OPACUM LAND TRUST

Protecting land, water, and wildlife for current and future generations.

aka Opacum, OLT | Sturbridge, MA | https://www.opacumlt.org/

GuideStar Charity Check

OPACUM LAND TRUST

EIN: 04-3501184

Contributions tax deductible
as of November 2023

IRS BMF 509(a)(2)
as of November 13, 2023

View summary

Charity Check report

Mission

Opacum Land Trust is a regional organization dedicated to the conservation of the natural and cultural resources of South-Central Massachusetts. These non-renewable resources are being lost at an alarming rate, and include historic & prehistoric sites, fertile farmland, lush, geen forests, river corridors, wetlands, watersheds, vernal pools, scenic vistas, and habitat for endangered species. The goal is to preserve the character of our communites, promote proactive conservation, and create viable wildlife corridors (greenways) to benefit all species.

Ruling year info

2000

Executive Director

Laney Wilder

Chief Operating Officer

Amy Connery

Main address

PO Box 233

Sturbridge, MA 01566 USA

Show more contact info

EIN

04-3501184

Subject area info

Environmental justice

Climate change

Natural resources

Biodiversity

Environmental education

Show more subject areas

Population served info

Children and youth

Adults

NTEE code info

Natural Resource Conservation and Protection (C30)

Land Resources Conservation (C34)

Forest Conservation (C36)

IRS subsection

501(c)(3) Public Charity

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

Tax forms

Show Forms 990

Communication

Programs and results

What we aim to solve

This profile needs more info.

If it is your nonprofit, add a problem overview.

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Land Conservation

Opacum Land Trust is able to conserve open space through donations or purchases of land or conservation easements. Opacum is currently working with landowners, municipalities, state agencies and other non-profits to acquire and permanently protect land.

Where we work

External reviews

Photos

How we listen

SOURCE: Self-reported by organization

Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.

We shared information about our current feedback practices.

How is your organization using feedback from the people you serve?

To identify bright spots and enhance positive service experiences, To make fundamental changes to our programs and/or operations, To inform the development of new programs/projects, To identify where we are less inclusive or equitable across demographic groups, To strengthen relationships with the people we serve, To understand people's needs and how we can help them achieve their goals
Which of the following feedback practices does your organization routinely carry out?
What challenges does the organization face when collecting feedback?

Financials

OPACUM LAND TRUST

Fiscal year: Jan 01 - Dec 31

Financial documents

Revenue vs. expenses: breakdown

SOURCE: IRS Form 990

NET GAIN/LOSS: in

Note: When component data are not available, the graph displays the total Revenue and/or Expense values.

Liquidity in 2021

SOURCE: IRS Form 990

3.84

Average of 54.94 over 10 years

Months of cash in 2021

SOURCE: IRS Form 990

29.7

Average of 24.4 over 10 years

Fringe rate in 2021

SOURCE: IRS Form 990

8%

Average of 5% over 10 years

Funding sources

Source: IRS Form 990

Assets & liabilities

Source: IRS Form 990

Financial data

SOURCE: IRS Form 990

Digitizing IRS form 990 data

OPACUM LAND TRUST

Revenue & expenses

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990 info

Fiscal year ending: Download Data

Revenue
Contributions	$299,477
Program Services	$0
Investments	$240
Special Events	$390
Sales	$0
Other	$0
Total Revenue	$300,107

Expenses
Grants	$0
Salaries & Employee Benefits	$0
Professional Fees	$4,470
Occupancy	$0
Printing, Publications, Postage, etc.	$1,050
Other Expenses	$25,594
Total Expenses	$31,114
Net Gain/Loss	$268,993

Revenue
Contributions	$276,525
Government Grants	$0
Program Services	$0
Investments	$24,856
Special Events	$1,524
Sales	$0
Other	$37
Total Revenue	$302,942

Expenses
Program Services	$12,966
Administration	$4,100
Fundraising	$0
Total Expenses	$17,066
Net Gain/Loss	$285,876

Functional expenses
Accounting Fees	$350
Advertising & Promotion	$24
Information Technology Expenses	$0
Insurance Expenses	$0
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$965
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

Revenue
Contributions	$26,292
Government Grants	$0
Program Services	$0
Investments	$21,066
Special Events	($1,821)
Sales	$0
Other	$0
Total Revenue	$45,537

