Essex County Green Belt Association Inc.

Essex County Green Belt Association Inc. General Information 82 Eastern Avenue Essex, MA 1929 (978) 768-7241 Website ecga.org Organization Contact Mary Williamson mew@ecga.org Year of Incorporation 1961 1

Statements & Search Criteria Mission Statement Essex County Greenbelt is a non-profit land trust dedicated to conserving the farmland, wildlife habitat and scenic landscapes of Essex County. Greenbelt has conserved nearly 17, acres of local land and has been directly involved in protecting 75% of the acreage conserved in the past ten years. Background Statement Essex County Greenbelt Association is a non-profit land trust that works to conserve the farmland, wildlife habitat and scenic landscapes within the 34 cities and towns of Essex County, Massachusetts. Since its founding in 1961, Greenbelt has conserved nearly 17, acres of local land and has been directly involved in protecting 75% of the acreage conserved in the past ten years. Now completing an average of 2 projects per year, we are regarded as one of the most productive and efficient land trusts in the nation. Greenbelt conserves land by acquiring parcels which we then own and manage in public trust; by holding conservation restrictions on land owned by individuals and families, municipalities and other conservation organizations; and by assisting our many collaborative partners in land conservation projects, through our experience and support, expertise, and financial assistance. In addition to our land conservation and stewardship work, Greenbelt connects people to the natural world through our Monthly Walk Series, trail runs, interactive website, print and enewsletters, social media outlets and publications that include property maps, photographs, illustrations, and descriptions of our region s vibrant natural and human history. Greenbelt s success stems from our ability to remain focused on our core land conservation mission. We are creative and innovative in structuring land protection projects, resourceful in attracting additional dollars to leverage our conservation investments, widely recognized for our ability to work collaboratively with many partners throughout the community, and committed to a grass roots approach to land conservation. Through active land conservation initiatives, as well as multi-platform public outreach, Greenbelt continues to build a community of conservation and stewardship throughout the region. Impact Statement Greenbelt acquires and manages land to perpetually protect the integrity of our ecological systems, maintain a base of local agriculture, and preserve our scenic vistas. A primary focus of our work is the creation of a network of greenbelts consisting of natural corridors and visually intact landscapes, some of which are working lands such as farmland, and others that are accessible to the public and managed for outdoor recreation. Needs Statement We know that a full 25% of Essex County s 32,-acre land base remains unbuilt and unprotected. At increasing risk is 8, acres of family farmland, vanishing habitats and the scenic vistas that give this region its special appeal. We know that we will be unable to save it all, but Greenbelt seeks to commit its resources to protecting the highest priority parcels for conservation. Greenbelt s Campaign for 1, Acres is our declaration of an ambitious goal to double our current pace of land protection from about 45 acres per year to 1, acres per year for the next decade. Service Categories Natural Resources Conservation & Protection 2

Geographic Areas Served the 34 communities of Essex County, MA Please review online profile for full list of selected areas served. 3

Programs Land Conservation Description Since 1961, Greenbelt has helped landowners, farmers, cities, towns and organizations in Essex County realize their land conservation. As a result of our efforts, we have protected nearly 17, acres of land in Essex County. Working in partnership with private and public landholders, Greenbelt offers permanent solutions to realize land conservation goals. Our work also helps to improve air and water quality, preserve fragile ecosystems that are homes to wildlife and plant species, sustain agricultural land to assure a safe, local food supply and protect vulnerable scenic view sheds and open space that contribute to the region's unique quality of life. Budget Category Population Served Program Short Term Success Environment, General/Other Adults, Families, Greenbelt will continue to evaluate and adjust the Land Conservation Outreach Initiative through the metrics used since the program s inception, which include: number of completed projects, number of active projects and projects in the pipeline, and funding secured through federal, state and local sources. Through December 216, we have completed 6 projects totaling nearly 2, acres. Land Conservation's Outreach Initiative has generated a tremendous amount of interest, having significant impact beyond Essex County and emerging as one of the most comprehensive and strategic programs of its type. As local and national organizations seek to adopt components of Greenbelt s program and look to us for guidance, we can leverage our experience to foster more effective conservation for many other organizations. Program Long term Success In 213, Greenbelt s Board of Directors and staff examined our capabilities and the current universe of conservation opportunity. We know that a full 25% of Essex County s 32,-acre land base remains unbuilt and unprotected. Eighty thousand acres of family farmland, vanishing habitats and the scenic vistas that give this region its special appeal are at risk. We know that we will be unable to save it all, but Greenbelt has committed its resources to protecting the highest priority parcels for conservation. Greenbelt s Campaign for 1, Acresis our declaration of an ambitious goal to double our current pace of land protection from about 45 acres per year to 1, acres per year for the next decade. 4

