2026-08-17T06:12:22-05:00 2025-12-31 561607661 LOWDERMILK CHURCH & CO LLP 121 NORTH STERLING STREET MORGANTON NC 28655 990 2025-01-01 561947390 FOOTHILLS CONSERVANCY OF NORTH CAROLINA INC FOOT 8284379930 POST OFFICE BOX 3023 MORGANTON NC 286803023 ANDREW KOTA EXECUTIVE DIRECTOR 8284379930 2026-08-11 1 PHILLIP E CHURCH P00092400 8284331226 2025 2025-03-06 01:10:19Z ANDREW KOTA 204 AVERY AVE MORGANTON NC 28655 8416501 0 X WWW.FOOTHILLSCONSERVANCY.ORG X 1995 NC A REGIONAL LAND TRUST DEDICATED TO PRESERVING AND PROTECTING IMPORTANT NATURAL RESOURCES OF THE FOOTHILLS REGION. 19 19 12 221 0 0 9626304 7503202 0 17495 6104 402903 307664 133251 9940072 8056851 0 0 0 0 1022335 1173539 0 0 170245 3535055 1734862 4557390 2908401 5382682 5148450 45234297 50845495 1416464 1253233 43817833 49592262 X DEDICATED TO WORKING COOPERATIVELY WITH LANDOWNERS AND PUBLIC AND PRIVATE CONSERVATION PARTNERS TO PRESERVE AND PROTECT IMPORTANT NATURAL AREAS AND OPEN SPACES OF THE BLUE RIDGE FOOTHILLS REGION, INCLUDING WATERSHEDS, ENVIRONMENTALLY SIGNIFICANT HABITATS, FORESTS AND FARMLAND, FOR THIS AND FUTURE GENERATIONS. THE CONSERVANCY SERVES EIGHT COUNTIES: ALEXANDER, BURKE, CALDWELL, CATAWBA, CLEVELAND, LINCOLN, MCDOWELL AND RUTHERFORD. 0 0 2397669 TO WORK COOPERATIVELY WITH LANDOWNERS AND PUBLIC AND PRIVATE CONSERVATION PARTNERS TO PRESERVE AND PROTECT IMPORTANT NATURAL AREAS AND OPEN SPACES OF THE FOOTHILLS REGION 2397669 1 1 0 1 0 0 1 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 1 31 0 1 12 1 0 0 0 0 0 1 1 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X THE ORGANIZATION 8284379930 204 AVERY AVE MORGANTON NC 28655 JEFF MACKINNEY CHAIR 2.00 X X 0 0 0 ANN COSTELLO VICE-CHAIR 2.00 X X 0 0 0 SALLIE CRAIG TREASURER 2.00 X X 0 0 0 FRANCISCO RISSO SECRETARY 2.00 X X 0 0 0 DOUG AUER BOARD MEMBER 2.00 X 0 0 0 CHRISTOPHER AIKEN BOARD MEMBER 2.00 X 0 0 0 JEN BILLSTROM BOARD MEMBER 2.00 X 0 0 0 NELL BOVENDER BOARD MEMBER 2.00 X 0 0 0 ALLEN FULLWOOD BOARD MEMBER 2.00 X 0 0 0 KELLY HAWKINS BOARD MEMBER 2.00 X 0 0 0 PHETOUDONE NIVANH BOARD MEMBER 2.00 X 0 0 0 MICHELLE GAREY BOARD MEMBER 2.00 X 0 0 0 JERRY STENSLAND BOARD MEMBER 2.00 X 0 0 0 MARTHA WHITFIELD BOARD MEMBER 2.00 X 0 0 0 JESSE PLASTER BOARD MEMBER 2.00 X 0 0 0 JIM SAIN BOARD MEMBER 2.00 X 0 0 0 ALISHA STAMEY BOARD MEMBER 2.00 X 0 0 0 ROBIN BRACKETT BOARD MEMBER 2.00 X 0 0 0 AMBER BROWN BOARD MEMBER 2.00 X 0 0 0 ANDREW KOTA EXECUTIVE DIRECTOR 40.00 X 158000 0 0 THOMAS B KENNEY LAND PROTECTION DIRECTOR 40.00 X 105000 0 0 263000 0 0 2 0 1 0 0 286255 3868857 3348090 100550 7503202 FEES FOR SERVICE 561000 17495 17495 17495 182573 182573 13460 0 13460 13460 13460 82826 374255 0 236751 82826 137504 220330 220330 232882 286255 122899 109983 109983 FISCAL SPONSORSHIP 561000 8908 8908 OTHER REVENUE 561000 900 900 9808 8056851 247633 0 306016 263000 184100 52600 26300 686866 480806 137373 68687 59059 41341 11812 5906 93318 65322 18664 9332 71296 49907 14259 7130 54131 37892 10826 5413 30151 30151 22556 15789 4511 2256 6270 4389 1254 627 3601 2521 720 360 18004 12603 3601 1800 14888 14888 183050 128135 36610 18305 19399 13579 3880 1940 CONSERVATION 1160831 1160831 BANK SERVICE CHARGES AN 58508 40952 11704 5852 EVENTS/GRAPHIC DESIGN/M 53313 37660 10435 5218 PRINTING 32991 21789 7468 3734 77169 55014 14770 7385 2908401 2397669 340487 170245 2473396 3452770 324600 181055 1000 6804 6906 38544055 485856 34163524 38058199 8265973 9145565 45234297 50845495 116464 253233 1300000 1000000 1416464 1253233 X 41664780 46706424 2153053 2885838 43817833 49592262 45234297 50845495 X 5148450 625980 -1 X X 0 1 X 1 0 X 6575944 7171410 4297255 9626304 7501629 35172542 6575944 