Civic Intelligence

Willowsford Conservancy

990 • Fiscal year 2022 • EIN 45-0609461

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

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

29th percentile

0.01x

Higher debt load relative to assets than 29% of similar nonprofits.

2022 filings • 501(c)4 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

37th percentile

0.06x

Higher debt load relative to revenue than 37% of similar nonprofits.

2022 filings • 501(c)4 • $5M-$10M nonprofits • Source year 2022

Net Margin

29th percentile

-2.1%

Higher net margin than 29% of similar nonprofits.

2022 filings • 501(c)4 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

55th percentile

$54,761

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

2022 filings • 501(c)4 • $5M-$10M nonprofits • Source year 2022

Asset Growth

37th percentile

-2.8%

Faster asset growth than 37% of similar nonprofits.

2022 filings • 501(c)4 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

23rd percentile

-13%

Faster revenue growth than 23% of similar nonprofits.

2022 filings • 501(c)4 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Assets

Down

$8,153,027

Down $232,090 (-2.8%) from 2021

Net Assets

Down

$8,037,682

Down $263,996 (-3.2%) from 2021

Liabilities

Up

$115,345

Up $31,906 (+38%) from 2021

Revenue

Down

$1,787,047

Down $271,329 (-13%) from 2021

Expenses

Up

$1,824,239

Up $358,742 (+24%) from 2021

Net Income

Down

-$37,192

Down $630,071 (-106%) from 2021

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

2022

Assets$8,153,027
Liabilities$115,345
Net Assets$8,037,682

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

2022

Revenue$1,787,047
Expenses$1,824,239
Net Income-$37,192
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$2,078,484
Mission and Program Overview

Mission

See detail statement in schedule o

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$6,158,386$6,001,114▼ $157,272
Cash and Non-Interest-Bearing Accounts$987,068$1,124,533▲ $137,465
Investments Other Securities$1,197,651$992,949▼ $204,702
Accounts Receivable$28,261$1,266▼ $26,995
Total Assets$8,385,117$8,153,027▼ $232,090
Other Assets Total$13,751$33,165▲ $19,414
Liabilities
Accounts Payable and Accrued Expenses$32,168$59,321▲ $27,153
Deferred Revenue$17,904$56,024▲ $38,120
Mortgage Notes Payable Secured by Investment Property$33,367$0▼ $33,367
Total Liabilities$83,439$115,345▲ $31,906
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,104,028$7,044,734▼ $59,294
Net Assets With Donor Restrictions$1,197,650$992,948▼ $204,702
Total Net Assets Fund Balance$8,301,678$8,037,682▼ $263,996
Total Liabilities and Net Assets / Fund Balance$8,385,117$8,153,027▼ $232,090

Asset Categories

AssetBook ValueDepreciationBasis
Land$4,330,121-$4,330,121
Buildings$1,406,832$718,326$2,125,158
Equipment$190,670$645,191$835,861
Other Land Buildings$73,491$348,203$421,694
Other Securities$992,949--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$1,197,650-▼ $204,701-$992,949
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
Ann C Alleva TaylorFormer Executive DirectorFT$52,252$2,509$54,761

Board Members and Trustees

NameTitle
Chase RowanPresident
Claudette PapathanasopoulousVice President
Avi SareenDirector
Jake ViragDirector
Kathryn StephensInterim Executive Director
Greg LicameleSecretary
Karyn MorelandTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Kathryn StephensInterim Executive Director252 14TH STREET NORTHEAST, Washington, DC 20002$150,000
Revenue and Support

Revenue Composition

Contributions and Grants
$61,367
Program Service Revenue
$18,023
Investment Income
$76,636
Other Revenue
$1,631,021
All Other Contributions
$19,853
Change in Net Assets
$-37,192

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$41,514Assessed Value of Land
Total Noncash Contributions1$41,514-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,787,047
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$18,937
Total Revenue per Audited Statements
$1,805,984
Total Revenue per Form 990
$1,787,047
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$943,995
Other Expenses$880,244
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$632,326$64,110-$696,436
Depreciation Depletion$241,786--$241,786
Fees for Services Management$116,375$18,625-$135,000
Other Employee Benefits$112,063$16,142-$128,205
Payroll Taxes$55,684$8,909-$64,593
Current Officers, Directors, Trustees, and Key Employees$13,690$41,071-$54,761
Other Expenses$49,456$11,032-$49,456
Fees for Services Accounting-$46,691-$46,691
Insurance$24,691$2,330-$27,021
Fees for Services Legal$23,125$3,711-$26,836
Travel-$25,522-$25,522
Fees for Services Other$17,099$2,727-$19,826
Office Expenses$14,610$2,339-$16,949
All Other Expenses$8,022--$8,022
Interest$2,418--$2,418
Total Functional Expenses$1,581,030$243,209$0$1,824,239

