Civic Intelligence

Daniel Jonathan Stowe Conservancy Inc

990 • Fiscal year 2020 • EIN 56-1676433

Apr 01, 2019 to Mar 31, 2020 • Filed on Feb 09, 2021

Refreshing map…

6500 South New Hope RoadBelmont, NC 28012

(704) 829-1250

Siviq Scores

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

Liabilities / Assets

35th percentile

0.10x

Higher debt load relative to assets than 35% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.33x

Higher debt load relative to revenue than 55% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

13th percentile

-20%

Higher net margin than 13% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$158,340

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 3.9% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

8th percentile

-7.7%

Faster asset growth than 8% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

89th percentile

53%

Faster revenue growth than 89% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Assets

Down

$13,640,571

Down $1,141,168 (-7.7%) from 2019

Net Assets

Down

$12,295,994

Down $851,398 (-6.5%) from 2019

Liabilities

Down

$1,344,577

Down $289,770 (-18%) from 2019

Revenue

Up

$4,015,970

Up $1,398,522 (+53%) from 2019

Expenses

Up

$4,826,488

Up $495,271 (+11%) from 2019

Net Income

Up

-$810,518

Up $903,251 (+53%) from 2019

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2013: $18,129,936Liabilities 2013: $6,322,781Net Assets 2013: $11,807,1552013Assets 2014: $18,360,488Liabilities 2014: $510,832Net Assets 2014: $17,849,6562014Assets 2015: $18,987,283Liabilities 2015: $1,283,616Net Assets 2015: $17,703,6672015Assets 2017: $17,266,099Liabilities 2017: $1,433,203Net Assets 2017: $15,832,8962017Assets 2018: $16,092,109Liabilities 2018: $1,191,917Net Assets 2018: $14,900,1922018Assets 2019: $14,781,739Liabilities 2019: $1,634,347Net Assets 2019: $13,147,3922019Assets 2020: $13,640,571Liabilities 2020: $1,344,577Net Assets 2020: $12,295,9942020Assets 2021: $13,066,135Liabilities 2021: $1,395,100Net Assets 2021: $11,671,0352021Assets 2022: $11,088,195Liabilities 2022: $1,255,537Net Assets 2022: $9,832,6582022Assets 2023: $9,932,610Liabilities 2023: $1,079,259Net Assets 2023: $8,853,3512023Assets 2024: $9,337,285Liabilities 2024: $1,426,047Net Assets 2024: $7,911,2382024Assets 2025: $10,025,025Liabilities 2025: $1,324,537Net Assets 2025: $8,700,4882025

Highlighted filing

2020

Assets$13,640,571
Liabilities$1,344,577
Net Assets$12,295,994

Operations Trend

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

$10M$5.0M$0-$5.0MExpenses 2013: $3,422,5282013Revenue 2014: $8,946,663Expenses 2014: $2,904,162Net Income 2014: $6,042,5012014Revenue 2015: $3,008,924Expenses 2015: $3,623,666Net Income 2015: -$614,7422015Revenue 2017: $2,808,469Expenses 2017: $4,127,840Net Income 2017: -$1,319,3712017Revenue 2018: $3,718,762Expenses 2018: $4,651,466Net Income 2018: -$932,7042018Revenue 2019: $2,617,448Expenses 2019: $4,331,217Net Income 2019: -$1,713,7692019Revenue 2020: $4,015,970Expenses 2020: $4,826,488Net Income 2020: -$810,5182020Revenue 2021: $2,121,050Expenses 2021: $2,790,735Net Income 2021: -$669,6852021Revenue 2022: $2,419,490Expenses 2022: $4,257,867Net Income 2022: -$1,838,3772022Revenue 2023: $3,413,804Expenses 2023: $4,384,972Net Income 2023: -$971,1682023Revenue 2024: $3,663,198Expenses 2024: $4,621,466Net Income 2024: -$958,2682024Revenue 2025: $5,855,609Expenses 2025: $5,069,215Net Income 2025: $786,3942025

Highlighted filing

2020

Revenue$4,015,970
Expenses$4,826,488
Net Income-$810,518
Jump To
Filing Snapshot
Filing Period
Apr 1, 2019 to Mar 31, 2020
Signed
Feb 9, 2021
Return Version
2019v5.0
Gross Receipts
$4,172,590
Mission and Program Overview