Program Success Monitored By Examples of Program Success For the last two years, Greenbelt has been working to secure the permanent conservation of 525 acres in Hamilton and Essex known as the Sagamore Hill Conservation Area. The core 34- acre property was secured for conservation in 216 as a result of a $5.1M fundraising campaign led by Greenbelt. A combination of state, local and private funds combined to achieve this objective. The property will be opened to the public as Greenbelt's largest public reservation in June 217. An outer ring of an additional 6 parcels of private property were protected via Conservation Restriction in 216. They help create a conservation corridor or greenbelt that will protect local watershed land, wildlife habitat and a swath of interconnected trails available for public recreation. 5

Land Stewardship Description Greenbelt's Land Stewardship Department cares for the many different kinds of property we conserve. The Stewardship staff is responsible for maintaining public access to many of our owned properties; creating and maintaining trails, mowing agricultural fields and grasslands, installing signage, fencing, and all the other work associated with maintaining conservation land. Greenbelt also monitors private land permanently protected by conservation restriction or CRs, to ensure that landowners are following the principles of the CR. Budget Category Population Served Program Short Term Success Program Long term Success Environment, General/Other Families, Adults, Near term achievements of the Stewardship Department include expanding the osprey outreach and educational program; improving access to our network of reservations; enhancing the grounds at our Cox Reservation, Greenbelt's headquarters and flagship property; and maintaining and enhancing our extensive network of trails. Greenbelt s land conservation and stewardship mission serves the 748, year-round county residents, thousands of tourists from the greater Boston area and from around the world, as well as the many species of plants, animals, birds and other living creatures that depend on natural habitat to survive. As a regional land trust, Essex County Greenbelt protects the quality of the environment by conserving land and protecting the integrity of natural systems for current and future generations that will inherit the legacy of this beautiful landscape and environment. Program Success Monitored By Examples of Program Success Greenbelt's Stewardship team began conducting Osprey conservation in 27 when it constructed its first nesting platform at the Cox Reservation. Since then our successes include: Installed 8 new nesting platforms and repaired countless others on Greenbelt and other properties Created Osprey Watch and coordinated monitoring of approximately 25 active osprey nests in 213 using Greenbelt staff and more than 15 volunteer citizen scientist nest monitors Installed a webcam in 213 at the Cox Reservation Osprey nest in Essex and fed a live stream to the Greenbelt and other websites Installed two informational kiosks in 213 about osprey biology and conservation Banded 13 Osprey chicks and placed satellite transmitters on two juvenile Osprey in 213 as part of a long-term research project on Osprey migration with lead investigator Dr. Rob Bierregaard 6

Management CEO/Executive Director Executive Director Mr. Edward O. Becker Term Start Mar 1987 Email eob@ecga.org Staff Information Full Time Staff Part Time Staff Volunteers Contractors 11 1 35 3 Staff Demographics - Ethnicity African American/Black Asian American/Pacific Islander Caucasian 11 Hispanic/Latino Native American/American Indian Other Staff Demographics - Gender Male Female Unspecified 4 7 Formal Evaluations CEO Formal Evaluation CEO/Executive Formal Evaluation Frequency Senior Management Formal Evaluation Senior Management Formal Evaluation Frequency NonManagement Formal Evaluation Non Management Formal Evaluation Frequency Annually Annually Annually Plans & Policies Organization has a Fundraising Plan? Under Development 7

Organization has a Strategic Plan? Years Strategic Plan Considers Organization Policy and Procedures Nondiscrimination Policy Whistleblower Policy Directors and Officers Insurance Policy 5 Under Development Under Development No 8

