2021-06-07T14:00:30-04:00 2020-12-31 331161921 NORTH STAR TAX & ACCOUNTING LLC 2120 BICKFORD AVE SNOHOMISH WA 98290 990 2020-01-01 911785342 LUMMI ISLAND HERITAGE TRUST LUMM PO BOX 158 LUMMI ISLAND WA 982621158 CHERYL HOOD TREASURER 3607587997 2021-06-07 true CHERYL HOOD Mike Tausen P01202341 4253798085 2021-06-07 0 00 AAL1 IAL1 2020 2022-09-23 18:48:47Z JUDY BUSH PO BOX 158 LUMMI ISLAND WA 98262 424360 false X X 1997 WA TO CREATE A LEGACY OF ABUNDANT OPEN SPACE, NATIVE HABITAT, AND NATURAL RESOURCES ON LUMMI ISLAND BY INSPIRING PEOPLE TO PROTECT AND CARE FOR THE ISLANDS FARMS, FORESTS, WETLANDS, AND SHORELINES FOREVER. 11 11 4 110 0 0 231816 357673 0 64673 65832 12518 -1543 309007 421962 0 0 138222 138247 0 32437 112744 164506 250966 302753 58041 119209 9125813 9550634 280069 252069 8845744 9298565 TO CREATE A LEGACY OF ABUNDANT OPEN SPACE, NATIVE HABITAT, AND NATURAL RESOURCES ON LUMMI ISLAND BY INSPIRING PEOPLE TO PROTECT AND CARE FOR THE ISLANDS FARMS, FORESTS, WETLANDS, AND SHORELINES FOREVER. false false 119692 STEWARDSHIP: THE TRUST MANAGED AND INSPECTED ALL LAND TRUST FEE-HELD PROPERTIES (389 ACRES) AND MONITORED ITS 15 PRIVATE CONSERVATION EASEMENT PROPERTIES (284 ACRES). REMOVED INVASIVE SPECIES, MAINTAINED PUBLIC TRAILS, AND UPDATED MANAGEMENT PLANS. IN 2020, THE TRUST CONCLUDED A SCIENTIFIC INVENTORY OF THE OTTO PRESERVE FORESTLAND. THE TRUST CONTINUED RESTORATION ACTIVITIES AT THE AISTON PRESERVE AND SECURED GRANT FUNDING TO INITIATE PERMITTING AND BEGIN CONSTRUCTION FOR THIS LARGE-SCALE RESTORATION PROJECT. 89206 EXTERNAL EDUCATION: OUTREACH ABOUT VOLUNTARY LAND CONSERVATION TOOLS AND COMMUNITY CONSERVATION INCLUDING PUBLICATION OF NEWSLETTERS DISTRIBUTED TO OVER 2,000 HOUSEHOLDS, INFORMATIONAL BROCHURES, WEBSITES, SOCIAL MEDIA, FIELD TRIPS, SLIDE SHOWS, WORKSHOPS, COMMUNITY EVENTS ON OUR PROPERTIES, AND PRIVATE MEETINGS WITH LANDOWNERS. IN 2020, THE TRUST HELD MEETINGS AND PRESENTATIONS USING ONLINE VIRTUAL PLATFORMS DUE TO COVID19 PANDEMIC RESTRICTIONS. 30738 EASEMENTS AND ACQUISITIONS: EFFORTS TO CONSERVE LAND THROUGH PURCHASE OR DONATION OF LAND AND CONSERVATION EASEMENTS. THE TRUST CONTINUED PRELIMINARY DISCUSSIONS WITH VARIOUS LANDOWNERS WISHING TO VOLUNTARILY SELL THEIR LAND OR PROTECT THEIR PRIVATE LAND WITH CONSERVATION EASEMENTS. THE TRUST FINALIZED TERMS OF A CONSERVATION EASEMENT ON 7 ACRES, WHICH WILL CLOSE IN 2021. 15678 OTHER PROGRAM SERVICES: TRAIN AND ORIENT BOARD, STAFF AND VOLUNTEERS TO IMPLEMENT TRUST DUTIES AND EDUCATE OUR COMMUNITY AND CONSTITUENTS. PARTICIPATION IN CONFERENCES, WORKSHOPS, ON-SITE TRAININGS, AND NATIONAL AND STATEWIDE ASSOCIATIONS. THE TRUST CONTINUES TO UPHOLD ITS ACCREDITED STATUS THROUGH THE LAND TRUST ALLIANCE ACCREDITATION COMMISSION. IN 2020, THE TRUST HELD BOARD AND STAFF MEETINGS REMOTELY USING ONLINE VIRTUAL PLATFORMS DUE TO COVID19 PANDEMIC RESTRICTIONS. 