PLACER LAND TRUST: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
PLACER LAND TRUST (EIN 68-0223143)
Tax period
2021-07-01 to 2022-06-30
Filed
2022-10-28
IRS object ID
202233019349301438
Schema version
2021v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-10-28T12:22:31-07:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN204810239PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MICHAEL SHIMIZU CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1433 GLADSTONE CTAddressLine1Txt
CityROSEVILLECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95747ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN680223143EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PLACER LAND TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPLACBusinessNameControlTxt
Phone5308879222PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1922 LINCOLN WAYAddressLine1Txt
CityAUBURNCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95603ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEFF DARLINGTONPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone5308879222PhoneNum
Signature2022-04-28SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJEFFPersonFirstNm
Person LastDARLINGTONPersonLastNm
FieldValueIRS element (for citing)
SSN000000000SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMichael Shimizu CPAPreparerPersonNm
PTINP00618900PTIN
Phone9169103439PhoneNum
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJeff DarlingtonPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1922 Lincoln Way Suite 200AddressLine1Txt
CityAuburnCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95603ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$11,696,930GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.placerlandtrust.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1991FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionLAND CONSERVATIONActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee13TotalEmployeeCnt
Total Volunteers113TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$4,062,345PYContributionsGrantsAmt
CY Contributions Grants$2,248,101CYContributionsGrantsAmt
PY Program Service Revenue$1,078,374PYProgramServiceRevenueAmt
CY Program Service Revenue$864,563CYProgramServiceRevenueAmt
PY Investment Income$822,939PYInvestmentIncomeAmt
CY Investment Income$756,884CYInvestmentIncomeAmt
PY Other Revenue$49,023PYOtherRevenueAmt
CY Other Revenue-$1,317CYOtherRevenueAmt
PY Total Revenue$6,012,681PYTotalRevenueAmt
CY Total Revenue$3,868,231CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$957,413PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$949,038CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$124,886CYTotalFundraisingExpenseAmt
PY Other Expenses$427,230PYOtherExpensesAmt
CY Other Expenses$724,497CYOtherExpensesAmt
PY Total Expenses$1,384,643PYTotalExpensesAmt
CY Total Expenses$1,673,535CYTotalExpensesAmt
PY Revenues Less Expenses$4,628,038PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,194,696CYRevenuesLessExpensesAmt
Total Assets BOY$91,360,177TotalAssetsBOYAmt
Total Assets EOY$90,375,925TotalAssetsEOYAmt
Total Liabilities BOY$4,586,287TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,354,868TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$86,773,890NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$86,021,057NetAssetsOrFundBalancesEOYAmt
MissionLAND CONSERVATIONMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$150,854ExpenseAmt
Grant$0GrantAmt
Revenue$566,181RevenueAmt
DescTHE PRIMARY FUNCTION OF PLACER LAND TRUST (PLT) IS TO PROTECT AGRICULTURAL AND NATURAL LAND FOR PUBLIC BENEFIT IN THE PLACER COUNTY REGION THROUGH ACQUISITION AND MANAGEMENT OF LAND AND/OR CONSERVATION EASEMENTS. OVER THIS FISCAL YEAR PLT HAS PROTECTED AN ADDITIONAL 394 ACRES THROUGH THREE PROJECTS, BRINGING THE CUMULATIVE TOTAL OF LAND PROTECTED TO 12,357 ACRES. HIGHLIGHTS OF THE YEAR INCLUDE 1) WHISKEY RUN RANCH EAST PRESERVE IS 197 PROTECTED ACRES OF A FAMILY OWNED AND OPERATED CATTLE AND MIXED LIVESTOCK RANCH. THE LAND IS HIGH-QUALITY GRAZING LAND AMIDST BLUE OAK WOODLANDS AND ANNUAL GRASSLANDS, WITH A QUARTER-MILE STRETCH OF RACCOON CREEK RUNNING THROUGH THE RANCH. 2) DOTY CREEK RANCH PRESERVE IS 186 ACRES OF WORKING WALNUT ORCHARD AND IS NOW THE FIRST PERMANENTLY PROTECTED COMMERCIAL NUT ORCHARD IN PLACER COUNTY.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$976,691ExpenseAmt