Expenses
Program Services	$21,395
Administration	$2,256
Fundraising	$0
Total Expenses	$23,651
Net Gain/Loss	$21,886

Functional expenses
Accounting Fees	$795
Advertising & Promotion	$0
Information Technology Expenses	$0
Insurance Expenses	$0
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$3,488
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

Revenue
Contributions	$61,887
Government Grants	$0
Program Services	$0
Investments	$28,645
Special Events	($8,605)
Sales	$0
Other	$0
Total Revenue	$81,927

Expenses
Program Services	$36,944
Administration	$6,612
Fundraising	$0
Total Expenses	$43,556
Net Gain/Loss	$38,371

Functional expenses
Accounting Fees	$820
Advertising & Promotion	$0
Information Technology Expenses	$0
Insurance Expenses	$0
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$672
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

Revenue
Contributions	$57,898
Government Grants	$0
Program Services	$0
Investments	$30,665
Special Events	$1,010
Sales	$0
Other	$0
Total Revenue	$89,573

Expenses
Program Services	$38,814
Administration	$12,313
Fundraising	$9,137
Total Expenses	$60,264
Net Gain/Loss	$29,309

Functional expenses
Accounting Fees	$850
Advertising & Promotion	$0
Information Technology Expenses	$0
Insurance Expenses	$6,681
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$406
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

Revenue
Contributions	$45,426
Government Grants	$0
Program Services	$0
Investments	$31,983
Special Events	$248
Sales	$0
Other	$0
Total Revenue	$77,657

Expenses
Program Services	$46,329
Administration	$14,267
Fundraising	$11,821
Total Expenses	$72,417
Net Gain/Loss	$5,240

Functional expenses
Accounting Fees	$950
Advertising & Promotion	$0
Information Technology Expenses	$0
Insurance Expenses	$4,422
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$1,190
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

Revenue
Contributions	$77,880
Government Grants	$0
Program Services	$0
Investments	$32,166
Special Events	$4,638
Sales	$0
Other	$0
Total Revenue	$114,684

Expenses
Program Services	$87,677
Administration	$14,048
Fundraising	$16,601
Total Expenses	$118,326
Net Gain/Loss	($3,642)

Functional expenses
Accounting Fees	$1,000
Advertising & Promotion	$171
Information Technology Expenses	$0
Insurance Expenses	$5,721
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$9,063
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

Revenue
Contributions	$51,693
Government Grants	$49,500
Program Services	$0
Investments	$36,215
Special Events	$4,142
Sales	$0
Other	$0
Total Revenue	$141,550

Expenses
Program Services	$101,290
Administration	$16,448
Fundraising	$12,903
Total Expenses	$130,641
Net Gain/Loss	$10,909

Functional expenses
Accounting Fees	$1,250
Advertising & Promotion	$534
Information Technology Expenses	$0
Insurance Expenses	$5,864
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$5,902
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

Revenue
Contributions	$405,725
Government Grants	$56,987
Program Services	$0
Investments	$28,321
Special Events	$8,309
Sales	$0
Other	$43,194
Total Revenue	$542,536

Expenses
Program Services	$93,390
Administration	$19,461
Fundraising	$14,885
Total Expenses	$127,736
Net Gain/Loss	$414,800

Functional expenses
Accounting Fees	$1,250
Advertising & Promotion	$67
Information Technology Expenses	$0
Insurance Expenses	$6,094
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$9,946
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

Revenue
Contributions	$477,043
Government Grants	$37,135
Program Services	$0
Investments	$70,636
Special Events	$10,351
Sales	$3,565
Other	$0
Total Revenue	$598,730

Expenses
Program Services	$95,512
Administration	$23,628
Fundraising	$22,343
Total Expenses	$141,483
Net Gain/Loss	$457,247

Functional expenses
Accounting Fees	$1,500
Advertising & Promotion	$4,612
Information Technology Expenses	$0
Insurance Expenses	$5,620
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$4,382
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

Revenue
Contributions	$72,105
Government Grants	$0
Program Services	$46,546
Investments	$37,470
Special Events	$30,188
Sales	$93
Other	$0
Total Revenue	$186,402

Expenses
Program Services	$100,637
Administration	$57,330
Fundraising	$28,827
Total Expenses	$186,794
Net Gain/Loss	($392)

Functional expenses
Accounting Fees	$0
Advertising & Promotion	$700
Information Technology Expenses	$4,991
Insurance Expenses	$6,202
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$3,650
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

