Civic Intelligence

Montezuma Land Conservancy

990 • Fiscal year 2023 • EIN 31-1632961

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

321 East North StreetCortez, CO 81321

(970) 565-1664

Siviq Scores

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

Liabilities / Assets

30th percentile

0.01x

Higher debt load relative to assets than 30% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

38th percentile

0.04x

Higher debt load relative to revenue than 38% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

26th percentile

-7.3%

Higher net margin than 26% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

59th percentile

$81,194

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 10.4% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

41st percentile

1.4%

Faster asset growth than 41% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

8th percentile

-43%

Faster revenue growth than 8% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Up

$3,407,485

Up $46,172 (+1.4%) from 2022

Net Assets

Up

$3,378,662

Up $91,916 (+2.8%) from 2022

Liabilities

Down

$28,823

Down $45,744 (-61%) from 2022

Revenue

Down

$784,206

Down $590,727 (-43%) from 2022

Expenses

Up

$841,537

Up $59,664 (+7.6%) from 2022

Net Income

Down

-$57,331

Down $650,391 (-110%) from 2022

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 2013: $1,200,585Liabilities 2013: $7,409Net Assets 2013: $1,193,1762013Assets 2014: $1,246,306Liabilities 2014: $10,866Net Assets 2014: $1,235,4402014Assets 2015: $1,363,681Liabilities 2015: $17,895Net Assets 2015: $1,345,7862015Assets 2016: $1,872,480Liabilities 2016: $27,863Net Assets 2016: $1,844,6172016Assets 2017: $2,124,277Liabilities 2017: $11,921Net Assets 2017: $2,112,3562017Assets 2018: $2,230,880Liabilities 2018: $97,603Net Assets 2018: $2,133,2772018Assets 2019: $2,397,684Liabilities 2019: $20,177Net Assets 2019: $2,377,5072019Assets 2020: $2,935,920Liabilities 2020: $73,157Net Assets 2020: $2,862,7632020Assets 2021: $3,089,104Liabilities 2021: $54,135Net Assets 2021: $3,034,9692021Assets 2022: $3,361,313Liabilities 2022: $74,567Net Assets 2022: $3,286,7462022Assets 2023: $3,407,485Liabilities 2023: $28,823Net Assets 2023: $3,378,6622023Assets 2024: $3,773,602Liabilities 2024: $74,681Net Assets 2024: $3,698,9212024

Highlighted filing

2023

Assets$3,407,485
Liabilities$28,823
Net Assets$3,378,662

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2013: $1,244,409Expenses 2013: $1,176,722Net Income 2013: $67,6872013Revenue 2014: $683,532Expenses 2014: $622,168Net Income 2014: $61,3642014Revenue 2015: $1,112,236Expenses 2015: $990,485Net Income 2015: $121,7512015Revenue 2016: $1,740,481Expenses 2016: $1,260,873Net Income 2016: $479,6082016Revenue 2017: $770,571Expenses 2017: $663,572Net Income 2017: $106,9992017Revenue 2018: $592,760Expenses 2018: $416,798Net Income 2018: $175,9622018Revenue 2019: $503,354Expenses 2019: $448,331Net Income 2019: $55,0232019Revenue 2020: $773,759Expenses 2020: $492,624Net Income 2020: $281,1352020Revenue 2021: $789,179Expenses 2021: $648,749Net Income 2021: $140,4302021Revenue 2022: $1,374,933Expenses 2022: $781,873Net Income 2022: $593,0602022Revenue 2023: $784,206Expenses 2023: $841,537Net Income 2023: -$57,3312023Revenue 2024: $1,014,412Expenses 2024: $910,915Net Income 2024: $103,4972024

Highlighted filing

2023

Revenue$784,206
Expenses$841,537
Net Income-$57,331
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$784,206
Mission and Program Overview

Mission

The mission of the montezuma land conservancy is to permanently protect important open lands in partnership with landowners, in order to conserve agricultural, natural and scenic open space resources in and around montezuma and dolores counties.

