Civic Intelligence

Walloon Lake Association and Conservancy

990 • Fiscal year 2013 • EIN 38-3608004

Jan 01, 2013 to Dec 31, 2013 • Filed on Jul 18, 2014

Organization ProfileWALLOON.ORG
PO Box 621 616 Petoskey StRoom/Suite 110Walloon Lake, MI 49770

(231) 347-0100

Siviq Scores

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

Liabilities / Assets

17th percentile

0.01x

Higher debt load relative to assets than 17% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

44th percentile

0.15x

Higher debt load relative to revenue than 44% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Net Margin

88th percentile

42%

Higher net margin than 88% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

30th percentile

$61,543

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 9.4% of source-year revenue.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Asset Growth

64th percentile

7.0%

Faster asset growth than 64% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

90th percentile

65%

Faster revenue growth than 90% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$7,771,936

Up $509,042 (+7.0%) from 2012

Net Assets

Up

$7,675,398

Up $511,091 (+7.1%) from 2012

Liabilities

Down

$96,538

Down $2,049 (-2.1%) from 2012

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin88th percentile

Revenue

$652,652

No earlier filing loaded for comparison.

Expenses

Up

$377,915

Up $156,755 (+71%) from 2012

Net Income

$274,737

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$15M$10M$5.0M$0Assets 2010: $7,240,339Liabilities 2010: $263,914Net Assets 2010: $6,976,4252010Assets 2011: $7,090,944Liabilities 2011: $224,538Net Assets 2011: $6,866,4062011Assets 2012: $7,262,894Liabilities 2012: $98,587Net Assets 2012: $7,164,3072012Assets 2013: $7,771,936Liabilities 2013: $96,538Net Assets 2013: $7,675,3982013Assets 2014: $7,740,777Liabilities 2014: $4,737Net Assets 2014: $7,736,0402014Assets 2015: $7,604,658Liabilities 2015: $1,827Net Assets 2015: $7,602,8312015Assets 2016: $7,730,315Liabilities 2016: $12,204Net Assets 2016: $7,718,1112016Assets 2017: $8,194,573Liabilities 2017: $8,541Net Assets 2017: $8,186,0322017Assets 2018: $8,844,900Liabilities 2018: $17,501Net Assets 2018: $8,827,3992018Assets 2019: $9,937,401Liabilities 2019: $27,960Net Assets 2019: $9,909,4412019Assets 2020: $11,950,153Liabilities 2020: $121,577Net Assets 2020: $11,828,5762020Assets 2021: $13,387,672Liabilities 2021: $894,259Net Assets 2021: $12,493,4132021Assets 2022: $12,817,153Liabilities 2022: $564,197Net Assets 2022: $12,252,9562022Assets 2023: $13,407,009Liabilities 2023: $492,426Net Assets 2023: $12,914,5832023Assets 2024: $13,619,211Liabilities 2024: $238,914Net Assets 2024: $13,380,2972024

Highlighted filing

2013

Assets$7,771,936
Liabilities$96,538
Net Assets$7,675,398
Open 2013 Filing

Operations Trend

Revenue Growth90th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $214,8632010Revenue 2011: $238,912Expenses 2011: $220,058Net Income 2011: $18,8542011Expenses 2012: $221,1602012Revenue 2013: $652,652Expenses 2013: $377,915Net Income 2013: $274,7372013Revenue 2014: $317,877Expenses 2014: $288,768Net Income 2014: $29,1092014Revenue 2015: $243,243Expenses 2015: $291,784Net Income 2015: -$48,5412015Revenue 2016: $354,128Expenses 2016: $289,047Net Income 2016: $65,0812016Revenue 2017: $461,912Expenses 2017: $287,375Net Income 2017: $174,5372017Revenue 2018: $1,473,850Expenses 2018: $381,106Net Income 2018: $1,092,7442018Revenue 2019: $1,086,960Expenses 2019: $564,423Net Income 2019: $522,5372019Revenue 2020: $2,366,610Expenses 2020: $665,928Net Income 2020: $1,700,6822020Revenue 2021: $1,660,165Expenses 2021: $832,241Net Income 2021: $827,9242021Revenue 2022: $1,610,203Expenses 2022: $937,041Net Income 2022: $673,1622022Revenue 2023: $1,084,551Expenses 2023: $845,547Net Income 2023: $239,0042023Revenue 2024: $931,365Expenses 2024: $686,930Net Income 2024: $244,4352024

