2024-11-01T19:11:12-05:00 2023-12-31 391628949 JOHNSON BLOCK & CO INC 9701 BRADER WAY SUITE 202 MIDDLETON WI 53562 990 2023-01-01 391966972 TALL PINES CONSERVANCY TALL 2623690500 PO BOX 65 NASHOTAH WI 53058 SUSAN BUCHANAN EXECUTIVE DIRECTOR 2623690500 2024-10-31 1 1 BRETT HOFMEISTER P01290591 6082742002 2023 2024-10-15 13:58:12Z SUSAN BUCHANAN PO BOX 65 NASHOTAH WI 53058 494380 0 X WWW.TALLPINESCONSERVANCY.ORG X 1999 WI OUR MISSION IS TO PRESERVE OUR RURAL HERITAGE BY PROTECTING REMAINING FARMLAND, WATER RESOURCES, NATURAL AREAS AND OPEN SPACE ADJACENT TO AND IMPACTING NORTHWESTERN WAUKESHA COUNTY. 11 11 3 67 0 0 2773961 345043 0 0 146732 48127 50303 76047 2970996 469217 0 0 0 0 236208 263972 9322 0 37438 508332 260102 753862 524074 2217134 -54857 4386435 4151811 372982 77815 4013453 4073996 X OUR MISSION IS TO PRESERVE OUR RURAL HERITAGE BY PROTECTING REMAINING FARMLAND, WATER RESOURCES, NATURAL AREAS AND OPEN SPACES ADJACENT TO AND IMPACTING NORTHWESTERN WAUKESHA COUNTY. 0 0 216563 LAND PROTECTIONIN 2022, TALL PINES CONSERVANCY PARTNERED WITH LEAD AGENCIES AMERICAN FARMLAND TRUST (AFT) AND THE NATURAL RESOURCE CONSERVATION SERVICE (NRCS) TO OFFICIAL LAUNCH THE WISCONSIN FARMLAND PROTECTION PARTNERSHIP PROJECT. TALL PINES IS IN THE PROCESS OF USING ITS SHARE OF FUNDING TO PERMANENTLY PROTECT TWO FAMILY FARMS; THE EASEMENTS ARE EXPECTED TO BE FINALIZED IN 2024-2025.TALL PINES CLOSED ON THE DONATION OF A CONSERVATION EASEMENT OF 97-ACRES OF PRIME FARMLAND LOCATED IN TOWN OF OCONOMOWOC. WE ALSO ACCEPTED THE DONATION OF AN EASEMENT ON 58 ACRES OF VALUABLE OPEN SPACE IN TOWN OF GENESEE AND A THIRD PROPERTY WAS PERMANENTLY PROTECTED THROUGH AN EASEMENT DONATION THROUGH A BEQUEST BY A PRIVATE DONOR.AT THE CLOSE OF 2023, TALL PINES WAS ALSO GRATEFUL TO RECEIVE THE GIFT OF A CONSERVATION EASEMENT FROM THE READ FAMILY ON A 16-ACRE PROPERTY, WHICH IS OUR FIRST PROTECTED PROPERTY LOCATED IN THE VILLAGE OF OCONOMOWOC LAKE AND IS IN AN AREA OF HIGH DEVELOPMENT PRESSURE.TPC CONTINUES TO BE A MAJOR PARTNER IN THE OCONOMOWOC WATERSHED PROTECTION PROGRAM (OWPP). THIS PROGRAM ASSISTS LANDOWNERS WITHIN THE WATERSHED IN IMPLEMENTING SUSTAINABLE LAND MANAGEMENT PRACTICES TO REDUCE PHOSPHORUS LEVELS IN OUR RIVERS, LAKES, AND STREAMS. THE CONSTRUCTION PORTION OF THE MASON CREEK RE-MEANDERING PROJECT WAS COMPLETED IN FALL OF 2022 AND IN 2023 WAS CELEBRATED WITH A RIBBON CUTTING CEREMONY AND TOUR ATTENDED BY MORE THAN 50 PEOPLE.TALL PINES ALSO CONTINUES ITS COLLABORATION WITH FARMERS FOR LAKE COUNTRY (FFLC), A PRODUCER-LED MENTORING GROUP, TO EDUCATE AND IMPLEMENT BEST PRACTICES ON LANDS WITHIN THE OCONOMOWOC RIVER WATERSHED, INCLUDING THE AERIAL SEEDING OF COVER CROPS. THE FFLC FOOTPRINT WAS EXPANDED IN 2022 TO INCLUDE A CONSIDERABLE NUMBER OF ACRES OUTSIDE OF THE WATERSHED AND TALL PINES SUPPORTS THIS SIGNIFICANTLY LARGER TERRITORY BY PROVIDING STAFF SUPPORT AND FUNDING. AS A RESULT OF THIS EXPANSION, MANY MORE FARMS (WITHIN A NEW TERRITORY OF 450,571 ACRES IN COMPARISON TO 83,000 ACRES) ARE NOW ELIGIBLE FOR COST SHARE FUNDING FOR WATER FRIENDLY PRACTICES SUCH AS COVER CROPS, NO TILLING, AND PLANTING GREEN INTO LIVING COVER. TPC PARTNERED WITH MANY OTHER OUTSTANDING NON-PROT ORGANIZATIONS AND GOVERNMENT ENTITIES IN 2023 TO MEET MUTUAL LAND CONSERVATION GOALS. THESE GROUPS INCLUDE OZAUKEE-WASHINGTON LAND TRUST, CEDAR LAKES CONSERVATION FOUNDATION, THE ROCK RIVER COALITION, THE NATURE CONSERVANCY, WAUKESHA COUNTY LAND CONSERVANCY, SAVANNA INSTITUTE, GATHERING WATERS, AND THE LAND TRUST ALLIANCE. 