2020-04-29T11:25:40-05:00 2019-06-30 946214841 ARMANINO LLP 12657 ALCOSTA BLVD STE 500 SAN RAMON CA 945834600 990 2018-07-01 942431856 LAND TRUST OF SANTA CRUZ COUNTY LAND 8314296116 617 WATER STREET SANTA CRUZ CA 950604114 LESTER STEPHEN SLADE EXECUTIVE DIRECTOR 8314296116 2020-04-27 1 KATY BROWN P00650274 9257902600 2020-04-27 34.100.94.80 2020-04-27 16:33:30 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 5DA78C49DE750741151D309A842E38370EA81981 2018 2020-09-23 17:36:50Z LESTER STEPHEN SLADE 617 WATER STREET SANTA CRUZ CA 950604114 6454840 0 X WWW.LANDTRUSTSANTACRUZ.ORG X 1978 CA PROTECT, CARE FOR, AND CONNECT PEOPLE TO THE EXTRAORDINARY LANDS THAT MAKE THIS AREA SPECIAL. 15 15 19 75 0 0 2190137 5404107 71837 31951 498457 354250 522287 504407 3282718 6294715 0 10000 0 0 1240951 1319689 0 0 259988 1884627 2460358 3125578 3790047 157140 2504668 32982395 36026457 634150 854636 32348245 35171821 THE MISSION OF THE LAND TRUST OF SANTA CRUZ COUNTY IS TO PROTECT, CARE FOR, AND CONNECT PEOPLE TO THE EXTRAORDINARY LANDS THAT MAKE THIS AREA SPECIAL. 0 0 954915 31951 STEWARDSHIP: THE ORGANIZATION ACTIVELY STEWARDS ITS CONSERVATION PROPERTIES. THE ORGANIZATION PREPARES A MANAGEMENT PLAN FOR ALL OF ITS FEE TITLE LANDS AND A BASELINE DOCUMENT REPORT FOR ALL OF ITS CONSERVATION EASEMENTS. THESE DOCUMENTS GUIDE ITS ANNUAL WORK PLANS IN SUPPORT OF THE CONSERVATION VALUES OF THE LANDS.THE TRUST HOLDS 3,141 ACRES OF CONSERVATION LAND IN FEE TITLE AND 41 CONSERVATION EASEMENTS. FOR FEE TITLE PROPERTIES THE TRUST PROVIDES HABITAT PROTECTION AND RESTORATION, INCLUDING SPECIES MONITORING, GRAZING, FOREST MANAGEMENT, PUBLIC ACCESS AND RECREATION, RESEARCH AND EDUCATION. FOR THE CONSERVATION EASEMENTS THE TRUST MONITORS THE VALUES OF THE EASEMENT AND PROTECTS AGAINST VIOLATIONS OF THE EASEMENT. 1919619 10000 ACQUISITION: THE ORGANIZATION, GUIDED BY ITS STRATEGIC PLAN AND CONSERVATION BLUEPRINT, WORKS WITH WILLING LANDOWNERS TO CONSERVE FOREVER THE CONSERVATION VALUES OF THE LAND. LANDOWNERS DONATE OR SELL THEIR LAND IN FEE TITLE OR THROUGH A CONSERVATION EASEMENT. ACQUISITION INCLUDES DEVELOPMENT OF NEW CONSERVATION PROJECTS THROUGHOUT COUNTY. INCLUDING POTENTIAL ACQUISITIONS AND BOTH AGRICULTURAL AND HABITAT CONSERVATION EASEMENTS. 436876 COMMUNICATION: WITH THE FOCUS ON ENVIRONMENTAL EDUCATION, HABITAT ANALYSIS AND SPECIES RESEARCH THE ORGANIZATION COMMUNICATES THROUGH ITS WEBSITE, DISTRIBUTION OF NEWSLETTERS AND BROCHURES, PRESENTATIONS TO LOCAL ORGANIZATIONS AND AGENCIES AND SITE TOURS. AT TIMES DURING THE YEAR THE ORGANIZATION INVITES ITS MEMBERS TO PRESENTATIONS ON THE VARIOUS PROPERTIES. 