Civic Intelligence

Sharon Land Trust Inc.

990 • Fiscal year 2016 • EIN 06-1069118

Oct 01, 2015 to Sep 30, 2016 • Filed on Jun 14, 2017

Organization ProfileWWW.SHARONLANDTRUST.ORG
PO Box 1027Sharon, CT 06069

(860) 364-0568

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

Higher debt load relative to assets than 5% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

6th percentile

0.00x

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

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

96th percentile

77%

Higher net margin than 96% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

62nd percentile

4.7%

Faster asset growth than 62% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

8th percentile

-38%

Faster revenue growth than 8% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$12,970,306

Up $576,715 (+4.7%) from 2015

Net Assets

Up

$12,967,921

Up $576,644 (+4.7%) from 2015

Liabilities

Up

$2,385

Up $71 (+3.1%) from 2015

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin96th percentile

Revenue

Down

$635,765

Down $389,953 (-38%) from 2015

Expenses

Down

$146,290

Down $134,397 (-48%) from 2015

Net Income

Down

$489,475

Down $255,556 (-34%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$30M$20M$10M$0Assets 2010: $8,897,772Liabilities 2010: $148,740Net Assets 2010: $8,749,0322010Assets 2011: $8,938,837Liabilities 2011: $149,105Net Assets 2011: $8,789,7322011Assets 2012: $9,038,323Liabilities 2012: $151,049Net Assets 2012: $8,887,2742012Assets 2013: $11,533,672Liabilities 2013: $149,821Net Assets 2013: $11,383,8512013Assets 2014: $11,921,473Liabilities 2014: $152,743Net Assets 2014: $11,768,7302014Assets 2015: $12,393,591Liabilities 2015: $2,314Net Assets 2015: $12,391,2772015Assets 2016: $12,970,306Liabilities 2016: $2,385Net Assets 2016: $12,967,9212016Assets 2017: $14,394,023Liabilities 2017: $1,192Net Assets 2017: $14,392,8312017Assets 2018: $15,277,700Liabilities 2018: $19,679Net Assets 2018: $15,258,0212018Assets 2019: $15,372,608Liabilities 2019: $9,454Net Assets 2019: $15,363,1542019Assets 2020: $15,461,612Liabilities 2020: $34,683Net Assets 2020: $15,426,9292020Assets 2021: $17,179,945Liabilities 2021: $10,781Net Assets 2021: $17,169,1642021Assets 2022: $18,343,217Liabilities 2022: $15,987Net Assets 2022: $18,327,2302022Assets 2023: $19,230,295Liabilities 2023: $6,134Net Assets 2023: $19,224,1612023Assets 2024: $21,889,755Liabilities 2024: $12,362Net Assets 2024: $21,877,3932024

Highlighted filing

2016

Assets$12,970,306
Liabilities$2,385
Net Assets$12,967,921
Open 2016 Filing

Operations Trend

Revenue Growth8th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $339,8132010Expenses 2011: $38,9892011Revenue 2012: $192,424Expenses 2012: $146,500Net Income 2012: $45,9242012Revenue 2013: $2,569,193Expenses 2013: $154,777Net Income 2013: $2,414,4162013Revenue 2014: $494,355Expenses 2014: $143,635Net Income 2014: $350,7202014Revenue 2015: $1,025,718Expenses 2015: $280,687Net Income 2015: $745,0312015Revenue 2016: $635,765Expenses 2016: $146,290Net Income 2016: $489,4752016Revenue 2017: $1,396,042Expenses 2017: $148,380Net Income 2017: $1,247,6622017Revenue 2018: $994,256Expenses 2018: $149,270Net Income 2018: $844,9862018Revenue 2019: $352,981Expenses 2019: $202,816Net Income 2019: $150,1652019Revenue 2020: $194,105Expenses 2020: $194,782Net Income 2020: -$6772020Revenue 2021: $437,607Expenses 2021: $53,052Net Income 2021: $384,5552021Revenue 2022: $1,457,489Expenses 2022: $225,490Net Income 2022: $1,231,9992022Revenue 2023: $1,197,411Expenses 2023: $281,002Net Income 2023: $916,4092023Revenue 2024: $3,043,538Expenses 2024: $402,417Net Income 2024: $2,641,1212024

Highlighted filing

2016

Revenue$635,765
Expenses$146,290
Net Income$489,475
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Jun 14, 2017
Return Version
2015v3.0
Gross Receipts
$635,765
Mission and Program Overview

Mission

The purpose of the trust is to protect and conserve land in the town of sharon ct

