2018-05-25T09:54:45-07:00 2017-12-31 912011543 THOMSON & COMPANY PLLC PO BOX 28190 BELLINGHAM WA 982280190 990 2017-01-01 911785342 LUMMI ISLAND HERITAGE TRUST LUMM 3607587997 PO BOX 158 LUMMI ISLAND WA 982621158 CHERYL HOOD TREASURER 3607587997 2018-05-24 true SUSAN L THOMSON P00097073 3607343939 2018-05-25 X 2017 2022-09-23 18:48:47Z LINDA SHEEK PO BOX 158 LUMMI ISLAND WA 98262 402793 false X WWW.LIHT.ORG 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 ISLAND'S FARMS, FORESTS, WETLANDS AND SHORELINES FOREVER. 13 13 4 167 0 1720585 332281 0 32698 46820 12143 16878 1765426 395979 0 0 117905 114456 0 24143 188133 126834 306038 241290 1459388 154689 8126360 8540457 166493 255071 7959867 8285386 X 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 ISLAND'S FARMS, FORESTS, WETLANDS, AND SHORELINES FOREVER. false false 53516 EXTERNAL EDUCATION: OUTREACH ABOUT VOLUNTARY LAND CONSERVATIONS TOOLS AND COMMUNITY CONSERVATION INCLUDING PUBLICATION OF NEWSLETTERS DISTRIBUTED TO APPROXIMATELY 2,000 HOUSEHOLDS, INFORMATIONAL BROCHURES, WEBSITES, SOCIAL MEDIA, FIELD TRIPS, SLIDE SHOWS, WORKSHOPS, COMMUNITY EVENTS ON OUR PROPERTIES, AND PRIVATE MEETINGS WITH LANDOWNERS. IN 2017, THE TRUST HELD PUBLIC MEETINGS TO INFORM CONSTITUENTS AND RECEIVE INPUT REGARDING THE AISTON PRESERVE RESTORATION PROJECT. 26053 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 PROTECT THEIR PRIVATE LAND WITH CONSERVATION EASEMENTS. THE TRUST ACQUIRED A SMALL PARCEL OF UNDEVELOPED LAND BY DONATION, THE LAND WILL BE HELD AND WILL EXPAND THE CONSERVED AREA THAT IS PART OF A FUTURE PLANNED GIFT OF ADJACENT LAND. 96392 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 2017, THE TRUST CONTINUED RESTORATION ACTIVITIES AT THE AISTON PRESERVE, SUCCESSFULLY COMPLETED RESTORATION FEASIBILITY STUDIES; SECURED GRANT FUNDING TO INITIATE DESIGN AND PERMITTING FOR THIS LARGE-SCAL RESTORATION PROJECT. 25834 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. 25834 201795 true true false false false false true false false true true false false false false false false false false false false false false false true false false false false false false false false false false false false false true false false false false false false false false true 3 0 true 4 true false false false false false false X 13 13 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 SAM BOWMAN BOARD MEMBER 4.00 X 0 0 0 JUDY BUSH BOARD MEMBER 4.00 X 0 0 0 LYNN DEE BOARD MEMBER 4.00 X 0 0 0 ANNIE FRANZMANN SECRETARY 4.00 X X 0 0 0 PETER HODGES VICE CHAIR 4.00 X X 0 0 0 CHERYL HOOD TREASURER 4.00 X X 0 0 0 JONATHON HUTCHINGS BOARD MEMBER 4.00 X 0 0 0 ELIZABETH KILANOWSKI BOARD MEMBER 4.00 X 0 0 0 ROBERT MACGILCHRIST BOARD MEMBER 4.00 X 0 0 0 JANINE SHAW BOARD MEMBER 4.00 X 0 0 0 LINDA SHEEK CHAIR 4.00 X X 0 0 0 LOCH TRIMINGHAM BOARD MEMBER 4.00 X 0 0 0 false false false 41968 5129 23500 261684 112240 332281 46820 46820 16438 5129 1440 14998 7187 5374 1813 1813 OTHER 67 67 67 395979 48633 67 62105 46609 6198 9298 38129 28567 3825 5737 5700 5700 8522 4967 1422 2133 553 553 8250 7000 1250 12822 12694 128 12232 7737 123 4372 1938 1760 71 107 373 331 42 4558 4558 6039 4786 1253 PROJECT EXPENSE 48293 48293 INVESTMENT & BANK FEES 13752 12026 690 1036 TAXES 4327 4101 50 176 TRAINING 3921 3898 23 9776 8215 428 1133 241290 201795 15352 24143 424410 428681 165993 260993 4270 3291 5787011 52181 5706192 5734830 1825495 2106662 6000 8126360 8540457 6493 71 160000 255000 166493 255071 X 1255866 1373381 1083680 1292343 5620321 5619662 7959867 8285386 8126360 8540457 154689 170830 X true X false false X 124809 183330 780357 1720585 332281 3141362 124809 183330 780357 1720585 332281 3141362 3141362 12742 19856 19537 32698 46820 131653 700 64 67 831 3273846 70445 0.95950 0.97230 X PART II, LINE 10 OTHER INCOME 764 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 15 284.00 15 1 true 114.00 2275 false 105000 14600 14600 105000 105000 4528 4528 105000 105000 1807 1807 105000 105000 5982 5982 105000 105000 9750 9750 105000 false false 5684527 5684527 102484 52181 50303 5734830 SCHEDULE D, PAGE 1, PART II, LINE 5 ORGANIZATION REVIEWS WRITTEN POLICY ANNUALLY AND UPDATES AS NEEDED SCHEDULE D, PAGE 1, 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. DINNER 12950 2975 9975 12950 2975 9975 9975 X 1 6000 X 2 76240 X 1 30000 false false false FORM 990, PAGE 2, PART III, LINE 4D 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. FORM 990, PAGE 6, PART VI, LINE 11B THE TRUST BOARD ASSIGNS THE REVIEW OF THE IRS FORM 990 TO THE FINANCE COMMITTEE PRIOR TO THE FILING OF THE RETURN. A COPY OF THE IRS FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 12C CONFLICTS OF INTEREST ARE DISCLOSED ANNUALLY, AND ANY CONFLICTS ARE MONITORED BY THE BOARD OF DIRECTORS. FORM 990, PAGE 6, 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. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON WRITTEN REQUEST.