Little Traverse Conservancy 3264 Powell Road Non-Profit Org. Carlin Smith, Chair Harbor Springs, MI 49740-9469 U.S. POSTAGE PAID John A. Griffin, Vice Chair 231.347.0991 Conway, MI 49722 Michael J. FitzSimons, Secretary Forwarding Service Requested Permit No. 908 Joey Arbaugh Do Not Return John T. Baker James Bartlett Warner Blow Ian R.N. Bund Nadine Cain Michael Cameron board of trustees George Covington Marilyn Damstra Michael Dow Mary Driggs Mary H. Faculak Jeffrey S. Ford Gregg Garver Jim Gillingham Charles Dawley Carol Jackson Thomas C. Bailey Doug Fuller George Jury EXECUTIVE DIRECTOR staff Cindy Mom Paul Keiswetter Thomas Lagerstrom LAND STEWARDSHIP Dave Kring Marta Olson ASSOCIATE DIRECTOR Kieran Fleming Dianne Litzenburger Mark Paddock Mary Anne Griffin Jay Neff Lisa Loyd R. Hamilton Schirmer Cacia McClain C. T. Martin Ty Ratliff Marsha Tompkins ADMINISTRATIVE STAFF Neil Marzella Mary Ann VanLokeren LAND PROTECTION William T. McCormick Alison Berry Edward G. Voss Mikki Snyder VanVuren Harriet K. McGraw Melissa Hansen Patsy Warner EDITOR Rob Mossburg Joan Winston, Trustee Emeritus ENVIRONMENTAL EDUCATION Anne Fleming COMMUNICATIONS Little Traverse Conservancy 2009 Annual Report page - www.landtrust.org Offield Nature Preserve by Martin McReynolds Offield Nature Preserve LITTLE TRAVERSE CONSERVANCY, INC. SCHEDULE OF FINANCIAL POSITION BY FUND 2009 as of December 31, 2009 Land 12 LAND OPERATING PROTECTION ENDOWMENT TOTAL Protection REVENUES, SUPPORT AND INVESTMENT RESULTS: Projects Contributions and grants $1,064,249 $ 2,693,165 $ 7,000 $ 3,764,414 CHIPPEWA COUNTY Investment income 3,884 26,996 154,456 185,336 Realized net gain (loss) - (15,017) (67,511) (82,528) Unrealized gain (loss) on investments 695 77,611 904,226 982,532 Change in value of split-interest agreements - - 55,393 55,393 MACKINAC COUNTY Total revenues, support and 14 11 investment results 1,068,828 2,782,755 1,053,564 4,905,147 13 EXPENSES: Special land projects - 221,882 - 221,882 Project management and general 1,131,410 - - 1,131,410 Total expenses 1,131,410 221,882 - 1,353,292 Excess (deficiency) of revenues over expenses (62,582) 2,560,873 1,053,564 3,551,855 Transfer from (to) other funds 88,265 (50,000) (38,265) - 3 10 Transfer to governmental unit - (31,072) - (31,072) EMMET Change in net assets 25,683 2,479,801 1,015,299 3,520,783 COUNTY 4 NET ASSETS, January 1, 2009 999,010 59,819,254 5,866,011 66,684,275 9 8 7 6 NET ASSETS, December 31, 2009 $1,024,693 $62,299,055 $6,881,310 $70,205,058 CHEBOYGAN COUNTY 2 5 1 CHARLEVOIX COUNTY CHARLEVOIX COUNTY EMMET COUNTY MACKINAC COUNTY 1 Bear River State Assist 8 Offield Family Nature Preserve 13 Leopold Preserve addition 2 Inwood Creek Conservation Easement 9 Village of Alanson Assist 14 Pearson Creek Purchase of 3 Stoffregen Beaver Island Donation 10 Duncan Dobson Nature Preserve Development Rights CHEBOYGAN COUNTY CHIPPEWA COUNTY 4 Anonymous Easement Donation 11 Curtis Anderson Preserve 5 Eva and Vern Hanel Nature Preserve 12 James Donaldson Moore Preserve 6 Schirmer Conservation Easements 7 Mullett Lake State Assist Gray Treefrog on Marquette Island Bill Vander Roest Bill Vander Cover photo (front & back): Offield Nature Preserve by Martin McReynolds www.landtrust.org - 35 A huge thank you to the Little Traverse Conservancy’s from the chair & executive director Finance Committee. These revenue individuals work closely with AS WE REFLECT ON 2009, WE LOOK BEYOND THE HEADLINES AND ALL staff to “rally the troops” that the drama in what passes for “news” these days and note that the people of make this organization run. northern Michigan continued their steadfast support of land conservation. Membership donations, gifts of land and conservation easements, grants 2010 Finance Committee Grants & Special Donations from supportive foundations and memorial gifts all supported the Conser- Carol Jackson, Chair vancy’s efforts to protect land in 2009, along with our efforts to ensure that Vic Abnee 21% Chris and Cindy Baiardi protected land is used for environmental education and public recreation. John T. Baker Our Board of Trustees enacted a number of austerity measures, Mark and Caprice Baun Endowment 3% including a staff salary freeze and not replacing a retiring staff member. Gretchen Hildner Bearce These measures, stretching donors’ dollars as far as possible, enabled the Memorials & Honorariums Carlin Smith Ruth S. Bennett Conservancy to weather the economic storm with no reduction in service 4% Board Chair Trip and Emily Beynon Membership to our members, the public and schools. Thousands of people still enjoyed Wayne Blomberg 63% Other Income the beauty of the North through our preserves and protected properties, Jacques