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,069,542
Expenses per Audited Statements$1,824,239
Total Expenses per Form 990$1,824,239
Expenses Not Reported on Form 990$245,303
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
2023-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karyn Moreland
Formed
2010
Legal Domicile
Va
Voting Board Members
6
Independent Board Members
6
Employees
17
Volunteers
272

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

The mission of the willowsford conservancy is to protect our land and promote conservation and sustainable farming so that our community discovers a deeper connection to nature and each other. 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 2022, 166 volunteers supported the land stewardship team's efforts to remove invasive species, clear trails, and monitor streams, blue birds and other wildlife (747 hours). An additional 53 volunteers supported the farm team's efforts through egg washing, csa share packing, and csa pick up amongst other activities (1030 hours) farming in support of its mission for long-term protection and viable use of the land, the conservancy follows organic 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 2022 the conservancy farm sold over 600 unique shares in its community supported agriculture (csa) program, including vegetables, eggs, and flowers, in addition to supporting families through a new online farm stand platform. About one third of the csa members continue to be non-residends from outside willowsford. While many customers pick up at our two locations, we also use a refrigerated delivery van to bring our csa shares and items purchased from our online store directly to peoples' doorsteps. The farm donated excess produce to loudoun humger relief-a local non-profit often during the peak growing season. Farm volunteer opportunities and program activities encourage families to engage hands-on and learn about sustainable agriculture and food production. The farm hosts volunteer activities as noted above, but also holds programs such as those focused on nutrition and culinary arts, participates as a host of a popular summer camp, and leads wagon farm tours. 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, 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 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 the trail system, which includes 40 miles of naturalized trails for recreational and educational use. The improvements included signage, maps and smart phone app for orientation and information, guided trail walks, and amenities that facilitate the use of the trails. Conservancy amenities, including the hidden meadow event field & group campsite, cedar pond pavilion, a recreational archery range, and the grant campsite, provide opportunities and venues for outdoor recreation, community engagement and education, encouraging families to camp, hike, bike, 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. Operations staff completed a new web site to educate local citizens, communicate with our residents, and share information about our work. The site includes a calendar of events, information on land conservation and creating a backyard habitat, sustainable farming, as well as our local ecosystem and wildlife. The conservancy board of trustees spent most of 2022 working on a strategic plan following months of engagement with staff and residents through focus groups and community survey (in which more than 1,100 residents participated). The board unanimously approved the new strategic plan.

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 19,047. Cost of goods sold netted against sales income 226,256.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Rental expenses netted against rental income 19,047. Cost of goods sold netted against sales income 226,256.

