BLUE HERON NATURE PRESERVE INC: Form 990EZ, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BLUE HERON NATURE PRESERVE INC (EIN 02-0648202)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-14
- IRS object ID
- 201441349349204229
- Schema version
- 2013v3.0
- 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 | 2014-05-14T17:08:08-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 581763570 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JONES AND KOLB | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3475 PIEDMONT ROAD SUITE 1500 | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30305 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 020648202 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE HERON NATURE PRESERVE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BLUE | BusinessNameControlTxt |
| Phone | 4043451008 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4055 ROSWELL ROAD | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30342 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY JONES | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4043451008 | PhoneNum |
| Signature | 2014-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | G BLISS JONES | PreparerPersonNm |
| PTIN | P00087087 | PTIN |
| Phone | 4042627920 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | WWW.BHNP.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $196,468 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $106,730 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $12,911 | ProgramServiceRevenueAmt |
| Membership Dues | $1,438 | MembershipDuesAmt |
| Investment Income | $14 | InvestmentIncomeAmt |
| Other Revenue Total | $75,375 | OtherRevenueTotalAmt |
| Total Revenue | $196,468 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $18,596 | GrantsAndSimilarAmountsPaidAmt |
| Salaries Other Comp Empl Bnft | $38,800 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $15,222 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $96,382 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $4,049 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $22,638 | OtherExpensesTotalAmt |
| Total Expenses | $195,687 | TotalExpensesAmt |
| Excess Or Deficit For Year | $781 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $30,863 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $31,644 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,755 | BOYAmt |
| EOY | $25,706 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $5,000 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,663 | BOYAmt |
| EOY | $5,493 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,418 | BOYAmt |
| EOY | $36,199 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,555 | BOYAmt |
| EOY | $4,555 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,863 | BOYAmt |
| EOY | $31,644 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | TO GROW AND PROVIDE A PLACE OF NATURAL BEAUTY FOR THE WETLAND HABITAT IN NANCY CREEK WATERSHED, ATLANTA, GEORGIA. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| EDUCATION: WE CONTINUE TO GROW THIS PROGRAM AT THE PRESERVE AND WERE ABLE TO OFFER MANY EDUCATIONAL PROGRAMS IN 2013. USING VOLUNTEER AND CONTRACT STAFF MEMBERS, WE TAUGHT ABOUT 20 SCOUT PROGRAMS, HAD A YEAR LONG COMMITMENT FOR IN-SCHOOL PROGRAMMING AND FIELD TRIPS WITH A LOCAL SCHOOL AND CONSISTENTLY OFFERED PROGRAMS MONTHLY FOR FAMILIES AND ADULTS WITH OUR SECOND SATURDAY SAFARI PROGRAM. EDUCATION IS A PRIORITY AND IT IS REWARDING TO SEE THE CLASSES FILL AND ATTRACT MORE AND MORE COMMUNITY MEMBERS. | $0 | $9,285 |
| MILL TRAIL CONSTRUCTION AND NATIVE PLANT RESTORATION - DURING 2013 WE COMPLETED THE MILL TRAIL AND MADE FURTHER PROGRESS RESTORING THE NATIVE LANDSCAPE AT BLUE HERON. FOR THE MILL TRAIL WE REMOVED INVASIVES, CREATED AN ENTRANCE WITH A STACKED RAIL FENCE, CARVED STONE SIGN AND HAND-BUILT INFORMATION KIOSK, INSTALLED STONE STEPS UP A HILLSIDE, BUILT A 400 FOOT SIDE HILL TRAIL TO THE MILL DAM AND, WITH HELP FROM AN EAGLE SCOUT, BUILT A STONE LANDING AT THE MILL DAM. NATIVE PLANTS WERE PLANTED ALONG THE FRONT PORTION OF THE TRAIL INCLUDING BY A UNIQUE ROCK OUTCROPPING ALONG THE TRAIL. FOR THE RESTORATION, WE EXPANDED AND ENHANCED THE GRASS MEADOWS ALONG PERIMETER OF THE PRESERVE AS PART OF A PARK PRIDE COMMUNITY GRANT. THIS INCLUDED INSTALLING NATIVE BLUESTEM GRASS ALONG ROSWELL RD. IN ADDITION, NATIVE FLOWERING PLANTS WERE ADDED TO THE EXISTING MEADOWS ALONG LAKEMOORE DRIVE. FINALLY, A LOW GROWING NATIVE GRASS (NIMBLEWILL) WAS PLANTED ALONG THE SIDEWALK FURTHER ELIMINATING NON-NATIVE GRASSES. ALL THIS WORK WAS ACCOMPLISHED WITH OUR PROFESSIONAL, NATIVE PLANT PARTNER, ROCK SPRING FARM, AS WELL AS VOLUNTEERS. VOLUNTEERS HELPED WITH THE PREP WORK, WEEDING, PLANTING AND INSTALLATION OF A STACKED RAIL FENCE ALONG THE ROADWAY. OUR VOLUNTEER PARTNER, HANDS ON ATLANTA, WAS INSTRUMENTAL IN GROWING OUR CORPORATE PARTNERSHIPS WITH MERCER CONSULTING, UPS, PORTER NOVELLI, CHANNEL 11 (GANNETT COMPANY) AND GEORGIA POWER. IN ADDITION WE CONTINUED TO LEVERAGE OUR COMMUNITY PARTNERS BUCKHEAD ROTARY AND OGLETHORPE UNIVERSITY WHO PROVIDED VOLUNTEERS AND CASH DONATIONS. OVER 200 VOLUNTEERS WERE INVOLVED IN THE MILL TRAIL AND RESTORATION WORK SPANNING 4 SEPARATE WORKDAYS. | $0 | $12,982 |
