UPPER VALLEY LAND TRUST INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- UPPER VALLEY LAND TRUST INC (EIN 02-0387997)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-11-15
- IRS object ID
- 201313199349304601
- 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 | 2013-11-15T11:04:37-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030210880 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AM PEISCH & COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 57 FARMVU DRIVE | AddressLine1 |
| City | WHITE RIVER JUNCTION | City |
| State | VT | State |
| ZIP Code | 05001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 020387997 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UPPER VALLEY LAND TRUST INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UPPE | NameControl |
| Phone | 6036436626 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 BUCK ROAD | AddressLine1 |
| City | HANOVER | City |
| State | NH | State |
| ZIP Code | 03755 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEANIE MCINTYRE | Name |
| Title | PRESIDENT | Title |
| Phone | 6036436626 | Phone |
| Date Signed | 2013-11-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | AARON R MACASKILL CPA | Name |
| PTIN | P01217551 | PTIN |
| Phone | 8022959349 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JEANIE MCINTYRE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 BUCK ROAD | AddressLine1 |
| City | HANOVER | City |
| State | NH | State |
| ZIP Code | 03755 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1489155 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.UVLT.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1987 | YearFormation |
| State Legal Domicile | NH | StateLegalDomicile |
| Activity Or Mission Description | LAND CONSERVATION | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 11 | TotalNbrEmployees |
| Total Nbr Volunteers | 133 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1023471 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1292484 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 86375 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 101374 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 47974 | InvestmentIncomePriorYear |
| Investment Income Current Year | 62538 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 31852 | OtherRevenuePriorYear |
| Other Revenue Current Year | 32759 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1189672 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1489155 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 552450 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 568842 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 37041 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 603150 | OtherExpensePriorYear |
| Other Expenses Current Year | 766808 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1155600 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1335650 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 34072 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 153505 | RevenuesLessExpensesCY |
| Total Assets BOY | 5301522 | TotalAssetsBOY |
| Total Assets EOY | 5542522 | TotalAssetsEOY |
| Total Liabilities BOY | 564638 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 522865 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 4736884 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 5019657 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE UPPER VALLEY LAND TRUST HELPS PEOPLE CONSERVE LAND. UVLT PROVIDES CONSERVATION LEADERSHIP, TOOLS AND EXPERTISE TO PERMANENTLY PROTECT WORKING FARMS, FORESTED RIDGES, WILDLIFE HABITAT, WATER RESOURCES, TRAILS AND SCENIC LANDSCAPES. OUR CONSERVATION PROJECTS SECURE AND SUSTAIN THE MIXTURE OF LAND USES SO CRITICAL TO THE VITALITY AND IDENTITY OF THE UPPER VALLEY REGION. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 842341 | Expense |
| Revenue | 101374 | Revenue |
| Description | LAND CONSERVATION: WE WORK WITH LOCAL CONSERVATION COMMISSIONS, VOLUNTEERS AND PARTNERS TO IDENTIFY AND PRIORITIZE LAND CONSERVATION OPPORTUNITIES. OUR CONSERVATION TRANSACTIONS INCLUDE DONATED CONSERVATION AGREEMENTS AND PURCHASES, LAND RECEIVED THROUGH BEQUESTS OR BOUGHT OUTRIGHT. WE PROVIDE TECHNICAL ASSISTANCE AND CONSERVATION SOLUTIONS FOR LANDOWNERS. WE HOLD PERMANENT RESTRICTIONS (CONSERVATION EASEMENTS OR FEE TITLE) TO CONSERVE KEY PROPERTIES FOREVER. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 155093 | Expense |
| Description | CONSERVATION EASEMENT AND LAND STEWARDSHIP: WE UPHOLD CONSERVATION PROTECTIONS ON PERMANENTLY-CONSERVED PARCELS OF LAND. WE PROTECT THE CONSERVATION INTERESTS ENTRUSTED TO US THROUGH STRONG RELATIONSHIPS WITH LANDOWNERS AND REGULAR INSPECTIONS OF ALL PROTECTED LANDS. LAND MANAGEMENT AND USE OF FEE-OWNED LANDS ARE GEARED, WHERE APPROPRIATE, TOWARD PROVIDING PUBLIC ACCESS AND CREATING EDUCATIONAL OPPORTUNITIES. WE MAINTAIN TRAILS AND CAMPSITES AND OWN SEVERAL NATURAL AREAS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 182960 | Expense |
