BIG SUR LAND TRUST: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BIG SUR LAND TRUST (EIN 94-2473415)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-14
- IRS object ID
- 202531349349310233
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T14:11:16-07:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 770460195 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | McGilloway Ray Brown & Kaufman | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2511 Garden Road Suite A-180 | AddressLine1Txt |
| City | Monterey | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93940 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942473415 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Big Sur Land Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BIGS | BusinessNameControlTxt |
| Phone | 8316255523 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 509 Hartnell Street | AddressLine1Txt |
| City | Monterey | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93940 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jeannette Tuitele-Lewis | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Signature | 2025-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Patricia M Kaufman CPA | PreparerPersonNm |
| PTIN | P00312047 | PTIN |
| Phone | 8313733337 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Jeannette Tuitele-Lewis | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 509 Hartnell Street | AddressLine1Txt |
| City | Monterey | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93940 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $23,362,396 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.bigsurlandtrust.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1978 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | Big Sur Land Trusts mission is to inspire love of land across generations, conservation of our unique Monterey County landscapes, and access to outdoor experiences for all. Since 1978, we have conserved over 40,000 acres throughout the county. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 34 | TotalEmployeeCnt |
| Total Volunteers | 175 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $7,605,597 | PYContributionsGrantsAmt |
| CY Contributions Grants | $20,128,662 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $74,776 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $143,552 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,321,542 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,793,924 | CYInvestmentIncomeAmt |
| PY Other Revenue | $378,201 | PYOtherRevenueAmt |
| CY Other Revenue | $130,902 | CYOtherRevenueAmt |
| PY Total Revenue | $10,380,116 | PYTotalRevenueAmt |
| CY Total Revenue | $23,197,040 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $302,289 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $313,562 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,821,747 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,954,965 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $445,027 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,602,194 | PYOtherExpensesAmt |
| CY Other Expenses | $1,643,304 | CYOtherExpensesAmt |
| PY Total Expenses | $5,726,230 | PYTotalExpensesAmt |
| CY Total Expenses | $4,911,831 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,653,886 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $18,285,209 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $55,035,787 | TotalAssetsBOYAmt |
| Total Assets EOY | $77,353,024 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $644,837 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,346,205 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $54,390,950 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $73,006,819 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The mission of the Big Sur Land Trust is to inspire love of the land and conservation of our treasured landscapes. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,125,697 | ExpenseAmt |
| Grant | $7,499 | GrantAmt |
| Desc | Community - Funds are utilized to facilitate local community projects on the central coast relating to protection and conservation of significant lands. In addition, local conservation sites are being utilized to promote healthy communities by providing meaningful outdoor experiences for local youth and other groups in order to enhance the connection of people with the land. Planning and development of a new community park in Salinas, CA. Approximately 100,000 people benefited. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $889,470 | ExpenseAmt |
| Revenue | $91,178 | RevenueAmt |
| Desc | Stewardship - Big Sur Land Trust (BSLT) expends funds and initiates community partnerships to be effective stewards of both the BSLT's protected acreage as well as other important public and private lands. BSLT provides a high standard of stewardship for our ecological, cultural and scenic features that define the character of our properties and contribute to our natural and cultural heritage. Stewardship includes care of the facilities and amenities that ensure a high quality visitor experience; the standard of care balances ecological health and human use of the land. Approximately 100,000 people benefited. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $791,840 | ExpenseAmt |
| Grant | $303,377 | GrantAmt |
| Revenue | $52,374 | RevenueAmt |
