2023-11-10T11:05:42-06:00 2022-12-31 882730877 CHERRY BEKAERT ADVISORY LLC 6116 EXECUTIVE BLVD STE 600 ROCKVILLE MD 20852 990 2022-01-01 042751357 LAND TRUST ALLIANCE INC LAND 2028002235 1250 H STREET NW 600 WASHINGTON DC 20005 CHASE WARDEN CHIEF OP & FIN OFFICER 2028002235 2023-11-08 1 CHASE WARDEN 999009999 0 RAYMOND BARBAGALLO P00173692 3015899000 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z ANDREW J BOWMAN 1250 H STREET NW 600 WASHINGTON DC 20005 20692398 0 X WWW.LANDTRUSTALLIANCE.ORG X 1982 MA TO SAVE THE PLACES PEOPLE LOVE BY STRENGTHENING LAND CONSERVATION ACROSS AMERICA. 23 23 82 0 1600 0 14062716 13933870 1128736 1648796 140028 379012 0 0 15331480 15961678 1708350 5331711 0 0 7412546 8525582 72601 95609 1924169 2935977 4794427 12129474 18747329 3202006 -2785651 25859298 22081546 6185950 6888502 19673348 15193044 X SEE SCHEDULE O. 0 0 1493191 153550 1600 GOVERNMENT RELATIONS AND OUTREACHSEE SCHEDULE O FOR COMPLETE DESCRIPTION 12450827 5091349 1339429 EDUCATION AND CAPACITY BUILDINGSEE SCHEDULE O FOR COMPLETE DESCRIPTION 1856222 86812 306167 CONSERVATION PERMANENCESEE SCHEDULE O FOR COMPLETE DESCRIPTION 15800240 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 101 0 1 82 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AL AR AZ CA CO CT DC FL GA IL KS KY MA ME MD MI MS MN NC NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV X X CHASE WARDEN 2028002235 1250 H STREET NW 600 WASHINGTON DC 20005 MICHAEL A POLEMIS CHAIR 4.00 X X 0 0 0 ALAN M BELL VICE CHAIR 3.00 X X 0 0 0 JUDITH STOCKDALE VICE CHAIR 3.00 X X 0 0 0 WILLIAM MULLIGAN SECRETARY 3.00 X X 0 0 0 ROBERTO SERRALLES TREASURER 3.00 X X 0 0 0 LISE AANGEENBRUG DIRECTOR 3.00 X 0 0 0 DAVID CALLE DIRECTOR 3.00 X 0 0 0 SAM COOK JR DIRECTOR 3.00 X 0 0 0 ASHLEY DEMOSTHENES DIRECTOR 3.00 X 0 0 0 BLAIR C FITZSIMONS DIRECTOR 3.00 X 0 0 0 CHERYL FOX DIRECTOR 3.00 X 0 0 0 GIL JENKINS DIRECTOR 3.00 X 0 0 0 GLENN LAMB DIRECTOR 3.00 X 0 0 0 DOUG LAND DIRECTOR 3.00 X 0 0 0 KATHY K LEAVENWORTH DIRECTOR 3.00 X 0 0 0 CARY F LEPTUCK DIRECTOR 3.00 X 0 0 0 JIM MILLSTEIN DIRECTOR 3.00 X 0 0 0 KRIS PICKLER DIRECTOR 3.00 X 0 0 0 STEVEN E ROSENBERG DIRECTOR 3.00 X 0 0 0 THOMAS D SAUNDERS DIRECTOR 3.00 X 0 0 0 JULIE R SHARPE DIRECTOR 3.00 X 0 0 0 GALE SPEARS DIRECTOR 3.00 X 0 0 0 DARRELL WOOD DIRECTOR 3.00 X 0 0 0 ANDREW J BOWMAN PRESIDENT AND CEO 40.00 X 455805 0 49610 CHASE WARDEN COO AND CFO 40.00 X 296825 0 74218 RENEE KIVIKKO VP OF EDUCATION 40.00 X 169874 0 32328 ERIN HESKETT VP OF CONSERVATION INITIAT 40.00 X 157455 0 71331 JENNIFER MILLER HERZOG CHIEF PROGRAM OFFICER 40.00 X 220190 0 69705 ELIZABETH WARD CHIEF MARKETING & COMMUNICATIONS OFFICER 40.00 X 216139 0 68672 LORI FAETH DIRECTOR OF GOV'T RELATION 40.00 X 170840 0 32577 NATHAN HODGE DIRECTOR OF IT 40.00 X 159563 0 64319 MONICA POVEDA VP OF FINANCE 40.00 X 215500 0 7001 DARRYL B GREEN SR. DIR OF ACCTING & GRANTS MNGT 40.00 X 169540 0 25471 2231731 0 495232 35 0 1 0 RSM US LLP 5155 PAYSPHERE CIRCLE CHICAGO IL 60674 CONSULTING SERVICES 401880 CAPITOL TAX PARTNERS LLP 101 CONSTITUTION AVE NW SUITE 675 WASHINGTON DC 20001 CONSULTING SERVICES 180000 CORDIA RESOURCES 8330 BOONE BLVD SUITE 350 VIENNA VA 22182 CONSULTING SERVICES 116551 3 2310127 4496146 7127597 13933870 CONFERENCE & WORKSHOPS 900099 1136617 1136617 OTHER PROGRAM REVENUE 900099 500165 498565 1600 PUBLICATIONS 900099 12014 12014 1648796 211239 211239 4898493 4730720 167773 167773 167773 15961678 1647196 1600 379012 5331711 5331711 876458 744989 131469 5899501 4349908 449251 1100342 386204 284272 29089 72843 927704 689171 72727 165806 435715 326822 36821 72072 1691553 1666088 25465 71598 71598 55495 55495 166000 166000 95609 95609 225705 105487 9488 110730 926214 758539 27995 139680 485919 392183 14259 79477 