Civic Intelligence

Willowsford Conservancy Inc

990 • Fiscal year 2016 • EIN 45-0609461

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 10, 2017

44095 Pipeline Plaza No 140Ashburn, VA 20147

(571) 252-3980

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.17x

Higher debt load relative to assets than 62% of similar nonprofits.

2016 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

61st percentile

0.25x

Higher debt load relative to revenue than 61% of similar nonprofits.

2016 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2016

Net Margin

57th percentile

10%

Higher net margin than 57% of similar nonprofits.

2016 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

59th percentile

$0

Higher top officer pay than 59% of similar nonprofits.

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

2016 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2016

Asset Growth

86th percentile

19%

Faster asset growth than 86% of similar nonprofits.

2016 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

30th percentile

-4.2%

Faster revenue growth than 30% of similar nonprofits.

2016 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$1,473,602

Up $237,085 (+19%) from 2015

Net Assets

Up

$1,225,686

Up $105,057 (+9.4%) from 2015

Liabilities

Up

$247,916

Up $132,028 (+114%) from 2015

Revenue

Down

$1,000,822

Down $43,801 (-4.2%) from 2015

Expenses

Up

$895,765

Up $185,283 (+26%) from 2015

Net Income

Down

$105,057

Down $229,084 (-69%) from 2015

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2011: $276,349Liabilities 2011: $40,182Net Assets 2011: $236,1672011Assets 2012: $680,037Liabilities 2012: $31,231Net Assets 2012: $648,8062012Assets 2013: $699,935Liabilities 2013: $63,459Net Assets 2013: $636,4762013Assets 2014: $848,973Liabilities 2014: $62,485Net Assets 2014: $786,4882014Assets 2015: $1,236,517Liabilities 2015: $115,888Net Assets 2015: $1,120,6292015Assets 2016: $1,473,602Liabilities 2016: $247,916Net Assets 2016: $1,225,6862016Assets 2017: $1,883,742Liabilities 2017: $391,143Net Assets 2017: $1,492,5992017Assets 2018: $3,132,858Liabilities 2018: $741,418Net Assets 2018: $2,391,4402018Assets 2019: $2,332,890Liabilities 2019: $57,872Net Assets 2019: $2,275,0182019Assets 2020: $7,749,583Liabilities 2020: $149,879Net Assets 2020: $7,599,7042020Assets 2021: $8,385,117Liabilities 2021: $83,439Net Assets 2021: $8,301,6782021Assets 2022: $8,153,027Liabilities 2022: $115,345Net Assets 2022: $8,037,6822022Assets 2024: $8,724,246Liabilities 2024: $128,070Net Assets 2024: $8,596,1762024

Highlighted filing

2016

Assets$1,473,602
Liabilities$247,916
Net Assets$1,225,686

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $360,812Expenses 2011: $124,645Net Income 2011: $236,1672011Revenue 2012: $790,419Expenses 2012: $377,780Net Income 2012: $412,6392012Revenue 2013: $473,871Expenses 2013: $486,201Net Income 2013: -$12,3302013Revenue 2014: $692,518Expenses 2014: $542,506Net Income 2014: $150,0122014Revenue 2015: $1,044,623Expenses 2015: $710,482Net Income 2015: $334,1412015Revenue 2016: $1,000,822Expenses 2016: $895,765Net Income 2016: $105,0572016Revenue 2017: $1,290,157Expenses 2017: $1,021,593Net Income 2017: $268,5642017Revenue 2018: $2,071,075Expenses 2018: $1,172,234Net Income 2018: $898,8412018Revenue 2019: $1,208,146Expenses 2019: $1,324,568Net Income 2019: -$116,4222019Revenue 2020: $2,878,774Expenses 2020: $1,372,551Net Income 2020: $1,506,2232020Revenue 2021: $2,058,376Expenses 2021: $1,465,497Net Income 2021: $592,8792021Revenue 2022: $1,787,047Expenses 2022: $1,824,239Net Income 2022: -$37,1922022Revenue 2024: $2,225,645Expenses 2024: $2,019,110Net Income 2024: $206,5352024

Highlighted filing

2016

Revenue$1,000,822
Expenses$895,765
Net Income$105,057
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 10, 2017
Return Version
2016v3.0
Gross Receipts
$1,535,360
Mission and Program Overview

