2021-12-06T13:56:39-06:00 2020-12-31 560574444 CHERRY BEKAERT LLP 6116 EXECUTIVE BLVD STE 600 ROCKVILLE MD 20852 990 2020-01-01 042751357 LAND TRUST ALLIANCE INC LAND 2028002235 1250 H STREET NW NO 600 WASHINGTON DC 20005 CHASE WARDEN CHIEF OP & FIN OFFICER 2028002235 2021-11-29 1 CHASE WARDEN 999009999 RAYMOND BARBAGALLO P00173692 3015899000 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X ANDREW J BOWMAN 1250 H STREET NW NO 600 WASHINGTON DC 20005 18856885 0 X WWW.LANDTRUSTALLIANCE.ORG X 1982 MA TO SAVE THE PLACES PEOPLE LOVE BY STRENGTHENING LAND CONSERVATION ACROSS AMERICA. 21 21 65 0 700 0 11531032 13551780 1470074 1077865 269915 192586 0 0 13271021 14822231 3778164 4007166 0 0 6924107 6825631 53550 95881 1466014 4554712 3312659 15310533 14241337 -2039512 580894 22365926 25898885 6761627 9112313 15604299 16786572 X SEE SCHEDULE O. 0 0 2114057 177 16155 GOVERNMENT RELATIONS AND OUTREACHSEE SCHEDULE O FOR COMPLETE DESCRIPTION 8444043 3934939 792010 EDUCATION AND CAPACITY BUILDINGSEE SCHEDULE O FOR COMPLETE DESCRIPTION 1429689 72050 269000 CONSERVATION PERMANENCESEE SCHEDULE O FOR COMPLETE DESCRIPTION 11987789 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 63 0 1 65 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AL AR AZ CA CO CT DC FL GA IL KS KY MA ME MD MI MS MN NC NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV X X CHASE WARDEN 2028002235 1250 H STREET NW NO 600 WASHINGTON DC 20005 JAMESON S FRENCH CHAIR 4.00 X X 0 0 0 JUDITH STOCKDALE VICE CHAIR 3.00 X X 0 0 0 FREDERICH RICH VICE CHAIR 3.00 X X 0 0 0 WILLIAM MULLIGAN SECRETARY/TREASURER 3.00 X X 0 0 0 LAURA A JOHNSON IMMEDIATE PAST CHAIR 3.00 X 0 0 0 LISE AANGEENBRUG DIRECTOR 3.00 X 0 0 0 ALAN M BELL GOVERNANCE COMMITTEE CHAIR 3.00 X 0 0 0 PETER HAUSMANN DIRECTOR 3.00 X 0 0 0 DOUG LAND DIRECTOR 3.00 X 0 0 0 KATHY LEAVENWORTH DIRECTOR 3.00 X 0 0 0 CARY F LEPTUCK AUDIT COMMITTEE CHAIR 3.00 X 0 0 0 JIM MILLSTEIN DIRECTOR 3.00 X 0 0 0 GEORGE OLSEN DIRECTOR 3.00 X 0 0 0 KRIS PICKLER DIRECTOR 3.00 X 0 0 0 MICHAEL POLEMIS PROGRAM COMMITTEE CHAIR 3.00 X 0 0 0 STEVEN E ROSENBERG CONSERVATION DEFENSE COMMITTEE CHAIR 3.00 X 0 0 0 THOMAS SAUNDERS DIRECTOR 3.00 X 0 0 0 ROBERTO SERRALLES DIRECTOR 3.00 X 0 0 0 JULIE SHARPE DIRECTOR 3.00 X 0 0 0 GALE SPEARS DIRECTOR 3.00 5.00 X 0 0 0 DARRELL WOOD DIRECTOR 3.00 X 0 0 0 ANDREW J BOWMAN PRESIDENT AND CEO 40.00 X 379229 0 40689 CHASE WARDEN COO AND CFO 40.00 X 217656 0 29423 ELIZABETH WARD VP OF COMMUNICATIONS 40.00 X 182434 0 37468 RENEE KIVIKKO VP OF EDUCATION 40.00 X 154656 0 29428 ERIN HESKETT VP OF CONSERVATION INITIATI 40.00 X 148727 0 12505 LORI FAETH DIRECTOR OF GOV'T RELATIONS 40.00 X 146744 0 20446 FRANCES TAYLOR FORMER DIR OF ACCT & FIN OPERATIONS 40.00 X 137260 0 19402 1366706 0 189361 17 0 1 0 CAPITOL TAX PARTNERS LLP 101 CONSTITUTION AVE NW SUITE 675 WASHINGTON DC 20001 CONSULTING SERVICES 195000 COMMUNITY IT INNOVATORS PO BOX 220278 CHANTILLY VA 201530278 IT SUPPORT 162134 GMMB 3050 K STREET NW SUITE 100 WASHINGTON DC 20007 RELEVANCE CAMPAIGN/STRATEGIC COUNSEL 132794 INDUFOR NORTH AMERICA LLC 902 WILLIAM MEADE COURT DAVIDSONVILLE MD 21035 EXEC SUPPORT & CONSULTING 121217 4 1890835 3200355 8460590 158392 13551780 CONFERENCE & WORKSHOPS 900004 633836 633836 OTHER PROGRAM REVENUE 900004 437884 437184 700 PUBLICATIONS 900004 6145 6145 