Civic Intelligence

Conservancy for Healing & Heritage Inc.

990 • Fiscal year 2021 • EIN 26-0078171

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

PO Box 320305Franklin, WI 53132

(414) 510-4771

Siviq Scores

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

Liabilities / Assets

49th percentile

0.06x

Higher debt load relative to assets than 49% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

74th percentile

0.35x

Higher debt load relative to revenue than 74% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

84th percentile

44%

Higher net margin than 84% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

75th percentile

$114,212

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 22.3% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

31st percentile

1.4%

Faster asset growth than 31% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

83rd percentile

74%

Faster revenue growth than 83% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$2,851,304

Up $38,019 (+1.4%) from 2020

Net Assets

Up

$2,673,168

Up $226,170 (+9.2%) from 2020

Liabilities

Down

$178,136

Down $188,151 (-51%) from 2020

Revenue

Up

$512,151

Up $217,346 (+74%) from 2020

Expenses

Up

$285,981

Up $11,698 (+4.3%) from 2020

Net Income

Up

$226,170

Up $205,648 (+1002%) from 2020

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,484,918Liabilities 2010: $1,470,392Net Assets 2010: $14,5262010Assets 2011: $1,687,234Liabilities 2011: $1,512,474Net Assets 2011: $174,7602011Assets 2012: $2,181,444Liabilities 2012: $1,512,474Net Assets 2012: $668,9702012Assets 2013: $2,179,523Liabilities 2013: $1,512,474Net Assets 2013: $667,0492013Assets 2014: $2,182,628Liabilities 2014: $1,512,474Net Assets 2014: $670,1542014Assets 2015: $2,190,595Liabilities 2015: $1,512,474Net Assets 2015: $678,1212015Assets 2016: $1,775,841Liabilities 2016: $73,915Net Assets 2016: $1,701,9262016Assets 2017: $1,847,876Liabilities 2017: $78,326Net Assets 2017: $1,769,5502017Assets 2018: $2,558,156Liabilities 2018: $254,981Net Assets 2018: $2,303,1752018Assets 2019: $2,741,355Liabilities 2019: $314,882Net Assets 2019: $2,426,4732019Assets 2020: $2,813,285Liabilities 2020: $366,287Net Assets 2020: $2,446,9982020Assets 2021: $2,851,304Liabilities 2021: $178,136Net Assets 2021: $2,673,1682021Assets 2022: $2,737,300Liabilities 2022: $159,936Net Assets 2022: $2,577,3642022Assets 2023: $2,723,017Liabilities 2023: $138,289Net Assets 2023: $2,584,7282023Assets 2024: $3,150,800Liabilities 2024: $95,894Net Assets 2024: $3,054,9062024

Highlighted filing

2021

Assets$2,851,304
Liabilities$178,136
Net Assets$2,673,168

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $55,1322010Expenses 2011: $26,5692011Expenses 2012: $9,1042012Revenue 2013: $3,616Expenses 2013: $5,537Net Income 2013: -$1,9212013Revenue 2014: $15,669Expenses 2014: $12,564Net Income 2014: $3,1052014Revenue 2015: $17,052Expenses 2015: $9,085Net Income 2015: $7,9672015Revenue 2016: $1,031,281Expenses 2016: $7,476Net Income 2016: $1,023,8052016Revenue 2017: $118,243Expenses 2017: $50,619Net Income 2017: $67,6242017Revenue 2018: $658,578Expenses 2018: $126,436Net Income 2018: $532,1422018Revenue 2019: $381,402Expenses 2019: $258,102Net Income 2019: $123,3002019Revenue 2020: $294,805Expenses 2020: $274,283Net Income 2020: $20,5222020Revenue 2021: $512,151Expenses 2021: $285,981Net Income 2021: $226,1702021Revenue 2022: $270,737Expenses 2022: $366,541Net Income 2022: -$95,8042022Revenue 2023: $377,639Expenses 2023: $370,277Net Income 2023: $7,3622023Revenue 2024: $870,037Expenses 2024: $399,863Net Income 2024: $470,1742024

Highlighted filing

2021

Revenue$512,151
Expenses$285,981
Net Income$226,170
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.0
Gross Receipts
$512,151
Mission and Program Overview

