Catawba Lands Conservancy

EIN: 581969605 501(c)(3) Environment

Charlotte, NC

Total Revenue
$5,758,196
Total Expenses
$5,361,931
Total Assets
$51,106,401
Net Assets
$50,355,288
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Financial Trends

Organization Details

Formation Year
1991
Legal Domicile
NC
Principal Officer
Charles B Landess
Phone
7043423330
Tax Period
2023-01-01 to 2023-12-31

Catawba Lands Conservancy, founded in 1991, is a community nonprofit in the Environment sector that reported $5.8M in total revenue in fiscal year 2023. Revenue surged 53% from the prior year, signaling strong growth momentum. Expenses of $5.4M left a modest 7% surplus.

Mission

As a nationally accredited land trust, we conserve and manage land for public benefit in North Carolinas Southern Piedmont. We have conserved 235 properties, totaling 17,786 acres of land. We also facilitate the creation of 1600 mile network of greenways, trails and blueways.

Program Service Accomplishments

Program 1
Expenses: $3,257,184

Land Stewardship: The Conservancy intentionally stewards its conservation assets. Staff monitors activities on fee owned land through site visits. Current conditions are evaluated against the...

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Land Stewardship: The Conservancy intentionally stewards its conservation assets. Staff monitors activities on fee owned land through site visits. Current conditions are evaluated against the reference conditions established by the Baseline Documentation Report. Photographs may be taken and a monitoring report is generated and archived or the site visit is documented on a site visit report. As part of perpetual due diligence, the Conservancy ensures the plant, wildlife, and other conservation values remain undisturbed and protected. Where appropriate on fee owned property, the Conservancy provides public access opportunities, including both blueways and hiking trails, independently and through Carolina Thread Trail. Facilities for public access include a canoe/kayak launch (Spencer Mt. River Access and Pharr Family Preserve access), the Adam Springs Portage Trail, and canoe/kayak take-out (R.Y. McAden Access); and natural surface or paved hiking trails at the South Fork Trail, South Fork Rail Trail, Long Creek Preserve, Seven Oaks Preserve, Pharr Family Preserve, Buffalo Creek Preserve, Sallys Y Preserve, Catawba Springs Preserve, Girl Scouts, and Eastover Ridge Preserve. The Conservancy also monitors conservation easements using the same protocols as fee owned land. On private property protected by conservation easements, the Conservancy works with willing land owners to further enhance the conservation values already protected.

Program 2
Expenses: $1,419,581

The Carolina Thread Trail is an initiative to develop a regional network of greenways, trails and blueways (river paddling trails) that covers 1,600 miles and reaches 15 counties in both North and...

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The Carolina Thread Trail is an initiative to develop a regional network of greenways, trails and blueways (river paddling trails) that covers 1,600 miles and reaches 15 counties in both North and South Carolina,centered on the Greater Charlotte metropolitan area. It is a unique collaboration that will connect communities and conserved land via a network of trails developed through the implementation of locally adopted trail master plans. The development of the network is predicated on cultivating partnerships with a variety of entities such as local governments, other non-profits and foundations, and private landowners.This long-term project will permanently protect the region's history, natural beauty, and social diversity, while conserving local lands and fostering free and equitable accessibility for residents and visitors. This includes enhancing bicycle and pedestrian transportation as a viable and convenient choice. The Thread Trail will connect more than 2.5 million citizens in North and South Carolina. It will connect points of regional and local significance. It provides multiple public benefits including economic development, conservation of land, enhancement of water quality, cleaner air, non-motorized transportation, and healthy recreation activities. At the end of 2023, there were 1,630 planned trail miles, of which approximately 420 trail miles and 70 designated blueway miles are complete.Previously, Carolina Thread Trail was a separate corporation that was a supporting organization of Foundation for the Carolinas. As of December 31, 2022, Catawba Lands Conservancy and Carolina Thread Trail merged. The merger eliminated the separate corporate entity for Carolina Thread Trail but otherwise did not affect its goals, objectives, personnel or plans.

Program 3
Expenses: $225,845

Land Acquisition: Catawba Lands Conservancy (Conservancy) protected six (6) new properties in 2023, totaling 203 acres in four (4) counties. The Conservancy works with willing landowners and...