1077865 182257 182257 4044983 4034654 10329 10329 10329 14822231 1077165 700 192586 4007166 4007166 666997 502416 60745 103836 4440430 3344754 404402 691274 425753 320698 38775 66280 794179 598215 72328 123636 498272 375323 45379 77570 1208862 1194176 14686 87936 53437 34499 24245 2150 22095 97500 97500 95881 95881 550967 440750 13924 96293 568055 474705 12731 80619 546502 428826 18506 99170 78007 65269 4516 8222 62575 33621 18460 10494 63596 48783 2074 12739 24414 24414 14241337 11987789 787534 1466014 3802243 6153028 3954498 3986715 3761447 4712325 372910 233410 4535 4339 337791 345166 1012709 841922 188451 170787 6456753 7175403 79303 80903 3407995 3036809 22365926 25898885 1243671 1701882 457057 1232893 1023764 1169276 1103800 4037135 3904462 6761627 9112313 X 2191585 2352350 13412714 14434222 15604299 16786572 22365926 25898885 580894 601379 0 X 0 1 X 1 0 X 13164253 13680258 12474370 11531032 13551780 64401693 13164253 13680258 12474370 11531032 13551780 64401693 7569072 56832621 152555 167200 226283 270619 182257 998914 65400607 6604822 0.86900 0.81010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 108892 108892 14036564 14145456 857273 214318 0 0 897751 871947 912849 857273 3539820 5309730 255259 194240 148677 108892 707068 224438 217987 228212 214318 884955 1327433 4999321 6800 712733 205100 5513754 4204585 63657 923779 192700 4999321 4637278 -255844 176849 4204585 4102165 -3510 701723 163100 4637278 3963851 10780 300934 170400 -3000 4102165 0.01308 0.98692 0 0 98323 32492 65831 891661 797417 94244 22725 12013 10712 170787 RIGHT OF USE ASSET 3036809 3036809 LEASE LIABILITY - FINANCING 6768 LEASE LIABILITY - OPERATING 3497694 CONDITIONAL CONTRIBUTION 400000 3904462 X 16556899 601379 363969 973379 1938727 14618172 204059 204059 14822231 15404443 363969 1003196 1367165 14037278 204059 204059 14241337 PART V, LINE 4: THE BERKLEY ENDOWMENT IS TO BE USED FOR ACCREDITATION OF LAND TRUSTS TO BUILD AND RECOGNIZE STRONG LAND TRUSTS, FOSTER PUBLIC CONFIDENCE IN LAND CONSERVATION AND HELP ENSURE THE LONG-TERM PROTECTION OF CONSERVED LAND. THE KINGSBURY BROWNE AWARD ENDOWMENT IS TO BE USED FOR THE ALLIANCE EXPENSES OF THIS CONSERVATION LEADERSHIP AWARD GIVEN ANNUALLY IN MEMORY OF KINGSBURY BROWNE. THE PERCENTAGE REPORTED FOR PERMANENT ENDOWMENTS INCLUDES AMOUNTS THAT MUST BE MAINTAINED IN PERPETUITY AS WELL AS ACCUMULATED EARNINGS ON SUCH AMOUNTS THAT HAVE NOT YET BEEN APPROPRIATED FOR EXPENDITURE. PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. THE ORGANIZATION HAS IDENTIFIED ITS TAX STATUS AS A TAX-EXEMPT ENTITY AS ITS ONLY SIGNIFICANT TAX POSITION; HOWEVER, THE ORGANIZATION HAS DETERMINED THAT SUCH TAX POSITION DOES NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE ORGANIZATION IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. THE ORGANIZATION'S FEDERAL AND STATE TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE OF THE LAND TRUST ACCREDITATION COMMISSION 973,379. PART XI, LINE 4B - OTHER ADJUSTMENTS: INTERCOMPANY TRANSFERS 204,059. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES OF THE LAND TRUST ACCREDITATION COMMISSION 1,003,196. PART XII, LINE 4B - OTHER ADJUSTMENTS: INTERCOMPANY TRANSFER 204,059. X X X X X X 1 IMPACT COMMUNICATIONS INC 735 8TH STREET SE FLOOR 2 WASHINGTON DC 20003 ANNUAL APPEAL 0 0 21650 -21650 SOCIAL CAPITAL INC 980 N MICHIGAN AVE CHICAGO IL 60611 CORPORATE CAMPAIGN SUPPORT 0 0 24500 -24500 FIREFLY IMAGEWORKS 2515 OBERLIN DR ALEXANDRIA VA 22307 RESEARCH DATABASE 0 0 18435 -18435 64585 -64585 AK AL AR AZ CA CO CT DC FL GA IL KS KY MA ME MD MI MS MN NC NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV 1 ADIRONDACK LAND TRUST NATURE CONSERVANCY PO BOX 65 KEENE VALLEY NY 129430065 222559576 501(C)(3) 74254 CAPACITY-BUILDING AGRICULTURAL STEWARDSHIP ASSOCIATION 2531 STATE ROUTE 40 GREENWICH NY 128341210 223084628 501(C)(3) 78900 CAPACITY-BUILDING BATTENKILL CONSERVANCY 15 WEST MAIN STREET CAMBRIDGE NY 12816 141774022 501(C)(3) 30000 CAPACITY-BUILDING BLUE MOUNTAIN LAND TRUST PO BOX 1473 WALLA WALLA WA 99362 911989279 501(C)(3) 14251 CAPACITY-BUILDING CAPITAL ROOTS INC 594 RIVER STREET TROY NY 12180 141596291 501(C)(3) 18000 CAPACITY-BUILDING CAZENOVIA PRESERVATION FOUNDATION PO BOX 627 CAZENOVIA NY 130350627 166101151 501(C)(3) 42450 CAPACITY-BUILDING CHAMPLAIN AREA TRAILS PO BOX 193 WESTPORT NY 12993 264004845 501(C)(3) 63225 CAPACITY-BUILDING COLUMBIA LAND TRUST 850 OFFICERS ROW VANCOUVER WA 98661 943140861 501(C)(3) 68082 CAPACITY-BUILDING CONSERVATION TRUST FOR NC 1028 WASHINGTON STREET RALEIGH NC 27605 581552188 501(C)(3) 12000 CAPACITY-BUILDING DESCHUTES LAND TRUST 210 NW IRVING AVENUE BEND OR 977012050 931186407 501(C)(3) 114191 CAPACITY-BUILDING FRIENDS OF THE COLUMBIA GORGE LAND TRUST 333 SW 5TH AVENUE PORTLAND OR 97204 930782467 501(C)(3) 16228 CAPACITY-BUILDING FINGER LAKES LAND TRUST 202 E COURT STREET ITHACA NY 14850 222983688 501(C)(3) 19000 CAPACITY-BUILDING GALVESTON BAY FOUNDATION 1100 HERCULES AVENUE HOUSTON TX 77058 760279876 501(C)(3) 13200 CAPACITY-BUILDING GENESEE LAND TRUST 46 PRINCE STREET ROCHESTER NY 146071912 223033712 501(C)(3) 24580 CAPACITY-BUILDING GRASSROOTS GARDENS WNY 2495 MAIN STREET BUFFALO NY 14214 161479159 501(C)(3) 90426 CAPACITY-BUILDING GREEN GUERILLAS 232 E 11TH STREET NEW YORK NY 10003 132903183 501(C)(3) 24418 CAPACITY-BUILDING GREENBELT LAND TRUST PO BOX 1721 CORVALLIS OR 97339 943113836 501(C)(3) 110818 CAPACITY-BUILDING GREEN SPACES ALLIANCE OF SOUTH TEXAS PO BOX 6250 SAN ANTONIO TX 78209 742884531 501(C)(3) 6000 CAPACITY-BUILDING HUDSON HIGHLANDS LAND TRUST PO BOX 226 GARRISON NY 10524 133528266 501(C)(3) 75000 CAPACITY-BUILDING HILL COUNTRY CONSERVANCY PO BOX 163125 AUSTIN TX 78716 742948145 501(C)(3) 33000 CAPACITY-BUILDING LAKE GEORGE LAND CONSERVANCY PO BOX 1250 BOLTON LANDING NY 12814 222902944 501(C)(3) 23300 CAPACITY-BUILDING LAKE PLACID LAND CONSERVANCY PO BOX 1250 LAKE PLACID NY 12946 161452565 501(C)(3) 40000 CAPACITY-BUILDING MCKENZIE RIVER TRUST 1245 PEARL STREET EUGENE OR 974012411 931029808 501(C)(3) 107577 CAPACITY-BUILDING MOHAWK HUDSON LAND CONSERVANCY PO BOX 567 SLINGERLANDS NY 12159 141754157 501(C)(3) 33711 CAPACITY-BUILDING MONTEZUMA LAND CONSERVANCY PO BOX 1522 CORTEZ CO 813211522 311632961 501(C)(3) 7993 CAPACITY-BUILDING MIANUS RIVER GORGE 167 MIANUS RIVER ROAD BEDFORD NY 105061808 133523329 501(C)(3) 38500 CAPACITY-BUILDING NORTH COAST LAND CONSERVANCY PO BOX 67 SEASIDE OR 97138 930957815 501(C)(3) 66471 CAPACITY-BUILDING NORTH SHORE LAND ALLIANCE PO BOX 658 OYSTER BAY NY 11771 562368769 501(C)(3) 40000 CAPACITY-BUILDING PECONIC LAND TRUST PO BOX 1776 SOUTHAMPTON NY 119691776 112667021 501(C)(3) 