7171410 4297255 9626304 7501629 35172542 35172542 283149 -305740 102043 125944 196033 401429 11321 12654 9808 33783 35607754 32209 0.98780 0.98960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 0 0 0 0 PART II-B, LINE 1: ORGANIZATIONAL STAFF ASSOCIATED WITH THE ORGANIZATION COMMUNICATED WITH LEGISLATORS/GOVERNMENT OFFICIALS IN SUPPORT OF STATE AND FEDERAL CONSERVATION PROGRAMS AND FUNDING. X X X X 38 5505.75 1 1 228.00 27300 4686550 122081 665369 1037110 28686 4408204 4061894 196000 462883 34227 4686550 3251981 332490 506181 28758 4061894 3890489 81048 -559524 133000 27032 3251981 3476474 93510 439731 90806 28420 3890489 0.62860 0.00570 0.36570 1 0 36017084 36017084 825371 134294 691077 480582 220484 260098 1221018 131078 1089940 38058199 INVESTMENTS 9145565 F 9145565 X 8804157 625980 625980 8178177 -121326 -121326 8056851 3029728 0 3029728 -121327 -121327 2908401 PART II, LINE 9: THE CONSERVANCY ACQUIRES EASEMENTS THROUGH BOTH GRANTS AND PURCHASE. THE ACQUISITION OF EASEMENTS ESTABLISHES A FIDUCIARY RESPONSIBILITY FOR THE CONSERVANCY AND NO RECORDING OF AN ASSET OR LIABILITY IS REQUIRED. PART V, LINE 4: THE ORGANIZATION INTENDS TO UTILIZE THE ENDOWMENT FUNDS TO FURTHER THE ORGANIZATION'S MISSION OF LAND PRESERVATION. PART X, LINE 2: FASB ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAX POSITIONS. BASED ON AN EVALUATION OF UNCERTAIN TAX POSITIONS, MANAGEMENT IS REQUIRED TO MEASURE POTENTIAL TAX LIABILITIES THAT COULD HAVE A RISK OF GREATER THAN A 50% LIKELIHOOD OF BEING REALIZED UPON SETTLEMENT. AS OF DECEMBER 31, 2025, MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION HAS NO SUCH RISK AND THEREFORE NO LIABILITIES HAVE BEEN RECORDED FOR UNCERTAIN TAX POSITIONS. THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS MATERIAL TO THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: EVENT EXPENSE -121,325. ROUNDING -1. PART XII, LINE 4B - OTHER ADJUSTMENTS: EVENT EXPENSE -121,325. ROUNDING -2. SWEET LUCY'S AFFAIR 146578 146578 33150 SUMMER APPEAL 2025 129526 129799 -273 2608 2 243033 156456 86577 87141 519137 286255 232882 122899 122899 109983 X X X 0 0 0 0 0 0 0 0 0 ANDREW KOTA EXECUTIVE DIRECTOR 138000 0 20000 0 0 0 0 0 0 0 158000 0 0 0 MARTHA WHITFIELD BOARD MEMBER/GRANTOR 310947 VARIOUS GRANTS 0 X 2 6934 FAIR MARKET VALUE X 5 88235 FAIR MARKET VALUE 0 1 0 SCHEDULE M, LINE 14 1) DONATION OF 11.27 ACRES WITHIN THE TOWNSHIP OF LOWER FORK LOCATED IN BURKE COUNTY, NC. 2) BARGAIN PURCHASE PORTION OF 21.73 ACRES LOCATED ON VEIN MOUNTAIN ROAD LOCATED IN MCDOWELL COUNTY, NC, FOR WGST TRAIL. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 IS PROVIDED TO EACH BOARD MEMBER BY EMAIL, AND IS PREVIOUSLY REVIEWED BY THE ORGANIZATION'S FINANCE COMMITTEE FOR ACCURACY BEFORE PROVIDING TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEETINGS ARE HELD FOUR TIMES EACH YEAR. ANY MEMBER WITH A CONFLICT OF INTEREST IS REQUIRED TO DISCLOSE AT THE MEETING. FORM 990, PART VI, SECTION B, LINE 15 PERFORMANCE REVIEW IS DONE BY THE BOARD CHAIRPERSON WHO RECOMMENDS TO THE EXECUTIVE COMMITTEE THE PROPOSED COMPENSATION. THE EXECUTIVE COMMITTEE, WHICH HAS THE AUTHORITY TO ACT ON BEHALF OF THE BOARD OF DIRECTORS, VOTES TO APPROVE OR DISAPPROVE THE COMPENSATION RECOMMENDATION. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ONLINE AT GUIDESTAR. FORM 990, PART XI, LINE 9: ROUNDING -1. FORM 990, PART XII, LINE 2C: THE FINANCE COMMITTEE IS PRIMARILY RESPONSIBLE FOR PROVIDING FINANCIAL OVERSIGHT FOR THE ORGANIZATION, INCLUDING ANNUAL BUDGETING AND SHORT AND LONG TERM FINANCIAL PLANNING, FINANCIAL REPORTING, AND THE CREATION AND MONITORING OF INTERNAL CONTROLS AND ACCOUNTABILITY POLICIES.