Nonprofit · EIN 58-1969605
CATAWBA LANDS CONSERVANCY
Tax-exempt · CHARLOTTE, NC 28203
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $7,293,034 | $6,199,207 | $1,093,827 | $52,889,458 | $1,252,718 | $51,636,740 |
| December 31, 2023 | 990 (amended) | $5,758,196 | $5,744,961 | $13,235 | $51,106,401 | $1,453,193 | $49,653,208 |
| December 31, 2022 | 990 (amended) | $3,775,151 | $3,892,787 | -$117,636 | $50,205,435 | $1,459,076 | $48,746,359 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $6,924,158
- of which government grants
- $123,433
- Program service revenue
- $97,915
- Investment income
- $262,033
- Net income from fundraising events
- -$22,745
- Other revenue
- $8,928
Expenses
- Grants and similar amounts paid
- $74,500
- Compensation of officers, directors and key employees
- $181,434
- Other salaries and wages
- $1,398,722
- Salaries, compensation and benefits (total)
- $1,580,156
- Professional fundraising fees
- $0
- Occupancy
- $121,682
- Travel
- $16,858
- Depreciation
- $116,862
- Program services (functional)
- $5,781,994
- Management and general (functional)
- $195,569
- Fundraising (functional)
- $221,644
Balance sheet and other
- Total assets, start of year
- $51,106,401
- Total assets, end of year
- $52,889,458
- Total liabilities, end of year
- $1,252,718
- Net assets, end of year
- $51,636,740
- Land, buildings and equipment
- $521,522
- Net assets without donor restrictions
- $41,239,545
- Net assets with donor restrictions
- $10,397,195
- Gross receipts
- $7,371,008
- Employees
- 24
- Volunteers
- 250
- Year formed
- 1991
- State of legal domicile
- NC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Bart Landess | Executive Dir. Officer | 50 | $171,593 | $9,841 |
| Allen Clark | Board Member Trustee or director | 2 | $0 | $0 |
| Steve Scruggs | Board Member Trustee or director | 2 | $0 | $0 |
| Dave Priester | Board Member Trustee or director | 2 | $0 | $0 |
| May Barger | Board Member Trustee or director | 2 | $0 | $0 |
| Allan Baucom | Board Member Trustee or director | 2 | $0 | $0 |
| Bill Carstarphen | Board Member Trustee or director | 4 | $0 | $0 |
| Leslie Johnson | Chairman Trustee or director, Officer | 4 | $0 | $0 |
| William Blair | Board Member Trustee or director | 2 | $0 | $0 |
| Phil Kuttner | Board Member Trustee or director | 2 | $0 | $0 |
| Chris Walker | Secretary Trustee or director, Officer | 3 | $0 | $0 |
| Allison Holtzman | Board Member Trustee or director | 2 | $0 | $0 |
| Shawn Wilkerson | Board Member Trustee or director | 2 | $0 | $0 |
| Compie Newman | Board Member Trustee or director | 2 | $0 | $0 |
| Chris Thomas | Board Member Trustee or director | 2 | $0 | $0 |
10 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kacey Thompson | Board Member Trustee or director | 2 | $0 |
| David Maynard | Board Member Trustee or director | 2 | $0 |
| Len Botkin | Board Member Trustee or director | 2 | $0 |
| Janet Hanson | Vice Chair Trustee or director, Officer | 3 | $0 |
| Michael Lucente | Treasurer Trustee or director, Officer | 2 | $0 |
| Lisa Phocas | Board Member Trustee or director | 3 | $0 |
| Blair Boggs | Board Member Trustee or director | 3 | $0 |
| Delane Clark | Board Member Trustee or director | 2 | $0 |
| Jon Morris | Board Member Trustee or director | 2 | $0 |
| Harris Morrison | Board Member Trustee or director | 3 | $0 |
990 for the year ended December 31, 2023: 28 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Bart Landess | Executive Dir. Officer | 50 | $178,564 | $9,666 |
| Nathan Clark | Board Member Trustee or director | 3 | $0 | $0 |
| Steve Scruggs | Board Member Trustee or director | 2 | $0 | $0 |
| Dave Priester | Board Member Trustee or director | 2 | $0 | $0 |