78500 CAPACITY-BUILDING RENSSELAER LAND TRUST 415 RIVER STREET TROY NY 12180 141708890 501(C)(3) 83000 CAPACITY-BUILDING RENSSELAER PLATEAU ALLIANCE 167 BRAINARD ROAD AVERILL PARK NY 12018 943444825 501(C)(3) 47700 CAPACITY-BUILDING SOUTHERN OREGON LAND CONSERVAN PO BOX 954 ASHLAND OR 975200032 930724691 501(C)(3) 43138 CAPACITY-BUILDING SARATOGA PLAN 112 SPRING STREET SARATOGA NY 128663351 141706013 501(C)(3) 78400 CAPACITY-BUILDING TEXAS AGRICULTURAL LAND TRUST PO BOX 6152 SAN ANTONIO TX 78209 260161807 501(C)(3) 17500 CAPACITY-BUILDING TUG HILL TOMORROW LAND TRUST PO BOX 6063 WATERTOWN NY 13601 223115498 501(C)(3) 59020 CAPACITY-BUILDING THOUSAND ISLANDS LAND TRUST PO BOX 238 CLAYTON NY 13624 222629183 501(C)(3) 86980 CAPACITY-BUILDING THE NATURE CONSERVANCY 195 NEW KARNER ROAD ALBANY NY 12205 530242652 501(C)(3) 46600 CAPACITY-BUILDING THE WETLANDS CONSERVANCY 4640 SW MACADAM PORTLAND OR 97239 930797197 501(C)(3) 50000 CAPACITY-BUILDING WALLKILL VALLEY LAND TRUST PO BOX 208 NEW PALTZ NY 125610208 222867070 501(C)(3) 31500 CAPACITY-BUILDING WALLOWA LAND TRUST PO BOX 516 ENTERPRISE OR 97828 201037078 501(C)(3) 26490 CAPACITY-BUILDING WESTCHESTER LAND TRUST 403 HARRIS ROAD BEDFORD HILLS NY 10507 133507910 501(C)(3) 62000 CAPACITY-BUILDING WILD RIVERS LAND TRUST PO BOX 1158 PORT ORFORD OR 97465 931289894 501(C)(3) 25312 CAPACITY-BUILDING WESTERN NEW YORK LAND CONSERVANCY PO BOX 471 EAST AURORA NY 140520471 223160426 501(C)(3) 50000 CAPACITY-BUILDING WOODSTOCK LAND CONSERVANCY PO BOX 864 WOODSTOCK NY 12498 222950482 501(C)(3) 9350 CAPACITY-BUILDING WEST VIRGINIA RIVERS COALITION 3501 MACCORKLE AVENUE SE CHARLESTON WV 25304 521736621 501(C)(3) 30000 CAPACITY-BUILDING GREENE LAND TRUST 270 MANSION STREET COXSACKIE NY 12051 202696414 501(C)(3) 29300 CAPACITY-BUILDING KATY PRAIRIE CONSERVANCY 5615 KIRBY DRIVE SUITE 867 HOUSTON TX 77005 760377029 501(C)(3) 11250 CAPACITY-BUILDING MOHONK PRESERVE PO BOX 715 NEW PALTZ NY 12561 141609484 501(C)(3) 76000 CAPACITY-BUILDING PIEDMONT ENVIRONMENTAL COUNCIL 45 HORNER STREET WARRENTON VA 20186 540935569 501(C)(3) 25815 CAPACITY-BUILDING LAND TRUST ACCREDITATION COMMISSION 1250 H STREET NW SUITE 600 WASHINGTON DC 20005 204622209 501(C)(3) 189601 CAPACITY-BUILDING CHESAPEAKE CONSERVANCY 716 GIDDINGS AVE SUTE 42 ANNAPOLIS MD 21403 262271377 501(C)(3) 10000 CAPACITY-BUILDING NORTHERN NECK LAND CONSERVANCY PO BOX 125 LANCASTER VA 22503 412140631 501(C)(3) 5000 CAPACITY-BUILDING FRIENDS OF THE GREAT SWAMP PO BOX 373 PAWLING NY 12564 161526251 501(C)(3) 22500 CAPACITY-BUILDING COALITION OF OREGON LAND TRUSTS 511 SE MORRISON STREET PORTLAND OR 97214 451510255 501(C)(3) 12233 CAPACITY-BUILDING HOUSTON AUDUBON SOCIETY 440 WILCHESTER BLVD HOUSTON TX 77079 237011870 501(C)(3) 7500 CAPACITY-BUILDING BAYOU LAND CONSERVANCY 10330 LAKE ROAD J HOUSTON TX 77070 760557498 501(C)(3) 21550 CAPACITY-BUILDING TEXAS LAND CONSERVANCY 6626 SILVERMINE DR 300 AUSTIN TX 78736 751825883 501(C)(3) 10000 CAPACITY-BUILDING OREGON DESERT LAND TRUST 2843 NW LOLO DR 200 BEND OR 97703 822857455 501(C)(3) 13250 CAPACITY-BUILDING BUFFALO NIAGARA RIVER LAND TRUST 2475 NIAGARA ST BUFFALO NY 14207 462654753 501(C)(3) 18750 CAPACITY-BUILDING POTOMAC CONSERVANCY INC 962 WAYNE AVENUE SUITE 540 SILVER SPRING MD 20910 521842501 501(C)(3) 30000 CAPACITY-BUILDING PACIFIC FOREST