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Nonprofiteer
← HOUSATONIC VALLEY ASSOCIATION INC

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 Werner

    EXECUTIVE DIRECTOR

    Total calculated
    $149,940
    From this org
    $142,800
    From related orgs
    $0
    Other
    $7,140
    Hours/week
    40
  • Dan Horan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • D Evan Van Hook

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Ann Barrett

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Charlotte Champalimaud

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Elizabeth McGraw

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Rebecca Neary

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Louis Hecht

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Joseph Ellis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Christine Baranski

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Michael Nesbitt

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • F Anthony Zunino

    PRESIDENT

    Total calculated
    $0
    Hours/week
    4
  • Barton Jones

    SECRETARY

    Total calculated
    $0
    Hours/week
    4
  • George S Logan

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1
  • James 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.

Provenance

Return type
form_990
Tax year
2023
Filed
26 June 2025
IRS schema version
2023v6.0
Source object
202531829349300338

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