Civic Intelligence

Groundswell Conservancy Inc

EIN 39-1452825 • 501(c)3 • Madison, WI

Profile

The natural heritage land trust protects natural areas, wildlife habitat, working farms, healthy lakes and streams, and recreation land to provide a high quality of life in the dane county, wisconsin region.

303 S Paterson St No 6Madison, WI 53703-4534

www.nhlt.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

25th percentile

0.03x

Higher debt load relative to assets than 25% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

37th percentile

0.13x

Higher debt load relative to revenue than 37% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

61st percentile

9.9%

Higher net margin than 61% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

54th percentile

6.2%

Faster asset growth than 54% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

15th percentile

-16%

Faster revenue growth than 15% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Assets

Up

$10,935,352

Up $274,111 (+2.6%) from 2023

Liabilities

Down

$288,609

Down $69,801 (-19%) from 2023

Net Assets

Up

$10,646,743

Up $343,912 (+3.3%) from 2023

Revenue

Down

$1,407,121

Down $1,281,979 (-48%) from 2023

Expenses

Down

$1,216,416

Down $1,206,151 (-50%) from 2023

Net Income

Down

$190,705

Down $75,828 (-28%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2010: $4,941,772Liabilities 2010: $536,902Net Assets 2010: $4,404,8702010Assets 2011: $6,027,466Liabilities 2011: $406,301Net Assets 2011: $5,621,1652011Assets 2012: $5,862,979Liabilities 2012: $99,662Net Assets 2012: $5,763,3172012Assets 2013: $8,845,344Liabilities 2013: $2,903,095Net Assets 2013: $5,942,2492013Assets 2014: $5,961,421Liabilities 2014: $53,724Net Assets 2014: $5,907,6972014Assets 2015: $6,869,645Liabilities 2015: $63,017Net Assets 2015: $6,806,6282015Assets 2016: $6,897,612Liabilities 2016: $76,085Net Assets 2016: $6,821,5272016Assets 2017: $6,812,833Liabilities 2017: $39,547Net Assets 2017: $6,773,2862017Assets 2018: $7,200,084Liabilities 2018: $58,728Net Assets 2018: $7,141,3562018Assets 2019: $7,982,947Liabilities 2019: $82,769Net Assets 2019: $7,900,1782019Assets 2020: $8,670,399Liabilities 2020: $173,618Net Assets 2020: $8,496,7812020Assets 2021: $9,070,920Liabilities 2021: $111,314Net Assets 2021: $8,959,6062021Assets 2022: $10,038,713Liabilities 2022: $99,723Net Assets 2022: $9,938,9902022Assets 2023: $10,661,241Liabilities 2023: $358,410Net Assets 2023: $10,302,8312023Assets 2024: $10,935,352Liabilities 2024: $288,609Net Assets 2024: $10,646,7432024

Highlighted filing

2024

Assets$10,935,352
Liabilities$288,609
Net Assets$10,646,743

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $2,431,4022010Expenses 2011: $609,5002011Expenses 2012: $531,7982012Revenue 2013: $6,713,747Expenses 2013: $6,594,806Net Income 2013: $118,9412013Revenue 2014: $1,851,583Expenses 2014: $1,986,171Net Income 2014: -$134,5882014Revenue 2015: $2,320,881Expenses 2015: $1,397,689Net Income 2015: $923,1922015Revenue 2016: $757,101Expenses 2016: $703,347Net Income 2016: $53,7542016Revenue 2017: $2,664,583Expenses 2017: $2,817,254Net Income 2017: -$152,6712017Revenue 2018: $734,149Expenses 2018: $444,027Net Income 2018: $290,1222018Revenue 2019: $3,405,749Expenses 2019: $2,681,590Net Income 2019: $724,1592019Revenue 2020: $1,702,810Expenses 2020: $1,069,053Net Income 2020: $633,7572020Revenue 2021: $1,084,404Expenses 2021: $944,572Net Income 2021: $139,8322021Revenue 2022: $3,200,738Expenses 2022: $1,667,683Net Income 2022: $1,533,0552022Revenue 2023: $2,689,100Expenses 2023: $2,422,567Net Income 2023: $266,5332023Revenue 2024: $1,407,121Expenses 2024: $1,216,416Net Income 2024: $190,7052024

Highlighted filing

2024

Revenue$1,407,121
Expenses$1,216,416
Net Income$190,705

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.9$0.29$10.6$1.41$1.22$0.19
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.7$0.36$10.3$2.69$2.42$0.27
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.0$0.10$9.94$3.20$1.67$1.53
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.07$0.11$8.96$1.08$0.94$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.67$0.17$8.50$1.70$1.07$0.63
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.98$0.08$7.90$3.41$2.68$0.72
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.20$0.06$7.14$0.73$0.44$0.29
2017Summary only. Only limited summary data is available for this year.$6.81$0.04$6.77$2.66$2.82$0.15
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.90$0.08$6.82$0.76$0.70$0.05
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.87$0.06$6.81$2.32$1.40$0.92
2014Detailed filing. Detailed filing data is available for this year.$5.96$0.05$5.91$1.85$1.99$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.85$2.90$5.94$6.71$6.59$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.86$0.10$5.76$0.53
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.03$0.41$5.62$0.61
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.94$0.54$4.40$2.43
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2014 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Sep 26, 2014
Return Version
2013v3.0
Gross Receipts
$1,857,056
Mission and Program Overview

Mission

We protect special places forever.

