2023-03-17T12:03:20-07:00 2022-06-30 872509602 Sun Mountain Consulting LLC 5689 Knight Rd Bellingham WA 98226 990 2021-07-01 911246994 WHATCOM LAND TRUST WHAT 3607331010 PO Box 6131 Bellingham WA 982276131 Jennifer Wright Board Treasurer 3607331010 2023-02-08 1 Kelsey Bedient P01981216 7199635863 2023-02-08 X 0 11 0 AAL2 2021 2023-04-26 12:10:37Z Jennifer Wright PO Box 6131 Bellingham WA 982276131 2578624 0 X www.whatcomlandtrust.org X 1984 WA Land conservation and stewardship. 13 13 20 300 0 0 2678391 2374899 482506 60057 97369 136537 26752 -10019 3285018 2561474 0 0 0 0 580347 588280 0 0 97248 389726 463545 970073 1051825 2314945 1509649 29894444 31375042 786895 1032449 29107549 30342593 The mission of the Whatcom Land Trust is to preserve and protect wildlife habitat, scenic, agricultural and open space lands in Whatcom County for future generations by securing interests in land and promoting land stewardship. 0 0 338756 0 0 Legal securement of land - Permanent land protections are secured through outright purchases, gifts and transfers, including those that have created 15 parks and preserves, the establishment of conservation easements for farmland, wildlife habitat, and other purposes. In fiscal year 2022, Whatcom Land Trust secured 178.86 new acres for a total of 15,710 of acres protected. 241129 0 67188 Land stewardship and restoration that increase landscape connectivity, improve ecosystem biodiversity and restore natural systems to support the recovery of key fish and wildlife species. In fiscal year 2022, the Trust monitored, managed, and reported on 6,000 acres of Trust-owned property across Whatcom County; worked with over 100 Conservation Easement landowners across 9,700 acres to uphold easements, monitor, and report for annual records; hosted over 25 stewardship volunteer events on Trust properties to restore habitat through invasive plant removal, native plant installation, and other management needs; assessment and restoration design completed for new California Creek properties - Blaine Road, Bridge Way, and Fleet Road; completed final surveys and majority of permit applications for development of the Harrison Reserve Outdoor Educational Project aiming to equitably get students in an outdoor learning environment while improving the wetland habitat. 93014 0 0 Community engagement in conservation action - We educate community members on Whatcom Land Trust's work through storytelling, events, digital engagement tools and outreach. We highlight the impacts of conservation and stewardship projects on overall ecosystem health with a focus on climate resilience and inspiring meaningful connections between people and land. Engagement tools establish clear pathways for community members to grow involvement with the organization through education, volunteer opportunities and giving. In fiscal year 2022, Whatcom Land Trust organized the following community engagement activities: Digital and Print Engagement: -Monthly E-Newsletters to 3,500 subscribers including updates on conservation milestones and ongoing restoration work. -Management of social media channels 1,500 Instagram followers 2,800 Facebook followers -Production of consistent printed communication with donors and volunteers supporting giving campaigns -Targeted outreach and advertising campaigns supporting Stewardship and Conservation events. In-Person Events: -Spring Benefit Gala (The Land in Our Hands) -Weekly stewardship work parties to engage volunteers 0 0 0 672899 1 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 8 0 1 20 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WA X Whatcom Land Trust 3607331010 PO Box 6131 Bellingham WA 982276131 Gabe Epperson Executive Director 40 0 X 95150 0 6476 Hall Walker President 5 0 X X 0 0 0 David Brown Vice President 1 0 X X 0 0 0 Jennifer Wright Treasurer 1 0 X X 0 0 0 Lynne Givler Secretary 1 0 X X 0 0 0 Lynn Berman Director 1 0 X 0 0 0 Rand Jack Director 1 0 X 0 0 0 John D Onofrio Director 1 0 X 0 0 0 Jason Hatch Director 1 0 X 0 0 0 Laughlan Clark Director 1 0 X 0 0 0 Chris Moench Director 1 0 X 0 0 0 Steve Hollenhorst Director 1 0 X 0 0 0 Barbara Matilsky Director 1 0 X 0 0 0 Jennifer Parker Director 1 0 X 0 0 0 95150 0 6476 1 0 0 0 0 0 0 89799 0 1298520 986580 303725 2374899 Conservation reserve enhancement program 813312 47141 47141 0 0 WWU work study 813312 12916 12916 0 0 0 0 0 0 60057 