Mission

See detail statement in schedule o

To generate, preserve & enhance the willowsford community through programs, activities & services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,040,839$1,150,005▲ $109,166
Accounts Receivable$126,835$222,250▲ $95,415
Cash and Non-Interest-Bearing Accounts$68,443$100,947▲ $32,504
Total Assets$1,236,517$1,473,602▲ $237,085
Other Assets Total$400$400→ $0
Liabilities
Accounts Payable and Accrued Expenses$110,826$247,916▲ $137,090
Unsecured Notes Loans Payable$5,062$0▼ $5,062
Total Liabilities$115,888$247,916▲ $132,028
Net Assets / Fund Balance
Unrestricted Net Assets$1,120,629$1,225,686▲ $105,057
Total Net Assets Fund Balance$1,120,629$1,225,686▲ $105,057
Total Liabilities and Net Assets / Fund Balance$1,236,517$1,473,602▲ $237,085

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$630,150$117,208$747,358
Equipment$303,803$225,749$529,552
Other Land Buildings$216,052$106,941$322,993
Compensation and Service Providers

Board Members and Trustees

NameTitle
Mark TrostlePresident
Richard DibellaVice President
Stacey KessingerSecretary
Stan SettleTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$953,985
Program Service Revenue
$2,060
Investment Income
$0
Other Revenue
$44,777
Change in Net Assets
$105,057
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$489,063
Other Expenses$406,702
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$374,161$48,077-$422,238
Depreciation Depletion$140,802--$140,802
Office Expenses$58,085$769-$58,854
Fees for Services Other$37,815$181-$37,996
Other Employee Benefits$26,212$8,737-$34,949
Payroll Taxes$27,891$3,985-$31,876
Insurance$20,837$6,946-$27,783
Advertising$4,734--$4,734
Travel$4,202--$4,202
Other Expenses$3,848$113-$3,848
Conferences and Meetings$1,858--$1,858
Fees for Services Accounting-$1,750-$1,750
Information Technology$863--$863
Total Functional Expenses$825,207$70,558$0$895,765
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

Willowsford, llc (founder), is authorized to appoint, remove, and replace all of the trustees for so long as it, any of its affiliates, or any consenting owners own real property in willowsford, or the founder has an unexpired option to expand willowsford pursuant to community covenant, or until such earlier time as it relinquishes such right. In addition, the founder retains the following rights: -for so long as the founder, or any founder affiliate, owns real property in willowsford, or the founder has an unexpired option to expand willowsford pursuant to a community covenant, the founder's consent is required to dissolve the conservancy, or for any merger or consolidation of the conservancy. -no amendment to the conservancy's bylaws may remove, revoke, or modify any right or privilege of the founder without the written consent of the founder (or the assignee of such right or privilege).

Form 990, Part VI, Section A, Line 7B

Willowsford, llc (founder), is authorized to appoint, remove, and replace all of the trustees for so long as it, any of its affiliates, or any consenting owners own real property in willowsford, or the founder has an unexpired option to expand willowsford pursuant to community covenant, or until such earlier time as it relinquishes such right. In addition, the founder retains the following rights: -for so long as the founder, or any founder affiliate, owns real property in willowsford, or the founder has an unexpired option to expand willowsford pursuant to a community covenant, the founder's consent is required to dissolve the conservancy, or for any merger or consolidation of the conservancy. -no amendment to the conservancy's bylaws may remove, revoke, or modify any right or privilege of the founder without the written consent of the founder (or the assignee of such right or privilege).

Form 990, Part VI, Section A, Line 8B

The organization does not have any committees with authority to act on behalf of the board of trustees, and as such no committee minutes are required.

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

The organization engages a paid preparer experienced in the preparation of the form 990 to prepare the form. The organization's treasurer reviews the return as prepared by the preparer. A copy of the return is then provided to all members of the board of trustees prior to filing.

Form 990, Part VI, Section C, Line 18

The organization's governing documents and financial statements are available to the general public upon request.

Form 990, Part VI, Section C, Line 19

Financial statements are available to the general public upon request.

Filing and Contact Details

Filer

Filer Name
Willowsford Conservancy
EIN
45-0609461
Phone
5712523980
Address
44095 PIPELINE PLAZA NO 140, ASHBURN, VA 20147

Signing Officer

Name
Daniel J Autino
Title
Vice President, Finance
Phone
5712523980
Signed
2017-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel J Autino
Formed
2010
Legal Domicile
Va
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Mitchell & Co Pc
Address
110 EAST MARKET ST 200, LEESBURG, VA 20176
Preparer
Jeffrey D Mitchell
Phone
7037774900
Supplemental Narrative

