Land Trust for Tennessee

Transcription

1 Land Trust for Tennessee General Information Contact Information Nonprofit Land Trust for Tennessee Address PO Box Nashville, TN Phone (615) Fax Web Site Web Site Facebook Facebook Twitter Twitter At A Glance Year of Incorporation

2 Mission & Impact Statements Mission The Land Trust for Tennessee's mission is to preserve the unique character of Tennessee's natural and historic landscapes and sites for future generations. Background The Land Trust for Tennessee was founded in January 1999 by Jean C. Nelson, Phil Bredesen, and a group of local citizens committed to conserving Tennessee's magnificent, yet rapidly-disappearing, natural and historic landscapes and sites. The shared vision of land conservation with respect to quality of life, public health, and personal enjoyment by future generations of Tennesseans remains the driving spirit and passion behind The Land Trust for Tennessee. Compelling need and growing community support have fueled our rapid 18 years of growth and the conservation of over 100,000 acres of open land. An accredited, statewide not-for-profit 501(c)(3) founded in 1999, the Land Trust works with communities and landowners to protect our open spaces. Our work often involves the donation of conservation easements, which allow people to continue to own their land while placing limits on its development.we also purchase or accept donations of land to be protected. We work with communities and partner organizations to develop strategic conservation plans and to raise funds for land protection. And we serve as stewards of protected lands, ensuring that conservation agreements are respected.although The Land Trust for Tennessee has conserved over 120,000 acres since our founding, we're not an anti-development organization. We simply believe in balancing growth by protecting lands for the environmental, aesthetic and economic benefit of Tennessee, making it a better place to live, work and play. Impact To date, over 120,000 acres of land in 66 counties have been protected through The Land Trust for Tennessee. As a result, park lands, farms, working forests, river corridors, historic landscapes, critical watershed areas, urban land, community and cultural resources, and recreational places are created, enhanced and protected drawing new residents, tourists and business to Tennessee. Our work has helped conserve signature places including Castle Rock, Fiery Gizzard, Mayfield Farm, Ropers Knob, critical lands around the Natchez Trace Parkway, and Leiper's Fork Gateways, as well as thousands of acres of family farms throughout the state. We have partnered with the city of Nashville on the Davidson County Open Space Plan to conserve critical urban green space as the city expands. With an office in Chattanooga, we continue to strengthen our reach across the entire state and become the voice of conservation for all who love Tennessee... making our state a better place to live, work and play. Needs Generous donations, gifts of land and the tireless work of our volunteers all play critical roles in achieving our mission. Thank you for your support. Other ways to donate, support, or volunteer Gifts of cash (check, credit card, online, phone), gifts of land, gifts in-kind, gifts of appreciated securities, matching gifts, wills and bequests, event sponsorship, and volunteering (events, educational programs). Service Categories Primary Organization Category Environment / Land Resources Conservation Secondary Organization Category Environment / Natural Resources Conservation & Protection Tertiary Organization Category Environment / Forest Conservation Areas of Service 2

3 Areas Served TN Under our statewide charter we assist communities and landowners throughout the state of Tennessee. Board Chair Statement Statement from the President: During this period of rapid growth in certain regions of our state, especially in Middle Tennessee and in the Chattanooga region, the Land Trust for Tennessee is challenged to prioritize, fund and strategically undertake land conservation projects in both proactive and responsive ways; ensure our ability to steward these protected properties forever; and bolster awareness of our work to help ensure the permanence of our work. To address these challenges, we will define statewide conservation priorities in partnership with communities, government agencies and other NGOs to protect critical landscapes. We will maintain and enhance conservation values on lands protected by the Land Trust and ensure that we have the financial and staff capacity to manage our stewardship obligations. We will leverage our conservation successes so that Tennesseans recognize the importance of conservation to our communities and see the Land Trust as an essential resource. We will develop a financial master plan to ensure our short- and long-term financial stability and to meet bold conservation and organizational goals. We will ensure that the Land Trust has the talent and infrastructure to support a respected and robust organization. Our 17 years of operation with a reputation for integrity, collaboration, significant acreage under protection and strong staff and board leadership positions us well to meet the statewide conservation opportunities and undertake funding campaigns to accomplish our goals. CEO Statement The distinctive, authentic, historic, natural lands of Tennessee connect and inspire all of us visitors here for a day and those who live here for a lifetime. Our commitment is to leverage every available resource to ensure that places we love and the sense they instill are conserved forever. Each region and each community in our state has its own special natural character and its own needs and desires for the economy; for the health of its people; for its natural resources; for its farms, forests and waters; and for the needs of its families. We see vibrant cities and towns, where residents have access to parks and green space, with abundant and accessible fresh local food and clean water. We see a statewide urban green plan with green corridors connecting communities. We see small communities that have retained their natural and historic characteristics. We see expansive, vibrant working forests and natural forests. We see diverse, lively wildlife habitats in every region of our state. We see a rural landscape with a robust agricultural economy. We see a future where ageold farming communities thrive, while new faces join old with a clear intention of making rural Tennessee their home. We see a visitor's vision of Tennessee as one to behold and experience for its bustling cities with access to green spaces that reflect the natural beauty found in rural communities. We see a future when the protection of our scenic routes and small towns forever brings travelers to all parts of our state. We see citizens across Tennessee with an understanding of and commitment to the deep connection between land conservation and sense of place. We see a future when the hearts, minds, and everyday choices of Tennesseans make this a place where rich and poor, urban and rural, children and elders all have a connection to the land and its importance in their lives. We see Glen Leven Farm as a regional, if not national, center for conservation excellence, showcasing the work of The Land Trust and providing a direct connection to the land for people from all walks of life. Our work demands that we be a strong and healthy organization that is known and respected throughout the state. To support our vision, we need to grow our organization for the future. We envision a future where The Land Trust for Tennessee works statewide with projects and impact across the counties of Tennessee. We envision a future where Tennesseans know why this work is essential, know who we are and recognize the difference we have made. We envision a future where the Land Trust for Tennessee has expert staff and ample financial resources, including significant and ever-growing endowed funds that support operations, stewardship and land protection projects. Our work requires that we have the capacity and the capability to take on the biggest - sometimes heroic - conservation projects. 3

