2024-07-22T08:51:06-05:00 2023-12-31 390758449 WIPFLI LLP 2501 W BELTLINE HWY STE 501 MADISON WI 53713 990 2023-01-01 363913497 JO DAVIESS CONSERVATION FOUNDATION INC JODA 8158589100 126 N MAIN STREET ELIZABETH IL 61028 STEVE BARG EXECUTIVE DIRECTOR 8158589100 2024-07-10 1 STEVE BARG 999009999 1 QUINN DUGAN P02267768 6082741980 2024-07-10 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z STEVE BARG 126 N MAIN STREET ELIZABETH IL 61028 8063166 0 X WWW.JDCF.ORG X 1993 IL TO PRESERVE AND STEWARD LAND FOR THE LASTING WELL-BEING OF ALL PEOPLE AND WILDLIFE. 14 14 23 105 0 0 4366213 6077896 348645 377678 1175073 -113216 101811 -3151 5991742 6339207 5510 7040 0 0 897130 1033235 0 0 198584 1036489 1578897 1939129 2619172 4052613 3720035 15883864 20550614 228790 270328 15655074 20280286 X JDCF WORKS TO PRESERVE AND STEWARD LAND AND WATER FOR THE LASTING WELL-BEING OF ALL PEOPLE AND WILDLIFE. 0 0 1008000 7040 0 LAND PRESERVATION: JDCF PRESERVES LAND IN TWO DISTINCT WAYS, CONSERVATION EASEMENTS AND ACQUISITIONS. IN 2023, JDCF ACCEPTED A DONATED CONSERVATION EASEMENT OF 263 ACRES PROTECTING AGRICULTURAL AND CONSERVATION VALUES IN PERPETUITY ON A CENTENNIAL FARM LOCATED NEAR GALENA, IL. WITH THIS EASEMENT, JDCF NOW HOLDS 34 CONSERVATION, CULTURAL AND AGRICULTURAL EASEMENTS TOTALING 4,957 ACRES. AT THE END OF 2023, JDCF SOLD ITS CANYON CAMP PROPERTY TO THE IL DEPARTMENT OF NATURAL RESOURCES, INCREASING THE SIZE OF THE APPLE RIVER CANYON STATE PARK. THE SALE OF THIS PROPERTY BROUGHT IN $312,379 IN RESTRICTED FUNDS HELD IN RESERVE FOR FUTURE LAND ACQUISITIONS. THE REMAINING SALE PROCEEDS IN THE AMOUNT OF APPROXIMATELY $350,621 WERE ALLOCATED TO SUPPORT OUR NEW STEWARDSHIP SHOP FACILITY AND CREATED A BOARD DESIGNATED FUND FOR FUTURE CAPITAL EQUIPMENT NEEDS. OPERATING EXPENSES FOR THE LAND PRESERVATION PROGRAM TOTALED APPROXIMATELY $220,000 AND DONOR CONTRIBUTIONS TOTALED APPROXIMATELY $43,500. 1041491 0 371821 STEWARDSHIP AND PUBLIC ACCESS: IN ANY GIVEN YEAR THESE SERVICES MAKE UP THE LARGEST ANNUAL PROGRAM EXPENSE FOR JDCF. LABOR AND EQUIPMENT COMPRISE THE BULK OF THESE PROGRAM SERVICES FOR THE CARE, MAINTENANCE AND ECOLOGICAL RESTORATION OF THOUSANDS OF ACRES OF PROPERTY HELD IN PUBLIC TRUST FOR THE BENEFIT OF ALL PEOPLE AND WILDLIFE. IN 2023 JDCF'S NORTHWEST ILLINOIS STEWARDSHIP COOPERATIVE (NISC) PROGRAM IS IN ITS THIRD YEAR. NISC OFFERS FEE FOR SERVICE STEWARDSHIP SERVICES ON PUBLIC AND PRIVATELY PROTECTED LANDS IN FOUR ADDITIONAL COUNTIES IN NW ILLINOIS. OF THE MORE THAN 2,000 ACRES THAT JDCF OWNS, APPROXIMATELY 1,500 ACRES WITH OVER 60 MILES OF TRAILS ARE OPEN TO