Civic Intelligence

Southbury Land Trust Inc

EIN 06-0977326 • 501(c)3 • Southbury, CT

Profile

The primary exempt purpose is the preservation of natural resources in southbury, connecticut including associated water, woodlands, open spaces, and animal and planet life therein

PO Box 600Southbury, CT 06488

southburylandtrust.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

6th percentile

0.00x

Higher debt load relative to assets than 6% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

11th percentile

0.01x

Higher debt load relative to revenue than 11% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

75th percentile

21%

Higher net margin than 75% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

37th percentile

0.8%

Faster asset growth than 37% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

4th percentile

-55%

Faster revenue growth than 4% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$11,981,491

Up $92,055 (+0.8%) from 2023

Liabilities

Up

$1,964

Up $1,303 (+197%) from 2023

Net Assets

Up

$11,979,527

Up $90,752 (+0.8%) from 2023

Operations
Liabilities / Revenue11th percentileNet Margin75th percentile

Revenue

Down

$175,863

Down $218,214 (-55%) from 2023

Expenses

Up

$139,107

Up $25,136 (+22%) from 2023

Net Income

Down

$36,756

Down $243,350 (-87%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2010: $10,166,080Liabilities 2010: $4,369Net Assets 2010: $10,161,7112010Assets 2011: $10,165,995Liabilities 2011: $5,943Net Assets 2011: $10,160,0522011Assets 2012: $10,196,887Liabilities 2012: $4,828Net Assets 2012: $10,192,0592012Assets 2013: $10,658,994Liabilities 2013: $2,328Net Assets 2013: $10,656,6662013Assets 2014: $11,173,329Liabilities 2014: $4,225Net Assets 2014: $11,169,1042014Assets 2015: $11,136,069Liabilities 2015: $6,205Net Assets 2015: $11,129,8642015Assets 2016: $11,172,602Liabilities 2016: $5,492Net Assets 2016: $11,167,1102016Assets 2017: $11,222,173Liabilities 2017: $2,142Net Assets 2017: $11,220,0312017Assets 2018: $11,190,996Liabilities 2018: $4,977Net Assets 2018: $11,186,0192018Assets 2019: $11,273,289Liabilities 2019: $2,036Net Assets 2019: $11,271,2532019Assets 2020: $11,291,746Liabilities 2020: $469Net Assets 2020: $11,291,2772020Assets 2021: $11,594,516Liabilities 2021: $243Net Assets 2021: $11,594,2732021Assets 2022: $11,509,606Liabilities 2022: $82Net Assets 2022: $11,509,5242022Assets 2023: $11,889,436Liabilities 2023: $661Net Assets 2023: $11,888,7752023Assets 2024: $11,981,491Liabilities 2024: $1,964Net Assets 2024: $11,979,5272024

Highlighted filing

2024

Assets$11,981,491
Liabilities$1,964
Net Assets$11,979,527
Open 2024 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2010: $291,287Expenses 2010: $90,454Net Income 2010: $200,8332010Revenue 2011: $68,923Expenses 2011: $80,513Net Income 2011: -$11,5902011Revenue 2012: $108,502Expenses 2012: $92,649Net Income 2012: $15,8532012Revenue 2013: $492,987Expenses 2013: $80,946Net Income 2013: $412,0412013Revenue 2014: $64,977Expenses 2014: $92,362Net Income 2014: -$27,3852014Revenue 2015: $80,340Expenses 2015: $86,480Net Income 2015: -$6,1402015Revenue 2016: $80,656Expenses 2016: $96,056Net Income 2016: -$15,4002016Revenue 2017: $69,900Expenses 2017: $76,682Net Income 2017: -$6,7822017Revenue 2018: $86,968Expenses 2018: $83,982Net Income 2018: $2,9862018Revenue 2019: $89,913Expenses 2019: $101,379Net Income 2019: -$11,4662019Revenue 2020: $111,148Expenses 2020: $95,812Net Income 2020: $15,3362020Revenue 2021: $318,322Expenses 2021: $99,586Net Income 2021: $218,7362021Revenue 2022: $77,028Expenses 2022: $99,485Net Income 2022: -$22,4572022Revenue 2023: $394,077Expenses 2023: $113,971Net Income 2023: $280,1062023Revenue 2024: $175,863Expenses 2024: $139,107Net Income 2024: $36,7562024