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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 19,047. COST OF GOODS SOLD NETTED AGAINST SALES INCOME 226,256.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3RENTAL EXPENSES NETTED AGAINST RENTAL INCOME 19,047. COST OF GOODS SOLD NETTED AGAINST SALES INCOME 226,256.
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/ExplanationTxt0THE MISSION OF THE WILLOWSFORD CONSERVANCY IS TO PROTECT OUR LAND AND PROMOTE CONSERVATION AND SUSTAINABLE FARMING SO THAT OUR COMMUNITY DISCOVERS A DEEPER CONNECTION TO NATURE AND EACH OTHER. 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 2022, 166 VOLUNTEERS SUPPORTED THE LAND STEWARDSHIP TEAM'S EFFORTS TO REMOVE INVASIVE SPECIES, CLEAR TRAILS, AND MONITOR STREAMS, BLUE BIRDS AND OTHER WILDLIFE (747 HOURS). AN ADDITIONAL 53 VOLUNTEERS SUPPORTED THE FARM TEAM'S EFFORTS THROUGH EGG WASHING, CSA SHARE PACKING, AND CSA PICK UP AMONGST OTHER ACTIVITIES (1030 HOURS) FARMING IN SUPPORT OF ITS MISSION FOR LONG-TERM PROTECTION AND VIABLE USE OF THE LAND, THE CONSERVANCY FOLLOWS ORGANIC 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 2022 THE CONSERVANCY FARM SOLD OVER 600 UNIQUE SHARES IN ITS COMMUNITY SUPPORTED AGRICULTURE (CSA) PROGRAM, INCLUDING VEGETABLES, EGGS, AND FLOWERS, IN ADDITION TO SUPPORTING FAMILIES THROUGH A NEW ONLINE FARM STAND PLATFORM. ABOUT ONE THIRD OF THE CSA MEMBERS CONTINUE TO BE NON-RESIDENDS FROM OUTSIDE WILLOWSFORD. WHILE MANY CUSTOMERS PICK UP AT OUR TWO LOCATIONS, WE ALSO USE A REFRIGERATED DELIVERY VAN TO BRING OUR CSA SHARES AND ITEMS PURCHASED FROM OUR ONLINE STORE DIRECTLY TO PEOPLES' DOORSTEPS. THE FARM DONATED EXCESS PRODUCE TO LOUDOUN HUMGER RELIEF-A LOCAL NON-PROFIT OFTEN DURING THE PEAK GROWING SEASON. FARM VOLUNTEER OPPORTUNITIES AND PROGRAM ACTIVITIES ENCOURAGE FAMILIES TO ENGAGE HANDS-ON AND LEARN ABOUT SUSTAINABLE AGRICULTURE AND FOOD PRODUCTION. THE FARM HOSTS VOLUNTEER ACTIVITIES AS NOTED ABOVE, BUT ALSO HOLDS PROGRAMS SUCH AS THOSE FOCUSED ON NUTRITION AND CULINARY ARTS, PARTICIPATES AS A HOST OF A POPULAR SUMMER CAMP, AND LEADS WAGON FARM TOURS. 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, 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 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 THE TRAIL SYSTEM, WHICH INCLUDES 40 MILES OF NATURALIZED TRAILS FOR RECREATIONAL AND EDUCATIONAL USE. THE IMPROVEMENTS INCLUDED SIGNAGE, MAPS AND SMART PHONE APP FOR ORIENTATION AND INFORMATION, GUIDED TRAIL WALKS, AND AMENITIES THAT FACILITATE THE USE OF THE TRAILS. CONSERVANCY AMENITIES, INCLUDING THE HIDDEN MEADOW EVENT FIELD & GROUP CAMPSITE, CEDAR POND PAVILION, A RECREATIONAL ARCHERY RANGE, AND THE GRANT CAMPSITE, PROVIDE OPPORTUNITIES AND VENUES FOR OUTDOOR RECREATION, COMMUNITY ENGAGEMENT AND EDUCATION, ENCOURAGING FAMILIES TO CAMP, HIKE, BIKE, 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. OPERATIONS STAFF COMPLETED A NEW WEB SITE TO EDUCATE LOCAL CITIZENS, COMMUNICATE WITH OUR RESIDENTS, AND SHARE INFORMATION ABOUT OUR WORK. THE SITE INCLUDES A CALENDAR OF EVENTS, INFORMATION ON LAND CONSERVATION AND CREATING A BACKYARD HABITAT, SUSTAINABLE FARMING, AS WELL AS OUR LOCAL ECOSYSTEM AND WILDLIFE. THE CONSERVANCY BOARD OF TRUSTEES SPENT MOST OF 2022 WORKING ON A STRATEGIC PLAN FOLLOWING MONTHS OF ENGAGEMENT WITH STAFF AND RESIDENTS THROUGH FOCUS GROUPS AND COMMUNITY SURVEY (IN WHICH MORE THAN 1,100 RESIDENTS PARTICIPATED). THE BOARD UNANIMOUSLY APPROVED THE NEW STRATEGIC PLAN.
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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IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00

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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
2022Detailed filing. Detailed filing data is available for this year.$8.15$0.12$8.04$1.79$1.82$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.39$0.08$8.30$2.06$1.47$0.59
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.75$0.15$7.60$2.88$1.37$1.51
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.33$0.06$2.28$1.21$1.32$0.12
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.13$0.74$2.39$2.07$1.17$0.90
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.88$0.39$1.49$1.29$1.02$0.27
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