THE CONSERVATION FUND A NONPROFIT CORPORATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE CONSERVATION FUND A NONPROFIT CORPORATION (EIN 52-1388917)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-04-23
- IRS object ID
- 201311139349300521
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-04-23T13:56:12-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341862269 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 BETHESDA METRO CENTER SUITE 600 | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 20814 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521388917 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CONSERVATION FUND A NONPROFIT CORPORATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CONS | NameControl |
| Phone | 7035256300 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1655 N FORT MYER DRIVE NO 1300 | AddressLine1 |
| City | ARLINGTON | City |
| State | VA | State |
| ZIP Code | 222093199 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID PHILLIPS JR | Name |
| Title | TREASURER | Title |
| Phone | 7035256300 | Phone |
| Date Signed | 2013-04-22 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFFREY E SABOT | Name |
| PTIN | P00159255 | PTIN |
| Phone | 3019513636 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DAVID PHILLIPS JR | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1655 N FORT MYER DR | AddressLine1 |
| City | ARLINGTON | City |
| State | VA | State |
| ZIP Code | 22209 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 179382974 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CONSERVATIONFUND.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1985 | YearFormation |
| State Legal Domicile | MD | StateLegalDomicile |
| Activity Or Mission Description | SEE SCHEDULE O. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 152 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 118988923 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 110117995 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 122719569 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 68564534 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 667646 | InvestmentIncomePriorYear |
| Investment Income Current Year | 700445 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 242376138 | TotalRevenuePriorYear |
| Total Revenue Current Year | 179382974 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 852530 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3795798 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 14988256 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 15064238 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1921568 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 178400115 | OtherExpensePriorYear |
| Other Expenses Current Year | 118734112 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 194240901 | TotalExpensesPriorYear |
| Total Expenses Current Year | 137594148 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 48135237 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 41788826 | RevenuesLessExpensesCY |
| Total Assets BOY | 494874180 | TotalAssetsBOY |
| Total Assets EOY | 537183832 | TotalAssetsEOY |
| Total Liabilities BOY | 67714916 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 68235741 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 427159264 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 468948091 | NetAssetsOrFundBalancesEOY |
| Mission Description | SEE SCHEDULE O. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 132468606 | Expense |
| Grants | 3795798 | Grants |
| Revenue | 68720781 | Revenue |
| Description | THE CONSERVATION FUND IS A NATIONAL NONPROFIT ORGANIZATION DEDICATED TO PROTECTING AMERICA'S MOST IMPORTANT LANDSCAPES AND WATERWAYS FOR FUTURE GENERATIONS. THE FUND PIONEERS A BALANCED APPROACH TO CONSERVATION, ONE THAT BLENDS ENVIRONMENTAL AND ECONOMIC GOALS AND OBJECTIVES. SINCE ITS FOUNDING IN 1985, THE FUND HAS HELPED ITS PARTNERS SAFEGUARD WILDLIFE HABITAT, WORKING FARMS AND FORESTS, COMMUNITY GREENSPACE AND HISTORIC SITES TOTALING MORE THAN 7 MILLION ACRES NATIONWIDE. | Description |
| Total Program Service Expense | 132468606 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 1 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 1 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 275 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 152 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 1 | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 6 | NumberOf8282Filed |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | HI | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL COX | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7035256300 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1655 N FORT MYER DRIVE STE 1300 | AddressLine1 |
| City | ARLINGTON | City |
| State | VA | State |
| ZIP Code | 222093199 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (43 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Average Hours Per Week RelatedAverageHoursPerWeekRelated | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| J RUTHERFORD SEYDEL II | ||||||||
| CHAIRMAN | 3.00 | X | 0 | 0 | 0 | |||
| R MICHAEL LEONARD | ||||||||
