Civic Intelligence

Willowsford Conservancy

990 • Fiscal year 2018 • EIN 45-0609461

Jan 01, 2018 to Dec 31, 2018 • Filed on May 15, 2019

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

72nd percentile

0.24x

Higher debt load relative to assets than 72% of similar nonprofits.

2018 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

69th percentile

0.36x

Higher debt load relative to revenue than 69% of similar nonprofits.

2018 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2018

Net Margin

86th percentile

43%

Higher net margin than 86% of similar nonprofits.

2018 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

94th percentile

66%

Faster asset growth than 94% of similar nonprofits.

2018 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

90th percentile

61%

Faster revenue growth than 90% of similar nonprofits.

2018 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$3,132,858

Up $1,249,116 (+66%) from 2017

Net Assets

Up

$2,391,440

Up $898,841 (+60%) from 2017

Liabilities

Up

$741,418

Up $350,275 (+90%) from 2017

Revenue

Up

$2,071,075

Up $780,918 (+61%) from 2017

Expenses

Up

$1,172,234

Up $150,641 (+15%) from 2017

Net Income

Up

$898,841

Up $630,277 (+235%) from 2017

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

2018

Assets$3,132,858
Liabilities$741,418
Net Assets$2,391,440

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

2018

Revenue$2,071,075
Expenses$1,172,234
Net Income$898,841
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 15, 2019
Return Version
2018v3.1
Gross Receipts
$2,585,542
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$1,476,124$2,279,893▲ $803,769
Accounts Receivable$387,790$733,682▲ $345,892
Cash and Non-Interest-Bearing Accounts$19,828$119,165▲ $99,337
Total Assets$1,883,742$3,132,858▲ $1,249,116
Other Assets Total$0$118▲ $118
Liabilities
Accounts Payable and Accrued Expenses$388,236$736,924▲ $348,688
Deferred Revenue$2,907$4,494▲ $1,587
Total Liabilities$391,143$741,418▲ $350,275
Net Assets / Fund Balance
Unrestricted Net Assets$1,492,599$2,391,440▲ $898,841
Total Net Assets Fund Balance$1,492,599$2,391,440▲ $898,841
Total Liabilities and Net Assets / Fund Balance$1,883,742$3,132,858▲ $1,249,116

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,719,236$244,621$1,963,857
Equipment$352,325$401,961$754,286
Other Land Buildings$208,332$184,182$392,514
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Iris GestramExecutive DirectorFT$129,352$129,352

Board Members and Trustees

NameTitle
Mark TrostlePresident
Richard DibellaVice President
Chris BodleyDirector
Claudette PapathanasopoulousDirector
Mary HegedusDirector
Stacey KessingerSecretary
Stanley SettleTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,537,230
Program Service Revenue
$17,716
Investment Income
$0
Other Revenue
$516,129
Change in Net Assets
$898,841
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$650,569
Salaries, Compensation, and Employee Benefits$521,665
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$312,909$27,317-$340,226
Depreciation Depletion$222,489--$222,489
Current Officers, Directors, Trustees, and Key Employees$127,264$2,088-$129,352
Office Expenses$42,517$1,338-$43,855
Insurance$28,778$9,593-$38,371
Fees for Services Other$36,198$2,152-$38,350
Payroll Taxes$30,546$2,344-$32,890
Other Employee Benefits$14,398$4,799-$19,197
Conferences and Meetings$14,790--$14,790
Information Technology$9,179--$9,179
Other Expenses$8,762$1,978-$8,762
Advertising$6,705--$6,705
Travel$3,406--$3,406
Fees for Services Accounting-$1,847-$1,847
Total Functional Expenses$1,118,778$53,456$0$1,172,234
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
2019-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel J Autino
Formed
2010
Legal Domicile
Va
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
67

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 and 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 more than 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 2018, the conservancy continued to conduct and expand activities specifically supporting its mission, supported by more than 60 volunteers who contributed 397 volunteer hours. 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 2018, the conservancy farm sold more than 300 unique shares in its community supported agriculture (csa) program, including vegetables, eggs, milk, flowers, and meat 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 1,813 pounds of fresh farm food to loudoun hunger relief. 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 continued installation of livestock fencing 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 co

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 2018, the partnership presented 5k, 10k and half-marathon races, a variety of mountain bike races for children and adults duringthe september 22 trail mix event. In 2018, the conservancy added hidden meadow event field and group campsite for outdoor group activities and group camping. Also in 2018, the conservancy opened the three-season cedar pond pavilion for education programs and small events. Both new facilities are located trail-side facilitating outdoor recreation and educational programming related to land conservation and wildlife. 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. In 2018, the conservancy completed upgrades to its signage system to improve wayfiding for trail users. Trail connectors were added throughout the trail system, and trail upgrades and repairs completed where needed. Also in 2018, the conservancy built a recreational archery range and facilitated the forming of a resident archery club. The conservancy entered into a use agreement with the willowsford archery club, with the club managing club membership and day-to-day use of the archery range for recreational purposes. 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 2018, the conservancy completed two new outdoor education and recreation facilities: the hidden meadow event field & group campground, and cedar pond pavilion. A comprehensive new conservancy website was launched in january (www.willowsfordconservancy.org), and a full-time land stewardship manager was hired in february. Two willowsford residents joined the conservancy board of trustees in january 2018. For 2019, the board approved the addition of a full-time ranger field position to support open space maintenance; and a full-time business operations manager to support the transition of the conservancy toward a self-sustained non-profit operating without administrative support from the development team.

