2024-05-08T13:55:28-05:00 2023-06-30 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2022-07-01 391452825 GROUNDSWELL CONSERVANCY INC GROU 6082589797 211 S PATERSON STREET 250 MADISON WI 53703 ANGELA WEST BLANK EXECUTIVE DIRECTOR 6082589797 2024-05-07 1 ANGELA WEST BLANK 999009999 0 BRUCE MAYER CPA P00187180 6082744020 2024-05-06 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X ANGELA WEST BLANK 211 S PATERSON STREET 250 MADISON WI 53703 2850078 0 X GROUNDSWELLCONSERVANCY.ORG X 1983 WI WE PROTECT SPECIAL PLACES, FOREVER. 12 12 11 143 0 0 2706312 2668347 74424 10512 415408 8135 4594 2106 3200738 2689100 421225 1043675 0 0 453577 549367 0 0 183818 792881 829525 1667683 2422567 1533055 266533 10038713 10661241 99723 358410 9938990 10302831 X WE PROTECT SPECIAL PLACES, FOREVER. 0 0 2139031 1043675 10512 CONSERVATION, OUTREACH AND EDUCATION: THIS YEAR GROUNDSWELL CONSERVANCY CELEBRATED 40 YEARS OF HELPING CONSERVATION-MINDED COMMUNITIES AND LANDOWNERS PROTECT SPECIAL PLACES IN SOUTH-CENTRAL WISCONSIN.GROUNDSWELL PURCHASED 34 ACRES OF WETLAND HABITAT WITHIN THE LOWER MUD LAKE NATURAL RESOURCE AREA IN THE TOWN OF DUNN. FUNDING TO PURCHASE THE LAND CAME FROM WISCONSIN DNR'S KNOWLES-NELSON STEWARDSHIP PROGRAM AND A U.S. FISH AND WILDLIFE NORTH AMERICAN WETLANDS CONSERVATION ACT GRANT ADMINISTERED BY DUCKS UNLIMITED. LATER IN THE YEAR, WE PURCHASED AN ADDITIONAL 40 ACRES OF WETLAND HABITAT WITHIN THE LOWER MUD LAKE NATURAL RESOURCE AREA IN THE TOWN OF DUNN. IN TOTAL, WE'VE PROTECTED 143 ACRES WITHIN THE LOWER MUD LAKE WETLANDS COMPLEX, HISTORICALLY AN AREA OF GREAT IMPORTANCE TO INDIGENOUS CULTURES IN SOUTHERN DANE COUNTY. FUNDING TO PURCHASE THE PROPERTY CAME FROM THE LANDOWNER, GROUNDSWELL SUPPORTERS AND OUR NORM ANDERSON CONSERVATION OPPORTUNITIES FUND, THE KNOWLES-NELSON STEWARDSHIP HABITAT AREAS GRANT PROGRAM, AND NORTH AMERICAN WETLANDS CONSERVATION ACT FUNDING ADMINISTERED THROUGH THE U.S. FISH AND WILDLIFE SERVICE AND DUCKS UNLIMITED. IN AUGUST, THE TOWN OF DUNN AND GROUNDSWELL ALSO PROTECTED 133 ACRES OF FARMLAND THROUGH A CONSERVATION EASEMENT AS PART OF THE TOWN'S PURCHASE OF DEVELOPMENT RIGHTS PROGRAM.WE ALSO PROTECTED 180 ACRES OF PRAIRIE AND OAK SAVANNA HABITAT IN THE TOWN OF NEW GLARUS. THIS WAS MADE POSSIBLE BY THE GENEROUS DONATION OF A PRIVATE CONSERVATION EASEMENT BY LANDOWNERS KRIS AND PENNY KUBLY. THE FOUR OAKS FARM CONSERVATION EASEMENT PROTECTS REMNANT PRAIRIE AND OAK SAVANNA HABITAT, EXTENSIVE RESTORED PRAIRIE, AND APPROXIMATELY 2,350 FEET OF STREAMBANK ON LEGLER SCHOOL BRANCH.MORE PEOPLE WILL BE ABLE TO SAFELY ACCESS THE LOWER YAHARA RIVER THANKS TO GROUNDSWELL'S