2024-11-14T14:23:25-06:00 2024-06-30 141555429 UHY ADVISORS NORTHEAST INC ONE HUDSON CITY CENTRE SUITE 204 HUDSON NY 12534 990 2023-07-01 222757332 COLUMBIA LAND CONSERVANCY INC COLU 5183925252 49 MAIN STREET CHATHAM NY 12037 TROY WELDY PRESIDENT 5183925252 2024-11-14 1 0 N THERESE WOLFE P00748483 5188281565 2024-11-14 2023 2024-10-15 13:58:12Z X TROY WELDY 49 MAIN STREET CHATHAM NY 12037 5992086 0 X WWW.COLUMBIALAND.ORG X 1986 NY THE COLUMBIA LAND CONSERVANCY, INC. IS A NON-PROFIT LAND TRUST WORKING IN COLUMBIA COUNTY, NY TO BRING PEOPLE TOGETHER TO CONSERVE, APPRECIATE, AND ENJOY LAND. 16 16 21 126 0 0 5288993 4017446 143867 19546 337269 532632 6046 3262 5776175 4572886 0 0 1315377 1340518 0 189472 1080717 2573069 2396094 3913587 3380081 659299 27335351 31701273 918080 3343399 26417271 28357874 X THE COLUMBIA LAND CONSERVANCY, INC. IS A NON-PROFIT LAND TRUST WORKING IN COLUMBIA COUNTY, NY TO BRING PEOPLE TOGETHER TO CONSERVE, APPRECIATE, AND ENJOY LAND. 0 0 653781 4000 PUBLIC CONSERVATION AREA MANAGEMENT: CLC OWNS 13 PUBLIC CONSERVATION AREAS (PCA). TEN PCAS ARE OPEN TO THE PUBLIC FOR HIKING AND OUTDOOR ENJOYMENT. THEY ARE MAINTAINED FOR WILDLIFE HABITAT, RECREATION, AND CLC'S EDUCATIONAL PROGRAMS, THE AREAS OFFER A DIVERSITY OF EXPERIENCES AND ECOSYSTEMS. THREE PCAS ARE NOT YET OPEN TO THE PUBLIC. CLC ALSO MANAGES ONE PUBLIC RESERVE FOR SCENIC HUDSON LAND TRUST, INC. CLC'S PCAS ARE VISITED BY APPROXIMATELY 40,000 PEOPLE EACH YEAR. 357169 6842 COMMUNITY OUTREACH AND EDUCATION: CLC WORKS TO COMMUNICATE ITS MISSION AND THE IMPORTANCE OF CONSERVATION THROUGHOUT THE COUNTY WITH AN ACTIVE AND DIVERSE PROGRAM OF PUBLIC INFORMATION AND ADVOCACY FOR CONSERVATION VALUES. AMONG OTHER THINGS, CLC PROVIDES NUMEROUS INFORMATIONAL PROGRAMS TO COMMUNITY GROUPS, ISSUES FREQUENT PRESS RELEASES ABOUT THEIR PROGRAMS AND PROJECTS, MAINTAINS A SUBSTANTIVE AND ACTIVE WEBSITE AND FACEBOOK PRESENCE. CLC ALSO OFFERS REGULAR OUTDOOR EDUCATION AND RECREATION OPPORTUNITIES FOR THE PUBLIC TO PROMOTE AN APPRECIATION FOR THE NATURAL RESOURCES AND LANDSCAPES WITHIN COLUMBIA COUNTY. IN 2023, CLC PROVIDED AN ARRAY OF EDUCATIONAL PROGRAMMING AND EVENTS AS WELL AS A VARIETY OF DIGITAL ACTIVITIES AND RESOURCES VIA SOCIAL MEDIA CHANNELS AND OUR WEBSITE. CLC HELD 75 PROGRAMS SERVICING 2,000 INDIVIDUALS. 