| VICE CHAIRMAN | 3.00 | X | 0 | 0 | 0 | |||
| GEORGE A RANNEY JR | ||||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |||
| KAY KELLEY ARNOLD | ||||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |||
| B FRANCIS SAUL III | ||||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |||
| SYLVIA A EARLE | ||||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |||
| GEORGINA A MORENO | ||||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |||
| GRAY N THORNTON | ||||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |||
| JAMES M WHITEHURST | ||||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |||
| STEPHEN A ELBERT | ||||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |||
| KENNETH OLDEN | ||||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |||
| PAUL E HAGEN | ||||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |||
| JOHN WINTHROP JR | ||||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |||
| G WILSON HUGHES | ||||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |||
| C PORTER SCHUTT III | ||||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |||
| LAWRENCE A SELZER | ||||||||
| PRESIDENT & CEO | 36.50 | 431292 | 0 | 78459 | 1.00 | X | ||
| DAVID K PHILLIPS JR | ||||||||
| EXECUTIVE VP AND CFO | 31.50 | 274499 | 0 | 39338 | 6.00 | X | ||
| SYDNEY S MACY | ||||||||
| SENIOR VICE PRESIDENT | 37.50 | 213889 | 0 | 43028 | X | |||
| RICHARD L ERDMANN | ||||||||
| EXECUTIVE VP & GEN. COUNSE | 34.50 | 335197 | 0 | 44408 | 3.00 | X | ||
| JOSEPH A HANKINS | ||||||||
| VICE PRESIDENT | 36.50 | 158585 | 0 | 30179 | 1.00 | X | ||
| BETH ANN BURNS | ||||||||
| ASSISTANT SECRETARY | 37.50 | 86755 | 0 | 17055 | X | |||
| REX R BONER | ||||||||
| VICE PRESIDENT | 37.50 | 138417 | 0 | 11824 | X | |||
| MARK W ELSBREE | ||||||||
| VICE PRESIDENT | 37.50 | 168573 | 0 | 34591 | X | |||
| ERIK J MEYERS | ||||||||
| VICE PRESIDENT | 34.50 | 172939 | 0 | 22511 | 3.00 | X | ||
| JODI R O'DAY | ||||||||
| VICE PRESIDENT | 34.50 | 192455 | 0 | 23721 | 3.00 | X | ||
| MATTHEW S SEXTON | ||||||||
| VICE PRESIDENT | 37.50 | 162373 | 0 | 33811 | X | |||
| DANIEL SAKURA | ||||||||
| VICE PRESIDENT | 37.50 | 77840 | 0 | 6880 | X | |||
| KATHRYN BROWN | ||||||||
| VICE PRESIDENT | 37.50 | 140110 | 0 | 22431 | X | |||
| MARGARET A MCCANTS | ||||||||
| SECRETARY | 37.50 | 99900 | 0 | 16601 | X | |||
| ELIZABETH ENGLE | ||||||||
| ASST. SECRETARY/ASSOC. COU | 36.50 | 129271 | 0 | 18331 | 1.00 | X | ||
| EVAN H SMITH | ||||||||
| VICE PRESIDENT | 37.50 | 136974 | 0 | 31255 | X | |||
| MICHELE J SAGER | ||||||||
| VICE PRESIDENT | 34.50 | 121064 | 0 | 31938 | 3.00 | X | ||
| BLAINE T PHILLIPS JR | ||||||||
| VICE PRESIDENT | 37.50 | 157314 | 0 | 35009 | X | |||
| ALISA BORLAND | ||||||||
| VICE PRESIDENT | 37.50 | 125565 | 0 | 23081 | X | |||
| KRIS HOELLEN | ||||||||
| VICE PRESIDENT | 37.50 | 131332 | 0 | 28206 | X | |||
| THOMAS DUFFUS | ||||||||
| VICE PRESIDENT | 37.50 | 127484 | 0 | 12783 | X | |||
| SCOTT M TISON | ||||||||
| ASSISTANT SECRETARY | 36.50 | 79681 | 0 | 7915 | 1.00 | X | ||
| PAUL F HURT | ||||||||
| ASST SECRETARY & DEPUTY GC | 36.50 | 189652 | 0 | 35475 | 1.00 | X | ||
| PATRICK NOONAN | ||||||||
| CHAIRMAN EMERITUS | 37.50 | 159609 | 0 | 34048 | X | |||
| CHRIS KELLY | ||||||||
| CALIFORNIA PROGRAM DIRECTO | 37.50 | 178347 | 0 | 33548 | X | |||
| STEVEN SUMMERFELT | ||||||||
| DIRECTOR OF AQUACULTURE RE | 37.50 | 143407 | 0 | 37418 | X | |||
| RICHARD LUDINGTON | ||||||||
| SR. ASSOCIATE, NC STATE OF | 37.50 | 199770 | 0 | 28201 | X | |||
| SCOTT FERGUSON | ||||||||
| PROGRAM DIRECTOR | 37.50 | 134096 | 0 | 36198 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 4666390 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 818243 | TotalOtherCompensation |
| Number Individuals GT100 K | 24 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| ALLAN C BEEZLEY PC | |||||
| 1928 14TH ST 300 | BOULDER | CO | 80302 | LEGAL COUNSEL | 203644 |
| MICHAEL R FORD | |||||
| 7753 SPANISH LAKE DRIVE | LAS VEGAS | NV | 89113 | CONTRACTUAL | 164000 |
| MAYER HOFFMAN MCCANN PCCBIZ MHM LLC | |||||
| 3 BETHESDA METRO CENTER | BETHESDA | MD | 20814 | AUDITING/TAX | 141308 |
| THOMAS MACY | |||||
| 3367 SUNSHINE CANYON DRIVE | BOULDER | CO | 80302 | CONTRACTUAL | 117128 |
| BARRY STUBBS | |||||
| 1540 FOOTHILL VILLAGE DR | HENDERSON | NV | 89012 | CONTRACTUAL | 103183 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Federated Campaigns | 265949 | FederatedCampaigns |
| Government Grants | 19811229 | GovernmentGrants |
| All Other Contributions | 90040817 | AllOtherContributions |
| Total Contributions | 110117995 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| SALE OF DEMO PROJECTS | 531390 | 41864310 | 41864310 |
| ROYALTY INC-DEMO PROJ. | 531390 | 13525029 | 13525029 |
| CONTRACT INCOME | 531390 | 11659175 | 11659175 |
| INT INC-DEMO PROJECTS | 531390 | 947043 | 947043 |
| RENT/LEASE INCOME | 531390 | 253290 | 253290 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 315687 | TotalRevenueColumn |
| Related Or Exempt Function Income | 315687 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 68564534 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 544198 | TotalRevenueColumn |