Revenue
Contributions	$118,421
Government Grants	$22,183
Program Services	$0
Investments	$34,395
Special Events	$4,250
Sales	$415
Other	$0
Total Revenue	$179,664

Expenses
Program Services	$78,322
Administration	$25,714
Fundraising	$15,697
Total Expenses	$119,733
Net Gain/Loss	$59,931

Functional expenses
Accounting Fees	$3,700
Advertising & Promotion	$974
Information Technology Expenses	$3,196
Insurance Expenses	$6,264
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

Revenue
Contributions	$414,936
Government Grants	$39,437
Program Services	$0
Investments	$29,521
Special Events	$10,106
Sales	$140
Other	$0
Total Revenue	$494,140

Expenses
Program Services	$172,732
Administration	$35,863
Fundraising	$17,975
Total Expenses	$226,570
Net Gain/Loss	$267,570

Functional expenses
Accounting Fees	$2,700
Advertising & Promotion	$820
Information Technology Expenses	$3,328
Insurance Expenses	$5,584
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$34,283
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

OPACUM LAND TRUST

Balance sheet

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990 info

The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.

Fiscal year ending: Download Data

Assets	Jan 01, 2008	Dec 31, 2008	Change
Contributions	$299,477
Cash & Equivalents	$51,913	$62,434	$10,521
Fixed Assets (LBE - Depreciation)	$0	$0	$0
Other	$365,729	$624,229	$258,500
Total Assets	$417,642	$686,663	$269,021

Liabilities	Jan 01, 2008	Dec 31, 2008	Change
Total Liabilities	$0	$0	$0

Fund balance	Jan 01, 2008	Dec 31, 2008	Change
Net Assets	$417,642	$686,663	$269,021

Assets	Jan 01, 2010	Dec 31, 2010	Change
Contributions	$276,525
Cash & Equivalents	$63,839	$276,415	$212,576
Accounts Receivable	$0	$0	$0
Pledges & Grants Receivable	$0	$0	$0
Receivable, Other	$0	$0	$0
Inventories for Sale or Use	$0	$0	$0
Investment, Securities	$0	$0	$0
Investment, Other	$0	$0	$0
Fixed Assets (LBE - Depreciation)	$0	$0	$0
Other	$624,229	$697,529	$73,300
Total Assets	$688,068	$973,944	$285,876

Liabilities	Jan 01, 2010	Dec 31, 2010	Change
Accounts Payable	$0	$0	$0
Grants Payable	$0	$0	$0
Deferred Revenue	$0	$0	$0
Loans and Notes	$0	$0	$0
Tax-Exempt Bond Liabilities	$0	$0	$0
Other	$0	$0	$0
Total Liabilities	$0	$0	$0

Fund balance	Jan 01, 2010	Dec 31, 2010	Change
Temporarily Restricted Net Assets	$131,727	$184,727	$53,000
Permanently Restricted Net Assets	$492,502	$512,502	$20,000
Total Restricted Net Assets	$624,229	$697,229	$73,000
Unrestricted Net Assets	$63,839	$276,715	$212,876
Net Assets	$688,068	$973,944	$285,876

Assets	Jan 01, 2011	Dec 31, 2011	Change
Contributions	$26,292
Cash & Equivalents	$276,415	$298,301	$21,886
Accounts Receivable	$0	$0	$0
Pledges & Grants Receivable	$0	$0	$0
Receivable, Other	$0	$0	$0
Inventories for Sale or Use	$0	$0	$0
Investment, Securities	$0	$0	$0
Investment, Other	$0	$0	$0
Fixed Assets (LBE - Depreciation)	$0	$0	$0
Other	$697,529	$697,529	$0
Total Assets	$973,944	$995,830	$21,886

Liabilities	Jan 01, 2011	Dec 31, 2011	Change
Accounts Payable	$0	$0	$0
Grants Payable	$0	$0	$0
Deferred Revenue	$0	$0	$0
Loans and Notes	$0	$0	$0
Tax-Exempt Bond Liabilities	$0	$0	$0
Other	$0	$0	$0
Total Liabilities	$0	$0	$0