Highlighted filing

2013

Revenue$652,652
Expenses$377,915
Net Income$274,737
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jul 18, 2014
Return Version
2013v3.1
Gross Receipts
$1,440,915
Mission and Program Overview

Mission

The mission of walloon lake trust and conservancy is to conserve, care for and connect people to the land, lakes and streams within the walloon lake watershed now and forever.

To preserve and protect the natural resources of walloon lake & its watershed.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,018,397$4,109,565▲ $91,168
Investments in Publicly Traded Securities$3,149,704$3,616,541▲ $466,837
Savings and Temporary Cash Investments$87,618$40,730▼ $46,888
Pledges and Grants Receivable$2,000$4,600▲ $2,600
Accounts Receivable$5,175$500▼ $4,675
Total Assets$7,262,894$7,771,936▲ $509,042
Liabilities
Accounts Payable and Accrued Expenses$87,237$96,538▲ $9,301
Other Liabilities$11,350--
Total Liabilities$98,587$96,538▼ $2,049
Net Assets / Fund Balance
Unrestricted Net Assets$4,554,434$5,084,385▲ $529,951
Permanently Rstr Net Assets$2,581,098$2,586,198▲ $5,100
Temporarily Rstr Net Assets$28,775$4,815▼ $23,960
Total Net Assets Fund Balance$7,164,307$7,675,398▲ $511,091
Total Liabilities and Net Assets / Fund Balance$7,262,894$7,771,936▲ $509,042

Asset Categories

AssetBook ValueDepreciationBasis
Land$4,107,968-$4,107,968
Other Land Buildings$1,597$17,753$19,350

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$2,581,098$5,100--$2,586,198
2012$2,581,098---$2,581,098
2011$2,580,998$100--$2,581,098
2010$2,580,998---$2,580,998
2009$2,580,998---$2,580,998
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Elizabeth LiebermanExec DirectoPT$61,543$61,543

Board Members and Trustees

NameTitle
Robert BessettePresident
Judy ReynoldsTrustee
Neil FergusonTrustee
Robert CharltonTrustee
Robert MarquardtTrustee
Scott SmithTrustee
Wayne WilliamsTrustee
Richard GrossSecretary
Matt FrentzTreasurer
Charles SanbackVice Preside
Lee ParrishVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$410,846
Program Service Revenue
$0
Investment Income
$241,806
Other Revenue
$0
All Other Contributions
$410,846
Change in Net Assets
$274,737

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported Amount
Real Estate Residential2$167,000
Total Noncash Contributions2$167,000

Audited Revenue Reconciliation

Revenue per Audited Statements
$652,652
Revenue Not Reported on Form 990
$236,354
Total Revenue per Audited Statements
$889,006
Total Revenue per Form 990
$652,652
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$160,000
Other Expenses$119,259
Salaries, Compensation, and Employee Benefits$98,656
Total Fundraising Expense$855
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$160,000--$160,000
Other Salaries and Wages$57,819$28,478-$86,297
Occupancy$7,956$3,918-$11,874
All Other Expenses$5,557$2,736$855$9,148
Fees for Services Accounting-$7,745-$7,745
Payroll Taxes$4,944$2,435-$7,379
Other Expenses$6,492$3,065-$6,492
Pension Plan Contributions$3,337$1,643-$4,980
Depreciation Depletion$714$351-$1,065
Total Functional Expenses$319,187$57,873$855$377,915

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$377,915
Total Expenses per Audited Statements$377,915
Total Expenses per Form 990$377,915
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
No
Annual disclosure for covered persons
No
Audit committee
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
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 11B

“990 was reviewed by board prior to filing”

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

“The board of trustees discusses and considers comparative info from the area and other similarly sized non-profit organizations.”