Additional Explanations

PART III, LINE 1: ORGANIZATION'S MISSION

The willowsford conservancy protects, maintains, and promotes the viable, long-term use of the land, integrating farming, recreation, conservation and education to enhance the quality of life for the residents of willowsford and the greater community. Guiding principles stewardship (respect for the land) considering our community's impacts on the land: on soil, water, vegetation, wildlife and on whole natural systems; celebrating local materials and human resources and utilizing appropriate technologies realizing a positive, regenerative effect on the land through all aspects of our operations, including land use and agricultural production, shelter and structures, materials use, energy, and human resources. Community (who we are) creating an authentic sense of place and shared purpose by connecting people to the land and to each other through cultural, artistic, musical, recreational, culinary and social programs, activites, and services that enhance the lifestyle within, and contribute to the betterment of, willowsford adn the surrounding community. Health and recreation (go play outside) inspiring and promoting a healthy lifestyle through engaging outdoor recreational opportunities and activities to enrich mind, body, and spirit while enhancing lifelong learning. Conservation (love of nature) creating programs that help foster a passion and commitment to the conservation of wildlife and natural habitats ensuring that they can be appreciated by future generations. Quality and integrity (being great) striving to do our best and be our best in all that we do, and to produce high quality, safe products, events, and interactions; creating an outstanding work and play environment that cultivates safe, friendly, and ethical practices based on respect and dignity. Education (exploration, discovery and understanding) teaching, modeling and sharing ideas about ecological literacy, food literacy, historical literacy, social literacy and other tools for critical thinking, to cultivate engaged citizens and community members. Farming (good food) supporting our community with food that is fresh, clean and healthy and that tastes great. Integrating the farm into the fabric of willowsford to serve as a social and educational resource for the community. Sustainability (the long haul) placing high value on ecological and social health and recognizing that economic viability is a critical precursor to success.

PART III LINE 4: PROGRAM SERVICE ACCOMPLISHMENTS

The willowsford conservancy is the steward of 2,000 acres of open space (progressively dedicated as the commuity develops), integrated withihn the willowsford neighborhood, and set aside for conservation, recreation, education and agricultural use. Its location within loudoun county, near fast-growing northern virginia residential and business areas, make it an important resource in protecting and enhancing the region's natural, agricultural and scenic landscape resources. Fresh food production from sustainable farming; recreation opportunities with nature trails, campsites, forests and wetlands that support diverse native wildlife and vegetation; and the conservancy's land stewardship programs-including habitat restoration, wildlife management, and invasive species control-contribute positively to the region's quality of life. In 2016, the conservancy continued to conduct and expand the activities specifically supporting its mission. Farming in support of its mission for long-term protection and viable use of the land, the conservancy follows sustainable farming practices that enhance the ecological, agricultural and social resources of the land and are integrated with the residential life of the community, education, and conservation activites. Sustainable agriculture provides fresh, nourishing food for willowsford residents and the local community, and supports the conservancy's conservation efforts. The farm also plays an active role in the greater community, supporting local agriculture and artisinal food production, food literacy, healthy nutrition, and a vibrant community life. In 2016, the conservancy expanded the number of shares in its community supported agriculture (csa) program to produce 290 vegetable shares, a 35% increase over the number of shares in 2015. In total, the conservancy farm sold 377 unique csa shares, including eggs, milk, flowers, and chicken shares, as well as supporting families through direct sales at the farm stand. Most csa members (53%) continue to be non-residents from outside willowsford. In addition, the conservancy donated nearly one ton of fresh farm food to two area food banks via weekly donations. The conservancy farm continued its land management program with a herd of goats used for environmentally safe vegetation clearing engagements, including at loudoun county's banshee reeks nature preserve. Also, several groups of developers, farmers, organizational boards and professionals were hosted by the farm management in events and tours to discuss land use, development and agriculture. Weekly farm volunteer hours encourage teenagers, adults, and adults with their children to engage hands-on and learn about sustainable agriculture and food production. Approximately 70 adults and 100 children participated in farm volunteer hours between april - october 2016. Land conservation and related education partnering with other non-profits and government agencies, the conservancy continues to offer hands-on, site-specific education programs and events for adults and children related to environmental stewardship, land conservation, food systems, nutrition and culinary arts, and responsible outdoor recreation. Through these activities, the conservancy aims to facilitate informed decision-making and inspire people to become lifelong advocates for environmental sustainability, conservation and healthy lifestyles. The willowsford conservancy offers outdoor environmental education programs for all ages to cultivate citizen stewardship, environmental literacy and a deep emotional connection to the natural world. Providing homeowners with information and resources to create and manage environmentally friendly home landscapes contributes positively to overall habitat health and connectivity not only at willowsford but in the greater region. Through partnerships with organizations including banshee reeks nature preserve, the virginia department of game and inland fisheries, the smithsonian conservation biol

PART III LINE 4: PROGRAM SERVICE ACCOMPLISHMENTS (CONTINUED)

