Civic Intelligence

Caledonia Conservancy Ltd.

990 • Fiscal year 2021 • EIN 39-1822368

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 27, 2022

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

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

69th percentile

26%

Higher net margin than 69% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

30th percentile

1.0%

Faster asset growth than 30% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

25th percentile

-4.9%

Faster revenue growth than 25% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$2,718,557

Up $26,556 (+1.0%) from 2020

Net Assets

Up

$2,718,557

Up $27,109 (+1.0%) from 2020

Liabilities

Down

$0

Down $553 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin69th percentile

Revenue

Down

$105,421

Down $5,428 (-4.9%) from 2020

Expenses

Down

$78,312

Down $28,975 (-27%) from 2020

Net Income

Up

$27,109

Up $23,547 (+661%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth30th 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

2021

Assets$2,718,557
Liabilities$0
Net Assets$2,718,557
Open 2021 Filing

Operations Trend

Revenue Growth25th 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

2021

Revenue$105,421
Expenses$78,312
Net Income$27,109
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 27, 2022
Return Version
2021v4.2
Gross Receipts
$108,921
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$2,399,459$2,398,457▼ $1,002
Cash and Non-Interest-Bearing Accounts$163,909$182,462▲ $18,553
Investments in Publicly Traded Securities$119,389$127,495▲ $8,106
Savings and Temporary Cash Investments$8,469$8,513▲ $44
Pledges and Grants Receivable$425$1,630▲ $1,205
Prepaid Expenses and Deferred Charges$350$0▼ $350
Total Assets$2,692,001$2,718,557▲ $26,556
Liabilities
Accounts Payable and Accrued Expenses$553$0▼ $553
Total Liabilities$553$0▼ $553
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,637,308$1,638,039▲ $731
Net Assets Without Donor Restrictions$1,054,140$1,080,518▲ $26,378
Total Net Assets Fund Balance$2,691,448$2,718,557▲ $27,109
Total Liabilities and Net Assets / Fund Balance$2,692,001$2,718,557▲ $26,556

Asset Categories

AssetBook ValueDepreciationBasis
Land$2,369,606-$2,369,606
Other Land Buildings$28,851$11,721$40,572

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$7,685-▲ $495-$8,180
2020$7,367-▲ $318-$7,685
2019$4,154$2,524▲ $689-$7,367
2018$4,290-▼ $136-$4,154
2017$4,030-▲ $260-$4,290
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Mathew JohnsrudPresident
Kjell ErlandssonVice-president
Allison KurzynskiDirector
Barbara HugierDirector
Chuck KamakianDirector
Dave HiggensDirector
David KlokowskiDirector
Debra PalmerDirector
Dr Jessica OrlofskeDirector
Greg BergDirector
Suzi ZiertenExecutive Director
Deidre VergeerSecretary
Jennifer KanterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$65,239
Program Service Revenue
$0
Investment Income
$8,171
Other Revenue
$32,011
All Other Contributions
$65,239
Change in Net Assets
$27,109
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$39,881
Salaries, Compensation, and Employee Benefits$38,431
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-$35,700-$35,700
Fees for Services Accounting-$8,950-$8,950
Information Technology-$4,318-$4,318
Insurance-$4,238-$4,238
Payroll Taxes-$2,731-$2,731
Depreciation Depletion-$2,705-$2,705
Advertising-$1,806-$1,806
Fees for Services Other-$1,057-$1,057
Other Expenses$11,559$825-$825
Office Expenses-$577-$577
All Other Expenses-$89-$89
Total Functional Expenses$11,559$66,753$0$78,312
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$22,578
Fundraising Direct Expenses$3,500
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Holiday Fundraiser$15,282$15,282$1,922$13,360
Calendar Sales$4,903$4,903$957$3,946
Total Events$22,578$22,578$3,499$19,079
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
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

“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 B, Line 15A

“Executive committee performs an annual review and evaluation of the executive director and determines annual compensation for the executive director. The board of directors approves the executive committee's recommendation.”

