2024-02-06T16:08:35-06:00 2023-03-31 620788068 PURYEAR & NOONAN CPAS 40 BURTON HILLS BLVD STE 170 NASHVILLE TN 37215 990 2022-04-01 621802858 HARPETH CONSERVANCY HARP 6157909767 215 JAMESTOWN PARK BRENTWOOD TN 37027 GRACE STRANCH CEO 6157909767 2024-01-22 1 GRACE STRANCH 999009999 0 X MARILYN PLACE EA P01360716 6152960500 2024-01-22 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X GRACE STRANCH 215 JAMESTOWN PARK BRENTWOOD TN 37027 1722538 0 X WWW.HARPETHCONSERVANCY.ORG X 1999 TN 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. 13 13 8 260 0 0 1040743 1556474 2951 8556 159 4721 -156349 -191068 887504 1378683 79187 284201 0 0 529847 669156 0 0 88880 200112 154405 809146 1107762 78358 270921 492868 728788 239297 186021 253571 542767 X 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. 0 0 260577 17968 282 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 OF OUR RIVERS AND STREAMS. OUR SCIENTIFIC WORK BECOMES THE BASIS OF CONSERVATION PLANNING, INFORMING THE AREAS AND APPROACHES WHERE WE CAN MAXIMIZE IMPACT. PART OF THAT IMPACT COMES THROUGH IMPLEMENTING ON-THE-GROUND PROJECTS TO IMPROVE WATER QUALITY AND RESTORE WILDLIFE HABITAT. FROM LARGE-SCALE DAM REMOVAL AND GREEN INFRASTRUCTURE PROJECTS TO VOLUNTEER DRIVEN RIPARIAN REFORESTATION, WE WORK WITH STATE AGENCIES, CITIES, FARMERS, AND COMMUNITY LEADERS TO BUILD A MULTIFACETED APPROACH TO RESTORING NATURAL RIVER FLOWS, REDUCING EROSION, AND LIMITING POLLUTION ENTERING OUR WATERWAYS. 482603 266233 8274 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 RESTORE NATURAL WATER CHEMISTRY, AND STORMWATER REGULATIONS THAT REDUCE EROSION. WE ARE ACTIVELY PURSUING AND DEFENDING REGULATORY SYSTEMS THAT PROTECT THE HEALTH OF HUMANS AND WILDLIFE BY WORKING WITH STATE AGENCIES AND LOCAL GOVERNMENTS, ORGANIZING STATEWIDE COALITIONS, AND BUILDING LOCAL CITIZEN ENGAGEMENT. THE EFFORT TO SET LIMITS ON THE AMOUNT OF NUTRIENT POLLUTION ENTERING THE HARPETH IS THE MOST ADVANCED IN THE STATE, AND WE STRIVE TO MAKE THIS A MODEL FOR RIVERS THROUGHOUT THE SOUTHEASTERN US. 247726 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. THIS PROGRAM WORKS WITH CIVIC ORGANIZATIONS, COMMUNITY GROUPS, AND INDIVIDUALS TO BUILD THE LOCAL SUPPORT AND INVOLVEMENT NECESSARY TO ACHIEVE OUR MISSION OF PROTECTING RIVERS AND CLEAN WATER. THROUGH EDUCATIONAL EVENTS WITH LOCAL YOUTH PROGRAMS, AWARENESS CAMPAIGNS, AND PROVIDING INFORMATION ON WAYS INDIVIDUALS CAN HELP, WE HOPE TO INSPIRE PERSONAL ACTIVISM AND DEVELOP COMMUNITY LEADERS. WE VIEW RECREATION AS AN AVENUE TO BUILDING STRONG ENVIRONMENTAL STEWARDS, AND WORK TO PROMOTE ACCESS TO RIVERS BY DEVELOPING BLUEWAYS AND PARTNERING WITH LOCAL OUTFITTERS TO DEMONSTRATE RESPONSIBLE USE OF OUR RESOURCES. 