Harpeth Conservancy FY2021 filing

Tax-deductible

Brentwood, TN501(c)(3)EnvironmentEIN 62-1802858Revenue $644K in FY2021

On file with the IRSharpethconservancy.org215 Jamestown Park Ste 101, 37027-7500 · Brentwood, TNTax-exempt since Mar 2000Publicly supported charity — 170(b)(1)(A)(vi)

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To restore and protect clean water and healthy ecosystems for rivers in tennessee by employing scientific expertise and collaborative relationships to develop, promote, and support broad community stewardship and action.

501(c)(3) charity; gifts are tax-deductible.
83¢ of each $1 spent went to programs.
$131K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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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
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $285K a year · 23% 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
83%
of spending
Looks good: 83% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$131K
to officers and key staff · 26% of spending
Worth a look: pay to officers and key staff is 26% of spending; over 20%.
Pt VII · Sec A
Cash reserves
8 mo
of spending, in cash
Looks good: 8.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $12K
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$186K
51% of total assets
Fine: liabilities are 51% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
10
of 10 voting members
Looks good: 10 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$644K
Spent
$509K
To programs
83%
Net assets
$175K
By yearFY2021–FY2025
Revenue
$644K
FY2021
Tap a bar for its year
Revenue by fiscal year
FY2021$644K
FY2022$888K
FY2023$1.4M
FY2024$1.5M
FY2025$1.9M
Expenses
$509K
FY2021
Tap a bar for its year
Expenses by fiscal year
FY2021$509K
FY2022$809K
FY2023$1.1M
FY2024$1.3M
FY2025$1.2M
Net assets
$175K
FY2021
Tap a bar for its year
Net assets by fiscal year
FY2021$175K
FY2022$254K
FY2023$543K
FY2024$743K
FY2025$1.5M

From the FY2021 Form 990 (year ending March 2021) · 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 (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Mar 2000.

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

Where the money goes

83 cents of each dollar spent went to programs.

Program services 83% · $424K Management & general 5% · $27K Fundraising 11% · $57K

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

12 people listed on the 990; $131K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
President & CEO
$79,347Pt VII · Sec A
$52,031Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
Board Chair
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Dorene Bolze’s $149K as President is at the 63rd percentile of top reported officer pay among 1851 $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.

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021
Dorene Bolze$149,055$145,739$133,260$102,884$79,347
Grace Stranch$148,480$140,000$123,250$39,333—
James M Redwine———$47,424$52,031

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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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 15aYes

Programs and updates

Restores and protects Tennessee rivers' clean water and healthy ecosystems through science and community action.

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Provided by the organization

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3 programs · $424K · in their own filed words · FY2020
01

The clean water protection program advances the regulatory and policy solutions necessary to protect and improve water quality in tennessee. This program works to establish scientifically based policy that improves water quality, including water withdrawal permits that leave sufficient flow for wildlife, nutrient pollution limits that…

$212Kprogram expense
02

The watershed science & restoration program provides the scientific foundation for harpeth conservancy's work. Through a combination of expert-driven studies, citizen-science monitoring, and promoting a coordinated approach throughout the region, this program provides the data necessary to evaluate the biological and physical condition…

$127Kprogram expense
03

The outreach, education, & recreation program creates opportunities to foster awareness of issues affecting freshwater resources and appreciation for the incredible diversity of species found in the region.

$85Kprogram 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 · FY2025
Total grants receivedfrom 3 funders$12K
See all 3 funders →
Grants paid · 6 grants · $610K · 2021–2024
The Living LandFY2024$32,068
Friends of the Piney RiverFY2023$166,615
The Living LandFY2023$56,893
Friends of Lick CreekTN · FY2022$266,233
Mill Creek Watershed AssociationFY2022$13,938
Friends of Lick CreekTN · FY2021$74,492