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$10,655,673$10,828,594▲ $172,921
Investments in Publicly Traded Securities$1,667,886$1,783,753▲ $115,867
Cash and Non-Interest-Bearing Accounts$9,989$217,752▲ $207,763
Savings and Temporary Cash Investments$60,043$140,207▲ $80,164
Total Assets$12,393,591$12,970,306▲ $576,715
Liabilities
Accounts Payable and Accrued Expenses$2,314$2,385▲ $71
Total Liabilities$2,314$2,385▲ $71
Net Assets / Fund Balance
Unrestricted Net Assets$9,906,508$10,231,765▲ $325,257
Permanently Rstr Net Assets$2,465,419$2,465,419→ $0
Temporarily Rstr Net Assets$19,350$270,737▲ $251,387
Total Net Assets Fund Balance$12,391,277$12,967,921▲ $576,644
Total Liabilities and Net Assets / Fund Balance$12,393,591$12,970,306▲ $576,715

Asset Categories

AssetBook ValueDepreciationBasis
Land$10,826,856-$10,826,856
Equipment$1,738$1,815$3,553

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$2,465,419---$2,465,419
2014$2,455,324$10,095--$2,465,419
2013$2,455,324---$2,455,324
2012$80,324$2,375,000--$2,455,324
2011$80,324---$80,324
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
Kathleen FuhrPresident
Chris ClowDirector
Christopher RobertsDirector
James D KrisselDirector
Jonathan DosterDirector
Lynden MillerDirector
Mardee CavallaroDirector
Patricia RowellDirector
Roger LiddellDirector
Ruth AdamsDirector
Ann H HepnerDirector Emeritus
Lawrence PowerEmeritus
Melinda M SweetSecretary
David SupinoVptreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$584,746
Program Service Revenue
$0
Investment Income
$51,019
Other Revenue
$0
All Other Contributions
$581,303
Change in Net Assets
$489,475

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Real Estate Other1$173,500Appraisal
Total Noncash Contributions1$173,500-

Audited Revenue Reconciliation

Revenue per Audited Statements
$635,765
Revenue Not Reported on Form 990
$87,169
Total Revenue per Audited Statements
$722,934
Total Revenue per Form 990
$635,765
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$84,262
Salaries, Compensation, and Employee Benefits$62,028
Total Fundraising Expense$4,503
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$42,875$10,400-$53,275
Fees for Service Investment Mgmnt Fees-$22,081-$22,081
Fees for Services Other-$7,333-$7,333
Other Expenses$5,133--$5,133
Insurance$3,361$1,575-$4,936
Other Employee Benefits$3,626$1,207-$4,833
Advertising--$4,503$4,503
Payroll Taxes$3,124$796-$3,920
Office Expenses-$3,292-$3,292
All Other Expenses-$988-$988
Depreciation Depletion$579--$579
Total Functional Expenses$94,115$47,672$4,503$146,290

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$146,290
Total Expenses per Audited Statements$146,290
Total Expenses per Form 990$146,290
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
No
Other officer compensation reviewed
No
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 governing body review Part VI line 11

“A member of the board of directors reviews and approve a draft of the 990 return prior to the return being filed”

Conflict of interest policy compliance Part VI line 12C

“To ensure that entity operates in a manner consistent with charitable purposes and does not engage in activities that could jeopardize its tax-exempt status, periodic reviews are conducted that include the following subjects:a. Whether compensation arrangements and benefits are resonable, are based on competent survey information, and are the results of armss lenghth bargaining.b. Whether partnerships, joint ventures, and arrangements with management organizations conform to the entitys written policies, are properly recorded, reflect resonable investment or payments for goods and services, further charitable purposes and do not result in inurement, impermissable private benefit or in an excess benefit transaction.”

Governing documents etc available to public Part VI line 19

“The entitys governing documents including forms 1023 and 990 are made available to the public upon request. The entitys conflict of interest, whistle blower and document retention policies are maintained and available upon request.”

