Civic Intelligence

Westchester Land Trust Inc

EIN 13-3507910 • 501(c)3 • Bedford Hills, NY

Profile

The primary mission of the Westchester Land Trust is to conserve, maintain and enhance the natural environment and resources of Westchester County. The Trust acquires interests in land exhibiting important natural features or values.

403 Harris RoadBedford Hills, NY 10507

www.westchesterlandtrust.org

Siviq Scores

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

Liabilities / Assets

24th percentile

0.04x

Higher debt load relative to assets than 24% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.52x

Higher debt load relative to revenue than 66% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

66th percentile

12%

Higher net margin than 66% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

39th percentile

2.7%

Faster asset growth than 39% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

5th percentile

-43%

Faster revenue growth than 5% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Up

$27,269,531

Up $720,385 (+2.7%) from 2023

Liabilities

Up

$1,125,027

Up $10,000 (+0.9%) from 2023

Net Assets

Up

$26,144,504

Up $710,385 (+2.8%) from 2023

Revenue

Down

$2,176,146

Down $1,672,564 (-43%) from 2023

Expenses

Down

$1,919,319

Down $1,694,737 (-47%) from 2023

Net Income

Up

$256,827

Up $22,173 (+9.4%) from 2023

Trend Graphs

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2011: $27,887,419Liabilities 2011: $82,997Net Assets 2011: $27,804,4222011Assets 2012: $27,488,160Liabilities 2012: $53,555Net Assets 2012: $27,434,6052012Assets 2013: $28,135,428Liabilities 2013: $66,676Net Assets 2013: $28,068,7522013Assets 2014: $19,839,635Liabilities 2014: $41,963Net Assets 2014: $19,797,6722014Assets 2015: $19,792,247Liabilities 2015: $51,340Net Assets 2015: $19,740,9072015Assets 2016: $19,998,103Liabilities 2016: $97,083Net Assets 2016: $19,901,0202016Assets 2017: $20,627,260Liabilities 2017: $89,888Net Assets 2017: $20,537,3722017Assets 2018: $20,521,342Liabilities 2018: $77,036Net Assets 2018: $20,444,3062018Assets 2019: $23,366,557Liabilities 2019: $61,358Net Assets 2019: $23,305,1992019Assets 2020: $24,808,835Liabilities 2020: $991,924Net Assets 2020: $23,816,9112020Assets 2021: $25,402,235Liabilities 2021: $643,910Net Assets 2021: $24,758,3252021Assets 2022: $26,052,642Liabilities 2022: $1,451,213Net Assets 2022: $24,601,4292022Assets 2023: $26,549,146Liabilities 2023: $1,115,027Net Assets 2023: $25,434,1192023Assets 2024: $27,269,531Liabilities 2024: $1,125,027Net Assets 2024: $26,144,5042024

Highlighted filing

2024

Assets$27,269,531
Liabilities$1,125,027
Net Assets$26,144,504

Operations Trend

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $813,172Expenses 2011: $1,170,980Net Income 2011: -$357,8082011Expenses 2012: $1,327,5562012Revenue 2013: $1,626,497Expenses 2013: $1,168,204Net Income 2013: $458,2932013Revenue 2014: $1,531,348Expenses 2014: $1,447,860Net Income 2014: $83,4882014Revenue 2015: $1,564,696Expenses 2015: $1,299,178Net Income 2015: $265,5182015Revenue 2016: $1,336,399Expenses 2016: $1,248,827Net Income 2016: $87,5722016Revenue 2017: $1,544,660Expenses 2017: $1,207,657Net Income 2017: $337,0032017Revenue 2018: $3,443,124Expenses 2018: $3,150,747Net Income 2018: $292,3772018Revenue 2019: $3,415,545Expenses 2019: $1,252,377Net Income 2019: $2,163,1682019Revenue 2020: $1,127,131Expenses 2020: $1,150,441Net Income 2020: -$23,3102020Revenue 2021: $3,018,345Expenses 2021: $2,589,436Net Income 2021: $428,9092021Revenue 2022: $3,275,102Expenses 2022: $2,014,128Net Income 2022: $1,260,9742022Revenue 2023: $3,848,710Expenses 2023: $3,614,056Net Income 2023: $234,6542023Revenue 2024: $2,176,146Expenses 2024: $1,919,319Net Income 2024: $256,8272024

