Civic Intelligence

Willowsford Conservancy Inc

990 • Fiscal year 2017 • EIN 45-0609461

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 12, 2018

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

68th percentile

0.21x

Higher debt load relative to assets than 68% of similar nonprofits.

2017 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

65th percentile

0.30x

Higher debt load relative to revenue than 65% of similar nonprofits.

2017 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2017

Net Margin

72nd percentile

21%

Higher net margin than 72% of similar nonprofits.

2017 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

85th percentile

$122,927

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 9.5% of source-year revenue.

2017 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2017

Asset Growth

89th percentile

28%

Faster asset growth than 89% of similar nonprofits.

2017 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

83rd percentile

29%

Faster revenue growth than 83% of similar nonprofits.

2017 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$1,883,742

Up $410,140 (+28%) from 2016

Net Assets

Up

$1,492,599

Up $266,913 (+22%) from 2016

Liabilities

Up

$391,143

Up $143,227 (+58%) from 2016

Revenue

Up

$1,290,157

Up $289,335 (+29%) from 2016

Expenses

Up

$1,021,593

Up $125,828 (+14%) from 2016

Net Income

Up

$268,564

Up $163,507 (+156%) from 2016

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

2017

Assets$1,883,742
Liabilities$391,143
Net Assets$1,492,599

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

2017

Revenue$1,290,157
Expenses$1,021,593
Net Income$268,564
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 12, 2018
Return Version
2017v2.3
Gross Receipts
$1,913,973
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$1,150,005$1,476,124▲ $326,119
Accounts Receivable$222,250$387,790▲ $165,540
Cash and Non-Interest-Bearing Accounts$100,947$19,828▼ $81,119
Total Assets$1,473,602$1,883,742▲ $410,140
Other Assets Total$400$0▼ $400
Liabilities
Accounts Payable and Accrued Expenses$247,916$388,236▲ $140,320
Deferred Revenue-$2,907-
Total Liabilities$247,916$391,143▲ $143,227
Net Assets / Fund Balance
Unrestricted Net Assets$1,225,686$1,492,599▲ $266,913
Total Net Assets Fund Balance$1,225,686$1,492,599▲ $266,913
Total Liabilities and Net Assets / Fund Balance$1,473,602$1,883,742▲ $410,140

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$817,715$164,752$982,467
Equipment$347,744$301,346$649,090
Other Land Buildings$310,665$142,177$452,842
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Iris GestramExecutive DirectorFT$122,927$122,927

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$1,041,592
Program Service Revenue
$36,052
Investment Income
$6,286
Other Revenue
$206,227
Change in Net Assets
$268,564
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$511,341
Salaries, Compensation, and Employee Benefits$510,252
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$398,470$42,313-$440,783
Depreciation Depletion$167,663--$167,663
Office Expenses$40,032$2,383-$42,415
Fees for Services Other$39,518--$39,518
Other Employee Benefits$28,069$9,356-$37,425
Payroll Taxes$28,683$3,361-$32,044
Insurance$22,136$7,379-$29,515
Other Expenses$12,793$427-$12,793
Advertising$9,281--$9,281
Conferences and Meetings$3,792--$3,792
Fees for Services Accounting-$2,525-$2,525
Travel$2,196--$2,196
Information Technology$1,044--$1,044
Total Functional Expenses$953,849$67,744$0$1,021,593
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
2018-11-12
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
Sandra Tondreau
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

Willowsford conservancy is the steward of 2,000 acres of open space, integrated within the willowsford neighborhood, and set aside for conservation, recreation, education and agricultural use. Its location within loudoun county's transition zone 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 2017, the conservancy continued to conduct and expand activities specifically supporting its mission, supported by 52 volunteers: 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 resources of the land and are integrated with the residential life of the community, education, and conservation activities. 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 artisanal food production, food literacy, healthy nutrition, and a vibrant community life. In 2017, the conservancy farm sold more than 300 unique shares in its community supported agriculture (csa) program, including vegetables, eggs, milk, flowers, and chicken shares, in addition to supporting families through direct sales at the farm stand. About half of the csa members continue to be non-residents from outside willowsford. In addition, the conservancy donated fresh farm food to area food banks. 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, interested groups of developers, farmers, organizational boards and professionals were hosted by the farm management during events and tours to discuss land use, development and agriculture. Farm volunteer opportunities encourage families to engage hands-on and learn about sustainable agriculture and food production. With grant cost-share support from the loudoun soil and water conservation district, the conservancy completed installation of more than 13,000 ft of livestock fencing, 3,700 ft of water pipe, and 4 livestock water troughs for the farm livestock operation, producing pastured chicken, eggs and pork. Land conservation and related eduation 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, 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. 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 residents 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 region. Through partnerships with organizations including banshee reeks nature preserve, the virginia department of game and inland fisheries, the department of forestry, the smithsonian conservation biology institute, loudoun wildlife conservancy (lwc), blue ridge wildlife center, piedmont environmental