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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 AND 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 MORE THAN 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 2018, THE CONSERVANCY CONTINUED TO CONDUCT AND EXPAND ACTIVITIES SPECIFICALLY SUPPORTING ITS MISSION, SUPPORTED BY MORE THAN 60 VOLUNTEERS WHO CONTRIBUTED 397 VOLUNTEER HOURS. 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 2018, THE CONSERVANCY FARM SOLD MORE THAN 300 UNIQUE SHARES IN ITS COMMUNITY SUPPORTED AGRICULTURE (CSA) PROGRAM, INCLUDING VEGETABLES, EGGS, MILK, FLOWERS, AND MEAT 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 1,813 POUNDS OF FRESH FARM FOOD TO LOUDOUN HUNGER RELIEF. 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 CONTINUED INSTALLATION OF LIVESTOCK FENCING 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 CO
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 2018, THE PARTNERSHIP PRESENTED 5K, 10K AND HALF-MARATHON RACES, A VARIETY OF MOUNTAIN BIKE RACES FOR CHILDREN AND ADULTS DURINGTHE SEPTEMBER 22 TRAIL MIX EVENT. IN 2018, THE CONSERVANCY ADDED HIDDEN MEADOW EVENT FIELD AND GROUP CAMPSITE FOR OUTDOOR GROUP ACTIVITIES AND GROUP CAMPING. ALSO IN 2018, THE CONSERVANCY OPENED THE THREE-SEASON CEDAR POND PAVILION FOR EDUCATION PROGRAMS AND SMALL EVENTS. BOTH NEW FACILITIES ARE LOCATED TRAIL-SIDE FACILITATING OUTDOOR RECREATION AND EDUCATIONAL PROGRAMMING RELATED TO LAND CONSERVATION AND WILDLIFE. 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. IN 2018, THE CONSERVANCY COMPLETED UPGRADES TO ITS SIGNAGE SYSTEM TO IMPROVE WAYFIDING FOR TRAIL USERS. TRAIL CONNECTORS WERE ADDED THROUGHOUT THE TRAIL SYSTEM, AND TRAIL UPGRADES AND REPAIRS COMPLETED WHERE NEEDED. ALSO IN 2018, THE CONSERVANCY BUILT A RECREATIONAL ARCHERY RANGE AND FACILITATED THE FORMING OF A RESIDENT ARCHERY CLUB. THE CONSERVANCY ENTERED INTO A USE AGREEMENT WITH THE WILLOWSFORD ARCHERY CLUB, WITH THE CLUB MANAGING CLUB MEMBERSHIP AND DAY-TO-DAY USE OF THE ARCHERY RANGE FOR RECREATIONAL PURPOSES. 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 2018, THE CONSERVANCY COMPLETED TWO NEW OUTDOOR EDUCATION AND RECREATION FACILITIES: THE HIDDEN MEADOW EVENT FIELD & GROUP CAMPGROUND, AND CEDAR POND PAVILION. A COMPREHENSIVE NEW CONSERVANCY WEBSITE WAS LAUNCHED IN JANUARY (WWW.WILLOWSFORDCONSERVANCY.ORG), AND A FULL-TIME LAND STEWARDSHIP MANAGER WAS HIRED IN FEBRUARY. TWO WILLOWSFORD RESIDENTS JOINED THE CONSERVANCY BOARD OF TRUSTEES IN JANUARY 2018. FOR 2019, THE BOARD APPROVED THE ADDITION OF A FULL-TIME RANGER FIELD POSITION TO SUPPORT OPEN SPACE MAINTENANCE; AND A FULL-TIME BUSINESS OPERATIONS MANAGER TO SUPPORT THE TRANSITION OF THE CONSERVANCY TOWARD A SELF-SUSTAINED NON-PROFIT OPERATING WITHOUT ADMINISTRATIVE SUPPORT FROM THE DEVELOPMENT TEAM.
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/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt2MANAGEMENT
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt3NOT FOR PROFIT ACTIVITES
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt4MANAGEMENT
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IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm3ASHBURN
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm4ASHBURN
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd1NY
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd2VA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd3VA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd4VA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd011753
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd111753
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd220147
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd320147
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd420147
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0WILLOWSFORD OPERATIONS LLC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0WILLOWSFORD HOME OWNER'S ASSOCIATION INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0450645880
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0528
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0VA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0HOA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt023506 FOUNDERS DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ASHBURN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0VA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd020148
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt01537230
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1733680
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt2344760
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0COLLECT ON BEHALF OF CONSERVANCY
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0WILLOWSFORD OPERATIONS LLC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1WILLOWSFORD OPERATIONS LLC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2WILLOWSFORD OPERATIONS LLC
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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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
2018Detailed filing. Detailed filing data is available for this year.$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
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