Changing lives through land conservation by connecting people to place, forever.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,523,734$1,751,990▲ $228,256
Savings and Temporary Cash Investments$613,483$790,831▲ $177,348
Land, Buildings, and Equipment, Net$609,418$596,487▼ $12,931
Accounts Receivable$581,081$250,095▼ $330,986
Cash and Non-Interest-Bearing Accounts$23,071$12,603▼ $10,468
Prepaid Expenses and Deferred Charges$10,526$5,479▼ $5,047
Total Assets$3,361,313$3,407,485▲ $46,172
Liabilities
Accounts Payable and Accrued Expenses$52,038$26,702▼ $25,336
Other Liabilities$22,529$2,121▼ $20,408
Total Liabilities$74,567$28,823▼ $45,744
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,383,866$1,841,648▲ $457,782
Net Assets Without Donor Restrictions$1,902,880$1,537,014▼ $365,866
Total Net Assets Fund Balance$3,286,746$3,378,662▲ $91,916
Total Liabilities and Net Assets / Fund Balance$3,361,313$3,407,485▲ $46,172

Asset Categories

AssetBook ValueDepreciationBasis
Land$331,000-$331,000
Buildings$250,216$42,246$292,462
Other Land Buildings$9,185$10,987$20,172
Leasehold Improvements$6,086$4,155$10,241

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$1,296,250-▲ $200,120$44,220$1,452,150
2022$1,554,535$58,938▼ $221,132$96,091$1,296,250
2021$1,339,721$93,000▲ $153,590$31,776$1,554,535
2020$1,201,635-▲ $186,688$48,602$1,339,721
2019$872,663$161,914▲ $188,247$20,189$1,202,635
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Travis CusterExecutive DirectorFT$81,194$81,194

Board Members and Trustees

NameTitle
Belinda PlattsPresident
Robby HenesVice President
Chris GiangrecoDirector
Eric LudemannDirector
Heidi SteltzerDirector
Laurie WebsterDirector
Michelle FuriDirector
Scott GarlidDirector
Terry SchuppDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$576,880
Program Service Revenue
$137,087
Investment Income
$68,083
Other Revenue
$2,156
All Other Contributions
$576,880
Change in Net Assets
$-57,331

Audited Revenue Reconciliation

Revenue per Audited Statements
$766,996
Revenue Not Reported on Financial Statements
$17,210
Revenue Not Reported on Form 990
$149,247
Total Revenue per Audited Statements
$916,243
Total Revenue per Form 990
$784,206
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$530,229
Other Expenses$305,708
Total Fundraising Expense$25,393
Grants and Similar Amounts Paid$5,600
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$334,783$26,470$7,119$368,372
Current Officers, Directors, Trustees, and Key Employees$73,791$5,834$1,569$81,194
Other Employee Benefits$39,328$2,849$359$42,536
Payroll Taxes$35,721$1,828$578$38,127
Travel$21,408$2,002-$23,410
All Other Expenses$17,039$915$4,413$22,367
Office Expenses$13,740$432$7,538$21,710
Insurance$17,799$1,083$992$19,874
Other Expenses$14,380$1,861$2,161$18,402
Fees for Services Accounting$13,323$4,692$219$18,234
Fees for Service Investment Mgmnt Fees-$17,210-$17,210
Occupancy$12,838$992$413$14,243
Depreciation Depletion$12,931--$12,931
Grants to Domestic Orgs$5,600--$5,600
Advertising$612$1,872-$2,484
Information Technology$1,279$78$32$1,389
Total Functional Expenses$748,026$68,118$25,393$841,537

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$841,537
Expenses per Audited Statements$824,327
Total Expenses per Audited Statements$824,327
Expenses Not Reported on Financial Statements$17,210
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$2,156
Fundraising Direct Expenses$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Partners$2,121
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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
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

The board of directors has directed the finance committee of the board to review theform 990 and report its findings to the full board. Management additionally reviewsthe form 990 that is prepared by a cpa. The form 990 is available toall board members upon request.

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

All board members and the executive director are required to annually review and update their conflict of interest information. This information is kept readily accessible in the organization's office. It is up to individual memebers to reportany potential conflicts.

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

All board members and the executive director are required to annually review and update their conflict of interest information. This information is kept readily accessible in the organization's office. It is up to individual memebers to reportany potential conflicts.