THE PUBLIC FOR PASSIVE RECREATION AND EDUCATIONAL EXPERIENCES, INCLUDING TWO PARTNER PRESERVES. IN 2023, WE ESTIMATE OVER 25,000 PEOPLE VISITED OUR PRESERVES. IN 2023, WORK WAS COMPLETED ON THE CONSTRUCTION OF A NEW STEWARDSHIP SHOP FACILITY IN ELIZABETH, IL. TOTAL STEWARDSHIP SERVICES FOR 2023, INCLUDING SALARIES, EQUIPMENT, TRAINING, INSURANCE AND VEHICLES, WAS APPROXIMATELY: $930,000. REVENUE FOR STEWARDSHIP INCLUDED LEASE INCOME OF APPROXIMATELY $92,000; GRANTS TOTALED APPROXIMATELY $24,000; OTHER CONTRIBUTIONS TOTALED APPROXIMATELY $69,000; AND FEE FOR SERVICE INCOME TOTALED APPROXIMATELY $226,000. 170000 0 5857 EDUCATIONAL SERVICES: IN 2023, JDCF CONTINUED MAKING DEEP CONNECTIONS WITH INDIGENOUS TRIBES (WHO FORMERLY CALLED JO DAVIESS COUNTY HOME), SPECIFICALLY THE HO-CHUNK NATIONS AND THE SAC AND FOX NATION OF OKLAHOMA. IN COLLABORATION WITH THESE GROUPS, JDCF WILL BEGIN PROVIDING EDUCATION AND OUTREACH OPPORTUNITIES FOR LISTENING, LEARNING, AND CELEBRATING THE HERITAGE OF THE LAND IT PRESERVES AND STEWARDS. DELIVERING JDCF'S EDUCATION AND OUTREACH SERVICES DEPENDS ON SUPPORT FROM A ROBUST VOLUNTEER CORPS OF OVER 50 VOLUNTEERS AND SUPPORT FROM LOCAL BUSINESSES INCLUDING A $10,000 SPONSORSHIP FROM A LOCAL BANK AND A PORTION OF TWO CAPACITY BUILDING GRANTS FROM PRIVATE GIVING FOUNDATIONS. EXPENSES, INCLUDING SALARIES, AND EDUCATION PROGRAM COSTS WERE APPROXIMATELY $170,000. COMMUNITY PROGRAMS AND GRANTS TOTALED APPROXIMATELY $16,800. INDIVIDUAL AND LOCAL BUSINESS PARTNER CONTRIBUTIONS WERE APPROXIMATELY $48,450. 2219491 1 1 0 0 0 0 1 0 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 14 0 1 23 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 1 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL WI X STEVE BARG 8158589100 126 N MAIN STREET ELIZABETH IL 61028 EMILY PAINTER PRESIDENT 6.00 X X 0 0 0 LAURIE MATTAS VICE PRESIDENT 2.00 X X 0 0 0 SUSAN MCDONALD SECRETARY 3.00 X X 0 0 0 MARILYN SPIROFF TREASURER 6.00 X X 0 0 0 ROBERTA ASHER DIRECTOR 2.00 X 0 0 0 MAUREEN BARDUSK DIRECTOR (THRU APR 2023) 2.00 X 0 0 0 KEN BEACH DIRECTOR 2.00 X 0 0 0 DAN DICK DIRECTOR 2.00 X 0 0 0 RANDY DOWNING DIRECTOR 2.00 X 0 0 0 DOUG DUFFORD DIRECTOR 2.00 X 0 0 0 LOIS GORDON DIRECTOR 2.00 X 0 0 0 CHRIS LARSON DIRECTOR 2.00 X 0 0 0 MIKE MCCOY DIRECTOR 2.00 X 0 0 0 CARTER NEWTON DIRECTOR 2.00 X 0 0 0 ROSE NOBLE DIRECTOR (THRU APR 2023) 2.00 X 0 0 0 FRAN PETERSON DIRECTOR (THRU APR 2023) 3.00 X 0 0 0 CARL SCHWERDTFEGER DIRECTOR (THRU APR 2023) 2.00 X 0 0 0 ALAN WENZEL DIRECTOR 6.00 X 0 0 0 STEVE BARG EXECUTIVE DIRECTOR 40.00 X 99548 0 8984 99548 0 8984 0 0 0 0 0 22295 