Outdoor recreation outdoor recreation programs and events enrich willowsford's sense of community and healthy lifestyle, and help residents become confident and proficient in outdoor exploration and recreation skills. The conservancy continues to make significant investments in the construction and management of its trail system for recreational and educational use, including signage, maps for orientation and information, trail walks, and amenities that facilitate use of the trails. The trail system is an integral part in supporting health, recreation and environmental conservation at willowsford. A guided conservancy trail walk marked the opening of a new trail portion in the greens in june. The conservancy partners with rev3 adventure to offer adventure races on the conservancy trails throughout the year. Adventure racing mixes certain outdoor sports into a challenging and exciting experience to encourage community members to become and stay active. Mountain biking, trail running, trekking, and water sports are built off a navigation foundation, making for an outdoor multisport experience that facilitates individual activity and team work. The family-friendly races cater to both beginner and experienced participants, and help establish the conservancy's nascent trails. In 2016, the partnership presented 15 events in the spring, summer and fall, including the first half-marathon race on willowsford property. In august, the conservancy opened the family-friendly grant campsite to encourage families to camp, hike, observe wildlife, and explore the outdoors. The walk-in tent site includes seven family-size tent pads, each suitable for one large tent or two 8' x 8' tents, and is located on the grant loop trail with opportunities for hiking, trail running, mountain biking, nature exploration and wildlife watching. Our annual family-friendly community bonfire and camp-over took place in october in the greens village. The conservancy partners with local chapters of the boy scouts of america (bsa) to promote outdoor ethics and conservation. One of the main tenets in scouting is to give back to the community in the form of service. The conservancy teams up with the scouts to provide opportunities to perform trail maintenance, wildlife habitat restoration and conservation projects. Organizational development and capacity building in october, the conservancy completed a comprehensive land conservation plan, with assistance from virginia-based consultant wetland studies and solutions, inc. In november, the conservancy broke ground on a new 2,600 sf maintenance facility to support its land management and conservation efforts. An additional full-time conservancy ranger position was filled in december.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE WILLOWSFORD CONSERVANCY PROTECTS, MAINTAINS, AND PROMOTES THE VIABLE, LONG-TERM USE OF THE LAND, INTEGRATING FARMING, RECREATION, CONSERVATION AND EDUCATION TO ENHANCE THE QUALITY OF LIFE FOR THE RESIDENTS OF WILLOWSFORD AND THE GREATER COMMUNITY. GUIDING PRINCIPLES STEWARDSHIP (RESPECT FOR THE LAND) CONSIDERING OUR COMMUNITY'S IMPACTS ON THE LAND: ON SOIL, WATER, VEGETATION, WILDLIFE AND ON WHOLE NATURAL SYSTEMS; CELEBRATING LOCAL MATERIALS AND HUMAN RESOURCES AND UTILIZING APPROPRIATE TECHNOLOGIES REALIZING A POSITIVE, REGENERATIVE EFFECT ON THE LAND THROUGH ALL ASPECTS OF OUR OPERATIONS, INCLUDING LAND USE AND AGRICULTURAL PRODUCTION, SHELTER AND STRUCTURES, MATERIALS