Totals
- Total revenue
- $5,814,929
- Total expenses
- $2,539,167
- Contributions and grants received
- $5,107,808
- Grants paid
- $0
- Program service revenue
- $12,846
- Investment income
- $645,900
- Other revenue
- $48,375
- Total assets, end of year
- $38,189,413
- Total liabilities, end of year
- $254,727
- Net assets or fund balances, end of year
- $37,934,686
- Program services expenses (Part IX)
- $1,812,110
- Management and general expenses
- $357,312
- Fundraising expenses
- $369,745
- Program service expenses (Part III)
- $1,812,110
Program services were 71.4% 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.
-
1c · Fundraising events
$156,456
-
1f · All other contributions, gifts and grants
$4,951,352
-
1g · Noncash contributions included above
$852,317
-
2a · Program service revenue: FEES FOR SERVICES
total $12,846 · related or exempt $12,846
-
3 · Investment income
total $644,323 · excluded $644,323
-
6a · Gross rents
real property $42,449
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $42,449
-
6d · Net rental income or loss
total $42,449 · excluded $42,449
-
7a · Gross sales of assets other than inventory
securities $1,577
-
7b · Less cost or other basis and sales expenses
securities $0
-
7c · Gain or loss
securities $1,577
-
7d · Net gain or loss
total $1,577 · excluded $1,577
-
8a · Fundraising events: gross income
$35,699
-
8a · Fundraising events: contributions included on line 1c
$156,456
-
8b · Fundraising events: direct expenses
$35,699
-
8c · Net income from fundraising events
total $0
-
10a · Gross sales of inventory
$520
-
10b · Cost of goods sold
$0
-
10c · Net income from sales of inventory
total $520 · related or exempt $520
-
11a · Other revenue: PUBLIC PROGRAMS & OUTI
total $5,406 · excluded $5,406
-
11e · Other revenue, total
$5,406
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $130,587 · program services $89,531 · management and general $18,849 · fundraising $22,207
-
7 · Other salaries and wages
total $1,026,978 · program services $707,664 · management and general $147,727 · fundraising $171,587
-
8 · Pension plan contributions
total $38,742 · program services $26,689 · management and general $5,575 · fundraising $6,478
-
9 · Other employee benefits
total $104,671 · program services $67,845 · management and general $15,670 · fundraising $21,156
-
10 · Payroll taxes
total $91,768 · program services $63,198 · management and general $13,208 · fundraising $15,362
-
11b · Fees: legal
total $35,913 · program services $24,162 · management and general $11,751
-
11c · Fees: accounting
total $105,930 · management and general $105,930
-
11g · Fees: other
total $153,889 · program services $147,573 · management and general $3,882 · fundraising $2,434
-
12 · Advertising and promotion
total $1,859 · program services $1,115 · management and general $283 · fundraising $461
-
13 · Office expenses
total $21,075 · program services $12,646 · management and general $3,207 · fundraising $5,222
-
14 · Information technology
total $63,766 · program services $21,704 · management and general $2,801 · fundraising $39,261
-
16 · Occupancy
total $43,737 · program services $31,547 · management and general $5,118 · fundraising $7,072
-
17 · Travel
total $9,247 · program services $7,720 · management and general $625 · fundraising $902
-
19 · Conferences, conventions and meetings
total $17,015 · program services $10,210 · management and general $2,589 · fundraising $4,216
-
22 · Depreciation, depletion and amortization
total $91,915 · program services $66,190 · management and general $10,800 · fundraising $14,925
-
23 · Insurance
total $66,519 · program services $50,535 · management and general $6,711 · fundraising $9,273
-
24a · Other expenses: LAND PROTECTION
total $423,943 · program services $423,943
-
24b · Other expenses: PRINTING AND PUBLICATIO
total $24,755 · program services $24,356 · management and general $190 · fundraising $209
-
24c · Other expenses: LAND MAINTENANCE
total $14,269 · program services $14,269
-
24d · Other expenses: LICENSES AND FEES
total $11,385 · program services $7,343 · management and general $1,198 · fundraising $2,844
-
24e · All other expenses
total $61,204 · program services $13,870 · management and general $1,198 · fundraising $46,136
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $108,844 · end of year $291,248
-
2 · Savings and temporary cash investments
beginning of year $1,160,190 · end of year $516,065
-
3 · Pledges and grants receivable
beginning of year $27,624 · end of year $6,085
-
9 · Prepaid expenses and deferred charges
beginning of year $34,071 · end of year $56,635
-
10a · Land, buildings and equipment: cost or other basis
$13,562,612
-
10b · Land, buildings and equipment: accumulated depreciation
$1,223,250
-
10c · Land, buildings and equipment, net
beginning of year $12,223,479 · end of year $12,339,362
-
11 · Investments: publicly traded securities
beginning of year $20,114,915 · end of year $24,891,749
-
15 · Other assets
beginning of year $86,362 · end of year $88,269
-
17 · Accounts payable and accrued expenses
beginning of year $185,296 · end of year $219,450
-
25 · Other liabilities
beginning of year $558,855 · end of year $35,277
-
27 · Net assets without donor restrictions
beginning of year $22,121,442 · end of year $23,866,783
-
28 · Net assets with donor restrictions
beginning of year $10,889,892 · end of year $14,067,903
Mission and programs · 2024
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 CURRENTLY OWNS 2,477 ACRES ON 95 PROPERTIES AND HOLDS CONSERVATION EASEMENTS (KNOWN AS CONSERVATION RESTRICTMENTS IN MASSACHUSETTS) ON 103 ADDITIONAL LANDS THAT SPAN 3,523 ACRES. THE ORGANIZATION HAS ALSO HELPED TO PROTECT MORE THAN 70 MILES OF TRAILS.
