NORTHWEST CONNECTICUT LAND CONSERVANCY INC: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
NORTHWEST CONNECTICUT LAND CONSERVANCY INC (EIN 06-6082034)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-10-29
IRS object ID
201403029349300120
Schema version
2013v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-10-29T09:11:23-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN061271935PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TRACY E FILLOW CPABusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line123 SOUTH MAIN ST PO BOX 799AddressLine1
CityKENTCity
StateCTState
ZIP Code06757ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN066082034EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WEANTINOGE HERITAGE LAND TRUST INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlWEANBusinessNameControlTxt
Phone8609271927PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15 MAPLE STREET PO BOX 821AddressLine1
CityKENTCity
StateCTState
ZIP Code06757ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCATHERINE RAWSONPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone8609271927PhoneNum
Signature2014-10-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTRACY E FILLOW CPAPreparerPersonNm
PTINP00634557PTIN
Phone8609274848PhoneNum
Preparation2014-10-02PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCATHERINE RAWSONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15 MAPLE STREET PO BOX 821AddressLine1
CityKENTCity
StateCTState
ZIP Code06757ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$733,646GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.WEANTINOGE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1966FormationYr
Legal Domicile StateCTLegalDomicileStateCd
Activity Or MissionPRESERVATION OF UNDEVELOPED LAND. THE ORGANIZATION ACCEPTS CONTRIBUTIONS OF TITLE TO PROPERTY AND CONTRIBUTIONS OF CONSERVATION EASEMENTS, WHICH ARE THEN MONITORED BY THE ORGANIZATION.ActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee9TotalEmployeeCnt
Total Volunteers30TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,369,749PYContributionsGrantsAmt
CY Contributions Grants$655,888CYContributionsGrantsAmt
PY Program Service Revenue$16,539PYProgramServiceRevenueAmt
CY Program Service Revenue$11,365CYProgramServiceRevenueAmt
PY Investment Income$7,130PYInvestmentIncomeAmt
CY Investment Income$8,654CYInvestmentIncomeAmt
PY Other Revenue-$58,230PYOtherRevenueAmt
CY Other Revenue-$37,692CYOtherRevenueAmt
PY Total Revenue$1,335,188PYTotalRevenueAmt
CY Total Revenue$638,215CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$346,518PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$257,516CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$48,523CYTotalFundraisingExpenseAmt
PY Other Expenses$270,271PYOtherExpensesAmt
CY Other Expenses$312,422CYOtherExpensesAmt
PY Total Expenses$616,789PYTotalExpensesAmt
CY Total Expenses$569,938CYTotalExpensesAmt
PY Revenues Less Expenses$718,399PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$68,277CYRevenuesLessExpensesAmt
Total Assets BOY$30,904,753TotalAssetsBOYAmt
Total Assets EOY$31,089,074TotalAssetsEOYAmt
Total Liabilities BOY$44,319TotalLiabilitiesBOYAmt
Total Liabilities EOY$57,049TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$30,860,434NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$31,032,025NetAssetsOrFundBalancesEOYAmt
MissionTHE ORGANIZATION IS A NON-PROFIT LAND TRUST WHICH PROMOTES THE PROTECTION OF WILDERNESS AND NATURAL RESOURCES IN NORTHWESTERN CONNECTICUT.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$332,812ExpenseAmt
Revenue$11,365RevenueAmt
DescWEANTINOGE HERITAGE LAND TRUST CONTINUALLY MONITORS THROUGHOUT THE YEAR ITS CONSERVATION EASEMENTS AND PROPERTIES.THE ORGANIZATION WORKS TO MAINTAIN GOOD RELATIONSHIPS WITH ADJOINING PROPERTY OWNERS, REVIEWS BASELINE DATA, INSPECTS PROPERTIES AND DOCUMENTS INSPECTIONS ON A REGULAR BASIS.DURING 2013, THE LAND TRUST ACQUIRED 5 NEW CONSERVATION EASEMENTS AND 2 PROPERTIES BY GIFT. AS PART OF THE EASEMENT ACCEPTANCE PROCESS THE LAND TRUST COMPILES AND DOCUMENTS BASELINE DATA FOR THE PROPERTIES IN QUESTION.Desc
Total Program Service Expenses$332,812TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation EasementsYes (1)ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art ContributionYes (1)DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document14IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee9EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CATHERINE RAWSONBusinessNameLine1
FieldValueIRS element (for citing)
Phone8609271927PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15 MAPLE STREETAddressLine1
CityKENTCity
StateCTState
ZIP Code06757ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
HIRAM P WILLIAMS JR
PRESIDENT15.00Yes (X)Yes (X)$0$0$0
JIM MILLSTEIN
TREASURER2.00Yes (X)Yes (X)$0$0$0
KIRSTEN PECKERMAN
VICE PRESIDENT2.00Yes (X)Yes (X)$0$0$0
HELEN LILLIS
SECRETARY2.00Yes (X)Yes (X)$0$0$0
CHRISTINE A FLYNN
RECORDING SECRETARY2.00Yes (X)$0$0$0
LINDA ALLARD
DIRECTOR2.00Yes (X)$0$0$0
ANNE H BASS
DIRECTOR2.00Yes (X)$0$0$0
JOHN M FUNT
DIRECTOR2.00Yes (X)$0$0$0