371044 318177 17695 35172 624217 494354 96349 33514 112098 89887 3287 18924 64584 11054 53530 18747329 15800240 1022920 1924169 5090925 3791245 4177733 5395601 3163803 3334532 372834 277383 1844 127 401992 381673 1475414 884398 150612 591016 9553161 5837902 79903 79903 2866491 2392164 25859298 22081546 1092347 605122 384273 862023 1270061 2708527 3439269 2712830 6185950 6888502 X 5829903 4206272 13843445 10986772 19673348 15193044 25859298 22081546 -2785651 -1694653 0 X 0 1 X 1 1 1 X 12474370 11015922 13208158 14062716 13933870 64695036 12474370 11015922 13208158 14062716 13933870 64695036 3104243 61590793 226283 270619 182257 129895 211239 1020293 700 2700 1600 5000 65720329 6662484 0.93720 0.87740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 177909 177909 18473811 18651720 1000000 250000 0 0 912849 857273 753463 1000000 3523585 5285378 148677 108892 293416 177909 728894 228212 214318 188366 250000 880896 1321344 7494579 0 -1308628 237800 5948151 5518122 1502050 689207 214800 7494579 4998523 6800 717100 205100 5517323 4204585 63657 922981 192700 4998523 4637278 -255844 176849 4204585 0.22080 0.77920 0 0 98323 50471 47852 1354366 812716 541650 22725 21211 1514 591016 RIGHT OF USE ASSET 2266522 WEB SITE IN PROGRESS 125642 2392164 LEASE LIABILITY - OPERATING 2673204 CONDITIONAL CONTRIBUTION 39626 2712830 X 15361249 -1694653 7074 1238662 -448917 15810166 151512 151512 15961678 19744068 7074 1141177 1148251 18595817 151512 151512 18747329 PART V, LINE 4: THE BERKLEY ENDOWMENT IS TO BE USED FOR ACCREDITATION OF LAND TRUSTS TO BUILD AND RECOGNIZE STRONG LAND TRUSTS, FOSTER PUBLIC CONFIDENCE IN LAND CONSERVATION AND HELP ENSURE THE LONG-TERM PROTECTION OF CONSERVED LAND. THE KINGSBURY BROWNE AWARD ENDOWMENT IS TO BE USED FOR THE ALLIANCE EXPENSES OF THIS CONSERVATION LEADERSHIP AWARD GIVEN ANNUALLY IN MEMORY OF KINGSBURY BROWNE. THE PERCENTAGE REPORTED FOR PERMANENT ENDOWMENTS INCLUDES AMOUNTS THAT MUST BE MAINTAINED IN PERPETUITY AS WELL AS ACCUMULATED EARNINGS ON SUCH AMOUNTS THAT HAVE NOT YET BEEN APPROPRIATED FOR EXPENDITURE. PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. THE ORGANIZATION HAS IDENTIFIED ITS TAX STATUS AS A TAX-EXEMPT ENTITY AS ITS ONLY SIGNIFICANT TAX POSITION; HOWEVER, THE ORGANIZATION HAS DETERMINED THAT SUCH TAX POSITION DOES NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE ORGANIZATION IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. THE ORGANIZATION'S FEDERAL AND STATE TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE OF THE LAND TRUST ACCREDITATION COMMISSION 1,238,662. PART XI, LINE 4B - OTHER ADJUSTMENTS: INTERCOMPANY TRANSFERS 151,512. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES OF THE LAND TRUST ACCREDITATION COMMISSION 1,141,177. PART XII, LINE 4B - OTHER ADJUSTMENTS: INTERCOMPANY TRANSFER 151,512. X X X X X X 1 IMPACT COMMUNICATIONS INC 735 8TH STREET SE FLOOR 2 WASHINGTON DC 20003 ANNUAL APPEAL 0 60059 12600 47459 SOCIAL CAPITAL INC 980 N MICHIGAN AVE CHICAGO IL 60611 CORPORATE CAMPAIGN SUPPORT 0 0 7500 -7500 FIREFLY IMAGEWORKS 2515 OBERLIN DR ALEXANDRIA VA 22307 FUNDRAISING VIDEOS 0 0 41134 -41134 LEXIS NEXIS 1150 18TH STREET NW SUITE 250 WASHINGTON DC 20036 RESEARCH DATABASE 0 0 19190 -19190 FREEWILL PO BOX 5322 KINGWOOD TX 77325 PLANNED GIVING CAMPAIGN 0 0 9339 -9339 60059 89763 -29704 AK AL AR AZ CA CO CT DC FL GA IL KS KY MA ME MD MI MS MN NC NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV 1 ADIRONDACK LAND TRUST NATURE CONSERVANCY PO BOX 130 KEENE NY 12942 222559576 501(C)(3) 29000 0 CAPACITY-BUILDING BLUE MOUNTAIN LAND TRUST PO BOX 1473 WALLA WALLA WA 99362 911989279 501(C)(3) 10000 0 CAPACITY-BUILDING DESCHUTES LAND TRUST 210 NW IRVING AVENUE BEND OR 977012050 931186407 501(C)(3) 55252 0 CAPACITY-BUILDING