The Wildlands Trust Of Southeastern Massachusetts in Duxbury, Massachusetts (MA)

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The Wildlands Trust Of Southeastern Massachusetts
Employer Identification Number (EIN)237296971
Name of OrganizationThe Wildlands Trust Of Southeastern Massachusetts
In Care of NameDavid Pinkham
AddressPO BOX 2282, Duxbury, MA 02331-2282
ActivitiesPreservation of natural resources (conservation)
SubsectionCharitable Organization
Ruling Date05/1973
DeductibilityContributions are deductible
FoundationOrganization which receives a substantial part of its support from a governmental unit or the general public
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period12/2008
Assets$5,000,000 to $9,999,999
Income$1,000,000 to $4,999,999
Filing Requirement990 (all other) or 990EZ return
Asset Amount$5,617,590
Amount of Income$4,536,888
Form 990 Revenue Amount$4,520,321
National Taxonomy of Exempt Entities (NTEE)Environmental Quality, Protection and Beautification: Land Resources Conservation


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Amount of income in 2008: $4,536,888
The Wildlands Trust Of Southeastern Massachusetts: 

 $4,536,888
Other organizations performing similar types of work: 

 $448,416

Assets in 2008: $5,617,590
This organization: 

 $5,617,590
Other organizations performing similar types of work: 

 $2,916,339

Expenses in 2007: $2,456,765
This organization: 

 $2,456,765
Other organizations performing similar types of work: 

 $223,217

Income to expenses ratio in 2007: 1.2
This organization: 

 1.2
Other organizations performing similar types of work: 

 1.6

Expenses allocated to program services in 2007: 94.7%
The Wildlands Trust Of Southeastern Massachusetts: 

 94.7%
Other organizations performing similar types of work: 

 82.6%

Number of employees in 2007: 5
This organization: 

 5
Other organizations performing similar types of work: 

 3

Employees paid over $50,000 in 2007: 20.0%
This organization: 

 20.0%
Other organizations performing similar types of work: 

 18.4%

Grants share in income in 2007: 94.6%
The Wildlands Trust Of Southeastern Massachusetts: 

 94.6%
Other organizations performing similar types of work: 

 88.9%

Financial snapshot ($)

Revenue for 2007

Assets at end of 2007

Expenses for 2007

Functional Expenses for 2007 ($)