| May Barger | Board Member Trustee or director | 2 | $0 | $0 |
| Allan Baucom | Board Member Trustee or director | 2 | $0 | $0 |
| Bill Carstarphen | Executive Comm. Trustee or director, Officer | 3 | $0 | $0 |
| Leslie Johnson | Vice Chair Trustee or director, Officer | 3 | $0 | $0 |
| Lat Purser | Board Member Trustee or director | 3 | $0 | $0 |
| Phil Kuttner | Board Member Trustee or director, Officer | 2 | $0 | $0 |
| Chris Walker | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| Jarred Cochran | Chairman Trustee or director, Officer | 4 | $0 | $0 |
| Shawn Wilkerson | Board Member Trustee or director | 2 | $0 | $0 |
| Compie Newman | Board Member Trustee or director | 2 | $0 | $0 |
| Chris Thomas | Board Member Trustee or director | 2 | $0 | $0 |
| Kacey Thompson | Board Member Trustee or director | 2 | $0 | $0 |
| Tom Gates | Chairman Trustee or director, Officer | 4 | $0 | $0 |
| Len Botkin | Executive Comm. Trustee or director, Officer | 2 | $0 | $0 |
| Janet Hanson | Board Member Trustee or director | 2 | $0 | $0 |
| Michael Lucente | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| Lisa Phocas | Board Member Trustee or director, Officer | 3 | $0 | $0 |
| Tommy Lee | Board Member Trustee or director, Officer | 3 | $0 | $0 |
| Blair Boggs | Executive Comm. Trustee or director, Officer | 3 | $0 | $0 |
| William Blair | Board Member Trustee or director | 2 | $0 | $0 |
| Delane Clark | Board Member Trustee or director | 2 | $0 | $0 |
| Jennifer DeWitt | Board Member Trustee or director | 2 | $0 | $0 |
| Jon Morris | Board Member Trustee or director | 2 | $0 | $0 |
| Harris Morrison | Board Member Trustee or director, Officer | 3 | $0 | $0 |
990 for the year ended December 31, 2022: 21 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Bart Landess | Executive Dir. Officer | 52 | $179,163 | $9,270 |
| Nathan Clark | Finance Chair Trustee or director, Officer | 3 | $0 | $0 |
| Steve Scruggs | Board Member Trustee or director | 2 | $0 | $0 |
| Dan Clodfelter | Board Member Trustee or director | 2 | $0 | $0 |
| May Barger | Board Member Trustee or director | 2 | $0 | $0 |
| Allan Baucom | Board Member Trustee or director | 2 | $0 | $0 |
| Bill Carstarphen | Board Member Trustee or director | 3 | $0 | $0 |
| Tom Gates | Vice Chair Trustee or director | 4 | $0 | $0 |
| Lisa Richards | Board Member Trustee or director | 3 | $0 | $0 |
| Phil Kuttner | Board Member Trustee or director | 2 | $0 | $0 |
| Chris Walker | Board Member Trustee or director | 2 | $0 | $0 |
| Jim Hovis | Chairman Trustee or director, Officer | 4 | $0 | $0 |
| Shawn Wilkerson | Board Member Trustee or director | 2 | $0 | $0 |
| Compie Newman | Board Member Trustee or director | 2 | $0 | $0 |
| Chris Thomas | Board Member Trustee or director | 2 | $0 | $0 |
| Kacey Thompson | Board Member Trustee or director | 2 | $0 | $0 |
| Kelly Katterhagen | Secretary Trustee or director, Officer | 3 | $0 | $0 |
| Len Botkin | Board Member Trustee or director | 2 | $0 | $0 |
| Janet Hanson | Board Member Trustee or director | 2 | $0 | $0 |
| Tommy Lee | Land Stew Chair Trustee or director | 3 | $0 | $0 |
| William Blair | Board Member Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2400 PARK ROAD SUITE 1, CHARLOTTE, NC 28203-6072
- Principal officer (990 for 2024)
- Charles B Landess
- Signed the 990
- Charles B Landess, Executive Director
- Phone
- (704) 342-3330
- Website
- www.catawbalands.org
- Return prepared by
- Foard and Company PA
Mission
As a nationally accredited land trust, we conserve and manage land for public benefit in North Carolinas Southern Piedmont. We have conserved 235 properties, totaling 17,786 acres of land. We also facilitate the creation of a 1600 mile network of greenways, trails and blueways.
