Civic Intelligence

The White Memorial Foundation Inc

990 • Fiscal year 2019 • EIN 06-0588850

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 02, 2020

Organization Profilewww.whitememorialcc.org

View Organization Page

71 Whitehall Road PO Box 368Litchfield, CT 06759

(860) 567-0857

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

18th percentile

0.01x

Higher debt load relative to assets than 18% of similar nonprofits.

2019 filings • 501(c)4 • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

43rd percentile

0.20x

Higher debt load relative to revenue than 43% of similar nonprofits.

2019 filings • 501(c)4 • $25M-$50M nonprofits • Source year 2019

Net Margin

77th percentile

26%

Higher net margin than 77% of similar nonprofits.

2019 filings • 501(c)4 • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

31st percentile

$100,818

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 6.8% of source-year revenue.

2019 filings • 501(c)4 • $25M-$50M nonprofits • Source year 2019

Asset Growth

74th percentile

15%

Faster asset growth than 74% of similar nonprofits.

2019 filings • 501(c)4 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

62nd percentile

7.3%

Faster revenue growth than 62% of similar nonprofits.

2019 filings • 501(c)4 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$25,061,216

Up $3,302,992 (+15%) from 2018

Net Assets

Up

$24,756,541

Up $3,204,683 (+15%) from 2018

Liabilities

Up

$304,675

Up $98,309 (+48%) from 2018

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin77th percentile

Revenue

Up

$1,486,367

Up $101,061 (+7.3%) from 2018

Expenses

Up

$1,092,656

Up $47,178 (+4.5%) from 2018

Net Income

Up

$393,711

Up $53,883 (+16%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40M$30M$20M$10M$0Assets 2010: $17,972,427Liabilities 2010: $385,626Net Assets 2010: $17,586,8012010Assets 2011: $17,194,339Liabilities 2011: $390,856Net Assets 2011: $16,803,4832011Assets 2012: $17,949,157Liabilities 2012: $424,016Net Assets 2012: $17,525,1412012Assets 2013: $19,982,635Liabilities 2013: $437,006Net Assets 2013: $19,545,6292013Assets 2014: $21,100,656Liabilities 2014: $412,700Net Assets 2014: $20,687,9562014Assets 2015: $20,157,466Liabilities 2015: $415,361Net Assets 2015: $19,742,1052015Assets 2016: $20,697,604Liabilities 2016: $172,029Net Assets 2016: $20,525,5752016Assets 2017: $23,279,941Liabilities 2017: $227,441Net Assets 2017: $23,052,5002017Assets 2018: $21,758,224Liabilities 2018: $206,366Net Assets 2018: $21,551,8582018Assets 2019: $25,061,216Liabilities 2019: $304,675Net Assets 2019: $24,756,5412019Assets 2020: $27,576,791Liabilities 2020: $297,443Net Assets 2020: $27,279,3482020Assets 2021: $29,652,804Liabilities 2021: $306,617Net Assets 2021: $29,346,1872021Assets 2022: $25,034,294Liabilities 2022: $316,611Net Assets 2022: $24,717,6832022Assets 2023: $27,947,364Liabilities 2023: $398,225Net Assets 2023: $27,549,1392023Assets 2024: $30,405,544Liabilities 2024: $416,614Net Assets 2024: $29,988,9302024

