Civic Intelligence

Caledonia Conservancy Ltd.

990 • Fiscal year 2019 • EIN 39-1822368

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 01, 2020

Organization ProfileWWW.CALEDONIACONSERVANCY.ORG
PO Box 044714Racine, WI 53404-7015

(262) 498-4993

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.02x

Higher debt load relative to revenue than 29% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

96th percentile

75%

Higher net margin than 96% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

41st percentile

$31,000

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 8.9% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

68th percentile

11%

Faster asset growth than 68% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

48th percentile

3.1%

Faster revenue growth than 48% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$2,695,306

Up $267,202 (+11%) from 2018

Net Assets

Up

$2,687,886

Up $259,857 (+11%) from 2018

Liabilities

Up

$7,420

Up $7,345 (+9793%) from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin96th percentile

Revenue

Up

$347,383

Up $10,388 (+3.1%) from 2018

Expenses

Up

$87,526

Up $2,729 (+3.2%) from 2018

Net Income

Up

$259,857

Up $7,659 (+3.0%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,425,606Liabilities 2010: $0Net Assets 2010: $1,425,6062010Assets 2011: $1,580,469Liabilities 2011: $0Net Assets 2011: $1,580,4692011Assets 2012: $1,910,332Liabilities 2012: $1,077Net Assets 2012: $1,909,2552012Assets 2013: $1,920,128Liabilities 2013: $467Net Assets 2013: $1,919,6612013Assets 2014: $2,004,343Liabilities 2014: $486Net Assets 2014: $2,003,8572014Assets 2015: $2,057,992Liabilities 2015: $3,253Net Assets 2015: $2,054,7392015Assets 2016: $2,154,318Liabilities 2016: $0Net Assets 2016: $2,154,3182016Assets 2017: $2,175,831Liabilities 2017: $0Net Assets 2017: $2,175,8312017Assets 2018: $2,428,104Liabilities 2018: $75Net Assets 2018: $2,428,0292018Assets 2019: $2,695,306Liabilities 2019: $7,420Net Assets 2019: $2,687,8862019Assets 2020: $2,692,001Liabilities 2020: $553Net Assets 2020: $2,691,4482020Assets 2021: $2,718,557Liabilities 2021: $0Net Assets 2021: $2,718,5572021Assets 2022: $2,778,840Liabilities 2022: $0Net Assets 2022: $2,778,8402022Assets 2023: $2,920,642Liabilities 2023: $143,852Net Assets 2023: $2,776,7902023Assets 2024: $2,947,070Liabilities 2024: $121,842Net Assets 2024: $2,825,2282024

Highlighted filing

2019

Assets$2,695,306
Liabilities$7,420
Net Assets$2,687,886
Open 2019 Filing

Operations Trend

Revenue Growth48th percentile

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

$400K$300K$200K$100K$0-$100KExpenses 2010: $29,3922010Expenses 2011: $39,2872011Expenses 2012: $40,7732012Revenue 2013: $49,256Expenses 2013: $38,850Net Income 2013: $10,4062013Revenue 2014: $147,652Expenses 2014: $63,456Net Income 2014: $84,1962014Revenue 2015: $136,677Expenses 2015: $85,795Net Income 2015: $50,8822015Revenue 2016: $181,785Expenses 2016: $82,206Net Income 2016: $99,5792016Revenue 2017: $100,540Expenses 2017: $79,027Net Income 2017: $21,5132017Revenue 2018: $336,995Expenses 2018: $84,797Net Income 2018: $252,1982018Revenue 2019: $347,383Expenses 2019: $87,526Net Income 2019: $259,8572019Revenue 2020: $110,849Expenses 2020: $107,287Net Income 2020: $3,5622020Revenue 2021: $105,421Expenses 2021: $78,312Net Income 2021: $27,1092021Revenue 2022: $142,998Expenses 2022: $82,715Net Income 2022: $60,2832022Revenue 2023: $101,116Expenses 2023: $103,672Net Income 2023: -$2,5562023Revenue 2024: $140,610Expenses 2024: $92,172Net Income 2024: $48,4382024

Highlighted filing

2019

Revenue$347,383
Expenses$87,526
Net Income$259,857
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 1, 2020
Return Version
2019v5.1
Gross Receipts
$364,489
Mission and Program Overview

Mission

The mission of the organization is to protect the rural character of the village of caledonia, racine county, wisconsin.