FRIENDS OF THE COLUMBIA GORGE LAND TRUST 123 NE 3RD AVE PORTLAND OR 97232 562563880 501(C)(3) 42775 0 CAPACITY-BUILDING GREENBELT LAND TRUST PO BOX 1721 CORVALLIS OR 97339 943113836 501(C)(3) 41381 0 CAPACITY-BUILDING HUDSON HIGHLANDS LAND TRUST PO BOX 226 GARRISON NY 10524 133528266 501(C)(3) 68000 0 CAPACITY-BUILDING MCKENZIE RIVER TRUST 120 SHELTON MCMURPHEY BLVD EUGENE OR 974012411 931029808 501(C)(3) 40078 0 CAPACITY-BUILDING MONTEZUMA LAND CONSERVANCY PO BOX 1522 CORTEZ CO 813211522 311632961 501(C)(3) 14025 0 CAPACITY-BUILDING NORTH COAST LAND CONSERVANCY PO BOX 67 SEASIDE OR 97138 930957815 501(C)(3) 24000 0 CAPACITY-BUILDING SOUTHERN OREGON LAND CONSERVAN 84 4TH STREET ASHLAND OR 975200032 930724691 501(C)(3) 43998 0 CAPACITY-BUILDING THE WETLANDS CONSERVANCY 4640 SW MACADAM PORTLAND OR 97239 930797197 501(C)(3) 30589 0 CAPACITY-BUILDING BAYOU LAND CONSERVANCY 10330 LAKE ROAD J HOUSTON TX 77070 760557498 501(C)(3) 15600 0 CAPACITY-BUILDING OREGON DESERT LAND TRUST 2843 NW LOLO DR 200 BEND OR 97703 822857455 501(C)(3) 58960 0 CAPACITY-BUILDING KANIKSU LAND TRUST PO BOX 2123 1215 MICHIGAN ST SUITE A SANDPOINT ID 83864 470898549 501(C)(3) 15000 0 CAPACITY-BUILDING ARIZONA LAND AND WATER TRUST 2810 NN ALVERNON WAY SUITE 600 TUCSON AZ 85712 866148507 501(C)(3) 10120 0 CAPACITY-BUILDING NORTHWOODS LAND TRUST INC PO BOX 321 EAGLE RIVER WI 54521 311776860 501(C)(3) 11000 0 CAPACITY-BUILDING PRICKLY PEAR LAND TRUST 40 W LAWRENCE ST HELENA MT 59601 810506568 501(C)(3) 13000 0 CAPACITY-BUILDING WASHINGTON ASSOCIATION OF LAND TRUSTS PO BOX 2001 SEATTLE WA 98111 263186170 501(C)(3) 23900 0 CAPACITY-BUILDING MOUNT GRACE LAND CONSERVATION TRUST 1461 OLD KEENE ROAD ATHJOL MA 01331 042938967 501(C)(3) 13000 0 CAPACITY-BUILDING WESTERN RESERVE LAND CONSERVANCY 3850 CHAGRIN RIVER RD MORELAND HILLS OH 44022 341571233 501(C)(3) 30100 0 CAPACITY-BUILDING OREGON AGRICULTURAL TRUST INC PO BOX 7359 SALEM OR 97303 843396259 501(C)(3) 32048 0 CAPACITY-BUILDING UPPER PENINSULA LAND CONSERVANCY 148 WEST HEWITT AVENUE MARQUETTE MI 49855 383467972 501(C)(3) 18500 0 CAPACITY-BUILDING BLACK SWAMP CONSERVANCY PO BOX 332 PERRYSBURG OH 43552 341746749 501(C)(3) 5850 0 CAPACITY-BUILDING LAND TRUST ACCREDITATION COMMISSION 1250 H ST NW WASHINGTON DC 20005 204622209 501(C)(3) 232800 0 CAPACITY-BUILDING GENESEE LAND TRUST INC 46 PRINCE STREET ROCHESTER NY 14607 223033712 501(C)(3) 62200 0 CAPACITY-BUILDING THE NATURE CONSERVANCY 715 L ST ANCHORAGE AK 99501 530242652 501(C)(3) 94935 0 CAPACITY-BUILDING THOUSAND ISLANDS LAND TRUST INC PO BOX 238 CLAYTON NY 136241013 222629183 501(C)(3) 148050 0 CAPACITY-BUILDING COLUMBIA LAND CONSERVANCY INC 49 MAIN STREET CHATHAM NY 12037 222757332 501(C)(3) 137300 0 CAPACITY-BUILDING FINGER LAKES LAND TRUST INC 202 E COURT STREET ITHACA NY 14850 222983688 501(C)(3) 130000 0 CAPACITY-BUILDING MOHONK PRESERVE PO BOX 715 NEW PALTZ NY 12561 141609484 501(C)(3) 124500 0 CAPACITY-BUILDING MIANUS RIVER GORGE 167 MIANUS RIVER ROAD BEDFORD NY 105061808 133523329 501(C)(3) 110000 0 CAPACITY-BUILDING PECONIC LAND TRUST 296 HAMPTON ROAD SOUTHAMPTON NY 11969 112667021 501(C)(3) 100000 0 CAPACITY-BUILDING RENSSELAER PLATEAU ALLIANCE 167 BRAINARD ROAD AVERILL PARK NY 12018 943444825 501(C)(3) 100000 0 CAPACITY-BUILDING WESTCHESTER LAND TRUST INC 403 HARRIS ROAD BEDFORD HILLS NY 10507 133507910 501(C)(3) 100000 0 CAPACITY-BUILDING WESTERN NEW YORK LAND CONSERVANCY INC PO BOX 471 EAST AURORA NY 140520471 223160426 501(C)(3) 100000 0 CAPACITY-BUILDING NORTH SHORE LAND ALLIANCE INC PO BOX 658 OYSTER BAY NY 11771 562368769 501(C)(3) 90000 0 CAPACITY-BUILDING OSTEGO LAND TRUST PO BOX 173 COOPERSTOWN NY 133260173 133499394 501(C)(3) 72372 0 CAPACITY-BUILDING AGRICULTURAL STEWARDSHIP ASSOCIATION 2531 