Civic Intelligence

Willowsford Conservancy

990 • Fiscal year 2020 • EIN 45-0609461

Jan 01, 2020 to Dec 31, 2020 • Filed on May 07, 2021

41025 Willowsford LaneAldie, VA 20105

(571) 440-2400

Siviq Scores

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

Liabilities / Assets

30th percentile

0.02x

Higher debt load relative to assets than 30% of similar nonprofits.

2020 filings • 501(c)4 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

35th percentile

0.05x

Higher debt load relative to revenue than 35% of similar nonprofits.

2020 filings • 501(c)4 • $5M-$10M nonprofits • Source year 2020

Net Margin

89th percentile

52%

Higher net margin than 89% of similar nonprofits.

2020 filings • 501(c)4 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

64th percentile

$138,575

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 4.8% of source-year revenue.

2020 filings • 501(c)4 • $5M-$10M nonprofits • Source year 2020

Asset Growth

97th percentile

232%

Faster asset growth than 97% of similar nonprofits.

2020 filings • 501(c)4 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

89th percentile

138%

Faster revenue growth than 89% of similar nonprofits.

2020 filings • 501(c)4 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Assets

Up

$7,749,583

Up $5,416,693 (+232%) from 2019

Net Assets

Up

$7,599,704

Up $5,324,686 (+234%) from 2019

Liabilities

Up

$149,879

Up $92,007 (+159%) from 2019

Revenue

Up

$2,878,774

Up $1,670,628 (+138%) from 2019

Expenses

Up

$1,372,551

Up $47,983 (+3.6%) from 2019

Net Income

Up

$1,506,223

Up $1,622,645 (+1394%) from 2019

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

2020

Assets$7,749,583
Liabilities$149,879
Net Assets$7,599,704

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

2020

Revenue$2,878,774
Expenses$1,372,551
Net Income$1,506,223
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 7, 2021
Return Version
2020v4.1
Gross Receipts
$3,258,152
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$2,119,409$5,946,948▲ $3,827,539
Investments Other Securities-$1,047,342-
Cash and Non-Interest-Bearing Accounts$51,166$710,888▲ $659,722
Accounts Receivable$125,970$1,505▼ $124,465
Total Assets$2,332,890$7,749,583▲ $5,416,693
Other Assets Total$36,345$42,900▲ $6,555
Liabilities
Deferred Revenue$50,004$65,774▲ $15,770
Mortgage Notes Payable Secured by Investment Property-$55,047-
Accounts Payable and Accrued Expenses$7,868$29,058▲ $21,190
Total Liabilities$57,872$149,879▲ $92,007
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,275,018$6,552,363▲ $4,277,345
Net Assets With Donor Restrictions-$1,047,341-
Total Net Assets Fund Balance$2,275,018$7,599,704▲ $5,324,686
Total Liabilities and Net Assets / Fund Balance$2,332,890$7,749,583▲ $5,416,693

Asset Categories

AssetBook ValueDepreciationBasis
Land$3,988,863-$3,988,863
Buildings$1,565,882$478,428$2,044,310
Equipment$262,180$570,369$832,549
Other Land Buildings$130,023$269,412$399,435
Other Securities$1,047,342--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$0$1,000,000▲ $47,341-$1,047,341
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Iris GestramExecutive DirectorFT$124,515$14,060$138,575

Board Members and Trustees

NameTitle
Mark TrostlePresident
Richard DibellaVice President
Avi SareenDirector
Chase RowanDirector
Greg LicameleDirector
Claudette PapathanasopoulousSecretary
Mary HegedusTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,191,879
Program Service Revenue
$4,492
Investment Income
$24,324
Other Revenue
$1,658,079
Change in Net Assets
$1,506,223

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Real Estate Other1$191,879Assessed Value of Land
Total Noncash Contributions1$191,879-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,878,774
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$391,147
Total Revenue per Audited Statements
$3,269,921
Total Revenue per Form 990
$2,878,774
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$771,300
Other Expenses$601,251
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$463,296$30,220-$493,516
Depreciation Depletion$257,635--$257,635
Current Officers, Directors, Trustees, and Key Employees$34,644$103,931-$138,575
Other Employee Benefits$77,656$9,748-$87,404
Payroll Taxes$41,444$10,361-$51,805
Insurance$33,487$2,330-$35,817
Fees for Services Accounting-$20,531-$20,531
Fees for Services Other$15,392$1,001-$16,393
Other Expenses$15,179--$15,179
Office Expenses$14,673--$14,673
Advertising$13,041--$13,041
Information Technology$12,015--$12,015
All Other Expenses$6,742--$6,742
Fees for Services Legal$5,069--$5,069
Interest$2,535--$2,535
Travel$2,348--$2,348
Total Functional Expenses$1,194,429$178,122$0$1,372,551