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$644K
Ln 12
Gifts and grantsLn 1h$722K
Money outPt IX
$509K
Ln 25
Programscol B$424K
Managementcol C$27K
Fundraisingcol D$57K
Owns and owesPt X
$175K
net assets · Ln 32
Cash and savingsLn 1–2$346K
Total assetsLn 16$361K
LiabilitiesLn 26$186K
PeoplePt VI, VII
12
listed · VII A
PaidVII A2
Voting boardVI 1a10
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$722K
Government grantsLn 1e$86K
Noncash giftsLn 1g$54K
Fundraising eventsLn 1c$216K
Gains on assetsLn 7$0
Total revenueLn 12$644K
Assets in detailPt X, end of year
CashLn 1$346K
Cash and savings togetherLn 1–2$346K
InvestmentsLn 11–13$3K
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$361K
LiabilitiesLn 26$186K
Net assetsLn 32$175K
OperationsPt I, VI
EmployeesI 56
VolunteersI 6250
Fiscal year endsHeaderMarch
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
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$48K$346K
InvestmentsLn 11–13$1K$3K
Land, buildings, equipmentLn 10c$0$0
Total assetsLn 16$73K$361K
LiabilitiesLn 26$33K$186K
Net assetsLn 32$40K$175K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$173K$145K$5K$22K
Other salaries and wagesLn 7$193K$162K$6K$25K
Other employee benefitsLn 9$9K$7K$260$1K
Payroll taxesLn 10$18K$15K$546$2K
Accounting feesLn 11c$4K$4K
Other fees for servicesLn 11g$19K$17K$345$1K
OccupancyLn 16$36K$33K$1K$1K
TravelLn 17$2K$2K
InsuranceLn 23$6K$6K$260$260
Other expenses (24a–d)Ln 24$49K$37K$9K$3K
Total functional expensesLn 25$509K$424K$27K$57K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $1.9M$1.2M$765K$1.5M 990 PDF
FY2024 $1.5M$1.3M$178K$743K 990 PDF
FY2023 $1.4M$1.1M$271K$543K 990 PDF
FY2022 $888K$809K$78K$254K 990 PDF
FY2021 Viewing $644K$509K$135K$175K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (6 parts)
Part I · Summary $643,766 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $618,499$721,716
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $0$0
I-11 Other revenuePrior year −$100,607−$77,950
I-12 Total revenuePrior year $517,892$643,766
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 $380,247$392,790
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $123,363$115,736
I-18 Total expensesPrior year $503,610$508,526
I-19 Revenue less expensesPrior year $14,282$135,240
Part VI · Governance 10 of 10 board members independent, 1 to look at
VI-1a Voting members of the governing body10
VI-1b Independent voting members10
VI-13 Written whistleblower policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $643,766 across 9 lines filed
Lines not itemized here account for $1,482 of total revenue; see the IRS return.
VIII-1c Fundraising events$216,354
VIII-1e Government grants$85,642
VIII-1f All other contributions, gifts and grants$419,720
VIII-1g Noncash contributions (included above)$53,750
VIII-1h Total contributions, gifts and grants$721,716
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising eventsExcluded from tax −$79,744−$79,744
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $312$312
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax −$77,950$643,766
Part IX · Statement of functional expenses $508,526 across 10 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $145,102 · Management $5,182 · Fundraising $22,456$172,740
IX-7 Other salaries and wagesPrograms $162,285 · Management $5,796 · Fundraising $25,116$193,197
IX-9 Other employee benefitsPrograms $7,279 · Management $260 · Fundraising $1,127$8,666
IX-10 Payroll taxesPrograms $15,277 · Management $546 · Fundraising $2,364$18,187
IX-11c Accounting feesManagement $4,251$4,251
IX-11g Other fees for servicesPrograms $16,880 · Management $345 · Fundraising $1,491$18,716
IX-16 OccupancyPrograms $33,085 · Management $1,484 · Fundraising $1,484$36,053
IX-17 TravelPrograms $1,750$1,750
IX-23 InsurancePrograms $5,677 · Management $260 · Fundraising $260$6,197
IX-24 Other expenses (24a–d)Programs $36,930 · Management $8,763 · Fundraising $3,076$48,769
IX-25 Total functional expensesPrograms $424,265 · Management $26,887 · Fundraising $57,374$508,526
Part X · Balance sheet $361,257 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $47,995$345,711
X-4 Accounts receivableStart of year $17,391$3,831
X-8 Inventories for sale or useStart of year $2,243$3,213
X-9 Prepaid expenses and deferred chargesStart of year $4,369$5,330
X-10c Land, buildings and equipment, netStart of year $0$0
X-11 Publicly traded securitiesStart of year $1,204$3,172
X-16 Total assetsStart of year $73,202$361,257
X-17 Accounts payable and accrued expensesStart of year $10,712$19,621
X-25 Other liabilitiesStart of year $1,017$166,423
X-26 Total liabilitiesStart of year $33,229$186,044
X-27 Net assets without donor restrictionsStart of year $13,753$151,463
X-28 Net assets with donor restrictionsStart of year $26,220$23,750
X-32 Total net assets or fund balancesStart of year $39,973$175,213
X-33 Total liabilities and net assetsStart of year $73,202$361,257
Part XI · Reconciliation of net assets $175,213 net assets at year end
XI-1 Total revenue$643,766
XI-2 Total expenses$508,526
XI-3 Revenue less expenses$135,240
XI-4 Net assets at start of year$39,973
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$175,213

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

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