Civic Intelligence

Commonweal Conservancy Inc.

990 • Fiscal year 2015 • EIN 20-0153356

Jul 01, 2014 to Jun 30, 2015 • Filed on May 06, 2016

117 N Guadalupe Street Ste CSanta Fe, NM 87501-6526

(505) 982-0071

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.69x

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

2015 filings • NTEE L • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

94th percentile

26.11x

Higher debt load relative to revenue than 94% of similar nonprofits.

2015 filings • NTEE L • $10M-$25M nonprofits • Source year 2015

Net Margin

2nd percentile

-222%

Higher net margin than 2% of similar nonprofits.

2015 filings • NTEE L • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

39th percentile

$166,283

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 39.8% of source-year revenue.

2015 filings • NTEE L • $10M-$25M nonprofits • Source year 2015

Asset Growth

8th percentile

-6.5%

Faster asset growth than 8% of similar nonprofits.

2015 filings • NTEE L • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

3rd percentile

-79%

Faster revenue growth than 3% of similar nonprofits.

2015 filings • NTEE L • $10M-$25M nonprofits • Annualized from 2014 to 2015

Assets

Down

$15,883,586

Down $1,108,534 (-6.5%) from 2014

Net Assets

Down

$4,966,262

Down $1,554,537 (-24%) from 2014

Liabilities

Up

$10,917,324

Up $446,003 (+4.3%) from 2014

Revenue

Down

$418,167

Down $1,552,286 (-79%) from 2014

Expenses

Down

$1,347,338

Down $1,203,854 (-47%) from 2014

Net Income

Down

-$929,171

Down $348,432 (-60%) from 2014

Historical Trend

Balance Sheet Trend

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

$20M$10M$0-$10MAssets 2010: $19,495,683Liabilities 2010: $10,143,957Net Assets 2010: $9,351,7262010Assets 2011: $19,135,759Liabilities 2011: $10,626,569Net Assets 2011: $8,509,1902011Assets 2012: $17,602,093Liabilities 2012: $9,531,042Net Assets 2012: $8,071,0512012Assets 2013: $17,724,390Liabilities 2013: $10,193,044Net Assets 2013: $7,531,3462013Assets 2014: $16,992,120Liabilities 2014: $10,471,321Net Assets 2014: $6,520,7992014Assets 2015: $15,883,586Liabilities 2015: $10,917,324Net Assets 2015: $4,966,2622015Assets 2016: $15,651,949Liabilities 2016: $11,269,254Net Assets 2016: $4,382,6952016Assets 2017: $15,087,771Liabilities 2017: $11,759,137Net Assets 2017: $3,328,6342017Assets 2018: $15,228,824Liabilities 2018: $11,980,216Net Assets 2018: $3,248,6082018Assets 2019: $12,681,933Liabilities 2019: $10,883,368Net Assets 2019: $1,798,5652019Assets 2020: $10,720,761Liabilities 2020: $10,806,117Net Assets 2020: -$85,3562020Assets 2021: $4,471,355Liabilities 2021: $5,447,082Net Assets 2021: -$975,7272021Assets 2022: $4,702,615Liabilities 2022: $5,275,108Net Assets 2022: -$572,4932022Assets 2023: $3,690,548Liabilities 2023: $5,085,757Net Assets 2023: -$1,395,2092023