PURCHASE OF 1.64 ACRES SOUTH OF THE DUNKIRK DAM. THE TOWN OF DUNKIRK PLANS TO WORK WITH THE LAKE DISTRICT TO CONSTRUCT AMENITIES ON THE PROPERTY. CURRENT PLANS INCLUDE AN ADA-ACCESSIBLE PATH, AN ACCESSIBLE CANOE & KAYAK PUT-IN/TAKE-OUT, AND AN ACCESSIBLE FISHING PIER. THIS ACQUISITION WAS POSSIBLE BECAUSE OF THE GENEROSITY OF THE LANDOWNERS, OUR PARTNERSHIP WITH THE TOWN AND THE LAKE DISTRICT, AND FUNDING PROVIDED BY THE KNOWLES-NELSON STEWARDSHIP PROGRAM AND THE DANE COUNTY CONSERVATION FUND.GROUNDSWELL HELPED THE TOWN OF WESTPORT PURCHASE 105 ACRES ONCE PROPOSED FOR A LARGE BAGEL BAKERY. A MIX OF GRASSLAND, WETLANDS, AND OAK WOODS, THE LAND IS BORDERED BY THE WESTPORT TOWN HALL AND THE DNR'S SIX MILE CREEK FISHERY AREA ON THE OTHER. WITH THIS ADDITION, THERE'S NOW AN ALMOST UNBROKEN CORRIDOR OF PROTECTED PUBLIC LAND AROUND THE NORTH SIDE OF LAKE MENDOTA FROM GOVERNOR NELSON STATE PARK TO WISCONSIN 113. THE TOWN OF WESTPORT GRANTED A CONSERVATION EASEMENT TO GROUNDSWELL CONSERVANCY. THANKS TO STEVE AND MARIANNE SCHLECHT, THE TOWN OF WESTPORT, THE KNOWLES-NELSON STEWARDSHIP FUND, DANE COUNTY, AND OUR GROUNDSWELL SUPPORTERS FOR MAKING THIS POSSIBLE.FINALLY, GROUNDSWELL TEAMED UP WITH THE PRAIRIE ENTHUSIASTS AND CONSERVATION-MINDED LANDOWNERS RON AND DARLA GIORDANO TO HELP PROTECT 40 ACRES OF LAND IN THE WISCONSIN RIVER VALLEY. GROUNDSWELL LED NEGOTIATIONS WITH THE OWNERS, MADE ARRANGEMENTS FOR THE CLOSING, AND HELPED COVER COSTS ASSOCIATED WITH THE CLOSING. WITH HELP, IN PART, FROM A GENEROUS DONATION PROVIDED BY THE GIORDANOS TO SUPPORT INITIAL MANAGEMENT OF THE SITE, THE PRAIRIE ENTHUSIASTS CAN NOW ENSURE THE CONTINUED VITALITY OF THIS AREA. GROUNDSWELL HOLDS AND MONITORS OVER 80 CONSERVATION EASEMENTS.GROUNDSWELL SUPPORTERS AND THE PUBLIC ENJOYED NATURE EXPERIENCES, INCLUDING A BIRDING FOR FAMILIES OUTING WITH THE BIPOC BIRDING CLUB, A HIKE AT HAUGE HISTORIC DISTRICT PARK, BONFIRES AT PATRICK MARSH AND WESTPORT PRAIRIE, AND OUR ANNUAL BLACK HAWK RIDGE TRAIL RUN. AT WESTPORT PRAIRIE, OUR DEDICATED VOLUNTEERS AND WAUNAKEE HIGH SCHOOL STUDENTS ADDED ANOTHER 5 ACRES OF PRAIRIE HABITAT. AT PATRICK MARSH, OVER 300 MIDDLE SCHOOL STUDENTS, ALONG WITH TEACHERS AND VOLUNTEERS, HELPED PLANT 25 ACRES OF NATIVE TALL GRASS PRAIRIE ON WHAT WAS ONCE AGRICULTURAL LAND.AT PATRICK MARSH - EAGLE SCOUT NICK PARKS WORKED WITH HIS TROOP AND VOLUNTEERS TO EXTEND THE BOARDWALK AT PATRICK MARSH TO MAKE IT MORE ACCESSIBLE TO THE COMMUNITY.OUR SUMMER INTERN PRAIRIE PARTNERS CREW IMPROVED WILDLIFE HABITAT AT BOTH WESTPORT PRAIRIE AND PATRICK MARSH AND GAINED VALUABLE WORK EXPERIENCE ABOUT MANAGING NATURAL AREAS.GROUNDSWELL