USE, ENERGY, AND HUMAN RESOURCES. COMMUNITY (WHO WE ARE) CREATING AN AUTHENTIC SENSE OF PLACE AND SHARED PURPOSE BY CONNECTING PEOPLE TO THE LAND AND TO EACH OTHER THROUGH CULTURAL, ARTISTIC, MUSICAL, RECREATIONAL, CULINARY AND SOCIAL PROGRAMS, ACTIVITES, AND SERVICES THAT ENHANCE THE LIFESTYLE WITHIN, AND CONTRIBUTE TO THE BETTERMENT OF, WILLOWSFORD ADN THE SURROUNDING COMMUNITY. HEALTH AND RECREATION (GO PLAY OUTSIDE) INSPIRING AND PROMOTING A HEALTHY LIFESTYLE THROUGH ENGAGING OUTDOOR RECREATIONAL OPPORTUNITIES AND ACTIVITIES TO ENRICH MIND, BODY, AND SPIRIT WHILE ENHANCING LIFELONG LEARNING. CONSERVATION (LOVE OF NATURE) CREATING PROGRAMS THAT HELP FOSTER A PASSION AND COMMITMENT TO THE CONSERVATION OF WILDLIFE AND NATURAL HABITATS ENSURING THAT THEY CAN BE APPRECIATED BY FUTURE GENERATIONS. QUALITY AND INTEGRITY (BEING GREAT) STRIVING TO DO OUR BEST AND BE OUR BEST IN ALL THAT WE DO, AND TO PRODUCE HIGH QUALITY, SAFE PRODUCTS, EVENTS, AND INTERACTIONS; CREATING AN OUTSTANDING WORK AND PLAY ENVIRONMENT THAT CULTIVATES SAFE, FRIENDLY, AND ETHICAL PRACTICES BASED ON RESPECT AND DIGNITY. EDUCATION (EXPLORATION, DISCOVERY AND UNDERSTANDING) TEACHING, MODELING AND SHARING IDEAS ABOUT ECOLOGICAL LITERACY, FOOD LITERACY, HISTORICAL LITERACY, SOCIAL LITERACY AND OTHER TOOLS FOR CRITICAL THINKING, TO CULTIVATE ENGAGED CITIZENS AND COMMUNITY MEMBERS. FARMING (GOOD FOOD) SUPPORTING OUR COMMUNITY WITH FOOD THAT IS FRESH, CLEAN AND HEALTHY AND THAT TASTES GREAT. INTEGRATING THE FARM INTO THE FABRIC OF WILLOWSFORD TO SERVE AS A SOCIAL AND EDUCATIONAL RESOURCE FOR THE COMMUNITY. SUSTAINABILITY (THE LONG HAUL) PLACING HIGH VALUE ON ECOLOGICAL AND SOCIAL HEALTH AND RECOGNIZING THAT ECONOMIC VIABILITY IS A CRITICAL PRECURSOR TO SUCCESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE WILLOWSFORD CONSERVANCY IS THE STEWARD OF 2,000 ACRES OF OPEN SPACE (PROGRESSIVELY DEDICATED AS THE COMMUITY DEVELOPS), INTEGRATED WITHIHN THE WILLOWSFORD NEIGHBORHOOD, AND SET ASIDE FOR CONSERVATION, RECREATION, EDUCATION AND AGRICULTURAL USE. ITS LOCATION WITHIN LOUDOUN COUNTY, NEAR FAST-GROWING NORTHERN VIRGINIA RESIDENTIAL AND BUSINESS AREAS, MAKE IT AN IMPORTANT RESOURCE IN PROTECTING AND ENHANCING THE REGION'S NATURAL, AGRICULTURAL AND SCENIC LANDSCAPE RESOURCES. FRESH FOOD PRODUCTION FROM SUSTAINABLE FARMING; RECREATION OPPORTUNITIES WITH NATURE TRAILS, CAMPSITES, FORESTS AND WETLANDS THAT SUPPORT DIVERSE NATIVE WILDLIFE AND VEGETATION; AND THE CONSERVANCY'S LAND STEWARDSHIP PROGRAMS-INCLUDING HABITAT RESTORATION, WILDLIFE MANAGEMENT, AND INVASIVE SPECIES CONTROL-CONTRIBUTE POSITIVELY TO THE REGION'S QUALITY OF LIFE. IN 2016, THE CONSERVANCY CONTINUED TO CONDUCT AND EXPAND THE ACTIVITIES SPECIFICALLY SUPPORTING ITS MISSION. FARMING IN SUPPORT OF ITS MISSION FOR LONG-TERM PROTECTION AND VIABLE USE OF THE LAND, THE CONSERVANCY FOLLOWS SUSTAINABLE FARMING PRACTICES THAT ENHANCE THE ECOLOGICAL, AGRICULTURAL AND SOCIAL RESOURCES OF THE LAND AND ARE INTEGRATED WITH THE RESIDENTIAL LIFE OF THE COMMUNITY, EDUCATION, AND CONSERVATION ACTIVITES. SUSTAINABLE AGRICULTURE PROVIDES FRESH, NOURISHING FOOD FOR WILLOWSFORD RESIDENTS AND THE LOCAL COMMUNITY, AND SUPPORTS THE CONSERVANCY'S CONSERVATION EFFORTS. THE FARM ALSO PLAYS AN ACTIVE ROLE IN THE GREATER COMMUNITY, SUPPORTING LOCAL AGRICULTURE AND ARTISINAL FOOD PRODUCTION, FOOD LITERACY, HEALTHY NUTRITION, AND A VIBRANT COMMUNITY LIFE. IN 2016, THE CONSERVANCY EXPANDED THE NUMBER OF SHARES IN ITS