SOUTH EAST ALASKA LAND TRUST: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SOUTH EAST ALASKA LAND TRUST (EIN 92-0156402)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201933189349313573
- Schema version
- 2018v3.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T17:18:47-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920127098 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELGEE REHFELD LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9309 GLACIER HWY STE B-200 | AddressLine1Txt |
| City | JUNEAU | CityNm |
| State Abbreviation | AK | StateAbbreviationCd |
| ZIP | 99801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 920156402 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHEAST ALASKA LAND TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOUT | BusinessNameControlTxt |
| Phone | 9075863100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 119 SEWARD STREET SUITE 2 | AddressLine1Txt |
| City | JUNEAU | CityNm |
| State Abbreviation | AK | StateAbbreviationCd |
| ZIP | 99801 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALEX WERTHEIMER | PersonNm |
| Person Title | BOARD TREASURER | PersonTitleTxt |
| Phone | 9075863100 | PhoneNum |
| Signature | 2019-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT L REHFELD | PreparerPersonNm |
| PTIN | P00104959 | PTIN |
| Phone | 9077893178 | PhoneNum |
| Preparation | 2019-11-05 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.237.4.179 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-05 | IPDt |
| IP Tm | 14:04:56 | IPTm |
| IP Timezone | AS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | EC3CC47D83671314A374AA862C9223A3E0EC1534 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4A0BD3E273B1AD69078C4694022F5FE8723B1C57 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ALEX WERTHEIMER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 119 SEWARD STREET SUITE 2 | AddressLine1Txt |
| City | JUNEAU | CityNm |
| State Abbreviation | AK | StateAbbreviationCd |
| ZIP | 99801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $621,437 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SOUTHEASTALASKALANDTRUST.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1995 | FormationYr |
| Legal Domicile State | AK | LegalDomicileStateCd |
| Activity Or Mission | THE SOUTHEAST ALASKA LAND TRUST COLLABORATES WITH COMMUNITIES, INDIVIDUALS, AND ORGANIZATIONS THROUGHOUT SOUTHEAST ALASKA TO HELP ENSURE THAT HIGHLY VALUED HABITAT, RECREATION, OPEN SPACE, AND CULTURAL AND HISTORIC AREAS CONTINUE TO THRIVE FOR THE WELL-BEING OF EACH GENERATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Total Volunteers | 10 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $140,848 | PYContributionsGrantsAmt |
| CY Contributions Grants | $484,858 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $27,582 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $95,995 | PYInvestmentIncomeAmt |
| CY Investment Income | $136,579 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $264,425 | PYTotalRevenueAmt |
| CY Total Revenue | $621,437 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $162,489 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $184,654 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $21,088 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $104,180 | PYOtherExpensesAmt |
| CY Other Expenses | $234,532 | CYOtherExpensesAmt |
| PY Total Expenses | $266,669 | PYTotalExpensesAmt |
| CY Total Expenses | $419,186 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,244 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $202,251 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,045,507 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,885,740 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $45,105 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,492 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,000,402 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,863,248 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE SOUTHEAST ALASKA LAND TRUST COLLABORATES WITH COMMUNITIES, INDIVIDUALS, AND ORGANIZATIONS THROUGHOUT SOUTHEAST ALASKA TO HELP ENSURE THAT HIGHLY VALUED HABITAT, RECREATION, OPEN SPACE, AND CULTURAL AND HISTORIC AREAS CONTINUE TO THRIVE FOR THE WELL-BEING OF EACH GENERATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $258,858 | ExpenseAmt |
| Desc | LAND CONSERVATION - IN 2018, SOUTHEAST ALASKA LAND TRUST (SEAL TRUST) SUCCESSFULLY COMPLETED ONE FEE SIMPLE ACQUISITION, TOTALING 32 ACRES. CONSERVATION PROJECT DEVELOPMENT INCLUDES: PRIORITIZATION MAPPING PROJECTS, CONSERVATION SITE SELECTION, DUE DILIGENCE, AND ACQUISITION OF CONSERVATION EASEMENT OR FEE SIMPLE PROPERTIES, INCLUDING THOSE ACQUIRED WITH FUNDING FROM DEVELOPERS PAID TO SEAL TRUST VIA THEIR IN-LIEU FEE AGREEMENT WITH THE U.S. ARMY CORPS OF ENGINEERS. SEAL TRUST'S LAND CONSERVATION PROGRAM ALSO INCLUDES OUTREACH AND COMMUNICATION WITH LANDOWNERS, SITE VISITS, REPORT PREPARATION, AND NEGOTIATIONS WITH LANDOWNERS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $65,152 | ExpenseAmt |