Income-Producing Activities for 2007

Revenue, Expenses, and Changes in Net Assets or Fund Balances
20002001200220032004200520062007
Total revenue$3,415,469$1,277,110$924,783$1,240,654$5,859,875$5,393,669$8,087,575$2,946,597
Contributions, gifts, grants, and similar amounts received$3,295,704$992,237$926,810$1,026,947$5,736,344$5,308,525$7,749,468$2,787,338
Contributions to donor advised funds$0$0
Direct public support$3,295,704$982,237$883,760$1,026,947$2,822,744$5,308,525$7,749,468$2,787,338
Indirect public support$0$0$0$0$0$0$0$0
Government contributions (grants)$0$10,000$43,050$0$2,913,600$0$0$0
Program service revenue including government fees and contracts$0$294$81$750$163$0$0$0
Membership dues and assessments$29,408$0$0$0$0$0$0$0
Interest on savings and temporary cash investments$0$0$0$0$0$0$0$0
Dividends and interest from securities$117,520$85,098$50,191$56,044$64,602$78,336$83,566$106,452
Net rental income or (loss)$0$0$0$0$0$8,145$13,882$15,147
Gross rents$0$0$0$0$0$8,145$13,882$15,147
Less: rental expenses$0$0$0$0$0$0$0$0
Other investment income$-43,549$-38,189$-160,385$144,507$50,527$0$0$0
Gain or (loss) from sales of assets other than inventory$16,386$-105,581$0$0$0$-2,312$239,584$34,596
Gross amount from sales of assets other than inventory$16,386$100,000$0$0$0$0$239,584$34,596
Less: cost or other basis and sales expenses$0$205,581$0$0$0$2,312$0$0
Net income or (loss) from special events and activities$0$0$0$0$0$0$0$0
Gross revenue$0$0$0$0$0$0$0$0
Less: direct expenses other than fundraising expenses$0$0$0$0$0$0$0$0
Gross profit or (loss) from sales of inventory$0$0$0$0$0$0$0$0
Gross sales of inventory, less returns and allowances$0$0$0$0$0$0$0$0
Less: cost of goods sold$0$0$0$0$0$0$0$0
Other revenue$0$343,251$108,086$12,406$8,239$975$1,075$3,064
Total expenses$497,484$427,668$436,987$613,444$3,355,082$500,109$494,945$2,456,765
Program services$373,109$283,044$261,367$429,205$3,162,982$336,137$345,535$2,325,461
Management and general$124,375$99,626$120,611$102,272$86,418$83,356$98,822$81,894
Fundraising$0$44,998$55,009$81,967$105,682$80,616$50,588$49,410
Payments to affiliates$0$0$0$0$0$0$0$0
Net assets or fund balances at end of year$18,664,673$19,531,902$20,019,698$20,677,112$23,181,905$23,707,631$34,206,131$3,381,735
Excess or (deficit) for the year$2,917,985$849,442$487,796$627,210$2,504,793$4,893,560$7,592,630$489,832
Net assets or fund balances at beginning of year$15,746,688$18,664,673$19,531,902$20,019,698$20,677,112$23,181,905$23,707,631$34,206,131
Other changes in net assets or fund balances$0$17,787$0$30,204$0$-4,367,834$2,905,870$-31,314,228
Statement of Functional Expenses (for 2007)
TotalProgram servicesManagement and generalFundraising
Total functional expenses$2,456,765$2,325,461$81,894$49,410
Grants paid from donor advised funds$0
Other grants and allocations$0
Specific assistance to individuals$0
Benefits paid to or for members$0
Compensation of current officers, directors, key employees, etc.$14,154$7,077$3,538$3,539
Compensation of former officers, directors, key employees, etc.$64,841$47,420$1,211$16,210
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0$0$0
Salaries and wages of employees not included above$182,009$169,058$5,875$7,076
Pension plan contributions not included above$3,927$1,965$981$981
Employee benefits not included above$66,489$58,347$1,886$6,256
Payroll taxes$25,702$22,014$1,047$2,641
Professional fundraising fees$0$0$0$0
Accounting fees$8,100$0$8,100$0
Legal fees$0$0$0$0
Supplies$0$0$0$0
Telephone$2,899$2,483$118$298
Postage and shipping$5,389$0$3,528$1,861
Occupancy$4,173$3,574$170$429
Equipment rental and maintenance$0$0$0$0
Printing and publications$15,678$488$11,328$3,862
Travel$7,258$6,216$296$746
Conferences, conventions, and meetings$0$0$0$0
Interest$0$0$0$0
Depreciation, depletion, etc.$29,568$28,237$378$953
Other expenses not covered above$2,026,578$1,978,582$43,438$4,558
Balance Sheets
20002001200220032004200520062007
Total assets$18,791,663$19,753,889$20,196,817$20,890,774$26,105,790$23,820,148$34,330,803$3,569,858
