2022-11-10T20:59:00-07:00 2021-12-31 990 2021-01-01 383299537 KEWEENAW LAND TRUST INC KEWE 9064820820 101 Quincy Street Suite 303 Hancock MI 49930 Stephanie Tubman Vice-President 9064820820 2022-11-11 1 11 1 AAL2 X 2021 2022-09-23 18:48:47Z Erik Lilleskov 101 Quincy Street Suite 303 Hancock MI 49930 901668 0 X www.KeweenawLandTrust.org X 1996 MI Land conservation, resource stewardship and educational outreach in the six western counties of Michigan's Upper Peninsula 11 11 5 50 0 0 2136171 773737 4366 265 60326 124866 550 2745 2201413 901613 0 0 0 0 92789 89142 0 0 7335 221087 149111 313876 238253 1887537 663360 9606815 10243026 28168 3577 9578647 10239449 Keweenaw Land Trust is a community partner protecting land, water and quality of life through conservation, stewardship and educational outreach 0 0 46030 0 0 CONSERVATION: Keweenaw Land Trust (KLT) protected additional lands in Baraga County as part of its Abbaye Peninsula-Huron Bay Conservation Initiative. About 11 acres with 900 feet of Lake Superior frontage on the north shore of Abbaye Peninsula was protected with primary funding from the US Fish and Wildlife Service National Coastal Wetland Conservation program (USFWS-NCWC). The protected property comprises wetland wildlife corridors along bluff shoreline along with rustic camping sites near rock shelves that provide lake access. KLT was invited to represent Michigan at a national federal funder meeting by sharing highlights of over a decade of conservation work on the Abbaye and Huron Bay that has been supported by 4 federal grants and numerous partners. A generous land donation of 40 acres protects 1,700' of Lake Superior shoreline on the north shore of the Keweenaw Peninsula in Keweenaw County with ancient bedrock, dunes and diverse habitats that support native wildlife and rare plants. Several potential conservation projects are under evaluation or in development from partner referrals, landowner inquiries, and organizational program initiatives, including 40 acres of old growth forest and an island in Lake Superior. In accordance with Land Trust Alliance (LTA) Standards, the organization continues improving its land conservation practices and record keeping. One goal is to work with legal counsel to update the template used for drafting conservation easements to align with current best practices. 128098 0 265 STEWARDSHIP: KLT continued work to enhance habitats and facilitate public access opportunities in keeping with resource sustainability goals. During the COVID pandemic, KLT nature areas were visited more frequently by the public and required more staff and volunteer attention for monitoring and to ensure habitat protection. To facilitate more public use, KLT received a Land Trust Alliance (LTA) grant to develop and install signage to help visitors find and explore KLT nature areas. An Americorps volunteer worked with KLT to evaluate and inventory shoreline locations that can potentially be included as part of the Keweenaw Water Trail. As a program partner, KLT hosted a large cohort of Americorps volunteers for a stewardship training that included site visits to KLT properties on the Abbaye Peninsula. A habitat improvement project at the Huron Bay Field Station included conifer release work intended to increase the confer component at the property, in partnership with a group working to improve deer habitat. KLT volunteers carried out dune stabilization work and accessibility improvements at the Keweenaw Sandhills Nature Area to allow for sustainable public access to the shoreline, while protecting sensitive habitat. Resident volunteers made significant accessibility and facility improvements at the Marsin Nature Retreat to benefit community users. In accordance with LTA Standards, KLT conducted annual monitoring of its nature areas and private lands protected by conservation easements to ensure that conservation values are being protected. With volunteer help, staff made technical improvements to computers, networks, and backup systems for better security and organization of digital records for KLT's land conservation and stewardship programs. Several educational outreach programs were conducted in support of environmental stewardship and regional habitat enhancement goals, as described below. 