| Desc | STEWARDSHIP - AS OF THE END OF 2018, SEAL TRUST HAS PROTECTED 35 PROPERTIES CONSISTING OF 3,502 ACRES, LOCATED IN JUNEAU, ADMIRALTY ISLAND, EXCURSION INLET, HAINES, KAKE, PETERSBURG (FARRAGUT BAY), AND SITKA. STEWARDSHIP INCLUDES MANAGEMENT OF 19 FEE SIMPLE PROPERTIES CURRENTLY OWNED BY SEAL TRUST AND THE MONITORING AND ENFORCEMENT OF 15 CONSERVATION EASEMENTS AND 1 DEED RESTRICTION HELD BY SEAL TRUST, INCLUDING MEETINGS WITH LANDOWNERS AND NEIGHBORS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $12,000 | ExpenseAmt |
| Desc | COMMUNITY OUTREACH & ENGAGEMENT - SEAL TRUST WORKS TO PROVIDE COMMUNITY OUTREACH PROGRAMS THAT ENCOURAGE PEOPLE TO CONNECT WITH THE OUTDOORS AND LAND CONSERVATION. IN 2018, SEAL TRUST HELD FIVE COMMUNITY OUTREACH EVENTS, INCLUDING A WETLANDS CLEANUP, THE WILD FOR CONSERVATION 5K RACE, AND A FLY CASTING WORKSHOP. SEAL TRUST ALSO HELD A TOTAL OF SEVEN EDUCATIONAL PRESENTATIONS IN THE COMMUNITIES OF JUNEAU, EXCURSION INLET, GUSTAVUS, KAKE AND SITKA TO INCREASE PUBLIC KNOWLEDGE AND AWARENESS OF SEAL TRUST AND LAND CONSERVATION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $336,010 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | Yes (1) | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 12 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 5 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9075863100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 119 SEWARD STREET SUITE 2 | AddressLine1Txt |
| City | JUNEAU | CityNm |
| State Abbreviation | AK | StateAbbreviationCd |
| ZIP | 99801 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| ALEX WERTHEIMER | ||||||
| BOARD PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BROCK TABOR | ||||||
| BOARD VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| NANCY WATERMAN | ||||||
| BOARD SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JAY NELSON | ||||||
| BOARD TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ANNIE CARPENETI | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ALERIA JENSEN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FRANK RUE | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAN RUTHERDALE | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CAROLE TRIEM | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ALLISON GILLUM | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $66,816 | $0 | $5,454 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $66,816 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $5,454 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $84,000 | GovernmentGrantsAmt |
| All Other Contributions | $400,858 | AllOtherContributionsAmt |
| Total Contributions | $484,858 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $136,579 | TotalRevenueColumnAmt |
| Exclusion | $136,579 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $621,437 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $136,579 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,270 | TotalAmt |
| Program Services | $50,597 | ProgramServicesAmt |
| Management And General | $17,127 | ManagementAndGeneralAmt |
| Fundraising | $4,546 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,036 | TotalAmt |
| Program Services | $74,312 | ProgramServicesAmt |
| Management And General | $12,972 | ManagementAndGeneralAmt |
| Fundraising | $3,752 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,528 | TotalAmt |
| Management And General | $8,528 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,820 | TotalAmt |
| Program Services | $9,218 | ProgramServicesAmt |
| Management And General | $1,963 | ManagementAndGeneralAmt |
| Fundraising | $1,639 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,709 | TotalAmt |
| Program Services | $6,709 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,810 | TotalAmt |
| Management And General | $17,810 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,502 | TotalAmt |
| Program Services | $15,376 | ProgramServicesAmt |
| Management And General | $1,126 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,503 | TotalAmt |
| Program Services | $112,219 | ProgramServicesAmt |
| Management And General | $10,284 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110 | TotalAmt |
| Management And General | $110 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,741 | TotalAmt |
| Program Services | $11,848 | ProgramServicesAmt |
| Management And General | $7,782 | ManagementAndGeneralAmt |
| Fundraising | $3,111 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,282 | TotalAmt |
| Program Services | $320 | ProgramServicesAmt |
| Management And General | $13,962 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,128 | TotalAmt |
| Program Services | $10,238 | ProgramServicesAmt |
