Caledonia Conservancy Ltd EIN 39-1822368 Form 990 (PDF) Claim this org

Caledonia Conservancy Ltd FY2022 filing

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Preserves the rural character of Caledonia, Wisconsin. For fiscal year 2022 it reported $143K in revenue, $83K in expenses, and $2.8M in net assets.Pt I

Type
Public foundation / grantmaker · Foundations & Grantmakers
Location
Racine, WI
Website
www.caledoniaconservancy.org
Filings
5 on file (2020–2022)
Revenue
$143KFY2022
Expenses
$83K
Net assets
$2.8M
People
11
Filings
5
Updates
0
More identity details & actions ⌄
EIN  39-1822368 Public foundation / grantmaker Racine, WI
Form 990 (PDF)
You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2024) →
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Size
$100K–1M
What they do
Preserves the rural character of Caledonia, Wisconsin.
Leadership
Kjell Erlandsson · President
Money in and out
$143K revenue, $83K expenses
Bottom line
34% program efficiency
Grants paid & assets · FY2022
Total revenue
$143K
Pt VIII · Ln 12
Total expenses
$83K
Pt IX · Ln 25
Net assets
$2.8M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $60K
Where spending went · Part IX cols B–D
Program services $0.34 Management & general $0.49 Fundraising $0.17
Program efficiency
34%
of spending reaches programs
Operating runway
52.0mo
months of highly liquid reserves at operating expense rate
Surplus margin
+42%
revenue over expenses, this year

Summary of the Filing

Part I · fiscal year 2022 · Form 990
Revenue
$143K
FY2022▲ +36%
Expenses
$83K
FY2022▲ +6%
Total assets
$2.8M
FY2022▲ +2%
Total liabilities
$0
FY2022
Total revenue
$143K
Pt VIII · Ln 12
Total expenses
$83K
Pt IX · Ln 25
Net assets
$2.8M
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$60K
Total assetsPt X · Ln 16$2.8M
Program-expense ratioPt IX · col B34%
Voting members of governing bodyPt I · Ln 311
Independent voting membersPt I · Ln 411

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CCaledonia Conservancy Ltd
EINHdr · item D39-1822368
Principal addressHdr · item CRacine, WI
WebsiteHdr · item Jwww.caledoniaconservancy.org
Year of formationHdr · item Lpending
State of legal domicileHdr · item MWI
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFFoundations & Grantmakers (T70)
Ruling yearIRS BMFOct 1996

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a11
Independent voting membersPt VI · Ln 1b11
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
$0Pt VII · Sec A
Vice Preside
$0Pt VII · Sec A
$0Pt VII · Sec A
Past Preside
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Suzi Zierten’s $40K as Executive Director is at the 36th percentile of top reported officer pay among 1263 $100K–1M philanthropy & grantmaking 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 · 2 named individuals · Part VII

NameFY2024FY2020
Suzi Zierten$39,984
Suzi Zierten$35,700

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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Mission & Programs · Part III

Where the work happens

3 program services account for $28K of program spending, described in the organization's own filed words · FY2022.
01

To build and maintain a series of trails for public recreation, specifically for equestrian, hiking, crosscountry skiing, and similiar passive recreational activities.

$19Kprogram expense
02

To preserve open green space, including wetlands, by means of land acquisition through conservation or trail easements, or acquisition of fee simple lands

$8Kprogram expense
03

To educate the community about the importance of protecting our green space and the ways that they can help to protect it.

$641program expense

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Statement of Revenue

Part VIII
Contributions & grants$136K · 95%
Other revenue$7K · 5%
Contributions & grants95%$136K
Other revenue5%$7K
— government grantsLn 1e$49K
Total revenueLn 12$143K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.34 Management & general $0.49 Fundraising $0.17
Program services34%$28K
Management & general49%$41K
Fundraising17%$14K
Total functional expensesLn 25$83K

Balance Sheet

Part X · end of year
CashLn 1$224K
Total assetsLn 16$2.8M
Total liabilitiesLn 26$0
Total net assetsLn 32$2.8M
Months of cash on handcomputed32.5

Financial Metrics

Form 990 · FY2022 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $340K · Operating expenses (Pt IX) $83K · Less non-cash grants $4K · Cash operating expenses/yr $79K
52.0 months
Where the money goes
Program services
Program services $28K · Total expenses $83K
34%
Management & General
Management & general $41K · Total expenses $83K
49%
Fundraising
Fundraising $14K · Total expenses $83K
17%
Cost to raise $1
Fundraising expense (3-yr avg) $5K · Solicited contributions (3-yr avg) $75K
$0.06 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $136K · Total revenue $143K
95%
Government reliance
Government grants $49K · Total revenue $143K
34%
Earned-income share
Program service revenue $0 · Total revenue $143K
0%
Investment reliance
Investment income $-11K · Total revenue $143K
-8%
Program self-sufficiency
Program service revenue $0 · Total expenses $83K
0%
Growth & trend
Revenue growth (YoY)
This year $143K · Prior year $105K
+36%
Net-asset trend (YoY)
End of year $2.8M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $143K · Expenses $83K
+42%
Liabilities-to-Assets
Total liabilities — · Total assets $2.8M
Net-asset ratio
Net assets $2.8M · Total assets $2.8M
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $116K · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $2.8M
4%
People & payroll
Highest Reported Total Compensation
Individual Kjell Erlandsson · Reported title PRESIDENT · Highest reported compensation $0 · Total expenses $83K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $38K · Total expenses $83K
46%
Peer comparison

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

MetricThis orgPeer medianPercentile
Program ratio 34%
Overhead ratio 49%
Fundraising cost ratio 10%
Revenue growth 36%
Accounting fee ratio 10%

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 · FY2025
Total grants receivedfrom 1 funder$8K

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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 (Latest)$141K revenue · ⤓ 990 PDF
FY2023$101K revenue · ⤓ 990 PDF
FY2022$143K revenue · viewing · ⤓ 990 PDF
FY2021$105K revenue · ⤓ 990 PDF
FY2020$111K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2022IRS
Classification, formation year, addressIRS Business Master File
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