Totals
- Total revenue
- $720,219
- Total expenses
- $178,275
- Contributions and grants received
- $691,340
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $10,639
- Other revenue
- $18,240
- Total assets, end of year
- $9,784,490
- Total liabilities, end of year
- $4,411
- Net assets or fund balances, end of year
- $9,780,079
- Program services expenses (Part IX)
- $164,822
- Management and general expenses
- $12,235
- Fundraising expenses
- $1,218
- Program service expenses (Part III)
- $164,822
Program services were 92.5% 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
$57,841
-
1c · Fundraising events
$2,605
-
1f · All other contributions, gifts and grants
$630,894
-
3 · Investment income
total $5,535 · related or exempt $5,535
-
6a · Gross rents
real property $18,190
-
6c · Rental income or loss
real property $18,190
-
6d · Net rental income or loss
total $18,190 · related or exempt $18,190
-
7a · Gross sales of assets other than inventory
other assets $5,104
-
7c · Gain or loss
other assets $5,104
-
7d · Net gain or loss
total $5,104 · related or exempt $5,104
-
8a · Fundraising events: contributions included on line 1c
$2,605
-
11a · Other revenue: MECHANDISE SALES
total $50 · related or exempt $50
-
11e · Other revenue, total
$50
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $75,668 · program services $75,668
-
10 · Payroll taxes
total $5,786 · program services $5,786
-
11a · Fees: management
total $4,019 · program services $3,617 · management and general $402
-
11c · Fees: accounting
total $14,897 · program services $13,407 · management and general $1,490
-
11f · Fees: investment management
total $2,972 · management and general $2,972
-
12 · Advertising and promotion
total $1,703 · program services $834 · management and general $16 · fundraising $853
-
13 · Office expenses
total $6,883 · program services $5,810 · management and general $748 · fundraising $325
-
16 · Occupancy
total $14,498 · program services $10,752 · management and general $3,706 · fundraising $40
-
17 · Travel
total $2,809 · program services $2,774 · management and general $35
-
19 · Conferences, conventions and meetings
total $7,330 · program services $7,223 · management and general $107
-
22 · Depreciation, depletion and amortization
total $4,276 · program services $4,276
-
23 · Insurance
total $10,310 · program services $9,470 · management and general $840
-
24a · Other expenses: DUES
total $2,314 · program services $2,309 · management and general $5
-
24b · Other expenses: CONTRIBUIONS
total $1,914 · management and general $1,914
-
24c · Other expenses: LAND MANAGEMENT
total $22,896 · program services $22,896
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $140,754 · end of year $219,330
-
2 · Savings and temporary cash investments
beginning of year $1,020,025 · end of year $1,260,482
-
9 · Prepaid expenses and deferred charges
beginning of year $4,879 · end of year $5,235
-
10a · Land, buildings and equipment: cost or other basis
$7,873,557
-
10b · Land, buildings and equipment: accumulated depreciation
$12,779
-
10c · Land, buildings and equipment, net
beginning of year $7,865,054 · end of year $7,860,778
-
11 · Investments: publicly traded securities
beginning of year $362,320 · end of year $438,665
-
17 · Accounts payable and accrued expenses
beginning of year $4,291 · end of year $4,411
-
27 · Net assets without donor restrictions
beginning of year $9,383,741 · end of year $9,770,079
-
28 · Net assets with donor restrictions
beginning of year $5,000 · end of year $10,000
Mission and programs · 2022
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 $164,822
As filed on the 2022 return.
Listed in Part VII
-
Michelle EvansMICHELLE EVANS
EXECUTIVE DIRECTOR
- Total calculated
- $75,668
- From this org
- $75,668
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
William H StokesWILLIAM H STOKES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jill MarshallJILL MARSHALL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Andrew LazenbyANDREW LAZENBY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Linda WilliamsLINDA WILLIAMS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Paul GettysPAUL GETTYS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Buddy J Faile IVBUDDY J FAILE IV
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Barry BeasleyBARRY BEASLEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Marion H GrierMARION H GRIER
PRESIDENT
- Total calculated
- $0
- Hours/week
- 5
-
Devon BagleyDEVON BAGLEY
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Robert CollinsROBERT COLLINS
TREASURER
- Total calculated
- $0
- Hours/week
- 5
-
Mark StricklandMARK STRICKLAND
VICE PRESIDENT
- 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
- 2022
- Filed
- 8 February 2024
- IRS schema version
- 2022v5.0
- Source object
- 202400469349303100
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