| Exclusion | $544,198 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 156247 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 156247 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 156247 | TotalRevenueColumn |
| Exclusion | $156,247 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 179382974 | TotalRevenueColumn |
| Related Or Exempt Function Income | 68564534 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $700,445 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3795798 | Total |
| Program Services | 3795798 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5056787 | Total |
| Program Services | 4260834 | ProgramServices |
| Management And General | 414671 | ManagementAndGeneral |
| Fundraising | 381282 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7375206 | Total |
| Program Services | 5546970 | ProgramServices |
| Management And General | 1256754 | ManagementAndGeneral |
| Fundraising | 571482 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 598792 | Total |
| Program Services | 217644 | ProgramServices |
| Management And General | 245572 | ManagementAndGeneral |
| Fundraising | 135576 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1245926 | Total |
| Program Services | 1006188 | ProgramServices |
| Management And General | 153999 | ManagementAndGeneral |
| Fundraising | 85739 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 787527 | Total |
| Program Services | 645374 | ProgramServices |
| Management And General | 91499 | ManagementAndGeneral |
| Fundraising | 50654 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 132994 | Total |
| Program Services | 122846 | ProgramServices |
| Management And General | 6964 | ManagementAndGeneral |
| Fundraising | 3184 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 396363 | Total |
| Program Services | 291239 | ProgramServices |
| Management And General | 59571 | ManagementAndGeneral |
| Fundraising | 45553 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 109670 | Total |
| Program Services | 80583 | ProgramServices |
| Management And General | 16483 | ManagementAndGeneral |
| Fundraising | 12604 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 196619 | Total |
| Program Services | 185641 | ProgramServices |
| Management And General | 4737 | ManagementAndGeneral |
| Fundraising | 6241 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6810166 | Total |
| Program Services | 6198996 | ProgramServices |
| Management And General | 395616 | ManagementAndGeneral |
| Fundraising | 215554 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 858103 | Total |
| Program Services | 708007 | ProgramServices |
| Management And General | 95280 | ManagementAndGeneral |
| Fundraising | 54816 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 127634 | Total |
| Program Services | 90357 | ProgramServices |
| Management And General | 23629 | ManagementAndGeneral |
| Fundraising | 13648 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1101079 | Total |
| Program Services | 805362 | ProgramServices |
| Management And General | 188046 | ManagementAndGeneral |
| Fundraising | 107671 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1066373 | Total |
| Program Services | 932072 | ProgramServices |
| Management And General | 83872 | ManagementAndGeneral |
| Fundraising | 50429 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 108701 | Total |
| Program Services | 95830 | ProgramServices |
| Management And General | 8502 | ManagementAndGeneral |
| Fundraising | 4369 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1149714 | Total |
| Program Services | 1087535 | ProgramServices |
| Management And General | 24915 | ManagementAndGeneral |
| Fundraising | 37264 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 113334 | Total |
| Program Services | 104614 | ProgramServices |
| Management And General | 6034 | ManagementAndGeneral |
| Fundraising | 2686 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 235997 | Total |
| Program Services | 190266 | ProgramServices |
| Management And General | 29135 | ManagementAndGeneral |
| Fundraising | 16596 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| BK VAL-LAND TRANSFERRED | 98080866 | 98080866 | ||
| EXTERNAL TRANSFER | 4640387 | 4640387 | ||
| ACQUISITIONS & PROGRAM | 1542970 | 1477233 | 8977 | 56760 |
| LOAN LOSS RESERVE | 702634 | 648507 | 37500 | 16627 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1360508 | Total |
| Program Services | 1255457 | ProgramServices |
| Management And General | 52218 | ManagementAndGeneral |
| Fundraising | 52833 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 137594148 | Total |
| Program Services | 132468606 | ProgramServices |
| Management And General | 3203974 | ManagementAndGeneral |
| Fundraising | 1921568 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 95060667 | BOY |
| EOY | 137104267 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14910447 | BOY |
| EOY | 4410414 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 238071 | BOY |
| EOY | 247361 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2295086 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1375010 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 968797 | BOY |
