WEST WISCONSIN LAND TRUST INC: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
WEST WISCONSIN LAND TRUST INC (EIN 39-1618389)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-13
IRS object ID
201441339349303489
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)
Return2014-05-13T13:49:32-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390974031PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WEGNER CPAS LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12110 LUANN LNAddressLine1
CityMADISONCity
StateWIState
ZIP Code537133074ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391618389EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WEST WISCONSIN LAND TRUST INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlWESTBusinessNameControlTxt
Phone7152358850PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 MAIN ST E NO 307AddressLine1
CityMENOMONIECity
StateWIState
ZIP Code547512513ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT FITZWILLIAMPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone7152358850PhoneNum
Signature2014-04-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRUCE MAYER CPAPreparerPersonNm
PTINP00187180PTIN
Phone6082744020PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerROBERT FITZWILLIAMPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 MAIN ST E NO 307AddressLine1
CityMENOMONIECity
StateWIState
ZIP Code547512513ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$1,545,066GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.WWLT.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1987FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionTHE MISSION OF THE WEST WISCONSIN LAND TRUST IS TO PRESERVE THE NATURAL CHARACTER OF WESTERN WISCONSIN.ActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee7TotalEmployeeCnt
Total Volunteers20TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$303,008PYContributionsGrantsAmt
CY Contributions Grants$1,480,804CYContributionsGrantsAmt
PY Program Service Revenue$57,811PYProgramServiceRevenueAmt
CY Program Service Revenue$30,928CYProgramServiceRevenueAmt
PY Investment Income$30PYInvestmentIncomeAmt
CY Investment Income-$34,766CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$360,849PYTotalRevenueAmt
CY Total Revenue$1,476,966CYTotalRevenueAmt
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$252,580PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$255,570CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$52,178CYTotalFundraisingExpenseAmt
PY Other Expenses$96,556PYOtherExpensesAmt
CY Other Expenses$107,163CYOtherExpensesAmt
PY Total Expenses$349,136PYTotalExpensesAmt
CY Total Expenses$362,733CYTotalExpensesAmt
PY Revenues Less Expenses$11,713PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,114,233CYRevenuesLessExpensesAmt
Total Assets BOY$3,264,939TotalAssetsBOYAmt
Total Assets EOY$4,395,660TotalAssetsEOYAmt
Total Liabilities BOY$119,725TotalLiabilitiesBOYAmt
Total Liabilities EOY$128,412TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,145,214NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,267,248NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE MISSION OF THE WEST WISCONSIN LAND TRUST, INC. IS TO PRESERVE WESTERN WISCONSIN'S NATURAL CHARACTER BY INFORMING, FACILITATING, AND PARTNERING WITH PRIVATE LANDOWNERS, COMMUNITIES, AND LOCAL GOVERNMENTS TO PROTECT VALUABLE LAND.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$232,463ExpenseAmt
Revenue$30,928RevenueAmt
DescWEST WISCONSIN LAND TRUST ACHIEVES ITS MISSION BY PERMANENTLY PROTECTING IMPORTANT CONSERVATION LANDS THROUGH CONSERVATION EASEMENTS AND OTHER LAND PROTECTION TOOLS, BY MANAGING AND MONITORING PROTECTED LANDS, BY ASSISTING OTHERS IN DEVELOPING AND ADVANCING LAND PROTECTION STRATEGIES AND BY PROMOTING THE PRESERVATION OF WISCONSIN'S UNIQUE NATURAL RESOURCES. TO DATE, WEST WISCONSIN LAND TRUST HAS COMPLETED MORE THAN 200 CONSERVATION LAND PROJECTS PROTECTING APPROXIMATELY 23,600 ACRES OF LAND AND ASSISTED IN THE PROTECTION OF THOUSANDS OF ADDITIONAL ACRES OF LAND. DURING 2013, WEST WISCONSIN LAND TRUST CONTINUED TO PROVIDE PROTECTION FOR THE 6 NATURE PRESERVES IT OWNS AND THE 175 CONSERVATION EASEMENTS IT HOLDS BY MONITORING AND MANAGING THOSE LANDS AND EASEMENTS WHILE ENGAGING IN EXTENSIVE STRATEGIC PLANNING, CONFIRMING ITS COMMITMENT TO LAND CONSERVATION IN WESTERN WISCONSIN.Desc
Total Program Service Expenses$232,463TotalProgramServiceExpensesAmt
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 LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee7EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
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 Members10GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower 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 FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonLAURA KRACUMPersonNm
Phone7152358850PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 MAIN ST E STE 307AddressLine1
CityMENOMONIECity
StateWIState
ZIP Code547512513ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
LAURA KRACUM
PRESIDENT2.00Yes (X)Yes (X)$0$0$0
PETER VAUGHAN
VICE PRESIDENT2.00Yes (X)Yes (X)$0$0$0
WILLIAM ROGERS
TREASURER2.00Yes (X)Yes (X)$0$0$0