The natural heritage land trust is a leader in protecting natural areas and agricultural lands in dane county, wisconsin, and surrounding areas.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$7,723,969$4,711,848▼ $3,012,121
Investments in Publicly Traded Securities$674,012$731,337▲ $57,325
Savings and Temporary Cash Investments$157,740$149,940▼ $7,800
Accounts Receivable$37,162$36,985▼ $177
Prepaid Expenses and Deferred Charges$3,821$3,970▲ $149
Cash and Non-Interest-Bearing Accounts$200$200→ $0
Total Assets$8,845,344$5,961,421▼ $2,883,923
Other Assets Total$248,440$327,141▲ $78,701
Liabilities
Grants Payable$2,865,835--
Deferred Revenue$7,890$31,634▲ $23,744
Accounts Payable and Accrued Expenses$29,370$22,090▼ $7,280
Total Liabilities$2,903,095$53,724▼ $2,849,371
Net Assets / Fund Balance
Unrestricted Net Assets$5,642,259$5,545,573▼ $96,686
Temporarily Rstr Net Assets$299,990$362,124▲ $62,134
Total Net Assets Fund Balance$5,942,249$5,907,697▼ $34,552
Total Liabilities and Net Assets / Fund Balance$8,845,344$5,961,421▼ $2,883,923

Asset Categories

AssetBook ValueDepreciationBasis
Land$4,706,651-$4,706,651
Equipment$5,197$4,816$10,013
Other Assets Org$327,141--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$248,440$51,100▲ $27,527$9,926$317,141
2013$190,057$45,000▲ $18,881$5,498$248,440
2012$154,782$49,701▼ $8,729$5,697$190,057
2011$124,526$16,000▲ $20,160$5,904$154,782
2010$121,091-▲ $9,554$6,119$124,526
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
James WelshExecutive DirectorFT$67,601$11,070$78,671

Board Members and Trustees

NameTitle
William Van HarenPresident
Jediah WhiteVice President
Barry PerkelDirector
Brenda HaskinsDirector
Glenn ReinlDirector
Kevin ShelleyDirector
Pat LeavenworthDirector
Renee LauberDirector
Tom KrauskopfDirector
Vicki ElkinDirector
Darcy KindSecretary
Mariana WeinholdTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,808,196
Program Service Revenue
$2,789
Investment Income
$33,698
Other Revenue
$6,900
All Other Contributions
$259,697
Change in Net Assets
$-134,588

Noncash Contribution Practices

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

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,857,056
Revenue Not Reported on Financial Statements
$-5,473
Revenue Not Reported on Form 990
$92,253
Other Revenue Adjustments
$-5,473
Total Revenue per Audited Statements
$1,949,309
Total Revenue per Form 990
$1,851,583
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,535,793
Other Expenses$249,073
Salaries, Compensation, and Employee Benefits$201,305
Total Fundraising Expense$73,358
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,535,793--$1,535,793
Other Expenses$118,714--$118,714
Other Salaries and Wages$64,871$10,306$32,864$108,041
Current Officers, Directors, Trustees, and Key Employees$47,236$7,505$23,930$78,671
Occupancy$58,147$1,401$4,467$64,015
Fees for Services Other$14,036$2,068-$16,104
Office Expenses$9,364$2,314$4,379$16,057
Payroll Taxes$8,762$1,392$4,439$14,593
Fees for Services Accounting-$11,000-$11,000
Fees for Service Investment Mgmnt Fees-$7,783-$7,783
Insurance$4,223$671$2,139$7,033
All Other Expenses$2,593$1,777-$4,370
Depreciation Depletion$1,152$183$584$1,919
Information Technology$421$67$213$701
Travel$350$56$177$583
Conferences and Meetings$328$52$166$546
Fees for Services Legal-$248-$248
Total Functional Expenses$1,865,990$46,823$73,358$1,986,171

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,986,171
Total Expenses per Audited Statements$1,983,861
Expenses per Audited Statements$1,978,388
Expenses Not Reported on Financial Statements$7,783
Expenses Not Reported on Form 990$5,473
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
13-5643799-501(c)(3)Preservation of Land$73,500
53-0242652-501(c)(3)Preservation of Land$43,000
39-6005684-Dane CountyPreservation of Land$34,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$12,373
Fundraising Direct Expenses$5,473
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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 11

The prepared form 990 is reviewed and approved by the members of the executive committee before the return is filed with the irs.