| EOY | 920076 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11462227 | BOY |
| EOY | 17012946 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35353594 | BOY |
| EOY | 37634001 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 336880377 | BOY |
| EOY | 339854767 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 494874180 | BOY |
| EOY | 537183832 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4987532 | BOY |
| EOY | 5880985 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 625706 | BOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44702378 | BOY |
| EOY | 45673291 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17399300 | BOY |
| EOY | 16681465 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67714916 | BOY |
| EOY | 68235741 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 246518636 | BOY |
| EOY | 275659353 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 99240518 | BOY |
| EOY | 111289401 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81400110 | BOY |
| EOY | 81999337 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 427159264 | BOY |
| EOY | 468948091 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 494874180 | BOY |
| EOY | 537183832 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 41788826 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 102346700 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 107775505 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 66073636 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 118988923 | CurrentTaxYearMinus1Year |
| Current Tax Year | 110117995 | CurrentTaxYear |
| Total | 505302759 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 102346700 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 107775505 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 66073636 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 118988923 | CurrentTaxYearMinus1Year |
| Current Tax Year | 110117995 | CurrentTaxYear |
| Total | 505302759 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 47526453 | AmountsSubstContributorsTotal |
| Public Support Total170 | 457776306 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2272642 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 795804 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 359079 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 667646 | CurrentTaxYearMinus1Year |
| Current Tax Year | 544198 | CurrentTaxYear |
| Total | 4639369 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 509942128 | TotalSupport |
| Gross Receipts From Admissions Etc | 468473082 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.89770 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.92300 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 55000 | FilingOrganizationsTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 342289 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 397289 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 37087438 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 37484727 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 4000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 414050 | CurrentYearMinus3 |
| Current Year Minus2 | 357246 | CurrentYearMinus2 |
| Current Year Minus1 | 319470 | CurrentYearMinus1 |
| Current Year | 397289 | CurrentYear |
| Total | 1488055 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 16000 | CurrentYearMinus3 |
| Current Year Minus2 | 10000 | CurrentYearMinus2 |
| Current Year Minus1 | 6666 | CurrentYearMinus1 |
| Current Year | 55000 | CurrentYear |
| Total | 87666 | Total |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preservation For Public Use | X | PreservationForPublicUse |
| Protection Of Natural Habitat | X | ProtectionOfNaturalHabitat |
| Preservation Of Open Space | X | PreservationOfOpenSpace |
| Total Number Of Easements | 29 | TotalNumberOfEasements |
| Total Acreage | 114692.00 | TotalAcreage |
| Nmbr Easements Modified | 4 | NmbrEasementsModified |
| Nmbr States In Which Easements Held | 12 | NmbrStatesInWhichEasementsHeld |
| Written Policy Monitoring | 1 | WrittenPolicyMonitoring |
| Staff Hours Spent On Enforcement | 435.00 | StaffHoursSpentOnEnforcement |
| Expenses Incurred For Enforcement | 40000 | ExpensesIncurredForEnforcement |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 0 | BeginningOfYearBalance |
| Contributions | 1000000 | Contributions |
| Investment Earnings Or Losses | 0 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1000000 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 0 | BeginningOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 0 | BeginningOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 0 | BeginningOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 0 | BeginningOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1569902 | OtherCostOrOtherBasis |
| Depreciation | 818199 | Depreciation |
| Book Value | 751703 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 725184 | OtherCostOrOtherBasis |
| Depreciation | 556811 | Depreciation |
| Book Value | 168373 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 920076 | TotalOfBookValueLandBuildings |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CONSERVATION NOTES RECEIVABLE | Description |