Highlighted filing

2015

Assets$15,883,586
Liabilities$10,917,324
Net Assets$4,966,262

Operations Trend

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

$10M$5.0M$0-$5.0MExpenses 2010: $3,306,2662010Expenses 2011: $2,149,3782011Expenses 2012: $6,966,2792012Expenses 2013: $874,5882013Revenue 2014: $1,970,453Expenses 2014: $2,551,192Net Income 2014: -$580,7392014Revenue 2015: $418,167Expenses 2015: $1,347,338Net Income 2015: -$929,1712015Revenue 2016: $79,408Expenses 2016: $664,531Net Income 2016: -$585,1232016Revenue 2017: $105,118Expenses 2017: $596,567Net Income 2017: -$491,4492017Revenue 2018: $444,901Expenses 2018: $524,926Net Income 2018: -$80,0252018Revenue 2019: $909,483Expenses 2019: $1,142,077Net Income 2019: -$232,5942019Revenue 2020: $331,901Expenses 2020: $1,796,638Net Income 2020: -$1,464,7372020Revenue 2021: $637,356Expenses 2021: $1,735,811Net Income 2021: -$1,098,4552021Revenue 2022: $770,695Expenses 2022: $352,364Net Income 2022: $418,3312022Revenue 2023: $154,587Expenses 2023: $311,885Net Income 2023: -$157,2982023

Highlighted filing

2015

Revenue$418,167
Expenses$1,347,338
Net Income-$929,171
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 6, 2016
Return Version
2014v6.0
Gross Receipts
$418,167
Mission and Program Overview

Mission

Commonweal conservancy is a nonprofit conservation-based community development organization dedicated to forging deep and sustaining relationships among people, land, and the built environment. In our commitment to integrating the goals of environmental protection and community building, we acquire signature landscapes that define acommunity's sense of place and spearhead the planning, entitlement anddevelopment processes associated with inclusive and engagingplace-making. Our practice of integrative conservation developmentaims to provide for public needs such as affordable housing,educational opportunities, and economic developmentas well as the needfor substantial open space that's protected, accessible, and deeplycared for.

Commonweal conservancy is a nonprofit conservation-based, community- development organization dedicated to forging deep and sustaining relationships amoung people, land, and the built environment.commonweal acquires properties of unique cultural and ecological significance and engages in collaborative land planning that inspires the creation of whole communities, commonweal also creates unique opportunitites for individuals, landscapes, and communitites to live in closer and healthier relationships by integrating enivronmental protection with community development. Additionally, commonweal promotes an inclusive process of community building that is rooted in the american west's traditional value of land stewardship, a value which honors natural resources, histories, and neighbors. At the same time commonweal fosters a practice of regenerative land conservation in which people actively engage with their environment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$6,041,568$5,447,221▼ $594,347
Receivable From Disqualified Prsn$846,695$802,463▼ $44,232
Investments Other Securities$192,658$192,658→ $0
Cash and Non-Interest-Bearing Accounts$153,490$149,326▼ $4,164
Pledges and Grants Receivable$1,565$7,600▲ $6,035
Accounts Receivable$24,479$2,646▼ $21,833
Total Assets$16,992,120$15,883,586▼ $1,108,534
Other Assets Total$9,731,665$9,281,672▼ $449,993
Liabilities
Mortgage Notes Payable Secured by Investment Property$8,422,262$8,339,045▼ $83,217
Accounts Payable and Accrued Expenses$1,429,059$1,958,279▲ $529,220
Unsecured Notes Loans Payable$600,000$600,000→ $0
Other Liabilities$20,000$20,000→ $0
Total Liabilities$10,471,321$10,917,324▲ $446,003
Net Assets / Fund Balance
Unrestricted Net Assets$6,493,799$4,922,140▼ $1,571,659
Temporarily Rstr Net Assets$27,000$44,122▲ $17,122
Total Net Assets Fund Balance$6,520,799$4,966,262▼ $1,554,537
Total Liabilities and Net Assets / Fund Balance$16,992,120$15,883,586▼ $1,108,534

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$26,851$26,851
Investment Program Related Org$5,447,221--
Other Assets Org$50,000--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ted O HarrisonPresidentFT$81,758$84,525$166,283
Kathrynn L DrahnAssistant SePT$40,996$22,365$63,361

