Form 990 for tax year 2023
Filed by HOUSATONIC VALLEY ASSOCIATION INC.
Totals
- Total revenue
- $1,663,689
- Total expenses
- $1,942,030
- Contributions and grants received
- $1,546,682
- Grants paid
- $0
- Program service revenue
- $5,673
- Investment income
- $19,141
- Other revenue
- $92,193
- Total assets, end of year
- $1,844,997
- Total liabilities, end of year
- $351,653
- Net assets or fund balances, end of year
- $1,493,344
- Program services expenses (Part IX)
- $1,700,566
- Management and general expenses
- $203,704
- Fundraising expenses
- $37,760
- Program service expenses (Part III)
- $1,700,566
Program services were 87.6% 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
$35,410
-
1d · Related organizations
$48,552
-
1e · Government grants (contributions)
$605,947
-
1f · All other contributions, gifts and grants
$856,773
-
1g · Noncash contributions included above
$5,043
-
2a · Program service revenue: ENVIRONMENTAL STUDIES
total $5,673 · related or exempt $5,673
-
3 · Investment income
total $19,259 · related or exempt $19,259
-
6a · Gross rents
real property $9,060
-
6b · Less rental expenses
real property $5,971
-
6c · Rental income or loss
real property $3,089
-
6d · Net rental income or loss
total $3,089 · related or exempt $3,089
-
7a · Gross sales of assets other than inventory
securities $51,175
-
7b · Less cost or other basis and sales expenses
securities $51,293
-
7c · Gain or loss
securities -$118
-
7d · Net gain or loss
total -$118 · related or exempt -$118
-
8a · Fundraising events: gross income
$210,489
-
8b · Fundraising events: direct expenses
$121,385
-
8c · Net income from fundraising events
total $89,104 · excluded $89,104
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $1,073,995 · program services $905,179 · management and general $138,605 · fundraising $30,211
-
8 · Pension plan contributions
total $46,225 · program services $38,921 · management and general $5,951 · fundraising $1,353
-
9 · Other employee benefits
total $87,744 · program services $75,550 · management and general $9,748 · fundraising $2,446
-
10 · Payroll taxes
total $105,530 · program services $89,776 · management and general $13,926 · fundraising $1,828
-
11g · Fees: other
total $473,759 · program services $470,420 · management and general $3,027 · fundraising $312
-
12 · Advertising and promotion
total $490 · program services $440 · management and general $44 · fundraising $6
-
13 · Office expenses
total $15,814 · program services $4,391 · management and general $11,379 · fundraising $44
-
14 · Information technology
total $23,858 · program services $16,465 · management and general $7,137 · fundraising $256
-
16 · Occupancy
total $19,708 · program services $19,355 · management and general $74 · fundraising $279
-
17 · Travel
total $17,016 · program services $16,794 · management and general $131 · fundraising $91
-
19 · Conferences, conventions and meetings
total $3,482 · program services $2,714 · management and general $738 · fundraising $30
-
22 · Depreciation, depletion and amortization
total $7,206 · program services $5,331 · management and general $1,743 · fundraising $132
-
23 · Insurance
total $17,648 · program services $15,429 · management and general $1,836 · fundraising $383
-
24a · Other expenses: SUPPLIES
total $5,994 · program services $5,738 · management and general $226 · fundraising $30
-
24b · Other expenses: POSTAGE AND SHIPPING
total $4,476 · program services $2,178 · management and general $2,254 · fundraising $44
-
24c · Other expenses: FILING FEES AND REGISTRATION
total $4,559 · program services $3,538 · management and general $949 · fundraising $72
-
24d · Other expenses: MEMBERSHIPPUBLICATIONS
total $23,295 · program services $22,551 · management and general $658 · fundraising $86
-
24e · All other expenses
total $11,231 · program services $5,796 · management and general $5,278 · fundraising $157
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $373,765 · end of year $285,768
-
4 · Accounts receivable
beginning of year $360,139 · end of year $337,219
-
9 · Prepaid expenses and deferred charges
beginning of year $25,482 · end of year $14,729
-