TRUST INC 920 SW 6TH AVE 12TH FLOOR PORTLAND OR 97204 680292509 501(C)(3) 10000 CAPACITY-BUILDING GRASSLAND BIRD TRUST PO BOX 82 FORT EDWARD NY 12828 274846966 501(C)(3) 50000 CAPACITY-BUILDING NORTHEAST WILDERNESS TRUST 17 STATE ST 302 MONTPELIER VT 05602 010729039 501(C)(3) 72000 CAPACITY-BUILDING OPEN SPACE INSTITUTE 1350 BROADWAY 201 NEW YORK NY 10018 521053406 501(C)(3) 40000 CAPACITY-BUILDING COLUMBIA LAND CONSERVANCY 49 MAIN STREET CHATHAM NY 12037 222757332 501(C)(3) 84600 CAPACITY-BUILDING POUND RIDGE LAND CONSERVANCY 1361 OLD POST ROAD POUND RIDGE NY 10576 510173458 501(C)(3) 48800 CAPACITY-BUILDING THE NATURE SANCTUARY SOCIETY OF WESTERN NEW YORK INC PO BOX 828 WEST SENECA NY 14224 161377177 501(C)(3) 25000 CAPACITY-BUILDING WINNAKEE LAND TRUST PO BOX 610 RHINEBECK NY 12572 141722963 501(C)(3) 30000 CAPACITY-BUILDING AMERICAN FARMLAND TRUST 112 SPRING STREET SUITE 207 SARATOGA SPRINGS NY 128663351 521190211 501(C)(3) 40000 CAPACITY-BUILDING CENTRAL NEW YORK LAND TRUST 7 FENNELL STREET SKANEATELES NY 13152 237399316 501(C)(3) 80000 CAPACITY-BUILDING DUTCHESS LAND CONSERVANCY PO BOX 138 MILLBROOK NY 12545 141667526 501(C)(3) 100000 CAPACITY-BUILDING THE SCENIC HUDSON LAND TRUST INC ONE CIVIC CENTER PLAZA SUITE 200 POUGHKEEPSIE NY 12601 237148333 501(C)(3) 60000 CAPACITY-BUILDING NEW JERSEY CONSERVATION FOUNDATION 170 LONGVIEW ROAD FAR HILLS NJ 079312623 226065456 501(C)(3) 260000 CAPACITY-BUILDING CHAPLAIN AREA TRAILS PO BOX 193 WESTPORT NY 12993 264004845 501(C)(3) 50000 CAPACITY-BUILDING CHAUTAUQUA WATERSHED CONSERVANCY PO BOX 45 LAKEWOOD NY 14750 161389010 501(C)(3) 40000 CAPACITY-BUILDING GUADALUPE BLANCO RIVER TRUST PO BOX 1343 933 E COURT STREET SEGUIN TX 78155 731628865 501(C)(3) 10400 CAPACITY-BUILDING COLORADO OPEN LANDS 1546 COLE BOULEVARD SUITE 200 LAKEWOOD CO 80401 840866211 501(C)(3) 5000 CAPACITY-BUILDING JEFFERSON LAND TRUST 1033 LAWRENCE STREET PORT TOWNSEND WA 983686523 911465078 501(C)(3) 5000 CAPACITY-BUILDING PALOUSE LAND TRUST PO BOX 8506 MOSCOW ID 83843 943219418 501(C)(3) 5000 CAPACITY-BUILDING PALMER LAND TRUST PO BOX 1281 COLORADO SPRINGS CO 80904 840763346 501(C)(3) 5000 CAPACITY-BUILDING SANTE FE CONSERVATION TRUST PO BOX 23985 SANTE FE NM 875023985 850418988 501(C)(3) 5000 CAPACITY-BUILDING ALLIANCE FOR THE SHENANDOAH VALLEY PO BOX 674 NEW MARKET VA 22844 412233874 501(C)(3) 30000 CAPACITY-BUILDING BITTER ROOT LAND TRUST INC PO BOX 1806 HAMILTON MT 59840 311595967 501(C)(3) 5000 CAPACITY-BUILDING EASTERN SIERRA LAND TRUST 250 N FOWLER BISHOP CA 93514 770566099 501(C)(3) 5000 CAPACITY-BUILDING KANIKSU LAND TRUST PO BOX 2123 1215 MICHIGAN ST SUITE A SANDPOINT ID 83864 470898549 501(C)(3) 5001 CAPACITY-BUILDING EAGLE VALLEY LAND TRUST PO BOX 3016 EDWARDS CO 81632 742205958 501(C)(3) 5200 CAPACITY-BUILDING HILL COUNTRY LAND TRUST PO BOX 1724 FREDERICKSBURG TX 78624 742907255 501(C)(3) 10800 CAPACITY-BUILDING ASPEN VALLEY LAND TRUST 320 MAIN STREET SUITE 204 CARBONDALE CO 81623 840574754 501(C)(3) 5500 CAPCITY-BUILDING THE CONSERVATION FUND 1655 N FORT MEYER DR SUITE 1300 ARLINGTON VA 22209 521388917 501(C)(3) 5750 CAPACITY-BUILDING CRESTED BUTTE LAND TRUST PO BOX 2224 CRESTED B UTTE CO 81224 841190830 501(C)(3) 5750 CAPACITY-BUILDING FOREST PARK CONSERVANCY 833 SW 11TH AVENUE SUITE 800 PORTLAND OR 97205 943103055 501(C)(3) 12108 