Board Members and Trustees

NameTitle
Edison BuchananChair/vice P
Stephen E ThompsonVice Chair
D Ernest CookVice Chair/a
Marilyn HarrisSecretary
Robert W McintyreTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$80,105
Program Service Revenue
$294,658
Investment Income
$27,493
Other Revenue
$15,911
All Other Contributions
$80,105
Change in Net Assets
$-929,171
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,077,744
Salaries, Compensation, and Employee Benefits$254,594
Total Fundraising Expense$28,980
Grants and Similar Amounts Paid$15,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$92,791$69,203$18,006$180,000
Interest-$68,513-$68,513
Fees for Services Accounting-$47,852-$47,852
Other Salaries and Wages$21,780$16,243$4,227$42,250
Occupancy$12,372$9,312$2,401$24,085
Payroll Taxes$9,346$6,900$1,814$18,060
Grants to Domestic Orgs$15,000--$15,000
Other Employee Benefits$6,861$5,117$1,331$13,309
Office Expenses$3,540$3,711$687$7,938
Other Expenses$450,000$5,150-$5,150
Information Technology$3,029$1,605$417$5,051
Insurance-$4,643-$4,643
Fees for Services Legal$3,055--$3,055
Pension Plan Contributions$503$375$97$975
Travel-$579-$579
Conferences and Meetings-$75-$75
Total Functional Expenses$1,079,080$239,278$28,980$1,347,338
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Santa Fe Conservation TrustSanta Fe, NM501-c3Consrv Easemnt Stwrd$15,000
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Commonweal Communities IncControl EntityInterestNo$27,383
Commonweal Communities IncControl EntityMgmt FeesNo$10,511

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons$846,695$802,463▼ $44,232
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Option Agreement Liability$20,000
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 family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
Yes
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 8B

All governing decisions are made by the full board of directors. The board has no committees.

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

Each year, the board ensures that the form 990 is reviewed by a member of the board, or a designee of the board, with appropriate qualifications. That person communicates his or her findings to the board. A draft from 990 is made available to all members of the board for review and comment. The final copy of the 990 is provided to all board members prior to filing with the irs and state authorities.

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

The conflict of interest policy covers each member of the board of directors, officers, each employee, such persons' family members, affiliated entities, any other person the board determines to have substantial influence over the organization, and any person who met one of the above definitions at any time during five years before any proposed transaction that may involve a conflict of interest. The policy requires each new employee and board member to read the policy and complete a compliance and disclosure statement. In addition, every executive employee, officer, and board member completes the statement annually. The board determines whether a conflict of interest exists and reviews actual conflicts. The board of directors authorizes and oversees an annual review of the administration of the policy. If a conflict of interest arises, the board member will refrain from the discussion and vote on the matter.

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

The governing board approved an executive compensation policy designed to conform to the treasury regulations creating a rebuttable presumption of reasonableness, that includes independent review and approval by the board, comparability data, and contemporaneous substantiation of the deliberation and decision, compensation has not been reviewed in several years, as there have been only minor changes.

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

SAME AS LINE 15A

Form 990, Page 6, Part VI, Line 19

The organization's governing documents, conflicts of interest policy, and financial statements are available to the public. The organization provides copies upon request and offers inspection of these documents at the organization's office.

Filing and Contact Details

Filer

Filer Name
Commonweal Conservancy Inc
EIN
20-0153356
Phone
5059820071
Address
117 N GUADALUPE STREET STE C, SANTA FE, NM 87501-6526

Signing Officer

Name
Ted Harrison
Title
President
Phone
5059820071
Signed
2016-05-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ted Harrison
Formed
2003
Legal Domicile
Nm
Voting Board Members
5
Independent Board Members
4
Employees
3
Volunteers
123

Preparer

Firm
Mcdonald CPA Firm Pc
Address
411 SAINT MICHAELS DR STE 6, SANTA FE, NM 87505-7655
Preparer
Bonnie Mcdonald
Phone
5058200601
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Commonweal conservancy is a nonprofit conservation-based, community- development organization dedicated to forging deep and sustaining relationships amoung people, land, and the built environment.commonweal acquires properties of unique cultural and ecological significance and engages in collaborative land planning that inspires the creation of whole communities, commonweal also creates unique opportunitites for individuals, landscapes, and communitites to live in closer and healthier relationships by integrating enivronmental protection with community development. Additionally, commonweal promotes an inclusive process of community building that is rooted in the american west's traditional value of land stewardship, a value which honors natural resources, histories, and neighbors. At the same time commonweal fosters a practice of regenerative land conservation in which people actively engage with their environment.

