2024-11-15T11:26:44-06:00 2023-12-31 910870697 AIKEN & SANDERS INC PS 324 S MAIN ST UNIT A MONTESANO WA 985634502 990 2023-01-01 911078355 THE SAN JUAN PRESERVATION TRUST SANJ 3603782461 PO BOX 759 FRIDAY HARBOR WA 98250 ERIK ANDERSON TREASURER 3603782461 2024-11-14 0 TERRY D SODDERS CPA P00003151 3605333370 2023 2024-10-15 13:58:12Z BARBARA ROSENKOTTER PO BOX 759 FRIDAY HARBOR WA 98250 25014804 0 X WWW.SJPT.ORG X 1979 WA LAND CONSERVATION & EDUCATION IN THE SAN JUAN ARCHIPELAGO HAS PERMANENTLY PROTECTED 299 PROPERTIES, 51 MILES OF SHORELINE & 18,700 ACRES ON 22 ISLANDS. 16 16 26 149 0 0 7165147 14855466 0 0 646584 1049267 34230 55266 7845961 15959999 6700 8000 0 0 1435145 1640894 0 0 405093 4502644 10806044 5944489 12454938 1901472 3505061 63374031 67192748 1510298 95964 61863733 67096784 LAND CONSERVATION AND EDUCATION IN THE SAN JUAN ARCHIPELAGO. 0 0 9974977 EASEMENTS & ACQUISITIONS - EFFORTS TO PRESERVE LAND THROUGH PURCHASE OR GIFTS OF LAND & LAND CONSERVATION EASEMENTS. IN 2023, ACQUIRED 2 CONSERVATION EASEMENT TRANSACTIONS. 375980 8000 EXTERNAL EDUCATION - WRITTEN MATERIALS, DISPLAYS, WEB SITE, NEWSLETTERS, LECTURES, SLIDE SHOWS AND VIDEOS, LOCAL SCHOOL CLASSROOM PRESENTATIONS CONDUCTED HABITAT ASSESSMENTS FOR LANDOWNERS, AND HELD EDUCATIONAL COMMUNITY EVENTS ON OUR PROPERTIES. 1010890 LAND STEWARDSHIP - OVERSIGHT & PROTECTION OF TRUST LAND & CONSERVATION EASEMENTS BY MONITORING & RESTORATION OF NATURAL HABITAT. AT YEAR-END 2023, THE TRUST HELD 251 EASEMENTS & OWNED 75 LAND PRESERVES BEFORE OVERLAPS, COVERING 18,768 ACRES & 51 MILES OF SHORELINE ON 22 ISLANDS. CONTINUED PROGRAM REINTRODUCING WESTERN BLUEBIRD TO SAN JUAN ISLANDS. 11361847 1 1 0 0 0 0 1 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 29 0 1 26 1 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WA X THE ORGANIZATION 3603782461 PO BOX 759 FRIDAY HARBOR WA 98250 BARBARA ROSENKOTTER PRESIDENT 3.00 X X 0 0 0 ERIC BECKMAN MEMBER 1.00 X 0 0 0 ERIK ANDERSON TREASURER 2.00 X X 0 0 0 SARAH HART SECRETARY 2.00 X X 0 0 0 NANCY GREENE VICE PRESIDENT 2.00 X X 0 0 0 TOM COWAN MEMBER 1.00 X 0 0 0 GEOFF DUNBAR MEMBER 1.00 X 0 0 0 JOE HERRIN MEMBER 1.00 X 0 0 0 JOHN HOWELL MEMBER 1.00 X 0 0 0 JACK GROBAN MEMBER 1.00 X 0 0 0 DAVID DUGGINS MEMBER 1.00 X 0 0 0 PETE KILPATRICK MEMBER 1.00 X 0 0 0 MARK JOHNSEN MEMBER 1.00 X 0 0 0 ROBIN REID MEMBER 1.00 X 0 0 0 JUDY MEYER MEMBER 1.00 X 0 0 0 PHIL SHERBURNE MEMBER 1.00 X 0 0 0 ANGELA ANDERSON EXECUTIVE DIRECTOR 40.00 X 143288 0 4005 KRISTIN BUCKLEY EMPLOYEE 40.00 X 103635 0 2920 246923 0 6925 2 0 0 0 0 465953 14389513 8777818 14855466 474701 474701 55266 0 55266 55266 55266 9214165 415206 9054805 0 159360 415206 574566 574566 15959999 0 0 1104533 8000 8000 147293 88376 29459 29458 1240754 769281 264010 207463 31982 19835 6809 5338 103184 63762 21819 17603 117681 72202 24198 21281 52658 49021 3474 163 27900 27900 52486 52486 278856 83231 122699 72926 4796 395 885 3516 52802 29074 14850 8878 188282 144105 30186 13991 35300 26731 1612 6957 52773 21044 19911 11818 23149 23149 141172 127544 12781 847 91969 66562 21004 4403 