| Description | CONSERVATION EDUCATION- THROUGH PUBLICATIONS, EVENTS, AND OUTDOOR PROGRAMS, WE EDUCATE, EMPOWER, MOTIVATE, AND INSPIRE PEOPLE TO SUPPORT LAND CONSERVATION AND STEWARDSHIP BY VOLUNTARY ACTION. WE ENGAGE PRIVATE AND PUBLIC SUPPORT AND BUILD PARTNERSHIPS TO CARRY OUT CONSERVATION TRANSACTIONS. WE ENCOURAGE CIVIC PARTICIPATION IN CONSERVATION STRATEGIES AND PRIORITIES. WE ENCOURAGE PEOPLE TO ENJOY AND CARE FOR OPEN SPACE AND NATURAL RESOURCES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 1180394 | 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 | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | 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 | 0 | 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 | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | 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 | 13 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 11 | 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 | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | 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 | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | 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 | 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 | NH | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEANIE MCINTYRE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6036436626 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 BUCK ROAD | AddressLine1 |
| City | HANOVER | City |
| State | NH | State |
| ZIP Code | 03755 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (14 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| TOM CIARDELLI | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| SUSAN RENAUD | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| STEVE FOWLER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| TRACY BROWN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ROGER HANLON | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| QUENTIN FAULKNER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MANNING ROUNTREE | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JUNE HEMBERGER | ||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | |
| JAMES REYNOLDS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| CHUCK WOOSTER | ||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | |
| CHRIS NESBITT | ||||||
| VICE CHAIR | 1.00 | X | 0 | 0 | 0 | |
| BOB WETZEL | ||||||
| CHAIR | 2.00 | X | 0 | 0 | 0 | |
| ANNE PEYTON | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JEANIE MCINTYRE | ||||||
| EXECUTIVE DIRECTOR | 40.00 | 90125 | 0 | 5928 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 90125 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 5928 | 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 |
| Membership Dues | 63278 | MembershipDues |
| Government Grants | 555722 | GovernmentGrants |
| All Other Contributions | 673484 | AllOtherContributions |
| Total Contributions | 1292484 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CONSERVATION CONSULTIN | Description |
| Business Code | 541610 | BusinessCode |
| Total Revenue Column | 101374 | TotalRevenueColumn |
| Related Or Exempt Function Income | 101374 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 101374 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 62538 | TotalRevenueColumn |
| Exclusion | $62,538 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 21634 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 21634 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 21634 | TotalRevenueColumn |
| Exclusion | $21,634 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 11125 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 0 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11125 | TotalRevenueColumn |
| Exclusion | $11,125 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1489155 | TotalRevenueColumn |
| Related Or Exempt Function Income | 101374 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $95,297 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 96053 | Total |
| Program Services | 58593 | ProgramServices |
| Management And General | 24013 | ManagementAndGeneral |
| Fundraising | 13447 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 432341 | Total |
| Program Services | 354222 | ProgramServices |
| Management And General | 70454 | ManagementAndGeneral |
| Fundraising | 7665 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40448 | Total |
| Program Services | 33139 | ProgramServices |
| Management And General | 6592 | ManagementAndGeneral |
| Fundraising | 717 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 575 | Total |
| Program Services | 457 | ProgramServices |
| Management And General | 87 | ManagementAndGeneral |
| Fundraising | 31 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12875 | Total |
| Program Services | 10232 | ProgramServices |
| Management And General | 1957 | ManagementAndGeneral |
| Fundraising | 686 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13586 | Total |
| Program Services | 10797 | ProgramServices |
| Management And General | 2065 | ManagementAndGeneral |
| Fundraising | 724 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23095 | Total |
| Program Services | 21137 | ProgramServices |
| Management And General | 1180 | ManagementAndGeneral |
| Fundraising | 778 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6361 | Total |
| Program Services | 5211 | ProgramServices |
| Management And General | 1037 | ManagementAndGeneral |
| Fundraising | 113 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6249 | Total |
| Program Services | 6168 | ProgramServices |
| Management And General | 11 | ManagementAndGeneral |
| Fundraising | 70 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1816 | Total |
| Program Services | 1104 | ProgramServices |
| Management And General | 292 | ManagementAndGeneral |
| Fundraising | 420 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10557 | Total |
| Program Services | 8650 | ProgramServices |
| Management And General | 1720 | ManagementAndGeneral |
| Fundraising | 187 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19825 | Total |
| Program Services | 16243 | ProgramServices |
