Sudbury Valley Trustees Inc

Organization Overview

Sudbury Valley Trustees Inc is located in Sudbury, MA. The organization was established in 1957. According to its NTEE Classification (C34) the organization is classified as: Land Resources Conservation, under the broad grouping of Environment and related organizations. As of 06/2022, Sudbury Valley Trustees Inc employed 19 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Sudbury Valley Trustees Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.

For the year ending 06/2022, Sudbury Valley Trustees Inc generated $6.6m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 9.4% each year. All expenses for the organization totaled $1.7m during the year ending 06/2022. You can explore the organizations financials more deeply in the financial statements section below.

Mission & Program ActivityExcerpts From the 990 Filing

TAX YEAR

2022

Describe the Organization's Mission:

Part 3 - Line 1

LAND/RIVER PROTECTION, STEWARDSHIP, AND EDUCATION/ADVOCACY

Describe the Organization's Program Activity:

Part 3 - Line 4a

AS A REGIONAL NONPROFIT LAND TRUST, THE ORGANIZATION COLLABORATES WITH INDIVIDUAL LANDOWNERS, LOCAL LAND TRUSTS, AND MUNICIPAL, STATE, AND FEDERAL AGENCIES TO PROTECT LAND FOR WILDLIFE HABITAT, PASSIVE RECREATION, AGRICULTURE, AND FORESTRY. IN SOME CASES, THE ORGANIZATION ACQUIRES PROPERTY TO OWN AND MANAGE AS A RESERVATION, AND IN OTHER CASES THE ORGANIZATION MONITORS CONSERVATION LAND OWNED BY OTHERS. IN EITHER SITUATION, THE ORGANIZATION ENSURES THAT NO UNAPPROVED DEVELOPMENT OR OTHER ACTIVITY TAKES PLACE ON THE LAND.


THE STEWARDSHIP PROGRAM IS RESPONSIBLE FOR THE MANAGEMENT OF THE RESERVATIONS THAT THE ORGANIZATION OWNS AND FOR THE MONITORING AND OVERSIGHT OF CONSERVATION RESTRICTIONS. THE STEWARDSHIP PROGRAM INCLUDES ECOSYSTEM AND HABITAT PROTECTION, MAINTENANCE OF VIEWS, ACCESS, AND TRAILS, PROTECTION OF THE LEGACY OF THE PROPERTIES, AND COORDINATION OF THE STEWARDSHIP VOLUNTEERS.


THE ORGANIZATION PARTNERS WITH MUNICIPAL BOARDS AND COMMITTEES, LOCAL LAND TRUSTS, AND STATE AND FEDERAL AGENCIES TO SUPPORT ONE ANOTHER'S CONSERVATION GOALS AND TO POOL RESOURCES TO ENABLE CONSERVATION. IN ADDITION, THE ORGANIZATION WORKS WITH LANDOWNERS WHO ARE INTERESTED IN MAKING LONG-TERM CONSERVATION PLANS FOR THEIR LAND AND PARTICIPATES IN NON-PARTISAN WORK TO ADVOCATE FOR POLICIES AND FUNDING THAT DIRECTLY ADVANCE THE LAND PROTECTION AND STEWARDSHIP OF NATURAL AREAS AROUND THE SUDBURY, ASSABET, AND CONCORD RIVERS, AS WELL AS IN MASSACHUSETTS IN GENERAL.


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Board, Officers & Key Employees

Name (title)Compensation
Lisa Vernegaard
Executive Director
$140,989
Karin Paquin
President
$0
Paul Bakstran
Vice President
$0
Peter Martin
Clerk
$0
Lisa Schimmel
Treasurer
$0
Sherrill Cline
Director
$0

Financial Statements

Statement of Revenue
Federated campaigns$0
Membership dues$0
Fundraising events$131,654
Related organizations$0
Government grants $0
All other contributions, gifts, grants, and similar amounts not included above$6,130,439
Noncash contributions included in lines 1a–1f $99,382
Total Revenue from Contributions, Gifts, Grants & Similar$6,262,093
Total Program Service Revenue$53,743
Investment income $304,412
Tax Exempt Bond Proceeds $0
Royalties $0
Net Rental Income $0
Net Gain/Loss on Asset Sales $0
Net Income from Fundraising Events $0
Net Income from Gaming Activities $0
Net Income from Sales of Inventory $0
Miscellaneous Revenue$0
Total Revenue $6,625,833

Grants Awarded

Over the last fiscal year, Sudbury Valley Trustees Inc has awarded $299,730 in support to 3 organizations.

Grant RecipientAmount

OUTPOST FARM

PURPOSE: FINANCIAL ASSISTANCE FOR CONSERVATION LAND

$144,425

COMMONWEALTH OF MA DIVISION OF CONSERVATION AND RECREATION

PURPOSE: FINANCIAL ASSISTANCE FOR CONSERVATION LAND

$106,248

METACOMET LAND TRUST

Org PageRecipient Profile

Franklin, MA

PURPOSE: FINANCIAL ASSISTANCE FOR CONSERVATION LAND

$49,057
View Grant Profile

Grants Recieved

Over the last fiscal year, we have identified 40 grants that Sudbury Valley Trustees Inc has recieved totaling $498,075.

Awarding OrganizationAmount
Highland Partners Charitable Fund

Boston, MA

PURPOSE: GENERAL OPERATING SUPPORT

$100,000
Gordon And Marjorie Osborne Foundation

Boston, MA

PURPOSE: GENERAL

$100,000
Litowitz Foundation Inc

Miami, FL

PURPOSE: ENVIRONMENTAL PROTECTION

$55,000
Edith H Overly Foundation

Boston, MA

PURPOSE: GENERAL SUPPORT

$40,000
Bafflin Foundation

Providence, RI

PURPOSE: PROGRAM SUPPORT

$30,000
Oneworld Boston Inc

Woburn, MA

PURPOSE: WILDLIFE AND NATURE PRESERVATI

$20,000
View Grant Recipient Profile

Endowment Analysis

Beg. Balance$3,524,833
Earnings-$371,395
Net Contributions$151,711
Other Expense$42,006
Ending Balance$3,263,143

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