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

The organization's executive director annually verifies that all conflict of interest statements have been completed and are up to date. Any potential conflicts are reviewed by the members of the governing body's executive committee.

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

The governing body annually determines the executive director's compensation by determining affordability and reviewing the compensation paid for comparable positions by similar agencies in the area.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

EIN
39-1452825
Phone
6082589797

Signing Officer

Name
James Welsh
Title
Executive Director
Phone
6082589797
Signed
2014-09-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Welsh
Formed
1983
Legal Domicile
Wi
Voting Board Members
12
Independent Board Members
12
Employees
5
Volunteers
59

Preparer

Preparer
Bruce Mayer CPA
Phone
6082744020
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Change in beneficial interest in assets held by madison community foundatio 37,527.

Financial Statement Notes

PART II, LINE 9:

Acquisitions of conservations easements are reported as expenses and the proceeds from sales of conservations easements are reported as revenue in the organization's statement of activities. The organization does not report conservation easements on its statement of financial position.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Change in beneficial interest in assets held by madison community foundation 37,527. Investment management fees reported on form 990, part ix, line 11f -7,783.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Direct expenses reported on form 990, part viii, line 8b -5,473.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Direct expenses reported on form 990, part viii, line 8b 5,473.

Raw XML AppendixShowing 400 of 624 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt029370
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt022090
IRS990/AccountsReceivableGrp/BOYAmt037162
IRS990/AccountsReceivableGrp/EOYAmt036985
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE NATURAL HERITAGE LAND TRUST IS A LEADER IN PROTECTING NATURAL AREAS AND AGRICULTURAL LANDS IN DANE COUNTY, WISCONSIN, AND SURROUNDING AREAS.
IRS990/AllOtherContributionsAmt0259697
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt01777
IRS990/AllOtherExpensesGrp/ProgramServicesAmt02593
IRS990/AllOtherExpensesGrp/TotalAmt04370
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/PersonNm0JAMES WELSH
IRS990/BooksInCareOfDetail/PhoneNum06082589797
IRS990/BooksInCareOfDetail/USAddress/AddressLine10303 S PATERSON ST STE 6
IRS990/BooksInCareOfDetail/USAddress/City0MADISON
IRS990/BooksInCareOfDetail/USAddress/State0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCode0537034534
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IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt07505
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IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt078671
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IRS990/CYOtherExpensesAmt0249073
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IRS990/CYTotalProfFndrsngExpnsAmt00
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IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0183
IRS990/DepreciationDepletionGrp/ProgramServicesAmt01152
IRS990/DepreciationDepletionGrp/TotalAmt01919
IRS990/Desc0THIS YEAR NATURAL HERITAGE LAND TRUST COMPLETED FOUR LAND PROTECTION PROJECTS PERMANENTLY PROTECTING 399 ACRES OF IMPORTANT LAND AND WATER AT PLACES LIKE THE WISCONSIN RIVER, BLACK EARTH CREEK, AND THE HISTORIC INDIAN AGENCY HOUSE NEAR THE CONFLUENCE OF THE FOX AND WISCONSIN RIVERS.
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IRS990/ForeignActivitiesInd00
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IRS990/Form990PartVIISectionAGrp/OfficerInd0X
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IRS990/Form990PartVIISectionAGrp/PersonNm0WILLIAM VAN HAREN
IRS990/Form990PartVIISectionAGrp/PersonNm1JEDIAH WHITE
IRS990/Form990PartVIISectionAGrp/PersonNm2MARIANA WEINHOLD
IRS990/Form990PartVIISectionAGrp/PersonNm3DARCY KIND
IRS990/Form990PartVIISectionAGrp/PersonNm4VICKI ELKIN
IRS990/Form990PartVIISectionAGrp/PersonNm5BRENDA HASKINS
IRS990/Form990PartVIISectionAGrp/PersonNm6TOM KRAUSKOPF
IRS990/Form990PartVIISectionAGrp/PersonNm7RENEE LAUBER
IRS990/Form990PartVIISectionAGrp/PersonNm8PAT LEAVENWORTH
IRS990/Form990PartVIISectionAGrp/PersonNm9BARRY PERKEL
IRS990/Form990PartVIISectionAGrp/PersonNm10GLENN REINL
IRS990/Form990PartVIISectionAGrp/PersonNm11KEVIN SHELLEY
IRS990/Form990PartVIISectionAGrp/PersonNm12JAMES WELSH
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