2025-10-30T04:28:26-07:00 2022-12-31 561688300 Foard and Company PA 1347 Harding Place Charlotte NC 28204 990 2022-01-01 581969605 Catawba Lands Conservancy CATA 7043423330 2400 Park Road 1 Charlotte NC 28203 Charles B Landess Executive Dir. 2025-10-30 true true Garrett Summers P02001620 7043721515 2022 2025-03-06 01:10:19Z X Charles B Landess 3791406 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 216 properties, totaling 17,231 acres of land. We also facilitate the creation of greenways, trails and blueways. 20 20 26 226 0 6906447 2135219 828099 1396467 242543 163161 55032 80304 8032121 3775151 319050 0 1397176 1561039 0 235627 1384578 2012698 2781754 3892787 5250367 -117636 41867987 50205435 415155 1459076 41452832 48746359 X As a nationally accredited land trust, we conserve and manage land for public benefit in North Carolinas Southern Piedmont. We have conserved 216 properties, totaling 17,231 acres of land. We also facilitate the creation of greenways, trails and blueways. false false 1233663 Carolina Thread Trail Program (Thread Trail) is an initiative to develop a regional network of greenways, trails and blueways (paddling trails) that reaches 15 counties in both North and South Carolina centered on the Greater Charlotte metropolitan area. Carolina Thread Trail is a unique 15-county 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.Carolina Thread Trail is a separate corporation that is a supporting organization of Foundation for the Carolinas. Under a Memorandum of Understanding with Foundation for the Carolinas, the Conservancy acts as the lead agency of the Thread Trail program and was reimbursed $1,357,909 during 2022 for related services. This long-term project will permanently protect this 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 link more than two million citizens with hundreds of miles of greenways and trails as well as access to rivers for paddling in North and South Carolina, connecting points of regional and local significance. There are 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 2022, there were 1,630 planned trail miles, of which, approximately 400 trail and 70 designated blueway miles are complete. 1118283 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. 793892 Land Acquisition: Catawba Lands Conservancy (Conservancy) protected three (3) new properties in 2022, totaling 60 acres in two 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. 346825 319050 3492663 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 true false false true true false false true false false false false true 29 0 true 26 true false false false false false false false 0 false false false false false false false X 20 20 false 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. 52.00 0.00 X 179163 0 9270 Nathan Clark Finance Chair 3.00 0.00 X X 0 0 0 Steve Scruggs Board Member 2.00 0.00 X 0 0 0 Dan Clodfelter 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 Board Member 3.00 0.00 X 0 0 0 Tom Gates Vice Chair 4.00 0.00 X 0 0 0 Lisa Richards Board Member 3.00 0.00 X 0 0 0 Phil Kuttner Board Member 2.00 0.00 X 0 0 0 Chris Walker Board Member 2.00 0.00 X 0 0 0 Jim Hovis 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 Kelly Katterhagen Secretary 3.00 0.00 X X 0 0 0 Len Botkin Board Member 2.00 0.00 X 0 0 0 Janet Hanson Board Member 2.00 0.00 X 0 0 0 Tommy Lee Land Stew Chair 3.00 0.00 X 0 0 0 William Blair Board Member 2.00 0.00 X 0 0 0 179163 9270 1 false true false Stephens Office Systems 300 Foster Ave Charlotte NC 28203 Furniture and fixtures 141962 Southwood Corporation PO Box 740634 Atlanta GA 30374 Trails signage, window 156693 Integrated Property Management 4530 Park Road Suite 410 Charlotte NC 28209 New office location upfit 135000 3 47800 169660 1917759 980475 2135219 Carolina Thread Trail 1396467 1396467 1396467 161277 161277 0 0 0 1884 1884 1884 1884 23544 47800 16255 7289 0 4754 4754 4754 Other 68261 68261 68261 3775151 1466612 166031 319050 319050 0 0 0 188433 141325 18843 28265 0 1372606 1137059 93241 142306 0 0 0 0 0 0 0 0 0 200444 176323 17121 7000 82612 60859 21753 102079 82807 9141 10131 94863 76643 4576 13644 0 106901 85703 15894 5304 20286 19281 1005 0 0 18909 18909 0 89444 83245 2984 3215 35984 31277 2257 2450 Easements written off 979875 979875 Trail and land costs 271095 271095 Training 10206 9212 440 554 0 3892787 3492663 164497 235627 2539749 5934372 112157 84623 243366 1426573 0 0 0 0 0 22522 170431 1477285 660502 404063 816783 0 4996501 7559836 0 0 33549629 34212817 41867987 50205435 35285 156912 319050 1689 378181 193703 789411 415155 1459076 X 39079914 38276766 2372918 10469593 41452832 48746359 41867987 50205435 X -117636 -809969 8221132 X false true X true false X 5962035 1699171 8778475 6878916 2135219 25453816 52464 68312 81790 76278 1396467 1675311 0 0 0 6014499 1767483 8860265 6955194 3531686 27129127 57671 63242 30955 84515 67375 303758 0 57671 63242 30955 84515 67375 303758 26825369 73370 76850 111210 88312 161277 511019 0 73370 76850 111210 88312 161277 511019 0 7100 7800 7200 68261 90361 6094969 1852133 8978675 7043506 3761224 27730507 0.96740 0.97490 0.01840 0.01410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 130 10 1 true false 68746 22915 45831 200434 10022 190412 374148 129086 245062 833957 498479 335478 816783 7559836 Land protected in perpetuity 33440259 Operating right of use asset 772558 34212817 Operating lease liabilty 789411 789411 3035924 -809969 70742 -739227 3775151 3775151 3963529 70742 70742 3892787 3892787 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 $979,875 and $579,050 for the yearsended December 31, 2022 and 2021, respectively. false Clays for Conservation 71344 47800 23544 390 8712 2070 5083 71344 47800 23544 390 8712 2070 5083 16255 7289 false Catawba Indian Nation 996 Avenue of the Nations Rock Hill SC 29730 571001665 20000 0 Trail Construction Cherokee County 110 Railroad Avenue Gaffney SC 29340 576000325 45000 0 Trail Construction City of Belmont 1401 E Catawba Ave Belmont NC 28012 560856848 30000 0 Land Acquistion City of Gastonia 150 South York Street Gastonia NC 28052 566000227 45000 0 Trail Construction Mecklenburg County 5841 Brookshire Blvd Charlotte NC 28216 566000319 100000 0 Trail Construction Town of Davidson PO Box 579 Davidson NC 28036 576000244 25000 0 Trail Design Town of Matthews 100 McDowell Street Mathews NC 28105 561906522 50000 0 Trail Construction 7 0 X false false false false false false false false false Bart Landess Executive Dir. 174163 5000 9270 188433 Lat Purser Frmr brd member 93217 Rent false Schedule L, Part V Supplemental Information The Conservancy paid $93,217 in rents to entities affiliated with Lat Purser, a former board of director whose term expired December 31, 2017. 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 979875 FMV X 600 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 available to each Board member. 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, minutes of Board meetings and committee meetings, and conflict of interest policy are kept in binders at our office. CLC's financial statements, audits and Forms 990 are on the website. Form 990, Part XI, Line 9 Carolina Thread Trail = $8221132 Amended Explanation Form 990 is being amended to correct the grants payable and grants expense 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 7325 22915 N/A false false false false false false false false false false false false false false false false false false false