EASEMENT PURCHASE 9564398 9564398 PROPERTY MAINTENANCE 228527 205087 23440 DUES & SUBSCRIPTIONS 10976 50 10475 451 12454938 11361847 687998 405093 106660 13 4100426 5950261 107108 94876 42510 166055 47426278 840961 46346947 46585317 12670380 14396226 63374031 67192748 110298 95964 1400000 1510298 95964 X 53490073 57336664 8373660 9760120 61863733 67096784 63374031 67192748 3505061 1727990 0 X X 0 1 X 1 0 X 4316928 13255968 2769010 7845961 15485298 43673165 4316928 13255968 2769010 7845961 15485298 43673165 10576366 33096799 308153 273759 289175 364054 529967 1765108 30000 30000 45468273 0.72790 0.47470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 251 18768.00 1 1 3053.00 193654 7778104 50854 1424281 288723 8964516 9736408 5552 -1705998 257858 7778104 8547105 68100 1360584 239381 9736408 7541968 1048 1196722 192633 8547105 6262116 110710 1359996 190854 7541968 0.18000 0.45000 0.37000 0 0 43318438 43318438 3618459 644553 2973906 378855 196408 182447 110526 110526 46585317 17635503 1727990 1727990 15907513 52486 52486 15959999 12402452 0 12402452 52486 52486 12454938 PART II, LINE 9: CONS EASEMENTS ARE NOT VALUED ON INCOME STATEMENT OR BALANCE SHEET. PURCHASED CONSERVATION EASEMENTS ARE EXPENSED. CONSERVATION EASEMENTS ARE VALUED AT 'ZERO DOLLAR VALUE' IN THE TRUST FINANCIAL RECORDS AS THEY CARRY NO RIGHTS OF AFFIRMATIVE USE OR ACCESS EXCEPT FOR MONITORING PURPOSES, AND CONSTITUTE AN OBLIGATION OF THE TRUST TO MAINTAIN AND DEFEND THEM. PART V, LINE 4: EARNINGS FROM GENERAL ENDOWMENT - AVAILABLE FOR GENERAL USE. EARNINGS AND/OR PRINCIPAL FROM SPECIAL ENDOWMENT 1 AVAILABLE ONLY FOR LAND-SPECIFIC STEWARDSHIP NEEDS. EARNINGS FROM SPECIAL ENDOWMENTS 2, 3, & 4 ARE AVAILABLE FOR LAND-SPECIFIC STEWARDSHIP NEEDS. 1 SCHOLARSHIPS 4 8000 FMV PART I, LINE 2: THE ORGANIZATION KEEPS RECORDS FOR EACH GRANT AND SCHOLARSHIP RECIPIENT AND THE ORGANIZATION MAKES PAYMENTS DIRECTLY TO QUALIFIED VENDORS RATHER THAN TO THE RECIPIENT. PROGRAM STAFF FOLLOW UP WITH RECIPIENTS TO ENSURE COMPLIANCE WITH TERMS OF GRANTS AND ASSISTANCE. X 2 8774300 APPRAISED VALUE X DONATED SERVICES 1 3518 FMV 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B AFTER REVIEW BY EXECUTIVE DIRECTOR AND TREASURER, FULL BOARD OF TRUSTEES IS GIVEN COPY OF FORM 990 FOR THEIR REVIEW BEFORE THE RETURN IS SUBMITTED. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO ALL NEW TRUSTEES. DISCLOSURE UPDATES ARE REQUIRED ANNUALLY. TRUSTEES WITH POTENTIAL CONFLICTS OF INTEREST ON SPECIFIC PROJECT DECISIONS DO NOT PARTICIPATE IN DECISIONS ON THAT PROJECT. FORM 990, PART VI, SECTION B, LINE 15A FOLLOWING A REVIEW OF COMPARABLE AND INPUT FROM THE BOARD OF TRUSTEES, THE BOARD EXECUTIVE COMMITTEE RECOMMENDS CHANGES TO THE EXECUTIVE DIRECTOR'S COMPENSATION PACKAGE TO THE FULL BOARD. THIS RECOMMENDATION THEN REQUIRES APPROVAL BY THE FULL BOARD. FORM 990, PART VI, SECTION C, LINE 18 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FROM MAIN TRUST OFFICE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FROM MAIN TRUST OFFICE. PART XII LINE 2C THE PROCESS HAS NOT CHANGED FROM PREVIOUS YEAR.