136537 0 0 136537 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 89799 17150 -17150 0 -17150 7131 7131 0 0 7131 2561474 67188 0 119387 101626 75203 10163 16260 394043 187081 165661 41301 11271 8829 1194 1248 34668 28617 1755 4296 46672 33400 9222 4050 103051 36870 56191 9990 29991 26847 2617 527 7070 3889 461 2720 5501 2406 1978 1117 9572 4375 4183 1014 8672 4990 2530 1152 5276 3072 1732 472 8834 6772 1426 636 25470 23416 973 1081 0 11076 6867 2437 1772 37519 27819 7783 1917 Land acquisition costs 38202 38202 0 0 Property preservation and maintenance 14583 13696 783 104 Property development 95370 95370 0 0 Property taxes 37181 33660 3521 0 26177 11518 7068 7591 1051825 672899 281678 97248 2234438 1245573 412296 2160308 25511 228451 20568 20375 19597 16021 26461849 146039 25698416 26315810 1142354 1367369 292995 48269 21135 29894444 31375042 83368 65627 703527 161822 805000 786895 1032449 X 6872318 8660090 22235231 21682503 29107549 30342593 29894444 31375042 1509649 -267994 0 0 -6611 0 X 0 1 X 1 0 X 2134492 1603395 2174303 2678391 2374899 10965480 2134492 1603395 2174303 2678391 2374899 10965480 1538310 9427170 22624 38670 54606 100134 136537 352571 4598 7004 5412 7131 24145 11342196 1042930 0.83116 0.8078 X Schedule A, Part II, Line 10 Rebates and other miscellaneous income. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 108 9833 0 0 1 1 1 1800 43536 0 25688233 297360 25985593 0 393076 72434 320642 0 0 0 0 0 14590 14590 0 0 68590 59015 9575 26315810 2342629 -267994 31999 0 0 -235995 2578624 0 -17150 -17150 2561474 1100974 31999 0 0 0 31999 1068975 0 -17150 -17150 1051825 Schedule D, Part II, Line 3 One easement was transferred to the forest service and designated a wilderness area. Schedule D, Part II, Line 5 A property steward visits every property managed by the Trust at least once annually and a site visit form is completed and retained. Land management issues are responded to as they arise. A memorandum of record is drafted for any issues and responses as they occur. If the Trust discovers that a conservation easement has been violated, an enforcement team will be established to investigate and determine courses of action for ongoing violations to include include legal action, if necesssary. Schedule D, Part II, Line 9 Purchased easements are stated at cost, the tax-assessed value, or fair market value at the date of purchase. Donated easements are not reflected on the financial statements as no value has been assigned. Schedule D, Part XI, Line 4b Fundraising event direct expenses Schedule D, Part XII, Line 4b Fundraising event direct expenses Spring Gala 114799 114799 0 0 0 0 0 0 17150 0 0 114799 114799 0 0 0 0 0 0 17150 17150 -17150 X 8 303725 Fair market value 0 0 1 0 Form 990, Part VI, Section A, Line 7a The Executive Committee of the board of directors has the exclusive authority to nominate and elect new board members. Form 990, Part VI, Section B, Line 11b The 990 return shall be presented to the finance committee for review and comment and available for review by the full membership of the board of directors before it is filed. Form 990, Part VI, Section B, Line 12c Whatcom Land Trust's policy covers any insider. An insider is any Whatcom Land Trust board member, employee or substantial contributor, or parties related to any of the above, those have an ability to influence decisions of the organization, and those with information not available to the general public. Upon suspecting or learning of a conflict or potential conflict of interest, a board member or employee must immediately notify an officer or other board member of this conflict and disclose its nature and extent. The conflicted or potentially conflicted party shall not be present for discussions or votes concerning the subject matter at issue, except as specifically provided by the policy. Review of the policy by the board is completed annually. Form 990, Part VI, Section B, Line 15 The Executive Committee of the board of directors meets once a year to determine the Executive Director's compensation based upon an informal study and inquiry of others. Form 990, Part VI, Section C, Line 19 Governing documents, policies, and financial statements are made available upon request. Change in service providers, which delayed determining who was responsible for filing the extension resulting in an extension not being timely filed.