15678 255314 true true false false false false true false false true true false false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false true 1 0 true 4 true false false false false false false false false X 11 11 false false false false false false false true true false false false true true true true true true false false WA X REBECCA RETTMER 3607587997 PO BOX 158 LUMMI ISLAND WA 98262 X CHERYL HOOD TREASURER 4.00 0.00 X X 0 0 0 JONATHON HUTCHINGS VICE CHAIR 4.00 0.00 X X 0 0 0 JUDY BUSH CHAIR 4.00 0.00 X X 0 0 0 LOCK TRIMINGHAM SECRETARY 4.00 0.00 X X 0 0 0 MARY ROSS BOARD MEMBER 4.00 0.00 X 0 0 0 JANINE SHAW BOARD MEMBER 4.00 0.00 X 0 0 0 CATHI SHORNICK BOARD MEMBER 4.00 0.00 X 0 0 0 SCOTT JOSIAH BOARD MEMBER 4.00 0.00 X 0 0 0 PETER EARLE BOARD MEMBER 4.00 0.00 X 0 0 0 TOBEY KING BOARD MEMBER 4.00 0.00 X 0 0 0 ELIZABETH KILANOWSKI BOARD MEMBER 4.00 0.00 X 0 0 0 0 0 0 0 false false false 89051 9072 259550 51026 357673 65832 65832 9072 855 2398 -1543 -1543 421962 64289 0 0 71816 53862 6463 11491 46298 34724 4167 7407 9811 7358 883 1570 10322 7742 929 1651 2048 2048 4250 4250 27500 27500 17552 11144 79 6329 1689 1474 77 138 455 413 42 4398 4398 6280 4927 1353 PROJECT EXPENSE 64996 64996 INVESTMENT & BANK FEES 19000 16429 727 1844 TAXES 3874 3864 10 EQUIPMENT MAINTENANCE 3076 1635 58 1383 9388 8550 224 614 302753 255314 15002 32437 273683 200100 318013 256793 2327 324 5798439 63335 5739114 5735104 2792676 3358313 9125813 9550634 69 69 280000 252000 280069 252069 X 1257018 1619769 7588726 7678796 8845744 9298565 9125813 9550634 119209 333612 0 X true X false X 1720585 332281 450381 231816 348601 3083664 1720585 332281 450381 231816 348601 3083664 676788 2406876 32698 46820 64369 64673 65832 274392 64 67 147 278 3358334 0.71670 0.85750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 15 284.00 1 true 160.00 4676 true 105000 103850 16213 16213 208850 105000 21130 21130 105000 105000 105000 105000 14600 14600 105000 105000 4528 4528 105000 1.00000 false false 5680797 5680797 117642 63335 54307 5735104 Reports conservation easements (Part II, line 9) EASEMENTS ARE REPORTED IN THE FINANCIAL STATEMENTS AT THE COST OF $1 PER EASEMENT, AND ARE SHOWN AS PERMANENTLY RESTRICTED NET ASSETS. X STOCK 1 49073 false false false Form 990 governing body review Part VI line 11 THE TRUST BOARD ASSIGNS THE REVIEW OF THE IRS FORM 990 TO THE FINANCECOMMITTEE PRIOR TO THE FILING OF THE RETURN. A COPY OF THE IRS FORM 990 ISPROVIDED TO THE BOARD OF DIRECTORS. Conflict of interest policy compliance Part VI line 12c CONFLICTS OF INTEREST ARE DISCLOSED ANNUALLY, AND ANY CONFLICTS AREMONITORED BY THE BOARD OF DIRECTORS. CEO executive director top management comp Part VI line 15a THE BOARD REVIEWS SALARIES OF SIMILAR POSITIONS AND REVIEWS NATIONAL, REGIONAL, AND LOCAL DATA TO DECIDE APPROPRIATE SALARY LEVEL FOR EMPLOYEES Governing documents etc available to public Part VI line 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON WRITTEN REQUEST.