Civic Intelligence

The Merwin Conservancy Inc

990 • Fiscal year 2020 • EIN 47-4653401

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 14, 2021

Organization Profilemerwinconservancy.org
PO Box 809Haiku, HI 96708

(808) 579-8876

Siviq Scores

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

Liabilities / Assets

31st percentile

0.02x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

33rd percentile

0.05x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

92nd percentile

58%

Higher net margin than 92% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

77th percentile

$121,812

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 10.6% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

92nd percentile

97%

Faster asset growth than 92% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

73rd percentile

17%

Faster revenue growth than 73% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,830,002

Up $1,395,900 (+97%) from 2019

Net Assets

Up

$2,772,803

Up $1,341,305 (+94%) from 2019

Liabilities

Up

$57,199

Up $54,595 (+2097%) from 2019

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin92nd percentile

Revenue

Up

$1,151,342

Up $171,447 (+17%) from 2019

Expenses

Up

$478,705

Up $60,621 (+14%) from 2019

Net Income

Up

$672,637

Up $110,826 (+20%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2016: $614,221Liabilities 2016: $0Net Assets 2016: $614,2212016Assets 2017: $840,383Liabilities 2017: $0Net Assets 2017: $840,3832017Assets 2018: $752,427Liabilities 2018: $0Net Assets 2018: $752,4272018Assets 2019: $1,434,102Liabilities 2019: $2,604Net Assets 2019: $1,431,4982019Assets 2020: $2,830,002Liabilities 2020: $57,199Net Assets 2020: $2,772,8032020Assets 2021: $2,863,200Liabilities 2021: $13,947Net Assets 2021: $2,849,2532021Assets 2022: $2,484,360Liabilities 2022: $22,266Net Assets 2022: $2,462,0942022Assets 2023: $2,427,822Liabilities 2023: $11,608Net Assets 2023: $2,416,2142023Assets 2024: $2,604,276Liabilities 2024: $22,283Net Assets 2024: $2,581,9932024

Highlighted filing

2020

Assets$2,830,002
Liabilities$57,199
Net Assets$2,772,803
Open 2020 Filing

Operations Trend

Revenue Growth73rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2016: $267,212Expenses 2016: $268,244Net Income 2016: -$1,0322016Revenue 2017: $545,494Expenses 2017: $319,735Net Income 2017: $225,7592017Revenue 2018: $378,062Expenses 2018: $329,422Net Income 2018: $48,6402018Revenue 2019: $979,895Expenses 2019: $418,084Net Income 2019: $561,8112019Revenue 2020: $1,151,342Expenses 2020: $478,705Net Income 2020: $672,6372020Revenue 2021: $640,145Expenses 2021: $498,763Net Income 2021: $141,3822021Revenue 2022: $378,801Expenses 2022: $619,473Net Income 2022: -$240,6722022Revenue 2023: $665,213Expenses 2023: $508,387Net Income 2023: $156,8262023Revenue 2024: $732,222Expenses 2024: $635,609Net Income 2024: $96,6132024

Highlighted filing

2020

Revenue$1,151,342
Expenses$478,705
Net Income$672,637
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 14, 2021
Return Version
2020v4.0
Gross Receipts
$2,057,580
Mission and Program Overview

Mission

We inspire innovation in the arts and sciences by advancing the ideas of w.s. Merwin - his life, work, house and palm forest - as fearless and graceful examples of the power of imagination and renewal.

We inspire innovation in the arts and sciences by advancing the ideas of W.S. Merwin - his life, work, house and palm forest - as fearless and graceful examples of the power of imagination and renewal. To fulfill this mission, the Conservancy maintains the house and palm forest as a place of stillness and reflection for retreat, study, and contemplation through a residency program for creative visionaries and thought leaders from Hawaii and across the world. We engage both local and global communities through our Green Room literary and environmental salon series, through dynamic multimedia storytelling projects, and through innovative collaborations with various artistic, scientific and educational leaders and institutions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,046,538$1,488,593▲ $442,055
Pledges and Grants Receivable-$493,795-
Land, Buildings, and Equipment, Net$503$447,711▲ $447,208
Cash and Non-Interest-Bearing Accounts$383,557$396,532▲ $12,975
Prepaid Expenses and Deferred Charges$3,504$3,371▼ $133
Total Assets$1,434,102$2,830,002▲ $1,395,900
Liabilities
Grants Payable$0$50,000▲ $50,000
Accounts Payable and Accrued Expenses$2,604$7,199▲ $4,595
Total Liabilities$2,604$57,199▲ $54,595
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$923,354$1,519,854▲ $596,500
Net Assets With Donor Restrictions$508,144$1,252,949▲ $744,805
Total Net Assets Fund Balance$1,431,498$2,772,803▲ $1,341,305
Total Liabilities and Net Assets / Fund Balance$1,434,102$2,830,002▲ $1,395,900

