Civic Intelligence

The Merwin Conservancy Inc

990 • Fiscal year 2021 • EIN 47-4653401

Jan 01, 2021 to Dec 31, 2021 • Filed on Sep 22, 2022

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

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

31st percentile

0.02x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

65th percentile

22%

Higher net margin than 65% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

79th percentile

$125,000

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 19.5% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

30th percentile

1.2%

Faster asset growth than 30% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

6th percentile

-44%

Faster revenue growth than 6% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$2,863,200

Up $33,198 (+1.2%) from 2020

Net Assets

Up

$2,849,253

Up $76,450 (+2.8%) from 2020

Liabilities

Down

$13,947

Down $43,252 (-76%) from 2020

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin65th percentile

Revenue

Down

$640,145

Down $511,197 (-44%) from 2020

Expenses

Up

$498,763

Up $20,058 (+4.2%) from 2020

Net Income

Down

$141,382

Down $531,255 (-79%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth30th 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

2021

Assets$2,863,200
Liabilities$13,947
Net Assets$2,849,253
Open 2021 Filing

Operations Trend

Revenue Growth6th 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

2021

Revenue$640,145
Expenses$498,763
Net Income$141,382
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 22, 2022
Return Version
2021v4.0
Gross Receipts
$640,145
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. Please see full Mission Statement on Schedule O. ............................................................ MISSION STATEMENT: 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$1,488,593$1,583,663▲ $95,070
Land, Buildings, and Equipment, Net$447,711$521,708▲ $73,997
Cash and Non-Interest-Bearing Accounts$396,532$372,250▼ $24,282
Pledges and Grants Receivable$493,795$370,475▼ $123,320
Accounts Receivable-$13,701-
Prepaid Expenses and Deferred Charges$3,371$1,403▼ $1,968
Total Assets$2,830,002$2,863,200▲ $33,198
Liabilities
Grants Payable$50,000--
Accounts Payable and Accrued Expenses$7,199$13,947▲ $6,748
Total Liabilities$57,199$13,947▼ $43,252
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,252,949$2,019,621▲ $766,672
Net Assets Without Donor Restrictions$1,519,854$829,632▼ $690,222
Total Net Assets Fund Balance$2,772,803$2,849,253▲ $76,450
Total Liabilities and Net Assets / Fund Balance$2,830,002$2,863,200▲ $33,198

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$514,173$21,049$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
2021$1,598,559$0▲ $35,104$0$1,633,663
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
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Sonnet K CogginsExecutive DirectorFT$125,000$125,000

Board Members and Trustees

NameTitle
Robert BeckerPresident
Amber Strong MakaiauVice President
Richard AndrewsVice President
Catherine St GermainsDirector
Donna HowardDirector
Gabby Ahuli'i Ferreira HoltDirector
Gary Paul NabhanDirector
Jeanne HerbertDirector
Jocelyn Romero DemirbagDirector
Jonathan WellsDirector
Mark HamiltonDirector
Matthew Carlos SchwartzDirector
Michael WiegersDirector
Severine von Tcharner FlemingDirector
Vilsoni HerenikoDirector
Michael MooreAssistant Secretary
Mary LockAssistant Treasurer
Susan Conway KeanSecretary
James PickrelTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$589,953
Program Service Revenue
$0
Investment Income
$50,192
Other Revenue
$0
All Other Contributions
$494,681
Change in Net Assets
$141,382
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$290,609
Other Expenses$208,154
Total Fundraising Expense$155,672
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$28,932$47,343$55,234$131,509
Current Officers, Directors, Trustees, and Key Employees$27,500$45,000$52,500$125,000
Payroll Taxes$7,260$11,880$13,860$33,000
Fees for Services Other$20,415$0$760$21,175
Other Expenses$0$0$14,519$14,519
Fees for Service Investment Mgmnt Fees-$14,288-$14,288
Occupancy$6,928$2,522$2,943$12,393
Depreciation Depletion$11,225--$11,225
Advertising-$703$6,612$7,315
Fees for Services Accounting-$5,637-$5,637
Office Expenses$1,161$1,900$2,217$5,278
Fees for Services Legal$688$688$0$1,376
Other Employee Benefits$242$396$462$1,100
Travel$286$286-$572
Conferences and Meetings$216--$216
Total Functional Expenses$208,882$134,209$155,672$498,763
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
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 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 vote on or to be resolved by a decision. The Board then requests that any member with any conflict of interest recuse themselves from voting.”

Form 990, Part VI, Section B, Line 15

“The Board utilized the services of Maui Non-Profit Executive Directors Association to calibrate the Executive Director's salary prior to hire.”