JUDY ALDRIAN
SECRETARY2.00Yes (X)Yes (X)$0$0$0
EDWARD BIXBY
DIRECTOR2.00Yes (X)$0$0$0
JOHN GOETZ
DIRECTOR2.00Yes (X)$0$0$0
LARRY JOST
DIRECTOR2.00Yes (X)$0$0$0
TISH KEAHNA
DIRECTOR2.00Yes (X)$0$0$0
BRUCE MOSS
DIRECTOR2.00Yes (X)$0$0$0
STEPHEN YANISCH
DIRECTOR2.00Yes (X)$0$0$0
ROBERT FITZWILLIAM
EXECUTIVE DIRECTOR40.00Yes (X)$60,641$0$12,239
FieldValueIRS element (for citing)
Total Reportable Comp From Org$60,641TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$12,239TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Government Grants$13,024GovernmentGrantsAmt
All Other Contributions$1,467,780AllOtherContributionsAmt
Noncash Contributions$377,268NoncashContributionsAmt
Total Contributions$1,480,804TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescOTHER PROGRAM SERVICESDesc
Business712190BusinessCd
Total Revenue Column$30,928TotalRevenueColumnAmt
Related Or Exempt Func Income$30,928RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$30,928TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$142TotalRevenueColumnAmt
Exclusion$142ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Other$33,192OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$68,100OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other-$34,908OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$34,908TotalRevenueColumnAmt
Exclusion-$34,908ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,476,966TotalRevenueColumnAmt
Related Or Exempt Func Income$30,928RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$34,766ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$72,880TotalAmt
Program Services$45,382ProgramServicesAmt
Management And General$15,713ManagementAndGeneralAmt
Fundraising$11,785FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$148,801TotalAmt
Program Services$92,657ProgramServicesAmt
Management And General$32,083ManagementAndGeneralAmt
Fundraising$24,061FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$15,198TotalAmt
Program Services$9,464ProgramServicesAmt
Management And General$3,277ManagementAndGeneralAmt
Fundraising$2,457FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$18,691TotalAmt
Program Services$11,639ProgramServicesAmt
Management And General$4,030ManagementAndGeneralAmt
Fundraising$3,022FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,774TotalAmt
Program Services$1,774ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$14,357TotalAmt
Management And General$14,357ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$17,201TotalAmt
Program Services$9,807ProgramServicesAmt
Fundraising$7,394FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$343TotalAmt
Fundraising$343FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$20,951TotalAmt
Program Services$14,668ProgramServicesAmt
Management And General$4,819ManagementAndGeneralAmt
Fundraising$1,464FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$22,646TotalAmt
Program Services$20,474ProgramServicesAmt
Management And General$1,665ManagementAndGeneralAmt
Fundraising$507FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$9,825TotalAmt
Program Services$9,334ProgramServicesAmt
Fundraising$491FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,761TotalAmt
Program Services$1,933ProgramServicesAmt
Management And General$635ManagementAndGeneralAmt
Fundraising$193FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,176TotalAmt
Program Services$823ProgramServicesAmt
Management And General$270ManagementAndGeneralAmt
Fundraising$83FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$11,319TotalAmt
Program Services$11,141ProgramServicesAmt
Management And General$137ManagementAndGeneralAmt
Fundraising$41FundraisingAmt

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$4,810TotalAmt
Program Services$3,367ProgramServicesAmt
Management And General$1,106ManagementAndGeneralAmt
Fundraising$337FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$362,733TotalAmt
Program Services$232,463ProgramServicesAmt
Management And General$78,092ManagementAndGeneralAmt
Fundraising$52,178FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$23,999BOYAmt
EOY$44,793EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$51,181BOYAmt
EOY$880,734EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$11,350EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$34,739BOYAmt
EOY$38,901EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$3,355,622LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$11,141LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$3,083,957BOYAmt
EOY$3,344,481EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,463BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$67,600BOYAmt
EOY$75,401EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,264,939BOYAmt
EOY$4,395,660EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$22,725BOYAmt
EOY$36,412EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$97,000BOYAmt
EOY$92,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$119,725BOYAmt
EOY$128,412EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$27,560BOYAmt
EOY$59,306EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,117,654BOYAmt
EOY$4,207,942EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,145,214BOYAmt
