Civic Intelligence

Pennsylvania Land Trust Association

990 • Fiscal year 2020 • EIN 23-2789029

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 13, 2021

610 N 3rd Street Suite 301Harrisburg, PA 17101

(717) 230-8560

Siviq Scores

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

Liabilities / Assets

77th percentile

0.42x

Higher debt load relative to assets than 77% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

83rd percentile

0.78x

Higher debt load relative to revenue than 83% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

52nd percentile

6.2%

Higher net margin than 52% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

90th percentile

$203,205

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 19.9% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

82nd percentile

38%

Faster asset growth than 82% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

45th percentile

-1.4%

Faster revenue growth than 45% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$1,884,754

Up $514,092 (+38%) from 2019

Net Assets

Up

$1,093,312

Up $63,592 (+6.2%) from 2019

Liabilities

Up

$791,442

Up $450,500 (+132%) from 2019

Revenue

Down

$1,020,457

Down $14,981 (-1.4%) from 2019

Expenses

Up

$957,088

Up $3,286 (+0.3%) from 2019

Net Income

Down

$63,369

Down $18,267 (-22%) from 2019

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $516,565Liabilities 2010: $171,586Net Assets 2010: $344,9792010Assets 2011: $396,871Liabilities 2011: $12,461Net Assets 2011: $384,4102011Assets 2012: $465,264Liabilities 2012: $29,711Net Assets 2012: $435,5532012Assets 2013: $500,179Liabilities 2013: $17,996Net Assets 2013: $482,1832013Assets 2014: $601,400Liabilities 2014: $20,859Net Assets 2014: $580,5412014Assets 2015: $770,625Liabilities 2015: $29,183Net Assets 2015: $741,4422015Assets 2016: $734,658Liabilities 2016: $27,597Net Assets 2016: $707,0612016Assets 2017: $1,096,291Liabilities 2017: $237,228Net Assets 2017: $859,0632017Assets 2018: $1,055,987Liabilities 2018: $110,492Net Assets 2018: $945,4952018Assets 2019: $1,370,662Liabilities 2019: $340,942Net Assets 2019: $1,029,7202019Assets 2020: $1,884,754Liabilities 2020: $791,442Net Assets 2020: $1,093,3122020Assets 2021: $2,011,850Liabilities 2021: $428,429Net Assets 2021: $1,583,4212021Assets 2022: $2,321,740Liabilities 2022: $543,640Net Assets 2022: $1,778,1002022Assets 2023: $2,561,253Liabilities 2023: $612,535Net Assets 2023: $1,948,7182023Assets 2024: $2,765,889Liabilities 2024: $439,792Net Assets 2024: $2,326,0972024

Highlighted filing

2020

Assets$1,884,754
Liabilities$791,442
Net Assets$1,093,312

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $610,8922010Revenue 2011: $527,911Expenses 2011: $488,480Net Income 2011: $39,4312011Revenue 2012: $583,864Expenses 2012: $532,721Net Income 2012: $51,1432012Revenue 2013: $683,965Expenses 2013: $633,159Net Income 2013: $50,8062013Revenue 2014: $612,934Expenses 2014: $514,576Net Income 2014: $98,3582014Revenue 2015: $679,091Expenses 2015: $518,190Net Income 2015: $160,9012015Revenue 2016: $562,647Expenses 2016: $597,028Net Income 2016: -$34,3812016Revenue 2017: $782,092Expenses 2017: $628,707Net Income 2017: $153,3852017Revenue 2018: $869,587Expenses 2018: $782,281Net Income 2018: $87,3062018Revenue 2019: $1,035,438Expenses 2019: $953,802Net Income 2019: $81,6362019Revenue 2020: $1,020,457Expenses 2020: $957,088Net Income 2020: $63,3692020Revenue 2021: $1,458,925Expenses 2021: $967,678Net Income 2021: $491,2472021Revenue 2022: $1,171,681Expenses 2022: $974,283Net Income 2022: $197,3982022Revenue 2023: $1,278,902Expenses 2023: $1,233,422Net Income 2023: $45,4802023Revenue 2024: $1,513,125Expenses 2024: $1,197,691Net Income 2024: $315,4342024