Protect the rural character of the village of caledonia, racine county, wisconsin.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,149,768$2,402,164▲ $252,396
Cash and Non-Interest-Bearing Accounts$167,080$169,300▲ $2,220
Investments in Publicly Traded Securities$99,357$114,068▲ $14,711
Savings and Temporary Cash Investments$8,286$8,364▲ $78
Pledges and Grants Receivable$3,613$1,060▼ $2,553
Prepaid Expenses and Deferred Charges$0$350▲ $350
Total Assets$2,428,104$2,695,306▲ $267,202
Liabilities
Accounts Payable and Accrued Expenses$75$7,420▲ $7,345
Total Liabilities$75$7,420▲ $7,345
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,631,312$1,644,753▲ $13,441
Net Assets Without Donor Restrictions$796,717$1,043,133▲ $246,416
Total Net Assets Fund Balance$2,428,029$2,687,886▲ $259,857
Total Liabilities and Net Assets / Fund Balance$2,428,104$2,695,306▲ $267,202

Asset Categories

AssetBook ValueDepreciationBasis
Land$2,367,903-$2,367,903
Other Land Buildings$34,261$6,311$40,572

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$4,154$2,524▲ $689-$7,367
2018$4,290-▼ $136-$4,154
2017$4,030-▲ $260-$4,290
2016$3,819-▲ $211-$4,030
2015$3,846-▼ $27-$3,819
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Suzi ZiertenExecutive DirectorPT$31,000$31,000

Board Members and Trustees

NameTitle
Jill BaranowskiPresident
Matt JohnsrudVice-president
Chuck KamakianDirector
Debra PalmerDirector
Fran MartinDirector
Greg BergDirector
Jennifer ReibelDirector
Jessica OrlofskeDirector
Kjell ErlandssonDirector
Maureen MartinezDirector
Deidre VergeerSecretary
Jennifer KanterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$312,099
Program Service Revenue
$0
Investment Income
$12,450
Other Revenue
$22,834
All Other Contributions
$312,099
Change in Net Assets
$259,857

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Real Estate Other1$255,100Certified Appraisal
Total Noncash Contributions1$255,100-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$54,154
Salaries, Compensation, and Employee Benefits$33,372
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$31,000-$31,000
Fees for Services Accounting-$8,480-$8,480
Advertising-$6,532-$6,532
Insurance-$4,435-$4,435
Depreciation Depletion-$2,704-$2,704
Information Technology-$2,561-$2,561
Payroll Taxes-$2,372-$2,372
Other Expenses$1,998$2,320-$1,998
All Other Expenses-$1,618-$1,618
Office Expenses-$1,518-$1,518
Fees for Services Other-$390-$390
Total Functional Expenses$19,396$68,130$0$87,526
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$34,482
Fundraising Direct Expenses$17,106
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Total Events$34,482$34,482$17,106$17,376
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Directors and members of the board of directors of caledonia conservancy ltd have the opportunity to review the federal form 990 before it is filed.”

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

“Directors and members of the board during board meetings refrain from voting on matters in which they have a conflict of interest.”

Form 990, Part VI, Section C, Line 19

“Documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Caledonia Conservancy Ltd
EIN
39-1822368
Phone
2624984993
Address
PO BOX 044714, RACINE, WI 53404-7015

Signing Officer

Name
Jill Baranowski
Title
President
Phone
2626812043
Signed
2020-07-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jill Baranowski
Formed
1995
Legal Domicile
Wi
Voting Board Members
13
Independent Board Members
13
Employees
1
Volunteers
200

Preparer

Firm
Maller Peterson LLC
Address
1614 OAKES ROAD, RACINE, WI 53406
Preparer
James C Small
Phone
2628989400
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“No change in process. Finance committee and board of directors assume responsibility for oversight of the reviewed financial statements.”