Highlighted filing

2024

Revenue$175,863
Expenses$139,107
Net Income$36,756
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,981,491
Liabilities
$1,964
Net assets
$11,979,527
Revenue
$175,863
Expenses
$139,107
Net income
$36,756
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$0.18$0.14$0.04
2023Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$0.39$0.11$0.28
2022Detailed filing. Detailed filing data is available for this year.$11.5$0.00$11.5$0.08$0.10$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.6$0.00$11.6$0.32$0.10$0.22
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.3$0.00$11.3$0.11$0.10$0.02
2019Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$0.09$0.10$0.01
2018Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$0.09$0.08$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.2$0.00$11.2$0.07$0.08$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.2$0.01$11.2$0.08$0.10$0.02
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$11.1$0.01$11.1$0.08$0.09$0.01
2014Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$0.06$0.09$0.03
2013Summary only. Only limited summary data is available for this year.$10.7$0.00$10.7$0.49$0.08$0.41
2012Summary only. Only limited summary data is available for this year.$10.2$0.00$10.2$0.11$0.09$0.02
2011Summary only. Only limited summary data is available for this year.$10.2$0.01$10.2$0.07$0.08$0.01
2010Summary only. Only limited summary data is available for this year.$10.2$0.00$10.2$0.29$0.09$0.20
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 21, 2025
Return Version
2024v5.0
Gross Receipts
$246,775
Mission and Program Overview

Mission

The primary exempt purpose is the preservation of natural resources in southbury, connecticut including associated water, woodlands, open spaces, and animal and planet life therein

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$10,756,213$11,004,230▲ $248,017
Investments in Publicly Traded Securities$871,550$886,858▲ $15,308
Savings and Temporary Cash Investments$231,848$61,029▼ $170,819
Cash and Non-Interest-Bearing Accounts$24,861$29,374▲ $4,513
Prepaid Expenses and Deferred Charges$4,964--
Total Assets$11,889,436$11,981,491▲ $92,055
Liabilities
Accounts Payable and Accrued Expenses$661$1,528▲ $867
Other Liabilities-$436-
Total Liabilities$661$1,964▲ $1,303
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$11,673,397$11,785,845▲ $112,448
Net Assets With Donor Restrictions$215,378$193,682▼ $21,696
Total Net Assets Fund Balance$11,888,775$11,979,527▲ $90,752
Total Liabilities and Net Assets / Fund Balance$11,889,436$11,981,491▲ $92,055

Asset Categories

AssetBook ValueDepreciationBasis
Land$10,971,778-$10,971,778
Other Land Buildings$32,452$28,771$61,223
Compensation and Service Providers
Top Officer Pay15th percentile

Board Members and Trustees

NameTitle
Joseph RuggieroPresident
Anne ColbyTrustee
Donna CivitelloTrustee
Edward PlattTrustee
Kempshall McandrewTrustee
Laura HineTrustee
Michael MatteraTrustee
William NeilSecretary
John SchmidtTreasurer
Thomas CriderVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$158,830
Program Service Revenue
$0
Investment Income
$16,900
Other Revenue
$133
All Other Contributions
$158,830
Change in Net Assets
$36,756
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$74,369
Salaries, Compensation, and Employee Benefits$64,738
Total Fundraising Expense$7,797
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$40,018$12,474$6,237$58,729
Office Expenses-$10,828-$10,828
Fees for Services Other$7,474$1,917-$9,391
Insurance$5,329$1,661$831$7,821
Occupancy-$6,452-$6,452
Payroll Taxes$3,776$1,177$588$5,541
Fees for Services Accounting-$3,960-$3,960
Other Expenses$1,415$170-$1,585
Depreciation Depletion$1,311--$1,311
All Other Expenses$1,088$22$91$1,201
Advertising$1,073--$1,073
Conferences and Meetings$565--$565
Pension Plan Contributions$319$99$50$468
Total Functional Expenses$87,586$43,724$7,797$139,107
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
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Retirement Contributions$436
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“The southbury land trust inc. Is organized as a nonstock corporation. The board of trustees is its governing body and trustees are elected by the membership.”