990906 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 3 0 1 8 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 1 1 0 0 TN X X THE ORGANIZATION 6157909767 215 JAMESTOWN PARK BRENTWOOD TN 37027 CHRISTIAN CURREY VICE CHAIR 1.00 X X 0 0 0 DEEDEE WADE DIRECTOR 1.00 X 0 0 0 KEVIN DAVIS SECRETARY 1.00 X X 0 0 0 JOHNATHAN FISHER DIRECTOR 1.00 X 0 0 0 JARED KING TREASURER 1.00 X X 0 0 0 COURTNEY LAGINESS BOARD CHAIR 1.00 X X 0 0 0 KIMBERLY SHARP DIRECTOR 1.00 X 0 0 0 MATT DOBSON DIRECTOR 1.00 X 0 0 0 DREW POWELL DIRECTOR 1.00 X 0 0 0 CHAD BOTTORFF DIRECTOR 1.00 X 0 0 0 LAYTON MENG DIRECTOR 1.00 X 0 0 0 BEN WHEELER DIRECTOR 1.00 X 0 0 0 FERNANDO SILVA DIRECTOR 1.00 X 0 0 0 DORENE BOLZE PRESIDENT & CEO 40.00 X 133260 0 11950 GRACE STRANCH VP & COO 40.00 X 123250 0 3750 256510 0 15700 2 0 0 0 0 432798 2500 1121176 70945 1556474 FISCAL SPONSORSHIP 900099 8556 8556 8556 5414 5414 133291 133984 -693 -693 -693 17500 432798 209871 -192371 -192371 1303 0 1303 1303 1378683 8556 0 -186347 284201 284201 290700 250002 2907 37791 313165 269322 3132 40711 21153 18191 212 2750 44138 37958 442 5738 4250 4250 29498 22323 7175 36609 33681 1464 1464 9142 9142 1296 1296 9022 8170 426 426 SUPPLIES 37132 36413 719 DUES & SUBSCRIPTIONS 27456 20207 7249 1107762 990906 27976 88880 210817 185592 3000 3501 7670 4015 5630 5379 3836 1416 0 2712 1416 266444 521644 492868 728788 73346 7233 15000 31365 150951 147423 239297 186021 X 177300 521650 76271 21117 253571 542767 492868 728788 270921 18275 0 X 0 1 X 1 0 X 514278 618499 721716 1040743 1556474 4451710 514278 618499 721716 1040743 1556474 4451710 337913 4113797 17 2246 5414 7677 1841 37 1482 1985 1304 6649 4466036 16507 0.92110 0.92270 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 0 0 0 0 0 SCHEDULE C, PART II-B, LINE 1 STAFF ENGAGED IN LOBBYING ON A VERY LIMITED BASIS (4.1 HOURS FOR THE REPORTING PERIOD) TO PROVIDE INFORMATION FOR PROPOSED LEGISLATION THAT WOULD DIRECTLY EFFECT THE MISSION OF THE ORGANIZATION. 1416 1416 1416 SBA LOAN 147423 147423 X 1396958 18275 18275 1378683 0 1378683 1107762 0 1107762 0 1107762 PART X, LINE 2: THE ORGANIZATION FOLLOWS FASB 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, AS IT RELATES TO UNCERTAIN TAX POSITIONS. FOR ALL TAX POSITIONS TAKEN BY THE ORGANIZATION, MANAGEMENT BELIEVES IT IS CLEAR THAT THE LIKELIHOOD IS GREATER THAN 50% THAT THE FULL AMOUNT OF THE TAX POSITION TAKEN WILL BE ULTIMATELY REALIZED. THEREFORE, MANAGEMENT BELIEVES THAT NO LIABILITY FOR UNRECOGNIZED TAX BENEFITS SHOULD BE RECORDED RELATED TO UNCERTAIN TAX POSITIONS TAKEN ON RETURNS FOR THE THREE MOST RECENT YEARS FILED, OR EXPECTED TO BE TAKEN IN THE ORGANIZATION'S CURRENT YEAR TAX RETURN. THE ORGANIZATION IDENTIFIES ITS MAJOR TAX JURISDICTIONS AS THE U.S. FEDERAL AND THE STATE OF TENNESSEE. HOWEVER, THE ORGANIZATION IS NOT CURRENTLY UNDER AUDIT NOR HAS THE ORGANIZATION BEEN CONTACTED BY EITHER OF