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
Mathew Johnsrud
Title
President
Phone
2629941799
Signed
2022-06-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mathew Johnsrud
Formed
1995
Legal Domicile
Wi
Voting Board Members
13
Independent Board Members
13
Employees
0
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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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt03376
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt019078
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt019078
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt05475
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt05475
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01054140
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01080518
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0577
IRS990/OfficeExpensesGrp/TotalAmt0577
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0STEWARDSHIP PROGRAM EXP
IRS990/OtherExpensesGrp/Desc1RENT EXPENSE
IRS990/OtherExpensesGrp/Desc2TELEPHONE
IRS990/OtherExpensesGrp/Desc3DUES & MEMBERSHIPS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02910
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1847
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2825
IRS990/OtherExpensesGrp/ProgramServicesAmt011559
IRS990/OtherExpensesGrp/TotalAmt011559
IRS990/OtherExpensesGrp/TotalAmt12910
IRS990/OtherExpensesGrp/TotalAmt2847
IRS990/OtherExpensesGrp/TotalAmt3825
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0SBA LOAN FORGIVENESS
IRS990/OtherRevenueMiscGrp/Desc1OTHER REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt06458
IRS990/OtherRevenueMiscGrp/ExclusionAmt11000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt06458
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt11000
IRS990/OtherRevenueTotalAmt07458
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02731
IRS990/PayrollTaxesGrp/TotalAmt02731
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0425
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01630
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0350
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0MATHEW JOHNSRUD
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt071274
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt05471
IRS990/PYOtherExpensesAmt068856
IRS990/PYOtherRevenueAmt034104
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt03562
IRS990/PYSalariesCompEmpBnftPaidAmt038431
IRS990/PYTotalExpensesAmt0107287
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0110849
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt027109
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt05475
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt08469
IRS990/SavingsAndTempCashInvstGrp/EOYAmt08513
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt065239
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt071274
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt054475
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt050942
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt049277
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0291207
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt013646
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt010996
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt017875
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0-2907
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt06431
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt046041
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt07458
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt06500
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt033
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt050
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt017622
IRS990ScheduleA/OtherIncome170Grp/TotalAmt031663
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.62110
IRS990ScheduleA/PublicSupportPY170Pct00.53470
IRS990ScheduleA/PublicSupportTotal170Amt0229128
IRS990ScheduleA/SubstantialContributorsTotAmt062079
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt065239
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt071274
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt054475
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt050942
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt049277
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0291207
IRS990ScheduleA/TotalSupportAmt0368911
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt07685
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt08180
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0495
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt07367
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt07685
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0318
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt04154
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt02524
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt07367
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0689
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt04290
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt04154
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-136
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt04030
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt04290
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0260
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/HistoricStrctrEasementsAftrCnt00
IRS990ScheduleD/HistoricStructureEasementsCnt00
IRS990ScheduleD/LandGrp/BookValueAmt02369606
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt02369606
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt028851
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt011721
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/TotalAcreageCnt041.00
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02398457
IRS990ScheduleD/TotalEasementsCnt03
IRS990ScheduleD/WrittenPolicyMonitoringInd01
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03499
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CALENDAR SALES
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0HOLIDAY FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt04903
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt015282
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt02393
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt022578
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt04903
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt015282
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt02393
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt022578
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt019079
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0620
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03499
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0957
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01922
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990/ScheduleJRequiredInd00
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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DIRECTORS AND MEMBERS OF THE BOARD DURING BOARD MEETINGS REFRAIN FROM VOTING ON MATTERS IN WHICH THEY HAVE A CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXECUTIVE COMMITTEE PERFORMS AN ANNUAL REVIEW AND EVALUATION OF THE EXECUTIVE DIRECTOR AND DETERMINES ANNUAL COMPENSATION FOR THE EXECUTIVE DIRECTOR. THE BOARD OF DIRECTORS APPROVES THE EXECUTIVE COMMITTEE'S RECOMMENDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO CHANGE IN PROCESS. FINANCE COMMITTEE AND BOARD OF DIRECTORS ASSUME RESPONSIBILITY FOR OVERSIGHT OF THE REVIEWED FINANCIAL STATEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,718,557
Liabilities
$0
Net assets
$2,718,557
Revenue
$105,421
Expenses
$78,312
Net income
$27,109
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
2021Detailed filing. Detailed filing data is available for this year.$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
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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