| PROPERTY ACQUISITION - 3931 LAND O LAKES DRIVE -TO IMPROVE CONNECTIVITY INTO THE COMMUNITY AND TO EXPAND PROTECTION OF SENSITIVE RIPARIAN AREAS, SIGNIFICANT WORK WAS PERFORMED TO ACQUIRE A CRITICAL PARCEL UPSTREAM FROM THE PRESERVE. THE PROPERTY IS OWNED BY A DEVELOPER WHO IS ACTIVELY MARKETING IT FOR A SINGLE-FAMILY HOME. THREE TRIBUTARIES TO MILL CREEK RUN THROUGH THE PROPERTY WITH A SIGNIFICANT FLOODPLAIN. THE PROPERTY IS ADJACENT TO SARAH SMITH ELEMENTARY SCHOOL WHICH LENDS ITSELF TO FUTURE EDUCATIONAL OPPORTUNITIES AND OFFERS A VIABLE MULTI-USE PATH CONNECTION TO THE GA 400 PATH FROM THE BLUE HERON NATURE PRESERVE. FIRST, WORK WAS DONE TO BUILD A CASE FOR SUPPORT WITH THE CITY. THE CITY BROUGHT IN PARTNERS FROM THE PATH ORGANIZATION TO ASSESS THE TRAIL VIABILITY AND THE CONSERVATION FUND TO FACILITATE A SHORT-TERM PURCHASE. THE DEVELOPER EXPRESSED WILLINGNESS TO ENGAGE IN PURCHASE DISCUSSIONS. NEGOTIATIONS WERE SUCCESSFUL ONCE AN ANONYMOUS DONOR WAS FOUND TO LOAN MONEY TO THE PRESERVE TO BRIDGE THE GAP BETWEEN THE DEVELOPER'S PRICE AND THE CONSERVATION FUND'S ASSESSMENT. A CONTRACT WAS SIGNED AND DUE DILIGENCE PERFORMED AT THE END OF THE YEAR WITH FINAL PURCHASE COMPLETED IN JANUARY OF 2014. | $0 | $5,614 |
| OTHER PROGRAM SERVICES INCLUDED GRANT, COMMUNITY GARDEN, BUTTERFLY GARDEN, AND OTHER EVENT EXPENSES. | $0 | $2,064 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $29,945 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (8 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| NANCY JONES | ||||
| EXECUTIVE DIRECTOR | 40.00 | $38,800 | $0 | $0 |
| KEVIN MCCAULEY | ||||
| BOARD PRESIDENT | 2.00 | $0 | $0 | $0 |
| CHARLIE BAUBE | ||||
| BOARD VICE PRESIDENT/TREAS | 1.00 | $0 | $0 | $0 |
| LIBBA SHORTRIDGE | ||||
| BOARD SECRETARY | 1.00 | $0 | $0 | $0 |
| JAY LEVINE | ||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| LANGLEY REPRESS | ||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| CHAD WRIGHT | ||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| NORRIS BROYLES | ||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NANCY JONES | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4055 ROSWELL ROAD | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30342 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4043451008 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
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 Minus2 Years | $9,313 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,359 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,953 | CurrentTaxYearAmt |
| Total | $88,625 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $75,425 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $75,425 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $75,425 | CurrentTaxYearAmt |
| Total | $226,275 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $84,738 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $108,784 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $121,378 | CurrentTaxYearAmt |
| Total | $314,900 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $314,900 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $70,450 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $69,840 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $75,090 | CurrentTaxYearAmt |
| Total | $215,380 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $530,280 | TotalSupportAmt |
| Public Support CY170 | 0.59380 | PublicSupportCY170Pct |
| Public Support PY170 | 0.57970 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: INTEREST INCOME. AMOUNT: 14. |
| FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE | DESCRIPTION: RENTAL REVENUE. AMOUNT: 73,210. DESCRIPTION: ART GALLERY SALES. AMOUNT: 655. DESCRIPTION: COMMUNITY GARDEN INCOME. AMOUNT: 1,510. TOTAL TO FORM 990-EZ, LINE 8: 75,375. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: BUSINESS EXPENSES. AMOUNT: 1,512. DESCRIPTION: PAYROLL TAX AND SERVICE EXPENSE. AMOUNT: 3,249. DESCRIPTION: MISCELLANEOUS EXPENSES. AMOUNT: 4,554. DESCRIPTION: COMMUNITY GARDEN. AMOUNT: 1,829. DESCRIPTION: SPECIAL PROJECTS. AMOUNT: 11,349. DESCRIPTION: INTEREST EXPENSE. AMOUNT: 80. DESCRIPTION: TRAVEL AND MEETINGS. AMOUNT: 65. TOTAL TO FORM 990-EZ, LINE 16: 22,638. |
| FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS | DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 1,378. END OF YEAR AMOUNT: 1,286. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 5,285. END OF YEAR AMOUNT: 4,207. |
| FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES | DESCRIPTION: SECURITY DEPOSITS. BEG. OF YEAR AMOUNT: 4,555. END OF YEAR AMOUNT: 4,555. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | DeclarationDesc |