WOODIE WHEATON LAND TRUST: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WOODIE WHEATON LAND TRUST (EIN 01-0494342)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-13
- IRS object ID
- 202303179349305295
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-13T13:38:33-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010411241 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHESTER M KEARNEY PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 744 | AddressLine1Txt |
| City | HOULTON | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 047300744 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010494342 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOODIE WHEATON LAND TRUST | BusinessNameLine1Txt |
| Business Name Line2 | C/O SHANE WHEATON | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WOOD | BusinessNameControlTxt |
| Phone | 2074483250 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 GROVE ROAD | AddressLine1Txt |
| City | FOREST CITY | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04413 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHANE WHEATON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7327578324 | PhoneNum |
| Signature | 2023-09-14 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SHANE | PersonFirstNm |
| Person Last | WHEATON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARBARA MCGUIRE | PreparerPersonNm |
| PTIN | P01226297 | PTIN |
| Phone | 2075324271 | PhoneNum |
| Preparation | 2023-09-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JILL WHEATON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 720 S SAPODILLA AVE APT 506 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,505,512 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WOODIEWHEATONLANDTRUST.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1994 | FormationYr |
| Legal Domicile State | ME | LegalDomicileStateCd |
| Activity Or Mission | LAND CONSERVATION | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Total Volunteers | 21 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $111,749 | PYContributionsGrantsAmt |
| CY Contributions Grants | $191,986 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $340,784 | PYInvestmentIncomeAmt |
| CY Investment Income | -$22,418 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,914 | PYOtherRevenueAmt |
| CY Other Revenue | $1,740 | CYOtherRevenueAmt |
| PY Total Revenue | $454,447 | PYTotalRevenueAmt |
| CY Total Revenue | $171,308 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $64,620 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $43,521 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,249 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $116,314 | PYOtherExpensesAmt |
| CY Other Expenses | $95,362 | CYOtherExpensesAmt |
| PY Total Expenses | $180,934 | PYTotalExpensesAmt |
| CY Total Expenses | $138,883 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $273,513 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $32,425 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,294,143 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,783,055 | TotalAssetsEOYAmt |
| Total Liabilities BOY | -$446 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $578 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,294,589 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,782,477 | NetAssetsOrFundBalancesEOYAmt |
| Mission | LAND CONSERVATION | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $84,891 | ExpenseAmt |
| Desc | EAST GRAND WATERSHED INITIATIVE (EGWI)-CONSERVING THE UNDEVELOPED SHORE LANDS AND ASSOCIATE BACK LANDS OF EAST GRAND, DEERING, BRACKETT, AND NORTH LAKES. EGWI ACTIVITIES INCLUDE: CONSERVATION OUTREACH, PUBLICATIONS, EVENTS, COTTAGE OWNER VISITS, AND LAND ACQUISITION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $16,609 | ExpenseAmt |
| Desc | WOODIE WHEATON LAND TRUST CENTER-THE PLANNING AND CONSTRUCTION OF A SMALL BUILDING THAT WILL SERVE AS THE BUSINESS OFFICE OF THE LAND TRUST, THE PROGRAM HEADQUARTERS FOR COMMUNITY OUTREACH ACTIVITIES, THE MEETING PLACE FOR OUR BOARD AND MEMBERSHIP, AND OFFER LAND USE DISCUSSION OPPORTUNITIES TO VARIOUS COMMUNITY GROUPS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $101,500 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | Yes (true) | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 2 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHANE WHEATON | PersonNm |
| Phone | 2074483250 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12330 CROOKED CREEK LN | AddressLine1Txt |
| City | FT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33913 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JILL WHEATON | ||||||
| PRESIDENT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ANNA LEVITSKY | ||||||
| VICE PRESIDE | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SHANE WHEATON | ||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JEFF KETCHUM | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PAUL BENNY SR | ||||||
| BOARD MEMBER | 10.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID BIANCO | ||||||
| BOARD MEMBER | 1.50 | Yes (X) | $0 | $0 | $0 | |