| Management And General | 3231 | ManagementAndGeneral |
| Fundraising | 351 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14749 | Total |
| Program Services | 12084 | ProgramServices |
| Management And General | 2404 | ManagementAndGeneral |
| Fundraising | 261 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PURCHASE OF CONSERVATIO | 612415 | 612415 | ||
| PRINTING AND PUBLICATIO | 17436 | 8116 | 8 | 9312 |
| MAINTENANCE AND REPAIRS | 7926 | 6494 | 1292 | 140 |
| POSTAGE | 4612 | 2634 | 192 | 1786 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14731 | Total |
| Program Services | 12698 | ProgramServices |
| Management And General | 1680 | ManagementAndGeneral |
| Fundraising | 353 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1335650 | Total |
| Program Services | 1180394 | ProgramServices |
| Management And General | 118215 | ManagementAndGeneral |
| Fundraising | 37041 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 200 | BOY |
| EOY | 200 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 773705 | BOY |
| EOY | 773479 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 92320 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1312 | BOY |
| EOY | 1341 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4977 | BOY |
| EOY | 3407 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1836100 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 216655 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1638661 | BOY |
| EOY | 1619445 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2389188 | BOY |
| EOY | 2602206 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 493479 | BOY |
| EOY | 450124 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5301522 | BOY |
| EOY | 5542522 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29625 | BOY |
| EOY | 39213 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 242759 | BOY |
| EOY | 201729 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 218867 | BOY |
| EOY | 218864 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 73387 | BOY |
| EOY | 63059 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 564638 | BOY |
| EOY | 522865 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1020911 | BOY |
| EOY | 1011210 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 786091 | BOY |
| EOY | 913520 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2929882 | BOY |
| EOY | 3094927 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4736884 | BOY |
| EOY | 5019657 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5301522 | BOY |
| EOY | 5542522 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 153505 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 129268 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| 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 Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 1669843 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 899479 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1393616 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1023471 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1292484 | CurrentTaxYear |
| Total | 6278893 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1669843 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 899479 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1393616 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1023471 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1292484 | CurrentTaxYear |
| Total | 6278893 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 6278893 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 56486 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 43921 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 48146 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 47974 | CurrentTaxYearMinus1Year |
| Current Tax Year | 62538 | CurrentTaxYear |
| Total | 259065 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16837 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 25670 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 24402 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 31842 | CurrentTaxYearMinus1Year |
| Current Tax Year | 32759 | CurrentTaxYear |
| Total | 131510 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 6669468 | TotalSupport |
| Gross Receipts From Admissions Etc | 510119 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.94140 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.94090 | 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 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 |
| Historic Land Area | X | HistoricLandArea |
| Total Number Of Easements | 436 | TotalNumberOfEasements |
| Total Acreage | 44631.00 | TotalAcreage |
| Nmbr States In Which Easements Held | 2 | NmbrStatesInWhichEasementsHeld |
| Written Policy Monitoring | 1 | WrittenPolicyMonitoring |
| Staff Hours Spent On Enforcement | 4284.00 | StaffHoursSpentOnEnforcement |
| Expenses Incurred For Enforcement | 155093 | ExpensesIncurredForEnforcement |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2389188 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 213018 | InvestmentEarningsOrLosses |
| End Of Year Balance | 2602206 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2387943 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 1245 | InvestmentEarningsOrLosses |
| End Of Year Balance | 2389188 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1996014 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 391929 | InvestmentEarningsOrLosses |