Cash - non-interest-bearing$0$26,741$62,953$86,797$256,412$100,048$126,829$192,812
Savings and temporary cash investments$2,468,623$11,586$28,525$0$0$0$0$0
Accounts receivable less allowance for doubtful accounts$0$46,595$35,000$7,000$2,140,000$4,623$623$0
Pledges receivable less allowance for doubtful accounts$0$0$86,000$118,500$19,945$61,600$2,000$0
Grants receivable$0$0$0$0$0$0$0$0
Receivables from current and former officers, directors, trustees, and key employees$0$0$0$0$0$0$0$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0
Other notes and loans receivable less allowance for doubtful accounts$0$0$0$0$0$0$0$0
Inventories for sale or use$0$0$0$0$0$0$0$0
Prepaid expenses and deferred charges$0$1,643$897$1,688$1,473$3,479$1,551$0
Investments - publicly-traded securities$2,273,272$2,791,351
Investments - other securities$1,035,106$2,026,779$2,139,498$2,166,538$2,404,876$1,948,558$0$0
Investments - land, buildings, and equipment less accumulated depreciation$14,722,860$0$0$0$0$0$0$0
Investments - other$0$0$0$0$0$0$0$0
Land, buildings, and equipment less accumulated depreciation$483,574$17,640,545$17,843,944$18,510,251$21,283,084$618,949$31,926,528$585,695
Other assets, including program-related investments$81,500$0$0$0$0$21,082,891$0$0
Total liabilities$126,990$221,987$177,119$213,662$2,923,885$112,517$124,672$188,123
Accounts payable and accrued expenses$26,990$95,320$15,452$57,790$2,760,308$56,001$55,266$112,487
Grants payable$0$0$0$0$0$0$0$0
Deferred revenue$0$0$0$0$0$0$0$0
Loans from officers, directors, trustees, and key employees$0$0$0$0$0$0$0$0
Tax-exempt bond liabilities$0$0$0$0$0$0$0$0
Mortgages and other notes payable$100,000$126,667$126,667$115,872$115,872$0$0$0
Other liabilities$0$0$35,000$40,000$47,705$56,516$69,406$75,636
Total liabilities and net assets/fund balances$18,791,663$19,753,889$20,196,817$20,890,774$26,105,790$23,820,148$34,330,803$3,569,858
Total net assets or fund balances$18,664,673$19,531,902$20,019,698$20,677,112$23,181,905$23,707,631$34,206,131$3,381,735
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
20002001200220032004200520062007
Total revenue$3,415,469$1,277,110$924,783$1,240,654$5,859,875$5,393,669$8,087,575$2,946,597
Total revenue, gains, and other support per audited financial statements$3,402,740$1,265,232$914,668$1,234,449$5,842,536$5,378,002$8,074,609$1,003,495
Other expenses$0$0$0$8,386$0$0$0$0
Net unrealized gains on investments$0$0$0$0$0$0$0$0
Donated services and use of facilities$0$0$0$0$0$0$0$0
Recoveries of prior year grants$0$0$0$0$0$0$0$0
Other$0$0$0$8,386$0$0$0$0
Other revenue$12,729$11,878$10,115$14,591$17,339$15,667$12,966$1,943,102
Investment expenses$12,729$11,878$10,115$14,591$17,339$0$0$0
Other$0$0$0$0$0$15,667$12,966$1,943,102
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
20002001200220032004200520062007
Total expenses$497,484$427,668$436,987$613,444$3,355,082$500,109$494,945$2,456,765
Total expenses and losses per audited financial statements$484,755$415,790$426,872$607,239$3,337,743$484,442$481,979$513,663
Other revenue$0$0$0$8,386$0$0$0$0
Donated services and use of facilities$0$0$0$0$0$0$0$0
Prior year adjustments$0$0$0$0$0$0$0$0
Losses$0$0$0$0$0$0$0$0
Other$0$0$0$8,386$0$0$0$0
Other expenses$12,729$11,878$10,115$14,591$17,339$15,667$12,966$1,943,102
Investment expenses$0$11,878$10,115$14,591$17,339$0$0$0
Other$12,729$0$0$0$0$15,667$12,966$1,943,102
Current Officers, Directors, Trustees, and Key Employees
Average hours per week devoted to positionCompensationContributions to employee benefit plans & deferred compensation plansExpense account and other allowances
40$14,154$0$0
Total number of officers, directors, and trustees permitted to vote on organization business at board meetings24
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?No
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?No
Does the organization have a written conflict of interest policy?Yes