Program accomplishments
- Land Acquisition: Catawba Lands Conservancy (Conservancy) protected five (5) new properties in 2024, totaling 126 acres in three (3) counties. The Conservancy works with willing landowners and communities to conserve land in perpetuity by placing voluntary conservation easements on land, accepting donations of land, and occasionally purchasing land. CLC serves a seven-county region in North Carolina that includes: Catawba, Gaston, Iredell, Lincoln, Mecklenburg, Union, and parts of Cabarrus counties. Our conservation efforts focus on four areas: local farms, wildlife/plant habitat, water quality and connecting people to nature. Additionally, many of our properties have important species and habitat that the state of North Carolina designated as Natural Heritage Areas. Further, some of the properties provide critical habitat for state or federally listed threatened or endangered plants or animals.Expenses $3,692,877
- The Carolina Thread Trail is an initiative to develop a regional network of greenways, trails and blueways (river paddling trails) that covers 1,600 miles and reaches 15 counties in both North and South Carolina, centered on the Greater Charlotte metropolitan area. It is a unique collaboration that will connect communities and conserved land via a network of trails developed through the implementation of locally adopted master plans that all connect to create a single network. The development of the network is predicated on cultivating partnerships with a variety of entities such as local governments, other non-profits and foundations, and private landowners.This long-term project will permanently protect the region's history, natural beauty, and social diversity, while conserving local lands and fostering free and equitable accessibility for residents and visitors. This includes enhancing bicycle and pedestrian transportation as a viable and convenient choice. The Thread Trail will connect more than 2.5 million citizens in North and South Carolina. It will connect points of regional and local significance. It provides multiple public benefits including economic development, conservation of land, enhancement of water quality, cleaner air, non-motorized transportation, and healthy recreation activities. At the end of 2024, there were 1,630 planned trail miles, of which approximately 435 trail miles and 200 designated blueway miles are complete.Previously, Carolina Thread Trail was a separate corporation that was a supporting organization of Foundation for the Carolinas. As of December 31, 2022, Catawba Lands Conservancy and Carolina Thread Trail merged. The merger eliminated the separate corporate entity for Carolina Thread Trail but otherwise did not affect its goals, objectives, personnel or plans.Expenses $1,329,517 · grants $74,500
- Land Stewardship: The Conservancy intentionally stewards its conservation assets. Staff monitors activities on fee owned land through site visits. Current conditions are evaluated against the conditions observed by the Baseline Documentation Report at the time of acquisition. Photographs may be taken and a monitoring report is generated and archived and the site visit is documented in a site visit report. As part of perpetual due diligence, the Conservancy ensures the plant, wildlife, and other conservation values remain undisturbed and protected. Where appropriate on fee owned property, the Conservancy provides public access opportunities, including both blueways and hiking trails, independently and through Carolina Thread Trail. Facilities for public access include a canoe/kayak launch (Spencer Mt. River Access and Pharr Family Preserve access), the Adam Springs Portage Trail, and canoe/kayak take-out (R.Y. McAden Access); and natural surface or paved hiking trails at the South Fork Trail, South Fork Rail Trail, Long Creek Preserve, Seven Oaks Preserve, Pharr Family Preserve, Buffalo Creek Preserve, Sallys Y Preserve, Catawba Springs Preserve, Girl Scouts, and Eastover Ridge Preserve. The Conservancy also monitors conservation easements using the same protocols as fee owned land. On private property protected by conservation easements, the Conservancy works with willing land owners to further enhance the conservation values of the protected property.Expenses $735,745
- Other - Other program expenses relate primarily to community education, outreach, and public programming.Expenses $23,855
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 58-1969605
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1992
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Environment (C340)
- Assets (IRS master file)
- $52,889,458
- Income (IRS master file)
- $7,371,008
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $7,293,034 | $6,199,207 | $52,889,458 | XML |
| 990 | December 2023 | $5,758,196 | $5,744,961 | $51,106,401 | XML |
| 990 | December 2022 | $3,775,151 | $3,892,787 | $50,205,435 | XML |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 58-1969605).
Questions about CATAWBA LANDS CONSERVANCY
- What is the EIN of CATAWBA LANDS CONSERVANCY?
- The employer identification number (EIN) of CATAWBA LANDS CONSERVANCY is 58-1969605.
- Is CATAWBA LANDS CONSERVANCY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to CATAWBA LANDS CONSERVANCY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CATAWBA LANDS CONSERVANCY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CATAWBA LANDS CONSERVANCY due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CATAWBA LANDS CONSERVANCY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of CATAWBA LANDS CONSERVANCY?
- The 990 for the year ended December 31, 2024 names Charles B Landess.
- Who are the officers and directors of CATAWBA LANDS CONSERVANCY?
- The 990 for the year ended December 31, 2024 lists 25 people; 1 received compensation from the organization, the highest $171,593 (Bart Landess, Executive Dir.).
- How much revenue does CATAWBA LANDS CONSERVANCY have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $7,293,034, expenses of $6,199,207 and total assets of $52,889,458 at year end.
Other nonprofits in CHARLOTTE
- SERC RELIABILITY CORPORATION EIN 20-3311003 · last filed 990 for 2025
- TREESCHARLOTTE EIN 46-3867007 · last filed 990 for 2025
- CLEANAIRE NORTH CAROLINA EIN 57-0462653 · last filed 990 for 2024
- ENVISION CHARLOTTE EIN 45-2763386 · last filed 990 for 2024
- 101 GARDENS EIN 81-0707631 · last filed 990 for 2024
- SPRINGCLEAN INC EIN 83-4195019 · last filed 990 for 2025
- FORESTLANDS CONSERVATION FOUNDATION EIN 33-3327982 · last filed 990-PF for 2025
- NORTH CAROLINA ASSOCIATION OF FLOOD PLAIN MANAGERS EIN 56-1802736 · last filed 990 for 2024