Financial Statement Notes

PART II, LINE 5:

“The conservancy has a monitoring policy and form that includes prompts to assess signage, walking and riding trails, picnic tables, information boxes, jumps, bridges, culverts, invasive species, and land use. A naturalist will write a monitoring report and forward it to the stewardship committee chairperson for review. A copy of the report will be forwarded to the landowner, the land trust's board president and secretary. The conservancy has an easement violation policy for assessing and addressing violations.”

PART II, LINE 9:

“There is no revenue earned in association with easements held by the conservancy. The conservancy holds a dedicated fund account for stewardship and defense of it's easements. The board of directors have designated funds for the defense of fee lands and conservation easements as needed. At december 31, 2019 the defense fund totals $67,126.”

PART V, LINE 4:

“Permanent endowment for the stewardship of the land trust.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/NetAssetsOrFundBalancesEOYAmt02687886
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt09466
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt09466
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt017376
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt017376
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt05425
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt05425
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0796717
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01043133
IRS990/NoncashContributionsAmt0258029
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01518
IRS990/OfficeExpensesGrp/TotalAmt01518
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0STEWARDSHIP PROGRAM EXP
IRS990/OtherExpensesGrp/Desc1RENT EXPENSE
IRS990/OtherExpensesGrp/Desc2DUES & MEMBERSHIPS
IRS990/OtherExpensesGrp/Desc3TRAINING & BOARD DEVELO
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04200
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12320
IRS990/OtherExpensesGrp/ProgramServicesAmt017398
IRS990/OtherExpensesGrp/ProgramServicesAmt11998
IRS990/OtherExpensesGrp/TotalAmt017398
IRS990/OtherExpensesGrp/TotalAmt14200
IRS990/OtherExpensesGrp/TotalAmt22320
IRS990/OtherExpensesGrp/TotalAmt31998
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt033
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt033
IRS990/OtherRevenueTotalAmt033
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02372
IRS990/PayrollTaxesGrp/TotalAmt02372
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt03613
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01060
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0350
IRS990/PrincipalOfficerNm0JILL BARANOWSKI
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0315142
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-2907
IRS990/PYOtherExpensesAmt053579
IRS990/PYOtherRevenueAmt024760
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0252198
IRS990/PYSalariesCompEmpBnftPaidAmt031218
IRS990/PYTotalExpensesAmt084797
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0336995
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0259857
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt05425
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt08286
IRS990/SavingsAndTempCashInvstGrp/EOYAmt08364
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0DESCRIPTION: VACANT LAND DATE: 01/15/19 AMOUNT: 238100. DESCRIPTION: VACANT LAND DATE: 05/29/19 AMOUNT: 17000.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt054475
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt050942
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt049277
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0155846
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0106687
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0417227
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt017875
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0-2907
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt06431
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt05070
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt020
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt026489
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt033
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt050
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt017622
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt050
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0309
IRS990ScheduleA/OtherIncome170Grp/TotalAmt018064
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.59830
IRS990ScheduleA/PublicSupportPY170Pct00.63330
IRS990ScheduleA/PublicSupportTotal170Amt0276279
IRS990ScheduleA/SubstantialContributorsTotAmt0140948
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt054475
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt050942
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt049277
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0155846
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0106687
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0417227
IRS990ScheduleA/TotalSupportAmt0461780
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/CYEndwmtFundGrp/BeginningYearBalanceAmt04154
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt02524