Grant$0GrantAmt
Revenue$298,382RevenueAmt
DescHABITAT STEWARDSHIP AND ENHANCEMENT-PLACER LAND TRUST ACTIVELY MANAGES PROPERTIES IT OWNS TO ENSURE PUBLIC BENEFIT IS PROTECTED FOR NOW AND FOREVER. WHERE AND WHEN CONDITIONS AND FUNDING ALLOW, WE WORK TO ENHANCE THE PUBLIC VALUE OF OUR PROPERTIES BY RESTORING WILDLIFE HABITAT, CONTROLLING NON-NATIVE INVASIVE WEEDS, REDUCING FUEL LOADS, IMPROVING PUBLIC ACCESS, ETC. FOR EXAMPLE, WE OWN VERNAL POOL PRESERVES IN WESTERN PLACER COUNTY INCLUDING DOTY RAVINE AND SWAINSONS' GRASSLAND PRESERVES, ON WHICH WE PROTECT ENDANGERED SPECIES, CONTROL NON-NATIVE INVASIVE SPECIES, RESTORE AND ENHANCE VERNAL POOL AND ASSOCIATED HABITAT, REDUCE FUEL LOADS, AND CONDUCT EDUCATIONAL TOURS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$41,844ExpenseAmt
Grant$0GrantAmt
Revenue$0RevenueAmt
DescCOMMUNITY ENGAGEMENT: WE BELIEVE THAT TIME SPENT IN NATURE GREATLY IMPROVES QUALITY OF LIFE AND RESEARCH SUPPORTS ITS MANY HEALTH BENEFITS. WE FOCUS ON CREATING OPPORTUNITIES THAT INCREASE ACCESS TO THE OUTDOORS ON OUR PRESERVES, INCLUDING 1) BUILDING OF TRAILS FOR HIKING, RUNNING, MOUNTAIN BIKING, AND HORSEBACK RIDING; 2) VOLUNTEER DOCENT-LED HIKES AND TOURS; AS WELL AS OTHER ACTIVITIES THAT ALLOW THE PUBLIC RECREATIONAL ACCESS; 3) PARTNERSHIPS WITH OTHER RECREATION AND OUTDOOR EDUCATION ENTITIES FOR PUBLIC EXPERIENCES AND 4) LAND STEWARDSHIP ACTIVITIES SUCH AS SCOTCH BROOM CLEARING, TREE PLANTING, OR TRAIL MAINTENANCE. OUR OUTREACH EFFORTS ARE PRIMARILY VOLUNTEER-LED, AND TARGETED TO PEOPLE OF ALL AGES.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$1,169,389TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsYes (true)ConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document18IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee13EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5308879222PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1922 LINCOLN WAY SUITE 200AddressLine1Txt
CityAUBURNCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95603ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
CHRISTINE PIEPER
PRESIDENT4.00Yes (X)Yes (X)$0$0$0
FRED YEAGER
VICE PRESIDENT2.00Yes (X)Yes (X)$0$0$0
MARGARET TIDES
DIRECTOR2.00Yes (X)$0$0$0
RICH FERRERIA
DIRECTOR2.00Yes (X)$0$0$0
ROBERT GILLIOM
TREASURER5.00Yes (X)Yes (X)$0$0$0
JIM HAAGEN-SMIT
SECRETARY2.00Yes (X)Yes (X)$0$0$0
KAREN KEENE
DIRECTOR2.00Yes (X)$0$0$0
BARBARA BRENNER
DIRECTOR2.00Yes (X)$0$0$0
ACHINI BANDARA
DIRECTOR2.00Yes (X)$0$0$0
DOUG HOUSTON
DIRECTOR2.00Yes (X)$0$0$0
JEFF DARLINGTON
EXECUTIVE DIRECTOR40.00Yes (X)$145,559$0$4,367
AMY EUBANK
DIRECTOR2.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$145,559TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$4,367TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$2,248,101AllOtherContributionsAmt
Noncash Contributions$24,242NoncashContributionsAmt
Total Contributions$2,248,101TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
CONVEYANCE FEES900099$717,515$0$0
GRAZING LEASES900099$39,882$0$0
FUNDING AGREEMENTS900099$101,525$0$0
MITIGATION FEES900099$5,641$0$0
FieldValueIRS element (for citing)
Total Program Service Revenue$864,563TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$220,756TotalRevenueColumnAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$220,756ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$8,333,586SecuritiesAmt
Other$1,050OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$7,798,506SecuritiesAmt
Other$2OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$535,080SecuritiesAmt
Other$1,048OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$536,128TotalRevenueColumnAmt
Related Or Exempt Func Income$536,128RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$26,335FundraisingGrossIncomeAmt
Fundraising Direct Expenses$30,191FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$3,856TotalRevenueColumnAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$3,856ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOtherDesc
Business900099BusinessCd
Total Revenue Column$2,539TotalRevenueColumnAmt
Related Or Exempt Func Income$2,539RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$2,539OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,868,231TotalRevenueColumnAmt
Related Or Exempt Func Income$1,403,230RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$216,900ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$145,558TotalAmt