OWNS TWO COMMUNITY FARMS THAT PROMOTE EQUITABLE ACCESS TO LAND FOR BIPOC AND NEW AMERICAN FARMERS: WESTPORT FARM IN WAUNAKEE AND PASLEY'S SWAN CREEK FARM IN FITCHBURG. THIS YEAR, WE INSTALLED A MUCH-NEEDED WATER DISTRIBUTION SYSTEM AT WESTPORT FARM. FARMERS NOW HAVE EASIER ACCESS TO WATER, HELPING THEIR PLANTS GROW AND FLOURISH. THANKS TO THE EVJUE FOUNDATION, BOYDEN FINANCIAL, INC, HIGH WIND ASSOCIATION FOUNDATION, WILLY STREET CO-OP, AND SECOND HARVEST FOODBANK OF SOUTHERN WI FOR SUPPORTING THIS PROJECT. WE ALSO PROVIDED OUTREACH AND TECHNICAL ASSISTANCE TO HMOOB FARMERS TO CONNECT THEM WITH FARMER PROGRAMS AND OTHER RESOURCES THROUGH A USDA GRANT.GROUNDSWELL CONSERVANCY WAS ESTABLISHED IN 1983 AND HAS PERMANENTLY PROTECTED NEARLY 14,000 ACRES OF IMPORTANT LAND AND WATER. TO BETTER FIT OUR GROWING TEAM AND WORK, GROUNDSWELL MOVED ITS OFFICE TO 211 S. PATERSON STREET, SUITE 250, MADISON. GROUNDSWELL IS ACCREDITED BY THE LAND TRUST ACCREDITATION COMMISSION. 2139031 1 1 0 1 0 0 1 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 14 0 11 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X CHAD RHODES 6082179410 719 RINPOCHE LN OREGON WI 53575 TRACY WIKLUND PRESIDENT 1.00 X X 0 0 0 ALEXANDRIA BAKER VICE PRESIDENT 1.00 X X 0 0 0 ALTON MULTHAUF TREASURER 1.00 X X 0 0 0 PAT LEAVENWORTH SECRETARY 1.00 X X 0 0 0 ANNE MH BRINDLEY DIRECTOR 1.00 X 0 0 0 CURT BJURLIN DIRECTOR 1.00 X 0 0 0 MATT FRANK DIRECTOR 1.00 X 0 0 0 GREG HYER DIRECTOR 1.00 X 0 0 0 MARY BINKLEY DIRECTOR 1.00 X 0 0 0 RODEE SCHNEIDER DIRECTOR 1.00 X 0 0 0 VERONICA RUECKERT DIRECTOR 1.00 X 0 0 0 STACY RHONE DIRECTOR 1.00 X 0 0 0 ANGELA WEST BLANK EXECUTIVE DIRECTOR 40.00 X 71398 0 8530 71398 0 8530 0 0 0 0 0 7500 608079 2052768 49932 2668347 RENTAL INCOME 531190 10512 10512 10512 32664 32664 131832 156361 -24529 -24529 -24529 6061 7500 4617 1444 1444 662 662 662 2689100 10512 0 10241 1043675 1043675 100508 65330 20102 15076 387261 243042 18644 125575 17657 11163 1403 5091 8542 5400 679 2463 35399 22380 2812 10207 32172 32172 31312 31312 4546 4546 34745 34545 200 2038 1288 162 588 53271 34857 7261 11153 3775 2386 300 1089 51439 40977 2259 8203 6829 4318 542 1969 11213 9084 459 1670 770 487 61 222 11587 5650 5937 EASEMENT ACQUISITION 512273 512273 LAND MANAGEMENT 69104 69104 4451 900 3039 512 2422567 2139031 99718 183818 862 34816 181473 956610 297267 114245 550000 0 9479 15058 7879780 11251 7590305 7868529 670437 744890 31694 9780 707196 917313 10038713 10661241 54293 93513 45430 70495 0 194402 99723 358410 X 9410827 9696960 528163 605871 9938990 10302831 10038713 10661241 X 266533 59643 37665 X 0 1 X 1 0 X 3342354 1607531 