COMMUNITY SUPPORTED AGRICULTURE (CSA) PROGRAM TO PRODUCE 290 VEGETABLE SHARES, A 35% INCREASE OVER THE NUMBER OF SHARES IN 2015. IN TOTAL, THE CONSERVANCY FARM SOLD 377 UNIQUE CSA SHARES, INCLUDING EGGS, MILK, FLOWERS, AND CHICKEN SHARES, AS WELL AS SUPPORTING FAMILIES THROUGH DIRECT SALES AT THE FARM STAND. MOST CSA MEMBERS (53%) CONTINUE TO BE NON-RESIDENTS FROM OUTSIDE WILLOWSFORD. IN ADDITION, THE CONSERVANCY DONATED NEARLY ONE TON OF FRESH FARM FOOD TO TWO AREA FOOD BANKS VIA WEEKLY DONATIONS. THE CONSERVANCY FARM CONTINUED ITS LAND MANAGEMENT PROGRAM WITH A HERD OF GOATS USED FOR ENVIRONMENTALLY SAFE VEGETATION CLEARING ENGAGEMENTS, INCLUDING AT LOUDOUN COUNTY'S BANSHEE REEKS NATURE PRESERVE. ALSO, SEVERAL GROUPS OF DEVELOPERS, FARMERS, ORGANIZATIONAL BOARDS AND PROFESSIONALS WERE HOSTED BY THE FARM MANAGEMENT IN EVENTS AND TOURS TO DISCUSS LAND USE, DEVELOPMENT AND AGRICULTURE. WEEKLY FARM VOLUNTEER HOURS ENCOURAGE TEENAGERS, ADULTS, AND ADULTS WITH THEIR CHILDREN TO ENGAGE HANDS-ON AND LEARN ABOUT SUSTAINABLE AGRICULTURE AND FOOD PRODUCTION. APPROXIMATELY 70 ADULTS AND 100 CHILDREN PARTICIPATED IN FARM VOLUNTEER HOURS BETWEEN APRIL - OCTOBER 2016. LAND CONSERVATION AND RELATED EDUCATION PARTNERING WITH OTHER NON-PROFITS AND GOVERNMENT AGENCIES, THE CONSERVANCY CONTINUES TO OFFER HANDS-ON, SITE-SPECIFIC EDUCATION PROGRAMS AND EVENTS FOR ADULTS AND CHILDREN RELATED TO ENVIRONMENTAL STEWARDSHIP, LAND CONSERVATION, FOOD SYSTEMS, NUTRITION AND CULINARY ARTS, AND RESPONSIBLE OUTDOOR RECREATION. THROUGH THESE ACTIVITIES, THE CONSERVANCY AIMS TO FACILITATE INFORMED DECISION-MAKING AND INSPIRE PEOPLE TO BECOME LIFELONG ADVOCATES FOR ENVIRONMENTAL SUSTAINABILITY, CONSERVATION AND HEALTHY LIFESTYLES. THE WILLOWSFORD CONSERVANCY OFFERS OUTDOOR ENVIRONMENTAL EDUCATION PROGRAMS FOR ALL AGES TO CULTIVATE CITIZEN STEWARDSHIP, ENVIRONMENTAL LITERACY AND A DEEP EMOTIONAL CONNECTION TO THE NATURAL WORLD. PROVIDING HOMEOWNERS WITH INFORMATION AND RESOURCES TO CREATE AND MANAGE ENVIRONMENTALLY FRIENDLY HOME LANDSCAPES CONTRIBUTES POSITIVELY TO OVERALL HABITAT HEALTH AND CONNECTIVITY NOT ONLY AT WILLOWSFORD BUT IN THE GREATER REGION. THROUGH PARTNERSHIPS WITH ORGANIZATIONS INCLUDING BANSHEE REEKS NATURE PRESERVE, THE VIRGINIA DEPARTMENT OF GAME AND INLAND FISHERIES, THE SMITHSONIAN CONSERVATION BIOL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OUTDOOR RECREATION OUTDOOR RECREATION PROGRAMS AND EVENTS ENRICH WILLOWSFORD'S SENSE OF COMMUNITY AND HEALTHY LIFESTYLE, AND HELP RESIDENTS BECOME CONFIDENT AND PROFICIENT IN OUTDOOR EXPLORATION AND RECREATION SKILLS. THE CONSERVANCY CONTINUES TO MAKE SIGNIFICANT INVESTMENTS IN THE CONSTRUCTION AND MANAGEMENT OF ITS TRAIL SYSTEM FOR RECREATIONAL AND EDUCATIONAL USE, INCLUDING SIGNAGE, MAPS FOR ORIENTATION AND INFORMATION, TRAIL WALKS, AND AMENITIES THAT FACILITATE USE OF THE TRAILS. THE TRAIL SYSTEM IS AN INTEGRAL PART IN SUPPORTING HEALTH, RECREATION AND ENVIRONMENTAL CONSERVATION AT WILLOWSFORD. A GUIDED CONSERVANCY TRAIL WALK MARKED THE OPENING OF A NEW TRAIL PORTION IN THE GREENS IN JUNE. THE CONSERVANCY PARTNERS WITH REV3 ADVENTURE TO OFFER ADVENTURE RACES ON THE CONSERVANCY TRAILS THROUGHOUT THE YEAR. ADVENTURE RACING MIXES CERTAIN OUTDOOR SPORTS INTO A CHALLENGING AND EXCITING EXPERIENCE TO ENCOURAGE COMMUNITY MEMBERS TO BECOME AND STAY ACTIVE. MOUNTAIN BIKING, TRAIL RUNNING, TREKKING, AND WATER SPORTS ARE BUILT OFF A NAVIGATION FOUNDATION, MAKING FOR AN OUTDOOR MULTISPORT