CAPACITY-BUILDING RIO GRANDE HEADWATERS LAND TRUST 840 GRAND AVENUE DEL NORTE CO 81132 841495770 501(C)(3) 6600 CAPACITY-BUILDING TENNGREEN LAND CONSERVANCY 117 30TH AVE SOUTH NASHVILLE TN 37212 621557574 501(C)(3) 7250 CAPACITY-BUILDING OZARK REGIONAL LAND TRUST PO BOX 1512 COLUMBIA MO 65205 431304715 501(C)(3) 7500 CAPACITY-BUILDING MISSISSIPPI VALLEY CONSERVANCY PO BOX 2611 1309 NORPLEX DR STE 9 LA CROSSE WI 54601 391871201 501(C)(3) 7500 CAPACITY-BUILDING OZAUKEE WASHINGTON LAND TRUST POBOX 917 200 WISCONSIN ST WEST BEND WI 530950917 391741288 501(C)(3) 7500 CAPACITY-BUILDING MAHOOSUC LAND TRUST PO BOX 981 BETHEL ME 04217 010447619 501(C)(3) 8650 CAPACITY-BUILDING LOON ECHO LAND TRUST 8 DEPOT STREET SUITE 4 BRIDGTON ME 040091279 222966924 501(C)(3) 8650 CAPACITY-BUILDING THE PIEDMONT ENVIRONMENTAL COUNCIL INC 45 HORNER STREET WARRENTON VA 20188 540935569 501(C)(3) 10000 CAPACITY-BUILDING ARIZONA LAND AND WATER TRUST 2810 NN ALVERNON WAY SUITE 600 TUCSON AZ 85712 866148507 501(C)(3) 10000 CAPACITY-BUILDING FOREVER MARYLAND FOUNDATION INC 2331 ROCK SPRING ROAD FOREST HILL MD 21050 223952845 501(C)(3) 30000 CAPACITY-BUILDING EDMUND NILES HUYCK PRESERVE PO BOX 189 RENSSELAERVILLE NY 12147 141338387 501(C)(3) 44075 CAPACITY-BUILDING NEVADA LAND TRUST PO BOX 20288 RENO NV 89515 880287591 501(C)(3) 12000 CAPACITY-BUILDING GRAND TRAVERSE REGIONAL LAND CONSERVANCY 3860 NORTH LONG LAKE ROAD SUITE D TRAVERSE CITY MI 49684 382994229 501(C)(3) 12000 CAPACITY-BUILDING GRASSROOTS GARDENS OF BUFFALO INC 2495 MAIN ST SUITE 408 BUFFALO NY 14214 161479159 501(C)(3) 21700 CAPACITY-BUILDING KINGSTON LAND TRUST INC PO BOX 2701 KINGSTON NY 12402 262338986 501(C)(3) 54994 CAPACITY-BUILDING INDIAN RIVER LAKES CONSERVANCY PO BOX 226 GARRISON NY 10524 161555636 501(C)(3) 37500 CAPACITY-BUILDING 107 0 PART I, LINE 2: THE ALLIANCE MONITORS THE USE OF REGRANT FUNDS THROUGH RIGOROUS REVIEW OF PROJECT BUDGETS; INTERIM AND FINAL GRANT REPORTS; ONGOING PROJECT TRACKING; AND SITE VISITS WITH GRANTEES WHERE APPROPRIATE. GRANTEES THAT ARE UNABLE TO COMPLETE PROJECTS OR TO USE FUNDS AS PROPOSED ARE TYPICALLY REQUIRED TO RETURN UNUSED FUNDS TO THE ALLIANCE. X X 0 0 0 0 0 0 0 0 0 ANDREW J BOWMAN PRESIDENT AND CEO 379229 0 0 0 0 0 30500 0 10189 0 419918 0 0 0 CHASE WARDEN COO AND CFO 217656 0 0 0 0 0 14715 0 14708 0 247079 0 0 0 ELIZABETH WARD VP OF COMMUNICATIONS 182434 0 0 0 0 0 15308 0 22160 0 219902 0 0 0 RENEE KIVIKKO VP OF EDUCATION 154656 0 0 0 0 0 12750 0 16678 0 184084 0 0 0 ERIN HESKETT VP OF CONSERVATION INITIATI 148727 0 0 0 0 0 24319 0 0 0 173046 0 0 0 LORI FAETH DIRECTOR OF GOV'T RELATIONS 146744 0 0 0 0 0 10668 0 9778 0 167190 0 0 0 FRANCES TAYLOR FORMER DIR OF ACCT & FIN OPERATIONS 137260 0 0 0 0 0 9411 0 9991 0 156662 0 0 0 X 15 158392 FMV 0 0 1 0 FORM 990, PART III, LINE 1: THE LAND TRUST ALLIANCE UNITES AND CHAMPIONS ORGANIZATIONS IN LOCAL COMMUNITIES WORKING TO SAVE NATURAL AREAS. BECAUSE OF OUR INNOVATIVE WORK MORE LANDOWNERS CHOOSE TO PROTECT THEIR LAND, CONSERVATION LEADERS ARE MORE EFFECTIVE AT SAVING LAND, STRONG NONPROFITS AND LEGAL SYSTEMS ARE MAINTAINED TO PROTECT LAND IN PERPETUITY, AND THE PUBLIC COMMITMENT TO CONSERVATION IS DEEPENED. FORM 990, PART III, LINE 4A: GOVERNMENT RELATIONS AND OUTREACH: THE ALLIANCE FURTHERS THE INTERESTS OF LAND TRUSTS ACROSS AMERICA BY