1001029 2706312 2668347 11325573 3342354 1607531 1001029 2706312 2668347 11325573 1144066 10181507 19676 17388 19977 25564 32664 115269 11440842 274947 0.88990 0.94630 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 2422567 2422567 271128 67782 0 0 235141 167145 233384 271128 906798 1360197 25137 25137 58785 41786 58346 67782 226699 340049 25137 25137 X X X 82 8060.00 0 0 7 1 1 608.00 23442 707196 28000 44785 24482 7120 748379 745516 9860 -19653 21027 7500 707196 602362 11334 156849 18470 6559 745516 614703 14033 -3405 16069 6900 602362 500470 92533 36558 14858 614703 0.39685 0.00000 0.60315 1 0 7829434 7829434 1998 1998 0 48348 9253 39095 7868529 BENEFICIAL INTEREST IN ASSETS HELD BY MADISON COMMUNITY FOUNDATION 748379 RIGHT-OF-USE LEASE ASSET 168934 917313 REFUNDABLE ADVANCES 26538 LEASE LIABILITY 167864 194402 2748814 59643 -4546 55097 2693717 -4617 -4617 2689100 2422638 4617 4617 2418021 4546 4546 2422567 PART II, LINE 3: THE FRANKLIN CONSERVATION EASEMENT WAS AMENDED TO CLARIFY THE LIMITATIONS AND GEOGRAPHIC SCOPE OF PERMITTED COMMERCIAL USES OF THE PROPERTY, RELOCATE THE BUSINESS AREA TO EXISTING OPERATIONS, RELOCATE THE BUILDING AREA, CLARIFY THE LIMITATIONS ON PERMITTED COMMERCIAL USES OF THE PROPERTY, AND REDUCE THE AMOUNT OF ALLOWED IMPERVIOUS SURFACES ON THE PROPERTY TO UPHOLD AND ENHANCE THE IMPORTANT CONSERVATION VALUES OF THE PROPERTY. THE CAVE BLUFF 1, CAVE BLUFF 2, FOUR OAKS FARM LLC, HERMSEN, LOUIS' BLUFF, AND RUDD CONSERVATION EASEMENTS WERE AMENDED TO SUBSTITUTE CERTAIN "SAFE HARBOR" LANGUAGE DRAFTED BY THE IRS FOR THE CORRESPONDING LANGUAGE IN THE ORIGINAL CONSERVATION EASEMENT DOCUMENTS. THE SAFE HARBOR LANGUAGE RELATES TO TWO TOPICSBOUNDARY LINE ADJUSTMENTS AND EXTINGUISHMENT OF THE CONSERVATION EASEMENT. PART II, LINE 5: GROUNDSWELL'S ANNUAL EASEMENT MONITORING POLICY REQUIRES US TO: - COMPLETE A PHYSICAL INSPECTION OF THE PROPERTY COVERED BY THE CONSERVATION EASEMENT; - CONSULT WITH THE LANDOWNER ABOUT THE RESTRICTIONS THE CONSERVATION EASEMENT PLACES ON THE PROPERTY; - COMPARE CURRENT CONDITIONS OF THE PROPERTY TO THE CONDITIONS DEPICTED IN THE BASELINE REPORT, INCLUDING BASELINE PHOTO DOCUMENTATION AND THE INDIVIDUAL RESTRICTIONS THE CONSERVATION EASEMENT PLACES ON THE PROPERTY; - DOCUMENT AND FILE EACH MONITORING EVENT; - PROVIDE COPIES OF THE ANNUAL MONITORING DOCUMENTATION TO THE LANDOWNER, EASEMENT HOLDERS, AND OTHERS WITH INTEREST IN THE EASEMENT. EACH FULL EASEMENT MONITORING REPORT IS COMPLETED WITHIN THREE MONTHS AFTER THE MONITORING VISIT. PART II, LINE 9: CONSERVATION EASEMENTS ACCEPTED OR PURCHASED BY GROUNDSWELL ARE NOT RECOGNIZED AS ASSETS OR