LISA MAHAR
DIRECTOR2.00Yes (X)$0$0$0
CATHERINE RAWSON
EXECUTIVE DIR. V.P.50.00Yes (X)$110,000$0$11,085
FieldValueIRS element (for citing)
Total Reportable Comp From Org$110,000TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$11,085TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$105,857FundraisingAmt
Government Grants$4,735GovernmentGrantsAmt
All Other Contributions$545,296AllOtherContributionsAmt
Noncash Contributions$198,252NoncashContributionsAmt
Total Contributions$655,888TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescPROGRAM SERVICESDesc
Business541900BusinessCd
Total Revenue Column$11,365TotalRevenueColumnAmt
Related Or Exempt Func Income$11,365RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$11,365TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,065TotalRevenueColumnAmt
Exclusion$8,065ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$1,000RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$1,000RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,000TotalRevenueColumnAmt
Exclusion$1,000ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$36,628SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$36,039SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$589SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$589TotalRevenueColumnAmt
Exclusion$589ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$20,700FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$105,857ContriRptFundraisingEventAmt
Fundraising Direct Expenses$59,392FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$38,692TotalRevenueColumnAmt
Exclusion-$38,692ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$638,215TotalRevenueColumnAmt
Related Or Exempt Func Income$11,365RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$29,038ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$112,015TotalAmt
Program Services$49,303ProgramServicesAmt
Management And General$42,475ManagementAndGeneralAmt
Fundraising$20,237FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$106,835TotalAmt
Program Services$73,772ProgramServicesAmt
Management And General$31,956ManagementAndGeneralAmt
Fundraising$1,107FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$5,886TotalAmt
Program Services$3,310ProgramServicesAmt
Management And General$2,002ManagementAndGeneralAmt
Fundraising$574FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$13,860TotalAmt
Program Services$7,793ProgramServicesAmt
Management And General$4,714ManagementAndGeneralAmt
Fundraising$1,353FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$18,920TotalAmt
Program Services$10,640ProgramServicesAmt
Management And General$6,435ManagementAndGeneralAmt
Fundraising$1,845FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$13,004TotalAmt
Management And General$13,004ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$27,852TotalAmt
Program Services$23,952ProgramServicesAmt
Management And General$3,900ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$23,569TotalAmt
Management And General$23,569ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$48,799TotalAmt
Program Services$25,739ProgramServicesAmt
Management And General$9,744ManagementAndGeneralAmt
Fundraising$13,316FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$13,911TotalAmt
Program Services$637ProgramServicesAmt
Management And General$11,636ManagementAndGeneralAmt
Fundraising$1,638FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$6,611TotalAmt
Program Services$399ProgramServicesAmt
Management And General$6,212ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$22,640TotalAmt
Management And General$22,640ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,074TotalAmt
Management And General$1,074ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$116TotalAmt
Management And General$116ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$4,904TotalAmt
Program Services$2,576ProgramServicesAmt
Management And General$1,844ManagementAndGeneralAmt
Fundraising$484FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$23,869TotalAmt
Program Services$19,752ProgramServicesAmt
Management And General$3,577ManagementAndGeneralAmt
Fundraising$540FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
LAND STEWARDSHIP$94,710$94,710$0$0
DUES AND MEMBERSHIPS$8,503$8,503$0$0
PRINTING$8,153$389$1,984$5,780
EDUCATION & OUTREACH$5,240$5,240$0$0

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$9,467TotalAmt
Program Services$6,097ProgramServicesAmt
Management And General$1,721ManagementAndGeneralAmt
Fundraising$1,649FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$569,938TotalAmt
Program Services$332,812ProgramServicesAmt
Management And General$188,603ManagementAndGeneralAmt
Fundraising$48,523FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$307,702BOYAmt
EOY$121,044EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$410,716BOYAmt
EOY$597,839EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$5,000BOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$13,187BOYAmt
EOY$12,098EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$41,938LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$41,044LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$10,798BOYAmt