THESE JURISDICTIONS. AS OF MARCH 31, 2023, THE ORGANIZATION HAS ACCRUED NO INTEREST AND NO PENALTIES RELATED TO UNCERTAIN TAX POSITIONS. RIVER SWING 435298 417798 17500 69801 55149 28237 5060 30518 LIFETIME DONOR EVENT 15000 15000 12697 1000 50 7359 450298 432798 17500 69801 67846 29237 5110 37877 209871 -192371 0 FRIENDS OF LICK CREEK 215 JAMESTOWN PARK BRENTWOOD TN 37027 881372861 266233 0 HARPETH CONSERVANCY IS THE FISCAL SPONSOR TO FRIENDS OF LICK CREEK MILL CREEK WATERSHED ASSOCIATION 215 JAMESTOWN PARK BRENTWOOD TN 37027 372039812 13938 0 HARPETH CONSERVANCY IS THE FISCAL SPONSOR TO MILL CREEK WATERSHED ASSOCIATION. SCH I, PART II, LINE 2 THE ORGANIZATION ACTS AS A FISCAL SPONSOR FOR FRIENDS OF LICK CREEK, THEREBY COLLECTING DONATIONS/GRANTS DESIGNATED FOR THE ORGANIZATION. THE ORGANIZATION ALSO PAYS EXPENSES ON BEHALF OF THIS ORGANIZATION BASED ON THEIR GUIDANCE. SCH I, PART II, LINE 3 THE ORGANIZATION ACTS AS A FISCAL SPONSOR FOR MILL CREEK WATERSHED ASSOCIATION, THEREBY COLLECTING DONATIONS/GRANTS DESIGNATED FOR THE ORGANIZATION. THE ORGANIZATION ALSO PAYS EXPENSES ON BEHALF OF THIS ORGANIZATION BASED ON THEIR GUIDANCE. X 1 1144 X AUCTION ITEMS 29 69801 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B ORGANIZATION'S PROCESS TO REVIEW FORM 990 THE DRAFT OF THE 990 IS REVIEWED BY THE FINANCIAL ADMINISTRATION STAFF TEAM AND SENT TO THE BOARD OF DIRECTORS' FINANCE COMMITTEE FOR REVIEW BEFORE SUBMITTAL TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C HARPETH CONSERVANCY'S BY-LAWS, SECTION III.F. SPECIFY THE PROCESS THE BOARD OF DIRECTORS FOLLOWS TO REVIEW POTENTIAL CONFLICTS OF INTEREST WITH MEMBERS OF THE BOARD. HARPETH CONSERVANCY ALSO HAS A CONFLICT OF INTEREST POLICY IN ITS PERSONNEL HANDBOOK AND A CONFLICT OF INTEREST POLICY FORM THAT ALL INCOMING STAFF MUST REVIEW AND SIGN INDICATING THAT THEY UNDERSTAND THE ORGANIZATION'S INTERNAL CONFLICT OF INTEREST POLICY FOR STAFF. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION PROCESS FOR THE PRESIDENT/CEO AND VICE-PRESIDENT/COO AND ALL FULL-TIME EMPLOYEES ARE REVIEWED ANNUALLY. SUPERVISORS REVIEW STAFF THEY MANAGE. A 2% COLA IS NOW BUILT INTO THE ANNUAL BUDGET FOR ALL STAFF WITH REVIEW AND APPROVAL FROM THE BOARD FINANCE COMMITTEE AT THE BEGINNING OF THE NEW FISCAL YEAR. FOR THE PRESIDENT/CEO AND VICE-PRESIDENT/COO, THE BOARD'S GOVERNANCE COMMITTEE MANAGES AN ANNUAL REVIEW PROCESS. THE PROCESS ALSO INCLUDES A COMPARISON OF COMPARABLE SALARIES IN THE REGION AND NATIONWIDE. SALARY INCREASES BEYOND THE COLA FOR THE CEO AND COO ARE REVIEWED BY THE FINANCE COMMITTEE BEFORE REVIEW AND APPROVAL FROM THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE GENERAL PUBLIC THROUGH THE ORGANIZATION'S WEBSITE, PUBLIC WEBSITES SUCH AS GUIDESTAR AND GIVING MATTERS AND THE DOCUMENTS ARE AVAILABLE UPON REQUEST.