Highlighted filing

2019

Assets$25,061,216
Liabilities$304,675
Net Assets$24,756,541
Open 2019 Filing

Operations Trend

Revenue Growth62nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0Expenses 2010: $898,7692010Expenses 2011: $972,1352011Expenses 2012: $1,000,3062012Revenue 2013: $3,618,250Expenses 2013: $1,065,467Net Income 2013: $2,552,7832013Revenue 2014: $2,091,924Expenses 2014: $1,016,540Net Income 2014: $1,075,3842014Revenue 2015: $1,660,820Expenses 2015: $1,058,188Net Income 2015: $602,6322015Revenue 2016: $1,968,867Expenses 2016: $973,837Net Income 2016: $995,0302016Revenue 2017: $1,059,582Expenses 2017: $993,844Net Income 2017: $65,7382017Revenue 2018: $1,385,306Expenses 2018: $1,045,478Net Income 2018: $339,8282018Revenue 2019: $1,486,367Expenses 2019: $1,092,656Net Income 2019: $393,7112019Revenue 2020: $1,750,351Expenses 2020: $1,056,287Net Income 2020: $694,0642020Revenue 2021: $1,892,661Expenses 2021: $1,054,083Net Income 2021: $838,5782021Revenue 2022: $1,277,062Expenses 2022: $1,124,324Net Income 2022: $152,7382022Revenue 2023: $1,652,272Expenses 2023: $1,245,268Net Income 2023: $407,0042023Revenue 2024: $2,308,830Expenses 2024: $1,251,802Net Income 2024: $1,057,0282024

Highlighted filing

2019

Revenue$1,486,367
Expenses$1,092,656
Net Income$393,711
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 2, 2020
Return Version
2019v5.1
Gross Receipts
$3,276,798
Mission and Program Overview

Mission

The white memorial foundation is dedicated to land preservation by adhering to the following guiding principles: 1)conservation - to explore practical applications of our knowledge about the natural environment in order to discover principles of wise resourse management. 2)education - to foster personal experiences of nature under the guidance of skilled teachers and leaders. 3)recreation - to provide the public with opportunities to enjoy the resources and beauties of nature in a world where such opportunities are too rapidly becoming more difficult. 4)research - to promote the search for knowledge about our natural environment, through organized scientific observation and experimentation and to share this knowledge with the public.

Dedicated to preserving forests and countryside, so that all may enjoy the gifts of nature that abound.This is achieved through the following principles: Recreation, Education, Conservation and Research.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$18,953,877$22,203,400▲ $3,249,523
Land, Buildings, and Equipment, Net$2,210,873$2,304,597▲ $93,724
Cash and Non-Interest-Bearing Accounts$116,139$253,082▲ $136,943
Accounts Receivable$163,460$162,053▼ $1,407
Other Notes and Loans Receivable, Net$139,659$101,824▼ $37,835
Prepaid Expenses and Deferred Charges$159,242$24,913▼ $134,329
Inventories for Sale or Use$6,807$4,495▼ $2,312
Total Assets$21,758,224$25,061,216▲ $3,302,992
Other Assets Total$8,167$6,852▼ $1,315
Liabilities
Other Liabilities$19,340$154,833▲ $135,493
Deferred Revenue$152,204$146,061▼ $6,143
Accounts Payable and Accrued Expenses$34,822$3,781▼ $31,041
Total Liabilities$206,366$304,675▲ $98,309
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$21,551,858$24,756,541▲ $3,204,683
Total Net Assets Fund Balance$21,551,858$24,756,541▲ $3,204,683
Total Liabilities and Net Assets / Fund Balance$21,758,224$25,061,216▲ $3,302,992

Asset Categories

AssetBook ValueDepreciationBasis
Land$1,561,309-$1,561,309
Buildings$566,274$713,233$1,279,507
Equipment$98,313$369,985$468,298
Other Land Buildings$78,701$189,210$267,911
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Keith CudworthFormer Executive DirectorFT$91,387$9,431$100,818
Peter PunziExecutive DirectorFT$21,970$4,212$26,182

Board Members and Trustees

NameTitle
Arthur H DiedrickPresident
Armand a Della MonicaDirector
Gerald W GaultDirector
Hugh SchoelzelDirector
James a YounglingDirector
John W MorosaniDirector
Ranger MackDirector
Susan Vw PollockDirector
William F Plunkett JrDirector
Charles W RorabackAsst Secretary-treasurer
Philip G SamponaroSecretary-treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$15,891
Program Service Revenue
$570,357
Investment Income
$900,119
Other Revenue
$0
Change in Net Assets
$393,711