Program Services$100,610ProgramServicesAmt
Management And General$30,203ManagementAndGeneralAmt
Fundraising$14,745FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$660,307TotalAmt
Program Services$456,404ProgramServicesAmt
Management And General$137,014ManagementAndGeneralAmt
Fundraising$66,889FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$18,661TotalAmt
Program Services$12,898ProgramServicesAmt
Management And General$3,873ManagementAndGeneralAmt
Fundraising$1,890FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$63,031TotalAmt
Program Services$43,567ProgramServicesAmt
Management And General$13,079ManagementAndGeneralAmt
Fundraising$6,385FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$61,481TotalAmt
Program Services$42,496ProgramServicesAmt
Management And General$12,757ManagementAndGeneralAmt
Fundraising$6,228FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$4,862TotalAmt
Program Services$4,216ProgramServicesAmt
Management And General$646ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$53,938TotalAmt
Program Services$27,467ProgramServicesAmt
Management And General$26,471ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$99,969TotalAmt
Program Services$0ProgramServicesAmt
Management And General$99,969ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$106,674TotalAmt
Program Services$96,774ProgramServicesAmt
Management And General$9,900ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$10,424TotalAmt
Program Services$7,205ProgramServicesAmt
Management And General$2,163ManagementAndGeneralAmt
Fundraising$1,056FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$18,240TotalAmt
Program Services$7,987ProgramServicesAmt
Management And General$9,082ManagementAndGeneralAmt
Fundraising$1,171FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$45,446TotalAmt
Program Services$28,556ProgramServicesAmt
Management And General$12,705ManagementAndGeneralAmt
Fundraising$4,185FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$3,384TotalAmt
Program Services$2,539ProgramServicesAmt
Management And General$605ManagementAndGeneralAmt
Fundraising$240FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$20,007TotalAmt
Program Services$14,630ProgramServicesAmt
Management And General$5,377ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$15,943TotalAmt
Program Services$11,020ProgramServicesAmt
Management And General$3,308ManagementAndGeneralAmt
Fundraising$1,615FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PROPERTY TRANSFER$220,000$220,000$0$0
Dues and subscriptions$10,486$7,248$2,176$1,062
COMMUNITY OUTREACH$14,811$3,668$1,101$10,042
REAL PROPERTY MANAGEMENT$58,356$58,356$0$0

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$41,957TotalAmt
Program Services$23,748ProgramServicesAmt
Management And General$8,831ManagementAndGeneralAmt
Fundraising$9,378FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,673,535TotalAmt
Program Services$1,169,389ProgramServicesAmt
Management And General$379,260ManagementAndGeneralAmt
Fundraising$124,886FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$106BOYAmt
EOY$857EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$800,210BOYAmt
EOY$933,110EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$114,091BOYAmt
EOY$46,187EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$16,052BOYAmt
EOY$17,565EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$274,654LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$158,953LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$88,437BOYAmt
EOY$115,701EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$15,246,878BOYAmt
EOY$12,508,661EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$75,094,403BOYAmt
EOY$76,753,844EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$91,360,177BOYAmt
EOY$90,375,925EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$362,647BOYAmt
EOY$410,945EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$32,494BOYAmt
EOY$27,353EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,191,146BOYAmt
EOY$3,916,570EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,586,287BOYAmt
EOY$4,354,868EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,046,419BOYAmt
EOY$3,116,222EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$82,727,471BOYAmt
