Katawba Valley Land Tr
- Assets
- $9.4m
- Revenue
- $647.9k
- Investments
- $0.0
- Employees
- 2
- Location
- Lancaster, SC
- Founding
- 07/1995
- Data as of
- 12/2021
- EIN
- 57-6143218
Organization Overview
Katawba Valley Land Tr is located in Lancaster, SC. The organization was established in 1995. 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 12/2021, Katawba Valley Land Tr employed 2 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Katawba Valley Land Tr 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, Katawba Valley Land Tr generated $647.9k in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 14.3% each year . All expenses for the organization totaled $171.6k during the year ending 12/2021. While expenses have increased by 11.9% per year over the past 7 years. They've been increasing with an increasing level of total revenue. 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
THE MISSION OF THE KATAWBA VALLEY LAND TRUST IS TO PROTECT THE NATURAL RESOURCES, CULTURAL RESOURCES, OPEN LANDS, WATERS, AND VISTAS OF AESTHETIC VALUE IN THE CATAWBA RIVER VALLEY AND SURROUNDING AREAS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE TRUST IS A NONPROFIT, PRIVATE CONSERVATION ORGANIZATION DEDICATED TO THE PROTECTION OF NATURAL RESOURCES, OPEN LANDS, WATERS, HISTORIC RESOURCES, AND VISTAS OF AESTHETIC VALUE IN THE CATAWBA RIVER VALLEY AND SURROUNDING AREAS. THE TRUST MAY ACQUIRE INTEREST IN PROPERTY WHICH HAS SIGNIFICANT VALUE. IT MAY EDUCATE THE PUBLIC AS TO THE NECESSITY, IMPORTANCE, BENEFITS AND IMPACTS OF OPEN SPACES. THE TRUST OPERATES EXCLUSIVELY FOR CONSERVATION, EDUCATIONAL AND CHARITABLE PURPOSES. THE MAIN AREAS OF FOCUS ARE IN LANCASTER AND CHESTER COUNTIES OF SOUTH CAROLINA, ALTHOUGH THE TRUST MAY WORK IN OTHER AREAS OF SC.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Michelle Evans Executive Director | Officer | 40 | $67,033 |
Richard Christie Executive Director | Officer | 0 | $4,528 |
Marion H Grier President | OfficerTrustee | 5 | $0 |
Robert Collins Treasurer | OfficerTrustee | 5 | $0 |
Devon Bagley Secretary | OfficerTrustee | 2 | $0 |
James J White IV Vice President | OfficerTrustee | 0.5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $23,375 |
| Fundraising events | $4,028 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $476,557 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $503,960 |
| Total Program Service Revenue | $0 |
| Investment income | $75,352 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $21,778 |
| Net Gain/Loss on Asset Sales | $46,542 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $647,865 |
| 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. | $71,561 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $5,474 |
| Fees for services: Management | $5,025 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $6,370 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $2,708 |
| Fees for services: Other | $0 |
| Advertising and promotion | $2,094 |
| Office expenses | $18,653 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $15,149 |
| Travel | $279 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $2,274 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $3,903 |
| Insurance | $9,432 |
| All other expenses | $0 |
| Total functional expenses | $171,586 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $140,754 |
| Savings and temporary cash investments | $1,020,025 |
| Pledges and grants receivable | $0 |
| 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 | $4,879 |
| Net Land, buildings, and equipment | $7,865,054 |
| Investments—publicly traded securities | $362,320 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $9,393,032 |
| Accounts payable and accrued expenses | $4,291 |
| 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 | $4,291 |
| Net assets without donor restrictions | $9,383,741 |
| Net assets with donor restrictions | $5,000 |
| 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 | $9,393,032 |
Grants Recieved
Over the last fiscal year, we have identified 3 grants that Katawba Valley Land Tr has recieved totaling $24,696.
| Awarding Organization | Amount |
|---|---|
Foundation For The Carolinas Charlotte, NC PURPOSE: CHARITABLE GIFT | $14,655 |
Comporium Foundation Inc Rock Hill, SC PURPOSE: CONSERVATION | $10,000 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $41 |
Endowment Analysis
| Beg. Balance | $301,177 |
| Earnings | $42,788 |
| Admin Expense | $2,708 |
| Net Contributions | $90,500 |
| Grants | $9,226 |
| Ending Balance | $422,531 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
United States Endowment Forforestry And Communities Inc Greenville, SC | $281,516,467 | $12,302,581 |
Beaufort County Open Land Trust Inc Beaufort, SC | $14,492,807 | $10,201,216 |
Southern Appalachian Highlands Conservancy Asheville, NC | $74,900,022 | $12,655,425 |
Mainspring Conservation Trust Inc Franklin, NC | $16,628,331 | $8,106,773 |
Conserving Carolina Hendersonville, NC | $28,294,759 | $6,454,871 |
Blue Ridge Conservancy Boone, NC | $19,039,159 | $5,980,472 |
North Carolina Coastal Land Trust Wilmington, NC | $57,014,249 | $7,074,843 |
Three Rivers Land Trust Inc Salisbury, NC | $28,118,166 | $3,204,068 |
Lowcountry Land Trust Inc Charleston, SC | $27,548,419 | $2,955,338 |
Athens Land Trust Inc Athens, GA | $9,139,569 | $3,608,954 |
Triangle Land Conservancy Inc Durham, NC | $152,779,230 | $18,713,081 |
Catawba Lands Conservancy Charlotte, NC | $41,867,987 | $8,032,121 |