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

“Compensation reviews for key employees include reviews of independent persons and use of comparable data.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are available upon request”

Filing and Contact Details

Filer

EIN
38-3608004
Phone
2313470100

Signing Officer

Name
Elizabeth Lieberman
Title
Executive Director
Phone
2313470100
Signed
2014-07-18
Discuss with paid preparer
Yes

Organization Details

Formed
2001
Legal Domicile
Mi
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
90

Preparer

Preparer
Michael L Nuorala
Phone
2313473963
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

“Volunteers provide numerous services ranging from monitoring of conservation easements to assisting with the entity's newsletters.”

Financial Statement Notes

Schedule D, Page 1, Part II, Line 9

“Purchased land conservation easements are valued at their purchase price, while gifted land conservation easements are valued at 1 each.”

Schedule D, Page 3, Part X

“N/A”

Schedule D, Page 4, Part XIII

“The income from the endowment funds are used to support the organization's activities”

Raw XML AppendixShowing 400 of 511 raw XML fields

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/OtherExpensesGrp/Desc3SAFETY PROGRAMS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07502
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13065
IRS990/OtherExpensesGrp/ProgramServicesAmt050915
IRS990/OtherExpensesGrp/ProgramServicesAmt115230
IRS990/OtherExpensesGrp/ProgramServicesAmt26223
IRS990/OtherExpensesGrp/ProgramServicesAmt36492
IRS990/OtherExpensesGrp/TotalAmt050915
IRS990/OtherExpensesGrp/TotalAmt122732
IRS990/OtherExpensesGrp/TotalAmt29288
IRS990/OtherExpensesGrp/TotalAmt36492
IRS990/OtherLiabilitiesGrp/BOYAmt011350
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt028478
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt057819
IRS990/OtherSalariesAndWagesGrp/TotalAmt086297
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02435
IRS990/PayrollTaxesGrp/ProgramServicesAmt04944
IRS990/PayrollTaxesGrp/TotalAmt07379
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01643
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt03337
IRS990/PensionPlanContributionsGrp/TotalAmt04980
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02581098
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02586198
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt02000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt04600
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0SAFETY PROGRAM - PUBLIC EDUCATION - BOAT AND WATER SAFETY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt06492
IRS990/ProgSrvcAccomActy3Grp/Desc0PRINTING, POSTAGE, ADMINISTRATIVE AND OTHER RELATED ITEMS ALLOCABLE TO THE ABOVE.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0101780
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0217827
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt081643
IRS990/PYOtherExpensesAmt0116394
IRS990/PYOtherRevenueAmt0-4725
IRS990/PYRevenuesLessExpensesAmt073585
IRS990/PYSalariesCompEmpBnftPaidAmt0104766
IRS990/PYTotalExpensesAmt0221160
IRS990/PYTotalRevenueAmt0294745
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0274737
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt087618
IRS990/SavingsAndTempCashInvstGrp/EOYAmt040730
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt0OTHER INCOME 30,870
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0418736
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0215166
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0160146
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0251918
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0112004
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01157970
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt096888
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt080118
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0143289
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0100321
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt096693
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0517309
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0175
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt02661
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt024917
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt03117
IRS990ScheduleA/OtherIncome170Grp/TotalAmt030870
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.51880
IRS990ScheduleA/PublicSupportPY170Pct00.58010
IRS990ScheduleA/PublicSupportTotal170Amt0885066
IRS990ScheduleA/SubstantialContributorsTotAmt0272904
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0418736
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0215166
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0160146
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0251918
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0112004
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01157970
IRS990ScheduleA/TotalSupportAmt01706149
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/CYEndwmtFundGrp/BeginningYearBalanceAmt02581098
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt05100
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02586198
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02581098
