818 | BOYAmt |
| EOY | $1,731,965 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,431,330 | BOYAmt |
| EOY | $25,051,112 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,477,118 | BOYAmt |
| EOY | $25,156,264 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $662,930 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$43,148 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,071,035 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,097,847 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $36,118,824 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,597,634 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,116,545 | CurrentTaxYearAmt |
| Total | $59,001,885 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,849 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,850 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,760 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,641 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,228 | CurrentTaxYearAmt |
| Total | $55,328 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,084,884 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,106,697 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $36,128,584 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,611,275 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,125,773 | CurrentTaxYearAmt |
| Total | $59,057,213 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $79,663 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $85,719 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $64,900 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $52,045 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $55,681 | CurrentTaxYearAmt |
| Total | $338,008 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $79,663 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $85,719 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $64,900 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $52,045 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $55,681 | CurrentTaxYearAmt |
| Total | $338,008 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $58,719,205 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,602 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,432 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,085 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $50,023 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $43,237 | CurrentTaxYearAmt |
| Total | $188,379 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,602 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,432 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,085 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $50,023 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $43,237 | CurrentTaxYearAmt |
| Total | $188,379 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $9,881 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,349 | CurrentTaxYearAmt |
| Total | $17,230 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,114,486 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,139,129 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $36,161,669 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,671,179 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,176,359 | CurrentTaxYearAmt |
| Total | $59,262,822 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99080 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97590 | PublicSupportPY509Pct |
| Investment Income CY | 0.00320 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00440 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 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 |
| Total Easements | 109 | TotalEasementsCnt |
| Total Acreage | 91 | TotalAcreageCnt |
| Modified Easements | 2 | ModifiedEasementsCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (true) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 16 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $236,381 | ExpensesIncurredEnforcementAmt |
| Section170h Rqr Stsfd | false | Section170hRqrStsfdInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $68,746 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,092 | DepreciationAmt |
| Book Value | $63,654 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $178,947 | OtherCostOrOtherBasisAmt |
| Depreciation | $123,776 | DepreciationAmt |
| Book Value | $55,171 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $831,107 | OtherCostOrOtherBasisAmt |
| Depreciation | $206,204 | DepreciationAmt |
| Book Value | $624,903 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $743,728 | TotalBookValueLandBuildingsAmt |
| Total Book Value Securities | $1,984,093 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Land protected in perpetuity | Desc |
| Book Value | $20,826,126 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $20,826,126 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Funds held for others | Desc |
| Amt | $65,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $65,000 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $3,108,013 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$43,148 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $2,950 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $20,179 | OtherRevenueAmt |
| Revenue Not Reported | -$20,019 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,128,032 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $3,128,032 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,488,231 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $2,950 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $20,179 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $23,129 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,465,102 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $2,465,102 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part II, Line 3: Explanation of Each Easement Change | The Conservancy (CLC) holds conservation easements (CEs) on five properties (the Properties) that lie in the path of a new sewer line planned by the City of Charlotte (the City). In May, 2014, the City initiated separate lawsuits against each of the property owners (the Owners) and CLC seeking to acquire by eminent domain both temporary construction and permanent sewer easements (the Sewer Easements) across each of the Properties. The temporary construction easements were typically 10-15 feet wide and the permanent sewer line easements were typically a maximum of 25 feet wide. The area subject to these easements was a minimal portion of each property.CLC and the Owners negotiated with the City as to the total amount that would be owed by the City in exchange for the Sewer Easements. The compensation amounts were based on before and after appraisals of each of the Properties. In October, 2014, the Citys lawsuits as to three of the properties were dismissed. In January 2015, the City's lawsuits as to the remaining two properties were dismissed pursuant to consent judgments entered by a Mecklenburg County Superior Court judge and consented to by the City, the Owners, and CLC. Condemnation award proceeds of $9,881 as to three of the lawsuits were distributed in December 2014 and reported on our 2014 Form 990. Condemnation proceeds of $6,480 as to the remaining two lawsuits were distributed in February 2015, and these two are being reported in 2015.Changes to the CEsAs a result of the condemnation proceedings, the CEs held by CLC were technically changed in that the City is allowed to enter a designated portion of each of the Properties and construct and thereafter permanently maintain an underground sanitary sewer line on a designated route, all as shown on Project maps attached as exhibits to the complaints filed by the City and to the consent judgments. |