Form 990, Page 6, Part VI, Line 11B

“Organization's process to review form 990 - a copy of the form 990 is provided ot the treasurer and the board's finance committee prior to filing. On behalf of the board, the treasurer and finance committee reveiw s the return comprehensively before filing.”

Form 990, Page 6, Part VI, Line 12C

“The organization requires annual disclosure by officers, trustees and employees and monitors compliance throughout the year.”

Form 990, Page 6, Part VI, Line 15A

“Compensation process for top official annually the executive board evaluates the performance and compensation for the directors.”

Form 990, Page 6, Part VI, Line 15B

“Compensation process for officers annually the executive board evaluates the performance and compensation for the other key employers”

Form 990, Page 6, Part VI, Line 19

“Governing documents disclosure explanation documents are provided upon request”

Filing and Contact Details

Filer

Filer Name
Southbury Land Trust Inc
EIN
06-0977326
Phone
2032644441
Address
PO BOX 600, SOUTHBURY, CT 06488

Signing Officer

Name
Joseph Ruggiero
Title
President
Phone
2032644441
Signed
2025-07-21

Organization Details

Principal Officer
Joseph Ruggiero
Formed
1978
Legal Domicile
Ct
Voting Board Members
10
Independent Board Members
10
Employees
2
Volunteers
50

Preparer

Firm
Diversified Financial Solutions
Address
100 MAIN STREET NORTH, SOUTHBURY, CT 06488
Preparer
Israel O Perez CPA
Phone
2032643131
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 1, Part II, Line 9

“Conservation easements which are purchased are reported at cost while easements which are donated are valued at 1.”