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,462,228
Revenue Not Reported on Financial Statements
$24,139
Revenue Not Reported on Form 990
$2,810,972
Other Revenue Adjustments
$24,139
Total Revenue per Audited Statements
$4,273,200
Total Revenue per Form 990
$1,486,367
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$524,488
Other Expenses$428,168
Grants and Similar Amounts Paid$140,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$211,431$146,247-$357,678
Grants to Domestic Orgs$140,000--$140,000
Insurance$111,765$16,749-$128,514
Other Employee Benefits$32,401$54,478-$86,879
Depreciation Depletion$71,628--$71,628
Payroll Taxes$16,887$13,091-$29,978
Occupancy$21,951$4,973-$26,924
Pension Plan Contributions$12,068$14,549-$26,617
Fees for Service Investment Mgmnt Fees-$24,139-$24,139
Current Officers, Directors, Trustees, and Key Employees$2,800$20,536-$23,336
Fees for Services Accounting-$21,300-$21,300
Office Expenses$973$14,373-$15,346
Fees for Services Other$13,012$900-$13,912
Conferences and Meetings-$8,732-$8,732
Other Expenses$0$7,156$0$7,156
All Other Expenses-$2,718-$2,718
Total Functional Expenses$741,573$351,083$0$1,092,656

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,092,656
Expenses per Audited Statements$1,068,517
Total Expenses per Audited Statements$1,068,517
Expenses Not Reported on Financial Statements$24,139
Other Expense Adjustments$24,139
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The White Memorial Conservation CenterLitchfield, CT501(c)3Conservation Study$140,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Susan VW PollockDirectorLeases LandNo$5,768
Keith R CudworthFormer Executive DirectorHouse RentalNo$750
Peter PunziExecutive DirectorHouse RentalNo$500
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Property Taxes$136,911
Other Accrued Expenses$11,070
Sewer Assessment Payable$6,852
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

“Organization's Process to Review Form 990: A copy of the Form 990 is provided to the full Board as soon as possible, usually by the May Board Meeting. At the next Board Meeting, the Board will review, discuss, and vote on the acceptance of Form 990. Once approved, the Form is signed by the Executive Director and filed.”

Form 990, Part VI, Section B, line 12C

“Board members and staff are asked to review and make sure that they are still in compliance with the written conflict of interest policy at the May Board Meeting. The conflict of interest policy is considered in all activities since the policy was adopted, even though no formal system has been set up to monitor compliance.”

Form 990, Part VI, Section C, line 19

“The aforementioned documents are made available to the public, upon request.”

Filing and Contact Details

Filer

Filer Name
The White Memorial Foundation Inc
EIN
06-0588850
Phone
8605670857
Address
71 WHITEHALL ROAD PO BOX 368, LITCHFIELD, CT 06759

Signing Officer

Name
Lukas Hyder
Title
Interrim Executive Director
Phone
8605670857
Signed
2020-06-02

Organization Details

Principal Officer
Lukas Hyder
Formed
1913
Legal Domicile
Ct
Voting Board Members
11
Independent Board Members
11
Employees
24
Volunteers
225

Preparer

Firm
Charles Heaven & Co
Address
207-231 Bank Street, Waterbury, CT 06702
Preparer
Enrico Melaragno CPA
Phone
2037534101
Supplemental Narrative

Financial Statement Notes

Part II, Line 9:

“The conservation easement is reported on the financial statements at $1 and is included in land.”

Part XI, Line 2D - Other Adjustments:

“Unrealized gain on securities 2,810,972.”

Part XI, Line 4B - Other Adjustments:

“Investment management fees - reported net with income on the financials 24,139.”