Mission

Our mission is threefold: to conserve an exceptional 36- acre parcel of land located in franklin, wisconsin; to develop a system of trails throughout; and to create a healing garden for all ages seeking support, comfort, inspiration and rejuvenation in times of physical, emotional or mental distress or disease.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,652,603$2,698,165▲ $45,562
Pledges and Grants Receivable$77,915$90,000▲ $12,085
Cash and Non-Interest-Bearing Accounts$82,467$51,672▼ $30,795
Accounts Receivable-$11,167-
Prepaid Expenses and Deferred Charges$300$300→ $0
Total Assets$2,813,285$2,851,304▲ $38,019
Liabilities
Accounts Payable and Accrued Expenses$366,287$178,136▼ $188,151
Total Liabilities$366,287$178,136▼ $188,151
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,446,998$2,673,168▲ $226,170
Total Net Assets Fund Balance$2,446,998$2,673,168▲ $226,170
Total Liabilities and Net Assets / Fund Balance$2,813,285$2,851,304▲ $38,019

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,583,913$220,414$1,804,327
Land$1,073,994-$1,073,994
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Susan RabeEd/ CEOFT$114,212$114,212

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$512,130
Program Service Revenue
$0
Investment Income
$21
Other Revenue
$0
All Other Contributions
$480,130
Change in Net Assets
$226,170

Audited Revenue Reconciliation

Revenue per Audited Statements
$512,151
Total Revenue per Audited Statements
$512,151
Total Revenue per Form 990
$512,151
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$156,328
Salaries, Compensation, and Employee Benefits$129,653
Total Fundraising Expense$63,218
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$51,395$17,132$45,685$114,212
Depreciation Depletion$87,265--$87,265
Fees for Services Legal$6,661$9,308$4,000$19,969
Office Expenses$2,126$5,062$6,242$13,430
Interest-$11,302-$11,302
Payroll Taxes$3,932$1,311$3,494$8,737
Occupancy-$7,200-$7,200
Other Employee Benefits$3,017$1,006$2,681$6,704
Fees for Services Other$5,853--$5,853
Insurance-$4,474-$4,474
Travel$690$690$691$2,071
Other Expenses$946$213$213$426
All Other Expenses-$237-$237
Advertising--$212$212
Total Functional Expenses$164,349$58,414$63,218$285,981

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$285,981
Total Expenses per Audited Statements$285,981
Total Expenses per Form 990$285,981
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
Yes
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
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
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, Page 6, Part VI, Line 11B

Return is prepared by independent firm and then is reviewed by the foundation's treasurer before being presented to the board for approval.

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

Annual review of directors and employee relationships with vendors.

Form 990, Page 6, Part VI, Line 19

Available upon written request to p.o. Box 320520; franklin, wi 53132

Filing and Contact Details

Filer

Filer Name
Conservancy for Healing &
EIN
26-0078171
Address
PO BOX 320305, FRANKLIN, WI 53132

Signing Officer

Name
Michael Murry
Title
President
Phone
2629685488
Signed
2022-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Murry
Formed
2003
Legal Domicile
Wi
Voting Board Members
10
Independent Board Members
10
Employees
1
Volunteers
3

Preparer

Firm
Stark Yager Ltd
Address
7281 S 76TH ST, FRANKLIN, WI 53132-9041
Preparer
Jason C Stark
Phone
4144257760
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Our mission is threefold: to conserve an exceptional 36- acre parcel of land located in franklin, wisconsin; to develop a system of trails throughout; and to create a healing garden for all ages seeking support, comfort, inspiration and rejuvenation in times of physical, emotional or mental distress or disease.