ADVOCATING FOR SOUND POLICIES AND RESOURCES THAT ADVANCE LAND CONSERVATION. THE ALLIANCE LEVERAGED ITS NETWORK OF OVER 300 ADVOCACY AMBASSADORS TO SECURE FULL AND DEDICATED FUNDING FOR THE LAND AND WATER CONSERVATION FUND AND TO ADVANCE OTHER POLICY PRIORITIES. THROUGH OUR AMBASSADOR PROGRAM MANAGER, WE TRAIN AND ENGAGE LAND TRUST STAFF AND BOARD MEMBERS IN ACTIVELY PARTICIPATING IN THE POLICY PROCESS. AMBASSADORS TOOK CENTER STAGE AT OUR VIRTUAL ADVOCACY DAYS, A SPRING EVENT THAT PROVIDES LAND TRUST LEADERS WITH HANDS-ON TRAINING AS WELL AS TIME WITH KEY LEGISLATORS TO DISCUSS ISSUES IMPORTANT TO THE LAND TRUST COMMUNITY. THE ALLIANCE LED THE COMMUNITY IN URGING CONGRESS AND TREASURY OFFICIALS TO ADDRESS THE CHALLENGE OF ABUSIVE TAX SHELTER TRANSACTIONS THAT THREATEN THE ENHANCED CONSERVATION EASEMENT TAX INCENTIVE AND COULD DAMAGE PUBLIC SUPPORT FOR CONSERVATION. THE ALLIANCE SERVES AS THE PRIMARY POINT OF CONTACT FOR LAND TRUSTS TO UNDERSTAND THE 2018 FARM BILL AGRICULTURAL CONSERVATION EASEMENT PROGRAM HELPING THEM TO PROTECT FARMS AND RANCHES. IN ADDITION, WE EDUCATE LAND TRUSTS ON FEDERAL CONSERVATION PROGRAMS TO ENSURE THEY HAVE INFORMATION ABOUT LAND CONSERVATION TOOLS. FORM 990, PART III, LINE 4B: EDUCATION AND CAPACITY BUILDING: THE ALLIANCE CONTINUES TO STRENGTHEN, EMPOWER AND MAGNIFY THE IMPACT OF ITS MORE THAN 1,000 MEMBER LAND TRUSTS AND AFFILIATES. THE ALLIANCE PROVIDES LAND TRUSTS WITH THE TOOLS THEY NEED TO GROW IN STRENGTH AND IMPACT. THROUGH OUR NATIONAL LAND CONSERVATION CONFERENCE, REGIONAL CONFERENCES, WEBINARS, ONLINE LEARNING CENTER AND CURRICULUM, WE PROVIDED 185+ VIRTUAL TRAININGS AND 50+ SELF-STUDY ONLINE COURSES ON ALL ASPECTS OF CONSERVATION WORK, INCLUDING RISK MANAGEMENT, DEI, FUNDRAISING, CLIMATE CHANGE, AND BOARD AND PROFESSIONAL DEVELOPMENT FOR MORE THAN 10,000 REGISTRANTS IN 2020. OUR TRANSFORMATIVE LEADERSHIP TRAINING AND LAND TRUST EXCELLENCE PROGRAMS CONTINUED TO INVEST IN HIGH-POTENTIAL LEADERS AND ORGANIZATIONS WITH AN ADDED EMPHASIS ON STRATEGIC COMMUNICATIONS, CONSERVATION PLANNING WITH CLIMATE IN MIND, COMMUNITY CONSERVATION AND PUBLIC ENGAGEMENT. THERE WERE 443 ACCREDITED LAND TRUSTS IN 46 STATES AND TERRITORIES, REPRESENTING MORE THAN 79% OF THE ACRES OF FARMLAND, FORESTS, WILDLIFE HABITAT AND IMPORTANT WATER SUPPLIES STEWARDED BY LAND TRUSTS ACROSS THE COUNTRY. WE COMPLETED GUIDANCE DOCUMENTATION AND DEVELOPED TRAINING RESOURCES FOR THE 2017 EDITION OF LAND TRUST STANDARDS AND PRACTICES, THE ETHICAL AND TECHNICAL GUIDELINES FOR OPERATING A LAND TRUST. FORM 990, PART III, LINE 4C: CONSERVATION PERMANENCE: THE LAND TRUST ALLIANCE CONTINUES TO LEAD THE LAND TRUST COMMUNITY IN ITS MISSION TO PROVIDE LASTING LAND CONSERVATION. THE ALLIANCE SUPPORTS LAND TRUST SUCCESS BY INCREASING THEIR EXPERTISE, DILIGENCE, AND RESILIENCE. THROUGH ITS CONSERVATION DEFENSE INITIATIVE, LAND TRUSTS ARE MORE PREPARED THAN EVER TO OVERCOME LEGAL AND PRACTICAL CHALLENGES. THE ALLIANCE ALSO WORKS TO SHAPE THE PRACTICE AND THE BODY OF CONSERVATION LAW, ADVANCING THE LEGAL POSITION THAT CONSERVATION EASEMENTS MUST BE UPHELD CAREFULLY AND OWNED LAND DILIGENTLY PROTECTED, THAT CONSERVED LANDS BENEFIT THE PUBLIC AND DESERVE TO BE TAX-EXEMPT, AND THAT THE JUDGEMENT OF LAND TRUSTS THEREFORE IS WORTHY OF REGULATORY AND JUDICIAL DEFERENCE. THE 541 LAND TRUST