Fund balance	Jan 01, 2011	Dec 31, 2011	Change
Temporarily Restricted Net Assets	$184,727	$131,727	-$53,000
Permanently Restricted Net Assets	$512,502	$512,502	$0
Total Restricted Net Assets	$697,229	$644,229	($53,000)
Unrestricted Net Assets	$276,715	$351,601	$74,886
Net Assets	$973,944	$995,830	$21,886

Assets	Jan 01, 2012	Dec 31, 2012	Change
Contributions	$61,887
Cash & Equivalents	$198,301	$133,272	($65,029)
Accounts Receivable	$0	$0	$0
Pledges & Grants Receivable	$0	$0	$0
Receivable, Other	$0	$0	$0
Inventories for Sale or Use	$0	$0	$0
Investment, Securities	$0	$103,400	$103,400
Investment, Other	$100,000	$100,000	$0
Fixed Assets (LBE - Depreciation)	$0	$0	$0
Other	$697,529	$697,529	$0
Total Assets	$995,830	$1,034,201	$38,371

Liabilities	Jan 01, 2012	Dec 31, 2012	Change
Accounts Payable	$0	$0	$0
Grants Payable	$0	$0	$0
Deferred Revenue	$0	$0	$0
Loans and Notes	$0	$0	$0
Tax-Exempt Bond Liabilities	$0	$0	$0
Other	$0	$0	$0
Total Liabilities	$0	$0	$0

Fund balance	Jan 01, 2012	Dec 31, 2012	Change
Temporarily Restricted Net Assets	$131,727	$185,027	$53,300
Permanently Restricted Net Assets	$512,502	$512,502	$0
Total Restricted Net Assets	$644,229	$697,529	$53,300
Unrestricted Net Assets	$351,601	$336,672	($14,929)
Net Assets	$995,830	$1,034,201	$38,371

OPACUM LAND TRUST

Financial trends analysis Glossary & formula definitions

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990 info

This snapshot of OPACUM LAND TRUST’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.

Created in partnership with

Fiscal year: Jan 01 - Dec 31 View full report Download data

Business model indicators

Profitability	2017	2018	2019	2020	2021
Unrestricted surplus (deficit) before depreciation	$152,300	-$75,890	$29,647	$53,827	$313,917
As % of expenses	119.2%	-53.6%	15.9%	45.0%	138.6%
Unrestricted surplus (deficit) after depreciation	$152,300	-$75,890	$29,647	$53,827	$313,917
As % of expenses	119.2%	-53.6%	15.9%	45.0%	138.6%

Revenue composition
Total revenue (unrestricted & restricted)	$542,536	$598,730	$186,402	$179,664	$494,140
Total revenue, % change over prior year	283.3%	10.4%	-68.9%	-3.6%	175.0%
Program services revenue	0.0%	0.0%	25.0%	0.0%	0.0%
Membership dues	0.0%	0.0%	0.0%	0.0%	0.0%
Investment income	1.4%	0.8%	5.6%	3.8%	0.4%
Government grants	10.5%	6.2%	0.0%	12.3%	8.0%
All other grants and contributions	76.3%	81.4%	54.9%	68.3%	86.0%
Other revenue	11.8%	11.5%	14.5%	15.6%	5.6%

Expense composition
Total expenses before depreciation	$127,736	$141,483	$186,794	$119,733	$226,570
Total expenses, % change over prior year	-2.2%	10.8%	32.0%	-35.9%	89.2%
Personnel	61.8%	58.9%	62.5%	100.4%	52.9%
Professional fees	9.5%	10.0%	16.5%	26.7%	28.2%
Occupancy	2.9%	0.4%	2.0%	3.0%	1.6%
Interest	0.0%	0.0%	0.0%	0.0%	0.0%
Pass-through	0.0%	0.0%	0.0%	0.0%	5.4%
All other expenses	25.7%	30.6%	19.0%	-30.0%	11.9%

Full cost components (estimated)	2017	2018	2019	2020	2021
Total expenses (after depreciation)	$127,736	$141,483	$186,794	$119,733	$226,570
One month of savings	$10,645	$11,790	$15,566	$9,978	$18,881
Debt principal payment	$0	$0	$0	$0	$0
Fixed asset additions	$0	$0	$0	$0	$571,371
Total full costs (estimated)	$138,381	$153,273	$202,360	$129,711	$816,822

Capital structure indicators

Liquidity	2017	2018	2019	2020	2021
Months of cash	29.3	24.6	16.3	28.4	29.7
Months of cash and investments	49.5	47.5	36.1	60.0	47.8
Months of estimated liquid unrestricted net assets	48.9	33.9	27.6	48.4	12.0

