Orleans Conservation Trust preserves land and educates the public in order to sustain our natural resources and the character of our community for generations to come. To accomplish this mission, the Trust seeks to aquire lands to manage and maintain those lands in their natural state, to protect wildlife habitat, and to educate residents and visitors about the importance of preserving the environmental quality of Orleans.

501(c)(3) charity; gifts are tax-deductible.
74¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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FY2021 · 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
4 of 5
filings with a surplus
Average surplus $2.2M a year · 83% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
74%
of spending
Fine: 74% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
19 mo
of spending, in cash
Plus $4.2M in investments, Pt X · Ln 11–13
Looks good: 18.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
9
named funders · $809K
Looks good: 9 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$233K
0.5% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
13
of 13 voting members
Looks good: 13 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.4M
+103% vs prior year
Spent
$345K
To programs
74%
Net assets
$42.3M
By yearFY2020–FY2024
Revenue
$2.4M
FY2021▲ +103%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.2M
FY2021$2.4M
FY2022$335K
FY2023$668K
FY2024$8.9M
Expenses
$345K
FY2021▼ -21%
Tap a bar for its year
Expenses by fiscal year
FY2020$436K
FY2021$345K
FY2022$399K
FY2023$568K
FY2024$525K
Net assets
$42.3M
FY2021▲ +3%
Tap a bar for its year
Net assets by fiscal year
FY2020$41.0M
FY2021$42.3M
FY2022$41.6M
FY2023$42.2M
FY2024$51.0M

From the FY2021 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Oct 1970.

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

Where the money goes

74 cents of each dollar spent went to programs.

Program services 74% · $255K Management & general 22% · $77K Fundraising 4% · $12K

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

13 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A

Diana Landau’s $5K as Trustee is at the 0th percentile of top reported officer pay among 1852 $1–10M environment nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

See Orleans Conservation Trust 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 land and educates the public to sustain natural resources and community character.

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Provided by the organization

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1 program · $255K · in their own filed words · FY2021
01

Acquistion and maintenance of land held for conservation purposes

$255Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · received and paid
Grants received · FY2024
See all 9 funders →
Grants paid · 5 grants · $224K · 2020–2024
Nauset Middle SchoolFY2024$6,000
Sipson Island Trust INCMA · FY2023$46,025
Nauset Middle SchoolFY2023$12,500