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$440,176$9,824$0
Other Land Buildings$0$0$0
Land$0-$0
Equipment$7,535$2,345$0
Leasehold Improvements$0$0$0

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$1,276,040$133,716▲ $188,803$0$1,598,559
2019$1,003,668$130,000▲ $142,372$0$1,276,040
2018$703,955$334,024▼ $34,311$0$1,003,668
2017$0$703,955→ $0$0$703,955
2016$0$0→ $0$0$0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Sonnet K CogginsExecutive DirectorFT$121,812$121,812

Board Members and Trustees

NameTitle
Matt SchwartzPresident
Mary LockVice President
Robert BeckerVice President
Anne SwayneDirector
Brynn FosterDirector
Catherine St GermansDirector
Donna HowardDirector
Jonathan WellsDirector
Michael MooreDirector
Michael WiegersDirector
Amber MakaiauAssistant Secretary
Susan KeanSecretary
Jan ElliottTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$958,416
Program Service Revenue
$0
Investment Income
$188,840
Other Revenue
$4,086
All Other Contributions
$897,806
Change in Net Assets
$672,637

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$450,000appraisal
Securities Publicly Traded1$49,649stock value
Total Noncash Contributions2$499,649-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$252,819
Other Expenses$225,886
Total Fundraising Expense$154,105
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$30,453$37,762$53,597$121,812
Other Salaries and Wages$24,144$29,939$42,494$96,577
Payroll Taxes$8,343$10,346$14,684$33,373
Fees for Services Other$18,094$500-$18,594
Fees for Services Accounting$4,634$5,746$8,155$18,535
Fees for Services Legal$15,854--$15,854
Depreciation Depletion$9,824--$9,824
Occupancy$1,765$2,188$3,106$7,059
Office Expenses$1,724$2,139$3,036$6,899
Insurance$1,299$1,610$2,285$5,194
Other Expenses$720$893$1,268$2,881
Information Technology$588$729$1,035$2,352
Advertising$514$637$905$2,056
Travel$430$534$758$1,722
Other Employee Benefits$264$328$465$1,057
Conferences and Meetings$59$70$101$230
Total Functional Expenses$229,979$94,621$154,105$478,705
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Garden of Verses$51,175$41,025$10,363$30,662
Total Events$51,175$41,025$10,363$30,662
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Other officer compensation reviewed
Yes
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

“A copy of the draft 990 is distributed to the board for review prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Prior to bringing any matter to the board, the executive director reviews the matter to identify any existing conflicts. Subsequently, the executive director will bring a matter to the board to be voted on or to be resolved by a decision. The board then requests that any member with any conflict of interest to recuse themselves from voting.”

Form 990, Part VI, Section B, Line 15

“The board utilizes the services of maui non-profit executive directors association to calibrate director salaries prior to hire.”

Form 990, Part VI, Section C, Line 19

“All governing documents for the organization are available upon request.”

Filing and Contact Details

Filer

Filer Name
Merwin Conservancy Inc
EIN
47-4653401
Phone
8085798876
Address
PO BOX 809, HAIKU, HI 96708

Signing Officer

Name
Sonnet Coggins
Title
Executive Director
Phone
8085798876
Signed
2021-11-14

Organization Details

Principal Officer
Sonnet K Coggins
Formed
2016
Legal Domicile
Hi
Voting Board Members
13
Independent Board Members
13
Employees
4
Volunteers
1
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 1

“The organization has routinely kept its books on an accrual basis. Prior reporting as cash basis appears to have been an oversight, not caught until now.”

