2024-10-22T04:43:15-07:00 2023-12-31 561688300 Foard and Company PA 1347 Harding Place Charlotte NC 28204 990 2023-01-01 581969605 Catawba Lands Conservancy CATA 7043423330 2400 Park Road 1 Charlotte NC 28203 Charles B Landess Executive Dir. 2024-10-22 true true Garrett Summers P02001620 7043721515 2023 2024-10-15 13:58:12Z Charles B Landess 5840621 false X www.catawbalands.org X 1991 NC 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 1600 mile network of greenways, trails and blueways. 27 27 23 267 0 2135219 5233933 1396467 142480 163161 341410 80304 40373 3775151 5758196 162375 0 1561039 1568675 0 235429 2012698 3630881 3573737 5361931 201414 396265 50205435 51106401 1140026 751113 49065409 50355288 X 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 1600 mile network of greenways, trails and blueways. false false 3257184 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 reference conditions established by the Baseline Documentation Report. Photographs may be taken and a monitoring report is generated and archived or the site visit is documented on 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 already protected. 1419581 162375 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 trail master plans. 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 2023, there were 1,630 planned trail miles, of which approximately 420 trail miles and 70 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. 225845 Land Acquisition: Catawba Lands Conservancy (Conservancy) protected six (6) new properties in 2023, totaling 203 acres in four (4) 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. 44222 4946832 true true false false false false true false false false true true false true true false false true false false false false false false true false false true false true false false false false false false false false true true false false true false false false false true 34 0 true 23 true false false false false false false false 0 false false false false false false false X 27 27 true false false false false false false true true false false true true true true true true true true false X X Gail Olsen Finance Dir 7043423330 2400 Park Road Suite 1 Charlotte NC 28203 Bart Landess Executive Dir. 50.00 0.00 X 178564 0 9666 Nathan Clark Board Member 3.00 0.00 X 0 0 0 Steve Scruggs Board Member 2.00 0.00 X 0 0 0 Dave Priester Board Member 2.00 0.00 X 0 0 0 May Barger Board Member 2.00 0.00 X 0 0 0 Allan Baucom Board Member 2.00 0.00 X 0 0 0 Bill Carstarphen Executive Comm. 3.00 0.00 X X 0 0 0 Leslie Johnson Vice Chair 3.00 0.00 X X 0 0 0 Lat Purser Board Member 3.00 0.00 X 0 0 0 Phil Kuttner Board Member 2.00 0.00 X X 0 0 0 Chris Walker Secretary 2.00 0.00 X X 0 0 0 Jarred Cochran Chairman 4.00 0.00 X X 0 0 0 Shawn Wilkerson Board Member 2.00 0.00 X 0 0 0 Compie Newman Board Member 2.00 0.00 X 0 0 0 Chris Thomas Board Member 2.00 0.00 X 0 0 0 Kacey Thompson Board Member 2.00 0.00 X 0 0 0 Tom Gates Chairman 4.00 0.00 X X 0 0 0 Len Botkin Executive Comm. 2.00 0.00 X X 0 0 0 Janet Hanson Board Member 2.00 0.00 X 0 0 0 Michael Lucente Treasurer 2.00 0.00 X X 0 0 0 Lisa Phocas Board Member 3.00 0.00 X X 0 0 0 Tommy Lee Board Member 3.00 0.00 X X 0 0 0 Blair Boggs Executive Comm. 3.00 0.00 X X 0 0 0 William Blair Board Member 2.00 0.00 X 0 0 0 Delane Clark Board Member 2.00 0.00 X 0 0 0 Jennifer DeWitt Board Member 2.00 0.00 X 0 0 0 Jon Morris Board Member 2.00 0.00 X 0 0 0 Harris Morrison Board Member 3.00 0.00 X X 0 0 0 178564 9666 1 false true false 0 149755 649365 4434813 2226298 5233933 Fees for Services 142480 142480 142480 341410 341410 0 0 0 0 42274 149755 82425 -40151 0 0 Other 80524 80524 80524 5758196 223004 341410 162375 162375 0 0 0 188230 141173 18823 28234 0 1380445 1135261 101578 143606 0 0 0 0 0 0 0 0 0 288349 278921 9274 154 53905 31637 639 21629 124881 98894 15684 10303 77251 54155 6619 16477 0 138531 112579 19657 6295 18298 16725 426 1147 0 0 9685 9685 0 117591 109441 3923 4227 34325 30359 2562 1404 Easements written off 2630047 2630047 Trail and land costs 127101 126176 14 911 Training 10917 9404 471 1042 0 5361931 4946832 179670 235429 5934372 429383 84623 6179968 1426573 1027592 0 0 0 0 0 170431 24095 1477285 778093 816783 699192 0 7559836 8507641 0 0 34212817 34238530 50205435 51106401 156912 24410 193703 789411 726703 1140026 751113 X 38595816 39887418 10469593 10467870 49065409 50355288 50205435 51106401 396265 893614 X false true X true false X 1699171 8778475 6878916 2135219 5233933 24725714 68312 81790 76278 1396467 142480 1765327 0 0 0 1767483 8860265 6955194 3531686 5376413 26491041 63242 30955 84515 67375 246087 0 63242 30955 84515 67375 246087 26244954 76850 111210 88312 161277 341410 779059 0 76850 111210 88312 161277 341410 779059 0 7800 7200 68261 80524 163785 1852133 8978675 7043506 3761224 5798347 27433885 0.95670 0.96740 0.02840 0.01840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 133 11 2 2 true false 68746 25462 43284 200434 30066 170368 374148 169978 204170 833957 552587 281370 699192 8507641 . Land protected in perpetuity 33536847 Operating right of use asset 701683 34238530 Operating lease liabilty 726703 726703 6651810 893614 893614 5758196 5758196 5361931 5361931 5361931 Part II, Line 5: Summarized Policy The land stewardship staff inspects each property encumbered by a conservationeasement or similar