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Mount Grace Land Conservation Trust Inc

 1461 Old Keene Road
 Athol, MA 01331
[P] (978) 248-2043
[F] (978) 248-2053
www.mountgrace.org
landtrust@mountgrace.org
David Kotker
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INCORPORATED: 1986
 Printable Profile (Summary / Full)
EIN 04-2938967

LAST UPDATED: 02/09/2017
Organization DBA M.G.L.C.T.
Former Names --
Organization received a competitive grant from the Boston Foundation in the past five years No

Summary

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Mission StatementMORE »

Mount Grace Land Conservation Trust protects significant natural, agricultural, and scenic areas and encourages land stewardship in north central and western Massachusetts for the benefit of the environment, the economy, and future generations.

Mission Statement

Mount Grace Land Conservation Trust protects significant natural, agricultural, and scenic areas and encourages land stewardship in north central and western Massachusetts for the benefit of the environment, the economy, and future generations.

FinancialsMORE »

Fiscal Year June 01, 2016 to May 31, 2017
Projected Income $1,497,402.00
Projected Expense $1,497,402.00

ProgramsMORE »

  • Americorps MassLIFT
  • Community Conservation Program
  • Farm Conservation Program
  • Landscape Conservation Program
  • North Quabbin Regional Landscape Partnership

Revenue vs. Expense ($000s)

Expense Breakdown 2015 (%)

Expense Breakdown 2014 (%)

Expense Breakdown 2013 (%)

For more details regarding the organization's financial information, select the financial tab and review available comments.


Overview

Mission Statement

Mount Grace Land Conservation Trust protects significant natural, agricultural, and scenic areas and encourages land stewardship in north central and western Massachusetts for the benefit of the environment, the economy, and future generations.

Background Statement

Mount Grace was incorporated in June of 1986, when local citizens and land use professionals came together to discuss their common concerns. The group met informally over seven months, and talked about how they might address the rapid, unorganized development of productive farm and forestland in north central and western Massachusetts.

The first project attributed to the newly established “Mount Grace Land Conservation Trust” was the conservation of a tract of land that had been doomed to be transformed into 200 house lots: the 365-acre Lawton Tree Farm in Athol, now the Lawton State Forest. Since that first success, Mount Grace has protected more than 28,000 acres through the completion of over 200 projects.

Mount Grace’s extraordinary success is attributable to a highly qualified and committed Board of Directors with extensive experience in land conservation, forest stewardship and communications. The Board of Directors is supported by an energetic and dedicated staff, which has grown from one land protection specialist in 1986, to our present staff of eleven full-time and one part-time employees. Numerous volunteers—many of whom provide pro-bono professional services—assist in Mount Grace’s efforts.

The base area of our conservation efforts is a 23-town region in north central and western Massachusetts, but we occasionally work with landowners outside of these towns. Membership support comes from the region that we serve, as well as from individuals across Massachusetts and the United States.

Mount Grace is a private, registered, 501(c)3 non-profit organization. Over 1,200 members support us with annual membership dues, special gifts and donations. The trust’s work is sustained by individuals who have a common goal: they want to see the rural landscape and natural resources of north central and western Massachusetts preserved, so that all may enjoy and appreciate these lands in perpetuity.


Impact Statement

Since 1986, Mount Grace has conserved more than 31,000 acres of open space in Massachusetts.

2016 Accomplishments:

Protecting Working Lands: Mount Grace conserved 2,000 acres in 2016, including working farms, new public conservation areas, a research forest owned by Harvard University, and a new town forest owned by Athol Massachusetts. 

Assessing Regional Food Systems: Our new Community Food Systems Assessment helped us learn about the state of local farms, create more awareness among farm owners about conservation options, and find farmland owners interested in providing land access to young farmers.  

New Conservation Areas Open to the Public: Our new Eagle Reserve Conservation Area is a 139-acre mix of woods, wetlands, and open water that is one of the North Quabbin’s most breathtaking places. Mount Grace also protected the 143-acre Alderbrook Meadows in Northfield, whose owners then   donated five acres on Route 63 to Mount Grace to serve as the site of an accessible trail to a scenic pond.