Form 990, Part VI, Section C, Line 19

All governing documents, financial statements and conflict of interest informationare available for public inspection at the office of the organization.

Filing and Contact Details

Filer

Filer Name
Montezuma Land Conservancy
EIN
31-1632961
Phone
9705651664
Address
321 EAST NORTH STREET, CORTEZ, CO 81321

Signing Officer

Name
Belinda Platts
Title
President
Phone
9705651664
Signed
2024-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Belinda Platts
Formed
1998
Legal Domicile
Co
Voting Board Members
9
Independent Board Members
9
Employees
10
Volunteers
15

Preparer

Firm
Mbe Cpas Llp
Address
954 E 2ND AVE 201, DURANGO, CO 81301
Preparer
Ryan Weber
Phone
6083567733
Supplemental Narrative

Financial Statement Notes

PART II, LINE 5:

It is the policy of the organization to provide perpetual stewardship of conservation easements through a monitoring program that involves regular personal contact with the land owner and field examination of property. It is also the policy of the organization to ensure the reasonable quiet enjoyment of the property by the property owners. The organization typically will not perform annual monitoring without arranging the visit for a mutually beneficial date and time. Only when the owner blatantly ignores or avoids requests for an annual monitoring visit will the organization resort to monitoring without an appointment for approval of the land owner. Only trained personnel will perform monitoring, ideally in pairs with a staff member and a volunteer. Highly trained and experienced volunteers may monitor without a staff member only after they have been reviewed and approved by the executive director. The organization's violation procedures are: 1. Any suspected violation is reported to the executive director. 2. The executive director considers the report of suspected violation and documentation gathered by the monitors and carefully reviews the entire conservation easement. If the executive director concurs that there is a possible violation, the executive director consults with the organization's legal counsel about the easement provisions that may have been violated to ensure that the provisions are clear on the issue. 3. If the documentation from the monitoring visit is not totally clear on the issue, the executive director will attempt to schedule a site visit to inspect the situation, explaining to the land owner that the executive director needs to personally see and understand conditions on the land mentioned in the monitoring report. At this visit the executive director will further document the possible violation with camera, video, amps, measurements, field notes, and comparison to baseline documentation and monitoring reports. 4. If the executive director and legal counsel believe that there is a possible violation, the issue is referred to the organization's board of directors at the next regularly scheduled meeting. If the violation entails the potential for continuing or increased damage to the conservation values, it may be submitted to the board for a telephone vote. 5. If the board concludes that there is no violation, the process ends. 6. If the board concludes that there is a violation, the executive director will classify the apparent violation as one of three types: a minor violation; a major violation; an immediate threat. 7. In all cases the executive director shall contact the violator by telephone to explain the situation and request immediate cessation of the violation activity and/or correction of the problem. If the land owner disagrees that there is a violation then the executive director should request a personal meeting. 8. Following the phone call a letter is sent via certified mail to the land owner detailing the violation including a description of the violation including its material impact, location and extent, the applicable easement citation and the proposed land owner actions to correct the violation. 9. If the land owner promptly complies with the requested solution, verify the corrective action and send a thank you letter. 10. No one person should make a decision on violation response without counsel first. 11. The organization will always conduct meetings with the property owner as a team of two.