EOY$894EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$363,578BOYAmt
EOY$449,042EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$29,793,772BOYAmt
EOY$29,908,157EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$30,904,753BOYAmt
EOY$31,089,074EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$43,018BOYAmt
EOY$57,049EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,301BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$44,319BOYAmt
EOY$57,049EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$30,519,986BOYAmt
EOY$30,658,511EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$340,448BOYAmt
EOY$373,514EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$30,860,434BOYAmt
EOY$31,032,025EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$30,904,753BOYAmt
EOY$31,089,074EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$68,277ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$103,314NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit Committee0AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$463,933CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$597,474CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$557,420CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$544,748CurrentTaxYearMinus1YearAmt
Current Tax Year$467,883CurrentTaxYearAmt
Total$2,631,458TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$463,933CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$597,474CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$557,420CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$544,748CurrentTaxYearMinus1YearAmt
Current Tax Year$467,883CurrentTaxYearAmt
Total$2,631,458TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$780,157SubstantialContributorsTotAmt
Public Support Total170$1,851,301PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$18,319CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,856CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,201CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,384CurrentTaxYearMinus1YearAmt
Current Tax Year$9,065CurrentTaxYearAmt
Total$55,825TotalAmt
FieldValueIRS element (for citing)
Total Support$2,687,283TotalSupportAmt
Gross Receipts Rltd Activities$72,935GrossReceiptsRltdActivitiesAmt
Public Support CY1700.68890PublicSupportCY170Pct
Public Support PY1700.76000PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Preservation Public UseYes (X)PreservationPublicUseInd
Protection Natural HabitatYes (X)ProtectionNaturalHabitatInd
Preservation Open SpaceYes (X)PreservationOpenSpaceInd
Total Easements174TotalEasementsCnt
Total Acreage5269.72TotalAcreageCnt
Modified Easements0ModifiedEasementsCnt
States Easements Held2StatesEasementsHeldCnt
Written Policy MonitoringYes (1)WrittenPolicyMonitoringInd
Staff Hours Spent Enforcement1204.00StaffHoursSpentEnforcementCnt
Expenses Incurred Enforcement$40,709ExpensesIncurredEnforcementAmt

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Contributions$290,424ContributionsAmt
End Year Balance$290,424EndYearBalanceAmt
FieldValueIRS element (for citing)
Term Endowment Balance EOY1.00000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$41,938OtherCostOrOtherBasisAmt
Depreciation$41,044DepreciationAmt
Book Value$894BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$894TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
PRESERVED LAND AND EASEMENTS$29,905,605
MISCELLANEOUS RECEIVABLE$2,552
FieldValueIRS element (for citing)
Total Book Value Other Assets$29,908,157TotalBookValueOtherAssetsAmt
Total Rev Etc Audited Fincl Stmt$669,185TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$103,314NetUnrealizedGainsInvstAmt
Other Revenue-$72,344OtherRevenueAmt
Revenue Not Reported$30,970RevenueNotReportedAmt
Revenue Subtotal$638,215RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$638,215TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$497,594TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$497,594ExpensesSubtotalAmt
Other Expenses Not Included$72,344OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$72,344ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$569,938TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART II, LINE 5:IN 2006, THE BOARD FORMALLY ADOPTED THE LAND TRUST ALLIANCE'S STANDARDS AND PRACTICES, WHICH DICTATES THAT WEANTINOGE HERITAGE LAND TRUST ANNUALLY INSPECT ALL EASEMENTS, PRODUCE WRITTEN DOCUMENTATION OF THE INSPECTION, AND ENFORCE EASEMENTS. ON MAY 18, 2013 THE BOARD ADOPTED A CONSERVATION EASEMENT ENFORCEMENT POLICY. THIS POLICY INCLUDES GUIDELINES FOR RESPONDING TO SUSPECTED EASEMENT VIOLATIONS, POTENTIAL VIOLATIONS REMEDIES AND VIOLATION PREVENTION STRATEGIES.
PART II, LINE 9:DONATED CONSERVATION EASEMENTS ARE VALUED AT ONE DOLLAR EACH FOR FINANCIAL ACCOUNTING AND REPORTING PURPOSES AND ARE INCLUDED WITH GIFTS OF PRESERVATION PROPERTIES. PURCHASED CONSERVATION EASEMENTS ARE ALSO VALUED AT ONE DOLLAR EACH AND THE COST OF THE EASEMENTS ARE REPORTED AS A PROGRAM EXPENSE. CONSERVATION EASEMENT ACQUISITION, MONITORING AND INSPECTION EXPENSES ARE REPORTED AS PROGRAM EXPENSES.