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$2.4M
Ln 12
Gifts and grantsLn 1h$1.4M
Investment incomeLn 3$996K
Fees for servicesLn 2g$5K
Money outPt IX
$345K
Ln 25
Programscol B$255K
Managementcol C$77K
Fundraisingcol D$12K
Owns and owesPt X
$42.3M
net assets · Ln 32
Cash and savingsLn 1–2$537K
Total assetsLn 16$42.6M
LiabilitiesLn 26$233K
PeoplePt VI, VII
13
listed · VII A
PaidVII A0
Voting boardVI 1a13
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.4M
Fees for servicesLn 2g$5K
Investment incomeLn 3$996K
Gains on assetsLn 7$942K
Total revenueLn 12$2.4M
Assets in detailPt X, end of year
SavingsLn 2$537K
Cash and savings togetherLn 1–2$537K
InvestmentsLn 11–13$4.2M
Land, buildings, equipmentLn 10c$37.5M
Other assetsLn 15$28K
Total assetsLn 16$42.6M
LiabilitiesLn 26$233K
Net assetsLn 32$42.3M
OperationsPt I, VI
EmployeesI 50
VolunteersI 630
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 FY21End FY21
Cash and savingsLn 1–2$282K$537K
InvestmentsLn 11–13$3.9M$4.2M
Land, buildings, equipmentLn 10c$37.0M$37.5M
Total assetsLn 16$41.3M$42.6M
LiabilitiesLn 26$327K$233K
Net assetsLn 32$41.0M$42.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$904$904
Other salaries and wagesLn 7$35K$30K$5K
Pension plan contributionsLn 8$2K$1K$236
Other employee benefitsLn 9$3K$3K
Payroll taxesLn 10$3K$3K$499
Legal feesLn 11b$26K$26K
Accounting feesLn 11c$8K$8K
Investment management feesLn 11f$10K$10K
Other fees for servicesLn 11g$131K$118K$13K
Advertising and promotionLn 12$974$974
Office expensesLn 13$5K$5K
Conferences, conventions and meetingsLn 19$142$142
InterestLn 20$9K$5K$4K
Depreciation, depletion and amortizationLn 22$11K$9K$2K
InsuranceLn 23$8K$6K$2K
Other expenses (24a–d)Ln 24$81K$71K$1K$9K
All other expensesLn 24e$11K$8K$923$3K
Total functional expensesLn 25$345K$255K$77K$12K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $8.9M$525K$8.3M$51.0M 990 PDF
FY2023 $668K$568K$100K$42.2M 990 PDF
FY2022 $335K$399K−$64K$41.6M 990 PDF
FY2021 Viewing $2.4M$345K$2.0M$42.3M 990 PDF
FY2020 $1.2M$436K$729K$41.0M 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 FY2021 990 (6 parts)
Part I · Summary $2,366,467 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,051,623$1,365,942
I-9 Program service revenuePrior year $3,113$4,913
I-10 Investment incomePrior year $110,493$995,612
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $1,165,229$2,366,467
I-13 Grants and similar amounts paidPrior year $144,649$904
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$42,839
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $291,784$300,795
I-18 Total expensesPrior year $436,433$344,538
I-19 Revenue less expensesPrior year $728,796$2,021,929
Part VI · Governance 13 of 13 board members independent, 1 to look at
VI-1a Voting members of the governing body13
VI-1b Independent voting members13
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 $2,366,467 across 7 lines filed
VIII-1b Membership dues$67,945
VIII-1f All other contributions, gifts and grants$1,297,997
VIII-1h Total contributions, gifts and grants$1,365,942
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $4,913$4,913
VIII-3 Investment incomeExcluded from tax $53,896$53,896
VIII-7 Net gain or loss on sales of assetsExcluded from tax $941,716$941,716
VIII-12 Total revenueRelated to mission $4,913 · Unrelated business $0 · Excluded from tax $995,612$2,366,467
Part IX · Statement of functional expenses $344,538 across 17 lines filed
IX-1 Grants to domestic organizationsPrograms $904$904
IX-7 Other salaries and wagesPrograms $29,794 · Management $5,048$34,842
IX-8 Pension plan contributionsPrograms $1,386 · Management $236$1,622
IX-9 Other employee benefitsPrograms $2,928$2,928
IX-10 Payroll taxesPrograms $2,948 · Management $499$3,447
IX-11b Legal feesManagement $25,724$25,724
IX-11c Accounting feesManagement $8,232$8,232
IX-11f Investment management feesManagement $10,337$10,337
IX-11g Other fees for servicesPrograms $117,639 · Management $12,897$130,536
IX-12 Advertising and promotionPrograms $974$974
IX-13 Office expensesManagement $4,692$4,692
IX-19 Conferences, conventions and meetingsPrograms $142$142
IX-20 InterestPrograms $5,161 · Management $4,092$9,253
IX-22 Depreciation, depletion and amortizationPrograms $9,160 · Management $1,655$10,815
IX-23 InsurancePrograms $5,825 · Management $1,745$7,570
IX-24 Other expenses (24a–d)Programs $70,579 · Management $1,349 · Fundraising $9,497$81,425
IX-24e All other expensesPrograms $7,602 · Management $923 · Fundraising $2,570$11,095
IX-25 Total functional expensesPrograms $255,042 · Management $77,429 · Fundraising $12,067$344,538
Part X · Balance sheet $42,573,548 assets, 13 lines filed
Asset lines not itemized here account for $147,534; see the IRS return.
X-2 Savings and temporary cash investmentsStart of year $281,571$537,124
X-3 Pledges and grants receivableStart of year $120,000$103,000
X-9 Prepaid expenses and deferred chargesStart of year $5,466$5,695
X-10c Land, buildings and equipment, netStart of year $36,956,231$37,538,910
X-11 Publicly traded securitiesStart of year $3,866,146$4,213,785
X-15 Other assetsStart of year $77,500$27,500
X-16 Total assetsStart of year $41,306,914$42,573,548
X-17 Accounts payable and accrued expensesStart of year $3,364$21,394
X-26 Total liabilitiesStart of year $327,051$232,959
X-27 Net assets without donor restrictionsStart of year $3,541,304$4,041,788
X-28 Net assets with donor restrictionsStart of year $37,438,559$38,298,801
X-32 Total net assets or fund balancesStart of year $40,979,863$42,340,589
X-33 Total liabilities and net assetsStart of year $41,306,914$42,573,548
Part XI · Reconciliation of net assets $42,340,589 net assets at year end
XI-1 Total revenue$2,366,467
XI-2 Total expenses$344,538
XI-3 Revenue less expenses$2,021,929
XI-4 Net assets at start of year$40,979,863
XI-5 Net unrealized gains (losses) on investments−$661,203
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$42,340,589

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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