12498 0 0 EDUCATION: The COVID-19 pandemic continued to curtail in-person programs during 2021 but KLT expanded online and self-serve opportunities for education and community engagement. Numerous "Story Trail" programs were organized to create family-friendly experiences at KLT nature areas, with several events held in cooperation with community partners. The signage at KLT nature areas provided by the LTA grant helped more community members connect with KLT properties and learn about the organization's mission. KLT celebrated its 25th year in 2021, with active social media outreach and special publications highlighting the organization's goals and accomplishments. To reach visitors and new audiences, KLT shared information with attendees at local art fair events. KLT regularly conducted educational outreach through its website (www.KeweenawLandTrust.org), social media and email notices, and through print publication of newsletters, reports, and brochures. 3062 0 0 OTHER: KLT is an active member of the Keweenaw Invasive Species Management Area (KISMA) partnership, that conducts planning and community engagement to support implementation of invasive species control strategies. KLT supported ongoing partnerships with Keweenaw Geoheritage, the Copper Country Recycling Initiative, and the Stewards of Bete Grise Preserve. KLT supported the Keweenaw Outdoor Recreation Coalition (KORC) that builds on the successful conservation of lands in Keweenaw County that provide recreation benefits in addition to resource conservation. Substantial community interest and significant potential for additional land conservation and recreation enhancements combine to create important but rare opportunities for KORC that require a broad community partnership to be successful. 3062 0 0 189688 1 1 0 0 0 0 1 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 2 0 1 5 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 MI X Evan McDonald 9064820820 101 Quincy Street Suite 303 Hancock MI 49930 X X Patricia Toczydlowski Project Specialist 25 0 X X 24046 0 0 Evan McDonald Executive Director 7 0 X 8347 0 0 Erik Lilleskov President 3 0 X X 0 0 0 Stephanie Tubman Vice President 3.00 0 X X 0 0 0 Christine Handler Secretary 3 0 X X 0 0 0 William Leder Treasurer 3 0 X X 0 0 0 Ellen Aiken Director 2 0 X 0 0 0 Alex Hirzel Director 2 0 X 0 0 0 Maria Janowiak Director 2.00 0 X 0 0 0 Calvin Koski Director 2 0 X 0 0 0 Lisa McKenzie Director 2 0 X 0 0 0 Louie Vencato Director 2 0 X 0 0 0 Leo Wheeler Director 2 0 X 0 0 0 32393 0 0 0 0 0 0 0 0 0 0 0 183491 590246 387829 773737 265 265 0 0 265 124866 124866 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2234 0 55 2179 0 2179 566 0 566 566 0 0 0 901613 125697 0 2179 0 0 0 0 0 0 0 0 32393 19803 10553 2037 0 0 0 0 50348 36832 10917 2599 0 0 0 0 0 0 0 0 6401 4382 1660 359 0 0 0 0 472 472 0 0 490 490 0 0 0 0 0 0 7313 0 7313 0 4400 4400 0 0 119 50 34 35 6037 3501 2053 483 8199 4755 2788 656 0 0 0 0 7200 4176 2448 576 3557 3537 20 0 0 0 0 0 733 421 242 70 0 0 0 0 0 0 0 0 38747 38747 9075 7086 1610 379 Land conservation projects 30046 30046 0 0 Stewardship - protected lands management 21953 21953 0 0 AmeriCorps service member 9000 8500 500 0 Organizational dues and fees 1770 1027 602 141 238253 189688 41230 7335 131391 202685 111312 152563 0 0 12089 7331 0 0 0 0 0 0 13500 13500 5492 4996 9084811 393738 8174320 8691073 1158691 1170858 0 0 0 0 0 0 20 20 9606815 10243026 3615 3577 0 0 0 0 0 0 0 0 5000 0 0 0 19553 0 28168 3577 X 854534 916520 8724113 9322929 9578647 10239449 9606815 10243026 663360 8729 0 0 -11287 0 X 0 1 X 1 0 X 860377 381456 754165 2136171 773737 4905906 0 0 0 0 0 0 0 0 0 0 0 0 860377 381456 754165 2136171 773737 4905906 1767722 3138184 41661 52935 46974 60326 124866 326762 0 0 0 0 0 0 156 207 786 4366 265 5780 5238448 0 0.59907 0.67610 X Schedule A, Part II, Line 10 Other income shown ($265) is the total of program service revenues associated with community outreach events and Keweenaw Water Trail programs. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 20 4220 0 0 0 1 1 150 3860 1 17305 0 2958 0 648 378 19237 17562 0 1209 0 1141 325 17305 14885 0 3016 0 0 339 17562 17051 0 -1022 0 796 349 14884 15709 0 2458 0 800 343 17024 0 1 0 1 0 0 7977690 7977690 0 670408 178462 491946 0 0 0 0 0 83280 80336 2944 0 353433 134940 218493 8691073 903084 8729 0 0 55 8784 894300 7313 0 7313 901613 230995 0 0 0 55 55 230940 7313 0 7313 238253 Schedule D, Part II, Line 5 Organization has a written policy manual drafted in accordance with Standards & Practices of the Land Trust Alliance that includes sections specific to monitoring and enforcement of conservation easements held. All easement properties are inspected at least annually by the organization with written documentation and critical correspondence retained in the permanent records of the organization. Schedule D, Part II, Line 9 Conservation easements are valued at the nominal value of $1 each for tracking purposes. Schedule D, Part V, Line 4 Endowment funds held by the Keweenaw Area Community Foundation on behalf of the organization are dedicated or directed to the support for the mission of the Keweenaw Land Trust to protect land, water and quality of life through conservation, stewardship and educational outreach Schedule D, Part XI, Line 2d Fundraising expenses are tabulated as revenue in audit Schedule D, Part XII, Line 2d Fundraising expenses Terry Kinzel Founder Land Purchase X 20000 1 0 1 1 1 Schedule L, Part II The final payment of $5,000 on the loan was made in 2021 and this loan is considered paid in full. The electronic version of Schedule L would not accept a non-zero amount for Column f, Balance due, so a nominal amount of $1 was entered as the balance due in order to complete the form. X 1 12829 cash value on donation date X 2 375000 appraisal 1 0 1 1 Schedule M, Part I, Line 32b The organization sometimes uses the services of a licensed real-estate agent to market a property donated as a 'trade land' or one that the donor intends for the organization to sell with proceeds directed to mission-related purposes. The organization uses a brokerage firm to accept and process the sale of donated securities. Form 990, Part VI, Section A, Line 6 The organization has members given the right to review organizational documents such as financial reports, meeting minutes, and policies and the right to voice recommendations to the governing board. The organization has membership classes based on contribution levels but all supporting members have the same rights. Form 990, Part VI, Section A, Line 7a All supporting members have the right to elect directors to the governing board of the organization at its annual membership meeting. Form 990, Part VI, Section A, Line 7b The right to vote on proposed changes to the bylaws of the organization is reserved exclusively for members. Form 990, Part VI, Section B, Line 11b Keweenaw Land Trust staff prepared this return, which was reviewed by the Executive Director and shared with the Board of Directors prior to submission. Form 990, Part VI, Section B, Line 12c Conflicts of interest are disclosed and considered on a case-by-case basis during the conduct of the organization's business. Directors with an actual or perceived conflict of interest are excused from relevant Board discussion and decisions, and the handling of the matter is disclosed in the meeting minutes. Directors sign an annual conflict of interest disclosure certifying that they have read and understand the organization's conflict of interest policy and declaring known conflicts. Form 990, Part VI, Section C, Line 19 A summary of annual financial statements is presented at the annual general membership meeting; proposed bylaw amendments are distributed to the general membership by mail, the KLT website, and at the annual meetings; organization's bylaws are posted on the website; Land Trust Alliance Standards and Practices are posted on the website; and all of these, along with the organization's governing documents and policies, are available upon request. Form 990, Part VII, Section A, Line 1a Note that 2021 compensation ($8,347) for Evan McDonald, Executive Director and key employee reflects salary for only a portion of the year, as this employee was on an unpaid 8-month sabbatical leave. This return is to be filed by November 15, 2022. An automatic extension has been granted.