F. Bourdeau 9% H. Hewett Brown and thousands of school children still had opportunities to learn about the Gay Cummings outdoors in the outdoors. Allen and Jane Damschroder Thus, it seems to us that the real “news” in 2009 was that as families John and Celine Fox tightened their belts and dealt with the economic issues of the day, people Cathy Freebairn continued to place a high priority on protecting natural land for the enjoy- Jim Gillingham Annegret Goehring ment and education of us all. John and Jeri Griffin All of us in the Conservancy organization are grateful for your Tom and Judy Hanson support. From the Board of Trustees to the staff and our many dedicated Dannie Bea Hightower expenses volunteers, we thank you for your contributions which make our work Richard and Patti Hodge possible. We do our best to ensure that you get the greatest possible Tom Bailey Steve and Mary Holmes Executive Director Management return for your conservation dollar, and we hope you take great pride in John Hoshaw Jim and Betty Howe and General being part of the reason that we were able to protect more than 1,000 acres 8.1% of land in 2009. David and Heidi Janz Fundraising Thank you for your continued support, and for making it a priority to Marty and Susan Letts 8.2% Mary Liebner protect the scenic beauty and natural integrity of the North Country for Richard Lobenherz recreation, education, and the simple joy of seeing a beautiful landscape. Ric and Lisa Loyd Maureen Mayne Anne C. McClure Al and Pat Olofsson Mark and Ruth Paddock table of contents Jim and Janet Parker Jim and Linda Patterson land protection stories 4 Bill and Jane Petzold Program Services stewardship 8 Margaret Pittman 83% environmental education 10 Al and Mary Polk fi nance and membership 12 Dave Strawbridge Marilyn Twining fi nancial summary 14 Joan Winston Ken and Ginger Winter Roest gentian/Bill Vander Fringed www.landtrust.org - 3 34 - www.landtrust.org Mrs. Harriet Kenney Whitesel Ms. Suzanne Wingate Mrs. John W. Works Drs. Demetrios and Maria Zestos Leonard, Julie, Sam and Maddy Whitley Antoinette and Vince WinklerPrins Elizabeth, James, Carol, and Mr. and Mrs. Lee E. Zeunen Mr. Franklin P. Whitman Mr. and Mrs. Charles Winn William Wortley Family Frederick and Pamela Ziegel Gill and Audie Whitman Mike and Catherine Winnell Mr. F. Robert Woudstra Bob and Fran Zielsdorf Mr. Jeffrey J. Whitman Todd and Jennifer Winnell Mr. Jesse G. Wright Jr. Rev. Walter J. Ziemba Mrs. Julie C. Whitman Mr. and Mrs. Roger W. Winslow Ms. Joan F. Wright Mark Baker and Ellen Zienert Mr. and Mrs. Allen W. Whittemore Mr. and Mrs. William R. Winslow Mr. Joseph P. Wright Jr. Lonny and Sandy Zietz Mr. and Mrs. Thomas G. Whittingham Mrs. Mary J. Winter Mr. and Mrs. Stephen Wright Mr. and Mrs. Carl W. Zimmer land protection Mr. and Mrs. Mark Wibel Michael and Karen Winzloff Ms. Carole K. Wuerfel Howard and Virginia Zimmerman Rick and Toni Wibel Mr. and Mrs. Wayne D. Wipp Dr. and Mrs. Daniel E. Wujek Mr. Kurt D. Zimmerman Mr. and Mrs. Herbert F. Wickersham Mr. and Mrs. Terry L. Wiseman Mr. and Mrs. William Wyman Susan L. McClanahan and William Mr. and Mrs. Gerard W. Wickett James and Darcie Witherspoon Mr. and Mrs. Boris Yakima H. Zimmerman IV John and Jean Wickett Mr. and Mrs. Stephen S. Wittmann Mrs. Milton L. Yates Mr. and Mrs. Dale V. Zinn Ms. Mary Lou Wickowski Mr. Matthew T. Woehrmann William and Diane Yocum Mr. and Mrs. Francis R. Zobel Chris and Danna Widmar Mr. and Mrs. Ronald E. Woiteshek Mr. and Mrs. David G. Young Mr. and Mrs. John H. Zobus Adie and Mark Wieland Mr. and Mrs. Dennis Wojan Mr. and Mrs. Glen D. Young Douglas and Nancy Zoerhoff Mr. and Mrs. Peter Wiese John and Marilyn Wolf Jr. Mr. and Mrs. James G. Young Mr. and Mrs. David Lee Zorn Mr. W. Joe Wiesner Richard and Ellen Wolfe John and Anna Young Stephen and Erin Zucker Ms. Elisabeth A. Wiethorn Wolfe Family Charitable Foundation Mr. John G. Young Mr. and Mrs. Larry Wiethorn Mr. Dale Frederick Wolfgram Marcia VanderBroek and Kurt Young We do our best to maintain an Kurt and Phoebe Wietzke Larry and Janet Wolski Norm and Cheryl Young accurate, up-to-date list of donors Ms. Ann Wightman Bill and Katherine Wood Mr. and Mrs. Ralph Young and apologize for any errors or Mr. and Mrs. Robert B. Wikstrom Ms. Doreen Wood Tom and Sandy Youngblood omissions. Please call our office at Mr. Tyree G. Wilburn Ms. Kristin Wood The Yowell Family 231.347.0991 with any Dr. and Mrs. Timothy Wilcox Mrs. Stuart E. Wood Larry and Debi Zahn corrections. Dr. and Mrs. Steven G. Wildern Thomas W. and Martha Wood Dr. and Mrs. Louis R. Zako Jim and Ann Wilderom Ted and Diana Woodbridge John and Chris Zapalowski Dr. and Mrs. Robert Wiley Mr. and Mrs. Howard N.