3311410 1 1 0 1 0 0 1 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 27 0 1 19 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X THE ORGANIZATION 8314296116 617 WATER STREET SANTA CRUZ CA 950604114 KATHERINE BEIERS TRUSTEE 2.00 X 0 0 0 TOM BURNS CHAIR 2.00 X X 0 0 0 MARY CULLY TRUSTEE 2.00 X 0 0 0 ANA ESPINOZA TRUSTEE 2.00 X 0 0 0 BILL GIELOW TRUSTEE 2.00 X 0 0 0 JOHN GILCHRIST TRUSTEE 2.00 X 0 0 0 THOM JACOB SECRETARY 2.00 X X 0 0 0 DONNA MURPHY TRUSTEE 2.00 X 0 0 0 MARIEKE ROTHSCHILD TRUSTEE 2.00 X 0 0 0 MELODY SHARP TRUSTEE 2.00 X 0 0 0 JOYCE SHIMIZU TRUSTEE 2.00 X 0 0 0 JEFFREY WERNER TREASURER 2.00 X X 0 0 0 EMILY THOMAS TRUSTEE 2.00 X 0 0 0 KATHY ROSE TRUSTEE 2.00 X 0 0 0 KATE ANDERTON TRUSTEE 2.00 X 0 0 0 BRYAN LARGAY CONSERVATION DIRECTOR 40.00 X 113812 0 15441 LESTER STEPHEN SLADE EXECUTIVE DIRECTOR 40.00 X 169825 0 25629 LISA LARSON CFO 40.00 X 120934 0 23965 DAN MEDEIROS PROJECTS DIRECTOR 40.00 X 94761 0 12807 CALAH PASLEY DEVELOPMENT & COMMUNICATIO 40.00 X 88903 0 12290 588235 0 90132 3 0 1 0 PENINSULA OPEN SPACE TRUST 222 HIGH STREET PALO ALTO CA 94301 PUBLIC ACCESS 244904 SANTA CRUZ REGIONAL TRANSPORTATION 1523 PACIFIC AVENUE SANTA CRUZ CA 95060 RAIL CORRIDOR 175394 FALL CREEK ENGINEERING 1525 SEABRIGHT AVENUE SANTA CRUZ CA 95060 TRAIL DESIGNS 128233 3 5404107 372868 5404107 STEWARDSHIP/CONTRACT 900099 31951 31951 31951 289858 289858 533732 29325 504407 504407 504407 195192 130800 64392 64392 64392 6294715 31951 0 858657 X 10000 10000 720343 524889 154712 40742 440608 324762 1181 114665 11407 9136 15 2256 65607 30329 3431 31847 81724 60244 10161 11319 22015 22015 13000 13000 18000 18000 1542185 1523751 12788 5646 18883 18088 795 27764 22078 2703 2983 19506 14804 3530 1172 8005 5533 873 1599 67640 58147 5323 4170 30584 23340 4766 2478 COST OF CONSERVATION PU 294900 294900 PROPERTY TAXES 78441 77894 547 SUPPLIES 57431 54155 3276 MAINTENANCE 47451 43803 1504 2144 214553 175542 4115 34896 3790047 3311410 218649 259988 675913 614941 1590000 38312 12350 47332 44049 18517754 740889 17809496 17776865 9428776 14396607 4220966 836604 360000 360000 401600 395041 32982395 36026457 307517 557098 106075 82136 220558 215402 634150 854636 X 20571430 20805528 11676815 14266293 100000 100000 32348245 35171821 32982395 36026457 2504668 318908 0 X X 0 1 X 1 0 X 2425568 13398572 2745410 2190137 5404107 26163794 2425568 13398572 2745410 2190137 5404107 26163794 10383537 15780257 723260 609396 681498 821139 823590 3658883 29822677 303969 0.52910 0.53860 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18000 18000 3293410 3311410 315571 78893 0 0 481285 387493 283299 315571 1467648 2201472 22250 44695 9750 18000 94695 120321 96873 70825 78893 366912 550368 30695 30695 X X 41 3141.00 0 23 0 1 1 722.00 28406 1 11776815 4576545 583350 2570417 14366293 11980806 383405 776711 1364107 11776815 12293375 2349467 749696 3411732 11980806 6654579 10712001 546460 5619665 12293375 9585340 1125136 544521 4600418 6654579 0.00000 0.00700 0.99300 0 