| Desc | Planning and Conservation - Investigation and assessment of properties for possible acquisition such as Basin Ranch, Hiss Parcel, and a percentage interest of Martin Dunes. Examples of investigation and assessment include but are not limited to title and legal review, minerals assessment, habitat assessment, legal document drafting, and other research and transaction negotiation activities. Work towards the restoration of habitats, floodplains and other environmentally sensitive landscapes including Carr lake and the Carmel River. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $608,620 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $2,686 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $3,415,627 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | Yes (true) | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 47 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 34 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | The Organization | PersonNm |
| Phone | 8316255523 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 509 Hartnell Street | AddressLine1Txt |
| City | Monterey | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93940 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| Jeannette Tuitele-Lewis | |||||||
| CEO | 40.00 | 0.00 | Yes (X) | $214,276 | $0 | $52,459 | |
| Rachel Saunders | |||||||
| Dir. Conservation | 40.00 | 0.00 | $135,014 | $0 | $13,728 | ||
| Peter Eigen | |||||||
| CFO/COO | 40.00 | 0.00 | Yes (X) | $131,708 | $0 | $10,214 | |
| Patrick Riparetti | |||||||
| Stewardship Dir. | 40.00 | 0.00 | $123,573 | $0 | $17,349 | ||
| Katharine L Mitchell-Mehle | |||||||
| Development Dir | 40.00 | 0.00 | $130,410 | $0 | $6,646 | ||
| Barbara Utter | |||||||
| Financial Control | 40.00 | 0.00 | $111,650 | $0 | $3,500 | ||
| Hans Buder | |||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Jim Andrasick | |||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Krista Hanni PhD | |||||||
| Chair | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Carmen Gil | |||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Adrienne Laurent | |||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Monica Tovar | |||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Yuri Anderson | |||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Mark Boitano | |||||||
| Treasurer | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Joel Hernandez Laguna | |||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| John Gamble | |||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Will Lewallen PhD | |||||||
| Vice-Chair | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Larry Oda | |||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Dan Lee | |||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Alfred Munoz | |||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Pinney Allen | |||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Andrea Manzo | |||||||
| Secretary | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $846,631 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $103,896 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Robert A Bothman Inc | |||||
| 2690 Scott Blvd | Santa Clara | CA | 95050 | Construction | $1,089,022 |
| BFS Landscape Architects | |||||
| 425 Pacific Street | Monterey | CA | 93940 | Architectual Design | $165,025 |
| Balance Hydrologics Inc | |||||
| 800 Bancroft Way Ste 101 | Berkeley | CA | 94710 | Environmental Consult | $249,325 |
| Center for Community Advocacy | |||||
| 22 West Gabilan St | Salinas | CA | 93901 | Training | $142,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $21,000 | FundraisingAmt |
| Government Grants | $15,763,785 | GovernmentGrantsAmt |
| All Other Contributions | $4,343,877 | AllOtherContributionsAmt |
| Noncash Contributions | $231,204 | NoncashContributionsAmt |
| Total Contributions | $20,128,662 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Administration Fees | 561000 | $13,983 | $13,983 |
| Insurance Reimbursement | 900099 | $38,391 | $38,391 |
| Mitigation Services | 900099 | $91,178 | $91,178 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $143,552 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $712,962 | TotalRevenueColumnAmt |
| Exclusion | $712,962 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $151,427 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $45,094 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $106,333 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $106,333 | TotalRevenueColumnAmt |
| Exclusion | $106,333 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,179,707 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $98,745 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,080,962 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,080,962 | TotalRevenueColumnAmt |
| Exclusion | $2,080,962 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $20,564 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $21,000 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $21,517 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$953 | TotalRevenueColumnAmt |
| Exclusion | -$953 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $7,082 | GrossSalesOfInventoryAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,082 | TotalRevenueColumnAmt |
| Exclusion | $7,082 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Revenue | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $18,440 | TotalRevenueColumnAmt |
| Exclusion | $18,440 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $18,440 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,197,040 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $143,552 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $2,924,826 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $313,562 | TotalAmt |
| Program Services | $313,562 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $464,564 | TotalAmt |
| Program Services | $201,002 | ProgramServicesAmt |
| Management And General | $108,089 | ManagementAndGeneralAmt |
| Fundraising | $155,473 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,979,812 | TotalAmt |