STATE ROUTE 40 GREENWICH NY 12834 223084628 501(C)(3) 68346 0 CAPACITY-BUILDING BUFFALO NIAGARA RIVER LAND TRUST 43 HAMILTON ST BUFFALO NY 14207 462654753 501(C)(3) 63366 0 CAPACITY-BUILDING CAZENOVIA PRESERVATION FOUNDATION PO BO X627 CAZENOVIA NY 13035 166101151 501(C)(3) 60758 0 CAPACITY-BUILDING NATURE SANCTUARY SOCIETY OF WESTERN NEW YORK INC PO BOX 828 WEST SENECA NY 14224 161377177 501(C)(3) 59275 0 CAPACITY-BUILDING CHAMPLAIN AREA TRAILS PO BO X193 WESTPORT NY 12993 264004845 501(C)(3) 56740 0 CAPACITY-BUILDING KINGSTONLAND TRUST INC PO BOX 2701 KINGSTON NY 12402 262338986 501(C)(3) 53714 0 CAPACITY-BUILDING CHAUTAUQUA WATERSHED CONSERVANCY PO BOX 45 LAKEWOOD NY 14750 161389010 501(C)(3) 51024 0 CAPACITY-BUILDING CAPITAL ROOTS INC 594 RIVER STREET TROY NY 12180 141596291 501(C)(3) 50000 0 CAPACITY-BUILDING EDMUND NILES HUYCK PRESERVE AND BIOLOGICAL RESOURCE STATION PO BOX 189 RENSSELAERVILLE NY 121470189 141338387 501(C)(3) 50000 0 CAPACITY-BUILDING NEW JERSEY CONSERVATION FOUNDATION 170 LONGVIEW ROAD FAR HILLS NJ 079312623 226065456 501(C)(3) 50000 0 CAPACITY-BUILDING RENSSELAER LAND TRUST INC 415 RIVER STREET TROY NY 12180 141708890 501(C)(3) 50000 0 CAPACITY-BUILDING SARATOGA PLAN 112 SPRING STREET SARATOGA SPRINGS NY 12866 141705013 501(C)(3) 50000 0 CAPACITY-BUILDING TUG HILL TOMORROW LAND TRUST PO BOX 6063 WATERTOWN NY 13601 223115498 501(C)(3) 49040 0 CAPACITY-BUILDING TRUST FOR PUBLIC LAND 101 MONTGOMERY STREET SAN FRANCISCO CA 94105 237222333 501(C)(3) 48750 0 CAPACITY-BUILDING LAKE GEORGE LAND CONSERVANCY PO BOX 1250 BOLTON LANDING NY 12814 222902944 501(C)(3) 47670 0 CAPACITY-BUILDING MOHAWK HUDSON LAND CONSERVANCY 425 KENWOOD AVE DELMAR NY 12054 141754157 501(C)(3) 45860 0 CAPACITY-BUILDING GREEN GUERILLAS INC 30 3RD AVE 848 BROOKLYN NY 11217 132903183 501(C)(3) 45802 0 CAPACITY-BUILDING WILTON WILDLIFE PRESERVE PARK 80 SCOUT ROAD GANSEVOORT NY 12866 141825475 501(C)(3) 40000 0 CAPACITY-BUILDING OPEN SPACE INSTITUTE INC 1350 BROADWAY NEW YORK NY 10018 521053406 501(C)(3) 37500 0 CAPACITY-BUILDING ONTARIO BAYS INITIATIVE PO BOX 117 CHAUMONT NY 13622 161461521 501(C)(3) 35782 0 CAPACITY-BUILDING OREGON COMMUNITY FOUNDATION 1221 SW YAMHILL STREET SUITE 100 PORTLAND OR 97205 237315673 501(C)(3) 35000 0 CAPACITY-BUILDING WALLKILL VALLEY LAND TRUST PO BOX 208 NEW PALTZ NY 12561 222867070 501(C)(3) 34750 0 CAPACITY-BUILDING BROOKLYN QUEENS LAND TRUST 30 3RD AVENUE BROOKLYN NY 11212 611441052 501(C)(3) 34450 0 CAPACITY-BUILDING WOODSTOCK LAND CONSERVANCY PO BOX 864 WOODSTOCK NY 12498 222950482 501(C)(3) 33765 0 CAPACITY-BUILDING KLAMATH LAKE LAND TRUST PO BOX 5142 KLAMATH FALLS OR 97601 272927649 501(C)(3) 33500 0 CAPACITY-BUILDING GRASSROOTS GARDENS OF WESTERN NEW YORK 389 BROADWAY BUFFALO NY 14204 161479159 501(C)(3) 33333 0 CAPACITY-BUILDING LAND CONSERVANCY OF WEST MICHIGAN 400 ANN STREET NW GRAND RAPIDS MI 49504 382363129 501(C)(3) 30500 0 CAPACITY-BUILDING NORTH OLYMPIC LAND TRUST PO BOX 2945 PORT ANGELES WA 98362 911500378 501(C)(3) 30000 0 CAPACITY-BUILDING THE FRONTIER LAND ALLIANCE 3800 N MESA ST EL PASO TX 79902 421645381 501(C)(3) 29150 0 CAPACITY-BUILDING TEATOWN LAKE RESERVATION 1600 SPRING VALLEY ROAD OSSINING NY 105621643 237154985 501(C)(3) 27302 0 CAPACITY-BUILDING DUCKS UNLIMITED INC C/O GRANT MCKENZIE WASHINGTON DC 20001 135643799 501(C)(3) 26500 0 CAPACITY-BUILDING SAN JOAQUIN RIVER PKWY&CONS TRUST 11605 OLD FRIANT ROAD FRESNO CA 93730 770196692 501(C)(3) 23250 0 CAPACITY-BUILDING KACHEMAK HERITAGE LAND TRUST 315 KLONDIKE AVENUE HOMER AK 99603 943104608 501(C)(3) 21972 0 CAPACITY-BUILDING PUTNAM COUNTY LAND TRUST PO BOX 36 BREWSTER NY 10509 237058465 501(C)(3) 21375 0 CAPACITY-BUILDING AMERICAN FARMLAND TRUST 1150 CONNECTICUT AVE NW WASHINGTON DC 20036 