Board & Governance Board Chair Board Chair Mrs. Anne B Madden Company Affiliation Nurse Practicioner Term May 216 to May 217 Email madhouse1@verizon.net Board Members Name Affiliation Status Brad Aham Bluefish Properties Voting Ken Aspeslagh Friends of North Andover Trails Voting Francis Culver The Culver Company Voting Doug DeAngelis Lynx System Developers, Inc Voting Peter Dorsey Real Estate Agent Voting Alison Falk Community Volunteer Voting Elizabeth Harrigan Community Volunteer Voting Jerry Klima Community Volunteer Voting Barry LaCroix MA Dept of Revenue Voting Philip Lake Lake Legal, LLC Voting Holly Langer Community Volunteer Voting Peter Loring Loring, Wolcott & Coolidge Voting Charles Mann Windover Construction Voting Ann Nichols Community Volunteer Voting Spencer Purinton RPI-Appex Voting Elizabeth Shields Community Volunteer Voting Anne-Seymour St. John Community Volunteer Voting David Tory Retired Voting Kent Wosepka Goldman Sachs Voting Board Demographics - Ethnicity African American/Black Asian American/Pacific Islander Caucasian 19 Hispanic/Latino Native American/American Indian Other Board Demographics - Gender Male 9

Female Unspecified 12 7 Board Information Board Term Lengths Number of Full Board Meetings Annually Written Board Selection Criteria? Written Conflict of Interest Policy? Percentage Making Monetary Contributions Constituency Includes Client Representation 3 11 No 1% Standing Committees Board Development / Board Orientation Capital Campaign Development / Fund Development / Fund Raising / Grant Writing / Major Gifts Investment 1

Financials Fiscal Year Fiscal Year Start Jan 1, 215 Fiscal Year End Dec 31, 215 Projected Revenue $1,41,. Projected Expenses $1,4,7. Endowment? Spending Policy Percentage Percentage 3% Credit Line? Reserve Fund? Months Reserve Fund Covers Detailed Financials Revenue and Expenses Fiscal Year 215 214 213 Total Revenue $7,437,716 $6,985,296 $4,999,85 Total Expenses $1,748,966 $1,582,263 $2,39,77 Revenue Sources Fiscal Year 215 214 213 Foundation and Corporation -- -- -- Contributions Government Contributions $85, $145, $ Federal -- -- -- State -- -- -- Local -- -- -- Unspecified $85, $145, -- Individual Contributions $6,61,462 $3,738,479 $4,19,659 Indirect Public Support -- -- -- Earned Revenue $425,683 $349,227 $357,29 Investment Income, Net of Losses $292,347 $2,717,547 $593,774 Membership Dues -- -- -- Special Events $33,224 $35,43 $29,28 Revenue In-Kind -- -- -- Other -- -- -- 11

Expense Allocation Fiscal Year 215 214 213 Program Expense $1,448,49 $1,264,376 $1,715,82 Administration Expense $92,17 $9,229 $94,579 Fundraising Expense $28,387 $227,658 $23,19 Payments to Affiliates -- -- -- Total Revenue/Total Expenses 4.25 4.41 2.45 Program Expense/Total Expenses 83% 8% 84% Fundraising Expense/Contributed Revenue 3% 6% 6% Assets and Liabilities Fiscal Year 215 214 213 Total Assets $4,533,645 $34,71,768 $32,384,837 Current Assets $3,141,729 $2,61,435 $1,391,65 Long-Term Liabilities $475, $ $9, Current Liabilities $134,711 $97,12 $13,863 Total Net Assets $39,923,934 $34,613,756 $31,38,974 Short Term Solvency Fiscal Year 215 214 213 Current Ratio: Current Assets/Current Liabilities 23.32 21.25 13.4 Long Term Solvency Fiscal Year 215 214 213 Long-Term Liabilities/Total Assets 1% % 3% Top Funding Sources Fiscal Year 215 214 213 Top Funding Source & Dollar Amount -- -- -- Second Highest Funding Source & Dollar -- -- -- Amount Third Highest Funding Source & Dollar Amount -- -- -- Capital Campaign Currently in a Capital Campaign? Goal $1. Comments Foundation Staff Comments Financial summary data in the charts and graphs above are per the organization's IRS Form 99s. Contributions from foundations and corporations are listed under individuals when the breakout was not available. Created 8.16.218. Copyright 218 The Boston Foundation 12