PART XI, LINE 2D - OTHER ADJUSTMENTS:LAND RECORDS ADJUSTMENT INCLUDED IN FINANCIAL STATEMENT TOTAL REVENUE GAINS & SUPPORT -72,344.
PART XII, LINE 4B - OTHER ADJUSTMENTS:LAND RECORDS ADJUSTMENT INCLUDED IN FINANCIAL STATEMENT TOTAL REVENUE GAINS & SUPPORT 72,344.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Name Of Event1SUMMER SOCIAL EVENTNameOfEvent1Amt
Gross Receipts Event1$126,557GrossReceiptsEvent1Amt
Charitable Contri Event1$105,857CharitableContriEvent1Amt
Gross Revenue Event1$20,700GrossRevenueEvent1Amt
Rent Facility Costs Event1$28,919RentFacilityCostsEvent1Amt
Food And Beverage Event1$29,554FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$919OtherDirectExpensesEvent1Amt
Gross Receipts Total$126,557GrossReceiptsTotalAmt
Charitable Contributions Tot$105,857CharitableContributionsTotAmt
Gross Revenue Total Events$20,700GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$28,919RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$29,554FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$919OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$59,392DirectExpenseSummaryEventsAmt
Net Income Summary-$38,692NetIncomeSummaryAmt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$10,247NoncashContributionsRptF990Amt
Method Of Determining RevenuesMARKET PRICEMethodOfDeterminingRevenuesTxt

Qualified Contrib Other QualifiedContribOtherGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution7ContributionCnt
Noncash Contributions Rpt F990$188,005NoncashContributionsRptF990Amt
Method Of Determining RevenuesEASEMENTS=$1,FEE=FMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 33:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION RECEIVED 5 CONSERVATION EASEMENTS AND 2 FEE GIFTS DURING 2013. THE ORGANIZATION HAS A POLICY OF RECORDING CONSERVATION EASEMENTS AT ONE DOLLAR ($1) CONSIDERING THAT THEY HAVE NO INDEPENDENT MARKET VALUE. LINE 31 - THE ORGANIZATION HAS CONSERVATION EASEMENT AND LAND GIFT ACCEPTANCE POLICIES. IN ADDITION, THE ORGANIZATION IS IN THE PROCESS OF ADOPTING A GIFT ACCEPTANCE POLICY FOR ALL OTHER CASH AND NONCASH GIFTS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2BOARD MEMBERS HIRAM WILLIAMS AND JIM MILLSTEIN HAVE A BUSINESS RELATIONSHIP.
FORM 990, PART VI, SECTION A, LINE 8BTHE ORGANIZATION DOCUMENTS ALL COMMITTEE MEETINGS WITH WRITTEN MINUTES OR WRITTEN ACTIONS. NO COMMITTEE HAS AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR, TREASURER AND PRESIDENT ON BEHALF OF THE BOARD OF DIRECTORS PRIOR TO FILING. ALL BOARD MEMBERS ARE PROVIDED WITH A COPY OF THE FORM 990 PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE ORGANIZATION'S BY-LAWS REQUIRE THAT EACH INTERESTED PERSON(AS DEFINED IN THE BY-LAWS) SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT THE PERSON HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, AGREES TO COMPLY, HAS COMPLIED AND IS IN COMPLIANCE WITH THE POLICY, WILL DISCLOSE TO THE BOARD OF DIRECTORS THE EXISTENCE OF A FINANCIAL INTEREST IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST AND UNDERSTANDS THAT THE ORGANIZATION IS A CHARITABLE ORGANIZATION AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION, IT MUST ENGAGE SOLELY IN ACTIVITIES WHICH ACCOMPLISH ITS TAX-EXEMPT PURPOSE.
FORM 990, PART VI, SECTION B, LINE 15ATHE BOARD OF DIRECTORS DETERMINES THE COMPENSATION OF THE EXECUTIVE DIRECTOR THROUGH ITS BUDGETARY PROCESS. IN CONSIDERING COMPENSATION THE BOARD EXAMINES INFORMATION OBTAINED FROM OTHER SIMILAR ENTITIES. THE BOARD MINUTES PROVIDE CONTEMPORANEOUS SUBSTANTIATION OF THE BOARD'S DECISION.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST.

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.