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Annual report

A plain report to landowners and partners on the district's year: work done, money in and out, and what comes next.

A starting draft, not legal advice. Have your attorney or agency review before use.

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Rules on this topic differ by state. Check your state's law before you use this template.

[District name] Annual Report, Fiscal Year [Fiscal year]

Serving [County or area served]. Presented on [Meeting date].

1. A note from the board

This report sums up what [District name] did during fiscal year [Fiscal year]. It covers the conservation work we helped landowners finish, the education we offered, the partners we worked with, and how we used our funds. We write it for the landowners, residents and partners who make this work possible.

Write two or three sentences here about the year in your own words: a highlight, a challenge, and a thank-you.

2. Who we are

[District name] is a local conservation district led by a volunteer board of directors. Our staff and partners give landowners technical help, education and access to cost-share programs. We do not regulate land use. We help people who choose to take on conservation work.

  • Board chair: [Board chair]
  • Other directors and their roles: ____________________
  • Staff lead: [District manager]
  • Other staff and shared partner staff: ____________________

3. Conservation work this year

List the main kinds of work the district helped with. Give counts only from your own records.

  • Cropland and soil health practices: ______ projects, ______ acres
  • Grazing and pasture practices: ______ projects, ______ acres
  • Water quality and streambank work: ______ projects
  • Forestry, wildlife or pollinator work: ______ projects
  • Urban, community or other work: ______ projects
  • Landowner site visits and technical help requests: ______

4. Education and outreach

  • Workshops, field days and tours held: ______
  • School and youth programs: ______
  • Newsletters, news items and other outreach: ______

5. Partners

Name the agencies, local governments, groups and businesses that worked with the district this year, and one line on what each helped with.

6. Finances

These figures summarize the district's books for fiscal year [Fiscal year]. Use the totals from your treasurer's reports and your audit or financial review.

  • Beginning balance: $______
  • Receipts (local, state, federal, grants, sales and other): $______
  • Spending (staff, programs, office, equipment and other): $______
  • Ending balance: $______

The full financial statement and audit or review report are available on request from the district office at [Office contact].

State rules

Other state: check your state's rules.

7. Looking ahead

Describe the district's top priorities for next year and how landowners can get involved. Point readers to the annual work plan for detail.

[Board chair], Board chair

Date

[District manager], District manager

Date

A starting draft, not legal advice. Have your attorney or agency review before use.

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