521190211 501(C)(3) 21144 0 CAPACITY-BUILDING NORTHEASTERN CAVE CONSERVANCY INC PO BOX 254 SCHOHARIE NY 12157 134043653 501(C)(3) 19829 0 CAPACITY-BUILDING CAPITAL LAND TRUST 4405 7TH AVE SE LACEY WA 98503 911413484 501(C)(3) 19550 0 CAPACITY-BUILDING SEMPERVIRENS FUND 951 MARINERS ISLAND BLVD SUITE 300 SAN MATEO CA 94404 942155097 501(C)(3) 19500 0 CAPACITY-BUILDING GENESEE VALLEY CONSERVANCY PO BOX 73 GENESEO NY 14454 233061147 501(C)(3) 19211 0 CAPACITY-BUILDING WALLOWA LAND TRUST PO BOX 516 ENTERPRISE OR 97828 201037078 501(C)(3) 17710 0 CAPACITY-BUILDING HENRY L FERGUSON MUSEUM PO BOX 554 FISHERS ISLAND NY 06390 116015380 501(C)(3) 17500 0 CAPACITY-BUILDING LEMHI REGIONAL LAND TRUST PO BOX 871 SALMON ID 83467 202753508 501(C)(3) 16416 0 CAPACITY-BUILDING COASTAL PRAIRIE CONSERVANCY 5615 KIRBY DRIVE HOUSTON TX 77005 760377029 501(C)(3) 16350 0 CAPACITY-BUILDING SOLANO LAND TRUST 198 DOBBINS ST VACAVILLE CA 95688 943015363 501(C)(3) 16240 0 CAPACITY-BUILDING ESSEX COUNTY GREENBELT ASSOCIATION PO BOX 1026 ESSEX MA 01929 042664297 501(C)(3) 16000 0 CAPACITY-BUILDING ALLEGHENY LAND TRUST 416 THORN STREET SEWICKLEY PA 151438856 251718611 501(C)(3) 15000 0 CAPACITY-BUILDING LA PLATA OPEN SPACE CONSERVANCY PO BOX 1651 DURANGO CO 81302 841204273 501(C)(3) 15000 0 CAPACITY-BUILDING NEW MEXICO LAND CONSERVANCY PO BOX 6759 SANTA FE NM 875026759 061648104 501(C)(3) 15000 0 CAPACITY-BUILDING NORTHERN CA REGIONAL LT 30 INDEPENDENCE CIRCLE CHICO CA 95973 680216430 501(C)(3) 15000 0 CAPACITY-BUILDING RIVER REVITALIZATION FOUNDATION 2134 N RIVERBOAT ROAD MILWAUKEE WI 53212 391887400 501(C)(3) 15000 0 CAPACITY-BUILDING SANCTUARY FOREST INC PO BOX 166 WHITEHORN CA 95589 942676195 501(C)(3) 15000 0 CAPACITY-BUILDING TENNGREEN LAND CONSERVANCY 1213A 16TH AVENUE SOUTH NASHVILLE TN 37212 621557574 501(C)(3) 15000 0 CAPACITY-BUILDING WILDLIFE HERITAGE FOUNDATION 563 2ND ST LINCOLN CA 95648 943352965 501(C)(3) 15000 0 CAPACITY-BUILDING ISLAND HERITAGE LAND TRUST PO BOX 42 420 SUNSET ROAD DEER ISLE MA 04627 010426251 501(C)(3) 14816 0 CAPACITY-BUILDING LAND TRUST OF THE TREASURE VALLEY PO BOX 106 BOISE ID 83701 841380693 501(C)(3) 14155 0 CAPACITY-BUILDING DUTCHESS LAND CONSERVANCY PO BOX 138 MILLBROOK NY 12545 141667526 501(C)(3) 13750 0 CAPACITY-BUILDING GALVESTON BAY FOUNDATION INC 1725 HIGHWAY 146 KEMAH TX 77565 760279876 501(C)(3) 13100 0 CAPACITY-BUILDING TEXAS AGRICULTURAL LAND TRUST PO BOX 6152 SAN ANTONIO TX 78209 260161807 501(C)(3) 13000 0 CAPACITY-BUILDING LANCASTER FARMLAND TRUST 125 LANCASTER AVE STRASBURG PA 175799606 204233446 501(C)(3) 12500 0 CAPACITY-BUILDING MAINE FARMLAND TRUST 97 MAIN STREET BELFAST ME 049156536 010528014 501(C)(3) 12000 0 CAPACITY-BUILDING NEBRASKA LAND TRUST 3201 PIONEERS BLVD LINCOLN NE 68502 470843794 501(C)(3) 12000 0 CAPACITY-BUILDING SOUTHERN TIER LAND CONSERVANCY INC PO BOX 1112 VESTAL NY 13851 853490424 501(C)(3) 11500 0 CAPACITY-BUILDING TETON REGIONAL LAND TRUST PO BOX 247 DRIGGS ID 83422 943146525 501(C)(3) 11500 0 CAPACITY-BUILDING NORTH SALEM OPEN LAND FOUNDATION PO BOX 176 NORTH SALEM NY 105600176 132877957 501(C)(3) 10620 0 CAPACITY-BUILDING GUADALUPE BLANCO RIVER TRUST PO BOX 1343 SEGUIN TX 78155 731628865 501(C)(3) 10500 0 CAPACITY-BUILDING WAREHAM LAND TRUST PO BOX 718 WAREHAM MA 025710718 043548680 501(C)(3) 10500 0 CAPACITY-BUILDING PINES AND PRAIRIES LAND TRUST PO BOX 737 BASTROP TX 78602 742989863 501(C)(3) 10150 0 CAPACITY-BUILDING CATOCTIN LAND TRUST PO BOX 6152 FREDERICK MD 21705 010578410 501(C)(3) 10000 0 CAPACITY-BUILDING COASTSIDE LAND TRUST 788 MAIN STREET HALF MOON BAY CA 94019 943290067 501(C)(3) 10000 0 CAPACITY-BUILDING GRAND TRAVERSE REGIONAL LAND CONSERVANCY 3860 NORTH LONG LAKE ROAD TRAVERSE CITY MI 49684 382994229 501(C)(3) 10000 