456850 42100 5556651 2505626 6077896 FEE FOR SERVICE 611710 279683 279683 STEWARDSHIP/RENTAL INCOME 532000 92138 92138 EDUCATIONAL REVENUE 611710 5857 5857 377678 196794 196794 731234 666500 1058831 648913 -327597 17587 -310010 -310010 0 456850 16215 -16215 -16215 13064 13064 13064 6339207 377678 0 -116367 7040 7040 108532 76356 10556 21620 804793 607697 67820 129276 6808 4150 872 1786 30983 21627 3069 6287 82119 57319 8136 16664 28340 28340 32737 22330 10407 2470 22 2309 139 25143 4232 17305 3606 11637 3936 4226 3475 93357 64727 28630 56081 52446 3635 13821 12518 1303 4868 1449 3419 117485 117485 36882 32175 4707 IN-KIND 902110 902110 LAND PROTECTION AND PRE 231018 231018 MARKETING AND DEVELOPME 16040 1604 14436 DUES AND SUBSCRIPTIONS 6908 854 4759 1295 2619172 2219491 201097 198584 865 10232 1116678 1584482 99287 2682362 16632 53200 7192 3851 1626251 478781 1068533 1147470 4364567 6507818 9210110 8561199 15883864 20550614 83593 119736 91771 42393 53426 108199 228790 270328 X 10542663 12838639 5112411 7441647 15655074 20280286 15883864 20550614 3720035 905177 0 X X 0 1 X 1 0 X 3904596 1589991 1243810 4366213 6077896 17182506 3904596 1589991 1243810 4366213 6077896 17182506 715955 16466551 2510 62513 169587 134887 196794 566291 17748797 1594504 0.92780 0.89990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 34 4957.00 0 0 4 1 1 200.00 13080 3629287 1438067 659716 28340 5698730 4226960 25456 -449508 151274 22347 3629287 3560810 281003 411914 26767 4226960 1531108 1794821 366961 112919 19161 3560810 1220529 148700 253619 86903 4837 1531108 0.00000 0.00000 1.00000 0 0 1182422 262003 920419 442539 215488 227051 1290 1290 0 1147470 CONSERVATION EASEMENTS, NET 34 LAND HELD FOR PRESERVATION 8561165 8561199 7294821 905177 62562 16215 983954 6310867 28340 28340 6339207 2669609 62562 16215 78777 2590832 28340 28340 2619172 PART II, LINE 9: CONSERVATION EASEMENTS PURCHASED ARE RECORDED AT THEIR APPRAISED VALUE. THE DIFFERENCE BETWEEN THE PURCHASE PRICE AND THE CONSERVATION EASEMENT'S APPRAISED VALUE IS REFLECTED AS A GIFT OF LAND OR DEVELOPMENT RIGHTS. HOWEVER, ONCE THE DEVELOPMENT RIGHTS FOR A SPECIFIC CONSERVATION EASEMENT ARE EXTINGUISHED, GENERALLY IMMEDIATELY AFTER THE SIGNING OF THE EASEMENT AGREEMENT, A VALUATION ALLOWANCE IS ESTABLISHED TO REDUCE THE VALUE OF THE CONSERVATION EASEMENT TO $1. IF DONATED, NO VALUE HAS BEEN ASSIGNED TO THE CONSERVATION EASEMENTS DUE TO THE LACK OF FORESEEABLE FUTURE CASH FLOW BENEFITS AND ABSENCE OF A SECONDARY CONSERVATION EASEMENT MARKET. PART V, LINE 4: ENDOWMENT FUNDS ARE TO BE USED FOR THE DEFENSE OF EASEMENTS AND CONSERVATION PROJECTS. AT THE BOARD'S DISCRETION FUNDS CAN BE PLACED INTO AN ENDOWMENT FUND FOR FUTURE USE. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 16,215. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 16,215. FALL LUNCHEON 456850 456850 6210 3724 5363 918 456850 456850 6210 3724 5363 918 16215 -16215 0 CASPER CREEK NATURAL CEMETERY COMPANY INC PO BOX 195 ELIZABETH IL 61028 845100380 7040 0 COOPERATIVE REVENUE COLLECTION AND SHARING 0 1 X 1 1603516 FMV X CONSERVATION EASEMENT 1 788000 FMV X GOODS 11 114110 FMV 1 0 1 0 PART I, COLUMN (B): THE ORGANIZATION REPORTS THE ACTUAL NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 4 SECTION 12. LIMITED PROXY VOTING: DIRECTORS NOT PRESENT AT A MEETING MAY VOTE BY PROXY ON ANY ACTION ITEM OTHER THAN A SUBSTANTIVE MATTER. SUCH PROXIES SHALL BE LIMITED TO VOTES IN THE AFFIRMATIVE OR NEGATIVE. PROXIES SHALL BE DEEMED VALID IF IN WRITING, INCLUDING ELECTRONIC MEANS, AND RECEIVED BY THE PRESIDENT OR THE EXECUTIVE DIRECTOR AT LEAST SIX (6) HOURS PRIOR TO THE SCHEDULED START OF THE MEETING AT WHICH THE ACTION ITEM IS TO BE CONSIDERED. VALID PROXIES SHALL BE TALLIED ALONG WITH OTHER IN PERSON VOTES AND REFLECTED AS SUCH IN THE MINUTES OF THE MEETING. PROXY VOTES SHALL NOT BE CONSIDERED IN DETERMINING WHETHER A QUORUM IS PRESENT. FORM 990, PART VI, SECTION A, LINE 6 THE FOUNDATION IS MADE UP WITH MEMBERS THAT PAY ANNUAL DUES TO THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT AND FORM 990 ARE REVIEWED BY THE FINANCE COMMITTEE, AND THEN REVIEWED AND VOTED ON BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C COMPLETED CONFLICT OF INTEREST STATEMENTS ARE REVIEWED BY ADMIN ASSISTANT II AND ED (AS THEY ARE SUBMITTED). ADDITIONALLY, EVERY BOARD AGENDA HAS A STATEMENT REMINDING BOARD MEMBERS HOW TO HANDLE POTENTIAL OR PERCEIVED CONFLICTS OF INTEREST WHICH INCLUDES RECUSAL NOTED IN BOARD MINUTES. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION INCLUDES A WRITTEN, FORMAL ANNUAL REVIEW KEPT IN PERSONNEL FILES. COMPARABILITY DATA IS PULLED FROM THE LAND TRUST ALLIANCE SALARIES AND BENEFITS SURVEY WHICH IS UPDATED PERIODICALLY. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF ALL DOCUMENTS ARE AVAILABLE FOR INSPECTION AT THE ADMINISTRATIVE OFFICES LOCATED IN ELIZABETH, IL. FORM 990, PART XII, LINE 2C THE OVERSIGHT OF THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. CASPER CREEK NATURAL CEMETERY COMPANY INC PO BOX 195 ELIZABETH IL 61028 845100380 BURIAL SERVICES IL N/A C 92506 177347 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CASPER CREEK NATURAL CEMETERY COMPANY INC D 285994 CASH