Civic Intelligence

Walloon Lake Association and Conservancy

990 • Fiscal year 2015 • EIN 38-3608004

Jan 01, 2015 to Dec 31, 2015 • Filed on Jun 17, 2016

Organization ProfileWALLOON.ORG
PO Box 621 616 Petoskey St 110Petoskey, MI 49770

(231) 347-0100

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

Higher debt load relative to assets than 7% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

10th percentile

0.01x

Higher debt load relative to revenue than 10% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

12th percentile

-20%

Higher net margin than 12% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

23rd percentile

$52,335

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 21.5% of source-year revenue.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

37th percentile

-1.8%

Faster asset growth than 37% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

12th percentile

-23%

Faster revenue growth than 12% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets7th percentile

Assets

Down

$7,604,658

Down $136,119 (-1.8%) from 2014

Net Assets

Down

$7,602,831

Down $133,209 (-1.7%) from 2014

Liabilities

Down

$1,827

Down $2,910 (-61%) from 2014

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin12th percentile

Revenue

Down

$243,243

Down $74,634 (-23%) from 2014

Expenses

Up

$291,784

Up $3,016 (+1.0%) from 2014

Net Income

Down

-$48,541

Down $77,650 (-267%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth37th 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

2015

Assets$7,604,658
Liabilities$1,827
Net Assets$7,602,831
Open 2015 Filing

Operations Trend

Revenue Growth12th 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

2015

Revenue$243,243
Expenses$291,784
Net Income-$48,541
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jun 17, 2016
Return Version
2015v2.1
Gross Receipts
$1,020,226
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$4,157,689$4,156,380▼ $1,309
Investments in Publicly Traded Securities$3,572,915$3,388,126▼ $184,789
Savings and Temporary Cash Investments$7,683$60,152▲ $52,469
Pledges and Grants Receivable$2,390--
Prepaid Expenses and Deferred Charges$100--
Total Assets$7,740,777$7,604,658▼ $136,119
Liabilities
Accounts Payable and Accrued Expenses$4,737$1,827▼ $2,910
Total Liabilities$4,737$1,827▼ $2,910
Net Assets / Fund Balance
Unrestricted Net Assets$5,137,573$4,956,486▼ $181,087
Permanently Rstr Net Assets$2,591,348$2,626,448▲ $35,100
Temporarily Rstr Net Assets$7,119$19,897▲ $12,778
Total Net Assets Fund Balance$7,736,040$7,602,831▼ $133,209
Total Liabilities and Net Assets / Fund Balance$7,740,777$7,604,658▼ $136,119

Asset Categories

AssetBook ValueDepreciationBasis
Land$4,154,262-$4,154,262
Other Land Buildings$2,118$19,925$22,043

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$2,591,348$35,100--$2,626,448
2014$2,586,198$5,150--$2,591,348
2013$2,581,098$5,100--$2,586,198
2012$2,581,098---$2,581,098
2011$2,580,998$100--$2,581,098
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christine WedgeExec DirectoPT$39,950$12,385$52,335

Board Members and Trustees

NameTitle
Lee ParrishPresident
Caroline PyleTrustee
Dave DealTrustee
Irma NoelTrustee
Judy ReynoldsTrustee
Neil FergusonTrustee
Pamela RoudiTrustee
Scott SmithTrustee
Charles SanbackTrustee (201
Robert BessetteTrustee (201
Wayne WilliamsTrustee (201
Robert CharltonSecretary
Matt FrentzTreasurer
Richard GrossVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$174,149
Program Service Revenue
$0
Investment Income
$69,094
Other Revenue
$0
All Other Contributions
$174,149
Change in Net Assets
$-48,541

Audited Revenue Reconciliation

Revenue per Audited Statements
$243,243
Revenue Not Reported on Form 990
$-84,668
Total Revenue per Audited Statements
$158,575
Total Revenue per Form 990
$243,243
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$164,126
Other Expenses$127,658
Total Fundraising Expense$2,023
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$97,411$47,979-$145,390
Occupancy$8,333$4,104-$12,437
Payroll Taxes$7,718$3,802-$11,520
Fees for Services Accounting-$10,920-$10,920
All Other Expenses$5,144$743$2,023$7,910
Pension Plan Contributions$4,835$2,381-$7,216
Other Expenses$2,614$1,288-$3,902
Depreciation Depletion$877$432-$1,309
Total Functional Expenses$203,706$86,055$2,023$291,784

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$291,784
Total Expenses per Audited Statements$291,784
Total Expenses per Form 990$291,784
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
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 finance committee 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

Filer Name
Walloon Lake Trust and Conservancy
EIN
38-3608004
Phone
2313470100
Address
PO BOX 621 616 PETOSKEY ST 110, PETOSKEY, MI 49770

Signing Officer

Name
Christine Wedge
Title
Exec Director
Phone
2313470100
Signed
2016-06-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lee Parrish
Formed
2001
Legal Domicile
Mi
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
90

Preparer

Firm
Bunker Clark Winnell & Nuorala Pc
Address
2301 MITCHELL PARK DRIVE, PETOSKEY, MI 49770
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

“The trust is a non-profit corporation exempt from federal income tax under section 501(c)(3) of the internal revenue code. It has been classified as an organization that is not a private foundation under the internal revenue code. Accordingly, contributions to the trust are deductible for federal income tax purposes. The trust's federal income tax returns (form 990) are subject to examination by the irs, generally for three years after they were filed.”