EOY$4,267,248EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,264,939BOYAmt
EOY$4,395,660EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$1,114,233ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$7,801OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,663,556CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$440,576CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$318,995CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$303,008CurrentTaxYearMinus1YearAmt
Current Tax Year$1,480,804CurrentTaxYearAmt
Total$6,206,939TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,663,556CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$440,576CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$318,995CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$303,008CurrentTaxYearMinus1YearAmt
Current Tax Year$1,480,804CurrentTaxYearAmt
Total$6,206,939TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$900,220SubstantialContributorsTotAmt
Public Support Total170$5,306,719PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,363CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,614CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,310CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$30CurrentTaxYearMinus1YearAmt
Current Tax Year$142CurrentTaxYearAmt
Total$13,459TotalAmt
FieldValueIRS element (for citing)
Total Support$6,220,398TotalSupportAmt
Gross Receipts Rltd Activities$212,800GrossReceiptsRltdActivitiesAmt
Public Support CY1700.85310PublicSupportCY170Pct
Public Support PY1700.99190PublicSupportPY170Pct
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 Easements175TotalEasementsCnt
Total Acreage20799.00TotalAcreageCnt
Historic Structure Easements0HistoricStructureEasementsCnt
Historic Strctr Easements Aftr0HistoricStrctrEasementsAftrCnt
Modified Easements0ModifiedEasementsCnt
States Easements Held1StatesEasementsHeldCnt
Written Policy MonitoringYes (1)WrittenPolicyMonitoringInd
Staff Hours Spent Enforcement1425.00StaffHoursSpentEnforcementCnt
Expenses Incurred Enforcement$77,250ExpensesIncurredEnforcementAmt

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$67,600BeginningYearBalanceAmt
Investment Earnings Or Losses$12,180InvestmentEarningsOrLossesAmt
Other Expenditures$3,275OtherExpendituresAmt
Administrative Expenses$1,104AdministrativeExpensesAmt
End Year Balance$75,401EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$63,508BeginningYearBalanceAmt
Investment Earnings Or Losses$7,898InvestmentEarningsOrLossesAmt
Other Expenditures$2,777OtherExpendituresAmt
Administrative Expenses$1,029AdministrativeExpensesAmt
End Year Balance$67,600EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$66,116BeginningYearBalanceAmt
Investment Earnings Or Losses$974InvestmentEarningsOrLossesAmt
Other Expenditures$2,609OtherExpendituresAmt
Administrative Expenses$973AdministrativeExpensesAmt
End Year Balance$63,508EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$60,001BeginningYearBalanceAmt
Investment Earnings Or Losses$6,898InvestmentEarningsOrLossesAmt
Other Expenditures$295OtherExpendituresAmt
Administrative Expenses$488AdministrativeExpensesAmt
End Year Balance$66,116EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$31,712BeginningYearBalanceAmt
Contributions$25,304ContributionsAmt
Investment Earnings Or Losses$3,442InvestmentEarningsOrLossesAmt
Administrative Expenses$457AdministrativeExpensesAmt
End Year Balance$60,001EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY1.00000BoardDesignatedBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,340,900OtherCostOrOtherBasisAmt
Book Value$3,340,900BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$14,722OtherCostOrOtherBasisAmt
Depreciation$11,141DepreciationAmt
Book Value$3,581BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$3,344,481TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescPROVISION FOR REPAYMENT OF CONTRACT FUNDSDesc
Amt$92,000Amt
FieldValueIRS element (for citing)
Total Liability$92,000TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART II, LINE 3:CONSERVATION EASEMENTS ACCEPTED OR PURCHASED BY THE TRUST ARE NOT RECOGNIZED AS ASSETS OR REVENUE IN THE FINANCIAL STATEMENTS BECAUSE THE TRUST DOES NOT HOLD FEE TITLE TO THESE PROPERTIES AND THERE ARE NO EXPECTED FUTURE ECONOMIC BENEFITS ASSOCIATED WITH THE EASEMENTS. IN ADDITION, CONSERVATION EASEMENTS CARRY SIGNIFICANT OBLIGATIONS TO MONITOR AND DEFEND THEIR TERMS. IF PURCHASED, THE COSTS OF CONSERVATION EASEMENTS ARE EXPENSED WHEN THE EASEMENTS ARE ACQUIRED.
PART V, LINE 4:THE INCOME FROM THE ENDOWMENT ASSETS CAN BE USED TO SUPPORT THE TRUST'S GENERAL ACTIVITIES.

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution5ContributionCnt
Noncash Contributions Rpt F990$47,468NoncashContributionsRptF990Amt
Method Of Determining RevenuesQUOTED MARKET PRICESMethodOfDeterminingRevenuesTxt

Qualified Contrib Other QualifiedContribOtherGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$329,800NoncashContributionsRptF990Amt
Method Of Determining RevenuesQUALIFIED APPRAISALMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, COLUMN (B):THE TRUST IS REPORTING THE NUMBER OF CONTRIBUTIONS IN COLUMN (B).