0 CAPACITY-BUILDING MENDOCINO LAND TRUST INC 215 S MAIN ST FORT BRAGG CA 95437 942362450 501(C)(3) 10000 0 CAPACITY-BUILDING RIDGE AND VALLEY CONSERVANCY 145 SPRING STREET NEWTON NJ 07860 223181864 501(C)(3) 10000 0 CAPACITY-BUILDING SAGINAW BASIN LAND CONSERVANCY 706 S EUCLID AVE BAY CITY MI 48706 383360248 501(C)(3) 10000 0 CAPACITY-BUILDING THREE VALLEY CONSERVATION TRUST PO BOX 234 OXFORD OH 45056 311418241 501(C)(3) 10000 0 CAPACITY-BUILDING CATSKILL CENTER FOR CONSERVATION & DEVELOPMENT 43355 ROUTE 28 ARKVILLE NY 12406 237058142 501(C)(3) 9715 0 CAPACITY-BUILDING LC CREATIVE SOLUTIONS LLC 2525 WEWATTA WAY DENVER CO 80216 861453639 501(C)(3) 9525 0 CAPACITY-BUILDING GREEN SPACES ALLIANCE OF SOUTH TEXAS 108 EAST MISTLETOW AVE SAN ANTONIO TX 78212 742884531 501(C)(3) 9500 0 CAPACITY-BUILDING SHIRLEY HEINZE LAND TRUST INC 109 W 700 NORTH VALPARAISO IN 46385 352153969 501(C)(3) 9500 0 CAPACITY-BUILDING NEW YORK AGRICULTURAL LAND TRUST PO BOX 216 ELBRIDGE NY 13060 205679522 501(C)(3) 9465 0 CAPACITY-BUILDING HOUSTON AUDUBON 440 WILCHESTER BLVD HOUSTON TX 77079 237011870 501(C)(3) 9100 0 CAPACITY-BUILDING VALLEY CONSERVATION COUNCIL INC PO BOX 988 STAUNTON VA 24402 541548245 501(C)(3) 9000 0 CAPACITY-BUILDING HILL COUNTRY CONSERVANCY PO BOX 163125 AUSTIN TX 78716 742948145 501(C)(3) 8700 0 CAPACITY-BUILDING BITTER ROOT LAND TRUST INC PO BOX 1806 HAMILTON MT 59840 311595967 501(C)(3) 8500 0 CAPACITY-BUILDING LANDMARK CONSERVANCY INC 500 EAST MAIN STREET MENOMONIE WI 54751 391872550 501(C)(3) 8500 0 CAPACITY-BUILDING COLUMBIA LAND TRUST 850 OFFICERS ROW VANCOUVER WA 98661 943140861 501(C)(3) 8400 0 CAPACITY-BUILDING ICE AGE TRAIL ALLIANCE 2110 MAIN STREET CROSS PLAINS WI 53528 396076028 501(C)(3) 8000 0 CAPACITY-BUILDING LAKE FOREST OPEN LANDS ASSOCIATION 350 NORTH WAUKEGAN ROAD LAKE FOREST IL 60045 366162709 501(C)(3) 8000 0 CAPACITY-BUILDING RIO GRANDE AGRICULTURAL LAND TRUST PO BOX 40043 ALBURQUERQUE NM 871960043 742854002 501(C)(3) 7906 0 CAPACITY-BUILDING GREAT PENINSULA CONSERVANCY 423 PACIFIC AVENUE BREMERTON WA 98337 911110978 501(C)(3) 7500 0 CAPACITY-BUILDING LITTLE RIVER WETLANDS PROJECT 5000 SMITH ROAD FORT WAYNE IN 46804 351809569 501(C)(3) 7500 0 CAPACITY-BUILDING LITTLE TRAVERSE CONSERVANCY 3264 POWELL ROAD HARBOR SPRINGS MI 49770 237567810 501(C)(3) 7500 0 CAPACITY-BUILDING OJAI VALLEY LAND CONSERVANCY ATTN JANET HANSTAD OJAI CA 930241092 770169682 501(C)(3) 7000 0 CAPACITY-BUILDING TEXAS LAND CONSERVANCY PO BOX 162481 AUSTIN TX 78716 751825883 501(C)(3) 6730 0 CAPACITY-BUILDING HAWAIIAN ISLAND LAND TRUST 126 QUEEN STREET HONOLULU HI 96813 990353223 501(C)(3) 6000 0 CAPACITY-BUILDING PALOUSE LAND TRUST PO BOX 8506 MOSCOW ID 83843 943219418 501(C)(3) 5500 0 CAPACITY-BUILDING TRANSITION HABITAT CONSERVANCY PO BOX 721300 PINON HILLS CA 92372 743146328 501(C)(3) 5500 0 CAPACITY-BUILDING NORTH CENTRAL CONSERVANCY TRUST 301 WEST CEDAR ST STEVENS POINT WI 54481 391855857 501(C)(3) 5300 0 CAPACITY-BUILDING FOREST PARK CONSERVANCY 833 SW 11TH AVENUE PORTLAND OR 97205 943103055 501(C)(3) 39109 0 CAPACITY-BUILDING 135 0 PART I, LINE 2: THE ALLIANCE MONITORS THE USE OF REGRANT FUNDS THROUGH RIGOROUS REVIEW OF PROJECT BUDGETS; INTERIM AND FINAL GRANT REPORTS; ONGOING PROJECT TRACKING; AND SITE VISITS WITH GRANTEES WHERE APPROPRIATE. GRANTEES THAT ARE UNABLE TO COMPLETE PROJECTS OR TO USE FUNDS AS PROPOSED ARE TYPICALLY REQUIRED TO RETURN UNUSED FUNDS TO THE ALLIANCE. X X 0 0 0 0 0 0 0 0 0 ANDREW J BOWMAN PRESIDENT AND CEO 455805 0 0 0 0 0 29768 0 19842 0 505415 0 0 0 CHASE WARDEN COO AND CFO 296825 0 0 0 0 0 24400 0 49818 0 371043 0 0 0 JENNIFER MILLER HERZOG CHIEF PROGRAM OFFICER 220190 0 0 0 0 0 18464 0 51241 0 289895 0 0 0 ELIZABETH WARD CHIEF MARKETING & COMMUNICATIONS OFF 216139 0 