 

2017 Priorities:

The Mormon Hollow Working Lands Project: Mount Grace is working with the Towns of Wendell and Montague to follow up on our successful conservation of Sugarbush Farm by protecting 712 more acres held by nine families, including 544 acres of farms. The project will safeguard significant native historical sites and cultural resources including the Robert Frost Trail and New England Scenic Trail.

Engaging Diversity on the Land:  Building on pilot programs with Dexter Park School in Orange, Mount Grace aims to increase youth engagement through science-based curriculum delivery at the classroom level, including field trips to our conservation areas. 

Protecting the Quabbin Watershed: Mount Grace continues to coordinate the $10M+ Quabbin to Wachusett Project—slated to close this year—which will result in the conservation of more than 4,000 acres in six Massachusetts towns.


Needs Statement



  • We need to build our endowment to help insure the long-term future of the Conservancy. Since its inception in 1986, Mount Grace has raised the funds to support each year's annual budget. Our goal is to grow our endowment tenfold to $3.5 million.
  • We need $250,000 for our Land Protection Fund to ensure that we have adequate resources on hand to complete our current projects and those in our pipeline.
  • We need 30 additional members for the Margaret Power-Biggs Society – our major donor society. Members contribute $1,000 or more annually to support Mount Grace’s conservation work, and serve as ambassadors in their community, promoting the work of Mount Grace, and enlisting other to help in the cause.

CEO Statement

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Board Chair Statement

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Geographic Area Served

In a specific U.S. city, cities, state(s) and/or region.
PIONEER VALLEY REGION, MA
STATEWIDE
CENTRAL REGION, MA

Our core service area is a 23-town region in north central and western Massachusetts: Ashburnham, Athol, Barre, Bernardston, Erving, Gardner, Gill, Greenfield, Hardwick, Hubbardston, Leyden, Montague, New Salem, Northfield, Orange, Petersham, Phillipston, Royalston, Templeton, Warwick, Wendell, Westminster, and Winchendon.  Our North Quabbin Regional Landscape Partnership also serves Shutesbury, Pelham, and Leverett. Our MassLIFT program serves 200+ communities across the state.

Organization Categories

  1. Environment - Land Resources Conservation
  2. Environment - Forest Conservation
  3. Food, Agriculture & Nutrition - Farmland Preservation

Independent research has been conducted on this organization's theory of change or on the effectiveness of this organization's program(s)

Yes

Programs

Americorps MassLIFT

AmeriCorps-Massachusetts Land Initiative for Tomorrow (MassLIFT) is a collaborative effort of seven regional conservation groups founded and led by Mount Grace. MassLIFT aims to increase collaboration among local conservation groups, increase the land protection and outreach capacity of volunteer conservation groups, foster a conservation ethic in young people through volunteerism in service to the land, inspire a new generation to pursue careers on the land, and increase support for conservation in the community as a whole by encouraging diverse community members to use protected lands. 
 
MassLIFT is funded in part by an AmeriCorps grant administered by the Massachusetts Service Alliance.
Budget  $420,000.00
Category  Environment, General/Other
Population Served General/Unspecified Adults Unemployed, Underemployed, Dislocated
Program Short-Term Success 

Accomplishments in MassLIFT’s first year:

  • Initiated and assisted towns with 49 land protection projects
  • Engaged 2,080 volunteers, including 1,235 young people contributing 10,224 hours
  • 228 public conservation and stewardship events and programs
  • 13,337 acres of protected land stewarded in 74 towns
  • 216 towns served –or 61% of Massachusetts communities
Program Long-Term Success 

 

The program will allow AmeriCorps members to develop skills that they can continue to use in service to their communities, and will provide them with an increased sense of civic engagement in pursuit of shared conservation goals with fellow community residents.  Alumni of the Mount Grace Commonwealth Corps program are currently serving around the North Quabbin region as local conservation agents, conservation commission members, and directors of local land trusts.