Form 990, Page 1, Part I, Line 6

Five volunteers are members of the governing body. 118 volunteers contributed 590 hours building and maintaining hiking, biking and equestrian trails at the galisteo basin preserve.

Form 990, Page 2, Part III, Line 4C

Trails within the preserve.

Form 990, Page 2, Part III, Line 4D

Community development continued to advance a path-setting conservation development in santa fe county that includes a mix of affordable, workforce, and community housing, public education facilities, renewable energy development, and local economic development. The galisteo basin preserve has been recognized by santa fe county leaders as a new model of environmentally-responsible community development and green building design. It has won national recognition by urban land institute, the national building museum and the american society of landscape architects. Regional planning partnered with more than two dozen nonprofit land conservation and community development organizations and public agencies to help promulgate growth management priorities and community design principles for the galisteo basin region of santa fe county, new mexico.

Form 990, Part XI, Line 9

Write-down in carrying value of trenza village 625,366

Financial Statement Notes

Schedule D, Page 1, Part II, Line 5

The board of directors has adopted a conservation easement policy that sets forth (1) criteria for acceptance of easements, (2) provisions for annual monitoring of easements, including site inspections and communication with property owners, (3) guidelines for inspecting and documenting condition of the property with respect to the terms of easements, and (4) procedures for investigating, enforcing, and resolving violation of the terms of easements. The organization is committed to maintaining the most constructive working relationship possible with the property owners and uses all reasonable attempts at negotiation before using litigation as a last resort to correct violations. Easements held by the organization reflect the board policy.

Schedule D, Page 1, Part II, Line 9

Since the benefits of conservation easements accrue to the public upon acquisition, the fair market value of easements acquired is shown in the year of acquisition as an addition to net assets to record the donation of the easement and unless conveyed to a public agency for consideration, shown as a reduction in net assets to record the value of the public's benefit and to recognize that these easements have no marketable value once severed from the land. Easements are carried on the statement of financial position as 1 each for tracking and accounting purposes. During the year ended june 30, 2015, there were no easements donated to the organization. The organization also donates and sells easements to public agencies and land trusts. Donations and sales of easements are recorded as expense measured at the fair value of the decline in value of the related land.