Filing and Contact Details

Filer

Filer Name
Sharon Land Trust Inc
EIN
06-1069118
Address
PO BOX 1027, SHARON, CT 06069

Signing Officer

Name
David Supino
Title
Vptreasurer
Phone
8603640568
Signed
2017-06-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathleen Fuhr
Formed
1982
Legal Domicile
Ct
Voting Board Members
14
Independent Board Members
14
Employees
2

Preparer

Firm
Sinnamon and Associates LLC
Address
PO BOX 665, CANAAN, CT 06018
Preparer
George R Sinnamon CPA
Phone
8608247734
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

“Unrealized gain on investments”

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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/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
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IRS990/OtherExpensesGrp/Desc1LAND MANAGEMENET STEWARDSHIP
IRS990/OtherExpensesGrp/Desc2COMMUNITY OUTREACH
IRS990/OtherExpensesGrp/Desc3OTHER PROGRAM EXPENSES
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IRS990/OtherExpensesGrp/ProgramServicesAmt111059
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IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0796
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IRS990/PayrollTaxesGrp/TotalAmt03920
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IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02465419
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0KATHLEEN FUHR
IRS990/ProfessionalFundraisingInd0false
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IRS990/PYInvestmentIncomeAmt0163932
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IRS990/QuidProQuoContributionsInd0false
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IRS990/ReconcilationRevenueExpnssAmt0489475
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0130235
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt016760
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt018285
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt031135
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IRS990ScheduleA/InvestmentIncomeCYPct00.02000
IRS990ScheduleA/InvestmentIncomePYPct00.05000
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02532240
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0130235
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02549000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0148520
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03916185
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
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IRS990/ScheduleBRequiredInd0true
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt010095
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02455324
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02455324
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt080324
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt02375000
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt080324
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt01738
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01815
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03553
IRS990ScheduleD/ExpensesIncurredEnforcementAmt09214
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IRS990ScheduleD/RevenueSubtotalAmt0635765
IRS990ScheduleD/StaffHoursSpentEnforcementCnt0336
IRS990ScheduleD/StatesEasementsHeldCnt01
IRS990ScheduleD/TotalAcreageCnt01729.88
IRS990ScheduleD/TotalBookValueLandBuildingsAmt010828594
IRS990ScheduleD/TotalEasementsCnt037
IRS990ScheduleD/TotalExpensesPerForm990Amt0146290
IRS990ScheduleD/TotalRevenuePerForm990Amt0635765
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0722934
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0146290
IRS990ScheduleD/WrittenPolicyMonitoringInd0true
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/RealEstateOtherGrp/ContributionCnt01
IRS990ScheduleM/RealEstateOtherGrp/MethodOfDeterminingRevenuesTxt0APPRAISAL
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IRS990ScheduleM/RealEstateOtherGrp/NoncashContributionsRptF990Amt0173500
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0true
IRS990ScheduleM/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION USING A THIRD PARTY FIRM TO RECEIVE DONATIONS OF CONTRIBUTED STOCK. THESE SHARES ARE IMMEDIATELY SOLD AND THE CASH TRANSFERRED TO THE ORGANIZATION
IRS990ScheduleM/SupplementalInformationDetail/FormAndLineReferenceDesc0Additional Information for Schedule M
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A MEMBER OF THE BOARD OF DIRECTORS REVIEWS AND APPROVE A DRAFT OF THE 990 RETURN PRIOR TO THE RETURN BEING FILED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO ENSURE THAT ENTITY OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS ARE CONDUCTED THAT INCLUDE THE FOLLOWING SUBJECTS:A. WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE RESONABLE, ARE BASED ON COMPETENT SURVEY INFORMATION, AND ARE THE RESULTS OF ARMSS LENGHTH BARGAINING.B. WHETHER PARTNERSHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS CONFORM TO THE ENTITYS WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT RESONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FURTHER CHARITABLE PURPOSES AND DO NOT RESULT IN INUREMENT, IMPERMISSABLE PRIVATE BENEFIT OR IN AN EXCESS BENEFIT TRANSACTION.

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,970,306
Liabilities
$2,385
Net assets
$12,967,921
Revenue
$635,765
Expenses
$146,290
Net income
$489,475
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.9$0.01$21.9$3.04$0.40$2.64
2023Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$19.2$0.01$19.2$1.20$0.28$0.92
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.3$0.02$18.3$1.46$0.23$1.23
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.2$0.01$17.2$0.44$0.05$0.38
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.5$0.03$15.4$0.19$0.19$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.4$0.01$15.4$0.35$0.20$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.3$0.02$15.3$0.99$0.15$0.84
2017Detailed filing. Detailed filing data is available for this year.$14.4$0.00$14.4$1.40$0.15$1.25
2016Detailed filing. Detailed filing data is available for this year.$13.0$0.00$13.0$0.64$0.15$0.49
2015Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$1.03$0.28$0.75
2014Detailed filing. Detailed filing data is available for this year.$11.9$0.15$11.8$0.49$0.14$0.35
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.5$0.15$11.4$2.57$0.15$2.41
2012Summary only. Only limited summary data is available for this year.$9.04$0.15$8.89$0.19$0.15$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.94$0.15$8.79$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.90$0.15$8.75$0.34