93414 LAND MANAGEMENTOUR OUTREACH STRATEGIES INCLUDED WORKING WITH LANDOWNERS WITHIN THE EXPANDED FARMERS FOR LAKE COUNTRY TERRITORY TO PROMOTE CONSERVATION EASEMENTS AND BEST MANAGEMENT PRACTICES. TPC CONTINUES ITS ANNUAL MONITORING OF ALL ITS PROPERTIES EACH FALL AND CONDUCTS INVASIVE SPECIES REMOVAL AND TRAIL BUILDING WORKDAYS AT OUR PROPERTY NEAR LAPHAM PEAK. TPC ALSO MAINTAINS A SEPARATE FUND TO SUPPORT CONSERVATION EFFORTS AT CAMP QUAD, WHICH IS SUPPORTED BOTH MONETARILY AND THROUGH VOLUNTEER HOURS CONTRIBUTED BY CURRENT AND RETIRED QUAD EMPLOYEES.TPC IS IN PARTNERSHIP WITH THE TOWN OF MERTON TO IMPLEMENT A CONSERVATION PLAN FOR OCONOMOWOC RIVER CONSERVANCY PARK. WE ARE ALSO IN THE PROCESS OF FINALIZING AND IMPLEMENTING OUR PLAN FOR AGROFORESTRY AND AN EDUCATIONAL CENTER FOR RAVENSHOLME ON THE RIVER, OUR FEE SIMPLE PROPERTY LOCATED IN THE VILLAGE OF WAUKESHA. 113033 EDUCATION & OUTREACHTHE YEAR 2023 WAS FILLED WITH A VARIETY OF EVENTS ENTHUSIASTICALLY RECEIVED BY NEW AND LONG-STANDING FRIENDS OF TPC. THEY INCLUDED: A WINTER LUMINARY WALK AND TWILIGHT SUMMER HIKE AND YOGA SESSION AT CAMP QUAD CO-HOSTING THE LAKE COUNTRY CLEAN WATERS HEALTHY LAKES CONFERENCE IN SEPTEMBER AS WELL AS VIRTUAL AND IN-PERSON QUARTERLY MEETINGS A SPECIAL LUNCHEON HONORING THE DONATION OF RAVENSHOLME ON THE RIVER BY ANITA KUCHLER THE 9TH ANNUAL OWPP PADDLE IN JULY ON NORTH LAKE, WHICH ALSO INCLUDED A GUIDED NATURE HIKE AT OCONOMOWOC RIVER CONSERVANCY PARK. THE 15TH ANNUAL RIDE TO THE BARNS, A SOLD-OUT SUCCESS IN AUGUST. A PRAIRIE TOUR FOR MEMBERS OF THE STEWARDSHIP SOCIETY.WE CONTINUE TO PROMOTE OUR LAND PROTECTION WORK IN THE COMMUNITY THROUGH SPONSORSHIP OF THE CHAMBER'S SUMMER FARMERS MARKET IN OCONOMOWOC AND THE LAPHAM PEAK SKI CLUB. TALL PINES ALSO CONDUCTS PRESENTATIONS FOR VARIOUS CONFERENCES, GARDEN CLUBS AND COMMUNITY AND MUNICIPAL ORGANIZATIONS. THIS INCLUDED A GATHERING OF PINE LAKE RESIDENTS TO DISCUSS SHORELINE PROTECTION STRATEGIES. TALL PINES STAFFED INFORMATIONAL TABLES AT THE JUNE DAIRY MONTH FARMER BREAKFAST AT ZWIEG'S MAPLE ACRES AND THE EDUCATIONAL OAKTOBERFEST EVENT AT GWENYN HILL FARM. FOR ARBOR DAY, WE HOSTED A VERY SUCCESSFUL TREE GIVEAWAY AT OUR NASHOTAH OFFICE. WE ALSO PARTNERED WITH FARMERS FOR LAKE COUNTRY IN PRESENTING A COMMUNITY YOU PICK CHAOS GARDEN. 423010 1 1 0 0 0 0 1 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 25 0 1 3 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 11 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X MARK WIERMAN 2623690500 W330N4465 LAKELAND DR NASHOTAH WI 53058 NANCY BONNIWELL PAST PRESIDENT 1.00 X 0 0 0 JOHN KOEPKE PRESIDENT 1.00 X X 0 0 0 KYLE ZWIEG VICE PRESIDENT 1.00 X X 0 0 0 MARK WIERMAN TREASURER 1.00 X X 0 0 0 TOM HOFBAUER SECRETARY 1.00 X X 0 0 0 DON GALLO MEMBER 1.00 X 0 0 0 JEFF SPENCE ASSISTANT TREASURER 1.00 X X 0 0 0 RAY PEEBLES MEMBER 1.00 X 0 0 0 BRUCE ROSENHEIMER MEMBER 1.00 X 0 0 0 JOYCE SHEPET MEMBER 1.00 X 