| Management And General | $1,838 | ManagementAndGeneralAmt |
| Fundraising | $52 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,332 | TotalAmt |
| Program Services | $1,122 | ProgramServicesAmt |
| Management And General | $4,210 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| ALL OTHER EXPENSE | $8,565 | $2,710 | $2,926 | $2,929 |
| TRAINING/PROFESSIONAL D | $7,850 | $1,380 | $6,470 | |
| ALLOCATION OF INDIRECT | $0 | $39,961 | -$45,020 | $5,059 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $419,186 | TotalAmt |
| Program Services | $336,010 | ProgramServicesAmt |
| Management And General | $62,088 | ManagementAndGeneralAmt |
| Fundraising | $21,088 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,084 | BOYAmt |
| EOY | $452,431 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,749,114 | BOYAmt |
| EOY | $4,532,502 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,658 | BOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,500 | BOYAmt |
| EOY | $2,500 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,561 | BOYAmt |
| EOY | $889 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $486,708 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,130 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $480,578 | BOYAmt |
| EOY | $480,578 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,728,012 | BOYAmt |
| EOY | $1,416,840 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,045,507 | BOYAmt |
| EOY | $6,885,740 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,448 | BOYAmt |
| EOY | $19,537 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,657 | BOYAmt |
| EOY | $2,955 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,105 | BOYAmt |
| EOY | $22,492 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $695,123 | BOYAmt |
| EOY | $938,513 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,305,279 | BOYAmt |
| EOY | $5,924,735 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,000,402 | BOYAmt |
| EOY | $6,863,248 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,045,507 | BOYAmt |
| EOY | $6,885,740 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $202,251 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$143,755 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,195,650 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (1) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | 0 | FSAuditedInd |
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $162,329 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $335,679 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $336,623 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $140,848 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $484,858 | CurrentTaxYearAmt |
| Total | $1,460,337 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $162,329 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $335,679 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $336,623 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $140,848 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $484,858 | CurrentTaxYearAmt |
| Total | $1,460,337 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $112,160 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,348,177 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $62,261 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $64,740 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $130,760 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $95,995 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $136,579 | CurrentTaxYearAmt |
| Total | $490,335 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,950,672 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,854,398 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.69110 | PublicSupportCY170Pct |
| Public Support PY170 | 0.64970 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preservation Public Use | Yes (X) | PreservationPublicUseInd |
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Preservation Open Space | Yes (X) | PreservationOpenSpaceInd |
| Total Easements | 15 | TotalEasementsCnt |
| Total Acreage | 3277.00 | TotalAcreageCnt |
| Historic Structure Easements | 0 | HistoricStructureEasementsCnt |
| Historic Strctr Easements Aftr | 0 | HistoricStrctrEasementsAftrCnt |
| Modified Easements | 0 | ModifiedEasementsCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 798.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $23,452 | ExpensesIncurredEnforcementAmt |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,056,995 | BeginningYearBalanceAmt |
| Contributions | $8,054 | ContributionsAmt |
| Investment Earnings Or Losses | -$108,215 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $131,166 | OtherExpendituresAmt |
| Administrative Expenses | $8,814 | AdministrativeExpensesAmt |
| End Year Balance | $1,816,854 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,859,810 | BeginningYearBalanceAmt |