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,745,686
Expenses per Audited Statements$1,372,551
Total Expenses per Form 990$1,372,551
Expenses Not Reported on Form 990$373,135
Expenses Not Reported on Financial Statements$0
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
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
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 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 Inc
EIN
45-0609461
Phone
5714402400
Address
41025 WILLOWSFORD LANE, ALDIE, VA 20105

Signing Officer

Name
Chase Rowan
Title
Interim Treasurer
Phone
5714402400
Signed
2021-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chase Rowan
Formed
2010
Legal Domicile
Va
Voting Board Members
7
Independent Board Members
7
Employees
17
Volunteers
113

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

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 over 2,200 acres of open space, set aside for conservation, recreation, education and agricultural use. 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 2020, 110 conservancy volunteers supported the conservancy's programs 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 2020, the conservancy farm sold more than 550 unique shares in its community supported agriculture (csa) program, including vegetables, eggs, milk, flowers, and meat shares, in addition to supporting families through a new online farm stand platform. About one third of the csa members continue to be non-residents from outside willowsford. The purchase of a refrigerated delivery truck provided not only with additional delivery capacity but also refrigeration to maintain product quality on the road. The farm hosted a food drive in may 2020 where they collected over 600 lbs of non-perishable pantry staples at sycamore house and the lodge for donation to loudoun hunger relief. Willowsford farm sends excess produce to this local non-profit often during the peak growing season. Farm volunteer opportunities encourage families to engage hands-on and learn about sustainable agriculture and food production. The farm hosted four small volunteer events in 2020 to include carrot harvesting, garlic cleaning, and sweet potato harvesting. There were eight recurring farm volunteers throughout the 2020 season as well. 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 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 council and others, the conservancy receives insights and builds expertise on how it can best promote native habitat and wildlife in the community. An important area of land stewardship is reforestation and habitat improvement to assure healthy forest continue to flourish at willowsford. In october we worked with loudoun wildlife conservancy, using grant funding for a tree planting in the darkmoor forested wetland in

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. Despite covid-19 restrictions, the conservancy produced solutions to provide amenities to residents. Conservancy amenities including the hidden meadow event field and group campsite, cedar pond pavilion and recreational archery range and the grant campsite provide opportunities and venues for outdoor recreation, community engagement and education encouraging families to camp, hike, observe wildlife, and explore the outdoors. 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. Students from local schools are provided with opportunities to use conservancy trails for cross country trail running.

FORM 990, PART XI, LINE 9:

First time audit-addition of deeded land 3,796,984. First time audit-miscellaneous other adjustments 3,837.

Form 990, Part XII, Line 2C

2020 was the first year that an independent audit was completed. A finance committee was set up. The finance committee is charged with supervising and reviewing the audit.

Financial Statement Notes

PART V, LINE 4:

The endowment is intended to operate as a foundation for the future of the conservancy

PART X, LINE 2:

The organization adopted the guidance under asc topic 740, accounting for uncertainty in income taxes. Management has evaluated the organization's tax positions and concluded that the organization has taken no uncertain tax provisions that would require adjustment to, or disclosure in, the financial statements to comply with the provisions of the guidance.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Rental expenses netted against rental income cost of goods sold netted against sales income

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Rental expenses netted against rental income cost of goods sold netted against sales income