| Book Value | 37634001 | BookValue |
| Method Of Valuation | C | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 37634001 | TotalOfBookValueProgramRelated |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEMO PRJCTS--LAND & EASEMENTS | Description |
| Book Value | 339854767 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 339854767 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| AMOUNTS DUE OTHER NONPROFIT ORGS. | $16,585,600 |
| DEPOSITS HELD | $95,865 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 16681465 | TotalOfAmounts |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF CHANGES TO CONSERVATION EASEMENTS: | PART II, LINE 3: | TRANSFERRED EASEMENTS TO OTHER ORGANIZATIONS QUALIFIED TO HOLD EASEMENTS. |
| EXPLANATION OF EASEMENTS ENFORCEMENT POLICIES: | PART II, LINE 5: | BOARD POLICY IS TO DOCUMENT THE CONDITION OF LANDS PROTECTED BY EACH CONSERVATION EASEMENT AT THE TIME THE EASEMENT IS COMPLETED AND MONITOR THAT CONDITION OVER TIME, INCLUDING MAINTAINING ACCURATE RECORDS ON DECISIONS MADE AND ACTIONS TAKEN WITH RESPECT TO EACH EASEMENT. BOARD AUTHORIZED PROCEDURES HAVE BEEN DEVELOPED AND A STEWARDSHIP FUND HAS BEEN ESTABLISHED TO ENSURE THE LONG-TERM MONITORING AND MANAGEMENT GOALS CAN BE ACHIEVED. |
| DESCRIPTION OF HOW ORGANIZATION REPORTS CONSERVATION EASEMENTS: | PART II, LINE 9: | PART II, LINE 9: CONSERVATION EASEMENTS ARE CLASSIFIED AS OTHER ASSETS--DEMONSTRATION PROJECTS--"LAND AND EASEMENTS HELD FOR GENERAL PURPOSES" ON THE BALANCE SHEET. EASEMENTS ARE ACQUIRED BY GIFT OR PURCHASES AND ARE VALUED AT THE APPRAISED VALUE WHEN ACQUIRED. WHEN EASEMENTS ARE TRANSFERRED, INCLUDING BY SALE, THE PROCEEDS ARE INCLUDED AS PART OF TOTAL SUPPORT AND REVENUE AND ARE SHOWN AS "PROCEEDS FROM SALE OF DEOMONSTRATION PROJECTS." THE BOOK VALUE OF THE EASEMENT AND TRANSACTION COSTS INCURRED WITH THE TRANSFER ARE SHOWN AS PROGRAM SERVICE EXPENSE UNDER THE CAPTION "BOOK VALUE OF LAND TRANSFERRED." |
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE GOAL IS TO KEEP FUNDS IN THE CONSERVATION EASEMENT STEWARDSHIP AND ENFORCEMENT FUND SUFFICIENT TO GENERATE INCOME ADEQUATE TO COVER ALL OF ITS ONGOING AND RECURRING CONSERVATION EASEMENT STEWARDSHIP PROGRAM NEEDS WHILE ALSO BEING ADEQUATE TO COVER EXTRAORDINARY EASEMENT MANAGEMENT, ENFORCEMENT AND DEFENSE COSTS IF NEEDED. |
| SCHEDULE D, PART VIII: THE CONSERVATION FUND HAS ADVANCED FUNDS IN THE FORM OF NOTES RECEIVABLE TO VARIOUS ORGANIZATIONS IN CARRYING OUT PROJECT OR LAND TRANSACTIONS. THERE ARE 33 NOTES OUTSTANDING AT 12/31/12 WITH PRINCIPAL AMOUNTS RANGING FROM APPROXIMATELY $3,000 TO $10,000,000 WITH INTEREST RATES BETWEEN 1% AND 8%. MANAGEMENT CONSIDERS ALL NOTES RECEIVABLE TO BE FULLY COLLECTIBLE, THEREFORE, THE NOTES ARE CARRIED AT COST. | ||
| SCHEDULE D, PART X, LINE 2: THE FUND ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A MORE LIKELY THAN NOT THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A CUMULATIVE PROBABILITY ASSESSMENT THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. THE FUND HAS IDENTIFIED ITS TAX STATUS AS A TAX-EXEMPT ENTITY AS ITS ONLY SIGNIFICANT TAX POSITION; HOWEVER, THE FUND HAS DETERMINED THAT SUCH TAX POSITION DOES NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE FUND IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. THE FUNDS FEDERAL AND STATE TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. | ||
| SCHEDULE D, PART II, LINES 6 AND 7: STAFF AND VOLUNTEER HOURS AND EXPENSES DEVOTED TO MONITORING,INSPECTING,AND ENFORCING CONSERVATION EASEMENTS DURING THE YEAR ARE ESTIMATED BASED ON PAST EXPERIENCE. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (50 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| ASHEVILLE GREENWORKS | |||||||
| 357 DEPOT STREET | ASHVILLE | NC | 28801 | 561672870 | 501 (C)(3) | 7000 | GRANT TO ADVOCATE FOR SUSTAINABLE DEVELOPMENT THROUGH CNEF |
| WYOMING STOCK GROWERS AGRICULTURAL LAND TRUST | |||||||
| 113 EAST 20TH STREET | CHEYENNE | WY | 82001 | 836047954 | 501 (C)(3) | 14000 | ASSIST IN THE CLOSING OF A CONSERVATION EASEMENT. |
| BUCKNELL UNIVERSITY | |||||||
| 301 MARKET STREET | LEWISBURG | PA | 240772407 | 240772407 | 501 (C)(3) | 25000 | CULTURAL AND HISTORICAL RESOURCES OF SUSQUEHANNA RIVER |
| SMOKY MOUNTAIN NATIVE PLANTS ASSOCIATION | |||||||
| PO BOX 761 | ROBBINSVILLE | NC | 28771 | 141837747 | 501 (C)(3) | 8500 | GRANT TO ADVOCATE FOR SUSTAINABLE DEVELOPMENT THROUGH CNEF |
| STECOAH VALLEY ARTS CRAFTS & EDUCATIONAL CENTER | |||||||
| 121 SCHOOLHOUSE ROAD | ROBBINSVILLE | NC | 28771 | 561935344 | 501 (C)(3) | 8500 | GRANT TO ADVOCATE FOR SUSTAINABLE DEVELOPMENT THROUGH CNEF |
| LAND TRUST ALLIANCE | |||||||
| 1660 L STREET NW SUITE 1100 | WASHINGTON | DC | 20036 | 042751357 | 501 (C)(3) | 10000 | SPONSORSHIP OF THE 2012 NATIONAL LAND CONSERVATION CONFERENCE. |
| CENTRO DE ENLACE | |||||||
| PO BOX 236 | BURNSVILLE | NC | 28714 | 020715759 | 501 (C)(3) | 8500 | GRANT TO ADVOCATE FOR SUSTAINABLE DEVELOPMENT THROUGH CNEF |
| SANDHILLS FAMILY HERITAGE ASSOCIATION | |||||||
| PO BOX 404 | SPRINGLAKE | NC | 28390 | 562243711 | 501 (C)(3) | 9000 | GRANT TO ADVOCATE FOR SUSTAINABLE DEVELOPMENT THROUGH CNEF |
