To preserve the ecosystem and pristine waters of Chocorua Lake, protect the natural resources and conservation values of the Chocorua Lake basin, maintain trails on mount Chocorua and surrounding lands, and provide welcoming access to Chocorua Lake for nearby residents, visitors, and future generations.

501(c)(3) charity; gifts are tax-deductible.
72¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $87K a year · 22% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
72%
of spending
Fine: 72% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
6 mo
of spending, in cash
Plus $2.5M in investments, Pt X · Ln 11–13
Looks good: 5.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
5
named funders · $102K
Looks good: 5 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
8
of 8 voting members
Looks good: 8 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$379K
+5% vs prior year
Spent
$305K
To programs
72%
Net assets
$3.7M
By yearFY2020–FY2024
Revenue
$379K
FY2023▲ +5%
Tap a bar for its year
Revenue by fiscal year
FY2020$279K
FY2021$254K
FY2022$361K
FY2023$379K
FY2024$728K
Expenses
$305K
FY2023▲ +24%
Tap a bar for its year
Expenses by fiscal year
FY2020$203K
FY2021$161K
FY2022$245K
FY2023$305K
FY2024$652K
Net assets
$3.7M
FY2023▲ +13%
Tap a bar for its year
Net assets by fiscal year
FY2020$3.1M
FY2021$3.5M
FY2022$3.3M
FY2023$3.7M
FY2024$4.1M

From the FY2023 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Exemption reinstated (2010-11-15). Per the IRS revocation list. Latest filing on record: FY2024. IRS ruling in Aug 2012.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

72 cents of each dollar spent went to programs.

Program services 72% · $221K Management & general 16% · $49K Fundraising 11% · $35K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

8 people listed on the 990.

Part VII, Section A · reportable compensation
Vice President
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
President
$0Pt VII · Sec A
$0Pt VII · Sec A
Member
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Chocorua Lake Conservancy executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Preserves Chocorua Lake's ecosystem, protects basin resources, maintains trails, and provides public access.

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Provided by the organization

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3 programs · $221K · in their own filed words · FY2023
01

Public lake access, management of conservation properties & water quality monitoring - managed 800 acres across 17 properties owned by chocorua lake conservancy (CLC) in the chocorua lake basin, including three public lake access recreational areas open to all and visited more than 100,000 people yearly.

$95Kprogram expense
02

Education, Outreach, and Membership

Organized more than 50 educational and community outreach events attended by over 1,400 people. Engaged 170 volunteers who contributing 1,400 hours toward fulfilling CLC'S mission. Held outdoor nature explorations and workshops on diverse topics in ecology and natural history, including regular programs aimed at children 3 to 9 years of…

$68Kprogram expense
03

Land conservation visited 94 privately-owned properties covering 2,500 acres protected by CLC perpetual covenants, conservation easements, and deed restrictions. Trained 20 volunteer land stewards and monitors to help maintain 17 clc-owned conservation properties.