Former Officers, Directors, Trustees, and Key Employees That Received Compensation or Other Benefits
Loans and AdvancesCompensationContributions to employee benefit plans & deferred compensation plansExpense account and other allowances
$0$64,841$56,499$0
Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?No
Was there a liquidation, dissolution, termination, or substantial contraction during the year?No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?Yes
Direct and indirect political expenditures$0
Did the organization file Form 1120-POL for this year?No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members$0
Section 162(e) lobbying and political expenditures$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices$0
Taxable amount of lobbying and political expenditures$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?No
Amount of tax imposed on the organization during the year under: section 4911$0
Amount of tax imposed on the organization during the year under: section 4912$0
Amount of tax imposed on the organization during the year under: section 4955$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?No
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958$0
Amount of tax above, reimbursed by the organization$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?No
Did the organization acquire a direct or indirect interest in any applicable insurance contract?No
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?No
Number of employees employed in the pay period that includes March 12, 20065
Analysis of Income-Producing Activities (for 2007)
Unrelated business incomeExcluded by section 512, 513, or 514Related or exempt function income
Business codeAmountExclusion codeAmount
Total$0$156,195$3,064
Program service revenue
Program service revenue 1000000$000$0$0
Program service revenue 2000000$000$0$0
Program service revenue 3000000$000$0$0
Program service revenue 4000000$000$0$0
Program service revenue 5000000$000$0$0
Medicare/Medicaid payments000000$000$0$0
Fees and contracts from government agencies000000$000$0$0
Membership dues and assessments000000$000$0$0
Interest on savings and temporary cash investments000000$000$0$0
Dividends and interest from securities000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$106,452$0
Net rental income or (loss) from real estate
debt-financed property000000$000$0$0
not debt-financed property000000$0Real property rental income that does not depend on the income or profits derived by the person leasing the property and is excluded by section 512(b)(3)$15,147$0
Net rental income or (loss) from personal property000000$000$0$0
Other investment income000000$000$0$0
Gain or (loss) from sales of assets other than inventory000000$0Gain (or loss, to the extent allowed) from the sale of investments and other non-inventory property and from certain property acquired from financial institutions that are in conservatorship or receivership (sections 512(b)(5) and 512(b)(16)(A))$34,596$0
Net income or (loss) from special events000000$000$0$0
Gross profit or (loss) from sales of inventory000000$000$0$0
Other revenue000000$000$0$3,064
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2007)
EIN of corporation, partnership, or disregarded entityPercentage of ownership interestTotal incomeEnd-of-year assets
0%$0$0
0%$0$0
0%$0$0
0%$0$0
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2007)
CompensationContributions to employee benefit plans & deferred compensationExpense account and other allowances
$58,838$0$0
$0$0$0
$0$0$0
$0$0$0
$0$0$0
Total number of other employees paid over $50,0000
Statements About Activities (for 2007)
Expenses paid or incurred in connection with the lobbying activities$350
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?Yes
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?No
Did the organization maintain any donor advised funds?No
Did the organization make any taxable distributions under section 4966?No
Did the organization make a distribution to a donor, donor advisor, or related person?No