Program Success Monitored By 
We use reports from the MassLIFT volunteers to compile results.  The results are evaluated by comparing them to the program goals list below.
Each year the project will:
  • provide 40 service learning events and 30 public programs on the land
  • initiate 45 new land conservation projects
  • conduct 112 baseline or monitoring surveys on protected land
  • facilitate 13 trail projects on conservation lands
  • contribute to establishment or improvement of 5 community gardens
  • engage 1,800 community volunteers in a minimum of 8,000 hours of service.
Examples of Program Success 

2010-11

  • Regional conservationists worked on 49 land protection projects. Two members advanced a region-wide initiative to complete anew conservation projects totaling 3,275 acres.
  • Outreach & service learning coordinators created community gardens in Kingston and Framingham), 2 demo. gardens in Ashfield & 3 pollinator gardens in Shirley.
  • Members worked with local volunteers in 5 communities to create new trails.
  • A member at Wildlands Trust helped Foxborough & Raynham complete Open Space & Recreation Plans.
  • A member helped establish an open space implementation committee in Barre and revived agricultural commissions in Athol & Montague.
  • Three members helped coordinate activities for new regional conservation in their areas.
  • Land stewards helped land trusts & towns monitor and document the natural and cultural resources on more than 245 properties. 
  • Members organized 228 educational outreach and/or community service events. Over 2,700 people participated in these events.

Community Conservation Program

The Community Conservation Program provides land conservation services to communities. Through the program, Mount Grace works with communities to implement conservation of parcels of particlar interest.
 
The Community Conservation Program helps towns identify their top land protection priorities and reach out to diverse groups of stakeholders in order to protect scenic resources and community character.  The program outlines possible conservation strategies so town boards can make informed decisions. 
Budget  $125,000.00
Category  Environment, General/Other Land Conservation
Population Served General/Unspecified
Program Short-Term Success 
We closed 5 Community Conservation projects last year, partnering with the Mass. Department of Conservation and Recreation on four New Salem projects protecting 136 acres in the Quabbin watershed. The Rono-Beauvais project in Athol conserved 66 acres around Davenport Pond with a Conservation Restriction (CR).
 
To support local and regional planning,we participated in the development of the Route 122 Scenic Byway Corridor Management Plan that will ultimately allow access to new land protection funding in Orange and New Salem. We also submitted letters of support for the Wendell and Montague open space and recreation plan updates and participated in estate planning workshops in Barre and Bernardston.
 
We continue to collaborate with the UMass Natural Resources and Conservation Department, which is developing a water resource based mapping tool to identify areas that support critical water resources. Mount Grace will incorporate the tool into its 5-year strategic plan.
Program Long-Term Success 

The Community Conservation Program at Mount Grace is a community conservation service provider that works with local conservation commissions, open space committees, and other community groups to conserve natural resources that they identify as local priorities. We do this by engaging communities in strategic planning that empowers them to prioritize their water, forestry, recreational, scenic, and wildlife habitat resources, and assisting them with land protection and stewardship projects. In so doing, we empower our regional communities to become effective land conservation partners.

Program Success Monitored By 
Mount Grace follows Board approved master plans for land conservation. Annually, detailed work plans for every program are created by staff, reviewed by senior management and presented to the Board for approval. The Board also reviews year-end reports based on these plans.
 
Metrics measured for the Community Conservation Program include Acres Protected, number of First-time Municipal Projects,  number of Chpt. 61 Right-of-First- Refusal Projects, number of projects in Open Space Plan, number of Water Supply Protection Projects, number of Town Forest Protection Projects, number of Community Garden Projects, number of of LAND Grant Projects, and number of CR Donations.
Examples of Program Success 
Baldwin Hill Conservation Area  
Reggie and Mel Haughton sold 53 acres to the Town of Phillipston to create the new Baldwin Hill Conservation Area, a town forest to be used as a woodlot and kept open to the public for hiking and hunting. Phillipston voted to conserve the land last November and plans new trails to provide easy access for families to enjoy the natural beauty of the Thousand Acre Brook watershed.   Mount Grace secure grant money to help fund the bulk of the purchase. 
 
