Civic Intelligence

Willowsford Conservancy

990 • Fiscal year 2021 • EIN 45-0609461

Jan 01, 2021 to Dec 31, 2021 • Filed on May 11, 2022

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

27th percentile

0.01x

Higher debt load relative to assets than 27% of similar nonprofits.

2021 filings • 501(c)4 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

33rd percentile

0.04x

Higher debt load relative to revenue than 33% of similar nonprofits.

2021 filings • 501(c)4 • $5M-$10M nonprofits • Source year 2021

Net Margin

69th percentile

29%

Higher net margin than 69% of similar nonprofits.

2021 filings • 501(c)4 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

65th percentile

$131,599

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 6.4% of source-year revenue.

2021 filings • 501(c)4 • $5M-$10M nonprofits • Source year 2021

Asset Growth

54th percentile

8.2%

Faster asset growth than 54% of similar nonprofits.

2021 filings • 501(c)4 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

10th percentile

-28%

Faster revenue growth than 10% of similar nonprofits.

2021 filings • 501(c)4 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Assets

Up

$8,385,117

Up $635,534 (+8.2%) from 2020

Net Assets

Up

$8,301,678

Up $701,974 (+9.2%) from 2020

Liabilities

Down

$83,439

Down $66,440 (-44%) from 2020

Revenue

Down

$2,058,376

Down $820,398 (-28%) from 2020

Expenses

Up

$1,465,497

Up $92,946 (+6.8%) from 2020

Net Income

Down

$592,879

Down $913,344 (-61%) from 2020

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

2021

Assets$8,385,117
Liabilities$83,439
Net Assets$8,301,678

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

2021

Revenue$2,058,376
Expenses$1,465,497
Net Income$592,879
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 11, 2022
Return Version
2021v4.2
Gross Receipts
$2,457,479
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$5,946,948$6,158,386▲ $211,438
Investments Other Securities$1,047,342$1,197,651▲ $150,309
Cash and Non-Interest-Bearing Accounts$710,888$987,068▲ $276,180
Accounts Receivable$1,505$28,261▲ $26,756
Total Assets$7,749,583$8,385,117▲ $635,534
Other Assets Total$42,900$13,751▼ $29,149
Liabilities
Mortgage Notes Payable Secured by Investment Property$55,047$33,367▼ $21,680
Accounts Payable and Accrued Expenses$29,058$32,168▲ $3,110
Deferred Revenue$65,774$17,904▼ $47,870
Total Liabilities$149,879$83,439▼ $66,440
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,552,363$7,104,028▲ $551,665
Net Assets With Donor Restrictions$1,047,341$1,197,650▲ $150,309
Total Net Assets Fund Balance$7,599,704$8,301,678▲ $701,974
Total Liabilities and Net Assets / Fund Balance$7,749,583$8,385,117▲ $635,534

Asset Categories

AssetBook ValueDepreciationBasis
Land$4,288,607-$4,288,607
Buildings$1,529,107$596,051$2,125,158
Equipment$237,131$624,384$861,515
Other Land Buildings$103,541$318,154$421,695
Other Securities$1,197,651--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$1,047,341-▲ $150,309-$1,197,650
2020-$1,000,000▲ $47,341-$1,047,341
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Iris GestramFormer Executive DirectorFT$118,564$13,035$131,599
Ann C Alleva TaylorExecutive DirectorFT$26,269$93$26,362

Board Members and Trustees

NameTitle
Chase RowanPresident
Claudette PapathanasopoulousVice President
Avi SareenDirector
Jake ViragDirector
Mark TrostleDirector
Greg LicameleSecretary
Karyn MorelandTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$335,734
Program Service Revenue
$28,502
Investment Income
$46,330
Other Revenue
$1,647,810
Change in Net Assets
$592,879

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$299,744Assessed Value of Land
Total Noncash Contributions1$299,744-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,058,376
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$496,726
Total Revenue per Audited Statements
$2,555,102
Total Revenue per Form 990
$2,058,376
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$778,862
Other Expenses$686,635
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$460,898$15,652-$476,550
Depreciation Depletion$249,808--$249,808
Current Officers, Directors, Trustees, and Key Employees$39,490$118,471-$157,961
Other Employee Benefits$82,816$11,678-$94,494
Payroll Taxes$39,886$9,971-$49,857
Office Expenses$43,461--$43,461
Other Expenses$41,538--$41,538
Advertising$31,928--$31,928
Insurance$29,505$2,330-$31,835
Fees for Services Accounting-$24,628-$24,628
All Other Expenses$20,723--$20,723
Information Technology$17,621--$17,621
Fees for Services Other$12,732$1,002-$13,734
Fees for Services Legal$11,759--$11,759
Interest$3,520--$3,520
Travel$1,014--$1,014
Total Functional Expenses$1,281,765$183,732$0$1,465,497

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,853,128
Expenses per Audited Statements$1,465,497
Total Expenses per Form 990$1,465,497
Expenses Not Reported on Form 990$387,631
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
No
Management duties delegated
No

Governance Explanations

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
Karyn Moreland
Title
Treasurer
Phone
5714402400
Signed
2022-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karyn Moreland
Formed
2010
Legal Domicile
Va
Voting Board Members
7
Independent Board Members
7
Employees
24
Volunteers
210

