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Somerset County Conservancy Charitable Trust FY2023 filing

Tax-deductible

Berlin, PA501(c)(3)Environment EIN 25-1752974Revenue $536K in FY2023

On file with the IRS9755 Glades Pike, 15530-5513 · Berlin, PATax-exempt since Sep 1995Publicly supported charity — 170(b)(1)(A)(vi)

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Preservation of natural resources

501(c)(3) charity; gifts are tax-deductible.
26¢ 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
4 of 5
filings with a surplus
Average surplus $116K a year · 54% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
26%
of spending
Concern: 26% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Cash reserves
2 mo
of spending, in cash
Plus $443K in investments, Pt X · Ln 11–13
Fine: 2.3 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $10K
Fine: 1 funder names it on their filings; under 3.
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
15
of 15 voting members
Looks good: 15 of 15 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$536K
+461% vs prior year
Spent
$280K
To programs
26%
Net assets
$1.2M
By yearFY2020–FY2024
Revenue
$536K
FY2023▲ +461%
Tap a bar for its year
Revenue by fiscal year
FY2020$57K
FY2021$247K
FY2022$96K
FY2023$536K
FY2024$128K
Expenses
$280K
FY2023▲ ×17
Tap a bar for its year
Expenses by fiscal year
FY2020$62K
FY2021$85K
FY2022$16K
FY2023$280K
FY2024$43K
Net assets
$1.2M
FY2023▲ +28%
Tap a bar for its year
Net assets by fiscal year
FY2020$692K
FY2021$854K
FY2022$933K
FY2023$1.2M
FY2024$1.3M

From the FY2023 Form 990 · see the original

990 PDF Claim
You’re viewing the FY2023 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 Sep 1995.

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

Where the money goes

26 cents of each dollar spent went to programs.

Program services 26% · $72K Management & general 3% · $7K Fundraising 72% · $201K

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

3 people listed on the 990.

Part VII, Section A · reportable compensation
Susan Moon
Secretarytreasurer
$0Pt VII · Sec A
Bob Hook
Vice President
$0Pt VII · Sec A
Jeffrey Payne
President
$0Pt VII · Sec A
See Somerset County Conservancy Charitable 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

Protects and conserves natural resources for future generations.

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Provided by the organization

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1 program · $72K · in their own filed words · FY2023
01

Preserving and improving natural resources in somerset county, which includes land and water resources, plant and animal life thereon, and unique scenic, natural and historical sites, kimberly run project and somerset lake.

$72Kprogram 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
The Pittsburgh FoundationFY2024$10K
Total grants receivedfrom 1 funder$10K

By the numbers

The FY2023 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$536K
Ln 12
Gifts and grantsLn 1h$277K
Other incomeLn 4–11$237K
Fees for servicesLn 2g$22K
Money outPt IX
$280K
Ln 25
Programscol B$72K
Managementcol C$7K
Fundraisingcol D$201K
Owns and owesPt X
$1.2M
net assets · Ln 32
Cash and savingsLn 1–2$53K
Total assetsLn 16$1.2M
LiabilitiesLn 26$0
PeoplePt VI, VII
3
listed · VII A
PaidVII A0
Voting boardVI 1a15
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$277K
Government grantsLn 1e$54K
Fundraising eventsLn 1c$211K
Fees for servicesLn 2g$22K
Investment incomeLn 3$76
Other incomeLn 4–11$237K
Total revenueLn 12$536K
Assets in detailPt X, end of year
CashLn 1$16K
SavingsLn 2$38K
Cash and savings togetherLn 1–2$53K
InvestmentsLn 11–13$443K
Land, buildings, equipmentLn 10c$693K
Total assetsLn 16$1.2M
LiabilitiesLn 26$0
Net assetsLn 32$1.2M
OperationsPt I, VI
EmployeesI 50
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$76K$53K
InvestmentsLn 11–13$358K$443K
Land, buildings, equipmentLn 10c$499K$693K
Total assetsLn 16$933K$1.2M
LiabilitiesLn 26$0$0
Net assetsLn 32$933K$1.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$275$275
Accounting feesLn 11c$560$560
Office expensesLn 13$4K$4K
OccupancyLn 16$780$780
Other expenses (24a–d)Ln 24$72K$72K$325
All other expensesLn 24e$202K$2K$201K
Total functional expensesLn 25$280K$72K$7K$201K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $128K$43K$85K$1.3M 990 PDF
FY2023 Viewing $536K$280K$257K$1.2M 990 PDF
FY2022 $96K$16K$79K$933K 990 PDF
FY2021 $247K$85K$162K$854K 990 PDF
FY2020 $57K$62K−$4K$692K 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 $536,445 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $68,593$277,170
I-9 Program service revenuePrior year $18,325$21,866
I-10 Investment incomePrior year $100$76
I-11 Other revenuePrior year $8,631$237,333
I-12 Total revenuePrior year $95,649$536,445
I-13 Grants and similar amounts paid$275
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $16,390$279,467
I-18 Total expensesPrior year $16,390$279,742
I-19 Revenue less expensesPrior year $79,259$256,703
Part VI · Governance 15 of 15 board members independent, 4 to look at
VI-1a Voting members of the governing body15
VI-1b Independent voting members15
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $536,445 across 8 lines filed
VIII-1b Membership dues$12,145
VIII-1c Fundraising events$211,025
VIII-1e Government grants$54,000
VIII-1h Total contributions, gifts and grants$277,170
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $21,866$21,866
VIII-3 Investment incomeRelated to mission $76$76
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $237,333$237,333
VIII-12 Total revenueRelated to mission $259,275 · Unrelated business $0 · Excluded from tax $0$536,445
Part IX · Statement of functional expenses $279,742 across 6 lines filed
IX-1 Grants to domestic organizationsPrograms $275$275
IX-11c Accounting feesManagement $560$560
IX-13 Office expensesManagement $3,603$3,603
IX-16 OccupancyManagement $780$780
IX-24 Other expenses (24a–d)Programs $71,837 · Management $325$72,162
IX-24e All other expensesManagement $1,775 · Fundraising $200,587$202,362
IX-25 Total functional expensesPrograms $72,112 · Management $7,043 · Fundraising $200,587$279,742
Part X · Balance sheet $1,190,047 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $3,572$15,764
X-2 Savings and temporary cash investmentsStart of year $72,461$37,701
X-10c Land, buildings and equipment, netStart of year $498,860$693,481
X-12 Other securitiesStart of year $358,451$443,101
X-16 Total assetsStart of year $933,344$1,190,047
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $933,344$1,190,047
X-32 Total net assets or fund balancesStart of year $933,344$1,190,047
X-33 Total liabilities and net assetsStart of year $933,344$1,190,047
Part XI · Reconciliation of net assets $1,190,047 net assets at year end
XI-1 Total revenue$536,445
XI-2 Total expenses$279,742
XI-3 Revenue less expenses$256,703
XI-4 Net assets at start of year$933,344
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,190,047

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

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