Quabbin Watershed, New Salem
Mount Grace faciliatated the transfer of  96 acres of land to the state.  The owners of the property sold backland around their house to the Mass Department of Conservation and Recreation for watershed protection. Deer, turkey, woodcock, and porcupine all commonly browse the woods, which were sustainably managed for the last 35 years. The terms of the sale provide public access for hiking, photography, and picking the abundant low-bush blueberries. 

Farm Conservation Program

The Farm Conservation Program works to identify and protect the working farmland in north central and western Massachusetts. 
 
Since 1986, Mount Grace has worked to protect more than two dozen farms around the North Quabbin region. 
 
Mount Grace uses a variety of tools to support farm conservation. One of the most valuable is the Massachusetts Agricultural Preservation Restriction Program, a voluntary program which offers an alternative to development for farmers and owners of significant agricultural land.
 
Budget  $125,000.00
Category  Environment, General/Other Land Conservation
Population Served General/Unspecified
Program Short-Term Success 
In 2011, we helped Greenfield protect 31 acres of their town farm with an Agricultural Preservation Restriction. The town plans to invest proceeds from the sale of the APR towards improvements on the farm. 

Just Roots is in final negotiations with the town for a long-term lease on the land for a community farm. Just Roots already manages a 1-acre community garden on the land, and they plan to add plots and grow fresh food for people in the community who do not have access to healthy, locally grown food. 

Mount Grace also continues our work on the Red Fire Farm whole farm affordability project. In order to sustain our local foods economy, new farmers must be able to access land. Whole farm affordability seeks to provide sustainable models to address this growing need. We are working to ensure that Red Fire Farm’s new land in Montague is not only permanently protected, but that it is available and affordable to farmers forever.

Program Long-Term Success 
The Farm Conservation Program works with family farmers to ensure that farmland and whole farms remain available to provide locally grown, healthy food to the community. Our innovative farm projects sustain our local economy, strengthen rural character, and support environmental stewardship in our region by addressing the generational transfer and farm affordability issues that are root causes of farmland conversion. 
Program Success Monitored By 
Mount Grace follows Board approved master plans for land conservation. Annually, detailed work plans for every program are created by staff, reviewed by senior management and presented to the Board for approval. The Board also reviews year-end reports based on these plans.
 
Metrics measured for the Farmland Conservation Program include Acres Protected, # of Working Farms, # of APR Projects, APR Dollars Leveraged, Acres Cropland Protected, Acres Pasture Protected, Acres Hayfields Protected, and Acres Orchard/Berries Protected.
Examples of Program Success 
Girouard Project, Winchendon
Mount Grace purchased a CR protecting 42 acres at Murdock Farm in Winchendon which also sold an Agricultural preservation Restriction (APR) covering 24 acres. Brothers Frank, Ken, and Ray Girouard have now protected 238 acres of their farm since 2009. The farm, along with the abutting 83-acre Captain’s Farm and 600 acres of land owned by the Marchmont Realty Trust, comprised the largest block of unprotected open land north of town.
 
Town Farm, Greenfield
Greenfield's old "poor farm" has been permanently protected as a community farm thanks to a grassroots effort facilitated Mount Grace. We worked closely with local gardeners and town government. The process began in 2009 and was completed in 2011 as the town received $198,000 for the development rights. 

Landscape Conservation Program

The Landscape Conservation Program works to protect ecologically important lands, waters and wilderness for the benefit of nature and people.  
 
Our conservation projects maximize by design the protection of the plants, animals, communities, and natural systems that characterize the diversity of life spanning our four-ecoregion territory.
 
Because the vast majority of land in our region is privately owned, we believe that private solutions to the loss of wilderness are essential. We work with private landowners to protect their land in many creative ways  and by providing services and locating funding sources to enable transfers of land to public ownership.
 