EOY$82,904,835EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$86,773,890BOYAmt
EOY$86,021,057EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$91,360,177BOYAmt
EOY$90,375,925EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$2,194,696ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$2,947,529NetUnrlzdGainsLossesInvstAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind
Other Support Sum$0OtherSupportSumAmt

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$943,479CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,776,761CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,575,281CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,917,869CurrentTaxYearMinus1YearAmt
Current Tax Year$860,842CurrentTaxYearAmt
Total$10,074,232TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$943,479CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,776,761CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,575,281CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,917,869CurrentTaxYearMinus1YearAmt
Current Tax Year$860,842CurrentTaxYearAmt
Total$10,074,232TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,899,605SubstantialContributorsTotAmt
Public Support Total170$8,174,627PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$219,306CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$247,317CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$203,697CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$195,292CurrentTaxYearMinus1YearAmt
Current Tax Year$220,756CurrentTaxYearAmt
Total$1,086,368TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$11,160,600TotalSupportAmt
Public Support CY1700.73250PublicSupportCY170Pct
Public Support PY1700.73570PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind
Public Support Total509$0PublicSupportTotal509Amt
Public Support CY5090PublicSupportCY509Pct
Investment Income CY0InvestmentIncomeCYPct

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
VolunteersfalseVolunteersInd
Paid Staff Or ManagementfalsePaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsYes (true)GrantsOtherOrganizationsInd
Grants Other Organizations$5,000GrantsOtherOrganizationsAmt
Direct Contact LegislatorsfalseDirectContactLegislatorsInd
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesfalseOtherActivitiesInd
Total Lobbying Expenditures$5,000TotalLobbyingExpendituresAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePt II-B Line 1FormAndLineReferenceDesc
ExplanationPlacer Land Trust issued a grant to another tax-exempt organization for the purpose of the other organization conducting lobbying activities.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Preservation Public UseYes (X)PreservationPublicUseInd
Protection Natural HabitatYes (X)ProtectionNaturalHabitatInd
Preservation Open SpaceYes (X)PreservationOpenSpaceInd
Total Easements37TotalEasementsCnt
Total Acreage6650.00TotalAcreageCnt
Historic Structure Easements0HistoricStructureEasementsCnt
Historic Strctr Easements Aftr0HistoricStrctrEasementsAftrCnt
Modified Easements0ModifiedEasementsCnt
States Easements Held1StatesEasementsHeldCnt
Written Policy MonitoringYes (true)WrittenPolicyMonitoringInd
Staff Hours Spent Enforcement345.00StaffHoursSpentEnforcementCnt
Expenses Incurred Enforcement$10,050ExpensesIncurredEnforcementAmt
Section170h Rqr StsfdYes (true)Section170hRqrStsfdInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,397,327BeginningYearBalanceAmt
Contributions$261,890ContributionsAmt
Investment Earnings Or Losses-$832,528InvestmentEarningsOrLossesAmt
Other Expenditures$68,428OtherExpendituresAmt
End Year Balance$4,758,261EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,643,120BeginningYearBalanceAmt
Contributions$981,500ContributionsAmt
Investment Earnings Or Losses$814,871InvestmentEarningsOrLossesAmt
Other Expenditures$42,164OtherExpendituresAmt
End Year Balance$5,397,327EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,454,575BeginningYearBalanceAmt
Contributions$136,550ContributionsAmt
Investment Earnings Or Losses$66,470InvestmentEarningsOrLossesAmt
Other Expenditures$14,475OtherExpendituresAmt
End Year Balance$3,643,120EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,111,870BeginningYearBalanceAmt
Contributions$1,186,434ContributionsAmt
Investment Earnings Or Losses$168,306InvestmentEarningsOrLossesAmt
Other Expenditures$12,035OtherExpendituresAmt
