Totals
- Total revenue
- $2,995,412
- Total expenses
- $2,609,947
- Contributions and grants received
- $2,463,760
- Grants paid
- $345,000
- Program service revenue
- $11,002
- Investment income
- $479,296
- Other revenue
- $41,354
- Total assets, end of year
- $31,448,979
- Total liabilities, end of year
- $116,280
- Net assets or fund balances, end of year
- $31,332,699
- Program services expenses (Part IX)
- $2,008,366
- Management and general expenses
- $398,654
- Fundraising expenses
- $202,927
- Program service expenses (Part III)
- $2,008,366
Program services were 77.0% 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.
-
1c · Fundraising events
$142,413
-
1e · Government grants (contributions)
$17,635
-
1f · All other contributions, gifts and grants
$2,303,712
-
1g · Noncash contributions included above
$153,627
-
2a · Program service revenue: FEES FOR SERVICES
total $8,992 · related or exempt $8,992
-
2b · Program service revenue: PUBLIC PROGRAMS AND OU
total $2,010 · related or exempt $2,010
-
3 · Investment income
total $479,296 · excluded $479,296
-
6a · Gross rents
real property $41,516
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $41,516
-
6d · Net rental income or loss
total $41,516 · excluded $41,516
-
8a · Fundraising events: gross income
$13,883
-
8a · Fundraising events: contributions included on line 1c
$142,413
-
8b · Fundraising events: direct expenses
$13,883
-
8c · Net income from fundraising events
total $0
-
10a · Gross sales of inventory
$17,725
-
10b · Cost of goods sold
$20,895
-
10c · Net income from sales of inventory
total -$3,170 · excluded -$3,170
-
11a · Other revenue: OTHER INCOME
total $3,008 · excluded $3,008
-
11e · Other revenue, total
$3,008
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $345,000 · program services $345,000
-
5 · Compensation of officers, directors and key employees
total $168,128 · program services $92,470 · management and general $16,813 · fundraising $58,845
-
7 · Other salaries and wages
total $801,151 · program services $588,001 · management and general $179,858 · fundraising $33,292
-
8 · Pension plan contributions
total $25,304 · program services $19,313 · management and general $4,299 · fundraising $1,692
-
9 · Other employee benefits
total $57,017 · program services $43,803 · management and general $9,781 · fundraising $3,433
-
10 · Payroll taxes
total $78,644 · program services $58,245 · management and general $12,780 · fundraising $7,619
-
11b · Fees: legal
total $38,645 · program services $38,645
-
11c · Fees: accounting
total $64,405 · management and general $64,405
-
11g · Fees: other
total $124,374 · program services $95,393 · management and general $15,506 · fundraising $13,475
-
12 · Advertising and promotion
total $2,026 · program services $261 · fundraising $1,765
-
13 · Office expenses
total $77,946 · program services $31,594 · management and general $20,608 · fundraising $25,744
-
14 · Information technology
total $93,152 · program services $52,730 · management and general $11,098 · fundraising $29,324
-
16 · Occupancy
total $43,327 · program services $5,389 · management and general $35,195 · fundraising $2,743
-
17 · Travel
total $11,198 · program services $9,152 · management and general $1,765 · fundraising $281
-
19 · Conferences, conventions and meetings
total $9,294 · program services $7,242 · management and general $1,580 · fundraising $472
-
22 · Depreciation, depletion and amortization
total $71,665 · program services $53,076 · management and general $11,646 · fundraising $6,943
-
23 · Insurance
total $50,084 · program services $37,094 · management and general $8,138 · fundraising $4,852
-
24a · Other expenses: LAND PROTECTION
total $521,785 · program services $521,785
-
24b · Other expenses: PRINTING AND PUBLICATIO
total $26,802 · program services $9,173 · management and general $5,182 · fundraising $12,447
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $696,129 · end of year $102,301
-
2 · Savings and temporary cash investments
beginning of year $5,804,895 · end of year $4,549,010
-
3 · Pledges and grants receivable
beginning of year $29,454 · end of year $91,500
-
4 · Accounts receivable
beginning of year $5,469 · end of year $13,609
-
9 · Prepaid expenses and deferred charges
beginning of year $28,809 · end of year $44,020
-
10a · Land, buildings and equipment: cost or other basis
$13,313,744
-
10b · Land, buildings and equipment: accumulated depreciation
$1,040,818
-
10c · Land, buildings and equipment, net
beginning of year $12,077,403 · end of year $12,272,926
-
11 · Investments: publicly traded securities
beginning of year $11,563,527 · end of year $14,297,213
-
15 · Other assets
beginning of year $78,400 · end of year $78,400
-
17 · Accounts payable and accrued expenses
beginning of year $144,229 · end of year $107,592
-
25 · Other liabilities
beginning of year $9,062 · end of year $8,688
-
27 · Net assets without donor restrictions
beginning of year $20,228,429 · end of year $21,324,409
-
28 · Net assets with donor restrictions
beginning of year $9,902,366 · end of year $10,008,290
Mission and programs · 2022
Mission
SUDBURY VALLEY TRUSTEES, INC. ("THE ORGANIZATION") WORKS TO PROTECT NATURAL AREAS AND FARMLAND FOR WILDLIFE AND PEOPLE IN THE 36 COMMUNITIES THAT SURROUND THE SUDBURY, ASSABET, AND CONCORD RIVERS. THE ORGANIZATION CARES FOR SOME OF THE REGION'S MOST IMPORTANT FORESTS, WETLANDS, AND GRASSLANDS NATURAL AREAS THAT SUPPORT WILDLIFE HABITAT, WORKING FARMS, AND RECREATIONAL TRAILS. THE ORGANIZATION CARES FOR MORE THAN 5,700 ACRES ON 94 RESERVATIONS AND 99 CONSERVATION RESTRICTIONS AND PROTECTS MORE THAN 70 MILES OF TRAILS.