PART III LINE 4: PROGRAM SERVICE ACCOMPLISHMENTS (CONTINUED)

Outdoor recreation outdoor recreation programs and events enrich willowsford's sense of community and healthy lifestyle. 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, guided trail walks, and amenities that facilitate the use of the trails. The conservancy continues to partner with adventure enablers (formerly "rev3 adventure") to offer adventure races on the conservancy trails. 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 a family-friendly outdoor multisport experience that facilitates individual activity and team work. In 2017, the partnership presented 10 events in the spring and fall, including 5k, 10k and half-marathon races, a variety of mountain bike races for children and adults, a family tenderfoot adventure race, and a family glow run event. The family-friendly grant campsite continues to be popular with residents, encouraging families to camp, hike, observe wildlife, and explore the outdoors. The walk-in tent site includes seven family-size tent pads, located on the grant loop trail with opportunities for hiking, trail running, mountain biking, nature exploration and wildlife watching. The conservancy partners with local chapters of the boy scouts of america 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 2017, the conservancy completed a new 2,600 sf maintenance facility to support its land management and conservation efforts; and work began on a three-season education pavilion (cedar pond pavilion). The board approved the addition of a full-time land steward position for the 2018 budget year. Work on a conservancy and farm website was essentially completed for a january 2018 launch. In december, the board appointed two willowsford residents to join the conservancy board of trustees effective at the january 2018 meeting.

