Civic Intelligence

Central Virginia Battlefields Trust Inc.

990 • Fiscal year 2018 • EIN 54-1828344

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 14, 2019

PO Box 3417Fredericksburg, VA 22402

(540) 374-0900

Siviq Scores

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

Liabilities / Assets

24th percentile

0.04x

Higher debt load relative to assets than 24% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

88th percentile

2.14x

Higher debt load relative to revenue than 88% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

72nd percentile

14%

Higher net margin than 72% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

14th percentile

$52,524

Higher top officer pay than 14% of similar nonprofits.

Top officer pay equals 25.4% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

59th percentile

4.4%

Faster asset growth than 59% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

23rd percentile

-6.2%

Faster revenue growth than 23% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Assets

Up

$10,690,379

Up $448,968 (+4.4%) from 2017

Net Assets

Up

$10,249,255

Up $28,052 (+0.3%) from 2017

Liabilities

Up

$441,124

Up $420,916 (+2083%) from 2017

Revenue

Down

$206,495

Down $13,611 (-6.2%) from 2017

Expenses

Up

$178,443

Up $3,962 (+2.3%) from 2017

Net Income

Down

$28,052

Down $17,573 (-39%) from 2017

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2010: $7,437,665Liabilities 2010: $412,152Net Assets 2010: $7,025,5132010Assets 2011: $7,393,619Liabilities 2011: $116,046Net Assets 2011: $7,277,5732011Assets 2012: $8,551,714Liabilities 2012: $687,414Net Assets 2012: $7,864,3002012Assets 2013: $8,797,039Liabilities 2013: $13,096Net Assets 2013: $8,783,9432013Assets 2014: $8,878,934Liabilities 2014: $13,197Net Assets 2014: $8,865,7372014Assets 2015: $9,269,892Liabilities 2015: $14,466Net Assets 2015: $9,255,4262015Assets 2016: $10,177,054Liabilities 2016: $1,476Net Assets 2016: $10,175,5782016Assets 2017: $10,241,411Liabilities 2017: $20,208Net Assets 2017: $10,221,2032017Assets 2018: $10,690,379Liabilities 2018: $441,124Net Assets 2018: $10,249,2552018Assets 2019: $7,095,580Liabilities 2019: $421,448Net Assets 2019: $6,674,1322019Assets 2020: $7,028,188Liabilities 2020: $269,850Net Assets 2020: $6,758,3382020Assets 2021: $8,587,369Liabilities 2021: $582,031Net Assets 2021: $8,005,3382021Assets 2022: $9,399,437Liabilities 2022: $792,661Net Assets 2022: $8,606,7762022Assets 2023: $9,025,431Liabilities 2023: $517,836Net Assets 2023: $8,507,5952023Assets 2024: $8,916,578Liabilities 2024: $284,836Net Assets 2024: $8,631,7422024

Highlighted filing

2018

Assets$10,690,379
Liabilities$441,124
Net Assets$10,249,255

Operations Trend

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2010: $556,742Expenses 2010: $93,350Net Income 2010: $463,3922010Revenue 2011: $337,976Expenses 2011: $85,916Net Income 2011: $252,0602011Revenue 2012: $670,640Expenses 2012: $83,913Net Income 2012: $586,7272012Revenue 2013: $1,014,462Expenses 2013: $94,819Net Income 2013: $919,6432013Revenue 2014: $175,335Expenses 2014: $93,541Net Income 2014: $81,7942014Revenue 2015: $504,395Expenses 2015: $114,706Net Income 2015: $389,6892015Revenue 2016: $1,075,045Expenses 2016: $154,893Net Income 2016: $920,1522016Revenue 2017: $220,106Expenses 2017: $174,481Net Income 2017: $45,6252017Revenue 2018: $206,495Expenses 2018: $178,443Net Income 2018: $28,0522018Revenue 2019: $123,159Expenses 2019: $3,694,132Net Income 2019: -$3,570,9732019Revenue 2020: $315,183Expenses 2020: $230,977Net Income 2020: $84,2062020Revenue 2021: $1,537,054Expenses 2021: $243,092Net Income 2021: $1,293,9622021Revenue 2022: $863,468Expenses 2022: $262,030Net Income 2022: $601,4382022Revenue 2023: $261,071Expenses 2023: $360,252Net Income 2023: -$99,1812023Revenue 2024: $499,574Expenses 2024: $370,510Net Income 2024: $129,0642024

Highlighted filing

2018

Revenue$206,495
Expenses$178,443
Net Income$28,052
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$206,495
Mission and Program Overview