0 0 0 0 18048 0 50624 0 284811 0 0 0 ERIN HESKETT VP OF CONSERVATION INITIAT 157455 0 0 0 0 0 13339 0 57992 0 228786 0 0 0 NATHAN HODGE DIRECTOR OF IT 159563 0 0 0 0 0 11160 0 53159 0 223882 0 0 0 MONICA POVEDA VP OF FINANCE 215500 0 0 0 0 0 7001 0 0 0 222501 0 0 0 LORI FAETH DIRECTOR OF GOV'T RELATION 170840 0 0 0 0 0 13848 0 18729 0 203417 0 0 0 RENEE KIVIKKO VP OF EDUCATION 169874 0 0 0 0 0 13599 0 18729 0 202202 0 0 0 DARRYL B GREEN SR. DIR OF ACCTING & GRANTS MNGT 169540 0 0 0 0 0 11130 0 14341 0 195011 0 0 0 FORM 990, PART III, LINE 1: THE LAND TRUST ALLIANCE UNITES AND CHAMPIONS ORGANIZATIONS IN LOCAL COMMUNITIES WORKING TO SAVE NATURAL AREAS. BECAUSE OF OUR INNOVATIVE WORK MORE LANDOWNERS CHOOSE TO PROTECT THEIR LAND, CONSERVATION LEADERS ARE MORE EFFECTIVE AT SAVING LAND, STRONG NONPROFITS AND LEGAL SYSTEMS ARE MAINTAINED TO PROTECT LAND IN PERPETUITY, AND THE PUBLIC COMMITMENT TO CONSERVATION IS DEEPENED. FORM 990, PART III, LINE 4A: GOVERNMENT RELATIONS AND OUTREACH: THE ALLIANCE FURTHERS THE INTERESTS OF LAND TRUSTS ACROSS AMERICA BY ADVOCATING FOR SOUND POLICIES AND RESOURCES THAT ADVANCE LAND CONSERVATION. THE ALLIANCE LEVERAGED ITS NETWORK OF OVER 300 ADVOCACY AMBASSADORS TO SECURE PASSAGE OF THE CHARITABLE CONSERVATION EASEMENT PROGRAM INTEGRITY ACT TO HALT THE ABUSE OF CONSERVATION DONATIONS WHICH THREATENED THE ENHANCED CONSERVATION EASEMENT TAX INCENTIVE. THROUGH OUR AMBASSADOR PROGRAM MANAGER, WE TRAIN AND ENGAGE LAND TRUST STAFF AND BOARD MEMBERS IN ACTIVELY PARTICIPATING IN THE POLICY PROCESS. AMBASSADORS TOOK CENTER STAGE AT OUR VIRTUAL ADVOCACY DAYS, A SPRING EVENT THAT PROVIDES LAND TRUST LEADERS WITH HANDS-ON TRAINING AS WELL AS TIME WITH KEY LEGISLATORS TO DISCUSS ISSUES IMPORTANT TO THE LAND TRUST COMMUNITY. THE ALLIANCE SERVES AS THE PRIMARY POINT OF CONTACT FOR LAND TRUSTS TO UNDERSTAND THE FARM BILL AGRICULTURAL CONSERVATION EASEMENT PROGRAM HELPING THEM TO WORK WITH LANDOWNERS TO PROTECT FARMS AND RANCHES. IN ADDITION, WE EDUCATE LAND TRUSTS ON FEDERAL CONSERVATION PROGRAMS TO ENSURE THEY HAVE INFORMATION ABOUT LAND CONSERVATION TOOLS. FORM 990, PART III, LINE 4B: EDUCATION AND CAPACITY BUILDING: THE ALLIANCE CONTINUES TO STRENGTHEN, EMPOWER AND MAGNIFY THE IMPACT OF ITS MORE THAN 1,000 MEMBER LAND TRUSTS AND AFFILIATES. THE ALLIANCE PROVIDES LAND TRUSTS WITH THE TOOLS THEY NEED TO GROW IN STRENGTH AND IMPACT. THROUGH OUR NATIONAL LAND CONSERVATION CONFERENCE, REGIONAL CONFERENCES, WEBINARS, ONLINE LEARNING CENTER AND CURRICULUM, WE PROVIDED 185+ VIRTUAL TRAININGS AND 50+ SELF-STUDY ONLINE COURSES ON ALL ASPECTS OF CONSERVATION WORK, INCLUDING RISK MANAGEMENT, DEI, FUNDRAISING, CLIMATE CHANGE, AND BOARD AND PROFESSIONAL DEVELOPMENT FOR MORE THAN 10,000 REGISTRANTS IN 2022. OUR TRANSFORMATIVE LEADERSHIP TRAINING AND LAND TRUST EXCELLENCE PROGRAMS CONTINUED TO INVEST IN HIGH-POTENTIAL LEADERS AND ORGANIZATIONS WITH AN ADDED EMPHASIS ON STRATEGIC COMMUNICATIONS, CONSERVATION PLANNING WITH CLIMATE IN MIND, COMMUNITY CONSERVATION AND PUBLIC ENGAGEMENT. THERE WERE 459 ACCREDITED LAND TRUSTS IN 46 STATES AND TERRITORIES, REPRESENTING MORE THAN 81% OF THE ACRES OF FARMLAND, FORESTS, WILDLIFE HABITAT AND IMPORTANT WATER SUPPLIES STEWARDED BY LAND TRUSTS ACROSS THE COUNTRY. WE COMPLETED GUIDANCE DOCUMENTATION AND DEVELOPED TRAINING RESOURCES FOR THE 2017 EDITION OF LAND TRUST STANDARDS AND PRACTICES, THE ETHICAL AND TECHNICAL GUIDELINES FOR OPERATING A LAND TRUST. FORM 990, PART III, LINE 4C: CONSERVATION PERMANENCE: THE LAND TRUST ALLIANCE CONTINUES TO LEAD THE LAND TRUST COMMUNITY IN ITS MISSION TO PROVIDE LASTING LAND CONSERVATION. THE ALLIANCE SUPPORTS LAND TRUST SUCCESS BY INCREASING THEIR EXPERTISE, DILIGENCE, AND RESILIENCE. THROUGH ITS CONSERVATION DEFENSE