| Contributions | $21,239 | ContributionsAmt |
| Investment Earnings Or Losses | $182,997 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $7,051 | AdministrativeExpensesAmt |
| End Year Balance | $2,056,995 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,440,582 | BeginningYearBalanceAmt |
| Contributions | $407,638 | ContributionsAmt |
| Investment Earnings Or Losses | $94,192 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $73,649 | OtherExpendituresAmt |
| Administrative Expenses | $8,953 | AdministrativeExpensesAmt |
| End Year Balance | $1,859,810 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $964,297 | BeginningYearBalanceAmt |
| Contributions | $627,127 | ContributionsAmt |
| Investment Earnings Or Losses | -$14,213 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $124,007 | OtherExpendituresAmt |
| Administrative Expenses | $12,622 | AdministrativeExpensesAmt |
| End Year Balance | $1,440,582 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $866,136 | BeginningYearBalanceAmt |
| Contributions | $99,208 | ContributionsAmt |
| Investment Earnings Or Losses | $36,695 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $28,447 | OtherExpendituresAmt |
| Administrative Expenses | $9,295 | AdministrativeExpensesAmt |
| End Year Balance | $964,297 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.10850 | BoardDesignatedBalanceEOYPct |
| Term Endowment Balance EOY | 0.89150 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $480,000 | OtherCostOrOtherBasisAmt |
| Book Value | $480,000 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,708 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,130 | DepreciationAmt |
| Book Value | $578 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $480,578 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 9: | THE TRUST HAS ACQUIRED AND HOLDS A NUMBER OF CONSERVATION EASEMENTS, EACH REPRESENTING A LEGAL INTEREST IN LAND OWNED BY ANOTHER PERSON OR ENTITY. THE CONSERVATION EASEMENTS EXTINGUISH CERTAIN FUTURE DEVELOPMENT RIGHTS IN THE SUBJECT PROPERTIES AND GRANT THE TRUST THE RIGHT TO PROTECT THE LAND FOR CONSERVATION PURPOSES. BECAUSE OF THE UNIQUE NATURE OF THESE ASSETS, THE SIGNIFICANT COST OF OBTAINING CONSISTENT AND RELIABLE ESTIMATES OF THE VALUES ASCRIBED TO THESE INTERESTS, AND CONSISTENT WITH THE PRACTICES FOLLOWED BY MANY ENVIRONMENTAL LAND TRUSTS, THE TRUST'S FINANCIAL STATEMENTS DO NOT INCLUDE ANY AMOUNTS FOR THESE PROPERTY INTERESTS. |
| PART X, LINE 2: | THE TRUST IS A NONPROFIT ORGANIZATION EXEMPT FROM FEDERAL TAXES UNDER THE PROVISIONS OF INTERNAL REVENUE SERVICE CODE SECTION 501(C)(3). THE TRUST FOLLOWS THE PROVISIONS OF FASB ASC 740, INCOME TAXES, AND MANAGEMENT BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN. THE ORGANIZATION'S FEDERAL INCOME TAX RETURNS (FORM 990) ARE SUBJECT TO POSSIBLE EXAMINATION BY THE INTERNAL REVENUE SERVICE UNTIL THE EXPIRATION OF THE RELATED STATUTE OF LIMITATIONS ON THOSE TAX RETURNS, WHICH, IN GENERAL, HAVE A THREE-YEAR STATUTE OF LIMITATIONS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED BY ONE OR MORE OFFICERS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION REGULARLY MONITORS AND ENFORCES COMPLIANCE WITH THEIR CONFLICT OF INTEREST POLICY THROUGH ANNUAL SELF DISCLOSURE OF POSSIBLE CONFLICTS BY BOARD MEMBERS AND STAFF. IN ADDITION, POTENTIAL CONFLICTS ARE MONITORED AT REGULAR BOARD MEETINGS. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE ORGANIZATION MAKES ITS FORMS 1023 AND 990 AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AND GOVERNING POLICIES AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE CONSISTS OF THE BOARD PRESIDENT, VICE PRESIDENT, SECRETARY, AND TREASURER. THE EXECUTIVE COMMITTEE HAS ALL AUTHORITY OF THE BOARD OF DIRECTORS, EXCEPT THAT THE EXECUTIVE COMMITTEE SHALL HAVE NO AUTHORITY TO AMEND OR REPEAL THE ARTICLES OF INCORPORATION OR BY-LAWS; TO ELECT, APPOINT, OR REMOVE ANY DIRECTOR OR OFFICER; OR TO TAKE ANY ACTION THE AUTHORITY FOR WHICH IS SPECIFICALLY WITHHELD FROM THE EXECUTIVE COMMITTEE BY THE BOARD OF DIRECTORS. ANY ACTION TAKEN BY THE EXECUTIVE COMMITTEE, EXCEPT EMERGENCY APPROVAL OF LAND TRANSACTIONS, IS SUBJECT TO AMENDMENT OR REPEAL BY THE FULLL BOARD OF DIRECTORS. |
| FORM 990, PART IX, LINE 11G | DUE DILIGENCE/SITE PLANNING: PROGRAM SERVICE EXPENSES 112,219. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 112,219. OTHER CONSULTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 10,284. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,284. |
| FORM 990, PART XI, LINE 9: | CHANGE IN LAND VALUE HOLDINGS -1,195,650. |
| FORM 990, PART XII, LINE 2C | THE FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT, REVIEW, OR COMPILATION OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNT. THE FULL BOARD OF DIRECTORS REVIEWS AND APPROVES THE AUDIT, REVIEW, OR COMPILATION OF ITS FINANCIAL STATEMENTS. |
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