2023-09-26T16:42:07-04:00 2022-12-31 451178132 Avlon Finance Inc PS 303 Potter Street Bellingham WA 98225 990 2022-01-01 911785342 LUMMI ISLAND HERITAGE TRUST LUMM PO BOX 158 LUMMI ISLAND WA 982621158 SCOTT JOSIAH CHAIR 3607587997 2023-09-26 true SCOTT JOSIAH Lionel Thompson P00537979 3606039537 2023-09-26 0 00 AAL1 IAL1 2022 2023-04-26 12:10:37Z SCOTT JOSIAH 315609 false X WWW.LIHT.ORG X 1997 WA TO CREATE A LEGACY OF ABUNDANT OPEN SPACE, NATIVE HABITAT, AND NATURAL RESOURCES ON LUMMI ISLAND BY INSPIRING PEOPLE TO PROTECT AND CARE FOR THE ISLANDS FARMS, FORESTS, WETLANDS, AND SHORELINES FOREVER. 12 12 6 112 0 0 2000581 222678 0 100080 86877 4938 2982 2105599 312537 0 0 163126 168043 0 35145 397783 260576 560909 428619 1544690 -116082 11865974 10752799 553596 557418 11312378 10195381 TO CREATE A LEGACY OF ABUNDANT OPEN SPACE, NATIVE HABITAT, AND NATURAL RESOURCES ON LUMMI ISLAND BY INSPIRING PEOPLE TO PROTECT AND CARE FOR THE ISLANDS FARMS, FORESTS, WETLANDS, AND SHORELINES FOREVER. false false 211326 STEWARDSHIP: THE TRUST MANAGED AND INSPECTED ALL LAND TRUST FEE-HELD PROPERTIES (508 ACRES) AND MONITORED ITS 16 PRIVATE EASEMENTS (293 ACRES). REMOVED INVASIVE SPECIES, MAINTAINED PUBLIC TRAILS, AND UPDATED MANAGEMENT PLANS. IN 2022 THE TRUST BEGAN AN AFFORESTATION PROJECT IN THE CURRY PRESERVE, REPAIRED DAMAGE TO THE BAKER PRESERVE TRAIL CAUSED BY THE NOVEMBER 2021 RAINSTORM AND MADE IMPROVEMENTS TO THE ENTRANCES OF BOTH THE BAKER AND CURRY PRESERVES. THE TRUST HIRED A CONTRACTOR TO EXECUTE THE LARGE-SCALE RESTORATION WORK AT THE AISTON PRESERVE. 128786 EXTERNAL EDUCATION: OUTREACH ABOUT VOLUNTARY LAND CONSERVATION TOOLS AND COMMUNITY CONSERVATION INCLUDING PUBLICATION OF NEWSLETTERS DISTRIBUTED TO OVER 2,000 HOUSEHOLDS, INFORMATIONAL BROCHURES, WEBSITES, SOCIAL MEDIA, FIELD TRIPS, SLIDE SHOWS, WORKSHOPS, COMMUNITY EVENTS ON OUR PROPERTIES, AND PRIVATE MEETINGS WITH LANDOWNERS. 5210 EASEMENTS AND ACQUISITIONS: EFFORTS TO CONSERVE LAND THROUGH PURCHASE OR DONATION OF LAND AND CONSERVATION EASEMENTS. THE TRUST CONTINUED PRELIMINARY DISCUSSIONS WITH VARIOUS LANDOWNERS WISHING TO VOLUNTARILY SELL THEIR LAND OR PROTECT THEIR PRIVATE LAND WITH CONSERVATION EASEMENTS. IN 2022 THE TRUST BOUGHT 120 ACRES OF LAND ADJACENT TO THE AISTON PRESERVE. 345322 true false false false false false true false false true true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 4 0 true 6 true false false false false false false false false X 12 12 false false false false false false false true true false false true true true true true true true false false X SUSAN HUTTON 3607587997 PO BOX 158 LUMMI ISLAND WA 98262 X JANINE SHAW DIRECTOR 4.00 0.00 X 0 0 0 MARY ROSS DIRECTOR 4.00 0.00 