Activities or mission (Part I)
LAND/RIVER PROTECTION, STEWARDSHIP, AND EDUCATION/ADVOCACY
-
AS A REGIONAL NONPROFIT LAND TRUST, THE ORGANIZATION COLLABORATES WITH INDIVIDUAL LANDOWNERS, LOCAL LAND TRUSTS, AND MUNICIPAL, STATE, AND FEDERAL AGENCIES TO PROTECT LAND FOR WILDLIFE HABITAT, PASSIVE RECREATION, AGRICULTURE, AND FORESTRY. IN SOME CASES, THE ORGANIZATION ACQUIRES PROPERTY TO OWN AND MANAGE AS A RESERVATION, AND IN OTHER CASES THE ORGANIZATION MONITORS CONSERVATION LAND OWNED BY OTHERS. IN EITHER SITUATION, THE ORGANIZATION ENSURES THAT NO UNAPPROVED DEVELOPMENT OR OTHER ACTIVITY TAKES PLACE ON THE LAND.
Expenses $1,253,416 · Grants $345,000
-
THE STEWARDSHIP PROGRAM IS RESPONSIBLE FOR THE MANAGEMENT OF THE RESERVATIONS THAT THE ORGANIZATION OWNS AND FOR THE MONITORING AND OVERSIGHT OF CONSERVATION RESTRICTIONS. THE STEWARDSHIP PROGRAM INCLUDES ECOSYSTEM AND HABITAT PROTECTION, MAINTENANCE OF VIEWS, ACCESS, AND TRAILS, PROTECTION OF THE LEGACY OF THE PROPERTIES, AND COORDINATION OF THE STEWARDSHIP VOLUNTEERS.
Expenses $595,259
-
THE ORGANIZATION PARTNERS WITH MUNICIPAL BOARDS AND COMMITTEES, LOCAL LAND TRUSTS, AND STATE AND FEDERAL AGENCIES TO SUPPORT ONE ANOTHER'S CONSERVATION GOALS AND TO POOL RESOURCES TO ENABLE CONSERVATION. IN ADDITION, THE ORGANIZATION WORKS WITH LANDOWNERS WHO ARE INTERESTED IN MAKING LONG-TERM CONSERVATION PLANS FOR THEIR LAND AND PARTICIPATES IN NON-PARTISAN WORK TO ADVOCATE FOR POLICIES AND FUNDING THAT DIRECTLY ADVANCE THE LAND PROTECTION AND STEWARDSHIP OF NATURAL AREAS AROUND THE SUDBURY, ASSABET, AND CONCORD RIVERS, AS WELL AS IN MASSACHUSETTS IN GENERAL.
Expenses $159,691 · Revenue $11,002
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Karin PaquinKARIN PAQUIN
PRESIDENT
- Total calculated
- $0
- Hours/week
- 5
-
Paul BakstranPAUL BAKSTRAN
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 5
-
Lisa SchimmelLISA SCHIMMEL
TREASURER
- Total calculated
- $0
- Hours/week
- 5
-
Peter MartinPETER MARTIN
CLERK
- Total calculated
- $0
- Hours/week
- 5
-
Colin AndersonCOLIN ANDERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sherrill ClineSHERRILL CLINE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Steve CorreiaSTEVE CORREIA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Molly CutlerMOLLY CUTLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Rebecca CuttingREBECCA CUTTING
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sean FairSEAN FAIR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Richard FormanRICHARD FORMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ruth Kennedy SudduthRUTH KENNEDY SUDDUTH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Andrew MageeANDREW MAGEE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
John MastrobattistaJOHN MASTROBATTISTA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Bruce OsterlingBRUCE OSTERLING
DIRECTOR (UNTIL 12/2022)
- Total calculated
- $0
- Hours/week
- 1
-
Richard PerkinsRICHARD PERKINS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Greg PetersonGREG PETERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Lisa VernegaardLISA VERNEGAARD
EXECUTIVE DIRECTOR (UNTIL 6/2023)
- Total calculated
- $155,747
- From this org
- $143,335
- From related orgs
- $0
- Other
- $12,412
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $134,316
- Bonus
- $9,019
- Other
- $0
- Deferred
- $4,690
- Nontaxable benefits
- $7,722
- Filer's total
- $155,747
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 · Approval by the board or compensation committee
- 7 · Other non-fixed payments
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 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
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 7
- THE EXECUTIVE DIRECTOR'S PERFORMANCE REVIEW, COMPENSATION AND BONUS IS REVIEWED AND APPROVED BY THE BOARD IN ACCORDANCE WITH THE PROCESS DESCRIBED IN THE SCHEDULE O NOTE FOR FORM 990, PART VI, SECTION B, LINE 15. THE BONUS IS DISCRETIONARY.
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
-
$345,000
PURCHASE OF AN AGRICULTURAL PRESERVATION RESTRICTION
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 14 December 2023
- IRS schema version
- 2022v5.0
- Source object
- 202323549349300242
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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