2051865 7700 LAND PROTECTION ACTIVITIES: CLC EMPLOYS A THREE-PRONGED PROGRAMMATIC APPROACH TO ITS LAND PROTECTION MISSION. CONSERVATION EASEMENTS: CLC HELPS FAMILIES AND INDIVIDUALS PROTECT PRIVATELY OWNED LAND WITH HIGH CONSERVATION VALUE BY CREATING, ACCEPTING, AND STEWARDING CONSERVATION EASEMENTS, ENSURING THE OWNER'S CONSERVATION VISION WILL BE UPHELD FOREVER. CLC CURRENTLY HAS 268 LANDOWNER RELATIONSHIPS UNDER THIS PROGRAM. SUPPORT OF LAND USE PLANNING & COMMUNITY PROJECTS: WORKING WITH MUNICIPALITIES, COMMUNITIES AND CONSERVATION GROUPS, CLC ENCOURAGES LAND USE PLANNING PRACTICES AND PROCEDURES THAT SUPPORT PROTECTION OF THE COUNTY'S RICH CONSERVATION RESOURCES AND HELPS TO IMPLEMENT LOCAL CONSERVATION EFFORTS, INCLUDING FUNDRAISING, ACQUISITION, SITE PLANNING, AND THE LIKE FOR CREATION OF PUBLIC OPEN SPACES, TRAINING OF LOCAL OFFICIALS AND VOLUNTEERS AND STEWARDSHIP OF LAND FOR HABITAT, RECREATION, AND EDUCATION. IN 2023, CLC'S OUTREACH EFFORTS SERVED APPROXIMATELY 517 INDIVIDUALS. SUPPORT FOR AGRICULTURE: CLC BELIEVES THAT A STRONG AND VIBRANT FARM SECTOR IS, AMONG OTHER THINGS, AN IMPORTANT CONSERVATION ASSET TO THIS AREA, WHERE CENTURIES OF FARMING HAVE LEFT AN INCREDIBLE MARK ON THE COUNTY'S LANDS, CONSERVATION RESOURCES, AND SCENIC ATTRIBUTES. CLC WORKS TO FIND WAYS TO SUPPORT AN ACTIVE AND RESURGENT AGRICULTURAL COMMUNITY, INCLUDING THE DEVELOPMENT AND IMPLEMENTATION OF INNOVATIVE STRATEGIES INCLUDING CONSERVATION MEASURES AND OTHER PROGRAMS TO HELP NEW FARMERS AND FARMERS WHO WANT TO EXPAND THEIR OPERATION ACCESS FARMLAND THAT MIGHT OTHERWISE BE UNACCESSIBLE TO THEM. THIS PROGRAM SERVED 550 PEOPLE IN 2023. 256393 1004 EASEMENT STEWARDSHIP AND MANAGEMENT: CLC IS RESPONSIBLE TO ENSURE THAT THE GOALS OF EVERY EASEMENT CLC HOLDS ARE RESTRICTED IN PERPETUITY. CLC MONITORS ITS EASEMENT PROPERTIES (30,851 ACRES AT 6/30/24) ANNUALLY (ALL ARE AERIALLY MONITORED AND/OR VISITED IN PERSON BY A STAFF PERSON IN ALTERNATING YEARS) TO ENSURE THE TERMS OF THE EASEMENT ARE BEING UPHELD AND APPROPRIATE ACTION IS TAKEN IN ACCORDANCE WITH THE BEST PROFESSIONAL STANDARDS AND PRACTICES IF AND WHEN NECESSARY. 256393 1004 3319208 1 1 0 1 0 0 1 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 34 0 1 21 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X X X JESSICA HOLMES 5183925252 49 MAIN STREET CHATHAM NY 12037 SARA CASHEN CHAIR 6.00 X X 0 0 0 ROBIN ANDREWS VICE CHAIR 3.00 X X 0 0 0 SETH MASTERS TREASURER 2.00 X X 0 0 0 PETER REED SECRETARY 5.00 X X 0 0 0 CHRIS CASHEN TRUSTEE 1.00 X 0 0 0 MARK LEVY TRUSTEE 2.00 X 0 0 0 THOMAS POTTER TRUSTEE 3.00 X 0 0 0 ED HOE TRUSTEE 2.00 X 0 0 0 MEREDITH KANE TRUSTEE 2.00 X 0 0 0 CALEB WHITE TRUSTEE 1.00 X 0 0 0 JIM KOSCIS TRUSTEE 3.00 X 0 0 0 WILL YANDIK TRUSTEE 1.00 X 0 0 0 CARA BOYLE TRUSTEE 2.00 X 0 0 0 MICHAEL GOLDEN TRUSTEE 5.00 X 0 0 0 KERI