4 Programs Programs Land Protection Description The conservation of land through the gift, devise, bequest, purchase, through fee simple acquisition or otherwise, real and personal property and interests therein, including without limitation, the acquisition of permanent conservation easements in real property. This program has conserved over 119,000 acres in 66 Tennessee counties, with 357 projects completed. Population Served,, Outreach Description Provide outreach to the general public relating to the conservation of land and natural resources such as productive agricultural and forest lands; recreational, scenic, ecological, historically, and culturally significant lands, preservation of valuable wildlife habitat; watershed and water quality lands; and urban open space. Population Served,, 4

5 Governance Board Chair Board Chair Mr. Gentry Barden Term May 2018 to May 2021 Board Members Name Affiliation Status Mr. Gentry Barden Voting Mr. Robert Brandt Retired Judge Voting Mr. Martin Brown Jr. Adams & Reese LLP Voting Mr. Doug Cameron Community Volunteer Voting Mr. David Darst Morgan Stanley Voting Mr. Charles Elcan China Healthcare Corp Voting Ms. Sara Finley CVS Health Corporation Voting Mr. Kelly Gill Diversicare Healthcare Services, Inc. Voting Mr. Joe Hodgson Hodgson Douglas Voting Ms. Kim Kaegi Kaegi Resources Voting Ms. Lynn Lassiter Kendrick Pinnacle Financial Partners Voting Mr. Mark Manner Bass Berry & Sims Voting Ms. Rosemary McIlhenny Community Volunteer Voting Ms. Liz McLaurin The Land Trust for Tennessee Ms. Vicki Pierce Turner VPT Ventures Voting Ms. Kate Sherrard Chinn Nashville Chamber of Commerce Voting Mr. Brian Tibbs Moody Nolan Architecture Voting Mr. Greg Vital Morning Pointe Voting Board Demographics - Ethnicity African American/Black 0 Asian American/Pacific Islander 0 Caucasian 0 Hispanic/Latino 0 Native American/American Indian 0 Other 0 Board Demographics - Gender Male 11 Female 7 Unspecified 0 5

6 Governance Board Term Lengths 3 Board Term Limits 3 Board Meeting Attendance % 0% Written Board Selection Criteria? Written Conflict of Interest Policy? No Percentage Making Monetary Contributions 0% Percentage Making In-Kind Contributions 0% Constituency Includes Client Representation Number of Full Board Meetings Annually 4 Standing Committees Audit Communications / Promotion / Publicity / Public Relations Executive Finance Board Governance Conservation Development / Fund Development / Fund Raising / Grant Writing / Major Gifts Program / Program Planning Risk Management Provisions Accident & Injury Coverage Commercial General Liability Crime Coverage Directors & Officers Policy General Property Coverage Property in Transit & Off Premises Umbrella or Excess Insurance Workers Compensation & Employers' Liability Fiduciary Liability Employment Practices Liability Special Event Liability Computer Equipment and Software Fine Arts and Collectibles 6

7 Management Executive Director/CEO Executive Director Ms. Liz McLaurin Term Start May Experience As President and CEO, Liz oversees the day-to-day management of The Land Trust for Tennessee. She is a graduate of The University of the South and a resident of the Leiper's Fork community in Williamson County. She has been involved with The Land Trust since its early days and has led a number of successful initiatives, including the revitalization of The Land Trust's Glen Leven Farm.Liz grew up all over the country, from the mountains of Vermont and North Carolina to the urban centers of New York and Philadelphia. She started her career in theatre, acting in both New York and in regional theatre. Since then, she's worked for organizations including Vanderbilt University, Nashville Public Television, and Nashville Public Radio, Rhode Island School of Design Museum and Colgate University. She also served on the boards and committees including Stand for Children, the Metro Arts Commission, Community Access Corporation and the Nashville Film Festival. Former CEOs Name Term Ms. Jean Nelson May 2016 Staff Full Time Staff 16 Part Time Staff 0 Volunteers 50 Contractors 0 Retention Rate 0% Plans & Policies Does the organization have a documented Fundraising Plan? Under Development Does the organization have an approved Strategic Plan? Number of years Strategic Plan Considers 5 When was Strategic Plan adopted? June 2015 In case of a change in leadership, is a Management Succession plan in place? No Does the organization have a Policies and Procedures Plan? 7