Form 990, Part VI, Section C, Line 18

“The organization's 990 is always available upon request.”

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
The 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
2022-09-22

Organization Details

Principal Officer
Sonnet Coggins
Formed
2016
Legal Domicile
Hi
Voting Board Members
19
Independent Board Members
19
Employees
4
Volunteers
6
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

“In December 2021, we launched a pilot phase of a multidisciplinary residency program for artists, writers, scientists and researchers, sited in the Merwins' house. As the program develops, it will nurture the creative work of thinkers across disciplines and creative processes who invite us to think anew about human-land relations, and to reimagine the possibilities of our world.”

Form 990, Part XII, Line 1

“The organization has routinely kept its books on an accrual basis. Prior reporting on the 990 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 the interest earned may be released for maintenance as determined necessary and appropriate by the Board.”

Raw XML AppendixShowing 400 of 652 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt07199
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt013947
IRS990/AccountsReceivableGrp/EOYAmt013701
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0We inspire innovation in the arts and sciences by advancing the ideas of W.S. Merwin. Please see full Mission Statement on Schedule O. ............................................................ MISSION STATEMENT: 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.
IRS990/AdvertisingGrp/FundraisingAmt06612
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0703
IRS990/AdvertisingGrp/TotalAmt07315
IRS990/AllOtherContributionsAmt0494681
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0SONNET COGGINS
IRS990/BooksInCareOfDetail/PhoneNum08085798876
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 809
IRS990/BooksInCareOfDetail/USAddress/CityNm0HAIKU
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0HI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd096708
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0396532
IRS990/CashNonInterestBearingGrp/EOYAmt0372250
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt052500
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt045000
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt027500
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0125000
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0216
IRS990/ConferencesMeetingsGrp/TotalAmt0216
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt0500
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0589953
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt050192
IRS990/CYOtherExpensesAmt0208154
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0141382
IRS990/CYSalariesCompEmpBnftPaidAmt0290609
IRS990/CYTotalExpensesAmt0498763
IRS990/CYTotalFundraisingExpenseAmt0155672
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0640145
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt011225
IRS990/DepreciationDepletionGrp/TotalAmt011225
IRS990/Desc0TENDING THE MERWIN PALM TREE COLLECTION: In 2020, the Merwin Conservancy assumed stewardship of the Merwin Palm Tree Collection, employing two contract gardeners to care for, protect, catalog, and report on a diverse collection of palms. The collection is widely considered to be one of the largest and most diverse private palm collections. It is a core tenet of our organization's mission to ensure the ecological integrity of this collection, and to safeguard the health of endangered and threatened species within it.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonatedServicesAndUseFcltsAmt08904
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt01252949
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt02019621
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt04
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0115084
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FederatedCampaignsAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt05637
IRS990/FeesForServicesAccountingGrp/TotalAmt05637
IRS990/FeesForServicesLegalGrp/FundraisingAmt00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0688
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt0688
IRS990/FeesForServicesLegalGrp/TotalAmt01376
IRS990/FeesForServicesOtherGrp/FundraisingAmt0760
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt020415
IRS990/FeesForServicesOtherGrp/TotalAmt021175
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt014288
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt014288
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form1098CFiledInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form8899Filedind00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt160
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt170
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt180
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt190
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt193
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/PersonNm0Sonnet K Coggins
IRS990/Form990PartVIISectionAGrp/PersonNm1Robert Becker
IRS990/Form990PartVIISectionAGrp/PersonNm2Richard Andrews
IRS990/Form990PartVIISectionAGrp/PersonNm3James Pickrel
IRS990/Form990PartVIISectionAGrp/PersonNm4Mary Lock
IRS990/Form990PartVIISectionAGrp/PersonNm5Susan Conway Kean
IRS990/Form990PartVIISectionAGrp/PersonNm6Michael Moore
IRS990/Form990PartVIISectionAGrp/PersonNm7Matthew Carlos Schwartz
IRS990/Form990PartVIISectionAGrp/PersonNm8Jonathan Wells
IRS990/Form990PartVIISectionAGrp/PersonNm9Catherine St Germains
IRS990/Form990PartVIISectionAGrp/PersonNm10Michael Wiegers
IRS990/Form990PartVIISectionAGrp/PersonNm11Donna Howard
IRS990/Form990PartVIISectionAGrp/PersonNm12Jocelyn Romero Demirbag
IRS990/Form990PartVIISectionAGrp/PersonNm13Mark Hamilton
IRS990/Form990PartVIISectionAGrp/PersonNm14Jeanne Herbert
IRS990/Form990PartVIISectionAGrp/PersonNm15Vilsoni Hereniko
IRS990/Form990PartVIISectionAGrp/PersonNm16Gabby Ahuli'i Ferreira Holt
IRS990/Form990PartVIISectionAGrp/PersonNm17Gary Paul Nabhan