INITIATIVE, LAND TRUSTS ARE MORE PREPARED THAN EVER TO OVERCOME LEGAL AND PRACTICAL CHALLENGES. THE ALLIANCE ALSO WORKS TO SHAPE THE PRACTICE AND THE BODY OF CONSERVATION LAW, ADVANCING THE LEGAL POSITION THAT CONSERVATION EASEMENTS MUST BE UPHELD CAREFULLY AND OWNED LAND DILIGENTLY PROTECTED, THAT CONSERVED LANDS BENEFIT THE PUBLIC AND DESERVE TO BE TAX-EXEMPT, AND THAT THE JUDGEMENT OF LAND TRUSTS THEREFORE IS WORTHY OF REGULATORY AND JUDICIAL DEFERENCE. THE 554 LAND TRUST MEMBERS OF TERRAFIRMA IN 2022 HAVE DEMONSTRATED THE WISDOM OF COLLECTIVE CONSERVATION DEFENSE ADDING LEGAL SUPPORT AND RESOURCES FOR OVER 11.1 MILLION ACRES OF CONSERVED LAND. TERRAFIRMA RISK RETENTION GROUP, LLC, THE CHARITABLE RISK POOL LAUNCHED BY THE ALLIANCE IN 2011 AND OWNED BY THE INSURED LAND TRUSTS, COVERED OVER 37,448 CONSERVATION PROPERTIES. WITH OVER 80 PERCENT OF THE LAND OWNED OR CONSERVED BY LAND TRUSTS SAFELY INSURED WITH TERRAFIRMA, OR HELD BY ORGANIZATIONS CAPABLE OF SELF-INSURANCE, THE LAND TRUST COMMUNITY HAS JUSTIFIABLY EARNED A REPUTATION FOR EXPERTLY SERVING THE PUBLIC INTEREST. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT 990 IS EMAILED TO ALL DIRECTORS WITH INSTRUCTIONS TO DIRECT ALL QUESTIONS, COMMENTS OR REVISIONS TO THE AUDIT COMMITTEE OR CHIEF OPERATING AND FINANCIAL OFFICER. THE AUDIT COMMITTEE REVIEWS THE RETURN WITH REPRESENTATIVES OF THE FIRM PREPARING THE RETURN AND AFTER IT COMPLETES ITS REVIEW AND ADDRESSES ANY QUESTIONS OR COMMENTS FROM OTHER BOARD MEMBERS, DIRECTS THE CHIEF OPERATING AND FINANCIAL OFFICER TO SIGN AND FILE THE RETURNS. FORM 990, PART VI, SECTION B, LINE 12C IN THE EVENT OF A POTENTIAL CONFLICT INVOLVING BOARD MEMBERS, IT IS THE OBLIGATION OF THE BOARD MEMBER TO BRING THE MATTER TO THE ATTENTION OF THE CHAIRMAN OF THE BOARD WHO WILL REFER THE MATTER TO THE AUDIT COMMITTEE OF THE BOARD TO REVIEW, MAKE RECOMMENDATIONS AND DISCLOSE ACTIONS TAKEN AT THE NEXT BOARD MEETING. STAFF WITH POTENTIAL CONFLICTS WILL DISCLOSE THEM IN WRITING TO THE PRESIDENT WHO WILL REVIEW THEM, TAKE APPROPRIATE ACTIONS AND REPORT SUBSTANTIVE CONFLICT ISSUES TO THE AUDIT COMMITTEE OF THE BOARD ON A REGULAR BASIS. THE FACTS AND CIRCUMSTANCES SURROUNDING THE POTENTIAL CONFLICT, JUSTIFICATION FOR PROCEEDING WITH THE POTENTIAL CONFLICT AND THE RECOMMENDED COURSE OF ACTION TO BE TAKEN TO MITIGATE THE ALLIANCE'S PARTICIPATION IN THE CONFLICT WILL BE DOCUMENTED. AT A MINIMUM THE MITIGATION ACTIONS SHOULD INCLUDE ASKING THE INDIVIDUAL INVOLVED IN THE POTENTIAL CONFLICT TO RECUSE AND ABSENT HIMSELF OR HERSELF FROM ANY INVOLVEMENT IN DISCUSSIONS OR DECISIONS PERTAINING TO THE POTENTIAL CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 IN 2017, THE BOARD ESTABLISHED A COMPENSATION COMMITTEE WHICH CONTRACTS AN INDEPENDENT REVIEW OF THE COMPENSATION OF THE PRESIDENT, CHIEF OPERATING & FINANCIAL OFFICER, CHIEF PROGRAM OFFICER, CHIEF MARKETING AND COMMUNICATIONS OFFICER. THE LAST REVIEW WAS COMPLETED IN 2020 AND INCLUDED A REVIEW OF COMPARABILITY DATA. A COPY OF THE CONSULTANT'S WRITTEN REPORT WAS PROVIDED TO THE COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 FORM 990 AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE ALLIANCE WEBSITE: WWW.LANDTRUSTALLIANCE.ORG. THE CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. ALLIANCE RISK MANAGEMENT SERVICES LLC 1250 H STREET NW SUITE 600 WASHINGTON DC 20005 463045386 RISK MANAGEMENT VT 306167 8978 LAND TRUST ALLIANCE LAND TRUST ACCREDITATION COMMISSION 36 PHILADELPHIA STREET SUITE 2 SARATOGA SPRINGS NY 12866 224622209 ACCREDITATION DC 501(C)(3) LINE 12A, I LAND TRUST ALLIANCE 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 1 0 0 LAND TRUST ACCREDITATION COMMISSION B 232800 BOOK LAND TRUST ACCREDITATION COMMISSION Q 189647 BOOK