| End Of Year Balance | 2387943 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1804716 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 191298 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1996014 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1738249 | BeginningOfYearBalance |
| Contributions | 334967 | Contributions |
| Investment Earnings Or Losses | -268500 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1804716 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.68580 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.31420 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1240277 | OtherCostOrOtherBasis |
| Book Value | 1240277 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 528367 | OtherCostOrOtherBasis |
| Depreciation | 156033 | Depreciation |
| Book Value | 372334 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 67456 | OtherCostOrOtherBasis |
| Depreciation | 60622 | Depreciation |
| Book Value | 6834 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1619445 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS | Description |
| Book Value | 450124 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 450124 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| EASEMENT INSTALLMENT PAYABLE | $48,721 |
| CHARITABLE GIFT ANNUITY PAYABLE | $14,338 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 63059 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 1618423 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 129268 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 129268 | RevenueNotRptdF990 |
| Revenue Subtotal | 1489155 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1489155 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1335650 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1335650 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1335650 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF EASEMENTS ENFORCEMENT POLICIES: | PART II, LINE 5: | UVLT MONITORS ITS CONSERVATION EASEMENT PROPERTIES REGULARLY, AT LEAST ANNUALLY, IN A MANNER APPROPRIATE TO THE SIZE AND RESTRICTIONS OF EACH PROPERTY. ROUTINE MONITORING CONSISTS OF REVIEWING A SYNOPSIS OF THE PROJECT FILE AND BASELINE DOCUMENTATION REPORT,CONTACTING THE LANDOWNER TO DISCUSS THE MONITORING PROCESS AND TO MAINTAIN CORDIAL RELATIONS, INSPECTING THE PROPERTY, AND DOCUMENTING THE VISIT. |
| DESCRIPTION OF HOW ORGANIZATION REPORTS CONSERVATION EASEMENTS: | PART II, LINE 9: | THE UPPER VALLEY LAND TRUST WORKS WITH LANDOWNERS WHO CHOOSE TO PROTECT THE NATURAL RESOURCES AND SCENIC VALUES OF THEIR LAND FOR FUTURE GENERATIONS. THE UPPER VALLEY LAND TRUST USES LEGALLY BINDING AGREEMENTS TO RESTRICT DEVELOPMENT WHILE ENCOURAGING SUSTAINABLE USES AND WISE STEWARDSHIP. CONSERVATION AGREEMENTS REMAIN IN EFFECT, SAFEGUARDED BY UVLT,AS PROTECTED PROPERTY CHANGES OWNERS THROUGH THE YEARS. AS OF 6/30/2013, UVLT HOLDS 436 CONSERVATION EASEMENTS COVERING 43,701 ACRES AND 14 FEE INTERESTS COVERING 930 ACRES. TOTAL PROPERTIES WITH CONSERVATION INTERESTS = 450, COVERING 44,631 ACRES. UVLT HAS NO EASEMENTS ON BUILDINGS OR STRUCTURES,AND NONE THAT ENCUMBER A GOLF COURSE OR PORTIONS OF A GOLF COURSE. THEY DO NOT HOLD ANY CONSERVATION EASEMENTS THAT WERE GRANTED PURSUANT TO APPROVAL OF A RESIDENTIAL DEVELOPMENT OR ARE LOCATED WITHIN SUCH A DEVELOPMENT. UVLT HOLDS NO EASEMENTS THAT WERE ACQUIRED IN A TRANSACTION DESCRIBED UNDER THE PURCHASE OF REAL PROPERTY FROM CHARITABLE ORGANIZATIONS IN NOTICE 2004-41. THE UPPER VALLEY LAND TRUST HAS NO EASEMENTS ON BUILDINGS OR STRUCTURES ACQUIRED AFTER AUGUST 17, 2006. |
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE ENDOWMENT FUNDS ARE INTENDED TO EARN A LONG-TERM TOTAL ANNUAL RATE OF RETURN AND INCLUDE ASSETS OF DONOR-RESTRICTED FUNDS IN WHICH THE ORGANIZATION MUST HOLD FOR A PERIOD SPECIFIED BY THE DONOR. |
Schedule M IRS990ScheduleM
Qualified Contrib Other QualifiedContribOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 5 | NumberOfContributions |
| Method Of Determining Revenues | ZERO VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | UVLT IS A MEMBERSHIP SUPPORTED NONPROFIT ORGANIZATION. ANY PERSON, BUSINESS, OR ORGANIZATION SHALL BE ENTITLED TO MEMBERSHIP IN THE TRUST UPON THE PAYMENT OF ANNUAL DUES. | |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS THAT ARE IN GOOD STANDING ARE EMPOWERED TO VOTE ON CANDIDATES FOR THE BOARD OF TRUSTEES. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PREPARED BY A QUALIFIED CPA FIRM SELECTED BY THE BOARD FOR THE ANNUAL AUDIT. THIS FIRM PREPARES THE FORM 990 BASED ON INFORMATION PROVIDED TO IT BY UVLT STAFF AND IS SUBJECT TO THEIR NORMAL ACCOUNTING CHECKS AND PROCEDURES. THE FORM 990 IS THEN REVIEWED AND APPROVED BY THE FINANCE COMMITTEE AND, UPON RECOMMENDATION OF THE COMMITTEE, THE BOARD OF TRUSTEES. | |
| FORM 990, PART VI, SECTION B, LINE 12C | TRUSTEES REVIEW THE CONFLICT OF INTEREST POLICY ANNUALLY AND PROVIDE SIGNED DISCLOSURES OF ANY POTENTIAL CONFLICTS. THE PRESIDENT AND THE EXECUTIVE COMMITTEE MONITOR COMPLIANCE ON AN ONGOING BASIS. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PROCESS FOR DETERMINING COMPENSATION OF THE ORGANIZATION'S EXECUTIVE DIRECTOR AND KEY EMPLOYEES IS REVIEWED AND APPROVED ON AN ANNUAL BASIS BY THE BOARD OF DIRECTORS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | UVLT MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART XI, LINE 2C | THE PROCESS OF COMPLETING OUR FINANCIAL STATEMENTS AND REPORT HAS NOT CHANGED SINCE THE PRIOR YEAR. | FINANCIAL STATEMENTS AND REPORT |
| FORM 990, PART V, LINE 3B. | UPPER VALLEY LAND TRUST DOES NOT REPORT UNRELATED BUSINESS INCOME, AS WE UNDERSTAND THE DEFINITION, WE DID NOT HAVE ANY TO REPORT. | UNRELATED BUSINESS INCOME |
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