| Program Services | $1,479,096 | ProgramServicesAmt |
| Management And General | $374,884 | ManagementAndGeneralAmt |
| Fundraising | $125,832 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,075 | TotalAmt |
| Program Services | $58,764 | ProgramServicesAmt |
| Management And General | $15,325 | ManagementAndGeneralAmt |
| Fundraising | $4,986 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $252,881 | TotalAmt |
| Program Services | $188,023 | ProgramServicesAmt |
| Management And General | $49,809 | ManagementAndGeneralAmt |
| Fundraising | $15,049 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,633 | TotalAmt |
| Program Services | $123,978 | ProgramServicesAmt |
| Management And General | $35,266 | ManagementAndGeneralAmt |
| Fundraising | $19,389 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,436 | TotalAmt |
| Program Services | $55,086 | ProgramServicesAmt |
| Management And General | $350 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,144 | TotalAmt |
| Program Services | $20,438 | ProgramServicesAmt |
| Management And General | $18,203 | ManagementAndGeneralAmt |
| Fundraising | $7,503 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,000 | TotalAmt |
| Program Services | $18,000 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,547 | TotalAmt |
| Management And General | $131,547 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $561,992 | TotalAmt |
| Program Services | $486,808 | ProgramServicesAmt |
| Management And General | $43,724 | ManagementAndGeneralAmt |
| Fundraising | $31,460 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,518 | TotalAmt |
| Program Services | $17,699 | ProgramServicesAmt |
| Management And General | $5,958 | ManagementAndGeneralAmt |
| Fundraising | $17,861 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,583 | TotalAmt |
| Program Services | $34,419 | ProgramServicesAmt |
| Management And General | $67,686 | ManagementAndGeneralAmt |
| Fundraising | $11,478 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,339 | TotalAmt |
| Program Services | $64,635 | ProgramServicesAmt |
| Management And General | $37,085 | ManagementAndGeneralAmt |
| Fundraising | $10,619 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,545 | TotalAmt |
| Program Services | $51,886 | ProgramServicesAmt |
| Management And General | $1,666 | ManagementAndGeneralAmt |
| Fundraising | $4,993 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,618 | TotalAmt |
| Program Services | $35,466 | ProgramServicesAmt |
| Management And General | $7,714 | ManagementAndGeneralAmt |
| Fundraising | $2,438 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,937 | TotalAmt |
| Program Services | $26,360 | ProgramServicesAmt |
| Management And General | $64,169 | ManagementAndGeneralAmt |
| Fundraising | $10,408 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,475 | TotalAmt |
| Program Services | $36,829 | ProgramServicesAmt |
| Management And General | $53,936 | ManagementAndGeneralAmt |
| Fundraising | $8,710 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Repairs & maintenance | $133,752 | $110,794 | $17,102 | $5,856 |
| Food & service | $30,694 | $30,675 | $19 | |
| Dues & subscriptions | $27,845 | $11,232 | $14,057 | $2,556 |
| Conservation Improvements | $18,226 | $18,226 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,653 | TotalAmt |
| Program Services | $32,649 | ProgramServicesAmt |
| Management And General | $4,588 | ManagementAndGeneralAmt |
| Fundraising | $10,416 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,911,831 | TotalAmt |
| Program Services | $3,415,627 | ProgramServicesAmt |
| Management And General | $1,051,177 | ManagementAndGeneralAmt |
| Fundraising | $445,027 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $632,678 | BOYAmt |
| EOY | $1,297,875 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,309,474 | BOYAmt |
| EOY | $11,250,801 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,236,223 | BOYAmt |
| EOY | $1,803,665 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,165 | BOYAmt |
| EOY | $1,392 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,235 | BOYAmt |
| EOY | $56,922 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,887,217 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $951,834 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,940,861 | BOYAmt |
| EOY | $3,935,383 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,635,601 | BOYAmt |
| EOY | $22,334,966 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,238,550 | BOYAmt |
| EOY | $36,672,020 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,035,787 | BOYAmt |
| EOY | $77,353,024 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $522,039 | BOYAmt |
| EOY | $889,765 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,679 | BOYAmt |
| EOY | $3,414,971 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,119 | BOYAmt |
| EOY | $41,469 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $644,837 | BOYAmt |
| EOY | $4,346,205 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,306,071 | BOYAmt |
| EOY | $39,304,467 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,084,879 | BOYAmt |
| EOY | $33,702,352 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,390,950 | BOYAmt |
| EOY | $73,006,819 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,035,787 | BOYAmt |
| EOY | $77,353,024 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $18,285,209 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $234,263 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $96,397 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,991,549 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,664,530 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,177,559 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,605,597 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,128,662 | CurrentTaxYearAmt |