10a · Land, buildings and equipment: cost or other basis
$689,526
-
10b · Land, buildings and equipment: accumulated depreciation
$424,791
-
10c · Land, buildings and equipment, net
beginning of year $257,182 · end of year $264,735
-
11 · Investments: publicly traded securities
beginning of year $775,280 · end of year $936,204
-
15 · Other assets
beginning of year $6,342 · end of year $6,342
-
17 · Accounts payable and accrued expenses
beginning of year $186,667 · end of year $231,547
-
19 · Deferred revenue
end of year $120,106
-
27 · Net assets without donor restrictions
beginning of year $1,031,016 · end of year $986,195
-
28 · Net assets with donor restrictions
beginning of year $580,507 · end of year $507,149
Mission and programs · 2023
Mission
TO PROTECT AND PRESERVE THE NATURAL ENVIRONMENT AND SCENIC BEAUTY OF THE HOUSATONIC RIVER WATERSHED BY FOSTERING ENVIRONMENTAL EDUCATION AND BEST PRACTICES FOR CONSERVATION AND LAND USE
-
WATER: INITIATING RIVER RESTORATION AND PROTECTION PROJECTS IN PRIORITY AREAS OF THE TRISTATE HOUSATONIC WATERSHED TO IMPROVE RIVER HEATH AND RESILIENCY THROUGH SEVERAL PROGRAMS INCLUDING BUT NOT LIMITED TO: OUR BERKSHIRE CLEAN, COLD & CONNECTED RIVER RESTORATION PARTNERSHIP (HOUSATONIC, HOOSIC AND FARMINGTON RIVER WATERSHEDS IN MA) WHICH AIMS TO INCREASE THE PACE OF INSTREAM CULVERT UPGRADES AND RIVERBANK AND INSTREAM RESTORATION WORK TO IMPROVE RIVER FLOW, HEALTH AND AQUATIC HABITAT AND SIGNIFICANTLY REDUCE COSTLY AND DANGEROUS FLOOD RISK; READYING MULTIPLE CULVERT REPLACEMENT PROJECTS IN BERKSHIRE AND WESTERN CONNECTICUT COMMUNITIES; LEADING THE TENMILE (NY) WATERSHED COLLABORATIVE IMPLEMENTATION OF THE TENMILE WATERSHED RESTORATION AND ACTION PLAN; IMPLEMENTING THE STILL RIVER WATERSHED RESTORATION AND ACTION PLAN IN THE GREATER DANBURY, CT REGION; COMPLETING THE POOTATUCK RIVER WATERSHED RESTORATION AND ACTION PLAN TO SAFEGUARD AND RESTORE THE POOTATUCK RIVER WATERSHED RESTORATION AND ACTION PLAN TO SAFEGUARD AND RESTORE THE POOTATUCK RIVER IN NEWTOWN, CT; MONITORING AND RESTORING STREAM HEALTH AND HABITAT THROUGH RIPARIAN BUFFER AND RAIN GARDEN INSTALLATIONS AT MULTIPLE SITES ACROSS THE WATERSHED; COMPLETING STORM WATER MANAGEMENT AND POLLUTION REDUCTION ON WELLS BROOK, A HIGH PRIORITY BROOK IN DOVER, NY; CONTINUING RESTORATION WORK ON MACEDONIA BROOK IN KENT, CT, AND A WATERSHED PLAN FOR THE GREEN RIVER IN MASSACHUSETTS; HELPING LOCAL FARMS CURB NUTRIENT RUNOFF; AND WORKING WITH PARTNERS TO BETTER MANAGE AND PROTECT THE NATIONAL HOUSATONIC WILD AND SCENIC RIVER IN NORTHWEST CONNECTICUT. 7
Expenses $1,067,302
-
LAND: INITIATING LAND CONSERVATION PROJECTS IN PRIORITY AREAS OF THE TRISTATE HOUSATONIC WATERSHED THAT SUPPORT ENVIRONMENTAL RESILIENCY THROUGH INITIATIVES INCLUDING BUT NOT LIMITED TO: CONSERVING MORE THAN 12,000 ACRES THROUGH FOLLOW THE FOREST AND MOST RECENTLY LEADING A COALITION OF PARTNERS TO CONSERVE 1,000+ ACRES OF HIGH QUALITY MEADOWS AND WOODLANDS STRETCHING FROM SALISBURY, CT INTO SHEFFIELD, MA, AND ANOTHER 1,364 ACRES OF WOODLAND AND WETLAND IN WINCHESTER, CT; EXPANDING FOLLOW THE FORESTS WOODLAND CONSERVATION CORRIDOR VISION AMONG PARTNERS IN THE HOUSATONIC WATERSHED AND SOUTH IN NEW YORK AND NORTH IN VERMONT; LEADING AND SUPPORTING THE LITCHFIELD HILLS GREENPRINT COLLABORATIVE, A REGIONAL CONSERVATION PARTNERSHIP OF 33 CONSERVATION ORGANIZATIONS IN NORTHWEST CONNECTICUT WORKING TO COLLECTIVELY INCREASE THE PACE OF CONSERVATION, AND ALSO COLLABORATING WITH AFFORDABLE HOUSING LEADERS TO FIND LOCAL LAND USE SOLUTIONS THAT ENABLE BOTH LAND CONSERVATION AND AFFORDABLE PLACES TO LIVE; SHARING MAPS AND DATA WITH PARTNERS OF CRITICALLY IMPORTANT CORE AND RIPARIAN FOREST, HEADWATER STREAM LANDS, STRATEGICALLY IMPORTANT WILDLIFE HABITAT LINKAGES, AND NEWLY PROTECTED LANDS TO ASSIST IN PRIORITIZING LAND CONSERVATION EFFORTS; PROVIDING MAPPING AND NATURAL RESOURCE ASSESSMENTS FOR LAND TRUSTS AND COMMUNITIES IN CT, MA AND NY AS WELL AS SUPPORT FOR STRATEGIC VISIONING AND COLLABORATION; ASSESSING AND SHARING THE IMPACTS OF SIGNIFICANT LAND USE PROPOSALS ACROSS THE HOUSATONIC WATERSHED; AND HELPING SHAPE CONSERVATION PRIORITIES IN NY AND NEW ENGLAND.