0 17224890 17224890 987270 650480 336790 305594 90409 215185 17776865 RENTAL DEPOSITS 5000 DEFERRED RENT 210402 215402 X 6644668 318908 1720 29325 349953 6294715 0 6294715 3821092 1720 29325 31045 3790047 0 3790047 PART II, LINE 5: THE ORGANIZATION ACQUIRES LAND CONSERVATION EASEMENTS THROUGH PURCHASE AND DONATIONS AS CHARITABLE CONTRIBUTIONS. THE ORGANIZATION HAS A COMMITMENT TO PROTECT THE CONSERVATION PURPOSES OF ITS EASEMENTS, AND HAS THE STAFFING AND FINANCIAL RESOURCES TO ENFORCE THOSE RESTRICTIONS. FINANCIAL RESOURCES INCLUDE A CONSERVATION EASEMENT LEGAL DEFENSE FUND. THE ORGANIZATION ENSURES EASEMENT ENFORCEMENT THROUGH SPECIFIC STEWARDSHIP MANAGEMENT PLANS, AND COMPREHENSIVE EASEMENT MONITORING AND ENFORCEMENT POLICIES. PART II, LINE 9: CONSERVATION EASEMENTS ARE RECORDED IN THE FINANCIAL STATEMENTS ON THE STATEMENT OF FINANCIAL POSITION (BALANCE SHEET) AT A NOMINAL VALUE OF $1 EACH. FOR THE FINANCIAL STATEMENTS DONATED EASEMENTS ARE RECORDED AT FAIR VALUE AS CONTRIBUTION REVENUE AND DEDUCTED AS A PROGRAM CONSERVATION EXPENSE ON THE STATEMENT OF ACTIVITIES (REVENUE AND EXPENSE STATEMENT). THE ORGANIZATION REPORTS CONSERVATION EASEMENTS WITHIN THE TAX RETURN CONSISTENTLY WITH HOW IT REPORTS REVENUE AND EXPENSES FOR SUCH CONTRIBUTIONS IN ITS FINANCIAL STATEMENTS. PART V, LINE 4: ENDOWMENT FUNDS PROVIDE THE FUNDING SOURCE FOR THE EXECUTION OF THE ORGANIZATION'S RESPONSIBILITIES UNDER THE TERMS OF ACQUISITION AGREEMENTS. PART X, LINE 2: THE ORGANIZATION IS A TAX-EXEMPT CORPORATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA STATE FRANCHISE TAX UNDER SECTION 23701(D) OF THE REVENUE AND TAXATION CODE. THE ORGANIZATION IS EXEMPT FROM TAXES ON INCOME OTHER THAN UNRELATED BUSINESS INCOME. FOR THE YEARS ENDED JUNE 30, 2019 AND 2018, THE ORGANIZATION PAID NO UNRELATED BUSINESS INCOME TAX. THE PREPARATION OF THE FINANCIAL STATEMENTS IN CONFORMITY WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES THE ORGANIZATION TO REPORT INFORMATION REGARDING ITS EXPOSURE TO VARIOUS TAX POSITIONS TAKEN BY THE ORGANIZATION. MANAGEMENT HAS DETERMINED WHETHER ANY TAX POSITIONS HAVE MET THE THRESHOLD AND HAS MEASURED THE ORGANIZATION'S EXPOSURE TO THOSE TAX POSITIONS. MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS ADEQUATELY ADDRESSED ALL RELEVANT TAX POSITIONS AND THAT THERE ARE NO UNRECORDED LIABILITIES. THE ORGANIZATION IS CURRENT ON REQUISITE TAX FILINGS, WHICH ARE SUBJECT TO EXAMINATION UNDER STATUTORY PROVISIONS AND STANDARD STATUTES OF LIMITATIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES INCLUDED ON PART VIII, STATEMENT OF REVENUE 29,325. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES INCLUDED ON PART VIII, STATEMENT OF REVENUE 29,325. 