Highlighted filing

2020

Revenue$1,020,457
Expenses$957,088
Net Income$63,369
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 13, 2021
Return Version
2020v4.0
Gross Receipts
$1,020,457
Mission and Program Overview

Mission

The pennsylvania land trust association seeks to protect pennsylvania's special places -- the farms, forests, parks and other green spaces that people love -- the places that help to ensure healthy, prosperous and secure communities. To increase the pace and improve the quality of land conservation work, palta helps land trusts and other conservation practitioners improve their effectiveness, builds public understanding, and advocates for better governmental policy.

Weconservepa helps people protect, wisely use, and enjoy what nature offers. We unite individuals and organizations to conserve land, protect water and wildlife, and foster healthy communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$986,255$1,479,151▲ $492,896
Savings and Temporary Cash Investments$213,809$283,786▲ $69,977
Pledges and Grants Receivable$159,028$87,308▼ $71,720
Prepaid Expenses and Deferred Charges$11,570$34,509▲ $22,939
Total Assets$1,370,662$1,884,754▲ $514,092
Liabilities
Deferred Revenue-$735,882-
Accounts Payable and Accrued Expenses$340,942$55,560▼ $285,382
Total Liabilities$340,942$791,442▲ $450,500
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$881,145$1,055,497▲ $174,352
Net Assets With Donor Restrictions$148,575$37,815▼ $110,760
Total Net Assets Fund Balance$1,029,720$1,093,312▲ $63,592
Total Liabilities and Net Assets / Fund Balance$1,370,662$1,884,754▲ $514,092
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Andrew LozaExecutive DiFT$164,120$39,085$203,205
Andrew LozaExecutive Director-$164,120$39,085$203,205

Board Members and Trustees

NameTitle
Kim MurphyPresident
Chris BeichnerDirector
Ellen FerrettiDirector
Jeff SwinehartDirector
Kyle ShenkDirector
Phil WengerDirector
Steve SchiffmanDirector
Renee CareyIm Past Pres
Tom SaundersSecretary
John ConnerTreasurer
Oliver BassVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$923,585
Program Service Revenue
$4,113
Investment Income
$7,359
Other Revenue
$85,400
All Other Contributions
$380,451
Change in Net Assets
$63,369

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,020,457
Revenue Not Reported on Form 990
$4,561
Total Revenue per Audited Statements
$1,025,018
Total Revenue per Form 990
$1,020,457
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$545,136
Other Expenses$239,869
Grants and Similar Amounts Paid$172,083
Total Fundraising Expense$28,232
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$229,194$25,837$9,941$264,972
Current Officers, Directors, Trustees, and Key Employees$175,767$19,814$7,624$203,205
Grants to Domestic Orgs$172,083--$172,083
Fees for Services Other$103,952$2,656$1,741$108,349
Information Technology$49,647$766$238$50,651
Other Employee Benefits$32,868$3,705$1,426$37,999
Payroll Taxes$26,975$3,041$1,170$31,186
Office Expenses$16,011$792$5,142$21,945
Occupancy$14,330$1,426$376$16,132
Conferences and Meetings$15,576$63$20$15,659
Fees for Services Lobbying$12,000--$12,000
Pension Plan Contributions$6,724$758$292$7,774
Fees for Services Accounting$6,280$160$105$6,545
Insurance$2,402$336$104$2,842
Travel$750$70$22$842
Advertising$714$47$15$776
Other Expenses$153$21$6$180
Total Functional Expenses$869,261$59,595$28,232$957,088