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IRS990/MissionDesc0COMMONWEAL CONSERVANCY IS A NONPROFIT CONSERVATION-BASED, COMMUNITY- DEVELOPMENT ORGANIZATION DEDICATED TO FORGING DEEP AND SUSTAINING RELATIONSHIPS AMOUNG PEOPLE, LAND, AND THE BUILT ENVIRONMENT.COMMONWEAL ACQUIRES PROPERTIES OF UNIQUE CULTURAL AND ECOLOGICAL SIGNIFICANCE AND ENGAGES IN COLLABORATIVE LAND PLANNING THAT INSPIRES THE CREATION OF WHOLE COMMUNITIES, COMMONWEAL ALSO CREATES UNIQUE OPPORTUNITITES FOR INDIVIDUALS, LANDSCAPES, AND COMMUNITITES TO LIVE IN CLOSER AND HEALTHIER RELATIONSHIPS BY INTEGRATING ENIVRONMENTAL PROTECTION WITH COMMUNITY DEVELOPMENT. ADDITIONALLY, COMMONWEAL PROMOTES AN INCLUSIVE PROCESS OF COMMUNITY BUILDING THAT IS ROOTED IN THE AMERICAN WEST'S TRADITIONAL VALUE OF LAND STEWARDSHIP, A VALUE WHICH HONORS NATURAL RESOURCES, HISTORIES, AND NEIGHBORS. AT THE SAME TIME COMMONWEAL FOSTERS A PRACTICE OF REGENERATIVE LAND CONSERVATION IN WHICH PEOPLE ACTIVELY ENGAGE WITH THEIR ENVIRONMENT.
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IRS990/ProgSrvcAccomActy2Grp/Desc0LAND STEWARDSHIP IN AN EFFORT TO IMPROVE THE WILDLIFE HABITAT AND AGRICULTURAL VALUES OF THE GALISTEO BASIN, COMMONWEAL PLANNED AND EXECUTED A "NO TILL" FIELD AERATION INITIATIVE THAT WILL SUPPORT THE DEVELOPMENT OF A NEIGHBORHOOD FARM. THIS SOIL ENRICHMENT EFFORT COMPLEMENTS COMMONWEAL'S LARGER FOOD AND AGRICULTURE PROGRAM-ONE THAT INVOLVED ESTABLISHING A 130-TREE ORCHARD IN 2007.
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IRS990/ProgSrvcAccomActy3Grp/Desc0CONSERVATION AND RECREATION PLANNING 1. IN COLLABORATION WITH LOCAL AND NATIONAL ENVIRONMENTAL ORGANIZATIONS, AND "FRIENDS OF THE PRESERVE" VOLUNTEERS, COMMONWEAL DESIGNED AND DEVELOPED MORE THAN 2 MILES OF PUBLICLY ACCESSIBLE HIKING, CYCLING AND EQUESTRAIN TRAILS WITHIN THE GALISTEO BASIN PRESERVE. COMMONWEAL'S 2014-15 TRAIL BUILDING PROGRAM EXPANDED THE PRESERVE'S TRAIL NETWORK TO INCLUDE MORE THAN 26 MILES. 2. WITH SUPPORT FROM THE VOLUNTEER "FRIENDS OF THE PRESERVE," COMMONWEAL FACILITATED A NUMBER OF TRAIL MAINTENANCE AND REPAIR PROJECTS ON EXISTING TRAILS WITHIN THE PRESERVE.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0COMMUNITY DEVELOPMENT CONTINUED TO ADVANCE A PATH-SETTING CONSERVATION DEVELOPMENT IN SANTA FE COUNTY THAT INCLUDES A MIX OF AFFORDABLE, WORKFORCE, AND COMMUNITY HOUSING, PUBLIC EDUCATION FACILITIES, RENEWABLE ENERGY DEVELOPMENT, AND LOCAL ECONOMIC DEVELOPMENT. THE GALISTEO BASIN PRESERVE HAS BEEN RECOGNIZED BY SANTA FE COUNTY LEADERS AS A NEW MODEL OF ENVIRONMENTALLY-RESPONSIBLE COMMUNITY DEVELOPMENT AND GREEN BUILDING DESIGN. IT HAS WON NATIONAL RECOGNITION BY URBAN LAND INSTITUTE, THE NATIONAL BUILDING MUSEUM AND THE AMERICAN SOCIETY OF LANDSCAPE ARCHITECTS. REGIONAL PLANNING PARTNERED WITH MORE THAN TWO DOZEN NONPROFIT LAND CONSERVATION AND COMMUNITY DEVELOPMENT ORGANIZATIONS AND PUBLIC AGENCIES TO HELP PROMULGATE GROWTH MANAGEMENT PRIORITIES AND COMMUNITY DESIGN PRINCIPLES FOR THE GALISTEO BASIN REGION OF SANTA FE COUNTY, NEW MEXICO.