Highlighted filing

2024

Revenue$2,176,146
Expenses$1,919,319
Net Income$256,827

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.3$1.13$26.1$2.18$1.92$0.26
2023Detailed filing. Detailed filing data is available for this year.$26.5$1.12$25.4$3.85$3.61$0.23
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.1$1.45$24.6$3.28$2.01$1.26
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$25.4$0.64$24.8$3.02$2.59$0.43
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.8$0.99$23.8$1.13$1.15$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.4$0.06$23.3$3.42$1.25$2.16
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.5$0.08$20.4$3.44$3.15$0.29
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.6$0.09$20.5$1.54$1.21$0.34
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.0$0.10$19.9$1.34$1.25$0.09
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.8$0.05$19.7$1.56$1.30$0.27
2014Detailed filing. Detailed filing data is available for this year.$19.8$0.04$19.8$1.53$1.45$0.08
2013Detailed filing. Detailed filing data is available for this year.$28.1$0.07$28.1$1.63$1.17$0.46
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.5$0.05$27.4$1.33
2011Summary only. Only limited summary data is available for this year.$27.9$0.08$27.8$0.81$1.17$0.36
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 29, 2025
Return Version
2024v5.2
Gross Receipts
$3,291,366
Mission and Program Overview

Mission

The primary mission of the Westchester Land Trust is to conserve, maintain and enhance the natural environment and resources of Westchester County and eastern Putnam County. The Trust acquires interests in land exhibiting important natural features or values.

The primary mission of the Westchester Land Trust is to conserve, maintain and enhance the natural and aesthetic environment and resources of Westchester County, eastern Putnam County and its environs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,241,754$6,799,447▲ $557,693
Savings and Temporary Cash Investments$1,636,257$1,731,074▲ $94,817
Land, Buildings, and Equipment, Net$1,562,628$1,515,081▼ $47,547
Accounts Receivable$125,500$125,500→ $0
Pledges and Grants Receivable$90,751$85,067▼ $5,684
Prepaid Expenses and Deferred Charges$57,778$84,346▲ $26,568
Total Assets$26,549,146$27,269,531▲ $720,385
Other Assets Total$16,834,478$16,929,016▲ $94,538
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,000,000$1,000,000→ $0
Accounts Payable and Accrued Expenses$115,027$125,027▲ $10,000
Total Liabilities$1,115,027$1,125,027▲ $10,000
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$19,756,496$20,245,128▲ $488,632
Net Assets With Donor Restrictions$5,677,623$5,899,376▲ $221,753
Total Net Assets Fund Balance$25,434,119$26,144,504▲ $710,385
Total Liabilities and Net Assets / Fund Balance$26,549,146$27,269,531▲ $720,385

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$814,822$769,248$1,033,438
Land$700,000-$700,000
Equipment$259$46,583$46,842
Other Land Buildings$0$46,110$46,110
Other Assets Org$16,929,016--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$6,289,297$46,011▲ $828,830$585,009$6,543,481
2023$5,336,108$291,446▲ $922,006$223,364$6,289,297
2022$6,297,546$147,696▼ $852,996$220,312$5,336,108
2021$5,484,236$155,040▲ $903,730$208,603$6,297,546
2020$5,116,031$25,000▲ $632,419$249,951$5,484,236
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$1,755,621
Program Service Revenue
$27,823
Investment Income
$437,594
Other Revenue
$-44,892
All Other Contributions
$1,299,133
Change in Net Assets
$256,827