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT IS INTENDED TO OPERATE AS A FOUNDATION FOR THE FUTURE OF THE CONSERVANCY
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION ADOPTED THE GUIDANCE UNDER ASC TOPIC 740, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAS TAKEN NO UNCERTAIN TAX PROVISIONS THAT WOULD REQUIRE ADJUSTMENT TO, OR DISCLOSURE IN, THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THE GUIDANCE.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2RENTAL EXPENSES NETTED AGAINST RENTAL INCOME COST OF GOODS SOLD NETTED AGAINST SALES INCOME
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3RENTAL EXPENSES NETTED AGAINST RENTAL INCOME COST OF GOODS SOLD NETTED AGAINST SALES INCOME
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IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 2D - OTHER ADJUSTMENTS:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WILLOWSFORD 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 OVER 2,200 ACRES OF OPEN SPACE, SET ASIDE FOR CONSERVATION, RECREATION, EDUCATION AND AGRICULTURAL USE. 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 2020, 110 CONSERVANCY VOLUNTEERS SUPPORTED THE CONSERVANCY'S PROGRAMS 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 2020, THE CONSERVANCY FARM SOLD MORE THAN 550 UNIQUE SHARES IN ITS COMMUNITY SUPPORTED AGRICULTURE (CSA) PROGRAM, INCLUDING VEGETABLES, EGGS, MILK, FLOWERS, AND MEAT SHARES, IN ADDITION TO SUPPORTING FAMILIES THROUGH A NEW ONLINE FARM STAND PLATFORM. ABOUT ONE THIRD OF THE CSA MEMBERS CONTINUE TO BE NON-RESIDENTS FROM OUTSIDE WILLOWSFORD. THE PURCHASE OF A REFRIGERATED DELIVERY TRUCK PROVIDED NOT ONLY WITH ADDITIONAL DELIVERY CAPACITY BUT ALSO REFRIGERATION TO MAINTAIN PRODUCT QUALITY ON THE ROAD. THE FARM HOSTED A FOOD DRIVE IN MAY 2020 WHERE THEY COLLECTED OVER 600 LBS OF NON-PERISHABLE PANTRY STAPLES AT SYCAMORE HOUSE AND THE LODGE FOR DONATION TO LOUDOUN HUNGER RELIEF. WILLOWSFORD FARM SENDS EXCESS PRODUCE TO THIS LOCAL NON-PROFIT OFTEN DURING THE PEAK GROWING SEASON. FARM VOLUNTEER OPPORTUNITIES ENCOURAGE FAMILIES TO ENGAGE HANDS-ON AND LEARN ABOUT SUSTAINABLE AGRICULTURE AND FOOD PRODUCTION. THE FARM HOSTED FOUR SMALL VOLUNTEER EVENTS IN 2020 TO INCLUDE CARROT HARVESTING, GARLIC CLEANING, AND SWEET POTATO HARVESTING. THERE WERE EIGHT RECURRING FARM VOLUNTEERS THROUGHOUT THE 2020 SEASON AS WELL. 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 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 COUNCIL AND OTHERS, THE CONSERVANCY RECEIVES INSIGHTS AND BUILDS EXPERTISE ON HOW IT CAN BEST PROMOTE NATIVE HABITAT AND WILDLIFE IN THE COMMUNITY. AN IMPORTANT AREA OF LAND STEWARDSHIP IS REFORESTATION AND HABITAT IMPROVEMENT TO ASSURE HEALTHY FOREST CONTINUE TO FLOURISH AT WILLOWSFORD. IN OCTOBER WE WORKED WITH LOUDOUN WILDLIFE CONSERVANCY, USING GRANT FUNDING FOR A TREE PLANTING IN THE DARKMOOR FORESTED WETLAND IN
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. DESPITE COVID-19 RESTRICTIONS, THE CONSERVANCY PRODUCED SOLUTIONS TO PROVIDE AMENITIES TO RESIDENTS. CONSERVANCY AMENITIES INCLUDING THE HIDDEN MEADOW EVENT FIELD AND GROUP CAMPSITE, CEDAR POND PAVILION AND RECREATIONAL ARCHERY RANGE AND THE GRANT CAMPSITE PROVIDE OPPORTUNITIES AND VENUES FOR OUTDOOR RECREATION, COMMUNITY ENGAGEMENT AND EDUCATION ENCOURAGING FAMILIES TO CAMP, HIKE, OBSERVE WILDLIFE, AND EXPLORE THE OUTDOORS. 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. STUDENTS FROM LOCAL SCHOOLS ARE PROVIDED WITH OPPORTUNITIES TO USE CONSERVANCY TRAILS FOR CROSS COUNTRY TRAIL RUNNING.
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 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/ExplanationTxt6THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FINANCIAL STATEMENTS ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8FIRST TIME AUDIT-ADDITION OF DEEDED LAND 3,796,984. FIRST TIME AUDIT-MISCELLANEOUS OTHER ADJUSTMENTS 3,837.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt92020 WAS THE FIRST YEAR THAT AN INDEPENDENT AUDIT WAS COMPLETED. A FINANCE COMMITTEE WAS SET UP. THE FINANCE COMMITTEE IS CHARGED WITH SUPERVISING AND REVIEWING THE AUDIT.
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 B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd10
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd20
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd30
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd40
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN0812177824
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN1812164437
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN2811481673
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN3811492312
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN4811546225

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
2020Detailed filing. Detailed filing data is available for this year.$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
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