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IRS990ScheduleA/FactsAndCircumstancesTestTxt0COMMONWEAL CONSERVANCY NORMALLY RECEIVES A SUBSTANTIAL PART OF ITS SUPPORT FROM GOVERNMENTAL UNITS OR THE GENERAL PUBLIC UNDER SECTIONS 509(A)(1) AND 170(B)(1)(A)(VI) AND UNDER THE "FACTS AND CIRCUMSTANCES" TEST OF TREASURY REGULATIONS SECTION 1. 170A-9(F)(3)
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1COMMONWEAL CONSERVANCY NORMALLY RECEIVES A SUBSTANTIAL PART OF ITS SUPPORT FROM GOVERNMENTAL UNITS OR THE GENERAL PUBLIC UNDER SECTIONS 509(A)(1) AND 170(B)(1)(A)(VI) AND UNDER THE "FACTS AND CIRCUMSTANCES" TEST OF TREASURY REGULATIONS SECTION 1. 170A-9(F)(3)
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt21. REGULATION SECTION 1.170A-9(F)(3)(I): 10% SUPPORT LIMITATION. COMMONWEAL CONSERVANCY'S PUBLIC SUPPORT PERCENTAGE FOR THE FIVE-YEAR PERIOD ENDING JUNE 30, 2015, IS 10.60%.THIS IS OVER THE 10% MINIMUM AMOUNT OF PUBLIC SUPPORT REQUIRED IN REGULATION SECTION 1.170A-9(F(3)(I). 2. REGULATION SECTION 1.170A-9(F(3)(II): ATTRACTION OF PUBLIC SUPPORT. COMMONWEAL CONSERVANCY ATTRACTS PUBLIC SUPPORT THROUGH A CAREFULLY-CRAFTED AND ENERGETICALLY PURSUED OUTREACH PROGRAM; ONE THAT SOLICITS PHILANTHROPIC INSTITUTIONS, INDIVIDUAL DONORS, CORPORATE SUPPORTERS AND PUBLIC AGENCY PARTNERS FOR A BROAD MIX OF OPERATIONAL AND PROGRAMMATIC FUNDING. ALTHOUGH THE CONSERVANCY MAINTAINS A SMALL STAFF OF THREE PROFESSIONALS, THE ORGANIZATION'S EFFORTS ARE ADVANCED THROUGH A PROGRAM OF FOUNDATION AND CORPORATE GRANT APPLICATIONS AND INDIVIDUAL DONOR FUNDRAISING APPEALS, INCLUDING WEBSITE SOLICITATIONS. SINCE ITS FOUNDING IN 2003, THE CONSERVANCY HAS ATTRACTED INCREASING SUPPORT FROM INDIVIDUALS, ORGANIZATIONS, AND AGENCIES. GRANTS AND GIFTS HAVE BEEN SECURED FOR A WIDE RANGE OF OPEN SPACE ACQUISITION, HABITAT RESTORATION, CONSERVATION EASEMENT STEWARDSHIP, AFFORDABLE HOUSING PLANNING, AND PUBLIC RECREATION-RELATED PURPOSES. DURING THE ECONOMIC DOWNTURN OF THE PAST SEVERAL YEARS, A SIGNIFICANT PORTION OF THE ORGANIZATION'S FUNDING HAS COME FROM THE SALE OF PROGRAM- RELATED CONSERVATION PROPERTIES. A CONSTRAINED PHILANTHROPIC ENVIRONMENT HAS MADE IT DIFFICULT TO ACHIEVE THE PUBLIC SUPPORT STANDARDS OF SECTION 509(A)(2). WITH INCREASING PHILANTHROPIC RESOURCES AND AN EXPANDING POOL OF DONORS AVAILABLE TO THE ORGANIZATION, HOWEVER, THE CONSERVANCY'S FUNDRAISING ACTIVITIES PROMISE TO BE INCREASINGLY DIVERSE AND PRODUCTIVE. ACCORDINGLY, IN THE VIEW OF ITS BOARD OF DIRECTORS AND MANAGEMENT, THE SCOPE OF THE CONSERVANCY'S FUNDRAISING ACTIVITIES SEEMS REASONABLE RELATIVE TO ITS GROWING CHARITABLE PROGRAM ACTIVITY. 