Mission

To protect american civil war battlefields and historic sites in the central virginia region through acquisitions and other strategies.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$9,692,801$10,349,821▲ $657,020
Savings and Temporary Cash Investments$464,012$269,145▼ $194,867
Pledges and Grants Receivable$14,904$2,490▼ $12,414
Cash and Non-Interest-Bearing Accounts-$-1-
Total Assets$10,241,411$10,690,379▲ $448,968
Other Assets Total$69,694$68,924▼ $770
Liabilities
Mortgage Notes Payable Secured by Investment Property-$415,000-
Accounts Payable and Accrued Expenses$18,970$24,645▲ $5,675
Other Liabilities$1,238$1,479▲ $241
Total Liabilities$20,208$441,124▲ $420,916
Net Assets / Fund Balance
Unrestricted Net Assets$10,221,203$10,249,255▲ $28,052
Total Net Assets Fund Balance$10,221,203$10,249,255▲ $28,052
Total Liabilities and Net Assets / Fund Balance$10,241,411$10,690,379▲ $448,968

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,438$11,080$12,518
Land$10,348,383--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Elizabeth HeffernanExecutive DirectorFT$52,524$52,524

Board Members and Trustees

NameTitle
Tom Van WinklePresident
Peter KolakowskiDirector/vice-president
Bradley GottfriedDirector
Charles McdanielDirector
Chris MackowskiDirector
Edward J GillisDirector
Eric PowellDirector
Eric WittenbergDirector
Jack BlalockDirector
James PatesDirector
John McmanusDirector
Linda WandresDirector
Mike GreenfieldDirector
Paul ScottDirector
Robert HodgeDirector
Lloyd HarrisonDirector/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$203,195
Program Service Revenue
$0
Investment Income
$1,177
Other Revenue
$2,123
All Other Contributions
$174,340
Change in Net Assets
$28,052

Audited Revenue Reconciliation

Revenue per Audited Statements
$206,495
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$27,500
Total Revenue per Audited Statements
$233,995
Total Revenue per Form 990
$206,495
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$100,738
Salaries, Compensation, and Employee Benefits$77,705
Total Fundraising Expense$10,930
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$44,646$2,626$5,252$52,524
Other Salaries and Wages$16,710$983$1,966$19,659
Fees for Services Accounting-$19,455-$19,455
All Other Expenses$16,099$1,061$1,575$18,735
Office Expenses$4,935$657$986$6,578
Other Expenses$5,841--$5,841
Payroll Taxes$4,694$276$552$5,522
Advertising-$3,597-$3,597
Insurance$1,980$265$396$2,641
Conferences and Meetings$1,521--$1,521
Depreciation Depletion$1,017$136$203$1,356
Fees for Services Legal$112--$112
Total Functional Expenses$138,457$29,056$10,930$178,443

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$205,943
Expenses per Audited Statements$178,443
Total Expenses per Form 990$178,443
Expenses Not Reported on Form 990$27,500
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
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$1,479
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The trust has members who pay dues.

Form 990, Part VI, Section A, Line 7A

The members of the trust elect at least 50% of the members of the board of directors at its annual meeting.

Form 990, Part VI, Section A, Line 8B

The trust does not have committees who meet regularly.

Form 990, Part VI, Section B, Line 11B

The officers of the board will review the tax return.

Form 990, Part VI, Section B, Line 15A

The board evaluated the executive director and approved compensation.

Form 990, Part VI, Section C, Line 19

The trust will make all documents, policies and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Central Virginia Battlefields Trustinc
EIN
54-1828344
Phone
5403740900
Address
PO BOX 3417, FREDERICKSBURG, VA 22402

Signing Officer

Name
Peter R Kolakowski
Title
Vice President
Phone
5403740900
Signed
2019-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lloyd Harrison
Formed
1996
Legal Domicile
Va
Voting Board Members
14
Independent Board Members
13
Employees
2
Volunteers
49

Preparer

Firm
Bishop Farmer & Co Llp
Address
1207 CHARLES STREET, FREDERICKSBURG, VA 22401
Preparer
Harry D Dickinson
Phone
5403738973
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Property taxes: program service expenses 5,810. Management and general expenses 0. Fundraising expenses 0. Total expenses 5,810. Website expense: program service expenses 3,591. Management and general expenses 0. Fundraising expenses 1,197. Total expenses 4,788. Postage and delivery: program service expenses 2,930. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,930. Telephone: program service expenses 1,551. Management and general expenses 207. Fundraising expenses 310. Total expenses 2,068. Internships: program service expenses 1,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,000. Youth service day: program service expenses 826. Management and general expenses 0. Fundraising expenses 0. Total expenses 826. Finance charges: program service expenses 0. Management and general expenses 809. Fundraising expenses 0. Total expenses 809. Licenses and fees: program service expenses 341. Management and general expenses 45. Fundraising expenses 68. Total expenses 454. Land acquisition costs: program service expenses 50. Management and general expenses 0. Fundraising expenses 0. Total expenses 50.

