2025-05-13T11:39:12-05:00 2024-06-30 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2023-07-01 391452825 GROUNDSWELL CONSERVANCY INC GROU 6082589797 211 S PATERSON STREET 250 MADISON WI 53703 HEIDI HABEGER EXECUTIVE DIRECTOR 6082589797 2025-05-12 1 1 BRUCE MAYER CPA P00187180 6082744020 2025-05-12 2023 2025-03-06 01:10:19Z HEIDI HABEGER 211 S PATERSON STREET 250 MADISON WI 53703 1412156 0 X GROUNDSWELLCONSERVANCY.ORG X 1983 WI WE PROTECT SPECIAL PLACES, FOREVER. 15 15 12 131 0 0 2668347 1330948 10512 17443 8135 48260 2106 10470 2689100 1407121 1043675 136181 0 0 549367 662001 0 0 167635 829525 418234 2422567 1216416 266533 190705 10661241 10935352 358410 288609 10302831 10646743 X WE PROTECT SPECIAL PLACES, FOREVER. 0 0 867892 136181 17443 CONSERVATION, OUTREACH AND EDUCATION: FOUNDED IN 1983, GROUNDSWELL CONSERVANCY CONTINUES TO HELP LOCAL COMMUNITIES AND LANDOWNERS PROTECT SPECIAL PLACES FOREVER IN SOUTH-CENTRAL WISCONSIN.GROUNDSWELL PURCHASED 20 ACRES OF WETLAND IN SOUTHERN COLUMBIA COUNTY. THIS PROPERTY ADDS LAND TO THE ANDERSON WATERFOWL PRODUCTION AREA AND PROVIDES HABITAT FOR DUCKS, GEESE, AND OTHER WILDLIFE. IT'S OPEN FOR ACTIVITIES LIKE HUNTING AND FISHING. VISITORS CAN ALSO ENJOY HIKING, CROSS-COUNTRY SKIING, AND WILDLIFE OBSERVATION. GROUNDSWELL PLANS TO DONATE THE PROPERTY TO THE US FISH & WILDLIFE SERVICE FOR LONG-TERM MANAGEMENT. FUNDING FOR THIS PURCHASE CAME FROM THE KNOWLES-NELSON STEWARDSHIP PROGRAM, THE NORTH AMERICAN WETLANDS CONSERVATION ACT, AND OUR GENEROUS GROUNDSWELL SUPPORTERS. WE ALSO THANK DUCKS UNLIMITED FOR THEIR HELP IN SECURING THE FEDERAL FUNDS FOR THIS ACQUISITION. GROUNDSWELL HOLDS AND MONITORS MORE THAN 80 CONSERVATION EASEMENTS EVERY YEAR TO ENSURE THEIR CONSERVATION VALUES ARE UPHELD.GROUNDSWELL SUPPORTERS AND THE PUBLIC ENJOYED NATURE EXPERIENCES, INCLUDING A BIRDING FOR FAMILIES OUTING WITH THE BIPOC BIRDING CLUB, A HIKE AT HAUGE HISTORIC DISTRICT PARK, A BONFIRE AND CANDLELIT HIKE AT PATRICK MARSH, A TOUR OF FOUR OAKS FARM, WATERFOWL VIEWING AT CHEROKEE MARSH, AND OUR ANNUAL BLACK HAWK RIDGE TRAIL RUN. WE ALSO HOSTED A 40TH ANNIVERSARY PARTY FOR OUR FOUNDERS PLUS CURRENT AND PAST BOARD MEMBERS, WHOSE INSPIRING LEADERSHIP MADE ALL THE DIFFERENCE IN LOCAL LAND PROTECTION THESE PAST 40 YEARS!AT WESTPORT PRAIRIE, OUR DEDICATED VOLUNTEERS AND WAUNAKEE HIGH SCHOOL STUDENTS ADDED ANOTHER 6.5 ACRES OF PRAIRIE HABITAT. THE SEED HAD BEEN COLLECTED THROUGHOUT THE YEAR AT WESTPORT PRAIRIE BY VOLUNTEERS AND OUR CONTRACTED SEED COLLECTOR, KAYLEE NELSEN. WE ALSO BOUGHT A BRAND-NEW TRACTOR AND MOWER IN THE SUMMER OF 2023 TO HELP US