3. REGULATION SECTION 1.170A-9(F)3(III)(A): PERCENTAGE OF PUBLIC SUPPORT. COMMONWEAL CONSERVANCY WILL CONTINUE TO BUILD SUPPORT ACROSS A BROAD RANGE OF SOURCES, INCREASING ITS PERCENTAGE OF PUBLIC SUPPORT. THE ORGANIZATION WILL TAKE THE FOLLOWING STEPS TO BROADEN ITS DONOR BASE: I) THE CONSERVANCY'S INDIVIDUAL DONOR PROGRAM UTILIZES A VARIETY OF PROFESSIONAL, TECHNOLOGICAL SKILLS AND RESOURCES. USING INCREASINGLY SOPHISTICATED FUNDRAISING TOOLS AND STRATEGIES (INCLUDING SOCIAL MEDIA AND WEB FUNDRAISING) THE ORGANIZATION ANTICIPATES SECURING SUBSTANTIALLY HIGHER RATES OF SUPPORT FROM SMALL DONORS FROM THE REGION AND AROUND THE COUNTRY. II) THROUGH ITS BOARD AND PROFESSIONAL RELATIONSHIPS, THE CONSERVANCY IS ACTIVELY PURSUING GRANTS FROM PHILANTHROPIC INSTITUTIONS(I.E., FOUNDATIONS AND MISSION-FOCUSED CORPORATIONS). III) DRAWING FROM A GROWING COMMUNITY OF "FRIENDS OF THE PRESERVE", THE CONSERVANCY ANTICIPATES SOLICITING INCREASINGLY MEANINGFUL ANNUAL GIFTS AND BEQUESTS FROM MEMBERS OF THE PUBLIC WHO APPRECIATE THE OPEN SPACE PROTECTION AND RECREATIONAL TRAILS THAT THE ORGANIZATION HAS FACILITATED DURING THE PAST TWELVE YEARS. IV) THROUGH ITS SUPPORT OF PUBLIC AGENCIES AND RELATED CONSERVATION ORGANIZATIONS, THE ORGANIZATION HAS POSITIONED ITSELF AS A SOPHISTICATED AND ACCOMPLISHED FACILITATOR OF COMPLEX PUBLIC BENEFIT LAND TRANSACTIONS. IN THE YEARS AHEAD, THE CONSERVANCY ANTICIPATES SECURING GRANT FUNDING FROM FEDERAL, STATE AND LOCAL PUBLIC AGENCIES IN THE ACQUISITION AND STEWARDSHIP OF CRITICAL WHILDLIFE HABITATE, RECREATIONAL, AND CULTURAL LAND RESOURCES IN NORTHERN NEW MEXICO, AS WELL AS IN OTHER AREAS OF THE AMERICAN SOUTHWEST. 4. REGULATION SECTION 1.170A-9(F(3)(III)(B): SOURCES OF SUPPORT. A VARIETY OF SOURCES FUND COMMONWEAL CONSERVANCY, INCLUDING: NONPROFIT ORGANIZATIONS, GOVERNMENT AGENCIES, CORPORATIONS, AND PRIVATE INDIVIDUALS. IN ITS FISCAL YEAR ENDED JUNE 30, 2015 CONTRIBUTIONS TO COMMONWEAL CONSERVANCY FROM PUBLIC SOURCES EXCEEDED 80,000. GIVEN THE ORGANIZATION'S FOCUS ON THE ACQUISITION AND PROTECTION OF OPEN SPACE, CULTURAL RESOURCES,
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART II, LINE 17A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2SUPPLEMENTAL INFORMATION
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS HAS ADOPTED A CONSERVATION EASEMENT POLICY THAT SETS FORTH (1) CRITERIA FOR ACCEPTANCE OF EASEMENTS, (2) PROVISIONS FOR ANNUAL MONITORING OF EASEMENTS, INCLUDING SITE INSPECTIONS AND COMMUNICATION WITH PROPERTY OWNERS, (3) GUIDELINES FOR INSPECTING AND DOCUMENTING CONDITION OF THE PROPERTY WITH RESPECT TO THE TERMS OF EASEMENTS, AND (4) PROCEDURES FOR INVESTIGATING, ENFORCING, AND RESOLVING VIOLATION OF THE TERMS OF EASEMENTS. THE ORGANIZATION IS COMMITTED TO MAINTAINING THE MOST CONSTRUCTIVE WORKING RELATIONSHIP POSSIBLE WITH THE PROPERTY OWNERS AND USES ALL REASONABLE ATTEMPTS AT NEGOTIATION BEFORE USING LITIGATION AS A LAST RESORT TO CORRECT VIOLATIONS. EASEMENTS HELD BY THE ORGANIZATION REFLECT THE BOARD POLICY.