Activities or mission (Part I)
LAND & RIVER PROTECTION, CONSERVATION LAND STEWARDSHIP AND ENVIRONMENTAL 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, PUBLIC ENJOYMENT, AND AGRICULTURE. IN SOME CASES, THE ORGANIZATION ACQUIRES PROPERTY TO OWN AND MANAGE, 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 $935,134
-
THE STEWARDSHIP PROGRAM IS RESPONSIBLE FOR THE MANAGEMENT OF THE CONSERVATION LANDS THAT THE ORGANIZATION OWNS AND FOR THE MONITORING AND OVERSIGHT OF CONSERVATION RESTRICTIONS. THE STEWARDSHIP PROGRAM INCLUDES ECOSYSTEM AND HABITAT PROTECTION AND RESTORATION, MAINTENANCE OF VIEWS, ACCESS, AND TRAILS, PROTECTION OF THE LEGACY OF THE PROPERTIES, AND COORDINATION OF THE MANY STEWARDSHIP VOLUNTEERS.
Expenses $635,589
-
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 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. THE ORGANIZATION ALSO CONDUCTS COMMUNITY DEVELOPMENT ACTIVITIES AND PROVIDES EDUCATIONAL PROGRAMMING.
Expenses $241,387 · Revenue $13,366
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Paul BakstranPAUL BAKSTRAN
PRESIDENT
- Total calculated
- $0
- Hours/week
- 5
-
Molly CutlerMOLLY CUTLER
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 5
-
Peter MartinPETER MARTIN
CLERK
- Total calculated
- $0
- Hours/week
- 5
-
Lisa SchimmelLISA SCHIMMEL
TREASURER
- Total calculated
- $0
- Hours/week
- 5
-
Colin AndersonCOLIN ANDERSON
DIRECTOR (UNTIL 9/2024)
- Total calculated
- $0
- Hours/week
- 1
-
Sherri ClineSHERRI CLINE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Steve CorreiaSTEVE CORREIA
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
-
Eric KleinERIC KLEIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Loring Labarbera SchwarzLORING LABARBERA SCHWARZ
DIRECTOR (AS OF 9/2024)
- Total calculated
- $0
- Hours/week
- 1
-
John MastrobattistaJOHN MASTROBATTISTA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Harry NewellHARRY NEWELL
DIRECTOR (AS OF 9/2024)
- Total calculated
- $0
- Hours/week
- 1
-
Karin PaquinKARIN PAQUIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Greg PetersonGREG PETERSON
DIRECTOR (UNTIL 9/2024)
- Total calculated
- $0
- Hours/week
- 1
-
Richard PerkinsRICHARD PERKINS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jim ValoneJIM VALONE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ruth Kennedy SudduthRUTH KENNEDY SUDDUTH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Davnet ConwayDAVNET CONWAY
EXECUTIVE DIRECTOR (STARTED 3/2025)
- Total calculated
- $0
- Hours/week
- 40
-
Lindsey KetchelLINDSEY KETCHEL
EXECUTIVE DIRECTOR (UNTIL 7/2024)
- Total calculated
- $157,933
- From this org
- $142,109
- From related orgs
- $0
- Other
- $15,824
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $99,415
- Bonus
- $0
- Other
- $42,694
- Deferred
- $4,589
- Nontaxable benefits
- $11,235
- Filer's total
- $157,933
-
Laura MatteiLAURA MATTEI
DIRECTOR OF CONSERVATION
- Total calculated
- $143,260
- From this org
- $124,989
- From related orgs
- $0
- Other
- $18,271
- Hours/week
- 40
-
Cecil Hynds-RiddleCECIL HYNDS-RIDDLE
DEVELOPMENT DIRECTOR
- Total calculated
- $120,668
- From this org
- $102,290
- From related orgs
- $0
- Other
- $18,378
- 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 · Approval by the board or compensation committee
- 4a · Severance or change-of-control payment
Answered no
- 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
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 4A
- LINDSEY KETCHEL, EXECUTIVE DIRECTOR, RECEIVED $42,694 IN SEVERANCE PAYMENT FOR HER SERVICES WITH THE ORGANIZATION.
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
- 2024
- Filed
- 12 February 2026
- IRS schema version
- 2024v5.5
- Source object
- 202600439349301535
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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