LATIOLAIS TRUSTEE 2.00 X 0 0 0 ALICE LEBLANC TRUSTEE 2.00 X 0 0 0 JESSICA HOLMES DIRECTOR OF OPERATIONS 35.00 X 88236 0 22618 TROY WELDY PRESIDENT 50.00 X 132415 0 38762 220651 0 61380 1 0 1 0 0 718373 3299073 15618 4017446 PROJECT REVENUE 19546 19546 19546 458203 458203 23681 27378 -3697 -3697 -3697 244695 1220429 244695 1146000 0 74429 74429 74429 1226 1127 99 99 MISCELLANEOUS 6860 6860 6860 4572886 97237 0 458203 266305 53261 133152 79892 788010 691802 73627 22581 203006 144523 38987 19496 83197 58702 16471 8024 61427 61177 250 39180 39180 221184 203301 17513 370 4628 265 4363 117871 87553 8824 21494 36884 29738 3172 3974 6910 4401 1633 876 110009 110009 77485 70672 3207 3606 71216 53131 18085 PURCHASE OF DEVELOPMENT 1264497 1264497 TRADE LAND 173388 173388 PROPERTY MAINTENANCE AN 107115 107115 PRINTING AND DESIGN 59557 41287 1537 16733 221718 164386 44906 12426 3913587 3319208 404907 189472 1251975 3719240 435602 463346 329937 6804 6817 133640 115418 12629008 1380019 12207101 11248989 13272485 15445270 0 400000 27335351 31701273 125157 138243 25890 2890119 767033 315037 918080 3343399 X 9924358 10439346 16492913 17918528 26417271 28357874 27335351 31701273 659299 1316244 -34940 0 X 0 1 X 1 0 X 3036799 1010499 2775673 4844993 4036992 15704956 3036799 1010499 2775673 4844993 4036992 15704956 528036 15176920 264461 107088 325729 317269 458203 1472750 40829 24797 79874 145583 26505 317588 17495294 0.86750 0.86960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 294731 267726 237230 315960 1115647 1673471 2758 6593 10777 8873 29001 73683 66932 59308 78990 278913 418370 1865 1593 777 3585 7820 X X X 218 30851.00 0 1 1 3738.00 256393 7722814 1022432 244695 8500551 7244451 1691 705730 229058 7722814 8541897 51 -1084247 213250 7244451 7902907 5051 757864 123925 8541897 7078594 68132 956936 200755 7902907 1.00000 1 0 10117157 10117157 2035068 970091 1064977 282873 216158 66715 193910 193770 140 11248989 X 5885880 1316244 3185 1319429 4566451 34940 -28505 6435 4572886 3945277 3185 28505 31690 3913587 0 3913587 PART II, LINE 9: CLC DOES NOT REPORT CONSERVATION EASEMENTS IN REVENUE AND EXPENSE STATEMENTS OR AS A BALANCE SHEET ITEM. THE FOOTNOTE FROM CLC'S AUDITED FINANCIAL STATEMENTS REGARDING CONSERVATION EASEMENTS READS AS FOLLOWS: CONSERVATION EASEMENTS ARE VOLUNTARY LEGAL AGREEMENTS BY WHICH LANDOWNERS CAN ELECT TO ENSURE PERMANENT PROTECTION OF THE CONSERVATION VALUES OF THEIR PROPERTY. EASEMENT DONORS CONTINUE TO OWN THE PROPERTY IN FEE, WITH THE RIGHT TO LIVE ON, RENT, MORTGAGE, OR CONVEY THEIR LAND SUBJECT ONLY TO THE USE