Caledonia Conservancy Ltd
- Assets
- $2.7m
- Revenue
- $105.4k
- Investments
- $0.0
- Employees
- 0
- Location
- Racine, WI
- Founding
- 10/1996
- Data as of
- 12/2021
- EIN
- 39-1822368
Organization Overview
Caledonia Conservancy Ltd is located in Racine, WI. The organization was established in 1996. According to its NTEE Classification (T70) the organization is classified as: Federated Giving Programs, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Caledonia Conservancy Ltd 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 12/2021, Caledonia Conservancy Ltd generated $105.4k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (3.6%) each year. All expenses for the organization totaled $78.3k during the year ending 12/2021. As we would expect to see with falling revenues, expenses have declined by (1.3%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
PROTECT THE RURAL CHARACTER OF THE VILLAGE OF CALEDONIA, RACINE COUNTY, WISCONSIN.
Describe the Organization's Program Activity:
Part 3 - Line 4a
TO PRESERVE OPEN GREEN SPACE, INCLUDING WETLANDS, BY MEANS OF LAND ACQUISITION THROUGH CONSERVATION OR TRAIL EASEMENTS, OR ACQUISITION OF FEE SIMPLE LANDS; TO BUILD AND MAINTAIN A SERIES OF TRAILS FOR PUBLIC RECREATION, SPECIFICALLY FOR EQUESTRIAN, HIKING, CROSSCOUNTRY SKIING, AND SIMILIAR PASSIVE RECREATIONAL ACTIVITIES; AND TO EDUCATE THE COMMUNITY ABOUT THE IMPORTANCE OF PROTECTING OUR GREEN SPACE AND THE WAYS THAT THEY CAN HELP TO PROTECT IT.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Mathew Johnsrud President | Officer | 2 | $0 |
Deidre Vergeer Secretary | Officer | 2 | $0 |
Jennifer Kanter Treasurer | Officer | 2 | $0 |
Kjell Erlandsson Vice-President | Officer | 2 | $0 |
Suzi Zierten Executive Director | Trustee | 40 | $0 |
Allison Kurzynski Director | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $65,239 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $65,239 |
| Total Program Service Revenue | $0 |
| Investment income | $4,795 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $5,475 |
| Net Gain/Loss on Asset Sales | $3,376 |
| Net Income from Fundraising Events | $19,078 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $105,421 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $35,700 |
| Compensation of current officers, directors, key employees. | $35,700 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $2,731 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $8,950 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $1,057 |
| Advertising and promotion | $1,806 |
| Office expenses | $577 |
| Information technology | $4,318 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $2,705 |
| Insurance | $4,238 |
| All other expenses | $89 |
| Total functional expenses | $78,312 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $182,462 |
| Savings and temporary cash investments | $8,513 |
| Pledges and grants receivable | $1,630 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $2,398,457 |
| Investments—publicly traded securities | $127,495 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $2,718,557 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $1,080,518 |
| Net assets with donor restrictions | $1,638,039 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $2,718,557 |
Grants Recieved
Over the last fiscal year, we have identified 3 grants that Caledonia Conservancy Ltd has recieved totaling $6,221.
| Awarding Organization | Amount |
|---|---|
Racine Community Foundation Inc Racine, WI PURPOSE: FOR PROGRAMS AND OPERATIONS | $5,750 |
Johnson Foundation Inc Racine, WI PURPOSE: GENERAL DONATION | $300 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $171 |
Endowment Analysis
| Beg. Balance | $7,685 |
| Earnings | $495 |
| Ending Balance | $8,180 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Heart Of Illinois United Way Inc Peoria, IL | $14,132,248 | $9,955,140 |
United Way Of Midland County Midland, MI | $18,815,763 | $12,494,265 |
New Harmony Care Center Inc Edina, MN | $17,674,874 | $11,846,414 |
Lever For Change Chicago, IL | $17,371,828 | $11,059,988 |
United Way Of Jackson County Inc Jackson, MI | $0 | $10,716,556 |
United Way Of East Central Iowa Cedar Rapids, IA | $18,620,645 | $6,956,778 |
United Way Of Genesee County Flint, MI | $9,912,088 | $6,664,898 |
United Way Of Lake County Inc Gurnee, IL | $9,128,371 | $6,708,539 |
Wisconsin Regional Training Partnership Inc Milwaukee, WI | $5,167,350 | $7,096,517 |
United Way Quad Cities Bettendorf, IA | $12,852,824 | $6,411,474 |
Marquardt Management Services Inc Watertown, WI | $6,505,877 | $7,287,760 |
United Way Of Racine County Inc Racine, WI | $12,886,220 | $9,907,710 |