Financial Statement Notes

PART II, LINE 9:

The trust holds conservation easements (to preserve open space) on four parcels of land. The trust reports these easements in a footnote to the financial statements.

PART X, LINE 2:

The trust adopted the provisions of accounting standards regarding uncertainty in income tax positions, however, management does not believe it is exposed to any such positions as they are defined in the accounting standards. The trust files irs form 990, return of organization exempt from income tax annually and irs form 990-t, exempt organization business income tax return, when necessary.

Raw XML AppendixShowing 400 of 496 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt13PRESIDENT
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IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0206495
IRS990/GrossRentsGrp/RealAmt0500
IRS990/GrossSalesOfInventoryAmt01223
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt0396
IRS990/InsuranceGrp/ManagementAndGeneralAmt0265
IRS990/InsuranceGrp/ProgramServicesAmt01980
IRS990/InsuranceGrp/TotalAmt02641
IRS990/InvestmentIncomeGrp/ExclusionAmt01177
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01177
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt011080
IRS990/LandBldgEquipBasisNetGrp/BOYAmt09692801
IRS990/LandBldgEquipBasisNetGrp/EOYAmt010349821
IRS990/LandBldgEquipCostOrOtherBssAmt010360901
IRS990/LegalDomicileStateCd0VA
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt028855
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROTECT AMERICAN CIVIL WAR BATTLEFIELDS AND HISTORIC SITES IN THE CENTRAL VIRGINIA REGION THROUGH ACQUISITIONS AND OTHER STRATEGIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0415000
IRS990/NetAssetsOrFundBalancesBOYAmt010221203
IRS990/NetAssetsOrFundBalancesEOYAmt010249255
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt01223
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt01223
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0500
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0500
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt0986
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0657
IRS990/OfficeExpensesGrp/ProgramServicesAmt04935
IRS990/OfficeExpensesGrp/TotalAmt06578
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt069694
IRS990/OtherAssetsTotalGrp/EOYAmt068924
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ANNUAL MEETINGS
IRS990/OtherExpensesGrp/Desc1PRINTING AND PRODUCTION
IRS990/OtherExpensesGrp/Desc2PROPERTY MAINTENANCE
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/ProgramServicesAmt017305
IRS990/OtherExpensesGrp/ProgramServicesAmt114263
IRS990/OtherExpensesGrp/ProgramServicesAmt29334
IRS990/OtherExpensesGrp/ProgramServicesAmt35841
IRS990/OtherExpensesGrp/TotalAmt017305
IRS990/OtherExpensesGrp/TotalAmt114263
IRS990/OtherExpensesGrp/TotalAmt29334
IRS990/OtherExpensesGrp/TotalAmt35841
IRS990/OtherLiabilitiesGrp/BOYAmt01238
IRS990/OtherLiabilitiesGrp/EOYAmt01479
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0400
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0400
IRS990/OtherRevenueTotalAmt0400
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt01966
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0983
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt016710
IRS990/OtherSalariesAndWagesGrp/TotalAmt019659
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0552
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0276
IRS990/PayrollTaxesGrp/ProgramServicesAmt04694
IRS990/PayrollTaxesGrp/TotalAmt05522
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt014904
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt02490
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LLOYD HARRISON
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0222725
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01023
IRS990/PYOtherExpensesAmt0103987
IRS990/PYOtherRevenueAmt0-3642
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt045625
IRS990/PYSalariesCompEmpBnftPaidAmt070494
IRS990/PYTotalExpensesAmt0174481
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0220106
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt028052
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0500
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0464012
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0269145
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0203696
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0222725
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01083629
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0510107
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0177826
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02197983
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01177
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01023
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02103
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02213
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02546
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt09062
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.50580
IRS990ScheduleA/PublicSupportPY170Pct00.64830
IRS990ScheduleA/PublicSupportTotal170Amt01116265
IRS990ScheduleA/SubstantialContributorsTotAmt01081718
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0203696
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0222725
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01083629
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0510107
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0177826
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02197983
IRS990ScheduleA/TotalSupportAmt02207045
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt027500
IRS990ScheduleD/DonatedServicesUseFcltsAmt027500
IRS990ScheduleD/EquipmentGrp/BookValueAmt01438
IRS990ScheduleD/EquipmentGrp/DepreciationAmt011080
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt012518
IRS990ScheduleD/ExpensesNotReportedAmt027500
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0178443
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt010348383
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt010348383
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01479
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL LIABILITIES
IRS990ScheduleD/PreservationOpenSpaceInd0X
IRS990ScheduleD/RevenueNotReportedAmt027500
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0206495
IRS990ScheduleD/StatesEasementsHeldCnt01
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST HOLDS CONSERVATION EASEMENTS (TO PRESERVE OPEN SPACE) ON FOUR PARCELS OF LAND. THE TRUST REPORTS THESE EASEMENTS IN A FOOTNOTE TO THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE TRUST ADOPTED THE PROVISIONS OF ACCOUNTING STANDARDS REGARDING UNCERTAINTY IN INCOME TAX POSITIONS, HOWEVER, MANAGEMENT DOES NOT BELIEVE IT IS EXPOSED TO ANY SUCH POSITIONS AS THEY ARE DEFINED IN THE ACCOUNTING STANDARDS. THE TRUST FILES IRS FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX ANNUALLY AND IRS FORM 990-T, EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN, WHEN NECESSARY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART II, LINE 9:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt010349821
IRS990ScheduleD/TotalExpensesPerForm990Amt0178443
IRS990ScheduleD/TotalLiabilityAmt01479
IRS990ScheduleD/TotalRevenuePerForm990Amt0206495
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0233995
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0205943
IRS990ScheduleD/WrittenPolicyMonitoringInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUST HAS MEMBERS WHO PAY DUES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MEMBERS OF THE TRUST ELECT AT LEAST 50% OF THE MEMBERS OF THE BOARD OF DIRECTORS AT ITS ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUST DOES NOT HAVE COMMITTEES WHO MEET REGULARLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE OFFICERS OF THE BOARD WILL REVIEW THE TAX RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD EVALUATED THE EXECUTIVE DIRECTOR AND APPROVED COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE TRUST WILL MAKE ALL DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PROPERTY TAXES: PROGRAM SERVICE EXPENSES 5,810. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,810. WEBSITE EXPENSE: PROGRAM SERVICE EXPENSES 3,591. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 1,197. TOTAL EXPENSES 4,788. POSTAGE AND DELIVERY: PROGRAM SERVICE EXPENSES 2,930. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,930. TELEPHONE: PROGRAM SERVICE EXPENSES 1,551. MANAGEMENT AND GENERAL EXPENSES 207. FUNDRAISING EXPENSES 310. TOTAL EXPENSES 2,068. INTERNSHIPS: PROGRAM SERVICE EXPENSES 1,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,000. YOUTH SERVICE DAY: PROGRAM SERVICE EXPENSES 826. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 826. FINANCE CHARGES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 809. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 809. LICENSES AND FEES: PROGRAM SERVICE EXPENSES 341. MANAGEMENT AND GENERAL EXPENSES 45. FUNDRAISING EXPENSES 68. TOTAL EXPENSES 454. LAND ACQUISITION COSTS: PROGRAM SERVICE EXPENSES 50. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 50.