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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/ExplanationTxt1WILLOWSFORD CONSERVANCY IS THE STEWARD OF 2,000 ACRES OF OPEN SPACE, INTEGRATED WITHIN THE WILLOWSFORD NEIGHBORHOOD, AND SET ASIDE FOR CONSERVATION, RECREATION, EDUCATION AND AGRICULTURAL USE. ITS LOCATION WITHIN LOUDOUN COUNTY'S TRANSITION ZONE 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 2017, THE CONSERVANCY CONTINUED TO CONDUCT AND EXPAND ACTIVITIES SPECIFICALLY SUPPORTING ITS MISSION, SUPPORTED BY 52 VOLUNTEERS: 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 RESOURCES OF THE LAND AND ARE INTEGRATED WITH THE RESIDENTIAL LIFE OF THE COMMUNITY, EDUCATION, AND CONSERVATION ACTIVITIES. 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 ARTISANAL FOOD PRODUCTION, FOOD LITERACY, HEALTHY NUTRITION, AND A VIBRANT COMMUNITY LIFE. IN 2017, THE CONSERVANCY FARM SOLD MORE THAN 300 UNIQUE SHARES IN ITS COMMUNITY SUPPORTED AGRICULTURE (CSA) PROGRAM, INCLUDING VEGETABLES, EGGS, MILK, FLOWERS, AND CHICKEN SHARES, IN ADDITION TO SUPPORTING FAMILIES THROUGH DIRECT SALES AT THE FARM STAND. ABOUT HALF OF THE CSA MEMBERS CONTINUE TO BE NON-RESIDENTS FROM OUTSIDE WILLOWSFORD. IN ADDITION, THE CONSERVANCY DONATED FRESH FARM FOOD TO AREA FOOD BANKS. 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, INTERESTED GROUPS OF DEVELOPERS, FARMERS, ORGANIZATIONAL BOARDS AND PROFESSIONALS WERE HOSTED BY THE FARM MANAGEMENT DURING EVENTS AND TOURS TO DISCUSS LAND USE, DEVELOPMENT AND AGRICULTURE. FARM VOLUNTEER OPPORTUNITIES ENCOURAGE FAMILIES TO ENGAGE HANDS-ON AND LEARN ABOUT SUSTAINABLE AGRICULTURE AND FOOD PRODUCTION. WITH GRANT COST-SHARE SUPPORT FROM THE LOUDOUN SOIL AND WATER CONSERVATION DISTRICT, THE CONSERVANCY COMPLETED INSTALLATION OF MORE THAN 13,000 FT OF LIVESTOCK FENCING, 3,700 FT OF WATER PIPE, AND 4 LIVESTOCK WATER TROUGHS FOR THE FARM LIVESTOCK OPERATION, PRODUCING PASTURED CHICKEN, EGGS AND PORK. LAND CONSERVATION AND RELATED EDUATION 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, 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. 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 RESIDENTS 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 REGION. THROUGH PARTNERSHIPS WITH ORGANIZATIONS INCLUDING BANSHEE REEKS NATURE PRESERVE, THE VIRGINIA DEPARTMENT OF GAME AND INLAND FISHERIES, THE DEPARTMENT OF FORESTRY, THE SMITHSONIAN CONSERVATION BIOLOGY INSTITUTE, LOUDOUN WILDLIFE CONSERVANCY (LWC), BLUE RIDGE WILDLIFE CENTER, PIEDMONT ENVIRONMENTAL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OUTDOOR RECREATION OUTDOOR RECREATION PROGRAMS AND EVENTS ENRICH WILLOWSFORD'S SENSE OF COMMUNITY AND HEALTHY LIFESTYLE. 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, GUIDED TRAIL WALKS, AND AMENITIES THAT FACILITATE THE USE OF THE TRAILS. THE CONSERVANCY CONTINUES TO PARTNER WITH ADVENTURE ENABLERS (FORMERLY "REV3 ADVENTURE") TO OFFER ADVENTURE RACES ON THE CONSERVANCY TRAILS. 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 A FAMILY-FRIENDLY OUTDOOR MULTISPORT EXPERIENCE THAT FACILITATES INDIVIDUAL ACTIVITY AND TEAM WORK. IN 2017, THE PARTNERSHIP PRESENTED 10 EVENTS IN THE SPRING AND FALL, INCLUDING 5K, 10K AND HALF-MARATHON RACES, A VARIETY OF MOUNTAIN BIKE RACES FOR CHILDREN AND ADULTS, A FAMILY TENDERFOOT ADVENTURE RACE, AND A FAMILY GLOW RUN EVENT. THE FAMILY-FRIENDLY GRANT CAMPSITE CONTINUES TO BE POPULAR WITH RESIDENTS, ENCOURAGING FAMILIES TO CAMP, HIKE, OBSERVE WILDLIFE, AND EXPLORE THE OUTDOORS. THE WALK-IN TENT SITE INCLUDES SEVEN FAMILY-SIZE TENT PADS, LOCATED ON THE GRANT LOOP TRAIL WITH OPPORTUNITIES FOR HIKING, TRAIL RUNNING, MOUNTAIN BIKING, NATURE EXPLORATION AND WILDLIFE WATCHING. THE CONSERVANCY PARTNERS WITH LOCAL CHAPTERS OF THE BOY SCOUTS OF AMERICA 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 2017, THE CONSERVANCY COMPLETED A NEW 2,600 SF MAINTENANCE FACILITY TO SUPPORT ITS LAND MANAGEMENT AND CONSERVATION EFFORTS; AND WORK BEGAN ON A THREE-SEASON EDUCATION PAVILION (CEDAR POND PAVILION). THE BOARD APPROVED THE ADDITION OF A FULL-TIME LAND STEWARD POSITION FOR THE 2018 BUDGET YEAR. WORK ON A CONSERVANCY AND FARM WEBSITE WAS ESSENTIALLY COMPLETED FOR A JANUARY 2018 LAUNCH. IN DECEMBER, THE BOARD APPOINTED TWO WILLOWSFORD RESIDENTS TO JOIN THE CONSERVANCY BOARD OF TRUSTEES EFFECTIVE AT THE JANUARY 2018 MEETING.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION A, LINE 8B
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/OtherOrganizationName/BusinessNameLine1Txt3WILLOWSFORD HOME OWNER'S ASSOCIATION INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0C
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1N
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2O
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt3S
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01473602
IRS990/TotalAssetsEOYAmt01883742
IRS990/TotalAssetsGrp/BOYAmt01473602
IRS990/TotalAssetsGrp/EOYAmt01883742
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01041592
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt067744
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0953849
IRS990/TotalFunctionalExpensesGrp/TotalAmt01021593
IRS990/TotalGrossUBIAmt0-8073
IRS990/TotalLiabilitiesBOYAmt0247916
IRS990/TotalLiabilitiesEOYAmt0391143
IRS990/TotalLiabilitiesGrp/BOYAmt0247916
IRS990/TotalLiabilitiesGrp/EOYAmt0391143
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01225686
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01492599
IRS990/TotalOtherCompensationAmt07427

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
2017Detailed filing. Detailed filing data is available for this year.$1.88$0.39$1.49$1.29$1.02$0.27
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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. 2017 filings • 501(c)4 • $1M-$5M nonprofits