| Part II, Line 5: Summarized Policy | The land stewardship staff inspects each property encumbered by a conservation easement to ensure compliance with the provisions in the easement document.Staff assesses current conditions and compares findings to those documented by the Baseline Documentation Report.Staff evaluates the status of reserved rights which may have been exercised since the last site visit.Staff assesses impacts to the conservation values associated with changes in land use on the easement property and adjacent properties, notes potential trespass issues and safety hazards, and makes observations on the condition of the boundary and the signage. The staff makes additions to the species list (flora and fauna), documents new findings and communicates with the appropriate government entity. Special attention is given to the evaluation of plant or animal species that may be state or federally listed (endangered, threatened, species of concern, etc.). Staff evaluates conditions in Natural Heritage Areas and inspects significant historical and/or cultural features conserved by the conservation easement.Post monitoring, an archival quality report is generated by the staff and includes written observations and photographs as appropriate; copies of the report are stored on and off site per Conservancy 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 the easement. At that time, the Conservancy also records a like amount as an expense since the conservation easements have no future economic benefit to the Conservancy. Donated conservation easements amounted to $423,650 and $1,320,720 for the years ended December 31, 2015 and 2014, respectively. |
| Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 | Special event expense $20179 |
| Part XII, Line 2d: Other expenses and losses per audited F/S | Special event expense $20179 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Southern Spring Show | Event1Nm |
| Gross Receipts Event1 | $157,720 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $136,645 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $21,075 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $1,517 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $18,028 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $500 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $134 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $157,720 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $136,645 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $21,075 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $1,517 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $18,028 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $500 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $134 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $20,179 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $896 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Redlair Foundation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 North Tryon Street | AddressLine1Txt |
| City | Charlotte | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $326,451 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Lat Purser | |||
| Board member | $66,656 | Rent | false |
| Trees Charlotte | |||
| Former ED | $65,653 | Tree planting | false |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule L, Part V Supplemental Information | FormAndLineReferenceDesc |
| Explanation | Catawba Lands Conservancy works with 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 is now the Executive Director of Trees Charlotte. | ExplanationTxt |
Schedule M IRS990ScheduleM
Qualified Contrib Other QualifiedContribOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $677,388 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Appraisal | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,968 | NoncashContributionsRptF990Amt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | DescDesc | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | 1 | $2,700 | ||
| Yes (X) | 1 | $2,000 | Truck | Estimate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 3 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 as well as working with Trees Charlotte to plant trees in neighborhoods to benefit the public. |
| Form 990, Part VI, Line 11b: Form 990 Review Process | Review of the Form 990 is conducted by the Executive Director and the Finance Director. 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 in advance 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 | RETURN IS BEING AMENDED FOR CHANGES MADE AFTER RETURN WAS INADVERNTLY E-FILED BEFORE COMPLETION. |
| Land | During the year ended December 31, 2015, the Conservancy recorded a loss of $35,000 to adjust land held for sale down to current estimated fair market value. This amount is included as Investment Income. |
| Property and Easements Acquired for Preservation | The Conservancy may acquire certain property and/or conservation easements through purchases as well as through donor contributions. Donors generally contribute deeds to property and/or conservation easements. Conservation easements are legal agreements in which the landowner gives up some of the rights to their land, such as development, but retains ownership and management of the property. The conservation easements are permanent and run with the land to successive owners. Contributions are recorded at the estimated fair market value of the property or easement taking into consideration the fact that the lands use may be severely limited based on the intent 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 management estimates. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hickory Grove LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4530 Park Road Ste 420 | AddressLine1Txt |
| City | Charlotte | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464669695 | EIN |
| Primary Activities | Rental house | PrimaryActivitiesTxt |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Total Income | $5,950 | TotalIncomeAmt |
| End Of Year Assets | $71,765 | EndOfYearAssetsAmt |
| Direct Controlling NA | N/A | DirectControllingNACd |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Carolina Tread Trail | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 North Tryon Street | AddressLine1Txt |
| City | Charlotte | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261528527 | EIN |
| Primary Activities | Preservation of natural areas | PrimaryActivitiesTxt |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 509(a)(1) | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt |
|---|---|
| Carolina Tread Trail | |
| l | $700,415 |
| Carolina Tread Trail | |
| q | $794,313 |
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