0 0 0 ALAN SCRIVNER MEMBER 1.00 X 0 0 0 SUSAN BUCHANAN EXECUTIVE DIRECTOR 40.00 X 103458 0 1018 103458 0 1018 1 0 0 0 0 17000 328043 4 345043 48127 48127 33036 0 33036 33036 33036 68174 25163 43011 43011 469217 0 0 124174 104477 83581 10448 10448 136453 109163 13645 13645 4689 3751 469 469 18353 14683 1835 1835 20710 20710 16640 16640 13702 10670 3032 7656 4582 20 3054 39689 31751 3969 3969 10511 8409 1051 1051 17299 13839 1730 1730 2955 2955 3869 3869 23134 22001 1133 9958 7966 996 996 LAND AND EASEMENT 84673 84673 OTHER EXPENSES 9306 3362 5703 241 524074 423010 63626 37438 744 2586 167161 124454 402223 71296 3100 5950 4336 6359 2872664 23134 2862164 2849530 912053 1069709 30 34 34624 21893 4386435 4151811 37743 55602 420 0 300000 0 34819 22213 372982 77815 X 1441139 1540686 2572314 2533310 4013453 4073996 4386435 4151811 -54857 115014 386 0 X 0 1 X 1 0 X 438955 807533 2389447 2773961 345043 6754939 438955 807533 2389447 2773961 345043 6754939 3730320 3024619 41837 71089 4079 146732 48127 311864 7066803 282281 0.42800 0.45070 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 34 2335.37 1 1 85.00 4647 2422164 2422164 440000 22001 417999 10500 1133 9367 2849530 LEASE LIABILITIES 22213 22213 609780 115014 386 115400 494380 -25163 -25163 469217 549237 25163 25163 524074 0 524074 PART II, LINE 9: CONSERVATION EASEMENTS ACCEPTED OR PURCHASED BY THE CONSERVANCY ARE CAPITALIZED AT $1. THE CONSERVANCY 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 DONATED, NO VALUE IS RECORDED OTHER THAN $1 FOR THE AMOUNT CAPITALIZED. IF PURCHASED, THE COSTS IN EXCESS OF CONSERVATION EASEMENTS CAPITALIZED ARE EXPENSED WHEN THE EASEMENTS ARE ACQUIRED. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B -25,163. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B 25,163. BIKE EVENT 64383 64383 1921 7255 2199 13788 64383 64383 1921 7255 2199 13788 25163 39220 FORM 990, PART VI, SECTION A, LINE 2 DON GALLO AND TOM HOFBAUER HAVE A BUSINESS RELATIONSHIP FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED BY THE GOVERNING BODY BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY COVERS ALL DIRECTORS AND EMPLOYEES. ANY DIRECTOR OR EMPLOYEE IS CONSIDERED AN INTERESTED PERSON. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE INTERESTED PERSON MUST DISCLOSE ALL MATERIAL FACTS TO THE GOVERNING BODY. THE INTERESTED PERSON CANNOT BE PRESENT AT THE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. IF A CONFLICT THAT MAY AFFECT THE DAILY OR LONG-TERM OPERATIONS OF THE ORGANIZATION IS IDENTIFIED, EITHER THE CONFLICT IS REMOVED OR THE PERSON IS ASKED TO NO LONGER SERVE IN SUCH CAPACITY. TO ENSURE THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, EACH DIRECTOR AND EMPLOYEE MUST ANNUALLY SIGN A STATEMENT THAT AFFIRMS THAT SUCH PERSON HAD RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, AND HAS AGREED TO COMPLY WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15A THE PERFORMANCE OF THE EXECUTIVE DIRECTOR IS REVIEWED BY THE GOVERNING BODY ON AN ANNUAL BASIS. WRITTEN PERFORMANCE EVALUATIONS ARE GIVEN TO ALL EMPLOYEES. THE GOVERNING BODY REVIEWED COMPENSATION COMPARABILITY DATA WHEN HIRING THE CURRENT EXECUTIVE DIRECTOR. 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.