Civic Intelligence

Willowsford Conservancy

990 • Fiscal year 2023 • EIN 45-0609461

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

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.

2023 filings • 501(c)4 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

31st percentile

0.05x

Higher debt load relative to revenue than 31% of similar nonprofits.

2023 filings • 501(c)4 • $5M-$10M nonprofits • Source year 2023

Net Margin

46th percentile

6.2%

Higher net margin than 46% of similar nonprofits.

2023 filings • 501(c)4 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

64th percentile

$132,576

Higher top officer pay than 64% of similar nonprofits.

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

2023 filings • 501(c)4 • $5M-$10M nonprofits • Source year 2023

Asset Growth

43rd percentile

3.2%

Faster asset growth than 43% of similar nonprofits.

2023 filings • 501(c)4 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

69th percentile

16%

Faster revenue growth than 69% of similar nonprofits.

2023 filings • 501(c)4 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Assets

Up

$8,414,686

Up $261,659 (+3.2%) from 2022

Net Assets

Up

$8,315,293

Up $277,611 (+3.5%) from 2022

Liabilities

Down

$99,393

Down $15,952 (-14%) from 2022

Revenue

Up

$2,075,655

Up $288,608 (+16%) from 2022

Expenses

Up

$1,947,667

Up $123,428 (+6.8%) from 2022

Net Income

Up

$127,988

Up $165,180 (+444%) from 2022

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 2023: $8,414,686Liabilities 2023: $99,393Net Assets 2023: $8,315,2932023Assets 2024: $8,724,246Liabilities 2024: $128,070Net Assets 2024: $8,596,1762024

Highlighted filing

2023

Assets$8,414,686
Liabilities$99,393
Net Assets$8,315,293

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 2023: $2,075,655Expenses 2023: $1,947,667Net Income 2023: $127,9882023Revenue 2024: $2,225,645Expenses 2024: $2,019,110Net Income 2024: $206,5352024

Highlighted filing

2023

Revenue$2,075,655
Expenses$1,947,667
Net Income$127,988
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.0
Gross Receipts
$2,245,581
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$6,001,114$6,154,095▲ $152,981
Investments in Publicly Traded Securities$992,949$1,177,124▲ $184,175
Cash and Non-Interest-Bearing Accounts$1,124,533$1,038,316▼ $86,217
Accounts Receivable$1,266$2,785▲ $1,519
Total Assets$8,153,027$8,414,686▲ $261,659
Other Assets Total$33,165$42,366▲ $9,201
Liabilities
Accounts Payable and Accrued Expenses$59,321$52,067▼ $7,254
Deferred Revenue$56,024$47,326▼ $8,698
Total Liabilities$115,345$99,393▼ $15,952
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,044,734$7,029,781▼ $14,953
Net Assets With Donor Restrictions$992,948$1,285,512▲ $292,564
Total Net Assets Fund Balance$8,037,682$8,315,293▲ $277,611
Total Liabilities and Net Assets / Fund Balance$8,153,027$8,414,686▲ $261,659

Asset Categories

AssetBook ValueDepreciationBasis
Land$4,330,121-$4,330,121
Buildings$1,480,577$836,558$2,317,135
Equipment$266,415$642,644$909,059
Other Land Buildings$76,982$372,585$449,567

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$992,949$150,000▲ $184,176$41,612$1,285,512
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
Andrew DunhamFarm ManagerFT$127,776$4,800$132,576
Sophie LambertExecutive DiFT$111,834$2,800$114,634
Kathryn StephensInterim ExecFT$75,000-$75,000

Board Members and Trustees

NameTitle
Claudette PapathanasopoulousPresident
Avi SareenDirector
Jake ViragDirector
Greg LicameleSecretary
Karyn MorelandTreasurer
Chase RowanVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$250,000
Program Service Revenue
$12,493
Investment Income
$75,545
Other Revenue
$1,737,617
All Other Contributions
$150,000
Change in Net Assets
$127,988

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$150,000Actual Cost
Total Noncash Contributions1$150,000-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,075,655
Revenue Not Reported on Form 990
$317,028
Total Revenue per Audited Statements
$2,392,683
Total Revenue per Form 990
$2,075,655
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,170,381
Other Expenses$777,286
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$635,705$116,697-$752,402
Depreciation Depletion$206,467--$206,467
Current Officers, Directors, Trustees, and Key Employees$46,709$140,125-$186,834
Other Employee Benefits$122,773$37,104-$159,877
Payroll Taxes$54,728$16,540-$71,268
Fees for Services Accounting-$65,431-$65,431
Office Expenses$41,157$12,438-$53,595
Advertising$42,141--$42,141
Insurance$32,127$2,330-$34,457
Other Expenses$22,129$6,687-$28,816
All Other Expenses$17,368$5,855-$23,223
Fees for Services Legal$13,221$3,995-$17,216
Fees for Services Other$13,997$2,133-$16,130
Travel$551$167-$718
Interest-$381-$381
Total Functional Expenses$1,537,784$409,883$0$1,947,667

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,115,072
Expenses per Audited Statements$1,947,667
Total Expenses per Form 990$1,947,667
Expenses Not Reported on Form 990$167,405
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, Page 6, Part VI, 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, Page 6, Part VI, Line 18

The organization's governing documents and financial statements are available to the general public upon request.