IRS990/Form990PartVIISectionAGrp/PersonNm18Severine von Tcharner Fleming
IRS990/Form990PartVIISectionAGrp/PersonNm19Amber Strong Makaiau
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0125000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4ASSISTANT TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6ASSISTANT SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19VICE PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02016
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingAmt0500
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GovernmentGrantsAmt094772
IRS990/GrantAmt00
IRS990/GrantsPayableGrp/BOYAmt050000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0640145
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt050192
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt050192
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01488593
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01583663
IRS990/IRPDocumentCnt016
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt023394
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0447711
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0521708
IRS990/LandBldgEquipCostOrOtherBssAmt0545102
IRS990/LegalDomicileStateCd0HI
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02772803
IRS990/NetAssetsOrFundBalancesEOYAmt02849253
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-73836
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01519854
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0829632
IRS990/NoncashContributionsAmt09054
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt02943
IRS990/OccupancyGrp/ManagementAndGeneralAmt02522
IRS990/OccupancyGrp/ProgramServicesAmt06928
IRS990/OccupancyGrp/TotalAmt012393
IRS990/OfficeExpensesGrp/FundraisingAmt02217
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01900
IRS990/OfficeExpensesGrp/ProgramServicesAmt01161
IRS990/OfficeExpensesGrp/TotalAmt05278
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0462
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0396
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0242
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01100
IRS990/OtherExpensesGrp/Desc0Program Expenses
IRS990/OtherExpensesGrp/Desc1Public Engagement Programs
IRS990/OtherExpensesGrp/Desc2Misc
IRS990/OtherExpensesGrp/Desc3Special Event Expenses
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt26565
IRS990/OtherExpensesGrp/FundraisingAmt314519
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt23566
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt088628
IRS990/OtherExpensesGrp/ProgramServicesAmt113222
IRS990/OtherExpensesGrp/ProgramServicesAmt22179
IRS990/OtherExpensesGrp/ProgramServicesAmt30
IRS990/OtherExpensesGrp/TotalAmt088628
IRS990/OtherExpensesGrp/TotalAmt113222
IRS990/OtherExpensesGrp/TotalAmt212310
IRS990/OtherExpensesGrp/TotalAmt314519
IRS990/OtherInd0X
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt055234
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt047343
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt028932
IRS990/OtherSalariesAndWagesGrp/TotalAmt0131509
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt013860
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt011880
IRS990/PayrollTaxesGrp/ProgramServicesAmt07260
IRS990/PayrollTaxesGrp/TotalAmt033000
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0493795
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0370475
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03371
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01403
IRS990/PrincipalOfficerNm0Sonnet Coggins
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0ARTS AND ECOLOGY VIRTUAL PROGRAMMING. In 2021, The Merwin Conservancy staff planned, organized, and held 4 virtual events as part of our Arts and Ecology Speaker Series, extending the reach of this program around the globe and ensuring that our growing community could engage with compelling content despite COVID-related restrictions on in-person gatherings. The Green Room program featured celebrated poets and writers Joy Harjo in conversation with Imaikalani Kalahele, Dan Talaupapa McMullin, Mahealani Perez-Wendt, Brandy Nalani McDougall, Craig Santos Perez, Lehua M. Taitano, and No'u Revilla, as well as Jericho Brown, Ross Gay and Aimee Nezhukumatathil, and Natalie Diaz. These programs were offered free of charge, though some participants made donations specifically to support the Green Room program.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt014280
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0ETHNOHISTORICAL STUDY & INTERPRETIVE PLANNING: The Merwin Conservancy built on its 2020 Interpretive Planning efforts by conducting an ethnohistorical study of the region where it is located. We undertook this important project in order both to deepen our own understanding of the history of the land we steward, and to thoroughly and effectively plan its future. With this information, we began to develop a vision for the future of the garden and to scope and sequence our growth. We also created new programming based on our learning to engage others with the history of this place.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt035140
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
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/Desc2RESIDENCY PROGRAM: In December 2021, we launched a pilot phase of a multidisciplinary residency program for artists, writers, scientists and researchers, sited in the Merwins' house. During this first phase of the program, residents will be recommended by a nominating committee. While this program is in development, we are active and engaged Emerging Programs members of the Artist Communities Alliance and through this membership are participating in dialogue with a network of residencies around the country and around the world.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt031498
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt14410
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt28470
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,863,200
Liabilities
$13,947
Net assets
$2,849,253
Revenue
$640,145
Expenses
$498,763
Net income
$141,382
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