8 Does the organization have a Nondiscrimination Policy? Does the organization have a Whistle Blower Policy? Does the organization have a Document Destruction Policy? No Affiliations Affiliation Year Land Trust Alliance 1999 External Assessments and Accreditations Assessments/Accreditations Year Land Trust Alliance 2015 Awards Awards Award/Recognition Organization Year Land and Soil Conservationist of the Year Selection for National Mentoring Partnership, one of 10 selected from 1,200+ land trusts Tennessee Conservation League 2001 National Land Trust Alliance 2003 The Statewide Restoration Award Tennessee Preservation Trust 2003 Our President & Executive Director elected to Board National Preservation Honor Award Winner Governor s Award for Excellence in Natural Heritage Conservation Trails and Trilliums Service Award Farm of the Year, Awarded to The Land Trust for Tennessee's Glen Leven Farm Conservation Farmer of the Year, Awarded to The Land Trust for Tennessee's Glen Leven Farm Shorthorns (Chris Mullican and Blair Myers) Conservation Promotion, Awarded to The Land Trust for Tennessee's Harvest & History Program at Glen Leven Farm Conservation, Awarded to The Land Trust for Tennessee's Harvest & History Program at Glen Leven Farm National Land Trust Alliance 2004 National Trust for Historic Preservation State of Tennessee Department of Environmental Protection St. Andrew s-sewanee School, Sewanne, Tennessee Davidson County Soil Conservation District National Resources Conservation Service (NRCS) Tennessee National Resources Conservation Service (NRCS) Tennessee Tennessee Association of Conservation Districts (TACD)

9 Financials Fiscal Year Fiscal Year Start Apr Fiscal Year End Mar Projected Revenue $1,603, Projected Expenses $2,166, Endowment Value $0.00 Endowment Spending Policy N/A Endowment Spending Percentage (if selected) 0% Detailed Financials Revenue and Expenses Total Revenue $3,698,571 $3,587,000 $3,180,605 Total Expenses $2,730,838 $2,888,541 $4,193,915 Revenue Sources Foundation and Corporation $0 $0 $440,169 Contributions Government Contributions $0 $0 $1,284,830 Federal $0 $0 $1,284,830 State $0 $0 $0 Local $0 $0 $0 Unspecified $0 $0 $0 Individual Contributions $3,453,174 $3,301,860 $1,273,539 Indirect Public Support $0 $0 $0 Earned Revenue $1,452 $8,424 $8,522 Investment Income, Net of Losses $54,132 $55,475 $59,247 Membership Dues $0 $0 $0 Special Events $193,131 $216,064 $114,298 Revenue In-Kind $3,318 $5,177 $0 Other $0 $0 $0 9

10 Expense Allocation Program Expense $2,437,265 $2,517,915 $3,877,889 Administration Expense $194,760 $89,711 $70,457 Fundraising Expense $98,813 $280,915 $245,569 Payments to Affiliates -- $0 $0 Total Revenue/Total Expenses Program Expense/Total Expenses 89% 87% 92% Fundraising Expense/Contributed Revenue 3% 8% 8% Assets and Liabilities Total Assets $17,315,278 $17,657,202 $17,005,790 Current Assets $7,030,036 $4,376,803 $4,431,820 Long-Term Liabilities $0 $0 $0 Current Liabilities $73,279 $75,678 $67,744 Total Net Assets $17,241,999 $17,581,524 $16,938,046 Short Term Solvency Current Ratio: Current Assets/Current Liabilities Long Term Solvency Long-Term Liabilities/Total Assets 0% 0% 0% Top Funding Sources Top Funding Source & Dollar Amount Contributions, Gifts and Grants $3,453,174 Contributions, Gifts and Grants $3,301,860 Federal Government Grants $1,284,830 Second Highest Funding Source & Dollar Amount Third Highest Funding Source & Dollar Amount Fundraising Events $193,131 Investment Income $54,132 Fundraising Events $216,064 Investment Income $55,475 Contributions, Gifts, and Grants $1,273,539 Foundations and Corporations $440,169 Capital Campaign Is the organization currently conducting a Capital Campaign for an endowment or the purchase of a major asset? No Capital Campaign Goal $0.00 Capital Campaign Raised-to-Date Amount $0.00 as of 0 Capital Campaign Anticipated in Next 5 Years? No State Charitable Solicitations Permit TN Charitable Solicitations Registration - Expires Sept 2018 Registration No 0 GivingMatters.com Financial Comments Financial figures taken from Form 990. Financials prepared by Kraft CPAs, PLLC. Comments provided by 10

11 Kathryn Bennett 3/9/18. Created Copyright 2018 The Community Foundation of Middle Tennessee 11