instrument to ensure compliance with the provisions in the easement document. Staff assesses current conditions and compares findings to thosedocumented by the Baseline Documentation Report. Staff evaluates the status ofreserved rights which may have been exercised since the last site visit. Staff assesses impacts to the conservation values associated with changes in land use onthe easement property and adjacent properties, notes potential trespass issues andsafety hazards, and makes observations on the condition of the boundary. The staff makes additions to the species list (flora and fauna), documentsnew findings and communicates with the appropriate government entity. Specialattention is given to the evaluation of plant or animal species that may be state orfederally listed (endangered, threatened, species of concern, etc.). Staff evaluatesconditions in Natural Heritage Areas and inspects significant historical and/orcultural features conserved by the conservation easement. Post monitoring, anarchival quality report is generated by the staff and includes written observationsand photographs as appropriate. Copies of the report are stored on and off site perConservancy policy. Part II, Line 9: Organization Reporting of conservation easements. Conservation easements received as a gift are recorded at the estimated difference in the market value of the associated property before and after the imposition of the easement. At that time, the Conservancy also records a like amount as an expensesince conservation easements have no future economic benefit to the Conservancy.Donated conservation easements amounted to $2,196,548 and $979,875 for the yearsended December 31, 2023 and 2022, respectively. false POP Up Picnic 70464 40000 30464 3516 6345 6640 24293 Clays for Conservation 67213 55500 11713 1706 14583 3221 1710 1 54352 54255 97 7280 5961 1818 5352 192029 149755 42274 1706 10796 26889 11679 31355 82425 -40151 false City of Concord 35 Cabarrus Ave W Concord NC 28026 566001207 70000 0 Trail construction Gaston County PO Box 1578 Gastonia NC 28053 566000300 92375 0 Trail construction 0 2 X false false false false false false false false false Bart Landess Executive Dir. 171064 7500 9666 188230 Lat Purser Frmr brd member 87500 Rent false Schedule L, Part V Supplemental Information The Conservancy paid $87,500 in rents to entities affiliated with Lat Purser, a former board of director whose term expired December 31, 2023. Also, the Conservancy holds a majority of their investments at a board members investment company, however no investment fees were charged during the year. X 1 20207 X 2196548 FMV X 29000 FMV X 750 FMV false true false Form 990, Part III, Line 4d OTHER PROGRAM SERVICES 4: Other - Other program expenses relate primarily to community education, outreach, and public programming. Form 990, Part VI, Section B, Line 11b Review of the Form 990 is conducted by the Executive Director, the Finance Director and the Finance Committee. It is reviewed before filing. Prior to filing, a copy of the Form 990 is provided to each Board member who reviews and votes to approve the 990. Questions and suggestions are an integral part of the review. Form 990, Part VI, Section B, Line 12c Each Board member is required to sign a conflict of interest statement prior to joining the Board of Directors. Upon knowledge of a transaction involving a conflict, the details are fully disclosed to the Chairman of the Board and the member with a conflict will not participate in discussions or voting. Board members verify that there is no conflict of interest annually. Form 990, Part VI, Section B, Line 15a Compensation of the Executive Director is determined by the Executive Committee. Independent surveys are obtained that are used to compare the average salary for all positions, including the Executive Director. This documentation is available and reviewed annually as deemed necessary by the Executive Committee. Form 990, Part VI, Section C, Line 19 CLC's governing documents, and conflict of interest policy are kept in binders at our office. CLC's financial statements, audits and Forms 990 are on the website. Property and Easements Acquired for Preservation The Conservancy may acquire certain property and/or conservation easements throughpurchases as well as through donor contributions. Donors generally contribute fee title to property or contribute conservation easements. Conservation easements are legal agreements in which the landowner gives up some of the rights to their land, such as development, but retains ownership and management of the property. The conservation easements are permanent and run with the land and are binding upon successive owners. Contributions are recorded at the estimated fair market value of the property or easement taking into consideration the fact that the land's use may be severely limited based on the parties' intent to preserve the property in itsundeveloped state. Based on these facts, the values of easements shown in the accompanying Statement of Activities are based on independent appraisal or management estimates, if an appraisal is not available. Hickory Grove LLC 2400 Park Road 1 Charlotte NC 28203 464669695 Rental house NC 3725 43285 N/A false false false false false false false false false false false false false false false false false false false