The Landscape Conservation Program uses funding sources like the US Forest Service Forest Legacy Program and the US Fish and Wildlife Service North American Wetlands Conservation Act, and the Mass. Energy and Environmental Affairs Landscape Partnership Grants that complement a multi-landowner approach to conservation.
Budget  $125,000.00
Category  Environment, General/Other Land Conservation
Population Served General/Unspecified
Program Short-Term Success 
In 2011, we completed 7 landscape-scale projects and protected another 777  acres making further progress towards conserving the Metacomet-Monadnock Forest in Northfield and Erving and the Thousand Acre Swamp in Phillipston and Athol. Partnerships between Mount Grace and the Town of Northfield resulted in the establishment if the 150-acre “Green Certified” Northfield Town Forest on Brush Mountain which will be sustainably managed as a community resource for forestry, recreation and wildlife habitat. 
 
We also completed a 70-acre CR in Ashburnham working with landowner Phil Hagar, who is single handedly building a corridor of protected land between two Mount Grace CR’s.  Phil has purchased six parcels in between the two and plans to place CRs on the remaining two parcels for a total of 110 acres. Working with Bill and Christine Copeland in Northfield, we completed a “Forever Wild” CR which is host to an amazing diversity of critical wildlife habitats and rare natural communities.  
Program Long-Term Success 
We seek to achieve Harvard Forest's Wildlands & Woodlands vision for forests in Massachusetts of protecting an additional 250,000 acres of wildland where human impact is minimized and natural processes are allowed to unfold, and an additional 1,250,000 acres of managed woodlands that will maintain biodiversity and provide ecosystem services such as clean air and water, timber resources, recreational and educational opportunities.
 
Because a disproportionate 4% (40,000 acres) of the protected land in Massachusetts is reserved as wilderness, far short of the Wildlands & Woodlands vision of 10% (250,000 acres), we strive to double the pace of wilderness conservation in our region. While most of the land that we protect through this program is suitable for multiple uses such as forestry and recreation, we employ forever wild easements to protect appropriate land areas as habitat reserves for animal populations and natural communities that are best left minimally disturbed buy humans.
Program Success Monitored By 
Mount Grace follows Board approved master plans for land conservation. Annually, detailed work plans for every program are created by staff, reviewed by senior management and presented to the Board for approval. The Board also reviews year-end reports based on these plans.

Metrics measured for the Landscape Conservation Program include Acres Protected, Acres of Priority Habitat for Rare Species, BioMap Acres Protected, MG Strategic Plan Acres: Tier 1 Biodiversity Hot Spot, MG Strategic Plan Acres: Tier 2 Biodiversity Hot Spot, MG Strategic Plan Acres: Tier 3 Network Habitat, and Acres Protected by Ecoregion (Worcester-Monadnock Plateau, Lower Worcester-Plateau, Southern Piedmont, Lower Conn. River Valley).

Examples of Program Success 
Forever Wild in Northfield
Bill and Christine Copeland helped inaugurate Mount Grace Land Conservation Trust’s twenty-fifth year of land conservation by donating a 183-acre ‘Forever Wild’ conservation restriction to Mount Grace.
The land, called Masson Ridge after Bill’s grandfather J. C. Masson, lies west of the Connecticut River amidst more than 5,000 acres of protected land.

Metacomet Monadnock Forest Project
The Metacomet Monadnock Forest Project is a landscape-scale conservation initiative that consolidates 1,184 of productive forestland with more than 17,000 acres of state forest and other protected land.  MMF is the first of a multi−phase strategy overall targeting 5,000 acres of land in and around some of the largest unfragmented forest blocks in the Massachusetts portion of the Quabbin to Cardigan corridor, a 100 mile north-south upland area which stretches from the Quabbin Reservoir in Massachusetts and Mount Cardigan in New Hampshire.

North Quabbin Regional Landscape Partnership

The North Quabbin Regional Landscape Partnership (NQRLP) is a voluntary association whose members represent town boards, state and federal agencies, regional planning organizations, land conservation groups, and landowners working together to protect strategic open space within the rural landscape in the greater North Quabbin region.

Mount Grace is the primary fiscal sponsor of NQRLP.
 
