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Nonprofiteer
← GRAND TRAVERSE REGIONAL LAND CONSERVANCY

Form 990 for tax year 2023

Filed by GRAND TRAVERSE REGIONAL LAND CONSERVANCY.

Totals

Total revenue
$14,463,028
Total expenses
$8,168,083
Contributions and grants received
$13,059,903
Grants paid
$0
Program service revenue
$0
Investment income
$1,158,821
Other revenue
$244,304
Total assets, end of year
$103,234,783
Total liabilities, end of year
$9,389,090
Net assets or fund balances, end of year
$93,845,693
Program services expenses (Part IX)
$6,732,303
Management and general expenses
$654,103
Fundraising expenses
$781,677
Program service expenses (Part III)
$6,732,303

Program services were 82.4% 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.

  • 1e · Government grants (contributions)

    $475,000

  • 1f · All other contributions, gifts and grants

    $12,584,903

  • 1g · Noncash contributions included above

    $3,271,501

  • 3 · Investment income

    total $44,701 · related or exempt $44,701

  • 7a · Gross sales of assets other than inventory

    securities $45,597,282

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

    securities $44,483,162

  • 7c · Gain or loss

    securities $1,114,120

  • 7d · Net gain or loss

    total $1,114,120 · related or exempt $1,114,120

  • 11a · Other revenue: OTHER

    total $228,046 · related or exempt $228,046

  • 11b · Other revenue: BENEFIT PROCEEDS

    total $16,258 · unrelated business $16,258

  • 11e · Other revenue, total

    $244,304

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $264,218 · program services $105,687 · management and general $52,844 · fundraising $105,687

  • 7 · Other salaries and wages

    total $2,496,013 · program services $1,849,039 · management and general $306,737 · fundraising $340,237

  • 8 · Pension plan contributions

    total $107,121 · program services $75,860 · management and general $13,955 · fundraising $17,306

  • 9 · Other employee benefits

    total $417,262 · program services $295,495 · management and general $54,357 · fundraising $67,410

  • 10 · Payroll taxes

    total $196,563 · program services $139,201 · management and general $25,607 · fundraising $31,755

  • 11f · Fees: investment management

    total $47,545 · program services $39,188 · management and general $3,807 · fundraising $4,550

  • 12 · Advertising and promotion

    total $13,699 · program services $3,350 · management and general $1,750 · fundraising $8,599

  • 13 · Office expenses

    total $49,766 · program services $36,478 · management and general $5,932 · fundraising $7,356

  • 14 · Information technology

    total $64,033 · program services $45,346 · management and general $8,342 · fundraising $10,345

  • 16 · Occupancy

    total $43,070 · program services $31,816 · management and general $5,024 · fundraising $6,230

  • 17 · Travel

    total $60,995 · program services $43,758 · management and general $7,695 · fundraising $9,542

  • 20 · Interest

    total $414,214 · program services $414,214

  • 22 · Depreciation, depletion and amortization

    total $486,333 · program services $478,648 · management and general $3,431 · fundraising $4,254

  • 23 · Insurance

    total $128,135 · program services $90,742 · management and general $16,692 · fundraising $20,701

  • 24a · Other expenses: EXTINGUISHED DEVELOPEME

    total $1,238,497 · program services $1,238,497

  • 24b · Other expenses: PROFESSIONAL FEES

    total $792,811 · program services $707,123 · management and general $85,688

  • 24c · Other expenses: TRANSFERS TO OTHER ORGA

    total $687,900 · program services $687,900

  • 24d · Other expenses: OTHER SUPPLIES

    total $183,938 · program services $183,938

  • 24e · All other expenses

    total $475,970 · program services $266,023 · management and general $62,242 · fundraising $147,705

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $1,089,445 · end of year $202,332

  • 3 · Pledges and grants receivable

    beginning of year $4,884,331 · end of year $2,147,491

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

    $68,850,141

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

    $2,027,009

  • 10c · Land, buildings and equipment, net

    beginning of year $50,835,394 · end of year $66,823,132

  • 11 · Investments: publicly traded securities

    beginning of year $31,372,028 · end of year $33,531,568

  • 15 · Other assets

    beginning of year $530,256 · end of year $530,260

  • 17 · Accounts payable and accrued expenses

    beginning of year $794,121 · end of year $809,266

  • 23 · Secured mortgages and notes payable

    beginning of year $2,500,000 · end of year $8,250,000

  • 25 · Other liabilities

    beginning of year $287,156 · end of year $329,824

  • 27 · Net assets without donor restrictions

    beginning of year $13,479,554 · end of year $13,477,083

  • 28 · Net assets with donor restrictions

    beginning of year $71,650,623 · end of year $80,368,610

Mission and programs · 2023

Mission

THE MISSION OF GTRLC IS TO PROTECT SIGNIFICANT NATURAL, SCENIC AND FARM LANDS AND ADVANCE LAND STEWARDSHIP NOW AND FOR FUTURE GENERATIONS.