| DANIEL DAGGETT | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE MARTIN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRIANNE O'LEARY | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM HAMILTON | ||||||
| BOARD MEMBER | 8.00 | Yes (X) | $0 | $0 | $0 | |
| JAMIE PLUNKETT | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| REGGIE SIMONS | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DALE WHEATON | ||||||
| BOARD MEMBER | 7.00 | Yes (X) | $0 | $0 | $0 | |
| PETE WHITE | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $191,986 | AllOtherContributionsAmt |
| Total Contributions | $191,986 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $72,238 | TotalRevenueColumnAmt |
| Exclusion | $72,238 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,238,643 | SecuritiesAmt |
| Other | $905 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,334,204 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$95,561 | SecuritiesAmt |
| Other | $905 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$94,656 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$94,656 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Total Revenue Column | $1,740 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,740 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,740 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $171,308 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$92,916 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $72,238 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,428 | TotalAmt |
| Program Services | $40,428 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,093 | TotalAmt |
| Program Services | $3,093 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,803 | TotalAmt |
| Program Services | $9,803 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,685 | TotalAmt |
| Management And General | $2,685 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,864 | TotalAmt |
| Program Services | $24,562 | ProgramServicesAmt |
| Management And General | $26,053 | ManagementAndGeneralAmt |
| Fundraising | $3,249 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,230 | TotalAmt |
| Management And General | $2,230 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,478 | TotalAmt |
| Program Services | $4,101 | ProgramServicesAmt |
| Management And General | $2,377 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,124 | TotalAmt |
| Program Services | $4,124 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $615 | TotalAmt |
| Program Services | $615 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,286 | TotalAmt |
| Program Services | $10,286 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,277 | TotalAmt |
| Program Services | $4,488 | ProgramServicesAmt |
| Management And General | $789 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,883 | TotalAmt |
| Program Services | $101,500 | ProgramServicesAmt |
| Management And General | $34,134 | ManagementAndGeneralAmt |
| Fundraising | $3,249 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,580 | BOYAmt |
| EOY | $210,109 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,000 | BOYAmt |
| EOY | $50,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,463,107 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $156,796 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,868,779 | BOYAmt |
| EOY | $2,306,311 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,225,784 | BOYAmt |
| EOY | $3,194,635 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,000 | BOYAmt |
| EOY | $22,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,294,143 | BOYAmt |
| EOY | $5,783,055 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$446 | BOYAmt |
| EOY | $578 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$446 | BOYAmt |
| EOY | $578 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,996,805 | BOYAmt |
| EOY | $2,515,842 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,297,784 | BOYAmt |
| EOY | $3,266,635 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,294,589 | BOYAmt |
| EOY | $5,782,477 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,294,143 | BOYAmt |
| EOY | $5,783,055 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $32,425 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$541,582 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$2,955 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $69,293 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $155,546 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $570,604 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $111,749 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $189,342 | CurrentTaxYearAmt |
| Total | $1,096,534 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $69,293 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $155,546 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $570,604 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $111,749 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $189,342 | CurrentTaxYearAmt |
| Total | $1,096,534 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $1,096,534 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $68,925 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $75,261 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $58,267 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $71,850 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $72,239 | CurrentTaxYearAmt |