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Land Acquisition: Catawba Lands Conservancy (Conservancy) protected six (6) new properties in 2023, totaling 203 acres in four (4) counties. The Conservancy works with willing landowners and communities to conserve land in perpetuity by placing voluntary conservation easements on land, accepting donations of land, and occasionally purchasing land. CLC serves a seven-county region in North Carolina that includes: Catawba, Gaston, Iredell, Lincoln, Mecklenburg, Union, and parts of Cabarrus counties. Our conservation efforts focus on four areas: local farms, wildlife/plant habitat, water quality and connecting people to nature. Additionally, many of our properties have important species and habitat that the state of North Carolina designated as Natural Heritage Areas. Further, some of the properties provide critical habitat for state or federally listed threatened or endangered plants or animals.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $5,233,933
Program Service Revenue $142,480
Investment Income $341,410
Other Revenue $40,373
TOTAL REVENUE $5,758,196

Expense Breakdown

Grants Paid $162,375
Salaries & Benefits $1,568,675
Fundraising Expenses $235,429
Program Expenses $4,946,832
Other Expenses $3,630,881
TOTAL EXPENSES $5,361,931

Year-over-Year Comparison

2023 2022 Change
Revenue $5,758,196 $3,775,151 +0.5%
Expenses $5,361,931 $3,573,737 +0.5%
Net Income $396,265 $201,414 +1.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
27
Independent Members
27
Employees
23
Volunteers
267

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
13
$188,230
Total Directors
27
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Bart Landess Executive Dir. 50.00
Officer
$178,564 $9,666 $188,230
Nathan Clark Board Member 3.00
Director
$0 $0 $0
Steve Scruggs Board Member 2.00
Director
$0 $0 $0
Dave Priester Board Member 2.00
Director
$0 $0 $0
May Barger Board Member 2.00
Director
$0 $0 $0
Allan Baucom Board Member 2.00
Director
$0 $0 $0
Bill Carstarphen Executive Comm. 3.00
Officer Director
$0 $0 $0
Leslie Johnson Vice Chair 3.00
Officer Director
$0 $0 $0
Lat Purser Board Member 3.00
Director
$0 $0 $0
Phil Kuttner Board Member 2.00
Officer Director
$0 $0 $0
Chris Walker Secretary 2.00
Officer Director
$0 $0 $0
Jarred Cochran Chairman 4.00
Officer Director
$0 $0 $0
Shawn Wilkerson Board Member 2.00
Director
$0 $0 $0
Compie Newman Board Member 2.00
Director
$0 $0 $0
Chris Thomas Board Member 2.00
Director
$0 $0 $0
Kacey Thompson Board Member 2.00
Director
$0 $0 $0
Tom Gates Chairman 4.00
Officer Director
$0 $0 $0
Len Botkin Executive Comm. 2.00
Officer Director
$0 $0 $0
Janet Hanson Board Member 2.00
Director
$0 $0 $0
Michael Lucente Treasurer 2.00
Officer Director
$0 $0 $0
Lisa Phocas Board Member 3.00
Officer Director
$0 $0 $0
Tommy Lee Board Member 3.00
Officer Director
$0 $0 $0
Blair Boggs Executive Comm. 3.00
Officer Director
$0 $0 $0
William Blair Board Member 2.00
Director
$0 $0 $0
Delane Clark Board Member 2.00
Director
$0 $0 $0
Jennifer DeWitt Board Member 2.00
Director
$0 $0 $0
Jon Morris Board Member 2.00
Director
$0 $0 $0
Harris Morrison Board Member 3.00
Officer Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 No data No data No data No data
2023 $5,758,196 $5,361,931 $51,106,401 $396,265
2022 $3,775,151 $3,573,737 $50,205,435 $201,414
2022 No data No data No data No data
2021 $8,032,121 $2,781,754 $41,867,987 $5,250,367
2020 $9,841,591 $3,329,320 $36,671,486 $6,512,271
2020 $9,841,591 $3,329,320 $36,671,486 $6,512,271
2019 $2,512,846 $2,148,122 $29,422,274 $364,724
2018 $6,220,332 $5,690,893 $28,437,538 $529,439
2017 $4,901,209 $4,152,623 $28,189,355 $748,586
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