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$961,426
Expenses per Audited Statements$957,088
Total Expenses per Form 990$957,088
Expenses Not Reported on Form 990$4,338
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Farm & Natural Lands TrustYork, PA501c3Assistance$32,168
Clearwater ConservancyState College, PA501c3Assistance$15,000
Wildlands ConservancyEmmaus, PA501c3Assistance$15,000
Manada ConservancyHummelstown, PA501c3Assistance$13,874
Pa Environmental CouncilPittsburgh, PA501c3Tech Assistance$10,000
Cambria County Conservation & RecreEbensburg, PAGovTech Assist$9,634
Berks NatureReading, PA501c3Assistance$7,500
Brandywine ConservancyChadds Ford, PA501c3Assistance$7,500
Western Pa Conservancy IncPittsburgh, PA501c3Assistance$7,500
Central Pennsylvania ConservancyCarlisle, PA501c3Assistance$6,093
Heritage ConservancyDoylestown, PA501c3Assistance$5,330
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
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
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
Yes
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 4

Weconservepa amended its articles of incorporation for the sole purpose of changing its name from pennsylvania land trust association.

Form 990, Page 6, Part VI, Line 6

Weconservepa has 70 voting member organizations, which are limited to charitable organizations working susbtantially in the field of conservation for the public benefit and who are governed by unpaid boards of directors. Weconservepa additionally has hundreds more individual supporters as well as affiliate charitable and local government members.

Form 990, Page 6, Part VI, Line 7A

The 70 member organizations elect the weconservepa's board of directors.

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

Directors have one week to review and comment on the draft 990. Management must reasonably address all comments prior to finalizing the 990.

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

Officers, directors, and key employees are provided a copy of the policy. Management takes steps required by policy whenever a potenial conflict is identified.

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

Independent persons serving on the board of directors met in executive session in the absence of key employee to review performance and deliberate and decide compensation in light of comparability data.

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

Independent persons serving on the board of directors met in executive session in the absence of key employee to review performance and deliberate and decide compensation in light of comparability data.

Form 990, Page 6, Part VI, Line 19

Generally, these documents are not available to the public.

Filing and Contact Details

Filer

Filer Name
Weconservepa
EIN
23-2789029
Phone
7172308560
Address
610 N 3RD STREET SUITE 301, HARRISBURG, PA 17101

Signing Officer

Name
John Conner
Title
Treasurer
Phone
7172308560
Signed
2021-09-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Oliver Bass
Formed
1995
Legal Domicile
Pa
Voting Board Members
10
Independent Board Members
10
Employees
10
Volunteers
40

Preparer

Firm
Hamilton & Musser Pc Cpas
Address
176 CUMBERLAND PARKWAY, MECHANICSBURG, PA 17055
Preparer
William P Ashman CPA
Phone
7176973888
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Weconservepa helps people protect, wisely use, and enjoy what nature offers. We advocate for pro-conservation, life sustaining government policy. We assist individuals and organizations in conserving natural areas, farms, forests, parks, urban gardens, and other green spaces that safeguard our drinking water, prevent flooding, protect wildlife, provide recreational and economic opportunities, and preserve scenic beauty. We foster public understanding of conservation, promote environmentally sustainable practices, and connect people to the outdoors.

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

Outreach and education. Reach out to and educate charitable organization and local government staff and volunteers as well as the general public on conservation. Develop educational content and communicate via e-newsletters (e.g., conserve land updates, project & people news, greenway & trail news) and other email, social media, websites, presentations, and print publications.