Partnership members (partial list):
 
National
National Park Service’s Rivers & Trails and Conservation Assistance Program
US Army Corps of Engineers at Tully Lake
US Fish & Wildlife Service
 
State
Massachusetts Audubon Society
Massachusetts Division of Conservation Services
Massachusetts Department of Conservation & Recreation
MassWildlife (The Division of Fisheries & Wildlife)
The Nature Conservancy, Mass. Chapter
The Trustees of Reservations
 
Regional 
East Quabbin Land Trust
Harvard Forest
Kestrel Trust
Mount Grace Land Conservation Trust
New England Forestry Foundation
Budget  $60,000.00
Category  Environment, General/Other Land Conservation
Population Served General/Unspecified
Program Short-Term Success 
The Partnership coordinated two major landscape-scale projects in 2012: Southern Monadnock Plateau (SMP II) and Quabbin to Wachusett (Q2W).

SMP II raised $4 million for the conservation of 2,106 acres of woodlands in Ashburnham, Ashby, Fitchburg, Gardner, and Winchendon. Q2W, protects 3,275 acres in Barre, Hubbardston, Petersham, Phillipston, Princeton, and Westminster to complete a corridor of conservation land stretching from the Quabbin Reservoir to the peak of Mt. Wachusett. 

Q2W is ranked second in the country by the US Forest Service’s Forest Legacy grant program, which will announce funding decisions in September.   

A national leader in landscape-scale conservation collaborations, the Partnership was one of three groups selected this year by the Doris Duke Foundation to mentor other organizations on building landscape-scale projects.

Program Long-Term Success 
The North Quabbin Regioonal Landscape Partnership seeks to strategically conserve open space in the North Quabbin Region though the formation of partnerships between public, private, and government agencies.
Program Success Monitored By 
Mount Grace follows Board approved master plans for land conservation. Annually, detailed work plans for every program are created by staff, reviewed by senior management and presented to the Board for approval. The Board also reviews year-end reports based on these plans. NQRLP also has an Executive Committee with guides and evaluates NQRLP.
 
Metrics measured for the NQRLP include Acres protected with NQRLP support (small grant, project management, etc…), Number of municipalities/cities assisted, Conservation grant applications, Conservation grant funds awarded, Community Preservation Act (CPA) passed:, Chapter 61 Right of First Refusal procedures adopted, Attendees to Partnership programs\events, AmeriCorps land protection assists, New Open Space or Agricultural Committees formed, Assists to Open Space and Recreation Plan completion, and Participants sponsored at conservation training events.
Examples of Program Success 
Quabbin to Wachusett Forest Legacy Project (Q2W)
Put together by thw NQRLP, the Quabbin to Wachusett Forest Legacy Project was ranked as the number two forest conservation project in the United States, and may receive a grant of up to $5,045,000 to protect 3,275 acres in the towns of Barre, Hubbardston, Petersham, Phillipston, Princeton, and Westminster.

The $5,045,000 allocation is the largest potential grant of any of the 20 projects on the final list. We now await the final federal budget for FY 13, which will determine whether projects are funded or not. Project partners include 23 landowners; town boards from Barre, Fitchburg, Hubbardston, Petersham, Phillipston, Princeton, and Westminster; and organizations including Mass Department of Conservation and Recreation Division of Water Supply Protection, East Quabbin Land Trust, Mount Grace Land Conservation Trust, the Nashua River Watershed Association, North County Land Trust, and the North Quabbin Regional Landscape Partnership. 


CEO/Executive Director/Board Comments

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Management


CEO/Executive Director Ms. Leigh Youngblood
CEO Term Start Oct 1994
CEO Email landtrust@mountgrace.org
CEO Experience Leigh Youngblood, Executive Director, has completed or supervised more than 160 land protection projects since joining Mount Grace in 1994 as assistant to founder Keith Ross. Her belief in the effectiveness of a cooperative approach to achieving Mount Grace's mission has led to many successful partnerships with land trusts of all sizes, state agencies, and multi-level collaboratives. While at Mount Grace Leigh has served as an officer of the Mass Land Trust Coalition and on various national Land Trust Alliance committees. She has consulted for Equity Trust on projects in Oregon, New Hampshire, and Georgia. In addition, she has played a key role in establishing and maintaining the North Quabbin Regional Landscape Partnership, which brings together diverse groups in the region to help protect strategic open space. In 1987 Leigh began working with landowners as staff for the conservation and planning departments in Ware, Massachusetts, and studied conservation economics at the University of Massachusetts, Amherst.
Co-CEO --
Co-CEO Term Start --
Co-CEO Email --
Co-CEO Experience --

