Nonprofit · EIN 39-1822368
CALEDONIA CONSERVANCY LTD
Tax-exempt · RACINE, WI 53404
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $140,610 | $92,172 | $48,438 | $2,947,070 | $121,842 | $2,825,228 |
| December 31, 2023 | 990 | $101,116 | $103,672 | -$2,556 | $2,920,642 | $143,852 | $2,776,790 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $106,878
- Program service revenue
- $0
- Investment income
- $25,752
- Net rental income
- $7,980
- Other revenue
- $7,980
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $39,984
- Salaries, compensation and benefits (total)
- $43,042
- Professional fundraising fees
- $0
- Accounting fees
- $5,321
- Occupancy
- $368
- Depreciation
- $4,508
- Program services (functional)
- $35,125
- Management and general (functional)
- $39,005
- Fundraising (functional)
- $18,042
Balance sheet and other
- Total assets, start of year
- $2,920,642
- Total assets, end of year
- $2,947,070
- Total liabilities, end of year
- $121,842
- Net assets, end of year
- $2,825,228
- Land, buildings and equipment
- $2,581,573
- Publicly traded securities
- $144,085
- Net assets without donor restrictions
- $2,801,496
- Net assets with donor restrictions
- $23,732
- Gross receipts
- $140,610
- Employees
- 1
- Volunteers
- 200
- Year formed
- 1995
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Suzi Zierten | Executive Director Trustee or director | 1 | $39,984 |
| Greg Berg | President Trustee or director, Officer | 2 | $0 |
| Kjell Erlandsson | Director Trustee or director | 2 | $0 |
| Dave Klokowski | Treasurer Trustee or director, Officer | 2 | $0 |
| Tom Buhler | Director Trustee or director | 1 | $0 |
| Barb Hugier | Director Trustee or director | 1 | $0 |
| Vanessa Luther | Director Trustee or director | 1 | $0 |
| Joe Kiriaki | Director Trustee or director | 1 | $0 |
| Michelle Luczak | Director Trustee or director | 1 | $0 |
| Dr Deb Palmer | Director Trustee or director | 1 | $0 |
| Patty Tollaksen | Secretary Trustee or director, Officer | 2 | $0 |
| Jennifer Kanter | Vice President Trustee or director, Officer | 1 | $0 |
| Dr Steven Ryder | Director Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Joe Kiriaki | Director Trustee or director | 1 | $0 |
| Vanessa Luther | Director Trustee or director | 1 | $0 |
| Michelle Luczak | Director Trustee or director | 1 | $0 |
| Patty Tollaksen | Director Trustee or director | 1 | $0 |
| Dr Deb Palmer | Director Trustee or director | 1 | $0 |
| Tom Buhler | Director Trustee or director | 1 | $0 |
| Barb Hugier | Director Trustee or director | 1 | $0 |
| Kjell Erlandsson | President Trustee or director, Officer | 2 | $0 |
| Greg Berg | Vice President Trustee or director, Officer | 2 | $0 |
| Dave Klokowski | Treasurer Trustee or director, Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 44714, RACINE, WI 53404-7015
- In care of
- % DAVE KLOKOWSKI
- Principal officer (990 for 2024)
- Greg Berg, PO Box 044714, Racine, WI 534047015
- Signed the 990
- DAVE KLOKOWSKI, Treasurer
- Phone
- (262) 498-4993
- Website
- caledoniaconservancy.org
- Return prepared by
- Perfect Balance Accounting Services
Mission
Protect the rural character of the village of Caledonia, Racine county, Wisconsin.
Program accomplishments
- To build and maintain a series of trails for public recreation, specifically for equestrian, hiking, crosscountry skiing, and smilar passive recreational activities.Expenses $19,412
- To preserve open green space, including wetlands, by means of land acquisition through conservation or trail easements, or acquistion of fee simple lands.Expenses $10,826
- To educate the community about the importance of protecting our green space and the ways that they can help to protect it.Expenses $4,887
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 39-1822368
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1996
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70)
- Assets (IRS master file)
- $2,947,070
- Income (IRS master file)
- $140,610
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $140,610 | $92,172 | $2,947,070 | XML |
| 990 | December 2023 | $101,116 | $103,672 | $2,920,642 | XML |
| 990 | December 2022 | $142,998 | $82,715 | $2,778,840 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-1822368).
Questions about CALEDONIA CONSERVANCY LTD
- What is the EIN of CALEDONIA CONSERVANCY LTD?
- The employer identification number (EIN) of CALEDONIA CONSERVANCY LTD is 39-1822368.
- Is CALEDONIA CONSERVANCY LTD tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to CALEDONIA CONSERVANCY LTD tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CALEDONIA CONSERVANCY LTD file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CALEDONIA CONSERVANCY LTD due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CALEDONIA CONSERVANCY LTD last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of CALEDONIA CONSERVANCY LTD?
- The 990 for the year ended December 31, 2024 names Greg Berg.
- Who are the officers and directors of CALEDONIA CONSERVANCY LTD?
- The 990 for the year ended December 31, 2024 lists 13 people; 1 received compensation from the organization, the highest $39,984 (Suzi Zierten, Executive Director).
- How much revenue does CALEDONIA CONSERVANCY LTD have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $140,610, expenses of $92,172 and total assets of $2,947,070 at year end.
Other nonprofits in RACINE
- RACINE COMMUNITY FOUNDATION INC EIN 51-0188377 · last filed 990 for 2025
- JOHNSON FOUNDATION INC EIN 38-3675289 · last filed 990-PF for 2025
- UNITED WAY OF RACINE COUNTY INC EIN 39-0806349 · last filed 990 for 2025
- JOHNSON FAMILY FOUNDATION TR EIN 36-7092273 · last filed 990-PF for 2025
- FINAO INC EIN 82-1543204 · last filed 990 for 2024
- RUUD FAMILY FOUNDATION INC EIN 39-1915760 · last filed 990-PF for 2025
- RUFFO FAMILY FOUNDATION INC EIN 82-5171174 · last filed 990-PF for 2025
- J VERNON STEINLE AND ELMIRA K STEINLE FOUNDATION INC EIN 39-1934819 · last filed 990-PF for 2024
All nonprofits in RACINE · Wisconsin · Philanthropy, voluntarism and grantmaking foundations