EXPERIENCE THAT FACILITATES INDIVIDUAL ACTIVITY AND TEAM WORK. THE FAMILY-FRIENDLY RACES CATER TO BOTH BEGINNER AND EXPERIENCED PARTICIPANTS, AND HELP ESTABLISH THE CONSERVANCY'S NASCENT TRAILS. IN 2016, THE PARTNERSHIP PRESENTED 15 EVENTS IN THE SPRING, SUMMER AND FALL, INCLUDING THE FIRST HALF-MARATHON RACE ON WILLOWSFORD PROPERTY. IN AUGUST, THE CONSERVANCY OPENED THE FAMILY-FRIENDLY GRANT CAMPSITE TO ENCOURAGE FAMILIES TO CAMP, HIKE, OBSERVE WILDLIFE, AND EXPLORE THE OUTDOORS. THE WALK-IN TENT SITE INCLUDES SEVEN FAMILY-SIZE TENT PADS, EACH SUITABLE FOR ONE LARGE TENT OR TWO 8' X 8' TENTS, AND IS LOCATED ON THE GRANT LOOP TRAIL WITH OPPORTUNITIES FOR HIKING, TRAIL RUNNING, MOUNTAIN BIKING, NATURE EXPLORATION AND WILDLIFE WATCHING. OUR ANNUAL FAMILY-FRIENDLY COMMUNITY BONFIRE AND CAMP-OVER TOOK PLACE IN OCTOBER IN THE GREENS VILLAGE. THE CONSERVANCY PARTNERS WITH LOCAL CHAPTERS OF THE BOY SCOUTS OF AMERICA (BSA) TO PROMOTE OUTDOOR ETHICS AND CONSERVATION. ONE OF THE MAIN TENETS IN SCOUTING IS TO GIVE BACK TO THE COMMUNITY IN THE FORM OF SERVICE. THE CONSERVANCY TEAMS UP WITH THE SCOUTS TO PROVIDE OPPORTUNITIES TO PERFORM TRAIL MAINTENANCE, WILDLIFE HABITAT RESTORATION AND CONSERVATION PROJECTS. ORGANIZATIONAL DEVELOPMENT AND CAPACITY BUILDING IN OCTOBER, THE CONSERVANCY COMPLETED A COMPREHENSIVE LAND CONSERVATION PLAN, WITH ASSISTANCE FROM VIRGINIA-BASED CONSULTANT WETLAND STUDIES AND SOLUTIONS, INC. IN NOVEMBER, THE CONSERVANCY BROKE GROUND ON A NEW 2,600 SF MAINTENANCE FACILITY TO SUPPORT ITS LAND MANAGEMENT AND CONSERVATION EFFORTS. AN ADDITIONAL FULL-TIME CONSERVANCY RANGER POSITION WAS FILLED IN DECEMBER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3WILLOWSFORD, LLC (FOUNDER), IS AUTHORIZED TO APPOINT, REMOVE, AND REPLACE ALL OF THE TRUSTEES FOR SO LONG AS IT, ANY OF ITS AFFILIATES, OR ANY CONSENTING OWNERS OWN REAL PROPERTY IN WILLOWSFORD, OR THE FOUNDER HAS AN UNEXPIRED OPTION TO EXPAND WILLOWSFORD PURSUANT TO COMMUNITY COVENANT, OR UNTIL SUCH EARLIER TIME AS IT RELINQUISHES SUCH RIGHT. IN ADDITION, THE FOUNDER RETAINS THE FOLLOWING RIGHTS: -FOR SO LONG AS THE FOUNDER, OR ANY FOUNDER AFFILIATE, OWNS REAL PROPERTY IN WILLOWSFORD, OR THE FOUNDER HAS AN UNEXPIRED OPTION TO EXPAND WILLOWSFORD PURSUANT TO A COMMUNITY COVENANT, THE FOUNDER'S CONSENT IS REQUIRED TO DISSOLVE THE CONSERVANCY, OR FOR ANY MERGER OR CONSOLIDATION OF THE CONSERVANCY. -NO AMENDMENT TO THE CONSERVANCY'S BYLAWS MAY REMOVE, REVOKE, OR MODIFY ANY RIGHT OR PRIVILEGE OF THE FOUNDER WITHOUT THE WRITTEN CONSENT OF THE FOUNDER (OR THE ASSIGNEE OF SUCH RIGHT OR PRIVILEGE).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4WILLOWSFORD, LLC (FOUNDER), IS AUTHORIZED TO APPOINT, REMOVE, AND REPLACE ALL OF THE TRUSTEES FOR SO LONG AS IT, ANY OF ITS AFFILIATES, OR ANY CONSENTING OWNERS OWN REAL PROPERTY IN WILLOWSFORD, OR THE FOUNDER HAS AN UNEXPIRED OPTION TO EXPAND WILLOWSFORD PURSUANT TO COMMUNITY COVENANT, OR UNTIL SUCH EARLIER TIME AS IT RELINQUISHES SUCH RIGHT. IN ADDITION, THE FOUNDER RETAINS THE FOLLOWING RIGHTS: -FOR SO LONG AS THE FOUNDER, OR ANY FOUNDER AFFILIATE, OWNS REAL PROPERTY IN WILLOWSFORD, OR THE FOUNDER HAS AN UNEXPIRED OPTION TO EXPAND WILLOWSFORD PURSUANT TO A COMMUNITY COVENANT, THE FOUNDER'S CONSENT IS REQUIRED TO DISSOLVE THE CONSERVANCY, OR FOR ANY MERGER OR CONSOLIDATION OF THE CONSERVANCY. -NO AMENDMENT TO THE CONSERVANCY'S BYLAWS MAY REMOVE, REVOKE, OR MODIFY ANY RIGHT OR PRIVILEGE OF THE FOUNDER WITHOUT THE WRITTEN CONSENT OF THE FOUNDER (OR THE ASSIGNEE OF SUCH RIGHT OR PRIVILEGE).