The total number of donor advised funds owned at the end of the tax year$0
The aggregate value of assets held in all donor advised funds owned at the end of the tax year$0
The total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts$0
The aggregate value of assets held in all funds or accounts included above at the end of the tax year$0
Reason for Non-Private Foundation Status
The organization is not a private foundation because it isOrganization that receives a substantial part of its support from a governmental unit or from the general public
Support Schedule
19992000200120022003200420052006
Total$4,685,953$3,442,632$1,572,635$977,001$1,027,991$3,648,001$7,520,836$1,276,779
Gifts, grants, and contributions received$4,474,077$3,325,112$1,487,537$926,810$971,947$3,583,399$7,442,500$1,179,331
Membership fees received$26,840$0$0$0$0$0$0$0
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose$0$0$0$0$0$0$0$0
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975$185,036$117,520$85,098$50,191$56,044$64,602$78,336$97,448
Net income from unrelated business activities not included above$0$0$0$0$0$0$0$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf$0$0$0$0$0$0$0$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge$0$0$0$0$0$0$0$0
Other income$0$0$0$0$0$0$0$0
Lobbying Expenditures by Electing Public Charities (for 2007)
Total exempt purpose expenditures$0
Total lobbying expenditures$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)$0
Total lobbying expenditures to influence a legislative body (direct lobbying)$0
Other exempt purpose expenditures$0
Lobbying nontaxable amount$0
Grassroots nontaxable amount$0
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Trustees Of Reservations572 Essex St, Beverly, MA 01915-1530MA1935-01$91,737,598
2Nantucket Land Council IncPO BOX 502, Nantucket, MA 02554-0502MA1976-03$8,254,160
3Sconset Trust IncPO BOX 821, Siasconset, MA 02564-0821MA1985-03$3,112,341
4Massachusetts Land Conservation Trust Inc572 Essex St, Beverly, MA 01915-1530MA1993-03$2,657,260
5Vineyard Conservation Society IncPO BOX 2189, Vineyard Hvn, MA 02568-0917MA1968-12$2,363,998
6Sheffield Land Trust IncPO BOX 940, Sheffield, MA 01257-0940MA1994-04$2,154,178
7The 300 Committee Inc157 Locust Street, Falmouth, MA 02540-2694MA1986-05$929,605
8Williamstown Rural Land Foundation Inc671 Cold Spring Rd, Williamstown, MA 01267-2725MA1987-05$527,454
9Wellfleet Conservation TrustPO BOX 84, Wellfleet, MA 02667-0084MA1986-04$409,995
10Seekonk Land Conservation TrustPO BOX 383, Seekonk, MA 02771-0383MA1969-12$284,103
11Westwood Land Trust IncPO BOX 2616, Westwood, MA 02090-7616MA1999-10$108,246
12Westwood Preservation Society IncPO BOX 134, Westwood, MA 02090-0134MA2000-03$84,323
13Truro Conservation TrustPO BOX 327, North Truro, MA 02652-0327MA1981-05$78,350
14Chelmsford Land Conservation Trust IncPo Box 216, Chelmsford, MA 01824MA1989-07$27,455
15Stockbridge Land Trust IncPO BOX 1063, Stockbridge, MA 01262-1063MA1989-06$17,021
16Winding River Land Conservancy IncPO BOX 1836, Westfield, MA 01086-1836MA2000-02$12,540
17Preservation Trust Inc259 Turnpike Road Suite 100, Southborough, MA 01772-1706MA2000-05$1,000
18Dedham Land Trust Inc10 Glenridge Road, Dedham, MA 02026MA1990-05$0
19Lancaster Land Trust Inc311 Neck Road, Lancaster, MA 01523MA1998-10$0
20Reading Open Land Trust Inc Co Henry W FienemannPo Box 15, Reading, MA 01867MA1980-02$0
Number of organizations performing similar types of work
Alaska3
Alabama4
Arizona9
California73
Colorado27
Connecticut50
District of Columbia3
Delaware1
Florida12
Georgia8
Iowa1
Idaho3
Illinois14
Indiana5
Kansas2
Kentucky2
Massachusetts69
Maryland16
Maine36
Michigan16
Minnesota5
Missouri4
Mississippi2
Montana9
North Carolina16
Nebraska1
New Hampshire8
New Jersey16
New Mexico7
Nevada1
New York34
Ohio7
Oregon6
Pennsylvania35
Rhode Island8
South Carolina11
Tennessee8
Texas5
Utah6
Virginia8
Vermont9
Washington22
Wisconsin13
West Virginia2
Wyoming1
Total598

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