| Total | $346,542 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $683 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $587 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $362 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $903 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,643 | CurrentTaxYearAmt |
| Total | $5,178 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,448,254 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $5,286 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.75710 | PublicSupportCY170Pct |
| Public Support PY170 | 0.85640 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME 5,178 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preservation Public Use | Yes (X) | PreservationPublicUseInd |
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Preservation Open Space | Yes (X) | PreservationOpenSpaceInd |
| Total Easements | 1 | TotalEasementsCnt |
| Total Acreage | 12.00 | TotalAcreageCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | false | WrittenPolicyMonitoringInd |
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $22,000 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,090,849 | BeginningYearBalanceAmt |
| Contributions | $69,357 | ContributionsAmt |
| Investment Earnings Or Losses | -$26,012 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $511,939 | OtherExpendituresAmt |
| Administrative Expenses | $23,578 | AdministrativeExpensesAmt |
| End Year Balance | $2,598,677 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,927,044 | BeginningYearBalanceAmt |
| Contributions | $20,903 | ContributionsAmt |
| Investment Earnings Or Losses | $340,784 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $172,545 | OtherExpendituresAmt |
| Administrative Expenses | $25,012 | AdministrativeExpensesAmt |
| End Year Balance | $3,090,849 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,728,975 | BeginningYearBalanceAmt |
| Contributions | $154,000 | ContributionsAmt |
| Investment Earnings Or Losses | $126,877 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $63,206 | OtherExpendituresAmt |
| Administrative Expenses | $20,001 | AdministrativeExpensesAmt |
| End Year Balance | $2,927,044 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,691,621 | BeginningYearBalanceAmt |
| Contributions | $6,000 | ContributionsAmt |
| Investment Earnings Or Losses | $152,554 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $101,678 | OtherExpendituresAmt |
| Administrative Expenses | $19,523 | AdministrativeExpensesAmt |
| End Year Balance | $2,728,975 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,357,118 | BeginningYearBalanceAmt |
| Contributions | $302,064 | ContributionsAmt |
| Investment Earnings Or Losses | $99,627 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $48,000 | OtherExpendituresAmt |
| Administrative Expenses | $19,188 | AdministrativeExpensesAmt |
| End Year Balance | $2,691,621 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,098,295 | OtherCostOrOtherBasisAmt |
| Book Value | $2,098,295 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $364,812 | OtherCostOrOtherBasisAmt |
| Depreciation | $156,796 | DepreciationAmt |
| Book Value | $208,016 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,306,311 | TotalBookValueLandBuildingsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 1, PART II, LINE 9 | FormAndLineReferenceDesc |
| Explanation | THE CONSERVATION EASEMENT IS RECORDED ON THE BALANCE SHEET AT THE FAIR MARKET VALUE WHICH WAS OBTAINED FROM A CERTIFIED APPRAISER. THE EXPENSES RELATED TO OBTAINING THE EASEMENT (LEGAL, APPRAISAL, ETC.) ARE RECORDED ON THE BALANCE SHEET AS AN INCREASE IN THE THE BASIS OF THE ASSET IN THE YEAR OF ACQUISITION. THE EXPENSES TO MAINTAIN THE EASEMENT ARE RECORDED ON THE INCOME STATEMENT IN THE YEAR THE EXPENSE IS INCURRED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 2 | DALE WHEATON FAMILY RELATIONSHIP SHANE WHEATON FAMILY RELATIONSHIP JILL WHEATON FAMILY RELATIONSHIP |
| FORM 990, PAGE 6, PART VI, LINE 7A | NEW ELECTED MEMBERS OF THE GOVERNING BODY ARE VOTED ON BY THE CURRENT MEMBERS OF THE GOVERNING BODY. |
| FORM 990, PAGE 6, PART VI, LINE 7B | DECISIONS ARE SUBJECT TO A VOTE BY THE MEMBERS OF THE GOVERNING BODY. |
| FORM 990, PAGE 6, PART VI, LINE 11B | WITH THE BOARD OF DIRECTORS AUTHORIZATION, THE FINANCE COMMITTEE OF THE WWLT AND THE TREASURER WILL APPROVE THE DRAFT OF THE COMPLETED FORM 990. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE BOARD OF DIRECTORS INCLUDES THIS SUBJECT IN REGULAR SCHEDULED MEETINGS. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE BOARD OF DIRECTORS PERFORM AN ANNUAL REVIEW AND EVALUATION OF THE OFFICE MANAGER AND SETS THE SALARY DURING THIS PROCESS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | REAL ESTATE TAXES 12,793 0 0 MISCELLANEOUS 414 0 0 LICENSES & FEES 0 23,808 0 DUES & MEMBERSHIPS 0 2,245 0 APPRAISAL 1,025 0 0 BANK FEES 30 0 0 WEBSITE DESIGN 150 0 0 STRATEGIC PLANNING CONSULTANT 150 0 0 PROGRAM PROJECT EXPENSE 0 0 3,249 INTERNS 10,000 0 0 TOTAL 24,562 26,053 3,249 |
| FORM 990, PART XI, LINE 9 | ACCRUED DIVIDENDS AND INTEREST -350 RETURN OF CAPITAL -2,605 TOTAL -2,955 |