Former CEOs and Terms

Name Start End
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Senior Staff

Name Title Experience/Biography
David Graham Wolf Conservation Director

David Graham Wolf, Conservation Director, is a conservation biologist, naturalist, and educator with over 10-years of experience working with private landowners, municipalities and conservation organizations on strategic conservation projects in New England.  As a former field biologist David applies his knowledge of New England’s native biota and his skills in GIS analysis to plan multi-landowner landscape-scale projects.  David is focused on building partnerships among local and regional land trusts to accelerate the pace of conservation in Massachusetts and is working on multiple collaborative Forest Legacy projects and the Wildlands and Woodlands Western Massachusetts Aggregation Project.  With a bachelor’s degree in management and two master’s degrees, one in education and the other in conservation biology, David has run his own conservation consulting business and taught in the Division of Natural Sciences at Franklin Pierce University.

Awards

Award Awarding Organization Year
LeBaron R. Briggs III Conservation Leadership Award Wildlands Trust 2012

Affiliations

Affiliation Year
Land Trust Alliance --
Massachusetts Nonprofit Network --
Member of state association of nonprofits? Yes
Name of state association --

External Assessments and Accreditations

External Assessment or Accreditation Year
Land Trust Alliance 2013

Collaborations

--

CEO/Executive Director/Board Comments

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Foundation Comments

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Staff Information

Number of Full Time Staff 10
Number of Part Time Staff 1
Number of Volunteers 21
Number of Contract Staff 0
Staff Retention Rate % 90%

Staff Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 0
Caucasian: 11
Hispanic/Latino: 0
Native American/American Indian: 0
Other: 0
Other (if specified): 0
Gender Female: 5
Male: 6
Not Specified 0

Plans & Policies

Organization has Fundraising Plan? Yes
Organization has Strategic Plan? Under Development
Years Strategic Plan Considers --
Management Succession Plan No
Business Continuity of Operations Plan No
Organization Policies And Procedures Under Development
Nondiscrimination Policy Yes
Whistle Blower Policy No
Document Destruction Policy No
Directors and Officers Insurance Policy No
State Charitable Solicitations Permit Exempt
State Registration Exempt

Risk Management Provisions

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Reporting and Evaluations

Management Reports to Board? Yes
CEO Formal Evaluation and Frequency Yes Annually
Senior Management Formal Evaluation and Frequency Yes Annually
Non Management Formal Evaluation and Frequency Yes Annually

Governance


Board Chair Mr. Steve Rawson
Board Chair Company Affiliation Community Volunteer
Board Chair Term Oct 2016 - Sept 2017
Board Co-Chair Nancy Allen
Board Co-Chair Company Affiliation No Affiliation
Board Co-Chair Term Oct 2016 - Sept 2017

Board Members

Name Company Affiliations Status
Nancy Allen No Affiliation Voting
David Christianson Rollstone Bank & Trust Voting
Warren Facey Community Volunteer Voting
Max Feldman Volunteer Voting
Pam Hanold Community Volunteer Voting
Mimi Hellen Jones Community Volunteer Voting
Leonard Johnson MIT Voting
Bryan Long Community Volunteer Voting
Lis McLoughlin Community Volunteer Voting
Ann Meilus Landry & Meilus LLC Voting
Gail Oswald Community Volunteer Voting
Steve Rawson No Affiliation Voting
Joel Shaughnessy LS Starrett Inc. Voting
Al Siano Community Volunteer Voting
Jerry Wagener No Affiliation Voting

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Advisory Board Members

Name Company Affiliations Status
-- -- --

Board Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 0
Caucasian: 15
Hispanic/Latino: 0
Native American/American Indian: 0
Other: 0
Other (if specified): 0
Gender Female: 6
Male: 9
Not Specified 0