Financial Statement Notes

Schedule D, Part V, Line 4

“Endowment funds are intended for the ongoing maintenance of the Palm Garden and Merwin House. Funds will not be drawn upon until the corpus reaches $2M, and then interest earned may be released for maintenance as determined necessary and appropriate by the Board.”

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IRS990/MissionDesc0We further W.S. Merwin's legacy - sharing his poetry, palm garden and home as fearless and graceful examples of what is possible when we envision new ways of being, and enact our care for the world. In this special place we cultivate the conditions for imaginations to thrive, sharing a place that is significant both in terms of its botanical diversity, and as a living, evolving expression of the imagination.
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IRS990/ProgSrvcAccomActy2Grp/Desc0ART & ECOLOGY IN-PERSON & ONLINE PRORAMMING: In 2020, the Merwin Conservancy staff planned, organized and held two in-person events as part of our Arts & Ecology Speaker Series. Both events-one on Maui and one on Oahu-featured U.S. Poet Laureate, Joy Harjo, on the islands of Maui and O'ahu. These events were sold out, filling venues with a combined capacity accommodating 530 guests. This event's overall revenue was bolstered by a corporate sponsorship from Aqua Aston Hospitality, and a patrons program, through which individual donors provided additional support of the series. Other in-person events planned in 2020 were cancelled due to Covid restrictions. However, the Conservancy pivoted to offer new online programming with the creation of The Sitting Room, a video installation made in collaboration with artists Susannah Sayler and Edward Morris. The Sitting Room transports visitors to W.S. Merwin's meditation dojo and garden shed deep in the palm forest.
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IRS990/ProgSrvcAccomActy3Grp/Desc0INTEPRETIVE PLANNING: In 2020, the Merwin Conservancy retained the services of an experienced nonprofit planning consultant in order to undertake an inclusive interpretive planning process. TMC engaged more than one hundred community members in discussions to help shape our programmatic vision. The process was originally designed to engage stakeholders by way of a series of in-person community conversations and interviews. However, due to Covid restrictions, we re-designed the process to engage participants online. Over the course of the year, we conducted fifteen group conversations and oral history interviews, generating in-depth feedback to inform our growth.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0CONDUCTED KEY REPAIRS & INITIATED RESTORATION OF THE MERWINS' HOME: As we became stewards of the property, we began repairs to the two-story home, which is approximately 40 years old, in anticipation of using the home as the site of future arts and ecology programming.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1ASSUMED STEWARDSHIP OF CONSERVATION LAND: In 2020, The Merwin Conservancy became the caretakers of the historic Merwin property, which includes the palm collection across 18.8 acres. We ensured the health of the palm collection and of a diverse range of other trees and plants in accordance with the Conservation Easement drafted by W.S. Merwin, and held by the Hawaii Land Trust.
IRS990/ProgSrvcAccomActyOtherGrp/Desc2PERPETUATION OF W.S. MERWIN'S POETIC LEGACY THROUGH BOOK SALES AND INITIATIVES: At Green Room Arts and Ecology events, we conduct sales of W.S. Merwin's publications by way of a pop-up bookshop. We also incorporate Merwin's publications into some of our regular fundraising appeals, and disseminate books as part of donor stewardship.
IRS990/ProgSrvcAccomActyOtherGrp/Desc3GROVE PLANTING: In early 2020, after the property transferred to the Conservancy, our staff and board led a participatory on-site program which engaged supporters in the planting of a special memorial palm grove of xx tree, over the course of three engagements. These programs included native Hawaiian opening protocols, planting instruction, and a catered lunch to follow.
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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,830,002
Liabilities
$57,199
Net assets
$2,772,803
Revenue
$1,151,342
Expenses
$478,705
Net income
$672,637
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.60$0.02$2.58$0.73$0.64$0.10
2023Detailed filing. Detailed filing data is available for this year.$2.43$0.01$2.42$0.67$0.51$0.16
2022Detailed filing. Detailed filing data is available for this year.$2.48$0.02$2.46$0.38$0.62$0.24
2021Detailed filing. Detailed filing data is available for this year.$2.86$0.01$2.85$0.64$0.50$0.14
2020Detailed filing. Detailed filing data is available for this year.$2.83$0.06$2.77$1.15$0.48$0.67
2019Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.98$0.42$0.56
2018Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.38$0.33$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.55$0.32$0.23
2016Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.27$0.27$0.00