1 SAN BENITO AGRICULTURAL LAND TRUST PO BOX 1066 TRES PINOS CA 95075 770338085 501(C)(3) 10000 HELP EXPAND ORGANIZATIONS CAPABILITY TO ACHIEVE MISSION OF PRESERVING FAMILY FARMS AND RANCHES 1 PART I, LINE 2: ORGANIZATION WORKS WITH THE AGENCIES TO VERIFY THAT THE DONEE RECIPEINT IS AN IRS EXEMPT ORGANIZATION, AND THAT THE FUNDS PROVIDED WILL BE USED EXCLUSIVELY FOR PROPER CHARITABLE PURPOSES. X X 0 0 0 0 0 0 0 0 0 LESTER STEPHEN SLADE EXECUTIVE DIRECTOR 169825 0 0 0 0 0 5436 0 20193 0 195454 0 0 0 PART I, LINE 3 THE LAND TRUST PARTICIPATES IN AN ANNUAL SURVEY OF NON-PROFITS REGARDING SALARY AND BENEFITS. COMPARISONS TO SIMILAR ORGANIZATIONS OF SIMILAR SIZE AND LOCATION ARE MADE AS WELL AS JOB DESCRIPTIONS. A SELF EVALUATION IS PREPARED BY THE EMPLOYEE AND REVIEWED BY THE EMPLOYEES SUPERVISOR. GOALS FROM THE PRIOR YEAR ARE REVIEWED AND NEW GOALS ESTABLISHED. THE ECONOMIC CLIMATE IS TAKEN INTO EFFECT. X 10 192868 MARKET QUOTATIONS X 1 180000 QUALIFIED APPRAISAL 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 DAN MEDEIROS AND CALAH PASLEY ARE MARRIED FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE REVIEWS AND APPROVES THE FORM 990. THE ENTIRE BOARD REVIEWS THE 990 BEFORE FILING. COPIES ARE AVAILABLE BY E-MAIL, MAIL OR IN PERSON AT THE LAND TRUST OFFICE. FORM 990, PART VI, SECTION B, LINE 12C THE LAND TRUST HAS A WRITTEN CONFLICT OF INTEREST POLICY. ON AN ANNUAL BASIS ALL BOARD MEMBERS ARE ASKED TO SIGN AN ANNUAL STATEMENT. FORM 990, PART VI, SECTION B, LINE 15 THE LAND TRUST PARTICIPATES IN AN ANNUAL SURVEY OF NON-PROFITS REGARDING SALARY AND BENEFITS. COMPARISONS TO SIMILAR ORGANIZATIONS OF SIMILAR SIZE AND LOCATION ARE MADE AS WELL AS JOB DESCRIPTIONS. A SELF EVALUATION IS PREPARED BY THE EMPLOYEE AND REVIEWED BY THE EMPLOYEES SUPERVISOR. GOALS FROM THE PRIOR YEAR ARE REVIEWED AND NEW GOALS ESTABLISHED. THE ECONOMIC CLIMATE IS TAKEN INTO EFFECT. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS AVAILABLE FOR PUBLIC VIEWING ARE LOCATED AT OUR OFFICE AT 617 WATER STREET, SANTA CRUZ, CA 95060 OR UPON REQUEST CAN BE MAILED OR E-MAILED. THE FORM 990 IS ALSO POSTED ON WWW.GUIDESTAR.ORG. FORM 990, PART IX, LINE 11G CONTRACT SERVICES FOR LAND ACQUISITIONS: PROGRAM SERVICE EXPENSES 1,381,162. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,381,162. STEWARDSHIP: PROGRAM SERVICE EXPENSES 102,792. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 102,792. COMMUNICATION: PROGRAM SERVICE EXPENSES 39,797. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 39,797. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 12,788. FUNDRAISING EXPENSES 5,646. TOTAL EXPENSES 18,434. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT HAS OVERSIGHT RESPONSIBILITIES OF THE AUDIT AND OVERSIGHT FOR THE SELECTION OF THE INDEPENDENT AUDITOR. THE ORGANIZATION DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OR ITS SELECTION PROCESS DURING THE TAX YEAR.