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02581098
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02580998
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0100
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02581098
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02580998
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02580998
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02580998
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02580998
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesIncurredEnforcementAmt0681
IRS990ScheduleD/ExpensesSubtotalAmt0377915
IRS990ScheduleD/LandGrp/BookValueAmt04107968
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt04107968
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0236354
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01597
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt017753
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt019350
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt0236354
IRS990ScheduleD/RevenueSubtotalAmt0652652
IRS990ScheduleD/Section170hRqrStsfdInd0false
IRS990ScheduleD/StaffHoursSpentEnforcementCnt020.00
IRS990ScheduleD/StatesEasementsHeldCnt01
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PURCHASED LAND CONSERVATION EASEMENTS ARE VALUED AT THEIR PURCHASE PRICE, WHILE GIFTED LAND CONSERVATION EASEMENTS ARE VALUED AT 1 EACH.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1N/A
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2THE INCOME FROM THE ENDOWMENT FUNDS ARE USED TO SUPPORT THE ORGANIZATION'S ACTIVITIES
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 1, PART II, LINE 9
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 4, PART XIII
IRS990ScheduleD/TotalAcreageCnt0780.48
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04109565
IRS990ScheduleD/TotalEasementsCnt020
IRS990ScheduleD/TotalExpensesPerForm990Amt0377915
IRS990ScheduleD/TotalRevenuePerForm990Amt0652652
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0889006
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0377915
IRS990ScheduleD/WrittenPolicyMonitoringInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt0160000
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0LAND DONATED
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0LAND PROTECTION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10CAMP DAGGETT
IRS990ScheduleI/RecipientTable/RecipientEIN0381617980
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1003001 CHURCH RD
IRS990ScheduleI/RecipientTable/USAddress/City0PETOSKEY
IRS990ScheduleI/RecipientTable/USAddress/State0MI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode049770
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0APPRAISAL
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE TRUST TOOK LAND THAT WAS DONATED TO THE CONSERVANCY, PUT A LAND CONSERVATION EASEMENT ON IT, AND THEN DONATED IT TO CAMP DAGGETT, A 501(C) (3)ORGANIZATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 4, PART IV
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/RealEstateResidentialGrp/ContributionCnt02
IRS990ScheduleM/RealEstateResidentialGrp/NonCashCheckboxInd0X
IRS990ScheduleM/RealEstateResidentialGrp/NoncashContributionsRptF990Amt0167000
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0true
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0VOLUNTEERS PROVIDE NUMEROUS SERVICES RANGING FROM MONITORING OF CONSERVATION EASEMENTS TO ASSISTING WITH THE ENTITY'S NEWSLETTERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1990 WAS REVIEWED BY BOARD PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF TRUSTEES DISCUSSES AND CONSIDERS COMPARATIVE INFO FROM THE AREA AND OTHER SIMILARLY SIZED NON-PROFIT ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION REVIEWS FOR KEY EMPLOYEES INCLUDE REVIEWS OF INDEPENDENT PERSONS AND USE OF COMPARABLE DATA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,771,936
Liabilities
$96,538
Net assets
$7,675,398
Revenue
$652,652
Expenses
$377,915
Net income
$274,737
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.6$0.24$13.4$0.93$0.69$0.24
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.4$0.49$12.9$1.08$0.85$0.24
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.8$0.56$12.3$1.61$0.94$0.67
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.4$0.89$12.5$1.66$0.83$0.83
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.0$0.12$11.8$2.37$0.67$1.70
2019Summary only. Only limited summary data is available for this year.$9.94$0.03$9.91$1.09$0.56$0.52
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.84$0.02$8.83$1.47$0.38$1.09
2017Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$8.19$0.01$8.19$0.46$0.29$0.17
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.73$0.01$7.72$0.35$0.29$0.07
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.60$0.00$7.60$0.24$0.29$0.05
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.74$0.00$7.74$0.32$0.29$0.03
2013Detailed filing. Detailed filing data is available for this year.$7.77$0.10$7.68$0.65$0.38$0.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.26$0.10$7.16$0.22
2011Summary only. Only limited summary data is available for this year.$7.09$0.22$6.87$0.24$0.22$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.24$0.26$6.98$0.21