Balance sheet composition	2017	2018	2019	2020	2021
Cash	$312,420	$289,699	$253,951	$282,934	$561,314
Investments	$215,011	$270,748	$307,828	$316,187	$340,933
Receivables	$0	$0	$27,000	$14,285	$48,205
Gross land, buildings, equipment (LBE)	$0	$0	$0	$0	$571,371
Accumulated depreciation (as a % of LBE)	0.0%	0.0%	0.0%	0.0%	0.0%
Liabilities (as a % of assets)	7.9%	7.1%	35.9%	21.4%	13.8%
Unrestricted net assets	$520,788	$399,898	$429,545	$483,372	$797,289
Temporarily restricted net assets	$185,027	$0	N/A	N/A	N/A
Permanently restricted net assets	$785,002	$1,503,165	N/A	N/A	N/A
Total restricted net assets	$970,029	$1,503,165	$1,123,276	$1,136,276	$516,257
Total net assets	$1,490,817	$1,903,063	$1,552,821	$1,619,648	$1,313,546

Key data checks

Key data checks	2017	2018	2019	2020	2021
Material data errors	No	No	No	No	No

Operations

The people, governance practices, and partners that make the organization tick.

Documents

Letter of Determination

Form 1023/1024 is not available for this organization

Executive Director

Laney Wilder

Chief Operating Officer

Amy Connery

Number of employees

Source: IRS Form 990

OPACUM LAND TRUST

Officers, directors, trustees, and key employees

SOURCE: IRS Form 990

Compensation

Other

Show data for fiscal year

Compensation data

Download up to 5 most recent years of officer and director compensation data for this organization

There are no highest paid employees recorded for this organization.

OPACUM LAND TRUST

Board of directors
as of 07/06/2023

SOURCE: Self-reported by organization

Board of directors data

Download the most recent year of board of directors data for this organization

Board chair

Leslie Duthie

No Affiliation

Alan F. Smith

No Affiliation

Leslie A. Duthie

No Affiliation

Jennifer V. Morrison- Dominguez

No Affiliation

Howie Fife

No Affiliation

Scott Gerrish

Felicia Hubacz

Marita Tasse

Christopher DeBruin

Glenn Colburn

Jeff Burdick

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

Board orientation and education
Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? No
CEO oversight
Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes
Ethics and transparency
Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
Board composition
Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? No
Board performance
Has the board conducted a formal, written self-assessment of its performance within the past three years? No

Organizational demographics

SOURCE: Self-reported; last updated 11/17/2021

Candid has made improvements to the race and ethnicity options.

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.

Leadership

The organization's leader identifies as:

Race & ethnicity

White/Caucasian/European

Gender identity

Female, Not transgender (cisgender)

Disability status

Person without a disability

The organization's co-leader identifies as:

Race & ethnicity

White/Caucasian/European

Gender identity

Female, Not transgender (cisgender)

Disability status

Person without a disability

Race & ethnicity

No data

Gender identity

No data

Sexual orientation

No data

Disability

No data

OPACUM LAND TRUST

Protecting land, water, and wildlife for current and future generations.

Mission

Is this your nonprofit?

Programs and results

What we aim to solve

This profile needs more info.

Our programs

Land Conservation

Where we work

How we listen

Financials

Financial documents

Revenue vs. expenses: breakdown

Liquidity in 2021 info

3.84

Months of cash in 2021 info

29.7

Fringe rate in 2021 info

8%

Funding sources info

Assets & liabilities info

Financial data

Digitizing IRS form 990 data

OPACUM LAND TRUST

OPACUM LAND TRUST

OPACUM LAND TRUST

Business model indicators

Capital structure indicators

Key data checks

Operations

Documents

Executive Director

Laney Wilder

Chief Operating Officer

Amy Connery

Number of employees

OPACUM LAND TRUST

Compensation data

OPACUM LAND TRUST

Board of directors data

Leslie Duthie

Board leadership practices

Board orientation and education

CEO oversight

Ethics and transparency

Board composition

Board performance

Organizational demographics

Leadership

Race & ethnicity

Gender identity

Sexual orientation

Disability

Liquidity in 2021

Months of cash in 2021

Fringe rate in 2021

Funding sources

Assets & liabilities