Totals
- Total revenue
- $58,956
- Total expenses
- $15,492
- Contributions and grants received
- $40,998
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $5,956
- Other revenue
- $12,002
- Total assets, end of year
- $1,661,709
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $1,661,709
- Program services expenses (Part IX)
- $13,917
- Management and general expenses
- $1,143
- Fundraising expenses
- $432
- Program service expenses (Part III)
- $13,917
Program services were 89.8% 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
$2,929
-
1f · All other contributions, gifts and grants
$38,069
-
3 · Investment income
total $5,956 · related or exempt $5,956
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: gross income
$11,540
-
8b · Fundraising events: direct expenses
$4,838
-
8c · Net income from fundraising events
total $6,702
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: HUNTING LEASE
total $5,300 · related or exempt $5,300
-
11e · Other revenue, total
$5,300
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $0
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $75 · program services $75
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $2,213 · program services $1,837 · management and general $376
-
14 · Information technology
total $859 · program services $547 · management and general $129 · fundraising $183
-
15 · Royalties
total $0
-
16 · Occupancy
total $995 · program services $746 · fundraising $249
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $698 · program services $698
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $4,256 · program services $3,618 · management and general $638
-
24a · Other expenses: Preserved property taxes
total $4,443 · program services $4,443
-
24b · Other expenses: Training
total $914 · program services $914
-
24c · Other expenses: Charitable donations
total $500 · program services $500
-
24d · Other expenses: Dues & Subscriptions
total $465 · program services $465
-
24e · All other expenses
total $74 · program services $74
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $154,358 · end of year $187,138
-
2 · Savings and temporary cash investments
end of year $0
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$1,474,571
-
10c · Land, buildings and equipment, net
beginning of year $1,421,599 · end of year $1,474,571
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $0
-
27 · Net assets without donor restrictions
beginning of year $1,553,981 · end of year $1,639,733
-
28 · Net assets with donor restrictions
beginning of year $21,976 · end of year $21,976
Mission and programs · 2023
Mission
To preserve, protect and restore native hardwood forests and scenic natural areas, biodiversity, wildlife habitat, and water quality on the Western Highland Rim of Tennessee. Each of its 3 programs are based on this mission statement.
Activities or mission (Part I)
Swan Trust has been a volunteer nonprofit with a totally independent, unpaid board that has preserved, protected, and restored native hardwood forests, biodiversity, wildlife habitat, and water quality on the TN Western Highland Rim for the past 30 years. In 2022, Swan Trust purchased 141 acres, increasing our preserved land to 1,500 acres. Volunteers work to eliminate invasive species and monitor conservation easements. Volunteers provide public education to protect the environment through hikes, newsletters, bioblitz, and childrens programs on climate change, plant, animal and insect biodiversity.
-
Swan Trusts Preservation Program includes land acquisitions and the preparation, filing, and monitoring of conservation easements. Volunteers perform all the work on grant proposals, easements, stewardship, and monitoring of the 1,500-acre Big Swan Headwaters Preserve and 100-acre Highland Woods Preserve.
Expenses $7,152
-
Swan Trusts Protection Program includes educational outreach to promote protection of Tennessees Western Highland Rim through plant, bird, arthropod, and amphibian identification hikes, newsletters, and childrens environmental programs.Swan Trust presented 7 events between April and September with experts in botany, biology, ecology, ornithology, and biodiversity for public education. A calendar of these events was printed and mailed to 600 residents of Tennessee, Kentucky and Alabama and posted on the website. On 8/12/23, Swan Trust organized a panel of experts and volunteers to explore the biodiversity of one of the rare prairie barrens in Tennessee, near Big Swan Headwaters Preserve, by identifying and counting butterflies, moths, damselflies, and dragonflies. Data is compiled for future population monitoring.In 2023, Swan Trusts volunteer biologist met with students in a local school on five occasions to perform fall seed collections, pull invasive plants, explore a wetland, and learn about birds. She also met with the Cool Springs Montessori School to collect macroinvertebrates in the South Harpeth River and teach about water quality in Edwin Warner Park. She also met with the childrens environmental group, Water Walkers,to explore water quality of Lick Creek in Hickman County. Swan Trust volunteers provided tubs of macroinvertebrates from Big Swan Creek at the Hohenwald October Heritage Festival to teach children about biodiversity and water quality.
Expenses $3,937
-
Swan Trusts Restoration Program includes elimination of invasive species and stewardship of its 1500 acres. In 2022, Swan Trust purchased 141 acres appraised at $280,000 increasing its preserved land to 1,500 acres. In 2023, volunteers worked on the newly purchased land to eliminate invasive plant species on March 11, August 31, September 8, September 23, and November 18, 2023. All labor and equipment were provided free of charge.
Expenses $2,828
As filed on the 2023 return.
Listed in Part VII
-
JAMES MOORE
President
- Total calculated
- $0
- Hours/week
- 2
-
CAROL NELSON
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
MICHAEL A LEE
Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
CYNTHIA ROHRBACH
Trustee
- Total calculated
- $0
- Hours/week
- 35
-
ROSE CROCKETT
Vice President
- Total calculated
- $0
- Hours/week
- 3
-
ALANA ELLEN COOK
Trustee
- Total calculated
- $0
- Hours/week
- 30
-
THERESA BROWN
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
KENNETH BRECKENRIDGE
Trustee
- Total calculated
- $0
- Hours/week
- 5
-
NATHAN LAFFERTY
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
CINDY THOMAS
Trustee
- 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
- 2023
- Filed
- 23 October 2024
- IRS schema version
- 2023v5.1
- Source object
- 202412979349302101
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