$58Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
See all 5 funders →

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$379K
Ln 12
Gifts and grantsLn 1h$289K
Investment incomeLn 3$82K
Fees for servicesLn 2g$10K
Money outPt IX
$305K
Ln 25
Programscol B$221K
Managementcol C$49K
Fundraisingcol D$35K
Owns and owesPt X
$3.7M
net assets · Ln 32
Cash and savingsLn 1–2$147K
Total assetsLn 16$3.7M
LiabilitiesLn 26$0
PeoplePt VI, VII
8
listed · VII A
PaidVII A0
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$289K
Government grantsLn 1e$600
Noncash giftsLn 1g$382
Fees for servicesLn 2g$10K
Investment incomeLn 3$82K
Gains on assetsLn 7$32K
Total revenueLn 12$379K
Assets in detailPt X, end of year
SavingsLn 2$147K
Cash and savings togetherLn 1–2$147K
InvestmentsLn 11–13$2.5M
Land, buildings, equipmentLn 10c$1.1M
Total assetsLn 16$3.7M
LiabilitiesLn 26$0
Net assetsLn 32$3.7M
OperationsPt I, VI
EmployeesI 59
VolunteersI 6170
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$58K$147K
InvestmentsLn 11–13$2.2M$2.5M
Land, buildings, equipmentLn 10c$1.1M$1.1M
Total assetsLn 16$3.3M$3.7M
LiabilitiesLn 26$0$0
Net assetsLn 32$3.3M$3.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$188K$133K$32K$22K
Other employee benefitsLn 9$3K$2K$485$338
Payroll taxesLn 10$14K$10K$2K$2K
Legal feesLn 11b$4K$2K$2K
Accounting feesLn 11c$3K$3K
Advertising and promotionLn 12$5K$2K$3K
Office expensesLn 13$3K$2K$1K$717
Information technologyLn 14$10K$7K$4K
OccupancyLn 16$8K$6K$1K$932
TravelLn 17$2K$2K
Conferences, conventions and meetingsLn 19$2K$2K$399
InsuranceLn 23$1K$1K
Other expenses (24a–d)Ln 24$58K$52K$100$6K
All other expensesLn 24e$3K$1K$1K
Total functional expensesLn 25$305K$221K$49K$35K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $728K$652K$76K$4.1M 990 PDF
FY2023 Viewing $379K$305K$74K$3.7M 990 PDF
FY2022 $361K$245K$116K$3.3M 990 PDF
FY2021 $254K$161K$93K$3.5M 990 PDF
FY2020 $279K$203K$76K$3.1M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $379,405 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $317,349$288,619
I-9 Program service revenuePrior year $0$9,687
I-10 Investment incomePrior year $43,546$81,637
I-11 Other revenuePrior year $314−$538
I-12 Total revenuePrior year $361,209$379,405
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $137,285$205,010
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $107,897$100,189
I-18 Total expensesPrior year $245,182$305,199
I-19 Revenue less expensesPrior year $116,027$74,206
Part VI · Governance 8 of 8 board members independent, 1 to look at
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $379,405 across 9 lines filed
Lines not itemized here account for −$538 of total revenue; see the IRS return.
VIII-1b Membership dues$4,575
VIII-1e Government grants$600
VIII-1f All other contributions, gifts and grants$283,444
VIII-1g Noncash contributions (included above)$382
VIII-1h Total contributions, gifts and grants$288,619
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $9,687$9,687
VIII-3 Investment incomeExcluded from tax $49,774$49,774
VIII-7 Net gain or loss on sales of assetsExcluded from tax $31,863$31,863
VIII-12 Total revenueRelated to mission $9,149 · Unrelated business $0 · Excluded from tax $81,637$379,405
Part IX · Statement of functional expenses $305,199 across 14 lines filed
IX-7 Other salaries and wagesPrograms $133,114 · Management $32,250 · Fundraising $22,453$187,817
IX-9 Other employee benefitsPrograms $2,002 · Management $485 · Fundraising $338$2,825
IX-10 Payroll taxesPrograms $10,183 · Management $2,467 · Fundraising $1,718$14,368
IX-11b Legal feesPrograms $2,412 · Management $1,835$4,247
IX-11c Accounting feesManagement $3,222$3,222
IX-12 Advertising and promotionPrograms $2,152 · Fundraising $2,740$4,892
IX-13 Office expensesPrograms $1,642 · Management $1,012 · Fundraising $717$3,371
IX-14 Information technologyPrograms $6,519 · Management $3,579$10,098
IX-16 OccupancyPrograms $5,528 · Management $1,339 · Fundraising $932$7,799
IX-17 TravelPrograms $2,487$2,487
IX-19 Conferences, conventions and meetingsPrograms $2,050 · Management $399$2,449
IX-23 InsuranceManagement $1,239$1,239
IX-24 Other expenses (24a–d)Programs $52,148 · Management $100 · Fundraising $5,616$57,864
IX-24e All other expensesPrograms $1,023 · Management $1,498$2,521
IX-25 Total functional expensesPrograms $221,260 · Management $49,425 · Fundraising $34,514$305,199
Part X · Balance sheet $3,715,558 assets, 7 lines filed
X-2 Savings and temporary cash investmentsStart of year $58,424$146,954
X-10c Land, buildings and equipment, netStart of year $1,050,588$1,050,588
X-11 Publicly traded securitiesStart of year $2,177,011$2,518,016
X-16 Total assetsStart of year $3,286,023$3,715,558
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $3,286,023$3,715,558
X-33 Total liabilities and net assetsStart of year $3,286,023$3,715,558
Part XI · Reconciliation of net assets $3,715,558 net assets at year end
XI-1 Total revenue$379,405
XI-2 Total expenses$305,199
XI-3 Revenue less expenses$74,206
XI-4 Net assets at start of year$3,286,023
XI-5 Net unrealized gains (losses) on investments$355,329
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$3,715,558

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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