| NATIONAL GEOGRAPHIC SOCIETY | |||||||
| 1145 SEVENTEENTH STREET NW | WASHINGTON | DC | 20036 | 530193519 | 501 (C)(3) | 25000 | GRANT FOR ENVISION THE SUSQUEHANNA MAP PROJECT |
| TREES NC INC | |||||||
| 847 CURRY DRIVE SUITE 103 | ASHEBORO | NC | 27203 | 202192115 | 501 (C)(3) | 9000 | GRANT TO ADVOCATE FOR SUSTAINABLE DEVELOPMENT THROUGH CNEF |
| DURHAM ECONOMIC RESOURCE CENTER | |||||||
| 904 NORTH ROXBORO ROAD | DURHAM | NC | 27701 | 263742480 | 501 (C)(3) | 8000 | GRANT TO ADVOCATE FOR SUSTAINABLE DEVELOPMENT THROUGH CNEF |
| EAST CAROLINA COMMUNITY DEVELOPERS | |||||||
| PO BOX 2400 | BEAUFORT | NC | 28516 | 561909969 | 501 (C)(3) | 6000 | GRANT TO ADVOCATE FOR SUSTAINABLE DEVELOPMENT THROUGH CNEF |
| NATIONAL AUDUBON SOCIETY | |||||||
| 2347 EASTERN AVENUE | BALTIMORE | MD | 21224 | 131624102 | 501 (C)(3) | 38000 | SUB-GRANT FOR BLACKWATER MARSHES CLIMATE ADAPATION. |
| SOUTHERN APPALACHIAN HIGHLANDS CONSERVANCY | |||||||
| 34 WALL STREET SUITE 502 | ASHEVILLE | NC | 28801 | 621098890 | 501 (C)(3) | 25000 | GRANT TO ASSIST IN ACQUISITION COSTS. |
| BOUNTIFUL CITIES PROJECT | |||||||
| PO BOX 898 | ASHVILLE | NC | 28802 | 050587434 | 501 (C)(3) | 7000 | GRANT TO ADVOCATE FOR SUSTAINABLE DEVELOPMENT THROUGH CNEF |
| CENTRAL INDIANA LAND TRUST | |||||||
| 1500 N DELAWARE STREET | INDIANAPOLIS | IN | 46202 | 351816493 | 501 (C)(3) | 55870 | GRANT TO ASSIT IN ACQUISITION COST |
| WYOMING LAND TRUST | |||||||
| 131 SOUTH JACKSON AVE PO BOX 1580 | PINEDALE | WY | 82941 | 830332208 | 501 (C)(3) | 64600 | ASSIST IN THE CONVEYANCE OF A CONSERVATION EASEMENT |
| CORE SOUND WATERFOWL MUSEUM & HERITAGE CENTER | |||||||
| PO BOX 556 | HACKERS ISLAND | NC | 28531 | 561776900 | 501 (C)(3) | 9000 | GRANT TO ADVOCATE FOR SUTATAINABLE DEVELOPMENT THROUGH CNEF |
| DUCKS UNLIMITED INC | |||||||
| 2525 RIVER ROAD | BISMARCK | ND | 58503 | 135643799 | 501 (C)(3) | 298818 | GRANT TO ASSIT IN ACQUISITION COSTS. |
| EDGECOMBE COUNTY | |||||||
| PO BOX 10 | TARBORO | NC | 28366 | 566000298 | EDGECOMBE COUNTY | 9000 | GRANT TO ADVOCATE FOR SUSTAINABLE DEVELOPMENT THROUGH CNEF |
| EPISCOPAL FARMWORKER MINISTRY | |||||||
| PO BOX 160 | NEWTON GROVE | NC | 28366 | 204942554 | 501 (C)(3) | 7000 | GRANT TO ADVOCATE FOR SUSTAINABLE DEVELOPMENT THROUGH CNEF |
| GRANDPA'S CHILDREN INC | |||||||
| 805 WESTVIEW COURT | GOLDSBORO | NC | 27530 | 562114015 | 501 (C)(3) | 8500 | GRANT TO ADVOCATE FOR SUSTAINABLE DEVELOPMENT THROUGH CNEF |
| GREAT RIVERS LAND TRUST | |||||||
| PO BOX 821 | ALTON | IL | 62002 | 371309728 | 501 (C)(3) | 142075 | GRANT TO ASSIST IN ACQUISITION COSTS. |
| IDNR DIVISION OF FISH & WILDLIFE | |||||||
| 402 W WASHINGTON ST | INDIANAPOLIS | IN | 46204 | FISH & WILDLIFE | 200000 | GRANT TO ASSIST IN ACQUISITION COSTS. | |
| JAMES RIVER ASSOCIATION | |||||||
| 9 SOUTH 12TH STREET | RICHMOND | VA | 23219 | 510211913 | 501 (C)(3) | 30000 | GRANT TO ADVANCE CAPTAIN JOHN SMITH CHESAPEAKE NATIONAL HISTORIC WATER TRAIL PROJECTS |
| OHIO VALLEY CONSERVATION COALITION | |||||||
| 225 BROADWAY STREET | JACKSON | OH | 45640 | 273414650 | 501 (C)(3) | 50000 | GRANT TO ASSIT IN ACQUISITION COSTS. |
| KELLEYS ISLAND VILLAGE PARK DISTRICT RECREATION BOARD | |||||||
| PO BOX 469 | KELLEYS ISLAND | OH | 43438 | KELLEYS ISLAND PARK | 370000 | GRANT TO ASSIST IN ACQUISITION COSTS. | |
| ATHENS-CLARKE COUNTY GEORGIA | |||||||
| PO BOX 1868 | ATHENS | GA | 30603 | ATHENS-CLARKE COUNTY | 249250 | GRANT TO ASSIST IN ACQUISITION COSTS. | |
| WHITEWATER VALLEY LAND TRUST INC | |||||||
| 4910 SHOEMAKER ROAD | CENTERVILLE | IN | 47330 | 352106655 | 501 (C)(3) | 132000 | GRANT TO ASSIST IN ACQUISITION COSTS. |
| WHITEWATER VALLEY LAND TRUST INC | |||||||
| 4910 SHOEMAKER ROAD | CENTERVILLE | IN | 47330 | 352106655 | 501 (C)(3) | 218000 | GRANT TO ASSIST IN ACQUISITION COSTS. |
| THE HIGHLANDS NATURE SANCTUARY INC | |||||||
| 7660 CAVE RD | BAINBRIDGE | OH | 45612 | 311434730 | 501 (C)(3) | 115471 | GRANT TO ASSIST IN ACQUISITION COSTS. |
| OHIO VALLEY CONSERVATION COALITION | |||||||
| 225 BROADWAY STREET | JACKSON | OH | 45640 | 273414650 | 501 (C)(3) | 450000 | GRANT TO ASSIST IN ACQUISITION COSTS. |
| NATIONAL AUDUBON SOCIETY | |||||||
| 2347 EASTERN AVENUE | BALTIMORE | MD | 21224 | 131624102 | 501 (C)(3) | 10000 | SPONSORSHIP OF THE AUDUBON MEDAL & DAN W. LUFKIN PRIZE FOR ENVIRONMENTAL LEADERSHIP AWARDS DINNER. |
| NC FOLKLIFE INSTITUTE | |||||||
| 2726 CROASDAILE DRIVE | DURHAM | NC | 27705 | 237419292 | 501 (C)(3) | 7000 | GRANT TO ADVOCATE FOR SUSTAINABLE DEVELOPMETN THROUGH CNEF. |
| NORTH CAROLINA WILDLIFE FEDERATION | |||||||
| PO BOX 10626 | RALEIGH | NC | 27605 | 561564376 | 501 (C)(3) | 10000 | SPONSORSHIP OF THE NCWF GOVERNOR'S CONSERVATION AWARD 2012. |
| PIEDMONT LAND CONSERVANCY | |||||||
| PO BOX 4025 | GREENSBORO | NC | 27404 | 561704433 | 501 (C)(3) | 6000 | CONTRIBUTION FOR STANBACK TRAILS. |
| THE JERE MELO FOUNDATION | |||||||
| PO BOX 118 | FORT BRAGG | CA | 95437 | 453987417 | 501 (C)(3) | 6000 | SPONSORSHIP OF THE TAKE BACK OUR FOREST FORUM |
| SOUTHEASTERN NC FOOD SYSTEMS | |||||||
| 601 SOUTH COLLEGE ROAD | WILMINGTON | NC | 28403 | 561258660 | N/A | 7000 | GRANT TO ADVOCATE FOR SUSTAINABLE DEVELOPMENT THROUGH CNEF |
| SUSTAINABLE ALAMANCE | |||||||