Preparer

Firm
Mitchell Burns & 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. 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. The 2021 summer csa season ended the week before thanksgiving. The farm distributed nearly 10,000 individual share boxes in 2021 to 576 unique users. The farm community supported agriculture (csa) program includes options for vegetable, egg, milk, flower and meat shares. Retail items were also available in addition to csa shares through the online farm stand platform. Farm volunteer opportunities encourage families to engage hands-on and learn about sustainable agriculture and food production. Volunteer engagement opportunities include washing eggs, csa box packing, hosting at csa distribution sites, and fence clearing. We also had tremendous volunteer support for our after-school farm camp this fall. 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. The conservancy offered multiple native plant programs in 2021, 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, the conservancy completed a reforestation project in partnership with loudoun wildlife conservancy (lwc) with funds from the chesapeake restoration fund. 40 volunteers signed up and 300 trees were planted along broad run in the grant. A meadow restoration project, the blue larkspur meadow restoration project, was completed sucessfully. The meadow finished its transition and native vegetative cover was established throughout this difficult site. It will continue to be managed under our normal practices including invasive species remo

PART III LINE 4: PROGRAM SERVICE ACCOMPLISHMENTS (CONTINUED)

Outdoor recreation 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. This year, the land stewardship team has continued bridge repairs in the four villages. This includes a major bridge and boarwalk replacements along the trails. The land stewardship team invested significant extra time and resources in 2021 to make trails easier to access and walk and to accomodate residents with special needs. This has included infrastructure upgrades and reroutes that make it more pleasant to walk and explore the woods. 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. The cross-country team volunteered for assisting with trail clean up. They trimmed back vegetation and collected trash along the grant trails.

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 30,534. Cost of goods sold netted against sales income 357,097.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Rental expenses netted against rental income 30,534. Cost of goods sold netted against sales income 357,097.

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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 30,534. COST OF GOODS SOLD NETTED AGAINST SALES INCOME 357,097.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3RENTAL EXPENSES NETTED AGAINST RENTAL INCOME 30,534. COST OF GOODS SOLD NETTED AGAINST SALES INCOME 357,097.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
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. 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. THE 2021 SUMMER CSA SEASON ENDED THE WEEK BEFORE THANKSGIVING. THE FARM DISTRIBUTED NEARLY 10,000 INDIVIDUAL SHARE BOXES IN 2021 TO 576 UNIQUE USERS. THE FARM COMMUNITY SUPPORTED AGRICULTURE (CSA) PROGRAM INCLUDES OPTIONS FOR VEGETABLE, EGG, MILK, FLOWER AND MEAT SHARES. RETAIL ITEMS WERE ALSO AVAILABLE IN ADDITION TO CSA SHARES THROUGH THE ONLINE FARM STAND PLATFORM. FARM VOLUNTEER OPPORTUNITIES ENCOURAGE FAMILIES TO ENGAGE HANDS-ON AND LEARN ABOUT SUSTAINABLE AGRICULTURE AND FOOD PRODUCTION. VOLUNTEER ENGAGEMENT OPPORTUNITIES INCLUDE WASHING EGGS, CSA BOX PACKING, HOSTING AT CSA DISTRIBUTION SITES, AND FENCE CLEARING. WE ALSO HAD TREMENDOUS VOLUNTEER SUPPORT FOR OUR AFTER-SCHOOL FARM CAMP THIS FALL. 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. THE CONSERVANCY OFFERED MULTIPLE NATIVE PLANT PROGRAMS IN 2021, 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, THE CONSERVANCY COMPLETED A REFORESTATION PROJECT IN PARTNERSHIP WITH LOUDOUN WILDLIFE CONSERVANCY (LWC) WITH FUNDS FROM THE CHESAPEAKE RESTORATION FUND. 40 VOLUNTEERS SIGNED UP AND 300 TREES WERE PLANTED ALONG BROAD RUN IN THE GRANT. A MEADOW RESTORATION PROJECT, THE BLUE LARKSPUR MEADOW RESTORATION PROJECT, WAS COMPLETED SUCESSFULLY. THE MEADOW FINISHED ITS TRANSITION AND NATIVE VEGETATIVE COVER WAS ESTABLISHED THROUGHOUT THIS DIFFICULT SITE. IT WILL CONTINUE TO BE MANAGED UNDER OUR NORMAL PRACTICES INCLUDING INVASIVE SPECIES REMO
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OUTDOOR RECREATION 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. THIS YEAR, THE LAND STEWARDSHIP TEAM HAS CONTINUED BRIDGE REPAIRS IN THE FOUR VILLAGES. THIS INCLUDES A MAJOR BRIDGE AND BOARWALK REPLACEMENTS ALONG THE TRAILS. THE LAND STEWARDSHIP TEAM INVESTED SIGNIFICANT EXTRA TIME AND RESOURCES IN 2021 TO MAKE TRAILS EASIER TO ACCESS AND WALK AND TO ACCOMODATE RESIDENTS WITH SPECIAL NEEDS. THIS HAS INCLUDED INFRASTRUCTURE UPGRADES AND REROUTES THAT MAKE IT MORE PLEASANT TO WALK AND EXPLORE THE WOODS. 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. THE CROSS-COUNTRY TEAM VOLUNTEERED FOR ASSISTING WITH TRAIL CLEAN UP. THEY TRIMMED BACK VEGETATION AND COLLECTED TRASH ALONG THE GRANT TRAILS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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/ExplanationTxt4THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FINANCIAL STATEMENTS ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt62020 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 B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C
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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
2021Detailed filing. Detailed filing data is available for this year.$8.39$0.08$8.30$2.06$1.47$0.59
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.75$0.15$7.60$2.88$1.37$1.51
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.33$0.06$2.28$1.21$1.32$0.12
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.13$0.74$2.39$2.07$1.17$0.90
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.88$0.39$1.49$1.29$1.02$0.27
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