MANAGE OUR EVER-GROWING PRAIRIE. WE'RE GRATEFUL TO THE JUST OVER TWO DOZEN GROUNDSWELL SUPPORTERS WHO MADE THESE PURCHASES POSSIBLE. AT PATRICK MARSH AND WESTPORT PRAIRIE WE OFFERED MONTHLY OUTDOOR VOLUNTEERING OPPORTUNITIES TO HELP RESTORE AND CARE FOR OUR LOCAL NATURAL LANDSCAPES. VOLUNTEERS CUT BRUSH, COLLECTED PRAIRIE SEEDS, PULLED INVASIVE WEEDS, BURNED BRUSH, AND MORE.OUR 2023 SUMMER ECOLOGY INTERN PROGRAM, CALLED THE PRAIRIE PARTNERS, IMPROVED WILDLIFE HABITAT AT BOTH WESTPORT PRAIRIE AND PATRICK MARSH, GAINING VALUABLE WORK EXPERIENCE ABOUT MANAGING NATURAL AREAS.GROUNDSWELL OWNS TWO COMMUNITY FARMS THAT PROMOTE EQUITABLE ACCESS TO LAND FOR NEXT-GENERATION FARMERS: WESTPORT FARM IN WAUNAKEE AND PASLEY'S SWAN CREEK FARM IN FITCHBURG. AT WESTPORT FARM IS OUR LIFTING HEARTS THERAPY GARDEN, A PROGRAM IN PARTNERSHIP WITH THE SOUTHEAST ASIAN HEALING CENTER. HMOOB (HMONG) ELDERS FIND SOLACE GARDENING HERE. IMPROVEMENTS TO THE GARDEN (RAISED BEDS) AND THE FARM ARE THANKS TO MANY GROUNDSWELL SUPPORTERS. AT PASLEY'S SWAN CREEK FARM WE INSTALLED A WELL, TO PROVIDE NON-CHLORINATED WATER, WHICH IS PREFERRED FOR FARMING. WE LEASE THE FARMLAND TO NEIGHBORHOOD FOOD SOLUTIONS, A LOCAL NONPROFIT LED BY ROBERT PIERCE.GROUNDSWELL CONTINUED TO PROVIDE OUTREACH AND TECHNICAL ASSISTANCE TO HMOOB (HMONG) FARMERS TO CONNECT THEM WITH USDA PROGRAMS AND OTHER RESOURCES. THIS WORK IS POSSIBLE THANKS TO THE OUTREACH AND ASSISTANCE FOR SOCIALLY DISADVANTAGED FARMERS AND RANCHERS AND VETERAN FARMERS AND RANCHERS (2501) PROGRAM GRANT, FUNDED BY THE USDA OFFICE OF PARTNERSHIPS AND PUBLIC ENGAGEMENT. THE IS A 3-YEAR GRANT RUNNING THROUGH THE FALL OF 2025. THIS GRANT IS IN PARTNERSHIP WITH UW-MADISON DIVISION OF EXTENSION AND FAIRSHARE CSA COALITION.GROUNDSWELL CONSERVANCY WAS ESTABLISHED IN 1983 AND HAS PERMANENTLY PROTECTED NEARLY 14,000 ACRES OF IMPORTANT LAND AND WATER IN SOUTH-CENTRAL WI. GROUNDSWELL IS ACCREDITED BY THE LAND TRUST ACCREDITATION COMMISSION. 867892 1 1 0 1 0 0 1 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 11 0 12 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X MOLLY BERENSON KOLLATH ASSOCIATE 6088243002 6200 MINERAL POINT RD STE 100 MADISON WI 53705 TRACY WIKLUND PRESIDENT 1.00 X X 0 0 0 ALEXANDRIA BAKER VICE PRESIDENT 1.00 X X 0 0 0 ALTON MULTHAUF TREASURER 1.00 X X 0 0 0 GREG HYER SECRETARY 1.00 X X 0 0 0 ANNE MH BRINDLEY DIRECTOR (THRU AUGUST) 1.00 X 0 0 0 CURT BJURLIN DIRECTOR 1.00 X 0 0 0 MATT FRANK DIRECTOR 1.00 X 0 0 0 LIZZIE CONDON DIRECTOR 1.00 X 0 0 0 SUSAN HOFFMAN DIRECTOR 1.00 X 0 0 0 RODEE SCHNEIDER DIRECTOR 1.00 X 0 0 0 VERONICA RUECKERT