Form 990, Page 6, Part VI, 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
Claudette Papathanasopoulous
Title
President
Phone
5714402400
Signed
2024-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Claudette Papathanasopoulous
Formed
2010
Legal Domicile
Va
Voting Board Members
6
Independent Board Members
6
Employees
17
Volunteers
235

Preparer

Firm
Mitchell Burns & Co Pc
Address
110 E MARKET ST STE 200, LEESBURG, VA 20176
Preparer
W Matthew Burns
Phone
7037774900
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4A

Willowsford conservancy is the steward of over 2,300 acres of open space, set aside for conservation, recreation, education, and agricultural use. Fresh food production from sustainable and organic farming; recreation opportunities though access to 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. All of these programs are brought to life for residents and the greater community through events and educational offerings as well as frequent volunteer opportunities. In 2023, 388 volunteers supported the land stewardship team's efforts to remove invasive species, clear trails, and monitor streams, blue birds and other wildlife (1,338 hours). An additional 42 volunteers supported the farm team's efforts through egg washing, csa share packing, and csa pick up amongst other activities (1,260 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 place for building community. In 2023, willowsford farm sold over 396 unique shares in its community supported agriculture (csa) program, including vegetables, eggs, and flowers, in addition to supporting families through an online farm store 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, the farm also uses a refrigerated delivery van to bring csa shares and items purchased from the online store directly to peoples' doorsteps. The farm donated excess produce to loudoun hunger relief-a local non-profit often during the peak growing season. Occasionally eggs were donated to two local fire stations. 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, in partnership with the hoa's chef, and leads wagon farm tours. One school field trip was held at the farm. The farm stand hosted a large harvest- themed market in october 2023 which will become an annual event. The land stewardship program collaborates with other non-profits and government agencies to carry out conservation projects to benefit the local ecosystem and also to educate the public and residents about conservation efforts. 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 departm

Form 990, Part XI, Line 9

Rental expenses netted against rental income 36,521 cost of goods sold netted against sales income 130,884 cost of goods sold netted against sales income -130,884 rental expenses netted against rental income -36,521

Form 990, Page 12, 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

Schedule D, Page 2, Part V, Line 4

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

Schedule D, Page 3, Part X

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.

Schedule D, Page 4, Part XI, Line 2D

Rental expenses netted against rental income 36,521 cost of goods sold netted against sales income 130,884

Schedule D, Page 4, Part XII, Line 2D

Cost of goods sold netted against sales income 130,884 rental expenses netted against rental income 36,521