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt07367
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0689
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt04290
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt04154
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-136
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt04030
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt04290
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0260
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt03819
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt04030
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0211
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt03846
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt03819
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-27
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/HistoricStrctrEasementsAftrCnt00
IRS990ScheduleD/HistoricStructureEasementsCnt00
IRS990ScheduleD/LandGrp/BookValueAmt02367903
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt02367903
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt034261
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt06311
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt040572
IRS990ScheduleD/PreservationOpenSpaceInd0X
IRS990ScheduleD/PreservationPublicUseInd0X
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/ProtectionNaturalHabitatInd0X
IRS990ScheduleD/Section170hRqrStsfdInd01
IRS990ScheduleD/StaffHoursSpentEnforcementCnt03000.00
IRS990ScheduleD/StatesEasementsHeldCnt01
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE CONSERVANCY HAS A MONITORING POLICY AND FORM THAT INCLUDES PROMPTS TO ASSESS SIGNAGE, WALKING AND RIDING TRAILS, PICNIC TABLES, INFORMATION BOXES, JUMPS, BRIDGES, CULVERTS, INVASIVE SPECIES, AND LAND USE. A NATURALIST WILL WRITE A MONITORING REPORT AND FORWARD IT TO THE STEWARDSHIP COMMITTEE CHAIRPERSON FOR REVIEW. A COPY OF THE REPORT WILL BE FORWARDED TO THE LANDOWNER, THE LAND TRUST'S BOARD PRESIDENT AND SECRETARY. THE CONSERVANCY HAS AN EASEMENT VIOLATION POLICY FOR ASSESSING AND ADDRESSING VIOLATIONS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THERE IS NO REVENUE EARNED IN ASSOCIATION WITH EASEMENTS HELD BY THE CONSERVANCY. THE CONSERVANCY HOLDS A DEDICATED FUND ACCOUNT FOR STEWARDSHIP AND DEFENSE OF IT'S EASEMENTS. THE BOARD OF DIRECTORS HAVE DESIGNATED FUNDS FOR THE DEFENSE OF FEE LANDS AND CONSERVATION EASEMENTS AS NEEDED. AT DECEMBER 31, 2019 THE DEFENSE FUND TOTALS $67,126.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2PERMANENT ENDOWMENT FOR THE STEWARDSHIP OF THE LAND TRUST.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART II, LINE 5:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART II, LINE 9:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART V, LINE 4:
IRS990ScheduleD/TotalAcreageCnt041.35
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02402164
IRS990ScheduleD/TotalEasementsCnt03
IRS990ScheduleD/WrittenPolicyMonitoringInd01
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt017106
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt034482
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt034482
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt034482
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt034482
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt017376
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt017106
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt017106
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt05
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/RealEstateOtherGrp/ContributionCnt01
IRS990ScheduleM/RealEstateOtherGrp/MethodOfDeterminingRevenuesTxt0CERTIFIED APPRAISAL
IRS990ScheduleM/RealEstateOtherGrp/NonCashCheckboxInd0X
IRS990ScheduleM/RealEstateOtherGrp/NoncashContributionsRptF990Amt0255100
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DIRECTORS AND MEMBERS OF THE BOARD OF DIRECTORS OF CALEDONIA CONSERVANCY LTD HAVE THE OPPORTUNITY TO REVIEW THE FEDERAL FORM 990 BEFORE IT IS FILED.

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,695,306
Liabilities
$7,420
Net assets
$2,687,886
Revenue
$347,383
Expenses
$87,526
Net income
$259,857
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.95$0.12$2.83$0.14$0.09$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.92$0.14$2.78$0.10$0.10$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.78$0.00$2.78$0.14$0.08$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.72$0.00$2.72$0.11$0.08$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.69$0.00$2.69$0.11$0.11$0.00
2019Detailed filing. Detailed filing data is available for this year.$2.70$0.01$2.69$0.35$0.09$0.26
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.43$0.00$2.43$0.34$0.08$0.25
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.18$0.00$2.18$0.10$0.08$0.02
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.15$0.00$2.15$0.18$0.08$0.10
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.00$2.05$0.14$0.09$0.05
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.00$0.00$2.00$0.15$0.06$0.08
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.92$0.00$1.92$0.05$0.04$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.91$0.00$1.91$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.58$0.00$1.58$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.43$0.00$1.43$0.03