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1SINCE THE BENEFITS OF CONSERVATION EASEMENTS ACCRUE TO THE PUBLIC UPON ACQUISITION, THE FAIR MARKET VALUE OF EASEMENTS ACQUIRED IS SHOWN IN THE YEAR OF ACQUISITION AS AN ADDITION TO NET ASSETS TO RECORD THE DONATION OF THE EASEMENT AND UNLESS CONVEYED TO A PUBLIC AGENCY FOR CONSIDERATION, SHOWN AS A REDUCTION IN NET ASSETS TO RECORD THE VALUE OF THE PUBLIC'S BENEFIT AND TO RECOGNIZE THAT THESE EASEMENTS HAVE NO MARKETABLE VALUE ONCE SEVERED FROM THE LAND. EASEMENTS ARE CARRIED ON THE STATEMENT OF FINANCIAL POSITION AS 1 EACH FOR TRACKING AND ACCOUNTING PURPOSES. DURING THE YEAR ENDED JUNE 30, 2015, THERE WERE NO EASEMENTS DONATED TO THE ORGANIZATION. THE ORGANIZATION ALSO DONATES AND SELLS EASEMENTS TO PUBLIC AGENCIES AND LAND TRUSTS. DONATIONS AND SALES OF EASEMENTS ARE RECORDED AS EXPENSE MEASURED AT THE FAIR VALUE OF THE DECLINE IN VALUE OF THE RELATED LAND.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 1, PART II, LINE 5
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 1, PART II, LINE 9
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ASSISTANCE TO OTHER ENTITIES HAS BEEN IN THE FORM OF DONATIONS OF LAND VALUE AND CONSERVATION EASEMENT STEWARDSHIP FUNDS TO QUALIFIED CONSERVATION ENTITIES (I.E., GOVERNMENT AGENCIES AND LAND TRUSTS). THE ORGANIZATION DOES NOT HAVE A GRANT GIVING PROGRAM.
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0COMMONWEAL COMMUNITIES INC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1COMMONWEAL COMMUNITIES INC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0CONTROL ENTITY
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd1false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt027383
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt110511
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0INTEREST
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1MGMT FEES

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$3.69$5.09$1.40$0.15$0.31$0.16
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.70$5.28$0.57$0.77$0.35$0.42
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.47$5.45$0.98$0.64$1.74$1.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.7$10.8$0.09$0.33$1.80$1.46
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.7$10.9$1.80$0.91$1.14$0.23
2018Summary only. Only limited summary data is available for this year.$15.2$12.0$3.25$0.44$0.52$0.08
2017Summary only. Only limited summary data is available for this year.$15.1$11.8$3.33$0.11$0.60$0.49
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.7$11.3$4.38$0.08$0.66$0.59
2015Detailed filing. Detailed filing data is available for this year.$15.9$10.9$4.97$0.42$1.35$0.93
2014Summary only. Only limited summary data is available for this year.$17.0$10.5$6.52$1.97$2.55$0.58
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.7$10.2$7.53$0.87
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.6$9.53$8.07$6.97
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.1$10.6$8.51$2.15
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.5$10.1$9.35$3.31