| Total | $37,567,897 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,991,549 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,664,530 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,177,559 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,605,597 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,128,662 | CurrentTaxYearAmt |
| Total | $37,567,897 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $878,424 | SubstantialContributorsTotAmt |
| Public Support Total170 | $36,689,473 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $560,986 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $510,807 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $554,937 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $835,232 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $864,389 | CurrentTaxYearAmt |
| Total | $3,326,351 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,047 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $45,983 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,655 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $44,775 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $39,004 | CurrentTaxYearAmt |
| Total | $175,464 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $41,069,712 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $334,771 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.89330 | PublicSupportCY170Pct |
| Public Support PY170 | 0.75490 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed Section4955 Tax | false | Form4720FiledSection4955TaxInd |
| Correction Made | false | CorrectionMadeInd |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $18,000 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $18,000 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,893,831 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,911,831 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $395,592 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $98,898 | FilingOrganizationsTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed | false | Form4720FiledInd |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $325,286 | CurrentYearMinus3Amt |
| Current Year Minus2 | $360,197 | CurrentYearMinus2Amt |
| Current Year Minus1 | $436,312 | CurrentYearMinus1Amt |
| Current Year | $395,592 | CurrentYearAmt |
| Total | $1,517,387 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,276,081 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $18,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $18,000 | CurrentYearMinus2Amt |
| Current Year | $18,000 | CurrentYearAmt |
| Total | $54,000 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $81,322 | CurrentYearMinus3Amt |
| Current Year Minus2 | $90,049 | CurrentYearMinus2Amt |
| Current Year Minus1 | $109,078 | CurrentYearMinus1Amt |
| Current Year | $98,898 | CurrentYearAmt |
| Total | $379,347 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $569,021 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preservation Public Use | Yes (X) | PreservationPublicUseInd |
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Preservation Open Space | Yes (X) | PreservationOpenSpaceInd |
| Historic Land Area | Yes (X) | HistoricLandAreaInd |
| Total Easements | 36 | TotalEasementsCnt |
| Total Acreage | 69 | TotalAcreageCnt |
| Historic Strctr Easements Aftr | 6 | HistoricStrctrEasementsAftrCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (true) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 80 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $9,423 | ExpensesIncurredEnforcementAmt |
| Section170h Rqr Stsfd | Yes (true) | Section170hRqrStsfdInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,427,211 | BeginningYearBalanceAmt |
| Contributions | $745,368 | ContributionsAmt |
| Investment Earnings Or Losses | $1,343,043 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $169,140 | OtherExpendituresAmt |
| End Year Balance | $11,346,482 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,690,409 | BeginningYearBalanceAmt |
| Contributions | $150,000 | ContributionsAmt |
| Investment Earnings Or Losses | $983,930 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $397,128 | OtherExpendituresAmt |
| End Year Balance | $9,427,211 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,811,796 | BeginningYearBalanceAmt |
| Contributions | $150,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,805,483 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $465,904 | OtherExpendituresAmt |
| End Year Balance | $8,690,409 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,435,275 | BeginningYearBalanceAmt |
| Contributions | $150,000 | ContributionsAmt |
| Investment Earnings Or Losses | $2,567,749 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $341,228 | OtherExpendituresAmt |
| End Year Balance | $10,811,796 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,422,802 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $302,212 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $289,739 | OtherExpendituresAmt |
| End Year Balance | $8,435,275 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.98550 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.01450 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $324,786 | OtherCostOrOtherBasisAmt |
| Book Value | $324,786 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,229,402 | OtherCostOrOtherBasisAmt |
| Depreciation | $459,036 | DepreciationAmt |
| Book Value | $770,366 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,832,195 | OtherCostOrOtherBasisAmt |