DIRECTOR 1.00 X 0 0 0 STACY RHONE DIRECTOR 1.00 X 0 0 0 TODD SHUCHA DIRECTOR 1.00 X 0 0 0 SARA WALLING DIRECTOR 1.00 X 0 0 0 FORREST WOOLWORTH DIRECTOR 1.00 X 0 0 0 ANGELA WEST BLANK EXECUTIVE DIRECTOR 40.00 X 88728 0 11121 88728 0 11121 0 0 0 0 0 600 372089 958259 92250 1330948 RENTAL INCOME 531190 12943 12943 SERVICE FEES 813312 4500 4500 17443 48260 48260 12010 600 5035 6975 6975 3495 3495 3495 1407121 17443 0 58730 136181 136181 104834 68142 20967 15725 474992 310406 55794 108792 8545 5579 1131 1835 27395 17885 3627 5883 46235 30185 6121 9929 24601 24601 24307 24307 2331 2331 33196 22945 10251 1418 979 108 331 48733 20472 20049 8212 2109 1457 160 492 53260 37957 3752 11551 8358 7790 249 319 31385 19973 8755 2657 8181 5652 620 1909 14517 5995 8522 LAND MANAGEMENT 149270 149270 EASEMENT ACQUISITION 1319 1319 15249 1104 14145 1216416 867892 180889 167635 34816 35492 956610 899031 114245 250200 15058 11465 7898434 19432 7868529 7879002 744890 839303 9780 9780 917313 1011079 10661241 10935352 93513 66459 70495 91928 194402 130222 358410 288609 X 9696960 9731618 605871 915125 10302831 10646743 10661241 10935352 X 190705 79401 73806 X 0 1 X 1 0 X 1607531 1001029 2706312 2668347 1330948 9314167 1607531 1001029 2706312 2668347 1330948 9314167 1349853 7964314 17388 19977 25564 32664 48260 143853 9458020 268051 0.84210 0.88990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 1216416 1216416 196642 49161 0 0 167145 233384 271128 196642 868299 1302449 25137 25137 41786 58346 67782 49161 217075 325613 25137 25137 X X X 82 8060.00 0 0 0 1 1 608.00 20603 748379 86362 81415 26844 7609 881703 707196 28000 44785 24482 7120 748379 745516 9860 -19653 21027 7500 707196 602362 11334 156849 18470 6559 745516 614703 14033 -3405 16069 6900 602362 0.39041 0.00000 0.60959 1 0 7836828 7836828 8558 2435 6123 53048 16997 36051 7879002 BENEFICIAL INTEREST IN ASSETS HELD BY MADISON COMMUNITY FOUNDATION 881703 RIGHT-OF-USE LEASE ASSET 129376 1011079 LEASE LIABILITY 130222 130222 1489226 79401 -2331 77070 1412156 -5035 -5035 1407121 1219120 5035 5035 1214085 2331 2331 1216416 PART II, LINE 5: GROUNDSWELL'S ANNUAL EASEMENT MONITORING POLICY REQUIRES US TO: - COMPLETE A PHYSICAL INSPECTION OF THE PROPERTY COVERED BY THE CONSERVATION EASEMENT; - CONSULT WITH THE LANDOWNER ABOUT THE RESTRICTIONS THE CONSERVATION EASEMENT PLACES ON THE PROPERTY; - COMPARE CURRENT CONDITIONS OF THE PROPERTY TO THE CONDITIONS DEPICTED IN THE BASELINE REPORT, INCLUDING BASELINE PHOTO DOCUMENTATION AND THE INDIVIDUAL RESTRICTIONS THE CONSERVATION EASEMENT PLACES ON THE PROPERTY; - DOCUMENT AND FILE EACH MONITORING