End Year Balance$3,454,575EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,583,856BeginningYearBalanceAmt
Contributions$462,600ContributionsAmt
Investment Earnings Or Losses$78,981InvestmentEarningsOrLossesAmt
Other Expenditures$13,567OtherExpendituresAmt
End Year Balance$2,111,870EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.09000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.68000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.23000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Book Value$0BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$212,560OtherCostOrOtherBasisAmt
Depreciation$111,657DepreciationAmt
Book Value$100,903BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$62,094OtherCostOrOtherBasisAmt
Depreciation$47,296DepreciationAmt
Book Value$14,798BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$115,701TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
REAL PROPERTY$36,021,437
CONSERVATION EASEMENTS$40,732,407
FieldValueIRS element (for citing)
Total Book Value Other Assets$76,753,844TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO OTHER AGENCIESDesc
Amt$3,916,570Amt
FieldValueIRS element (for citing)
Total Liability$3,916,570TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$820,733TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$2,947,529NetUnrealizedGainsInvstAmt
Revenue Not Reported-$2,947,529RevenueNotReportedAmt
Revenue Subtotal$3,768,262RevenueSubtotalAmt
Investment Expenses Not Incld$99,969InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$99,969RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$3,868,231TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,573,566TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$1,573,566ExpensesSubtotalAmt
Investment Expenses Not Incld2$99,969InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$99,969ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,673,535TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Pt II, Line 9THE ORGANIZATION CAPITALIZES CONSERVATION EASEMENTS IN ITS FINANCIAL STATEMENTS. EASEMENTS ARE CAPITALIZED AT ACQUISITION COST (INCLUDING PRE-ACQUISITION EXPENSES) WHILE CONTRIBUTED EASEMENTS ARE CAPITALIZED AT THEIR ESTIMATED FAIR MARKET VALUE AT THE DATE OF ACQUISITION.
Pt II, Line 5THE ORGANIZATION HAS A WRITTEN POLICY THAT IT WILL MONITOR THE LEGAL COMPLIANCE OF EASEMENTS IN ACCORDANCE WITH EACH EASEMENT AGREEMENT. THE POLICY INCLUDES STEPS FOR MONITORING, INSPECTION, AND ENFORCEMENT OF PROVISIONS.
Pt II, Line 3NO CHANGES
Pt V, Line 4ENDOWMENT FUNDS ARE USED TO FUND LAND CONSERVATION ACTIVITIES AS SPECIFIED BY DONOR RESTRICTION OR DESIGNATION BY THE BOARD OF DIRECTORS.
Pt XI, Line 4bINVESTMENT EXPENSES
Pt XII, Line 4bROUNDING
Pt XI, Line 2dROUNDING

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1CONSERVATOREvent1Nm
Gross Receipts Event1$26,335GrossReceiptsEvent1Amt
Gross Revenue Event1$26,335GrossRevenueEvent1Amt
Non Cash Prizes Event1$25,502NonCashPrizesEvent1Amt
Other Direct Expenses Event1$4,689OtherDirectExpensesEvent1Amt
Gross Receipts Total$26,335GrossReceiptsTotalAmt
Gross Revenue Total Events$26,335GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$25,502NonCashPrizesTotalEventsAmt
Oth Direct Expnss Total Events$4,689OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$30,191DirectExpenseSummaryEventsAmt
Net Income Summary-$3,856NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Pt XII, Line 2cNO CHANGE IN THE OVERSIGHT PROCESS THIS YEAR.
Pt VI, Line 11bA DRAFT OF THE FORM 990 IS MADE AVAILABLE TO THE BOARD OF DIRECTORS BEFORE IT IS FILED.
Pt VI, Line 12cALL MEMBERS OF THE BOARD OF DIRECTORS COMPLETE AN ANNUAL QUESTIONNAIRE TO MONITOR COMPLIANCE WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY.
Pt VI, Line 15aTHE BOARD OF DIRECTORS COMPLETES AN ANNUAL EVALUATION OF THE EXECUTIVE DIRECTOR'S PERFORMANCE WITH INPUT FROM VARIOUS SOURCES, INCLUDING STAFF, ORGANIZATION VOLUNTEERS, AND SUPPORTERS OF THE ORGANIZATION. THE BOARD OF DIRECTORS COMPARES COMPENSATION TO COMPENSATION OF SIMILAR ORGANIZATION AS IS AVAILABLE. THE BOARD OF DIRECTORS DISCUSSES PROPOSED ADJUSTMENTS AND VOTES ON A COMPENSATION AMOUNT.
Pt VI, Line 18THE ORGANIZATION MAKES ITS FORM 990 AND RELATED DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
Pt VI, Line 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.

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