CALEDONIA CONSERVANCY LTD: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CALEDONIA CONSERVANCY LTD (EIN 39-1822368)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-14
- IRS object ID
- 201312269349302276
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-14T13:29:19-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202071774 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MALLER PETERSON LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1614 OAKES ROAD | AddressLine1 |
| City | RACINE | City |
| State | WI | State |
| ZIP Code | 53406 | 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 | 391822368 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALEDONIA CONSERVANCY LTD | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CALE | NameControl |
| Phone | 2624984993 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 044714 | AddressLine1 |
| City | RACINE | City |
| State | WI | State |
| ZIP Code | 534044714 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ERIC ROBERSON | Name |
| Title | PRESIDENT | Title |
| Phone | 4147689188 | Phone |
| Date Signed | 2013-08-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES C SMALL | Name |
| PTIN | P00031014 | PTIN |
| Phone | 2628989400 | 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 | ERIC ROBERSON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 044714 | AddressLine1 |
| City | RACINE | City |
| State | WI | State |
| ZIP Code | 534044714 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 379790 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CALEDONIACONSERVANCY.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1995 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | PROTECT THE RURAL CHARACTER OF THE VILLAGE OF CALEDONIA, RACINE COUNTY, WISCONSIN. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1 | TotalNbrEmployees |
| Total Nbr Volunteers | 150 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 191369 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 357490 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 275 | InvestmentIncomePriorYear |
| Investment Income Current Year | 562 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2506 | OtherRevenuePriorYear |
| Other Revenue Current Year | 11507 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 194150 | TotalRevenuePriorYear |
| Total Revenue Current Year | 369559 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 3100 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 100 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 21027 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 36187 | OtherExpensePriorYear |
| Other Expenses Current Year | 19646 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 39287 | TotalExpensesPriorYear |
| Total Expenses Current Year | 40773 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 154863 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 328786 | RevenuesLessExpensesCY |
| Total Assets BOY | 1580469 | TotalAssetsBOY |
| Total Assets EOY | 1910332 | TotalAssetsEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1077 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1580469 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1909255 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE MISSION OF THE ORGANIZATION IS TO PROTECT THE RURAL CHARACTER OF THE VILLAGE OF CALEDONIA, RACINE COUNTY, WISCONSIN. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 7273 | Expense |
| Grants | 100 | Grants |
| Description | TO PRESERVE OPEN GREEN SPACE, INCLUDING WETLANDS, BY MEANS OF LAND ACQUISITION THROUGH CONSERVATION OR TRAIL EASEMENTS, OR ACQUISITION OF FEE SIMPLE LANDS; TO BUILD AND MAINTAIN A SERIES OF TRAILS FOR PUBLIC RECREATION, SPECIFICALLY FOR EQUESTRIAN, HIKING, CROSSCOUNTRY SKIING, AND SIMILIAR PASSIVE RECREATIONAL ACTIVITIES; AND TO EDUCATE THE COMMUNITY ABOUT THE IMPORTANCE OF PROTECTING OUR GREEN SPACE AND THE WAYS THAT THEY CAN HELP TO PROTECT IT. | Description |
| Total Program Service Expense | 7273 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | 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 | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | 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 | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | 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 | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | 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 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 1 | 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 | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | 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 | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | RON CASSIDENTE | NamePerson |
| Telephone Number | 4143436778 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 044714 | AddressLine1 |
| City | RACINE | City |
| State | WI | State |
| ZIP Code | 534044714 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (15 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| SUSAN ZIERTEN | ||||||
| DIRECTOR | 24.00 | X | 19533 | 0 | 0 | |
| JAMIE HAMILTON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| WENDY MCCALVY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SARA NEUBAUER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JON SODERBURG | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JOE WEINZATL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| PENNY GRIFFITHS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| FRAN MARTIN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DEBRA PALMER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RYAN SMALKOSKI | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MARCIA WENSING | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ERIC ROBERSON | ||||||
| PRESIDENT | 2.00 | 0 | 0 | 0 | X | |
| SANDY DEWALT | ||||||
| VICE-PRESIDENT | 2.00 | 0 | 0 | 0 | X | |
| KATHY TRENTADUE | ||||||
| SECRETARY | 2.00 | 0 | 0 | 0 | X | |
| RON CASSIDENTE | ||||||
| TREASURER | 2.00 | 0 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 19533 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Government Grants | 136370 | GovernmentGrants |
| All Other Contributions | 221120 | AllOtherContributions |
| Noncash Contributions | 155000 | NoncashContributions |
| Total Contributions | 357490 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 562 | TotalRevenueColumn |
| Exclusion | $562 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 21738 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 10231 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11507 | TotalRevenueColumn |
| Exclusion | $11,507 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 369559 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $12,069 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 100 | Total |
| Program Services | 100 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19533 | Total |
| Management And General | 19533 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1494 | Total |
| Management And General | 1494 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 350 | Total |