EVENT; - PROVIDE COPIES OF THE ANNUAL MONITORING DOCUMENTATION TO THE LANDOWNER, EASEMENT HOLDERS, AND OTHERS WITH INTEREST IN THE EASEMENT. EACH FULL EASEMENT MONITORING REPORT IS COMPLETED WITHIN THREE MONTHS AFTER THE MONITORING VISIT. PART II, LINE 9: CONSERVATION EASEMENTS ACCEPTED OR PURCHASED BY GROUNDSWELL ARE NOT RECOGNIZED AS ASSETS OR REVENUE IN THE ACCOMPANYING FINANCIAL STATEMENTS BECAUSE GROUNDSWELL DOES NOT HOLD FEE TITLE TO THESE PROPERTIES AND THERE ARE NO EXPECTED FUTURE ECONOMIC BENEFITS ASSOCIATED WITH THE EASEMENTS. IN ADDITION, CONSERVATION EASEMENTS CARRY SIGNIFICANT OBLIGATIONS TO MONITOR AND DEFEND THEIR TERMS. IF PURCHASED, THE COSTS OF CONSERVATION EASEMENTS ARE EXPENSED WHEN THE EASEMENTS ARE ACQUIRED. PART V, LINE 4: GROUNDSWELL HAS TWO AGENCY ENDOWMENT FUNDS WITH THE MADISON COMMUNITY FOUNDATION TO SUPPORT EASEMENT ENFORCEMENT AND GROUNDSWELL'S OPERATIONS FROM THE EARNINGS IN EACH OF THE TWO FUNDS. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES REPORTED ON FORM 990, PART IX, LINE 11F -2,331. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B -5,035. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B 5,035. 1 UW-EXTENSION 21 N PARK ST STE 6301 MADISON WI 53715 396006492 STATE OF WISCONSIN 85515 0 USDA PASS-THRU GRANT FAIRSHARE CSA COALITION INC 211 S PATERSON ST STE 280 MADISON WI 53703 272588129 501(C)(3) 17546 0 USDA PASS-THRU GRANT OPERATION FRESH START 2670 MILWAUKEE STREET MADISON WI 53704 134148824 STATE OF WISCONSIN 30000 0 PASS THRU GRANT MADISON COMMUNITY FOUNDATION 3 0 PART I, LINE 2: GROUNDSWELL CONSERVANCY REVIEWS REPORTS SUBMITTED BY GRANTEES DESCRIBING EXPENDITURE OF FUNDS GRANTED. X 3 92250 QUOTED MARKET PRICE 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED IN COLUMN B. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS SHARED WITH THE ENTIRE BOARD FOR REVIEW AND COMMENT AND IS THEN SUBMITED FOR REVIEW AND APPROVAL BY THE MEMBERS OF THE EXECUTIVE COMMITTEE BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S EXECUTIVE DIRECTOR ANNUALLY VERIFIES THAT ALL CONFLICT OF INTEREST STATEMENTS HAVE BEEN COMPLETED AND ARE UP TO DATE. ANY POTENTIAL CONFLICTS ARE REVIEWED BY THE MEMBERS OF THE GOVERNING BODY'S EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15A THE GOVERNING BODY ANNUALLY DETERMINES THE EXECUTIVE DIRECTOR'S COMPENSATION BY DETERMINING AFFORDABILITY AND REVIEWING THE COMPENSATION PAID FOR COMPARABLE POSITIONS BY SIMILAR AGENCIES IN THE AREA. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MADE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY MADISON COMMUNITY FOUNDATION 73,806.