Mission

To create an inspiring, unforgettable garden experience that instills a love of nature and its beauty.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$13,239,368$11,963,809▼ $1,275,559
Pledges and Grants Receivable$66,210$534,094▲ $467,884
Inventories for Sale or Use$139,050$191,158▲ $52,108
Investments Other Securities$189,215$126,553▼ $62,662
Cash and Non-Interest-Bearing Accounts$114,175$95,796▼ $18,379
Prepaid Expenses and Deferred Charges$275,166$49,570▼ $225,596
Total Assets$14,781,739$13,640,571▼ $1,141,168
Other Assets Total$758,555$679,591▼ $78,964
Liabilities
Accounts Payable and Accrued Expenses$958,192$783,183▼ $175,009
Mortgage Notes Payable Secured by Investment Property$676,155$561,394▼ $114,761
Total Liabilities$1,634,347$1,344,577▼ $289,770
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$13,044,293$11,753,592▼ $1,290,701
Net Assets With Donor Restrictions$103,099$542,402▲ $439,303
Total Net Assets Fund Balance$13,147,392$12,295,994▼ $851,398
Total Liabilities and Net Assets / Fund Balance$14,781,739$13,640,571▼ $1,141,168

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,219,961$10,241,592$16,461,553
Other Land Buildings$4,198,424$8,402,562$12,600,986
Leasehold Improvements$1,094,081$2,078,768$3,172,849
Equipment$54,628$1,250,739$1,305,367
Land$396,716-$396,716

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$189,215$50,000▼ $11,787$100,875$126,553
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Patrick LarkinExecutive DiFT$158,340$158,340
Patrick LarkinExecutive Director-$158,340$158,340
Michelle SpreitzerDirector of DeveFT$114,538$114,538

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$2,408,149
Program Service Revenue
$1,046,871
Investment Income
$0
Other Revenue
$560,950
All Other Contributions
$1,971,962
Change in Net Assets
$-810,518

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,015,970
Total Revenue per Audited Statements
$4,015,970
Total Revenue per Form 990
$4,015,970
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,319,051
Salaries, Compensation, and Employee Benefits$1,507,437
Total Fundraising Expense$369,290
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$1,543,335$4,446-$1,547,781
Other Salaries and Wages$688,907$441,697$178,551$1,309,155
Fees for Services Other$634,552$48,426$10,278$693,256
Advertising$133,249$115,589$129,927$378,765
Occupancy$142,793$8,999$530$152,322
Information Technology$38,546$105,099$945$144,590
Other Employee Benefits$48,334$33,424$19,487$101,245
Payroll Taxes$52,051$31,925$13,061$97,037
Travel$51,778$5,086$1,713$58,577
Fees for Services Accounting-$29,125-$29,125
Other Expenses$691$24,676$1,095$26,462
All Other Expenses$11,796$2,051$8,726$22,573
Insurance$1,006$14,617-$15,623
Total Functional Expenses$3,563,465$893,733$369,290$4,826,488

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,826,488
Total Expenses per Audited Statements$4,826,488
Total Expenses per Form 990$4,826,488
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
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 2

The stowes are all brothers

Form 990, Page 6, Part VI, Line 11B

Accounting staff and board review form 990 prior to submission.

Form 990, Page 6, Part VI, Line 12C

Annual review with board members.

Form 990, Page 6, Part VI, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. Also, form 990 is available on the following website: www.guidestar.org.

Filing and Contact Details

Filer

Filer Name
Daniel Jonathan Stowe Conservancy
EIN
56-1676433
Phone
7048291250
Address
6500 SOUTH NEW HOPE ROAD, BELMONT, NC 28012

Signing Officer

Name
D Harding Stowe
Title
Chairman
Phone
7048291250
Signed
2021-02-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
D Harding Stowe
Formed
1989
Legal Domicile
Nc
Voting Board Members
16
Independent Board Members
16
Employees
86

Preparer

Firm
Mashburn & Burmester Pc
Address
1827 POWERS FERRY RD BUILDING 10 ST, ATLANTA, GA 30339
Preparer
Jennifer L Burmester
Phone
6783849720
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Contract labor & consultants 634,552 48,426 10,278

Form 990, Part XI, Line 9

Loss on investment -11,774 interest expense -29,106 total -40,880

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

The endowment funds shall be used for support of the charitable purposes of the organization.

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IRS990/OtherExpensesGrp/Desc3DUES & SUBSCRIPTIONS
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.0$1.32$8.70$5.86$5.07$0.79
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.34$1.43$7.91$3.66$4.62$0.96
2023Summary only. Only limited summary data is available for this year.$9.93$1.08$8.85$3.41$4.38$0.97
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.1$1.26$9.83$2.42$4.26$1.84
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.1$1.40$11.7$2.12$2.79$0.67
2020Detailed filing. Detailed filing data is available for this year.$13.6$1.34$12.3$4.02$4.83$0.81
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.8$1.63$13.1$2.62$4.33$1.71
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.1$1.19$14.9$3.72$4.65$0.93
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.3$1.43$15.8$2.81$4.13$1.32
2015Detailed filing. Detailed filing data is available for this year.$19.0$1.28$17.7$3.01$3.62$0.61
2014Detailed filing. Detailed filing data is available for this year.$18.4$0.51$17.8$8.95$2.90$6.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.1$6.32$11.8$3.42
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • $10M-$25M nonprofits