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IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE PRESIDENT
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IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt032
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt078
IRS990/InformationTechnologyGrp/ProgramServicesAmt01279
IRS990/InformationTechnologyGrp/TotalAmt01389
IRS990/InsuranceGrp/FundraisingAmt0992
IRS990/InsuranceGrp/ManagementAndGeneralAmt01083
IRS990/InsuranceGrp/ProgramServicesAmt017799
IRS990/InsuranceGrp/TotalAmt019874
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt061665
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt061665
IRS990/InvestmentInJointVentureInd00
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt01751990
IRS990/IRPDocumentCnt017
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt057388
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0609418
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0596487
IRS990/LandBldgEquipCostOrOtherBssAmt0653875
IRS990/LegalDomicileStateCd0CO
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0CHANGING LIVES THROUGH LAND CONSERVATION BY CONNECTING PEOPLE TO PLACE, FOREVER.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03286746
IRS990/NetAssetsOrFundBalancesEOYAmt03378662
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt02156
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IRS990/NoncashContributionsAmt010003
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0413
IRS990/OccupancyGrp/ManagementAndGeneralAmt0992
IRS990/OccupancyGrp/ProgramServicesAmt012838
IRS990/OccupancyGrp/TotalAmt014243
IRS990/OfficeExpensesGrp/FundraisingAmt07538
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0432
IRS990/OfficeExpensesGrp/ProgramServicesAmt013740
IRS990/OfficeExpensesGrp/TotalAmt021710
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IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt042536
IRS990/OtherExpensesGrp/Desc0STEWARDSHIP EXPENSE
IRS990/OtherExpensesGrp/Desc1LAND PRESERVATION EXPEN
IRS990/OtherExpensesGrp/Desc2STIPEND FOR AMERICORPS
IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/FundraisingAmt02161
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01861
IRS990/OtherExpensesGrp/ProgramServicesAmt062104
IRS990/OtherExpensesGrp/ProgramServicesAmt144220
IRS990/OtherExpensesGrp/ProgramServicesAmt227130
IRS990/OtherExpensesGrp/ProgramServicesAmt314380
IRS990/OtherExpensesGrp/TotalAmt062104
IRS990/OtherExpensesGrp/TotalAmt144220
IRS990/OtherExpensesGrp/TotalAmt227130
IRS990/OtherExpensesGrp/TotalAmt318402
IRS990/OtherLiabilitiesGrp/BOYAmt022529
IRS990/OtherLiabilitiesGrp/EOYAmt02121
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt07119
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt026470
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0334783
IRS990/OtherSalariesAndWagesGrp/TotalAmt0368372
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0578
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01828
IRS990/PayrollTaxesGrp/ProgramServicesAmt035721
IRS990/PayrollTaxesGrp/TotalAmt038127
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt010526
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05479
IRS990/PrincipalOfficerNm0BELINDA PLATTS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0FEES FOR SERVICE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0137087
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0137087
IRS990/ProgSrvcAccomActy2Grp/Desc0LAND PROTECTION AND CONSERVATION: DURING 2023, MLC CONTINUED WORKING WITH LOCAL LANDOWNERS ON CONSERVATION PROJECTS THROUGHOUT THE SOUTHWEST. MLC CLOSED A NEW 1760-ACRE EASEMENT IN JANUARY. MLC WAS ABLE TO ACCOMPLISH THIS GREAT CONSERVATION WORK AND ADDITIONAL UPCOMING PROJECTS THROUGH SUPPORT FROM KEEP IT COLORADO AND THE TRANSACTION COST ASSISTANCE GRANT. ADDITIONALLY, MLC IS WORKING WITH ANOTHER THREE CONSERVATION PROJECTS POSITIONED TO CLOSE IN 2024 AND 2025, TOTALING OVER 6,500 ACRES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0249337
IRS990/ProgSrvcAccomActy3Grp/Desc0IN 2023, THE ORGANIZATION WAS RESPONSIBLE FOR STEWARDSHIP AND MONITORING OF 90 CONSERVATION EASEMENTS TOTALING OVER 47,000 ACRES. NO EASEMENT RESTRICTIONS WERE DECREASED OR TERMINATED, AND THE ORGANIZATION SUCCESSFULLY MONITORED ALL CONSERVATION EASEMENTS IN ITS PORTFOLIO THEREBY ENSURING THE CONTINUED PROTECTION OF THESE IMPORTANT LANDS. MLC HAS CONTINUED ITS VOLUNTEER STEWARDSHIP MONITORING TEAM TO ASSIST IN THE ANNUAL STEWARDSHIP OF THE PROPERTIES.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt088690
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01242077
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt013150