| PO BOX 298 | ALAMNCE | NC | 27201 | 263294877 | 501 (C)(3) | 8500 | GRANT TO ADVOCATE FOR SUTAINABLE DEVELOPMENT THROUGH CNEF |
| SWISS BEAR DOWNTOWN DEVELOPMENT CORPORATION | |||||||
| 316 SOUTH FRONT STREET | NEW BERN | NC | 28560 | 561255578 | 501 (C)(3) | 8000 | GRANT TO ADVOCATE FOR SUSTAINABLE DEVELOPMENT THROUGH CNEF |
| SYLVAN HEIGHTS WATERFOWL PARK AND ECO CENTER | |||||||
| PO BOX 368 | SCOTLAND NECK | NC | 27874 | 020774368 | 501 (C)(3) | 9000 | GRANT TO ADVOCATE FOR SUSTAINABLE DEVELOPMENT THROUGH CNEF |
| THE NATURE CONSERVANCY | |||||||
| 620 E OHIO STREET | INDIANAPOLIS | IN | 46202 | 530242652 | 501 (C)(3) | 357500 | GRANT TO ASSIST IN ACQUISITION COSTS. |
| THE OUTDOOR FOUNDATION | |||||||
| 4909 PEARLS EAST CIRCLE | BOULDER | CO | 80301 | 841549065 | 501 (C)(3) | 300000 | SUPPORT OF THE 2012 OUTDOOR NATION SUMMITS |
| TOUGH COMMUNITY DEVELOPMENT CORPORATION | |||||||
| PO BOX 92 | WARSAW | NC | 28398 | 264432580 | 501 (C)(3) | 6500 | GRANT TO ADVOCATE FOR SUSTAINABLE DEVELOPMENT THROUGH CNEF. |
| TRUST FOR PUBLIC LAND | |||||||
| 306 N MONROE STREET | TALLAHASSEE | FL | 32301 | 237222333 | 501 (C)(3) | 15000 | CONTRIBUTION FOR LAND TOMORROW WORK |
| WESTERN CAROLINA UNIVERSITY | |||||||
| 150 CAMP BUILDING WCU | CULLOWHEE | NC | 28723 | 566001440 | 501 (C)(3) | 6500 | GRANT TO ADVOCATE FOR SUSTAINABLE DEVELOPMENT THROUGH CNEF |
| WILD MANAGEMENT INSTITUTE | |||||||
| 1440 UPPER BERMUDIAN ROAD | GARDNERS | PA | 17324 | 530196629 | 501 (C)(3) | 25000 | GRANT FOR ENVISION THE SUSQUEHANNA PROJECT |
| LAND TRUST ALLIANCE | |||||||
| 1660 L STREET NW SUITE 1100 | WASHINGTON | DC | 20036 | 042751357 | 501 (C)(3) | 5000 | CONTRIBUTION FOR THE PARTNERSHIP FOR GULF COAST LAND CONSERVATION |
| THE COMMUNITY FOUNDATION OF MENDOCINO COUNTY | |||||||
| 290 SOUTH STATE STREET | UKIAH | CA | 95482 | 680330462 | 501 (C)(3) | 5000 | DONATION TO THE MATTHEW COLEMAND FUND FOR ENVIRONMNETAL EDUCATION |
| CHESAPEAKE CONSERVACNY | |||||||
| 716 GIDDINGS AVE | ANNAPOLIS | MD | 21401 | 262271377 | 501 (C)(3) | 250000 | GRANT TO ADVANCE CAPTAIN JOHM SMITH CHESAPEAKE NATIONAL HISTORIC TRAIL PROJECTS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 50 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE CONSERVATION FUND MONITORS GRANTS GIVEN BY REQUIRING REPORTS FROM THE GRANTEE. AFTER IT IS DETERMINED THAT THE POTENTIAL GRANTEE'S MISSION IS COMPATIBLE WITH THAT OF THE FUND, THE FUND AWARDS THE GRANT THROUGH A PARTICULAR PROJECT MANAGER. SUBSEQUENT TO THE GRANT AWARD, THE PROJECT MANAGER PERIODICALLY, USUALLY EVERY QUARTER, RECEIVES AND REVIEWS A PROGRAM REPORT FROM THE GRANT RECIPIENT UNTIL THE GRANT IS FULLY EXPENDED. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (21 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LAWRENCE A SELZER | ||||||||||||||
| PRESIDENT & CEO | 290725 | 0 | 134000 | 0 | 6567 | 0 | 54410 | 0 | 24049 | 0 | 509751 | 0 | 0 | 0 |
| DAVID K PHILLIPS JR | ||||||||||||||
| EXECUTIVE VP AND CFO | 195009 | 0 | 78800 | 0 | 690 | 0 | 20290 | 0 | 19048 | 0 | 313837 | 0 | 0 | 0 |
| SYDNEY S MACY | ||||||||||||||
| SENIOR VICE PRESIDENT | 176909 | 0 | 35000 | 0 | 1980 | 0 | 18980 | 0 | 24048 | 0 | 256917 | 0 | 0 | 0 |
| RICHARD L ERDMANN | ||||||||||||||
| EXECUTIVE VP & GEN. COUNSE | 229387 | 0 | 102000 | 0 | 3810 | 0 | 22660 | 0 | 21748 | 0 | 379605 | 0 | 0 | 0 |
| JOSEPH A HANKINS | ||||||||||||||
| VICE PRESIDENT | 141518 | 0 | 15800 | 0 | 1267 | 0 | 14780 | 0 | 15399 | 0 | 188764 | 0 | 0 | 0 |
| REX R BONER | ||||||||||||||
| VICE PRESIDENT | 118240 | 0 | 18700 | 0 | 1477 | 0 | 11824 | 0 | 0 | 0 | 150241 | 0 | 0 | 0 |
| MARK W ELSBREE | ||||||||||||||
| VICE PRESIDENT | 132353 | 0 | 35800 | 0 | 420 | 0 | 14523 | 0 | 20068 | 0 | 203164 | 0 | 0 | 0 |
| ERIK J MEYERS | ||||||||||||||
| VICE PRESIDENT | 154359 | 0 | 16600 | 0 | 1980 | 0 | 15510 | 0 | 7001 | 0 | 195450 | 0 | 0 | 0 |
| JODI R O'DAY | ||||||||||||||
| VICE PRESIDENT | 159860 | 0 | 31300 | 0 | 1295 | 0 | 16120 | 0 | 7601 | 0 | 216176 | 0 | 0 | 0 |
| MATTHEW S SEXTON | ||||||||||||||
| VICE PRESIDENT | 137093 | 0 | 25000 | 0 | 280 | 0 | 14523 | 0 | 19288 | 0 | 196184 | 0 | 0 | 0 |
| KATHRYN BROWN | ||||||||||||||
| VICE PRESIDENT | 126060 | 0 | 13800 | 0 | 250 | 0 | 12930 | 0 | 9501 | 0 | 162541 | 0 | 0 | 0 |
| EVAN H SMITH | ||||||||||||||
| VICE PRESIDENT | 114176 | 0 | 22600 | 0 | 198 | 0 | 12207 | 0 | 19048 | 0 | 168229 | 0 | 0 | 0 |
| MICHELE J SAGER | ||||||||||||||
| VICE PRESIDENT | 107808 | 0 | 11800 | 0 | 1456 | 0 | 11690 | 0 | 20248 | 0 | 153002 | 0 | 0 | 0 |
| BLAINE T PHILLIPS JR | ||||||||||||||
| VICE PRESIDENT | 131917 | 0 | 25000 | 0 | 397 | 0 | 14161 | 0 | 20848 | 0 | 192323 | 0 | 0 | 0 |
| KRIS HOELLEN | ||||||||||||||
| VICE PRESIDENT | 114408 | 0 | 16600 | 0 | 324 | 0 | 12096 | 0 | 16110 | 0 | 159538 | 0 | 0 | 0 |
| PAUL F HURT | ||||||||||||||
| ASST SECRETARY & DEPUTY GC | 153862 | 0 | 34500 | 0 | 1290 | 0 | 16130 | 0 | 19345 | 0 | 225127 | 0 | 0 | 0 |
| PATRICK NOONAN | ||||||||||||||
| CHAIRMAN EMERITUS | 143429 | 0 | 10000 | 0 | 6180 | 0 | 15000 | 0 | 19048 | 0 | 193657 | 0 | 0 | 0 |
| CHRIS KELLY | ||||||||||||||
| CALIFORNIA PROGRAM DIRECTO | 137109 | 0 | 40000 | 0 | 1238 | 0 | 14500 | 0 | 19048 | 0 | 211895 | 0 | 0 | 0 |