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

Maintain healing garden and chapel

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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/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0512130
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0294769
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0381377
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0658486
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0118200
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01964962
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0217
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt01964962
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0512130
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0294769
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0381377
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0658486
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0118200
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01964962
IRS990ScheduleA/TotalSupportAmt01964962
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
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt01583913
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0220414
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01804327
IRS990ScheduleD/ExpensesSubtotalAmt0285981
IRS990ScheduleD/LandGrp/BookValueAmt01073994
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01073994
IRS990ScheduleD/RevenueSubtotalAmt0512151
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02657907
IRS990ScheduleD/TotalExpensesPerForm990Amt0285981
IRS990ScheduleD/TotalRevenuePerForm990Amt0512151
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0512151
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0285981
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OUR MISSION IS THREEFOLD: TO CONSERVE AN EXCEPTIONAL 36- ACRE PARCEL OF LAND LOCATED IN FRANKLIN, WISCONSIN; TO DEVELOP A SYSTEM OF TRAILS THROUGHOUT; AND TO CREATE A HEALING GARDEN FOR ALL AGES SEEKING SUPPORT, COMFORT, INSPIRATION AND REJUVENATION IN TIMES OF PHYSICAL, EMOTIONAL OR MENTAL DISTRESS OR DISEASE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MAINTAIN HEALING GARDEN AND CHAPEL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2RETURN IS PREPARED BY INDEPENDENT FIRM AND THEN IS REVIEWED BY THE FOUNDATION'S TREASURER BEFORE BEING PRESENTED TO THE BOARD FOR APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANNUAL REVIEW OF DIRECTORS AND EMPLOYEE RELATIONSHIPS WITH VENDORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AVAILABLE UPON WRITTEN REQUEST TO P.O. BOX 320520; FRANKLIN, WI 53132
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02813285
IRS990/TotalAssetsEOYAmt02851304
IRS990/TotalAssetsGrp/BOYAmt02813285
IRS990/TotalAssetsGrp/EOYAmt02851304
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0512130
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt063218
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt058414
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0164349
IRS990/TotalFunctionalExpensesGrp/TotalAmt0285981
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0366287
IRS990/TotalLiabilitiesEOYAmt0178136
IRS990/TotalLiabilitiesGrp/BOYAmt0366287
IRS990/TotalLiabilitiesGrp/EOYAmt0178136
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02446998
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02673168
IRS990/TotalOtherProgSrvcExpenseAmt08317
IRS990/TotalProgramServiceExpensesAmt0164349
IRS990/TotalReportableCompFromOrgAmt0114212
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt021
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0512151
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02813285
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02851304
IRS990/TravelGrp/FundraisingAmt0691
IRS990/TravelGrp/ManagementAndGeneralAmt0690
IRS990/TravelGrp/ProgramServicesAmt0690
IRS990/TravelGrp/TotalAmt02071
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05870 LAKEVIEW DRIVE
IRS990/USAddress/CityNm0GREENDALE
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053129
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0WWW.THECONSERVANCY.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL MURRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02629685488
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CONSERVANCY FOR HEALING &
ReturnHeader/Filer/BusinessNameControlTxt0CONS
ReturnHeader/Filer/EIN0260078171
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 320305
ReturnHeader/Filer/USAddress/CityNm0FRANKLIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053132
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262256314
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STARK YAGER LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07281 S 76TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FRANKLIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0531329041
ReturnHeader/PreparerPersonGrp/PhoneNum04144257760
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON C STARK
ReturnHeader/ReturnTs02022-11-15T14:28:00-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHAEL J
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MURRY
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.15$0.10$3.05$0.87$0.40$0.47
2023Detailed filing. Detailed filing data is available for this year.$2.72$0.14$2.58$0.38$0.37$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.74$0.16$2.58$0.27$0.37$0.10
2021Detailed filing. Detailed filing data is available for this year.$2.85$0.18$2.67$0.51$0.29$0.23
2020Detailed filing. Detailed filing data is available for this year.$2.81$0.37$2.45$0.29$0.27$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.74$0.31$2.43$0.38$0.26$0.12
2018Detailed filing. Detailed filing data is available for this year.$2.56$0.25$2.30$0.66$0.13$0.53
2017Detailed filing. Detailed filing data is available for this year.$1.85$0.08$1.77$0.12$0.05$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.78$0.07$1.70$1.03$0.01$1.02
2015Detailed filing. Detailed filing data is available for this year.$2.19$1.51$0.68$0.02$0.01$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.18$1.51$0.67$0.02$0.01$0.00
2013Detailed filing. Detailed filing data is available for this year.$2.18$1.51$0.67$0.00$0.01$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.18$1.51$0.67$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.69$1.51$0.17$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.48$1.47$0.01$0.06