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IRS990/Desc0WILLOWSFORD CONSERVANCY IS THE STEWARD OF OVER 2,300 ACRES OF OPEN SPACE, SET ASIDE FOR CONSERVATION, RECREATION, EDUCATION, AND AGRICULTURAL USE. FRESH FOOD PRODUCTION FROM SUSTAINABLE AND ORGANIC FARMING; RECREATION OPPORTUNITIES THOUGH ACCESS TO 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. ALL OF THESE PROGRAMS ARE BROUGHT TO LIFE FOR RESIDENTS AND THE GREATER COMMUNITY THROUGH EVENTS AND EDUCATIONAL OFFERINGS AS WELL AS FREQUENT VOLUNTEER OPPORTUNITIES. IN 2023, 388 VOLUNTEERS SUPPORTED THE LAND STEWARDSHIP TEAM'S EFFORTS TO REMOVE INVASIVE SPECIES, CLEAR TRAILS, AND MONITOR STREAMS, BLUE BIRDS AND OTHER WILDLIFE (1,338 HOURS). AN ADDITIONAL 42 VOLUNTEERS SUPPORTED THE FARM TEAM'S EFFORTS THROUGH EGG WASHING, CSA SHARE PACKING, AND CSA PICK UP AMONGST OTHER ACTIVITIES (1,260 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 PLACE FOR BUILDING COMMUNITY. IN 2023, WILLOWSFORD FARM SOLD OVER 396 UNIQUE SHARES IN ITS COMMUNITY SUPPORTED AGRICULTURE (CSA) PROGRAM, INCLUDING VEGETABLES, EGGS, AND FLOWERS, IN ADDITION TO SUPPORTING FAMILIES THROUGH AN ONLINE FARM STORE 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, THE FARM ALSO USES A REFRIGERATED DELIVERY VAN TO BRING CSA SHARES AND ITEMS PURCHASED FROM THE ONLINE STORE DIRECTLY TO PEOPLES' DOORSTEPS. THE FARM DONATED EXCESS PRODUCE TO LOUDOUN HUNGER RELIEF-A LOCAL NON-PROFIT OFTEN DURING THE PEAK GROWING SEASON. OCCASIONALLY EGGS WERE DONATED TO TWO LOCAL FIRE STATIONS. 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, IN PARTNERSHIP WITH THE HOA'S CHEF, AND LEADS WAGON FARM TOURS. ONE SCHOOL FIELD TRIP WAS HELD AT THE FARM. THE FARM STAND HOSTED A LARGE HARVEST- THEMED MARKET IN OCTOBER 2023 WHICH WILL BECOME AN ANNUAL EVENT. THE LAND STEWARDSHIP PROGRAM COLLABORATES WITH OTHER NON-PROFITS AND GOVERNMENT AGENCIES TO CARRY OUT CONSERVATION PROJECTS TO BENEFIT THE LOCAL ECOSYSTEM AND ALSO TO EDUCATE THE PUBLIC AND RESIDENTS ABOUT CONSERVATION EFFORTS. 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 DEPARTM
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IRS990/MissionDesc0THE 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.
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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 36,521 COST OF GOODS SOLD NETTED AGAINST SALES INCOME 130,884
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3COST OF GOODS SOLD NETTED AGAINST SALES INCOME 130,884 RENTAL EXPENSES NETTED AGAINST RENTAL INCOME 36,521
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3SCHEDULE D, PAGE 4, PART XII, LINE 2D
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WILLOWSFORD CONSERVANCY IS THE STEWARD OF OVER 2,300 ACRES OF OPEN SPACE, SET ASIDE FOR CONSERVATION, RECREATION, EDUCATION, AND AGRICULTURAL USE. FRESH FOOD PRODUCTION FROM SUSTAINABLE AND ORGANIC FARMING; RECREATION OPPORTUNITIES THOUGH ACCESS TO 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. ALL OF THESE PROGRAMS ARE BROUGHT TO LIFE FOR RESIDENTS AND THE GREATER COMMUNITY THROUGH EVENTS AND EDUCATIONAL OFFERINGS AS WELL AS FREQUENT VOLUNTEER OPPORTUNITIES. IN 2023, 388 VOLUNTEERS SUPPORTED THE LAND STEWARDSHIP TEAM'S EFFORTS TO REMOVE INVASIVE SPECIES, CLEAR TRAILS, AND MONITOR STREAMS, BLUE BIRDS AND OTHER WILDLIFE (1,338 HOURS). AN ADDITIONAL 42 VOLUNTEERS SUPPORTED THE FARM TEAM'S EFFORTS THROUGH EGG WASHING, CSA SHARE PACKING, AND CSA PICK UP AMONGST OTHER ACTIVITIES (1,260 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 PLACE FOR BUILDING COMMUNITY. IN 2023, WILLOWSFORD FARM SOLD OVER 396 UNIQUE SHARES IN ITS COMMUNITY SUPPORTED AGRICULTURE (CSA) PROGRAM, INCLUDING VEGETABLES, EGGS, AND FLOWERS, IN ADDITION TO SUPPORTING FAMILIES THROUGH AN ONLINE FARM STORE 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, THE FARM ALSO USES A REFRIGERATED DELIVERY VAN TO BRING CSA SHARES AND ITEMS PURCHASED FROM THE ONLINE STORE DIRECTLY TO PEOPLES' DOORSTEPS. THE FARM DONATED EXCESS PRODUCE TO LOUDOUN HUNGER RELIEF-A LOCAL NON-PROFIT OFTEN DURING THE PEAK GROWING SEASON. OCCASIONALLY EGGS WERE DONATED TO TWO LOCAL FIRE STATIONS. 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, IN PARTNERSHIP WITH THE HOA'S CHEF, AND LEADS WAGON FARM TOURS. ONE SCHOOL FIELD TRIP WAS HELD AT THE FARM. THE FARM STAND HOSTED A LARGE HARVEST- THEMED MARKET IN OCTOBER 2023 WHICH WILL BECOME AN ANNUAL EVENT. THE LAND STEWARDSHIP PROGRAM COLLABORATES WITH OTHER NON-PROFITS AND GOVERNMENT AGENCIES TO CARRY OUT CONSERVATION PROJECTS TO BENEFIT THE LOCAL ECOSYSTEM AND ALSO TO EDUCATE THE PUBLIC AND RESIDENTS ABOUT CONSERVATION EFFORTS. 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 DEPARTM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 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/ExplanationTxt2THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FINANCIAL STATEMENTS ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4RENTAL EXPENSES NETTED AGAINST RENTAL INCOME 36,521 COST OF GOODS SOLD NETTED AGAINST SALES INCOME 130,884 COST OF GOODS SOLD NETTED AGAINST SALES INCOME -130,884 RENTAL EXPENSES NETTED AGAINST RENTAL INCOME -36,521
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt52020 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/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 12, PART XII, LINE 2C
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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
2023Detailed filing. Detailed filing data is available for this year.$8.41$0.10$8.32$2.08$1.95$0.13
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.15$0.12$8.04$1.79$1.82$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.39$0.08$8.30$2.06$1.47$0.59
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.75$0.15$7.60$2.88$1.37$1.51
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.33$0.06$2.28$1.21$1.32$0.12
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.13$0.74$2.39$2.07$1.17$0.90
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