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD OF TRUSTEES, AND AS SUCH NO COMMITTEE MINUTES ARE REQUIRED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION ENGAGES A PAID PREPARER EXPERIENCED IN THE PREPARATION OF THE FORM 990 TO PREPARE THE FORM. THE ORGANIZATION'S TREASURER REVIEWS THE RETURN AS PREPARED BY THE PREPARER. A COPY OF THE RETURN IS THEN PROVIDED TO ALL MEMBERS OF THE BOARD OF TRUSTEES PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8FINANCIAL STATEMENTS ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III, LINE 1: ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART III LINE 4: PROGRAM SERVICE ACCOMPLISHMENTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART III LINE 4: PROGRAM SERVICE ACCOMPLISHMENTS (CONTINUED)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 7A
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART VI, SECTION C, LINE 19
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IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2O
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01236517
IRS990/TotalAssetsEOYAmt01473602
IRS990/TotalAssetsGrp/BOYAmt01236517
IRS990/TotalAssetsGrp/EOYAmt01473602
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0953985
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt070558
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0825207
IRS990/TotalFunctionalExpensesGrp/TotalAmt0895765
IRS990/TotalGrossUBIAmt012717
IRS990/TotalLiabilitiesBOYAmt0115888
IRS990/TotalLiabilitiesEOYAmt0247916
IRS990/TotalLiabilitiesGrp/BOYAmt0115888
IRS990/TotalLiabilitiesGrp/EOYAmt0247916
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01120629
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01225686
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0825207
IRS990/TotalProgramServiceRevenueAmt02060
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt034120
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01000822
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt012717
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01236517
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01473602

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.72$0.13$8.60$2.23$2.02$0.21
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.15$0.12$8.04$1.79$1.82$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.39$0.08$8.30$2.06$1.47$0.59
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.75$0.15$7.60$2.88$1.37$1.51
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.33$0.06$2.28$1.21$1.32$0.12
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.13$0.74$2.39$2.07$1.17$0.90
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.88$0.39$1.49$1.29$1.02$0.27
2016Detailed filing. Detailed filing data is available for this year.$1.47$0.25$1.23$1.00$0.90$0.11
2015Detailed filing. Detailed filing data is available for this year.$1.24$0.12$1.12$1.04$0.71$0.33
2014Summary only. Only limited summary data is available for this year.$0.85$0.06$0.79$0.69$0.54$0.15
2013Summary only. Only limited summary data is available for this year.$0.70$0.06$0.64$0.47$0.49$0.01
2012Summary only. Only limited summary data is available for this year.$0.68$0.03$0.65$0.79$0.38$0.41
2011Summary only. Only limited summary data is available for this year.$0.28$0.04$0.24$0.36$0.12$0.24
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)4 • $1M-$5M nonprofits