| STEVEN SUMMERFELT | ||||||||||||||
| DIRECTOR OF AQUACULTURE RE | 123009 | 0 | 20000 | 0 | 398 | 0 | 13570 | 0 | 23848 | 0 | 180825 | 0 | 0 | 0 |
| RICHARD LUDINGTON | ||||||||||||||
| SR. ASSOCIATE, NC STATE OF | 178260 | 0 | 17700 | 0 | 3810 | 0 | 18200 | 0 | 10001 | 0 | 227971 | 0 | 0 | 0 |
| SCOTT FERGUSON | ||||||||||||||
| PROGRAM DIRECTOR | 119609 | 0 | 12800 | 0 | 1687 | 0 | 13150 | 0 | 23048 | 0 | 170294 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 4B | PART I, LINE 4B: THE FUND MAINTAINS A NONQUALIFIED PLAN UNDER WHICH THE ORGANIZATION IS ACCRUING $25,000 PER YEAR, TO BE PAID TO AN EXECUTIVE OF THE ORGANIZATION. THE AMOUNTS ARE FORFEITABLE AND MAY BE DISCONTINUED AT ANY TIME. TO BE ELIGIBLE TO RECEIVE THE COMPENSATION THE EXECUTIVE MUST REMAIN EMPLOYED WITH THE FUND FOR SPECIFIC TIME PERIODS. NO PAYMENTS HAVE BEEN MADE TO DATE UNDER THE PLAN. |
| PART I, LINE 7 | PART I, LINE 7: 2011 BONUS PAID IN 2012 IS LISTED IN COLUMN BII "BONUS & INCENTIVE COMPENSATION. 2012 EMPLOYER PAID 403B CONTRIBUTION IS LISTED IN COLUMN "DEFERRED COMPENSATION". ALL EMPLOYEES, INCLUDING OFFICERS AND KEY EMPLOYEES, ARE ELIGIBLE FOR BONUSES THAT ARE PAID ANNUALLY IN THE MONTH OF FEBRUARY OF THE FOLLOWING YEAR. THE BONUS AMOUNT FOR OFFICERS IS APPROVED BY THE GOVERNANCE COMMITTEE AND IS BASED ON BOTH INDIVIDUAL PERFORMANCE AND THE OVERALL PERFORMANCE OF THE ORGANIZATION. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | SYDNEY MACY | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | SENIOR VICE-PRESIDENT | Relationship |
| Amount Of Transaction | 117128 | AmountOfTransaction |
| Description Of Transaction | MARRIED TO CONSULTANT OF THE CONSERVATION FUND | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 33 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 565583 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | SALE PRICE | MethodOfDeterminingRevenues |
Qualified Contrib Other QualifiedContribOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 4283453 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
Real Estate Other RealEstateOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 14 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 42411188 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 9 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION MISSION STATEMENT | FORM 990, PART I,LINE 1 AND PART III LINE 1: | THE CONSERVATION FUND, WORKING WITH PUBLIC, PRIVATE AND NONPROFIT PARTNERS, PROTECTS AMERICA'S LEGACY OF LAND AND WATER RESOURCES THROUGH LAND ACQUISITION, SUSTAINABLE COMMUNITY AND ECONOMIC DEVELOPMENT, AND LEADERSHIP TRAINING, EMPHASIZING THE INTEGRATION OF ECONOMIC AND ENVIRONMENTAL GOALS. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE INDEPENDENT AUDITING FIRM ENGAGED TO CONDUCT AN ANNUAL AUDIT OF THE FINANCIAL STATEMENTS IS ENGAGED TO ASSIST IN THE PREPARATION OF THE FORM 990. THE CHIEF FINANCIAL OFFICER AND HIS STAFF DIRECTLY PARTICIPATE IN THE PREPARATION OF THE FORM, DRAFTING RESPONSES TO QUESTIONS AND REVIEWING THE FORM 990 IN DRAFT. COUNSEL REVIEWS THE FULL DRAFT REPORT. A DRAFT OF THE 990 IS ALSO SHOWN TO THE AUDIT COMMITTEE FOR COMMENTS AND QUESTIONS. SUBSEQUENT TO THE REVIEW AND REVISION PROCESS, THE FORM 990 IS FINALIZED AND FILED WITH THE IRS. COPIES OF THE FORM ARE PROVIDED TO THE FULL BOARD DURING THE SUBSEQUENT BOARD MEETING AND THEN MADE AVAILABLE FOR PUBLIC INSPECTION. | |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT POLICY COPIES ARE PROVIDED TO EACH DIRECTOR AND OFFICER AT A REGULAR BOARD MEETING EACH YEAR, TYPICALLY AT THE FIRST MEETING OF THE YEAR. EACH SUCH PERSON MUST SIGN TO INDICATE HE/SHE HAS READ THE POLICY AND UNDERSTANDS HIS/HER DUTIES UNDER IT. | |
| FORM 990, PART VI, SECTION B, LINE 15 | TCF USES AN OUTSIDE THIRD PARTY COMPENSATION STUDY TO EVALUATE COMPENSATION LEVELS FOR ITS PRESIDENT AND KEY OFFICIALS. TCF'S GOVERNANCE COMITTEE APPROVES COMPENSATION AMOUNTS FOR THE PRESIDENT AND KEY OFFICIALS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | FORM 990, PART VI, SECTION C, LINE 19: THE CONSERVATION FUND'S ANNUAL REPORT, WHICH INCLUDES FINANCIAL SUMMARIES, IS POSTED ON THEIR WEBSITE. GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|
| TCF MANAGER LLC | ||||||||
| 1655 N FORT MYER DRIVE SUITE 1300 | ARLINGTON | VA | 22209 | HOLDS TITLE | VA | 0 | 0 | THE CONSERVATION FUND |
| THE CONSERVATION FUND OF GEORGIA LLC | ||||||||
| 1655 N FORT MYER DRIVE SUITE 1300 | ARLINGTON | VA | 22209 | HOLDS TITLE | GA | 0 | 0 | THE CONSERVATION FUND |
| THE CONSERVATION FUND CHARITABLE TRUST | ||||||||
| 1655 N FORT MYER DRIVE SUITE 1300 | ARLINGTON | VA | 22209 | HOLDS TITLE | FL | 0 | 0 | THE CONSERVATION FUND |
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| NATURAL CAPITAL INVESTMENT FUND | ||||||||||
| 1655 N FORT MYER DR SUITE 1300 | ARLINGTON | VA | 22209 | 542058754 | CERTIFIED COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION | MD | 501(C)3 | LINE 11A, I | N/A | 0 |
| SUSTAINABLE CONSERVATION INC | ||||||||||
| 1655 N FORT MYER DR SUITE 1300 | ARLINGTON | VA | 22209 | 621586798 | CONSERVATION | MD | 501(C)3 | LINE 11A, I | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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