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded5$31,119Fair market value
Total Noncash Contributions5$31,119-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,176,146
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$453,558
Total Revenue per Audited Statements
$2,629,704
Total Revenue per Form 990
$2,176,146
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,105,715
Other Expenses$813,604
Total Fundraising Expense$195,919
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$539,777$134,867$91,912$766,556
Current Officers, Directors, Trustees, and Key Employees$108,854$18,142$54,427$181,423
Other Expenses$148,891--$148,891
Office Expenses$54,256$23,498$1,693$79,447
Payroll Taxes$49,453$11,665$11,157$72,275
Other Employee Benefits$48,247$11,382$10,885$70,514
Fees for Services Legal$64,408$1,964-$66,372
Fees for Services Management$20,714$35,818$5,000$61,532
Fees for Services Accounting-$49,600-$49,600
Occupancy$38,976$4,585$2,293$45,854
Insurance$32,585$7,339$1,813$41,737
Conferences and Meetings$26,623$3,024-$29,647
Depreciation Depletion$23,123$2,720$1,360$27,203
Information Technology$17,865$1,990$4,344$24,199
Advertising$8,979$4,563$8,727$22,269
Pension Plan Contributions$10,227$2,412$2,308$14,947
Total Functional Expenses$1,409,831$313,569$195,919$1,919,319

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,919,319
Total Expenses per Audited Statements$1,919,319
Total Expenses per Form 990$1,919,319
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$152,201
Fundraising Gross Income$93,687
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Gala----
Fall event----
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
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
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
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, Part VI, Section B, line 11B

An electronic draft copy of the Form 990 is provided to the Organization's full governing body for review prior to filing.

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

The Organization's conflict of interest policy applies to all Directors and Officers and to individuals who serve on a committee of the Board of Directors, or in an advisory capacity to WLT, the Board of Directors or a committee thereof. Each Director and Officer must acknowledge their familiararity with the policy and shall disclose in writing to the Chair of the Board any conflicts by completing a Conflict of Interest Disclosure Statement annually. Each Director and Officer shall have a duty to amend such disclosure promptly, whenever there is any material change in the information previously disclosed. The Conflict of Interest Disclosure Statements shall be reviewed by the Chairs of the Board of Directors and the Nominating and Governance Committee. Any issues not previously disclosed, or new information that materially affects any prior disclosure, shall be referred to the Board or appropriate Committee. The Conflict of Interest Disclosure Statements shall be retained in the confidential files of the Chair.

Form 990, Part VI, Section B, line 15A

Compensation of the Organization's Executive Director is reviewed and approved by the Compensation Committee of the Board of Directors. Use of compensation data from functionally comparable positions at similar organizations is employed. Documentation is maintained with respect to deliberations and decisions regarding the compensation arrangement.

Form 990, Part VI, Section C, line 18

Form 990 is posted on the Organization's website. All other information is available and provided upon request.

Form 990, Part VI, Section C, line 19

All documents are available upon request. Form 990 and audited financial statements are posted on the Organization's website.

Filing and Contact Details

Filer

Filer Name
Westchester Land Trust Inc
EIN
13-3507910
Phone
9142346992
Address
403 Harris Road, Bedford Hills, NY 10507

Signing Officer

Name
Kara H Whelan
Title
President
Phone
9142346992
Signed
2025-10-29

Organization Details

Principal Officer
Kara H Whelan
Formed
1988
Legal Domicile
Ny
Voting Board Members
22
Independent Board Members
22
Employees
18
Volunteers
130

Preparer

Firm
Joseph T Gallo CPA
Address
PO Box 10, Croton on Hudson, NY 10520
Phone
9148824817
Supplemental Narrative

Additional Explanations

.

A draft copy of the Organization's audited financial statements is provided to the Audit Committee and the Management for review and approval.

Financial Statement Notes

Part II, Line 9:

Westchester Land Trust accomplishes its land conservation objective, in part, by accepting donations of interests in real property primarily in the form of conservation easements. Conservation easements are perpetual agreements between the Trust and private land owners through whom the landowners agree to abide by certain restrictions designed to preserve open space or conservation value of their land.

Part V, Line 4:

The intended use of the Trust's Stewards of the Land Endowment is to provide funds to cover the stewardship costs of an ever-growing number of easements and fee-owned land.