REVENUE IN THE ACCOMPANYING FINANCIAL STATEMENTS BECAUSE GROUNDSWELL DOES NOT HOLD FEE TITLE TO THESE PROPERTIES AND THERE ARE NO EXPECTED FUTURE ECONOMIC BENEFITS ASSOCIATED WITH THE EASEMENTS. IN ADDITION, CONSERVATION EASEMENTS CARRY SIGNIFICANT OBLIGATIONS TO MONITOR AND DEFEND THEIR TERMS. IF PURCHASED, THE COSTS OF CONSERVATION EASEMENTS ARE EXPENSED WHEN THE EASEMENTS ARE ACQUIRED. PART V, LINE 4: GROUNDSWELL HAS TWO AGENCY ENDOWMENT FUNDS WITH THE MADISON COMMUNITY FOUNDATION TO SUPPORT EASEMENT ENFORCEMENT AND GROUNDSWELL'S OPERATIONS FROM THE EARNINGS IN EACH OF THE TWO FUNDS. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES REPORTED ON FORM 990, PART IX, LINE 11F -4,546. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B -4,617. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B 4,617. 1 UW-EXTENSION 21 N PARK ST STE 6301 MADISON WI 53715 396006492 STATE OF WISCONSIN 20831 0 OUTREACH AND ASSISTANCE FOR SOCIALLY DISADVANTAGED FARMERS AND RANCHERS AND VETERAN FARMERS AND RANCHERS FAIRSHARE CSA COALITION INC 211 S PATERSON ST STE 280 MADISON WI 53703 272588129 501(C)(3) 10680 0 OUTREACH AND ASSISTANCE FOR SOCIALLY DISADVANTAGED FARMERS AND RANCHERS AND VETERAN FARMERS AND RANCHERS BLACK AND BROWN WOMYN POWER COALITION INC 800 WISCONSIN ST BLDG D04 STE 103 MAILBOX 62 EAU CLAIRE WI 54703 831400205 501(C)(3) 12164 0 OUTREACH AND ASSISTANCE FOR SOCIALLY DISADVANTAGED FARMERS AND RANCHERS AND VETERAN FARMERS AND RANCHERS TOWN OF WESTPORT 5387 MARY LAKE ROAD WAUNAKEE WI 53597 046001361 STATE OF WISCONSIN 1000000 0 LAND PURCHASE 4 0 PART I, LINE 2: GROUNDSWELL CONSERVANCY REVIEWS REPORTS SUBMITTED BY GRANTEES DESCRIBING EXPENDITURE OF FUNDS GRANTED. X 1 49932 QUOTED MARKET PRICE 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED IN COUMN B. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS SHARED WITH THE ENTIRE BOARD FOR REVIEW AND COMMENT AND IS THEN SUBMITED FOR REVIEW AND APPROVAL BY THE MEMBERS OF THE EXECUTIVE COMMITTEE BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S EXECUTIVE DIRECTOR ANNUALLY VERIFIES THAT ALL CONFLICT OF INTEREST STATEMENTS HAVE BEEN COMPLETED AND ARE UP TO DATE. ANY POTENTIAL CONFLICTS ARE REVIEWED BY THE MEMBERS OF THE GOVERNING BODY'S EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15A THE GOVERNING BODY ANNUALLY DETERMINES THE EXECUTIVE DIRECTOR'S COMPENSATION BY DETERMINING AFFORDABILITY AND REVIEWING THE COMPENSATION PAID FOR COMPARABLE POSITIONS BY SIMILAR AGENCIES IN THE AREA. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MADE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY MADISON COMMUNITY FOUNDATION 37,665.