| Depreciation | $122,980 | DepreciationAmt |
| Book Value | $2,709,215 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $371,131 | OtherCostOrOtherBasisAmt |
| Depreciation | $275,305 | DepreciationAmt |
| Book Value | $95,826 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $129,703 | OtherCostOrOtherBasisAmt |
| Depreciation | $94,513 | DepreciationAmt |
| Book Value | $35,190 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,935,383 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (6 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Assets held for split-interest trusts | $1,357,575 |
| Deposits | $12,976 |
| Elliot Trust Receivable | $966,819 |
| Land held for preservation | $33,796,381 |
| Resid int in irrev charitable remain tr | $500,000 |
| Right of use asset | $38,269 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $36,672,020 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Lease Liability | $38,269 |
| Security Deposits | $3,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $41,469 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $23,442,567 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $234,263 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $1,320 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $141,491 | OtherRevenueAmt |
| Revenue Not Reported | $377,074 | RevenueNotReportedAmt |
| Revenue Subtotal | $23,065,493 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $131,547 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $131,547 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $23,197,040 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,826,698 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $1,320 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $45,094 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $46,414 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,780,284 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $131,547 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $131,547 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,911,831 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part II, Line 5: Summarized Policy | It is the policy of Big Sur Land Trust to only acquire and hold for consideration those lands or interests in land that contain resources or conservation values that the land trust determines to be of real benefit to the public.The Land Trust shall proactively manage and monitor all lands and conservation easements that it acquires for the long-term benefit of the local communities where those lands are situated, emphasizing long-term ecological health of the land and associated resources. Prior to acquisition, the land trust will assess and document the resources and conservation values of concern and will project the reasonable on-going management, monitoring and enforcement costs thereof; the trust will determine a means of endowing these stewardship costs. The land trust will undertake appropriate due diligence regarding title and liability issues prior to acquisition, including assessment for hazardous materials or conditions, visual inspection for adverse interests of claims, title insurance and surveys when appropriate. |
| Part II, Line 9: Organization Reporting of conservation easements. | The trust periodically receives or purchases conservation easements which limit the allowable uses of the related property to open space uses consistent with the trust's mission. Contributed conservation easements received are recorded as easement contributions based on the estimated value given up by the land owner by restricting the use of the property with an easement. Because of donor restrictions, contributed conservation easements and conservation easements purchased with restricted donations bear no future benefit to the trust and are therefore expensed as land and easements conveyed in the year they are acquired. In connection with the transfer or sale of land to governmental agencies, the trust may retain a conservation easement on the land. Because these easements bear no future financial benefit to the trust, they are not recorded on the trust's statement of financial position. The trust capitalizes the cost of purchased easements only when they are expected to be sold or otherwise result in some future financial benefit to the trust. There were no capitalized conservation easements as of June 30, 2024. |
| Part V, Line 4: Intended uses of the endowment fund. | The organization's endowment funds are used for the acquisition, restoration and stewardship of lands and waters in California Central Coast Region. |
| Part X : FIN48 Footnote | Accounting principles generally accepted in the United States of America provide accounting and disclosure guidance about positions taken by an organization in its tax returns that might be uncertain. Management has considered its tax positions and believes that all of the positions taken by the Trust in its federal and state tax returns are more-likely-than-not to be sustained upon examination. |
| Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 | Valuation adj. to split interest trusts $96397 rental expense $45094 |
| Part XII, Line 2d: Other expenses and losses per audited F/S | rental expense $45094 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Race for Open Space | Event1Nm |
