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Nonprofiteer
← KATAWBA VALLEY LAND TR

Form 990 for tax year 2024

Filed by KATAWBA VALLEY LAND TR.

Totals

Total revenue
$205,614
Total expenses
$338,301
Contributions and grants received
$170,004
Grants paid
$0
Program service revenue
$0
Investment income
$25,062
Other revenue
$10,548
Total assets, end of year
$10,067,248
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$10,067,248
Program services expenses (Part IX)
$285,642
Management and general expenses
$38,972
Fundraising expenses
$13,687
Program service expenses (Part III)
$285,642

Program services were 84.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $56,247

  • 1c · Fundraising events

    $12,840

  • 1f · All other contributions, gifts and grants

    $100,917

  • 3 · Investment income

    total $19,888 · related or exempt $19,888

  • 6a · Gross rents

    real property $17,306

  • 6c · Rental income or loss

    real property $17,306

  • 6d · Net rental income or loss

    total $17,306 · related or exempt $17,306

  • 7a · Gross sales of assets other than inventory

    securities $168,037

  • 7b · Less cost or other basis and sales expenses

    securities $162,863

  • 7c · Gain or loss

    securities $5,174

  • 7d · Net gain or loss

    total $5,174 · related or exempt $5,174

  • 8a · Fundraising events: contributions included on line 1c

    $12,840

  • 8b · Fundraising events: direct expenses

    $6,758

  • 8c · Net income from fundraising events

    total -$6,758

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $78,000 · program services $63,355 · management and general $9,419 · fundraising $5,226

  • 7 · Other salaries and wages

    total $55,120 · program services $44,771 · management and general $6,656 · fundraising $3,693

  • 9 · Other employee benefits

    total $12,000 · program services $9,747 · management and general $1,449 · fundraising $804

  • 10 · Payroll taxes

    total $10,184 · program services $8,214 · management and general $1,272 · fundraising $698

  • 11c · Fees: accounting

    total $16,736 · program services $14,486 · management and general $2,250

  • 13 · Office expenses

    total $2,306 · program services $1,994 · management and general $312

  • 17 · Travel

    total $5,122 · program services $4,783 · management and general $334 · fundraising $5

  • 19 · Conferences, conventions and meetings

    total $13,197 · program services $12,324 · management and general $862 · fundraising $11

  • 22 · Depreciation, depletion and amortization

    total $5,783 · program services $5,205 · management and general $578

  • 23 · Insurance

    total $11,711 · program services $7,676 · management and general $4,035

  • 24a · Other expenses: LAND MANAGEMENT

    total $70,469 · program services $70,469

  • 24b · Other expenses: CONTRACT LABOR

    total $17,854 · program services $13,402 · management and general $3,032 · fundraising $1,420

  • 24c · Other expenses: TELEPHONE AND COMPUTER

    total $13,043 · program services $12,007 · management and general $995 · fundraising $41

  • 24d · Other expenses: REPAIRS AND MAINTENANCE

    total $8,761 · program services $5,545 · management and general $3,216

  • 24e · All other expenses

    total $18,015 · program services $11,664 · management and general $4,562 · fundraising $1,789

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $164,603 · end of year $403,733

  • 2 · Savings and temporary cash investments

    beginning of year $1,443,801 · end of year $637,177

  • 4 · Accounts receivable

    beginning of year $1,551 · end of year $744

  • 9 · Prepaid expenses and deferred charges

    beginning of year $57,835 · end of year $7,048

  • 10a · Land, buildings and equipment: cost or other basis

    $7,961,235

  • 10b · Land, buildings and equipment: accumulated depreciation

    $22,532

  • 10c · Land, buildings and equipment, net

    beginning of year $7,861,208 · end of year $7,938,703

  • 11 · Investments: publicly traded securities

    beginning of year $490,969 · end of year $1,079,843

  • 27 · Net assets without donor restrictions

    beginning of year $10,009,874 · end of year $10,060,248

  • 28 · Net assets with donor restrictions

    beginning of year $10,093 · end of year $7,000

Mission and programs · 2024

Mission

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.

  • 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.

    Expenses $285,642

As filed on the 2024 return.

Listed in Part VII

  • MICHELLE EVANS

    EXECUTIVE DI

    Total calculated
    $84,000
    From this org
    $78,000
    From related orgs
    $0
    Other
    $6,000
    Hours/week
    40

  • ANDREW LAZENBY

    PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • MARK STRICKLAND

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    2

  • JILL MARSHALL

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • BUDDY J FAILE IV

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • DEVON BAGLEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BARRY BEASLEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • TINA HELMS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ELIZABETH HYATT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SANDY H ROBINSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LINDA WILLIAMS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2024
Filed
12 November 2025
IRS schema version
2024v5.0
Source object
202523179349308642

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