IRS990/PYInvestmentIncomeAmt023170
IRS990/PYOtherExpensesAmt0331945
IRS990/PYOtherRevenueAmt01655
IRS990/PYProgramServiceRevenueAmt0108031
IRS990/PYRevenuesLessExpensesAmt0593060
IRS990/PYSalariesCompEmpBnftPaidAmt0436778
IRS990/PYTotalExpensesAmt0781873
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01374933
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-57331
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0137087
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0613483
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0790831
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0576880
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01242077
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0630957
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0586808
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0438840
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03475562
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt061665
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt039575
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt030844
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt023895
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt043832
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0199811
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.94560
IRS990ScheduleA/PublicSupportPY170Pct00.93890
IRS990ScheduleA/PublicSupportTotal170Amt03475562
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0576880
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01242077
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0630957
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0586808
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0438840
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03475562
IRS990ScheduleA/TotalSupportAmt03675373
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/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0250216
IRS990ScheduleD/BuildingsGrp/DepreciationAmt042246
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0292462
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01296250
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01452150
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0200120
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt044220
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01554535
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt058938
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01296250
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-221132
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt096091
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01339721
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt093000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01554535
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0153590
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt031776
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01201635
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01339721
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0186688
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt048602
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0872663
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0161914
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01202635
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0188247
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt020189
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesIncurredEnforcementAmt088690
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt017210
IRS990ScheduleD/ExpensesSubtotalAmt0824327
IRS990ScheduleD/HistoricLandAreaInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt017210
IRS990ScheduleD/InvestmentExpensesNotIncldAmt017210
IRS990ScheduleD/LandGrp/BookValueAmt0331000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0331000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt06086
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt04155
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt010241
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0149247
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt09185
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt010987
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt020172
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02121
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO PARTNERS
IRS990ScheduleD/PreservationOpenSpaceInd0X
IRS990ScheduleD/PreservationPublicUseInd0X
IRS990ScheduleD/ProtectionNaturalHabitatInd0X
IRS990ScheduleD/RevenueNotReportedAmt0149247
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt017210