Activities or mission (Part I)

THE MISSION OF GTRLC IS TO PROTECT SIGNIFICANT NATURAL, AGRICULTURAL, AND SCENIC AREAS AND ADVANCE LAND STEWARDSHIP NOW AND FOR FUTURE GENERATIONS.

  • FOR THE TAX YEAR ENDING JUNE 30, 2024, 210 ACRES OF LAND VALUED AT $4,180,000 WERE ACQUIRED BY PURCHASE OR DONATION FOR PERMANENT PROTECTION AND PUBLIC USE. INCLUDED IN ACQUISITIONS DURING THE TAX YEAR ARE THE HIGH BLUFFS DUNE SANCTUARY, ARCADIA MARSH ADDITION, TURTLE COVE, UPPER MANISTEE HEADWATERS, AND WILCOX-PALMER. THE ACQUISITIONS BRING THE TOTAL LAND PRESERVES PROTECTED TO 10,621 ACRES, VALUED AT HISTORICAL COST OF $34,660,671. ALSO, CONSERVATION EASEMENT DEVELOPMENT RIGHTS EXTINGUISHED IN THE TAX YEAR ENDING JUNE 30, 2024 TOTALED $1,238,501 AS DESCRIBED IN SCHEDULE D, PART XIII. A TOTAL OF 260 CONSERVATION EASEMENTS HAVE BEEN ESTABLISHED BY THE CONSERVANCY DURING IT'S 30-YEAR HISTORY COMPRISING 22,474 ACRES, VALUED AT A HISTORICAL COST OF $68,088,610.

    Expenses $6,732,303

As filed on the 2023 return.

Listed in Part VII

  • Glen Chown

    EXECUTIVE DIRECTOR

    Total calculated
    $303,110
    From this org
    $254,636
    From related orgs
    $0
    Other
    $48,474
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $254,636
    Bonus
    $0
    Other
    $0
    Deferred
    $28,908
    Nontaxable benefits
    $19,566
    Filer's total
    $303,110

  • John Bercini

    SECRETARY

    Total calculated
    $0
    Hours/week
    5

  • Linda Cline

    TREASURER

    Total calculated
    $0
    Hours/week
    7

  • Kathleen Guy

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    25

  • Koffi Kpachavi

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    6

  • Perry Adams

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • Alena Bowman

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2.5

  • Cliff Fox

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    20

  • Don Coe

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • John Collins

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    7

  • Joanne Cook

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Becky Ewing

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • Paul Moyer

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    6

  • Kevin Russell

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • Chip May

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Barbara Nelson-Jameson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • Susan Palmer

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    6

  • Mack Beers

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Maureen Smyth

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • Terrie Taylor

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    6

  • Annie Olds

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2.5

  • Ray Kendra

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    4

  • Jim Huckle

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    6

  • Birgit Conway

    DIRECTOR OF FINANCE

    Total calculated
    $118,516
    From this org
    $102,743
    From related orgs
    $0
    Other
    $15,773
    Hours/week
    40

  • Jennifer Julin

    DIRECTOR OF COMMUNICATIONS & ENGAGEMENT

    Total calculated
    $110,000
    From this org
    $100,832
    From related orgs
    $0
    Other
    $9,168
    Hours/week
    40

  • Marissa Duque

    DIRECTOR OF DEVELOPMENT

    Total calculated
    $118,275
    From this org
    $103,373
    From related orgs
    $0
    Other
    $14,902
    Hours/week
    40

  • Christopher Sullivan

    DIRECTOR OF LAND PROTECTION

    Total calculated
    $116,290
    From this org
    $105,748
    From related orgs
    $0
    Other
    $10,542
    Hours/week
    40

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, 4.B.
EXECUTIVE DIRECTOR, GLEN CHOWN, RECEIVED $16,833 IN 457(B) CONTRIBUTIONS.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
24 October 2024
IRS schema version
2023v5.1
Source object
202433029349300448

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