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IRS990/MissionDesc0TO PRESERVE AND PROTECT THE NATURAL RESOURCES OF WALLOON LAKE & ITS WATERSHED.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt07736040
IRS990/NetAssetsOrFundBalancesEOYAmt07602831
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt08978
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt08978
IRS990/NetUnrlzdGainsLossesInvstAmt0-84668
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt04104
IRS990/OccupancyGrp/ProgramServicesAmt08333
IRS990/OccupancyGrp/TotalAmt012437
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0LAND PRESERVATION
IRS990/OtherExpensesGrp/Desc1FEES AND MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2INSURANCE
IRS990/OtherExpensesGrp/Desc3OFFICE EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt012539
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11867
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21288
IRS990/OtherExpensesGrp/ProgramServicesAmt047524
IRS990/OtherExpensesGrp/ProgramServicesAmt125459
IRS990/OtherExpensesGrp/ProgramServicesAmt23791
IRS990/OtherExpensesGrp/ProgramServicesAmt32614
IRS990/OtherExpensesGrp/TotalAmt047524
IRS990/OtherExpensesGrp/TotalAmt137998
IRS990/OtherExpensesGrp/TotalAmt25658
IRS990/OtherExpensesGrp/TotalAmt33902
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt047979
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt097411
IRS990/OtherSalariesAndWagesGrp/TotalAmt0145390
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03802
IRS990/PayrollTaxesGrp/ProgramServicesAmt07718
IRS990/PayrollTaxesGrp/TotalAmt011520
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02381
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt04835
IRS990/PensionPlanContributionsGrp/TotalAmt07216
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02591348
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02626448
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt02390
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0100
IRS990/PrincipalOfficerNm0LEE PARRISH
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0PUBLIC EDUCATION
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt03634
IRS990/ProgSrvcAccomActy3Grp/Desc0PRINTING, POSTAGE, ADMINISTRATIVE AND OTHER RELATED ITEMS ALLOCABLE TO THE ABOVE.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0152548
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0176159
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0141718
IRS990/PYOtherExpensesAmt0137350
IRS990/PYRevenuesLessExpensesAmt029109
IRS990/PYSalariesCompEmpBnftPaidAmt0151418
IRS990/PYTotalExpensesAmt0288768
IRS990/PYTotalRevenueAmt0317877
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-48541
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt07683
IRS990/SavingsAndTempCashInvstGrp/EOYAmt060152
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 27,753
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0174149
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0176159
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0418586
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0215016
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0165146
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01149056
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt060116
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt085932
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt096888
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt080118
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0143289
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0466343
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0175
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt02661
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt024917
IRS990ScheduleA/OtherIncome170Grp/TotalAmt027753
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.55740
IRS990ScheduleA/PublicSupportPY170Pct00.54160
IRS990ScheduleA/PublicSupportTotal170Amt0915812
IRS990ScheduleA/SubstantialContributorsTotAmt0233244
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0174149
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0176159
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0418586
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0215016
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0165146
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01149056
IRS990ScheduleA/TotalSupportAmt01643152
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/BeginningYearBalanceAmt02591348
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt035100
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02626448
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02586198
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt05150
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02591348
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02581098
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt05100
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02586198
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02581098
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02581098
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02580998
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0100
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02581098
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesIncurredEnforcementAmt0733
IRS990ScheduleD/ExpensesSubtotalAmt0291784
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt04154262
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt04154262
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-84668
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02118
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt019925
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt022043
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/ProtectionNaturalHabitatInd0X
IRS990ScheduleD/RevenueNotReportedAmt0-84668
IRS990ScheduleD/RevenueSubtotalAmt0243243
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/ExplanationTxt1THE TRUST IS A NON-PROFIT CORPORATION EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IT HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER THE INTERNAL REVENUE CODE. ACCORDINGLY, CONTRIBUTIONS TO THE TRUST ARE DEDUCTIBLE FOR FEDERAL INCOME TAX PURPOSES. THE TRUST'S FEDERAL INCOME TAX RETURNS (FORM 990) ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 1, PART II, LINE 9
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalAcreageCnt0759.67
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04156380
IRS990ScheduleD/TotalEasementsCnt020
IRS990ScheduleD/TotalExpensesPerForm990Amt0291784
IRS990ScheduleD/TotalRevenuePerForm990Amt0243243
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0158575
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0291784
IRS990ScheduleD/WrittenPolicyMonitoringInd0false
IRS990/ScheduleJRequiredInd0false
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 FINANCE COMMITTEE 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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,604,658
Liabilities
$1,827
Net assets
$7,602,831
Revenue
$243,243
Expenses
$291,784
Net income
-$48,541
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
2015Detailed filing. Detailed filing data is available for this year.$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
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$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