Raw XML AppendixShowing 400 of 416 raw XML fields

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

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0661
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01528
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE PRIMARY EXEMPT PURPOSE IS THE PRESERVATION OF NATURAL RESOURCES IN SOUTHBURY, CONNECTICUT INCLUDING ASSOCIATED WATER, WOODLANDS, OPEN SPACES, AND ANIMAL AND PLANET LIFE THEREIN
IRS990/AdvertisingGrp/ProgramServicesAmt01073
IRS990/AdvertisingGrp/TotalAmt01073
IRS990/AllOtherContributionsAmt0158830
IRS990/AllOtherExpensesGrp/FundraisingAmt091
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt022
IRS990/AllOtherExpensesGrp/ProgramServicesAmt01088
IRS990/AllOtherExpensesGrp/TotalAmt01201
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0JOHN SCHMIDT
IRS990/BooksInCareOfDetail/PhoneNum02032644441
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt043 WOOD LOT LANE
IRS990/BooksInCareOfDetail/USAddress/CityNm0SOUTHBURY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd006488
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt024861
IRS990/CashNonInterestBearingGrp/EOYAmt029374
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0565
IRS990/ConferencesMeetingsGrp/TotalAmt0565
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0true
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0158830
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt016900
IRS990/CYOtherExpensesAmt074369
IRS990/CYOtherRevenueAmt0133
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt036756
IRS990/CYSalariesCompEmpBnftPaidAmt064738
IRS990/CYTotalExpensesAmt0139107
IRS990/CYTotalFundraisingExpenseAmt07797
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0175863
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt01311
IRS990/DepreciationDepletionGrp/TotalAmt01311
IRS990/Desc0EVALUATION OF PROPERTY FOR ACQUISTION AND MAINTENANCE AND MONITORING OF THE ORGANIZATION'S PROPERTY.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0215378
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0193682
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt087586
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03960
IRS990/FeesForServicesAccountingGrp/TotalAmt03960
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt01917
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt07474
IRS990/FeesForServicesOtherGrp/TotalAmt09391
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0JOSEPH RUGGIERO
IRS990/Form990PartVIISectionAGrp/PersonNm1THOMAS CRIDER
IRS990/Form990PartVIISectionAGrp/PersonNm2JOHN SCHMIDT
IRS990/Form990PartVIISectionAGrp/PersonNm3WILLIAM NEIL
IRS990/Form990PartVIISectionAGrp/PersonNm4DONNA CIVITELLO
IRS990/Form990PartVIISectionAGrp/PersonNm5EDWARD PLATT
IRS990/Form990PartVIISectionAGrp/PersonNm6MICHAEL MATTERA
IRS990/Form990PartVIISectionAGrp/PersonNm7LAURA HINE
IRS990/Form990PartVIISectionAGrp/PersonNm8ANNE COLBY
IRS990/Form990PartVIISectionAGrp/PersonNm9KEMPSHALL MCANDREW
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01978
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-8006
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt062906
IRS990/GrossReceiptsAmt0246775
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt010
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt0831
IRS990/InsuranceGrp/ManagementAndGeneralAmt01661
IRS990/InsuranceGrp/ProgramServicesAmt05329
IRS990/InsuranceGrp/TotalAmt07821
IRS990/InvestmentIncomeGrp/ExclusionAmt024906
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt024906
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0871550
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0886858
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt028771
IRS990/LandBldgEquipBasisNetGrp/BOYAmt010756213
IRS990/LandBldgEquipBasisNetGrp/EOYAmt011004230
IRS990/LandBldgEquipCostOrOtherBssAmt011033001
IRS990/LegalDomicileStateCd0CT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt070912
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE PRIMARY EXEMPT PURPOSE IS THE PRESERVATION OF NATURAL RESOURCES IN SOUTHBURY, CONNECTICUT INCLUDING ASSOCIATED WATER, WOODLANDS, OPEN SPACES, AND ANIMAL AND PLANET LIFE THEREIN
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt011888775
IRS990/NetAssetsOrFundBalancesEOYAmt011979527
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-8006
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-8006
IRS990/NetUnrlzdGainsLossesInvstAmt053996
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt011673397
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt011785845
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt06452
IRS990/OccupancyGrp/TotalAmt06452
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt010828
IRS990/OfficeExpensesGrp/TotalAmt010828
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0LAND STEWARDSHIP
IRS990/OtherExpensesGrp/Desc1EVENT & PRINTING
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3ALL OTHER EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04964
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1170
IRS990/OtherExpensesGrp/ProgramServicesAmt019085
IRS990/OtherExpensesGrp/ProgramServicesAmt16133
IRS990/OtherExpensesGrp/ProgramServicesAmt21415
IRS990/OtherExpensesGrp/TotalAmt019085
IRS990/OtherExpensesGrp/TotalAmt16133
IRS990/OtherExpensesGrp/TotalAmt24964
IRS990/OtherExpensesGrp/TotalAmt31585
IRS990/OtherLiabilitiesGrp/EOYAmt0436
IRS990/OtherRevenueMiscGrp/Desc0MISC
IRS990/OtherRevenueMiscGrp/ExclusionAmt0133
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0133
IRS990/OtherRevenueTotalAmt0133
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt06237
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt012474
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt040018
IRS990/OtherSalariesAndWagesGrp/TotalAmt058729
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0588
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01177
IRS990/PayrollTaxesGrp/ProgramServicesAmt03776
IRS990/PayrollTaxesGrp/TotalAmt05541
IRS990/PensionPlanContributionsGrp/FundraisingAmt050
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt099
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0319
IRS990/PensionPlanContributionsGrp/TotalAmt0468
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04964
IRS990/PrincipalOfficerNm0JOSEPH RUGGIERO