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.92$0.28$8.63$0.50$0.37$0.13
2023Detailed filing. Detailed filing data is available for this year.$9.03$0.52$8.51$0.26$0.36$0.10
2022Detailed filing. Detailed filing data is available for this year.$9.40$0.79$8.61$0.86$0.26$0.60
2021Detailed filing. Detailed filing data is available for this year.$8.59$0.58$8.01$1.54$0.24$1.29
2020Detailed filing. Detailed filing data is available for this year.$7.03$0.27$6.76$0.32$0.23$0.08
2019Detailed filing. Detailed filing data is available for this year.$7.10$0.42$6.67$0.12$3.69$3.57
2018Detailed filing. Detailed filing data is available for this year.$10.7$0.44$10.2$0.21$0.18$0.03
2017Detailed filing. Detailed filing data is available for this year.$10.2$0.02$10.2$0.22$0.17$0.05
2016Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$1.08$0.15$0.92
2015Detailed filing. Detailed filing data is available for this year.$9.27$0.01$9.26$0.50$0.11$0.39
2014Detailed filing. Detailed filing data is available for this year.$8.88$0.01$8.87$0.18$0.09$0.08
2013Detailed filing. Detailed filing data is available for this year.$8.80$0.01$8.78$1.01$0.09$0.92
2012Summary only. Only limited summary data is available for this year.$8.55$0.69$7.86$0.67$0.08$0.59
2011Summary only. Only limited summary data is available for this year.$7.39$0.12$7.28$0.34$0.09$0.25
2010Summary only. Only limited summary data is available for this year.$7.44$0.41$7.03$0.56$0.09$0.46