Form 990, Part IX, Line 11G

Professional fees 103,952 2,656 1,741

Financial Statement Notes

Schedule D, Page 3, Part X

Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the organization. Management evaluated the tax positions taken and concluded that the organization had taken no uncertain tax positions that require recognition or disclosure in the financial statements. No provision or benefit for income taxes has been included in these financial statements. With few exceptions, the organization is no longer subject to income tax examinations by the u.s. Federal, state or local authorities for years before december 31, 2017.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
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IRS990/OtherExpensesGrp/Desc1DUES & SUBSCRIPTIONS
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IRS990/ProgSrvcAccomActy2Grp/Desc0CONSERVATION ADVOCACY -- ADVOCATE FOR PRO-CONSERVATION, LIFE-SUSTAINING GOVERNMENT POLICY IN THE LEGISLATIVE AND EXECUTIVE BRANCHES OF GOVERNMENT. ADVISE THE COURTS IN UPHOLDING CONSERVATION-FRIENDLY POLICIES CONSISTENT WITH OUR CONSTITUTIONAL ENVIRONMENTAL RIGHTS. PROMOTE CONTINUED AND INCREASED STATE, FEDERAL, AND LOCAL GOVERNMENT INVESTMENTS IN CONSERVATION-RELATED PROJECTS AND ENCOURAGE GOOD STEWARDSHIP OF NATURAL RESOURCES ALREADY CONSERVED IN WHOLE OR IN PART BY THE PUBLIC AND PRIVATE SECTORS. FOSTER PRODUCTIVE, ETHICAL, AND EQUITABLE LAND TRUST MOVEMENT AND INDIVIDUAL ORGANIZATION POLICIES AND PRACTICES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0162228
IRS990/ProgSrvcAccomActy3Grp/Desc0CONNECTING, TRAINING, AND INSPIRING. ORGANIZE AND DELIVER THE ANNUAL PENNSYLVANIA LAND CONSERVATION CONFERENCE, THE ANNUAL ENVIRONMENTAL ADVISORY COUNCIL (EAC) NETWORK CONFERENCE, THE BIENNIAL PENNSYLVANIA GREENWAYS & TRAILS SUMMIT, AS WELL AS DOZENS OF FREE-STANDING SEMINARS, ROUNDTABLE DISCUSSIONS, AND OTHER GATHERINGS, TO HELP PEOPLE HELP ONE ANOTHER, RECEIVE EXPERT TRAINING IN CONSERVATION, ENVIRONMENTAL, TRAIL, AND RELATED SUBJECTS, AND BE INSPIRED IN TAKING ON PROJECTS AND PROGRAMS TO MAKE THE WORLD A BETTER PLACE.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0106036
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OUTREACH AND EDUCATION. REACH OUT TO AND EDUCATE CHARITABLE ORGANIZATION AND LOCAL GOVERNMENT STAFF AND VOLUNTEERS AS WELL AS THE GENERAL PUBLIC ON CONSERVATION. DEVELOP EDUCATIONAL CONTENT AND COMMUNICATE VIA E-NEWSLETTERS (E.G., CONSERVE LAND UPDATES, PROJECT & PEOPLE NEWS, GREENWAY & TRAIL NEWS) AND OTHER EMAIL, SOCIAL MEDIA, WEBSITES, PRESENTATIONS, AND PRINT PUBLICATIONS.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION. MANAGEMENT EVALUATED THE TAX POSITIONS TAKEN AND CONCLUDED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. NO PROVISION OR BENEFIT FOR INCOME TAXES HAS BEEN INCLUDED IN THESE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL AUTHORITIES FOR YEARS BEFORE DECEMBER 31, 2017.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleD/TotalRevenuePerForm990Amt01020457

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.77$0.44$2.33$1.51$1.20$0.32
2023Detailed filing. Detailed filing data is available for this year.$2.56$0.61$1.95$1.28$1.23$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.32$0.54$1.78$1.17$0.97$0.20
2021Detailed filing. Detailed filing data is available for this year.$2.01$0.43$1.58$1.46$0.97$0.49
2020Detailed filing. Detailed filing data is available for this year.$1.88$0.79$1.09$1.02$0.96$0.06
2019Summary only. Only limited summary data is available for this year.$1.37$0.34$1.03$1.04$0.95$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.06$0.11$0.95$0.87$0.78$0.09
2017Detailed filing. Detailed filing data is available for this year.$1.10$0.24$0.86$0.78$0.63$0.15
2016Summary only. Only limited summary data is available for this year.$0.73$0.03$0.71$0.56$0.60$0.03
2015Summary only. Only limited summary data is available for this year.$0.77$0.03$0.74$0.68$0.52$0.16
2014Summary only. Only limited summary data is available for this year.$0.60$0.02$0.58$0.61$0.51$0.10
2013Summary only. Only limited summary data is available for this year.$0.50$0.02$0.48$0.68$0.63$0.05
2012Summary only. Only limited summary data is available for this year.$0.47$0.03$0.44$0.58$0.53$0.05
2011Summary only. Only limited summary data is available for this year.$0.40$0.01$0.38$0.53$0.49$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.17$0.34$0.61