RESTRICTIONS AND, SOMETIMES, SITE PLANNING CONSTRAINTS SET OUT IN THE EASEMENT. CLC DOES NOT ATTRIBUTE VALUE TO THE EASEMENTS HELD. EASEMENTS ARE NOT MARKETABLE INTERESTS IN REAL ESTATE, AND HAVE NO SEGREGABLE ECONOMIC VALUE TO CLC. INDEED, THE EASEMENTS IMPOSE ON CLC A PERPETUAL OBLIGATION TO MONITOR AND STEWARD THE PROPERTIES, THE COSTS OF WHICH ARE AN ON-GOING EXPENSE IN CLC'S ANNUAL BUDGET. AS OF JUNE 30, 2024, CLC HOLDS A TOTAL OF 218 EASEMENTS OF 30,851 ACRES IN COLUMBIA COUNTY. PART V, LINE 4: PROCEEDS FROM PERMANENTLY RESTRICTED FUNDS ARE USED TO MANAGE PUBLIC CONSERVATION AREAS AND TO PROVIDE FUNDING FOR UPKEEP AND IMPROVEMENT OF HOUSING THAT CLC OWNS IN PART TO PROVIDE QUALITY, AFFORDABLE HOUSING FOR THE STAFF (AND TO OTHERWISE SUPPORT STAFF HOUSING EXPENSES) AS WELL AS TO PROVIDE GENERAL OPERATING SUPPORT. PART X, LINE 2: THE ORGANIZATION HAS EVALUATED ANY UNCERTAIN TAX POSITIONS AND RELATED INCOME TAX CONTINGENCIES AND DETERMINED UNCERTAIN POSITIONS, IF ANY, ARE NOT MATERIAL TO THE FINANCIAL STATEMENTS, ACCORDING TO FASB ASC 740-10. PENALTIES AND INTEREST ASSESSED BY INCOME TAXING AUTHORITIES ARE INCLUDED IN OPERATING EXPENSES, IF INCURRED. NONE OF THE ORGANIZATION'S RETURNS ARE CURRENTLY UNDER EXAMINATION. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -1,127. RENTAL EXPENSES -27,378. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 1,127. RENTAL EXPENSES 27,378. 0 0 0 0 0 0 0 0 0 TROY WELDY PRESIDENT 132415 0 0 0 0 0 0 0 38762 0 171177 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT, WITH ASSISTANCE FROM THE AUDITORS, PRESENTS THE FORM 990 TO THE BOARD OF TRUSTEES, AT ONE OF ITS REGULARLY SCHEDULED MEETINGS, FOR THEIR REVIEW AND ACCEPTANCE BEFORE IT IS FILED WITH THE IRS. THE TRUSTEES RECEIVE A REVIEW COPY OF THE COMPLETE FORM ABOUT A WEEK PRIOR TO THE MEETING. FORM 990, PART VI, SECTION B, LINE 12C CLC'S GOVERNANCE COMMITTEE, COMMITTEE CHAIRS, AND PRESIDENT ARE RESPONSIBLE FOR MONITORING AND ENFORCING COMPLIANCE WITH CONFLICT OF INTEREST DISCLOSURES. FORM 990, PART VI, SECTION B, LINE 15A A NEW PRESIDENT WAS HIRED IN SEPTEMBER 2020. THE PRESIDENT'S COMPENSATION WAS DETERMINED BY THE SEARCH COMMITTEE AND WAS BASED PRIMARILY ON A SURVEY OF OTHER NON-PROFITS AND LAND TRUSTS IN OUR REGION. THE ORGANIZATION WILL CONTINUE TO MONITOR VARIOUS REGIONAL AND NATIONAL SALARY DATA REPORTS TO ENSURE THAT THE PRESIDENT'S COMPENSATION IS REASONABLE AND THE BOARD OF TRUSTEES WILL ADJUST AS NECESSARY AS PART OF CLC'S ANNUAL PERFORMANCE REVIEW PRACTICE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AND UPON REQUEST.