PART I, LINE 32B:THE TRUST HAS FROM TIME TO TIME USED REALTORS OR OTHER REAL ESTATE PROFESSIONALS TO SELL LAND THAT HAS BEEN CONTRIBUTED TO THE TRUST. LAND IS GENERALLY SOLD WITH APPROPRIATE CONSERVATION RESTRICTIONS IN PLACE TO PROTECT ANY IDENTIFIED CONSERVATION VALUE. SECURITIES CONTRIBUTED TO THE TRUST ARE PROCESSED AND SOLD BY A LOCAL INVESTMENT BROKER AS SOON AS POSSIBLE AFTER THE SECURITIES ARE RECIEVED.
PART I, LINE 33:CONSERVATION EASEMENTS ACCEPTED OR PURCHASED BY THE WEST WISCONSIN LAND TRUST ARE NOT RECOGNIZED AS ASSETS OR REVENUE BECAUSE THE TRUST DOES NOT HOLD FEE TITLE TO THESE PROPERTIES AND THERE ARE NO EXPECTED FUTURE ECONOMIC BENEFITS ASSOCIATED WITH THE EASEMENTS. IN ADDITION, CONSERVATION EASEMENTS CARRY SIGNIFICANT OBLIGATIONS TO MONITOR AND DEFEND THEIR TERMS. IF PURCHASED, THE COSTS OF CONSERVATION EASEMENTS ARE EXPENSED WHEN THE EASEMENTS ARE ACQUIRED.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11THE PREPARED FORM 990 IS REVIEWED BY THE PRESIDENT AND THE TREASURER WITH THE EXECUTIVE DIRECTOR AND A COPY OF THE RETURN IS MADE AVAILABLE TO ALL MEMBERS OF THE GOVERNING BODY BEFORE IT IS FILED WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CTHE MEMBERS OF THE GOVERNING BODY REVIEW AND MAKE DECISIONS REGARDING ALL INTERESTS THAT COULD GIVE RISE TO CONFLICTS AND ACTUAL CONFLICTS OF DIRECTORS AND SIGNIFICANT INTERESTS OR CONFLICTS OF EMPLOYEES. OTHER INTERESTS OR CONFLICTS OF EMPLOYEES ARE HANDLED BY THE EXECUTIVE DIRECTOR. ANY PERSON WITH A CONFLICT MAY NOT BE PRESENT AT OR OTHERWISE PARTICIPATE IN THE DISCUSSIONS REGARDING THE TRANSACTION.
FORM 990, PART VI, SECTION B, LINE 15ATHE PRESIDENT OF THE GOVERNING BODY ANNUALLY EVALUATES THE PERFORMANCE OF THE EXECUTIVE DIRECTOR USING INPUT FROM THE OTHER DIRECTORS. THE EXECUTIVE DIRECTOR'S COMPENSATION IS DETERMINED USING COMPENSATION DATA FOR COMPARABLE POSITIONS AT SIMILAR ORGANIZATIONS.
FORM 990, PART VI, SECTION C, LINE 19AUDITED FINANCIAL STATEMENTS ARE ON FILE WITH THE WISCONSIN DEPARTMENT OF FINANCIAL INSTITUTIONS AND WITH THE MINNESOTA OFFICE OF THE ATTORNEY GENERAL. OTHER FINANCIAL DATA IS WIDELY DISTRIBUTED TO MEMBERS AND OTHER INTERESTED PARTIES THROUGH THE TRUST'S ANNUAL REPORT. THE TRUST'S GOVERNING DOCUMENTS AND POLICIES ARE MADE AVAILABLE UPON REQUEST ON A CASE BY CASE BASIS.
FORM 990, PART XI, LINE 9:CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY ST. CROIX VALLEY COMMUNITY 7,801.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1WWLT-REAL ESTATE HOLDINGS LLCBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 MAIN ST E STE 307AddressLine1
CityMENOMONIECity
StateWIState
ZIP Code547512513ZIPCode
FieldValueIRS element (for citing)
EIN260247560EIN
Primary ActivitiesHOLD TITLE TO PROPERTYPrimaryActivitiesTxt
Legal Domicile StateWILegalDomicileStateCd
Total Income$0TotalIncomeAmt
End Of Year Assets$360,000EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1WEST WISCONSIN LAND TRUST INCBusinessNameLine1

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1MARY E FITZ MEMORIAL PARK TRUSTBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 MAIN ST E STE 307AddressLine1
CityMENOMONIECity
StateWIState
ZIP Code547512513ZIPCode
FieldValueIRS element (for citing)
EIN396734720EIN
Primary ActivitiesOWN AND MANAGE 80 ACRE NATURAL AREAPrimaryActivitiesTxt
Legal Domicile StateWILegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusPFPublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1WEST WISCONSIN LAND TRUST INCBusinessNameLine1
FieldValueIRS element (for citing)
Controlled OrganizationYes (1)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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