Philander Chase Conservancy EIN 31-1711213

Philander Chase Conservancy FY2020 filing

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Preserves local farms, woodlands, waters, and open spaces to protect rural character. For fiscal year 2020 it reported $1.0M in revenue, $451K in expenses, and $3.0M in net assets.Pt I

Founded
2000
Type
Supporting organization · Education
Location
Gambier, OH
Website
kenyon.edu/philander-chase-conservancy
Filings
5 on file (2020–2020)
Revenue
$1.0MFY2020
Expenses
$451K
Net assets
$3.0M
People
20
Filings
5
Updates
0
More identity details & actions ⌄
EIN  31-1711213 Supporting organization Gambier, OH Founded 2000
Form 990 (PDF)
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →
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Size
$100K–1M
What they do
Preserves local farms, woodlands, waters, and open spaces to protect rural character.
Leadership
Lisa Schott · Managing Director · $111K
Money in and out
$1.0M revenue, $451K expenses
Bottom line
+56% net inflow
Money in and out · FY2020
Total revenue
$1.0M
Pt VIII · Ln 12
Total expenses
$451K
Pt IX · Ln 25
Net assets
$3.0M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $580K
Where spending went · Part IX cols B–D
Program services $0.97 Management & general $0.02 Fundraising $0.02
Net inflow
+56%
revenue over expenses, this year
Pass-through gifts
83%
of revenue from contributions
Program spending
97%
of expenses reach stated programs

Summary of the Filing

Part I · fiscal year 2020 · Form 990
Revenue
$1.0M
FY2020
Expenses
$451K
FY2020
Total assets
$3.0M
FY2020
Total liabilities
$19K
FY2020
Total revenue
$1.0M
Pt VIII · Ln 12
Total expenses
$451K
Pt IX · Ln 25
Net assets
$3.0M
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$580K
Total assetsPt X · Ln 16$3.0M
Program-expense ratioPt IX · col B97%
Voting members of governing bodyPt I · Ln 317
Independent voting membersPt I · Ln 416
Mission & Programs · Part III

Where the work happens

1 program service account for $436K of program spending, described in the organization's own filed words · FY2019.
01

The philander chase conservancy works to preserve natural lands and other lands of environmental, historic, or cultural importance in the environs of kenyon college and works to establish cooperative relationships with other private organizations and government agencies sharing common goals.

$436Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CPhilander Chase Conservancy
EINHdr · item D31-1711213
Principal addressHdr · item CGambier, OH
Year of formationHdr · item L2000
State of legal domicileHdr · item MOH
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFEducation (B194)
Ruling yearIRS BMFAug 2000

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a17
Independent voting membersPt VI · Ln 1b16
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Managing Director
$111,434Pt VII · Sec A
Secretary
$36,403Pt VII · Sec A
$0Pt VII · Sec A
Trustee
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Amy Henricksen’s $93K as Director is at the 80th percentile of top reported officer pay among 1616 $100K–1M education 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.

Compensation history total reportable pay by year · 4 named individuals · Part VII

NameFY2024FY2024FY2023FY2022FY2021FY2020
Khara Strum$33,889$113,057$65,083
Lisa Schott$95,955$95,611$111,434
Amy Henricksen$93,329
Jill Shriver$43,112$43,277$39,971$36,829$36,463$36,403

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Statement of Revenue

Part VIII
Contributions & grants$861K · 83%
Investment income$142K · 14%
Program service revenue$27K · 3%
Contributions & grants83%$861K
Investment income14%$142K
Program service revenue3%$27K
Other revenue$955
Total revenueLn 12$1.0M

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.97 Management & general $0.02 Fundraising $0.02
Program services97%$436K
Management & general2%$7K
Fundraising2%$7K
Total functional expensesLn 25$451K

Balance Sheet

Part X · end of year
CashLn 1$957K
Total assetsLn 16$3.0M
Total liabilitiesLn 26$19K
Total net assetsLn 32$3.0M
Months of cash on handcomputed25.5

Financial Metrics

Form 990 · FY2020 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $1.2M · Operating expenses (Pt IX) $451K · Less non-cash grants $1 · Cash operating expenses/yr $451K
30.9 months
Where the money goes
Program services
Program services $436K · Total expenses $451K
97%
Management & General
Management & general $7K · Total expenses $451K
2%
Fundraising
Fundraising $7K · Total expenses $451K
2%
Cost to raise $1
Fundraising expense $7K · Solicited contributions $861K
$0.01 to raise $1
Where the money comes from
Contribution dependence
Contributions & grants $861K · Total revenue $1.0M
83%
Government reliance
Government grants — · Total revenue $1.0M
Earned-income share
Program service revenue $27K · Total revenue $1.0M
3%
Investment reliance
Investment income $142K · Total revenue $1.0M
+14%
Program self-sufficiency
Program service revenue $27K · Total expenses $451K
6%
Growth & trend
Revenue growth (YoY)
This year $1.0M · Prior year —
No prior year on file
Net-asset trend (YoY)
End of year $3.0M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $1.0M · Expenses $451K
+56%
Liabilities-to-Assets
Total liabilities — · Total assets $3.0M
Net-asset ratio
Net assets $3.0M · Total assets $3.0M
99%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $204K · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $3.0M
7%
People & payroll
Highest Reported Total Compensation
Individual Lisa Schott · Reported title MANAGING DIRECTOR · Highest reported compensation $111K · Total expenses $451K
25%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $280K · Total expenses $451K
62%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 97%
Overhead ratio 2%
Fundraising cost ratio 0.9%
Legal fee ratio 7%
Accounting fee ratio 0.4%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · funders on record
Grants received · FY2023
Total grants receivedfrom 2 funders$51K

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024$2.2M revenue · ⤓ 990 PDF
FY2023$649K revenue · ⤓ 990 PDF
FY2022$756K revenue · ⤓ 990 PDF
FY2021$1.3M revenue · ⤓ 990 PDF
FY2020$1.0M revenue · viewing · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2020IRS
Classification, formation year, addressIRS Business Master File
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