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIPS FOR SOUTHBURY RESIDENTS ENTERING AN EDUCATIONAL PROGRAM RELATING TO THE PRESERVATION AND STUDY OF THE ENVIRONMENT AND NATURAL RESOURCES.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0368701
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt024095
IRS990/PYOtherExpensesAmt052950
IRS990/PYOtherRevenueAmt01281
IRS990/PYRevenuesLessExpensesAmt0280106
IRS990/PYSalariesCompEmpBnftPaidAmt061021
IRS990/PYTotalExpensesAmt0113971
IRS990/PYTotalRevenueAmt0394077
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt036756
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0231848
IRS990/SavingsAndTempCashInvstGrp/EOYAmt061029
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0RESTRICTED FOR PURCHASE OF LAND 0
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1300
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SUPPORTING SCHEDULE
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0158830
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0368701
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt057568
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt066007
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt091128
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0742234
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt024906
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt024095
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt019360
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt017617
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt018522
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0104500
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0100
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0100
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0100
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0300
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.80400
IRS990ScheduleA/PublicSupportPY170Pct00.73820
IRS990ScheduleA/PublicSupportTotal170Amt0681257
IRS990ScheduleA/SubstantialContributorsTotAmt060977
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0158830
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0368701
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt057568
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt066007
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt091128
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0742234
IRS990ScheduleA/TotalSupportAmt0847315
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt0281
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt0281
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/LandGrp/BookValueAmt010971778
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt010971778
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt032452
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt028771
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt061223
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0436
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED RETIREMENT CONTRIBUTIONS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CONSERVATION EASEMENTS WHICH ARE PURCHASED ARE REPORTED AT COST WHILE EASEMENTS WHICH ARE DONATED ARE VALUED AT 1.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 1, PART II, LINE 9
IRS990ScheduleD/TotalBookValueLandBuildingsAmt011004230
IRS990ScheduleD/TotalLiabilityAmt0436
IRS990ScheduleD/WrittenPolicyMonitoringInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE SOUTHBURY LAND TRUST INC. IS ORGANIZED AS A NONSTOCK CORPORATION. THE BOARD OF TRUSTEES IS ITS GOVERNING BODY AND TRUSTEES ARE ELECTED BY THE MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ORGANIZATION'S PROCESS TO REVIEW FORM 990 - A COPY OF THE FORM 990 IS PROVIDED OT THE TREASURER AND THE BOARD'S FINANCE COMMITTEE PRIOR TO FILING. ON BEHALF OF THE BOARD, THE TREASURER AND FINANCE COMMITTEE REVEIW S THE RETURN COMPREHENSIVELY BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION REQUIRES ANNUAL DISCLOSURE BY OFFICERS, TRUSTEES AND EMPLOYEES AND MONITORS COMPLIANCE THROUGHOUT THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION PROCESS FOR TOP OFFICIAL ANNUALLY THE EXECUTIVE BOARD EVALUATES THE PERFORMANCE AND COMPENSATION FOR THE DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPENSATION PROCESS FOR OFFICERS ANNUALLY THE EXECUTIVE BOARD EVALUATES THE PERFORMANCE AND COMPENSATION FOR THE OTHER KEY EMPLOYERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS DISCLOSURE EXPLANATION DOCUMENTS ARE PROVIDED UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CT
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt011889436
IRS990/TotalAssetsEOYAmt011981491
IRS990/TotalAssetsGrp/BOYAmt011889436
IRS990/TotalAssetsGrp/EOYAmt011981491
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0158830
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt07797
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt043724
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt087586
IRS990/TotalFunctionalExpensesGrp/TotalAmt0139107
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0661
IRS990/TotalLiabilitiesEOYAmt01964
IRS990/TotalLiabilitiesGrp/BOYAmt0661
IRS990/TotalLiabilitiesGrp/EOYAmt01964
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt011888775
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt011979527
IRS990/TotalProgramServiceExpensesAmt087586
IRS990/TotalRevenueGrp/ExclusionAmt025039
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-8006
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0175863
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt011889436
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt011981491
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0245 SKY VIEW DRIVE
IRS990/USAddress/CityNm0SOUTHBURY
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006488
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0SOUTHBURYLANDTRUST.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH RUGGIERO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02032644441
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHBURY LAND TRUST INC
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0060977326
ReturnHeader/Filer/PhoneNum02032644441
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 600
ReturnHeader/Filer/USAddress/CityNm0SOUTHBURY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT

Document Assets

No mirrored PDF or thumbnail assets are attached yet.