Board Information

Board Term Lengths 3
Board Term Limits 3
Board Meeting Attendance % 75%
Written Board Selection Criteria Yes
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions 100%
Percentage of In-Kind Contributions 100%
Constituency Includes Client Representation Yes

Standing Committees

  • Community Outreach / Community Relations
  • Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
  • Executive
  • Finance
  • Nominating
  • Operations

CEO/Executive Director/Board Comments

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Foundation Comments

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Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2015 (%)

Expense Breakdown 2014 (%)

Expense Breakdown 2013 (%)

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2015 2014 2013
Total Revenue $1,412,485 $1,470,894 $1,822,169
Total Expenses $1,300,902 $1,621,135 $1,336,578

Prior Three Years Revenue Sources

Fiscal Year 2015 2014 2013
Foundation and
Corporation Contributions
-- -- --
Government Contributions $326,412 $483,558 $460,994
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified $326,412 $483,558 $460,994
Individual Contributions $925,138 $1,044,757 $1,125,324
Indirect Public Support -- -- --
Earned Revenue $151,951 $-53,470 $197,291
Investment Income, Net of Losses $8,984 $-3,951 $25,841
Membership Dues -- -- --
Special Events -- -- $12,719
Revenue In-Kind -- -- --
Other -- -- --

Prior Three Years Expense Allocations

Fiscal Year 2015 2014 2013
Program Expense $875,684 $1,276,071 $1,114,312
Administration Expense $362,198 $301,668 $149,850
Fundraising Expense $63,020 $43,396 $72,416
Payments to Affiliates -- -- --
Total Revenue/Total Expenses 1.09 0.91 1.36
Program Expense/Total Expenses 67% 79% 83%
Fundraising Expense/Contributed Revenue 5% 3% 5%

Prior Three Years Assets and Liabilities

Fiscal Year 2015 2014 2013
Total Assets $2,913,114 $3,272,725 $2,883,015
Current Assets $1,262,168 $1,550,963 $1,067,252
Long-Term Liabilities $304,283 $749,962 $274,517
Current Liabilities $56,000 $91,254 $53,637
Total Net Assets $2,552,831 $2,431,509 $2,554,861

Prior Three Years Top Three Funding Sources

Fiscal Year 2015 2014 2013
1st (Source and Amount) -- --
-- --
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2nd (Source and Amount) -- --
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3rd (Source and Amount) -- --
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Financial Planning

Endowment Value $274,637.00
Spending Policy Percentage
Percentage(If selected) 4.0%
Credit Line Yes
Reserve Fund No
How many months does reserve cover? 0.00

Capital Campaign

Are you currently in a Capital Campaign? No
Capital Campaign Purpose --
Campaign Goal --
Capital Campaign Dates May - Nov
Capital Campaign Raised-to-Date Amount --
Capital Campaign Anticipated in Next 5 Years? Yes

Short Term Solvency

Fiscal Year 2015 2014 2013
Current Ratio: Current Assets/Current Liabilities 22.54 17.00 19.90

Long Term Solvency

Fiscal Year 2015 2014 2013
Long-term Liabilities/Total Assets 10% 23% 10%

CEO/Executive Director/Board Comments

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Foundation Comments

Financial summary data in charts and graphs are per the organization's IRS Form 990s. 

Documents


Other Documents

No Other Documents currently available.

Impact

The Impact tab is a section on the Giving Common added in October 2013; as such the majority of nonprofits have not yet had the chance to complete this voluntary section. The purpose of the Impact section is to ask five deceptively simple questions that require reflection and promote communication about what really matters – results. The goal is to encourage strategic thinking about how a nonprofit will achieve its goals. The following Impact questions are being completed by nonprofits slowly, thoughtfully and at the right time for their respective organizations to ensure the most accurate information possible.


1. What is your organization aiming to accomplish?

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2. What are your strategies for making this happen?

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3. What are your organization’s capabilities for doing this?

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4. How will your organization know if you are making progress?

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5. What have and haven’t you accomplished so far?

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