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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/Desc0Westchester Land Trust (WLT) is a regional conservation organization that conserves and cares for land in urban, suburban, and rural communities located in Westchester and eastern Putnam counties of New York. Its land preservation efforts serve the public by protecting drinking water supplies, climate-resilient lands, trails for passive recreation and scenic enjoyment, wildlife habitats, farmland, and urban green spaces, such as community gardens and pocket parks. - continued on Schedule O -Since 1988 WLT has preserved more than 9,300 acres of open space, and 20 miles of hiking trails in 29 communities. WLT has protected parcels of land ranging from a quarter of an acre to over 600 acres. In 2024, WLT preserved an additional 85 acres across two projects. Community members enjoyed thousands of visits to WLT's preserves in 2024. Fourteen WLT nature preserves are open to the public year-round and free of charge. The remaining preserves serve as wildlife sanctuaries that are not open to the public. WLT partners with the State of New York, Westchester and Putnam counties, private landowners, and municipalities to acquire and care for land.WLT is committed to community education about the protection of natural resources, wildlife habitats, and sustainable agriculture. WLT collaborates with dozens of national, regional, and local organizations on programming and projects to help advance its mission. WLT's mobile education program, the Pollinator Pop-Up, appeared at 21 events in 2024, allowing WLT to connect with more than 1,600 community members about environmental topics. WLT's headquarters, Sugar Hill Farm, is the site of a half-acre organic garden, where vegetables are grown and distributed to local food pantries. Since its founding, more than 84,500 servings of fresh produce have been donated to families in need of food. Volunteers are the backbone of WLT's work. In 2024 volunteers donated more than 940 hours of their time to support WLT's land protection and community engagement programs. WLT's protected lands are home to more than 1,300 species of native plants and animals. In addition to proactive land protection, land stewardship is an important component of WLT's mission. WLT regularly conducts land management and habitat restoration projects on publically accessible lands that it owns or holds conservation easements on. In 2024, WLT contracted with youth conservationists to help launch a landscape-scale forest health project spanning all its preserves. WLT also employs summer conservation apprentices as part of its conservation career development program.
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IRS990/Form990PartVIISectionAGrp/PersonNm0Bruce Churchill
IRS990/Form990PartVIISectionAGrp/PersonNm1Joe Edgar
IRS990/Form990PartVIISectionAGrp/PersonNm2David Ansel
IRS990/Form990PartVIISectionAGrp/PersonNm3Clifford H Aronson
IRS990/Form990PartVIISectionAGrp/PersonNm4Christopher Boege
IRS990/Form990PartVIISectionAGrp/PersonNm5Dina Dublon
IRS990/Form990PartVIISectionAGrp/PersonNm6Chantel McGee
IRS990/Form990PartVIISectionAGrp/PersonNm7Lee Manning-Vogelstein
IRS990/Form990PartVIISectionAGrp/PersonNm8Gary Perusse
IRS990/Form990PartVIISectionAGrp/PersonNm9Offutt A Porter
IRS990/Form990PartVIISectionAGrp/PersonNm10Norma Silva
IRS990/Form990PartVIISectionAGrp/PersonNm11Jennifer Schwartz
IRS990/Form990PartVIISectionAGrp/PersonNm12Carine Verschueren
IRS990/Form990PartVIISectionAGrp/PersonNm13Tony Freund
IRS990/Form990PartVIISectionAGrp/PersonNm14Dr Diana Williams
IRS990/Form990PartVIISectionAGrp/PersonNm15Matt Young
IRS990/Form990PartVIISectionAGrp/PersonNm16Nanette Bourne
IRS990/Form990PartVIISectionAGrp/PersonNm17Michael Sheerin
IRS990/Form990PartVIISectionAGrp/PersonNm18Dave Tobias
IRS990/Form990PartVIISectionAGrp/PersonNm19Amy Fergusen
IRS990/Form990PartVIISectionAGrp/PersonNm20Nancy Karch
IRS990/Form990PartVIISectionAGrp/PersonNm21Bruce Ward
IRS990/Form990PartVIISectionAGrp/PersonNm22Kara H Whelan
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IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
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