IRS990ScheduleD/RevenueSubtotalAmt0766996
IRS990ScheduleD/StaffHoursSpentEnforcementCnt029.00
IRS990ScheduleD/StatesEasementsHeldCnt01
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0IT IS THE POLICY OF THE ORGANIZATION TO PROVIDE PERPETUAL STEWARDSHIP OF CONSERVATION EASEMENTS THROUGH A MONITORING PROGRAM THAT INVOLVES REGULAR PERSONAL CONTACT WITH THE LAND OWNER AND FIELD EXAMINATION OF PROPERTY. IT IS ALSO THE POLICY OF THE ORGANIZATION TO ENSURE THE REASONABLE QUIET ENJOYMENT OF THE PROPERTY BY THE PROPERTY OWNERS. THE ORGANIZATION TYPICALLY WILL NOT PERFORM ANNUAL MONITORING WITHOUT ARRANGING THE VISIT FOR A MUTUALLY BENEFICIAL DATE AND TIME. ONLY WHEN THE OWNER BLATANTLY IGNORES OR AVOIDS REQUESTS FOR AN ANNUAL MONITORING VISIT WILL THE ORGANIZATION RESORT TO MONITORING WITHOUT AN APPOINTMENT FOR APPROVAL OF THE LAND OWNER. ONLY TRAINED PERSONNEL WILL PERFORM MONITORING, IDEALLY IN PAIRS WITH A STAFF MEMBER AND A VOLUNTEER. HIGHLY TRAINED AND EXPERIENCED VOLUNTEERS MAY MONITOR WITHOUT A STAFF MEMBER ONLY AFTER THEY HAVE BEEN REVIEWED AND APPROVED BY THE EXECUTIVE DIRECTOR. THE ORGANIZATION'S VIOLATION PROCEDURES ARE: 1. ANY SUSPECTED VIOLATION IS REPORTED TO THE EXECUTIVE DIRECTOR. 2. THE EXECUTIVE DIRECTOR CONSIDERS THE REPORT OF SUSPECTED VIOLATION AND DOCUMENTATION GATHERED BY THE MONITORS AND CAREFULLY REVIEWS THE ENTIRE CONSERVATION EASEMENT. IF THE EXECUTIVE DIRECTOR CONCURS THAT THERE IS A POSSIBLE VIOLATION, THE EXECUTIVE DIRECTOR CONSULTS WITH THE ORGANIZATION'S LEGAL COUNSEL ABOUT THE EASEMENT PROVISIONS THAT MAY HAVE BEEN VIOLATED TO ENSURE THAT THE PROVISIONS ARE CLEAR ON THE ISSUE. 3. IF THE DOCUMENTATION FROM THE MONITORING VISIT IS NOT TOTALLY CLEAR ON THE ISSUE, THE EXECUTIVE DIRECTOR WILL ATTEMPT TO SCHEDULE A SITE VISIT TO INSPECT THE SITUATION, EXPLAINING TO THE LAND OWNER THAT THE EXECUTIVE DIRECTOR NEEDS TO PERSONALLY SEE AND UNDERSTAND CONDITIONS ON THE LAND MENTIONED IN THE MONITORING REPORT. AT THIS VISIT THE EXECUTIVE DIRECTOR WILL FURTHER DOCUMENT THE POSSIBLE VIOLATION WITH CAMERA, VIDEO, AMPS, MEASUREMENTS, FIELD NOTES, AND COMPARISON TO BASELINE DOCUMENTATION AND MONITORING REPORTS. 4. IF THE EXECUTIVE DIRECTOR AND LEGAL COUNSEL BELIEVE THAT THERE IS A POSSIBLE VIOLATION, THE ISSUE IS REFERRED TO THE ORGANIZATION'S BOARD OF DIRECTORS AT THE NEXT REGULARLY SCHEDULED MEETING. IF THE VIOLATION ENTAILS THE POTENTIAL FOR CONTINUING OR INCREASED DAMAGE TO THE CONSERVATION VALUES, IT MAY BE SUBMITTED TO THE BOARD FOR A TELEPHONE VOTE. 5. IF THE BOARD CONCLUDES THAT THERE IS NO VIOLATION, THE PROCESS ENDS. 6. IF THE BOARD CONCLUDES THAT THERE IS A VIOLATION, THE EXECUTIVE DIRECTOR WILL CLASSIFY THE APPARENT VIOLATION AS ONE OF THREE TYPES: A MINOR VIOLATION; A MAJOR VIOLATION; AN IMMEDIATE THREAT. 7. IN ALL CASES THE EXECUTIVE DIRECTOR SHALL CONTACT THE VIOLATOR BY TELEPHONE TO EXPLAIN THE SITUATION AND REQUEST IMMEDIATE CESSATION OF THE VIOLATION ACTIVITY AND/OR CORRECTION OF THE PROBLEM. IF THE LAND OWNER DISAGREES THAT THERE IS A VIOLATION THEN THE EXECUTIVE DIRECTOR SHOULD REQUEST A PERSONAL MEETING. 8. FOLLOWING THE PHONE CALL A LETTER IS SENT VIA CERTIFIED MAIL TO THE LAND OWNER DETAILING THE VIOLATION INCLUDING A DESCRIPTION OF THE VIOLATION INCLUDING ITS MATERIAL IMPACT, LOCATION AND EXTENT, THE APPLICABLE EASEMENT CITATION AND THE PROPOSED LAND OWNER ACTIONS TO CORRECT THE VIOLATION. 9. IF THE LAND OWNER PROMPTLY COMPLIES WITH THE REQUESTED SOLUTION, VERIFY THE CORRECTIVE ACTION AND SEND A THANK YOU LETTER. 10. NO ONE PERSON SHOULD MAKE A DECISION ON VIOLATION RESPONSE WITHOUT COUNSEL FIRST. 11. THE ORGANIZATION WILL ALWAYS CONDUCT MEETINGS WITH THE PROPERTY OWNER AS A TEAM OF TWO.

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.77$0.07$3.70$1.01$0.91$0.10
2023Detailed filing. Detailed filing data is available for this year.$3.41$0.03$3.38$0.78$0.84$0.06
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.36$0.07$3.29$1.37$0.78$0.59
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.09$0.05$3.03$0.79$0.65$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.94$0.07$2.86$0.77$0.49$0.28
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.40$0.02$2.38$0.50$0.45$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.23$0.10$2.13$0.59$0.42$0.18
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.12$0.01$2.11$0.77$0.66$0.11
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.87$0.03$1.84$1.74$1.26$0.48
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$0.02$1.35$1.11$0.99$0.12
2014Detailed filing. Detailed filing data is available for this year.$1.25$0.01$1.24$0.68$0.62$0.06
2013Detailed filing. Detailed filing data is available for this year.$1.20$0.01$1.19$1.24$1.18$0.07