Expenses $473,347
-
EDUCATION: PROVIDING OUTDOOR EDUCATION, EXPLORATION, LIBRARY READINGS, HIKES, PADDLES, DINING OUT, AND MUCH MORE FOR CHILDREN AND FAMILIES THROUGH OUR CELEBRATE OUR WATERSHED EVENT SERIES; PROVIDING HANDS-ON LEARNING IN THE SUMMER WITH YOUTH AND INTERNS IN NY, CT AND MA; COMPLETING AN 8TH YEAR OF HOUSATONIC RIVER RECREATIONAL USER SURVEYS AND MAPPING TO INFORM A CONTINUING ASSESSMENT OF RECREATIONAL ACCESS AND MANAGEMENT NEEDS ALONG THE HOUSATONIC RIVER THAT BOTH PROTECTS RIVER ECOLOGY AND PROVIDES FOR SAFE PUBLIC ACCESS; CONTINUING HANDS-ON ENVIRONMENTAL SKILLS TRAINING WITH AT-RISK YOUTH IN THE GREATER DANBURY, CT AND AMENIA, NY REGIONS THROUGH OUR STILL RIVER AND TENMILE RIVER WATERSHED CONNECTIONS PROGRAM ENGAGING YOUTH IN INSTALLING RAIN GARDENS, REMOVING INVASIVE PLANTS, AND HELPING THE PUBLIC UNDERSTAND HOW TO PROTECT OUR WATERWAYS; CONTINUING HANDS-ON PUBLIC EDUCATION ON PROTECTING AND RESTORING RIVERS THROUGH BUFFER PLANTINGS, CLEAN UPS, AND WATER MONITORING ACROSS THE WATERSHED; SPEAKING AT MULTIPLE PUBLIC GATHERINGS ON A RANGE OF ENVIRONMENTAL TOPICS; AND EXPANDING SOCIAL MEDIA OUTREACH ON RIVER AND LAND CONSERVATION AND RECREATION.
Expenses $139,965
-
ISSUE RESPONSE - STUDY AND ALERT COMMUNITIES OF POTENTIAL PROBLEMS TO CONTAMINATION OF THE ENVIRONMENT; RESPOND TO COMPLAINTS AND DEVELOPMENTS THREATENING GROUND WATER AND RIVER QUALITY; REVIEW REPORTS AND DEVELOP SOLUTIONS TO PROBLEMS.
Expenses $19,952
As filed on the 2023 return.
Listed in Part VII
-
Lynn WernerLYNN WERNER
EXECUTIVE DIRECTOR
- Total calculated
- $149,940
- From this org
- $142,800
- From related orgs
- $0
- Other
- $7,140
- Hours/week
- 40
-
Dan HoranDAN HORAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
D Evan Van HookD EVAN VAN HOOK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ann BarrettANN BARRETT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Charlotte ChampalimaudCHARLOTTE CHAMPALIMAUD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Elizabeth McGrawELIZABETH MCGRAW
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Rebecca NearyREBECCA NEARY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Louis HechtLOUIS HECHT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Joseph EllisJOSEPH ELLIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Christine BaranskiCHRISTINE BARANSKI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Michael NesbittMICHAEL NESBITT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
F Anthony ZuninoF ANTHONY ZUNINO
PRESIDENT
- Total calculated
- $0
- Hours/week
- 4
-
Barton JonesBARTON JONES
SECRETARY
- Total calculated
- $0
- Hours/week
- 4
-
George S LoganGEORGE S LOGAN
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
James H MaloneyJAMES H MALONEY
TREASURER
- 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.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501C3 · SUPPORTING ORG · CT
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 26 June 2025
- IRS schema version
- 2023v6.0
- Source object
- 202531829349300338
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