MEMBERS OF TERRAFIRMA IN 2020 HAVE DEMONSTRATED THE WISDOM OF COLLECTIVE CONSERVATION DEFENSE ADDING LEGAL SUPPORT AND RESOURCES FOR OVER 9.8 MILLION ACRES OF CONSERVED LAND. TERRAFIRMA RISK RETENTON GROUP, LLC, THE CHARITABLE RISK POOL LAUNCHED BY THE ALLIANCE IN 2011 AND OWNED BY THE INSURED LAND TRUSTS, COVERED OVER 34,788 CONSERVATION PROPERTIES. WITH OVER 95 PERCENT OF THE LAND OWNED OR CONSERVED BY LAND TRUSTS SAFELY INSURED WITH TERRAFIRMA, OR HELD BY ORGANIZATIONS CAPABLE OF SELF-INSURANCE, THE LAND TRUST COMMUNITY HAS JUSTIFIABLY EARNED A REPUTATION FOR EXPERTLY SERVING THE PUBLIC INTEREST. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT 990 IS EMAILED TO ALL DIRECTORS WITH INSTRUCTIONS TO DIRECT ALL QUESTIONS, COMMENTS OR REVISIONS TO THE AUDIT COMMITTEE OR CHIEF OPERATING AND FINANCIAL OFFICER. THE AUDIT COMMITTEE REVIEWS THE RETURN WITH REPRESENTATIVES OF THE FIRM PREPARING THE RETURN AND AFTER IT COMPLETES ITS REVIEW AND ADDRESSES ANY QUESTIONS OR COMMENTS FROM OTHER BOARD MEMBERS, DIRECTS THE CHIEF OPERATING AND FINANCIAL OFFICER TO SIGN AND FILE THE RETURNS. FORM 990, PART VI, SECTION B, LINE 12C IN THE EVENT OF A POTENTIAL CONFLICT INVOLVING BOARD MEMBERS, IT IS THE OBLIGATION OF THE BOARD MEMBER TO BRING THE MATTER TO THE ATTENTION OF THE CHAIRMAN OF THE BOARD WHO WILL REFER THE MATTER TO THE AUDIT COMMITTEE OF THE BOARD TO REVIEW, MAKE RECOMMENDATIONS AND DISCLOSE ACTIONS TAKEN AT THE NEXT BOARD MEETING. STAFF WITH POTENTIAL CONFLICTS WILL DISCLOSE THEM IN WRITING TO THE PRESIDENT WHO WILL REVIEW THEM, TAKE APPROPRIATE ACTIONS AND REPORT SUBSTANTIVE CONFLICT ISSUES TO THE AUDIT COMMITTEE OF THE BOARD ON A REGULAR BASIS. THE FACTS AND CIRCUMSTANCES SURROUNDING THE POTENTIAL CONFLICT, JUSTIFICATION FOR PROCEEDING WITH THE POTENTIAL CONFLICT AND THE RECOMMENDED COURSE OF ACTION TO BE TAKEN TO MITIGATE THE ALLIANCE'S PARTICIPATION IN THE CONFLICT WILL BE DOCUMENTED. AT A MINIMUM THE MITIGATION ACTIONS SHOULD INCLUDE ASKING THE INDIVIDUAL INVOLVED IN THE POTENTIAL CONFLICT TO RECUSE AND ABSENT HIMSELF OR HERSELF FROM ANY INVOLVEMENT IN DISCUSSIONS OR DECISIONS PERTAINING TO THE POTENTIAL CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 IN 2017, THE BOARD ESTABLISHED A COMPENSATION COMMITTEE WHICH CONTRACTED FOR AN INDEPENDENT REVIEW OF THE COMPENSATION OF THE PRESIDENT, EXECUTIVE VICE PRESIDENT, AND CHIEF OPERATING & FINANCIAL OFFICER. THIS REVIEW INCLUDED A REVIEW OF COMPARABILITY DATA. A COPY OF THE CONSULTANT'S WRITTEN REPORT WAS PROVIDED TO ALL BOARD MEMBERS. FORM 990, PART VI, SECTION C, LINE 19 FORM 990 AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE ALLIANCE WEBSITE: WWW.LANDTRUSTALLIANCE.ORG. THE CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, SCHEDULE B, PAGE 2, PART 1 THE ORGANIZATION IS AMENDING THE 2020 FORM 990 TO CORRECT THE SCHEDULE B CONTRIBUTORS. ALLIANCE RISK MANAGEMENT SERVICES LLC 1250 H STREET NW SUITE 600 WASHINGTON DC 20005 463045386 RISK MANAGEMENT VT 269000 148000 LAND TRUST ALLIANCE LAND TRUST ACCREDITATION COMMISSION 36 PHILADELPHIA STREET SUITE 2 SARATOGA SPRINGS NY 12866 224622209 ACCREDITATION DC 501(C)(3) LINE 12A, I LAND TRUST ALLIANCE 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 1 0 0 LAND TRUST ACCREDITATION COMMISSION B 189601 BOOK LAND TRUST ACCREDITATION COMMISSION Q 171442 BOOK