Part XII, Line 4B - Other Adjustments:

“Investment management fees - reported net with income on the financials 24,139.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12FORMER EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01913
IRS990/FormerOfcrEmployeesListedInd01
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0336616
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GovernmentGrantsAmt015891
IRS990/GrantAmt0140000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0140000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0140000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02127047
IRS990/GrossReceiptsAmt03276798
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt016749
IRS990/InsuranceGrp/ProgramServicesAmt0111765
IRS990/InsuranceGrp/TotalAmt0128514
IRS990/InventoriesForSaleOrUseGrp/BOYAmt06807
IRS990/InventoriesForSaleOrUseGrp/EOYAmt04495
IRS990/InvestmentIncomeGrp/ExclusionAmt0563503
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0563503
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt018953877
IRS990/InvestmentsPubTradedSecGrp/EOYAmt022203400
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01272428
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02210873
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02304597
IRS990/LandBldgEquipCostOrOtherBssAmt03577025
IRS990/LegalDomicileStateCd0CT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01790431
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0The White Memorial Foundation is dedicated to land preservation by adhering to the following guiding principles: 1)Conservation - To explore practical applications of our knowledge about the natural environment in order to discover principles of wise resourse management. 2)Education - To foster personal experiences of nature under the guidance of skilled teachers and leaders. 3)Recreation - To provide the public with opportunities to enjoy the resources and beauties of nature in a world where such opportunities are too rapidly becoming more difficult. 4)Research - To promote the search for knowledge about our natural environment, through organized scientific observation and experimentation and to share this knowledge with the public.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt021551858
IRS990/NetAssetsOrFundBalancesEOYAmt024756541
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0336616
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0336616
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02810972
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt021551858
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt024756541
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt04973
IRS990/OccupancyGrp/ProgramServicesAmt021951
IRS990/OccupancyGrp/TotalAmt026924
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt014373
IRS990/OfficeExpensesGrp/ProgramServicesAmt0973
IRS990/OfficeExpensesGrp/TotalAmt015346
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt08167
IRS990/OtherAssetsTotalGrp/EOYAmt06852
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt054478
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt032401
IRS990/OtherEmployeeBenefitsGrp/TotalAmt086879
IRS990/OtherExpensesGrp/Desc0Repair & Maintenance
IRS990/OtherExpensesGrp/Desc1Property Tax
IRS990/OtherExpensesGrp/Desc2Supplies
IRS990/OtherExpensesGrp/Desc3Search Committee
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01142
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt37156
IRS990/OtherExpensesGrp/ProgramServicesAmt073415
IRS990/OtherExpensesGrp/ProgramServicesAmt125173
IRS990/OtherExpensesGrp/ProgramServicesAmt28069
IRS990/OtherExpensesGrp/ProgramServicesAmt30
IRS990/OtherExpensesGrp/TotalAmt074557
IRS990/OtherExpensesGrp/TotalAmt125173
IRS990/OtherExpensesGrp/TotalAmt28069
IRS990/OtherExpensesGrp/TotalAmt37156
IRS990/OtherLiabilitiesGrp/BOYAmt019340
IRS990/OtherLiabilitiesGrp/EOYAmt0154833
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0146247
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0211431
IRS990/OtherSalariesAndWagesGrp/TotalAmt0357678
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0139659
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0101824
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt013091
IRS990/PayrollTaxesGrp/ProgramServicesAmt016887
IRS990/PayrollTaxesGrp/TotalAmt029978
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt014549
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt012068
IRS990/PensionPlanContributionsGrp/TotalAmt026617
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0159242
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt024913
IRS990/PrincipalOfficerNm0Lukas Hyder
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0532000
IRS990/ProgramServiceRevenueGrp/BusinessCd1532000
IRS990/ProgramServiceRevenueGrp/BusinessCd2110000
IRS990/ProgramServiceRevenueGrp/BusinessCd3453000
IRS990/ProgramServiceRevenueGrp/BusinessCd4453000
IRS990/ProgramServiceRevenueGrp/Desc0CT RENTAL REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1CAMPGROUND & MARINA REVENUE
IRS990/ProgramServiceRevenueGrp/Desc2LUMBER SALES & CONTRACT CUTTING
IRS990/ProgramServiceRevenueGrp/Desc3CAMPGROUND STORE SALES
IRS990/ProgramServiceRevenueGrp/Desc4OTHER PROGRAM INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0399692
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1109364
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt248470
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt311069
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt41762
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0399692
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1109364
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt248470
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt311069
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt41762
IRS990/ProgSrvcAccomActy2Grp/Desc0Campground store and Marina - provides services to visitors and campers who utilize the Foundation property.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0146402
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0120433
IRS990/ProgSrvcAccomActy3Grp/Desc0CT rentals - Provide cottages and summer dwellings to increase the utilization of the Foundation's property.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt091295
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0399692
IRS990/ProgSrvcAccomActyOtherGrp/Desc0General conservation and education - Overall maintenance of the Foundation property including roads and paths. This also includes research and education relating to forest and wildlife.
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt00
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt048470
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02932
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0142000
IRS990/PYInvestmentIncomeAmt0829457
IRS990/PYOtherExpensesAmt0413771
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0552917
IRS990/PYRevenuesLessExpensesAmt0339828
IRS990/PYSalariesCompEmpBnftPaidAmt0489707
IRS990/PYTotalExpensesAmt01045478
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01385306
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0393711
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01762
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0566274
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0713233
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01279507
IRS990ScheduleD/EquipmentGrp/BookValueAmt098313
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0369985
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0468298
IRS990ScheduleD/ExpensesIncurredEnforcementAmt0100
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt024139
IRS990ScheduleD/ExpensesSubtotalAmt01068517
IRS990ScheduleD/LandGrp/BookValueAmt01561309
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01561309
IRS990ScheduleD/OtherExpensesNotIncludedAmt024139
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt078701
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0189210
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0267911
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt06852
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt111070
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2136911
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SEWER ASSESSMENT PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1OTHER ACCRUED EXPENSES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2ACCRUED PROPERTY TAXES
IRS990ScheduleD/OtherRevenueAmt02810972
IRS990ScheduleD/OtherRevenuesNotIncludedAmt024139
IRS990ScheduleD/PreservationOpenSpaceInd0X
IRS990ScheduleD/ProtectionNaturalHabitatInd0X
IRS990ScheduleD/RevenueNotReportedAmt02810972
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt024139
IRS990ScheduleD/RevenueSubtotalAmt01462228
IRS990ScheduleD/StaffHoursSpentEnforcementCnt02.00
IRS990ScheduleD/StatesEasementsHeldCnt01
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The conservation easement is reported on the financial statements at $1 and is included in land.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Unrealized gain on securities 2,810,972.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2Investment management fees - reported net with income on the financials 24,139.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3Investment management fees - reported net with income on the financials 24,139.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part II, Line 9:

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,061,216
Liabilities
$304,675
Net assets
$24,756,541
Revenue
$1,486,367
Expenses
$1,092,656
Net income
$393,711
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$30.4$0.42$30.0$2.31$1.25$1.06
2023Detailed filing. Detailed filing data is available for this year.$27.9$0.40$27.5$1.65$1.25$0.41
2022Detailed filing. Detailed filing data is available for this year.$25.0$0.32$24.7$1.28$1.12$0.15
2021Detailed filing. Detailed filing data is available for this year.$29.7$0.31$29.3$1.89$1.05$0.84
2020Detailed filing. Detailed filing data is available for this year.$27.6$0.30$27.3$1.75$1.06$0.69
2019Detailed filing. Detailed filing data is available for this year.$25.1$0.30$24.8$1.49$1.09$0.39
2018Detailed filing. Detailed filing data is available for this year.$21.8$0.21$21.6$1.39$1.05$0.34
2017Detailed filing. Detailed filing data is available for this year.$23.3$0.23$23.1$1.06$0.99$0.07
2016Detailed filing. Detailed filing data is available for this year.$20.7$0.17$20.5$1.97$0.97$1.00
2015Detailed filing. Detailed filing data is available for this year.$20.2$0.42$19.7$1.66$1.06$0.60
2014Detailed filing. Detailed filing data is available for this year.$21.1$0.41$20.7$2.09$1.02$1.08
2013Detailed filing. Detailed filing data is available for this year.$20.0$0.44$19.5$3.62$1.07$2.55
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.9$0.42$17.5$1.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.2$0.39$16.8$0.97
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.0$0.39$17.6$0.90