| Management And General | 350 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2625 | Total |
| Management And General | 2625 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 298 | Total |
| Management And General | 298 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4486 | Total |
| Management And General | 4486 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 499 | Total |
| Program Services | 499 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3260 | Total |
| Management And General | 3260 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| STEWARDSHIP PROGRAM EXP | 5858 | 5858 | |
| TRAINING & BOARD DEVELO | 816 | 816 | |
| DUES & SUBCRIPTIONS | 725 | 725 | |
| MISCELLANEOUS | 625 | 625 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 104 | Total |
| Management And General | 104 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40773 | Total |
| Program Services | 7273 | ProgramServices |
| Management And General | 33500 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34116 | BOY |
| EOY | 66294 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53120 | BOY |
| EOY | 53682 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1784603 | LandBuildingsEquipmentBasis |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1493233 | BOY |
| EOY | 1784603 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 5753 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1580469 | BOY |
| EOY | 1910332 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 1077 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 1077 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 324122 | BOY |
| EOY | 361520 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5160 | BOY |
| EOY | 5178 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1251187 | BOY |
| EOY | 1542557 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1580469 | BOY |
| EOY | 1909255 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1580469 | BOY |
| EOY | 1910332 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 328786 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 1 | AccountantCompileOrReview |
Accountant Compile Or Review Basis AccountantCompileOrReviewBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | 0 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
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 | 17057 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 22225 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 35174 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 36369 | CurrentTaxYearMinus1Year |
| Current Tax Year | 66120 | CurrentTaxYear |
| Total | 176945 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17057 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 22225 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 35174 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 36369 | CurrentTaxYearMinus1Year |
| Current Tax Year | 66120 | CurrentTaxYear |
| Total | 176945 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 82500 | AmountsSubstContributorsTotal |
| Public Support Total170 | 94445 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 145 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 67 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 164 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 275 | CurrentTaxYearMinus1Year |
| Current Tax Year | 562 | CurrentTaxYear |
| Total | 1213 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 178158 | TotalSupport |
| Public Support Pertcentage170 | 0.53010 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.46610 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | SCHEDULE A, PART IV, LIST OF UNUSUAL GRANTS: VACANT LAND DATE: 01/04/12 AMOUNT: 155000. | GeneralExplanation |
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 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 | 1 | TotalNumberOfEasements |
| Total Acreage | 26.43 | TotalAcreage |
| Nmbr Hist Struct Easements | 0 | NmbrHistStructEasements |
| Nmbr Hist Struct Easements After | 0 | NmbrHistStructEasementsAfter |
| Nmbr States In Which Easements Held | 1 | NmbrStatesInWhichEasementsHeld |
| Written Policy Monitoring | 1 | WrittenPolicyMonitoring |
| Staff Hours Spent On Enforcement | 3000.00 | StaffHoursSpentOnEnforcement |
| Expenses Incurred For Enforcement | 1000 | ExpensesIncurredForEnforcement |
| Sect170h Requirements Satisfied | 1 | Sect170hRequirementsSatisfied |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1784603 | OtherCostOrOtherBasis |
| Book Value | 1784603 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1784603 | TotalOfBookValueLandBuildings |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF EASEMENTS ENFORCEMENT POLICIES: | PART II, LINE 5: | THE CONSERVANCY HAS A MONITORING POLICY AND FORM THAT INCLUDES PROMPTS TO ASSESS SIGNAGE, WALKING AND RIDING TRAILS, PICNIC TABLES, INFORMATION BOXES, JUMPS, BRIDGES, CULVERTS, INVASIVE SPECIES, AND LAND USE. A NATURALIST WILL WRITE A MONITORING REPORT AND FORWARD IT TO THE STEWARDSHIP COMMITTEE CHAIRPERSON FOR REVIEW. A COPY OF THE REPORT WILL BE FORWARDED TO THE LANDOWNER, THE LAND TRUST'S BOARD PRESIDENT AND SECRETARY. THE CONSERVANCY HAS AN EASEMENT VIOLATION POLICY FOR ASSESSING AND ADDRESSING VIOLATIONS. |
| DESCRIPTION OF HOW ORGANIZATION REPORTS CONSERVATION EASEMENTS: | PART II, LINE 9: | THERE IS NO REVENUE EARNED IN ASSOCIATION WITH EASEMENTS HELD BY THE CONSERVANCY. THE CONSERVANCY HOLDS A DEDICATED FUND ACCOUNT FOR STEWARDSHIP AND DEFENSE OF IT'S EASEMENTS. THE BOARD OF DIRECTORS HAVE DESIGNATED $50,000 FOR THE DEFENSE OF FEE LANDS AND CONSERVATION EASEMENTS AS NEEDED. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Other Events | 6 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 21738 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 21738 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 10231 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 21738 | GrossReceiptsTotal |
| Gross Revenue Total Events | 21738 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 10231 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 10231 | DirectExpenseSummaryEvents |
| Net Income Summary | 11507 | NetIncomeSummary |
Schedule M IRS990ScheduleM
Real Estate Other RealEstateOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 155000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | CERTIFIED APPRAISAL | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | DIRECTORS AND MEMBERS OF THE BOARD OF DIRECTORS OF CALEDONIA CONSERVANCY LTD HAVE THE OPPORTUNITY TO REVIEW THE FEDERAL FORM 990 BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | DIRECTORS AND MEMBERS OF THE BOARD DURING BOARD MEETINGS REFRAIN FROM VOTING ON MATTERS IN WHICH THEY HAVE A CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 1: | CHANGED METHOD OF ACCOUNTING TO ACCRUAL TO RECORD ACCRUED PAYROLL TAXES. NO OTHER RECEIVABLES OR PAYABLES. |
| FORM 990, PART XII, LINE 2C: | NO CHANGE IN PROCESS. FINANCE COMMITTEE AND BOARD OF DIRECTORS ASSUME RESPONSIBILITY FOR OVERSIGHT OF THE COMPILATION OF FINANCIAL STATEMENTS. |
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