X 0 0 0 TOBEY KING DIRECTOR 4.00 0.00 X 0 0 0 JUDY BUSH DIRECTOR 4.00 0.00 X 0 0 0 PAUL UPTON DIRECTOR 4.00 0.00 X 0 0 0 CATHERINE SHORNICK DIRECTOR 4.00 0.00 X 0 0 0 LINDA SHEEK DIRECTOR 4.00 0.00 X 0 0 0 ELIZABETH KILANOWSKI DIRECTOR 4.00 0.00 X 0 0 0 SCOTT JOSIAH CHAIR 4.00 0.00 X 0 0 0 CHERYL HOOD TREASURER 4.00 0.00 X 0 0 0 WILLIAM ENOCH TREASURER 4.00 0.00 X 0 0 0 PETER EARLE SECRETARY 4.00 0.00 X 0 0 0 DAWN DIETRICH VICE CHAIR 4.00 0.00 X 0 0 0 0 0 0 0 false false false 121108 101570 222678 86877 86877 6054 3072 2982 2982 312537 89859 0 0 X 57516 46588 8110 2818 94781 76773 13364 4644 15746 12754 2220 772 1166 1166 15987 15987 20831 2963 17868 52704 28704 24000 515 515 22969 16924 3291 2754 2902 2298 447 157 796 457 339 6081 6081 4005 4005 7180 5687 1493 PROJECT EXPENSE 99151 99151 EQUIP RENTAL & MAINTENANCE 6082 5162 920 PRESERVES MAINTENANCE 17342 17342 TAXES & FEES 2865 2765 100 428619 345322 48152 35145 75232 70898 556193 556193 391 391 7005563 71713 5736295 6933850 5497863 3191467 11865974 10752799 2196 6018 551400 551400 553596 557418 X 1478657 1062078 9833721 9133303 11312378 10195381 11865974 10752799 -116082 -1000915 0 X true X false true false X 450381 231816 348601 1998784 222453 3252035 450381 231816 348601 1998784 222453 3252035 3252035 64369 64673 65832 100080 86877 381831 3633866 0.89490 0.90770 X X X X 16 293.00 1 true 370.00 23894 1718717 55160 55160 1718717 208850 1509867 47174 47174 1718717 105000 103850 16213 16213 208850 105000 21130 21130 105000 105000 105000 1.00000 false false 6882361 6882361 123202 71713 51489 6933850 Reports conservation easements (Part II, line 9) EASEMENTS ARE REPORTED IN THE FINANCIAL STATEMENTS AT THE COST OF $1 PER EASEMENT, AND ARE SHOWN AS PERMANENTLY RESTRICTED NET ASSETS. Form 990 governing body review Part VI line 11 THE TRUST BOARD ASSIGNS THE REVIEW OF THE IRS FORM 990 TO THE FINANCE COMMITTEE PRIOR TO THE FILING OF THE RETURN. A COPY OF THE IRS FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS. Conflict of interest policy compliance Part VI line 12c CONFLICTS OF INTEREST ARE DISCLOSED ANNUALLY, AND ANY CONFLICTS ARE MONITORED BY THE BOARD OF DIRECTORS. CEO executive director top management comp Part VI line 15a THE BOARD REVIEWS SALARIES OF SIMILAR POSITIONS AND REVIEWS NATIONAL, REGIONAL, AND LOCAL DATA TO DECIDE APPROPRIATE SALARY LEVEL FOR EMPLOYEES. Governing documents etc available to public Part VI line 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON WRITTEN REQUEST. List of other fees for services expenses Part IX line 11g $36,704 WAS PAID TO INDEPENDENT CONTRACTORS AND CONSULTANTS AND $16,000 WAS PAID TO THE WASHINGTON STATE TREASURER AS COMPENSATION FOR AMERICORPS VOLUNTEERS.