| Gross Receipts Event1 | $41,564 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $21,000 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $20,564 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $150 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $7,502 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $226 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $13,639 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $41,564 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $21,000 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $20,564 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $150 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $7,502 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $226 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $13,639 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $21,517 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$953 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| California Council of Land Tr | |||||||
| 1029 J Street Ste 120 | Sacramento | CA | 95814 | 010826246 | $300,328 | $0 | Earth Advocacy Program |
| UNDER 5000 PART IV LINE 21 | |||||||
| 509 Hartnell Street | Monterey | CA | 93940 | $13,234 | $0 | Assorted contributions under $5000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grantmaker's Description of How Grants are Used | FormAndLineReferenceDesc |
| Explanation | Grantees are selected and approved by the CEO and COO. Detailed records of disbursements/expenses are kept in the Finance office. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jeannette Tuitele-Lewis | PersonNm |
| Title | CEO | TitleTxt |
| Base Compensation Filing Org | $214,276 | BaseCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $10,750 | DeferredCompensationFlngOrgAmt |
| Nontaxable Benefits Filing Org | $41,709 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $266,735 | TotalCompensationFilingOrgAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a: Relevant information in regards to selections on 1a. | BSLT entered into an "Equity Sharing and Tenancy in Common Agreement" with its President/CEO, Jeannette Tuitele-Lewis, wherein BSLT and Jeannette each purchased 50% of a single family home which serves as her residence. Upon termination of employment, BSLT has the right to repurchase Jeannette's 50% interest at the then-market value as determined by appraisal. Agreement was implemented in February of 2018. |
| Part III, Additional Information | BSLT entered into an "Equity Sharing and Tenancy in Common Agreement" with its President/CEO, Jeannette Tuitele-Lewis, wherein BSLT and Jeannette each purchased 50% of a single family home which serves as her residence. Upon termination of employment, BSLT has the right to repurchase Jeannette's 50% interest at the then-market value as determined by appraisal. Agreement was implemented in February of 2018. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jeannette Tuitele-Lewis | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | CEO | RelationshipDescriptionTxt |
| Transaction | 50% in real estate | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule L, Part V Supplemental Information | FormAndLineReferenceDesc |
| Explanation | BSLT entered into an "Equity Sharing and Tenancy in Common Agreement" with its President/CEO, Jeannette Tuitele-Lewis, wherein BSLT and Jeannette each purchased 50% of a single family home which serves as her residence. Upon termination of employment, BSLT has the right to repurchase Jeannette's 50% interest at the then-market value as determined by appraisal. Agreement was implemented in February of 2018. | ExplanationTxt |
Schedule M IRS990ScheduleM
Real Estate Other RealEstateOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $228,844 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Appraisal | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,360 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4d | OTHER PROGRAM SERVICES 4: Communications - The goal of the organization's communications effort is to introduce the Big Sur Land Trust's updated mission and vision to the widest possible audience to increase donations, membership, volunteer-ism and conservation advocacy. OTHER PROGRAM SERVICES 5: Planning and Conservation - Investigation and assessment of properties for possible acquisition such as Basin Ranch, Hiss Parcel, and a percentage interest of Martin Dunes. Examples of investigation and assessment include but are not limited to title and legal review, minerals assessment, habitat assessment, legal document drafting, and other research and transaction negotiation activities. Work towards the restoration of habitats, floodplains and other environmentally sensitive landscapes including Carr lake and the Carmel River. |
| Form 990, Part VI, Section B, Line 11b | Form 990 is prepared by an independent accounting firm and initially reviewed by BSLTs Chief Operating Officer and the audit committee. Any changes will be discussed and the document revised, if necessary, shall be electronically submitted, with the audit committee's recommendation for approval, to the entire board of trustees for their review and approval. Once approved by the board, the final form 990 is submitted to the IRS. |
| Form 990, Part VI, Section B, Line 12c | The BSLTs Board of Directors regularly and consistently monitors and enforces compliance with the written conflict of interest policy annually. Each board trustee, committee member and employee is required to read and sign an updated conflict of interest statement each year. |
| Form 990, Part VI, Section B, Line 15a | Board of Trustees Executive Committee oversees gathering information (outside salary surveys, informal queries of other land trusts, HR professionals) and determining the compensation of the CEO and COO. |
| Form 990, Part VI, Section B, Line 15b | The CEO and COO set salary ranges and determine compensation and adjustments for key employees. |
| Form 990, Part VI, Section C, Line 19 | All documents are available for viewing in the organization's office or upon request. |
| Form 990, Part XI, Line 9 | Valuation adjustment to split interest trusts = $96397 |