2017-07-25T10:01:29-07:00 2016-12-31 912011543 THOMSON & COMPANY PLLC PO BOX 28190 BELLINGHAM WA 982280190 990 2016-01-01 911785342 LUMMI ISLAND HERITAGE TRUST LUMM 3607587997 PO BOX 158 LUMMI ISLAND WA 982621158 JENNIFER DUNN TREASURER 3607587997 2017-07-24 true SUSAN L THOMSON-SINES P00097073 3607343939 2017-07-24 X 14784083BC2A803C6E7C96116A6ABFBA9CF26668 6942DBE293EE23EAAFB65441E4C497608E5EF7E2 2016 2021-01-29 14:40:06Z LINDA SHEEK PO BOX 158 LUMMI ISLAND WA 98262 1771412 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 4 214 0 780357 1720585 0 19537 32698 19020 12143 818914 1765426 0 0 108878 117905 0 32350 58277 188133 167155 306038 651759 1459388 7733737 8126360 1277469 166493 6456268 7959867 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 44059 EXTERNAL EDUCATION: OUTREACH ABOUT VOLUNTARY LAND CONSERVATIONS TOOLSAND 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. 151715 EASEMENTS AND ACQUISITIONS: EFFORTS TO CONSERVE LAND THROUGH PURCHASE OR DONATION OF LAND AND CONSERVATION EASEMENTS. IN 2016, SUCCESSFULLY COMPLETED A CAPITAL CAMPAIGN TO FINALIZE THE ACQUISITION OF A 105 ACRE PROPERTY, WHICH WILL BECOME THE AISTON PRESERVE UPON COMPLETION OF RESTORATION ACTIVITIES; APPLIED FOR GRANTS TO FUND RESTORATION ACTIVITIES; LAUNCHED RESTORATION FEASIBILITY STUDIES AT THE AISTON PRESERVE TO DETERMINE HOW BEST TO RESTORE THE UPLAND AND SHORELINE HABITATS. THE TRUST CONTINUED DISCUSSIONS WITH VARIOUS LANDOWNERS WISHING TO VOLUNTARILY PROTECT THEIR PRIVATE LAND WITH CONSERVATION EASEMENTS. THE TRUST WAS UNABLE TO COMPLETE THE PURCHASE AND PROTECTION OF A 5 ACRE PARCEL ADJACENT TO ITS OTTO PRESERVE, WHEN THE LANDOWNER CHOSE TO SELL TO ANOTHER PARTY. THE TRUST BEGAN NEGOTIATIONS WITH A LANDOWNER WHO DESIRES TO DONATE THEIR PROPERTY IN 2017. 41716 STEWARDSHIP: THE TRUST MANAGES AND MONITORS ITS FEE LANDS AND CONSERVATION EASEMENT PROPERTIES TO PROTECT NATURAL HABITAT AND CONSERVATION RESOURCES. MONITORING VISITS ARE CONDUCTED AT EACH PROPERTY AND REPORTS ARE FILED ON AN ANNUAL BASIS. AT YEAR END 2016, THE TRUST OWNED 388 ACRES OF LAND AS PRESERVES AND HELD 15 CONSERVATION EASEMENTS ON AN ADDITIONAL 284 ACRES. 20461 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. 20461 257951 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 8 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 JENNIFER DUNN TREASURER 4.00 X X 0 0 0 LYNN DEE BOARD MEMBER 4.00 X 0 0 0 ANNIE FRANZMANN BOARD MEMBER 4.00 X 0 0 0 PETER HODGES VICE CHAIR 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 JYL PETERSON SECRETARY 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 51963 3407 980089 685126 253157 1720585 32698 32698 10390 3407 2061 8329 7675 3925 3750 3750 OTHER 64 64 64 1765426 36448 64 63314 44953 5698 12663 40023 28417 3602 8004 5850 4154 526 1170 8718 6189 785 1744 605 605 4250 2125 2125 6128 6128 10135 5575 411 4149 1795 1590 41 164 1171 884 86 201 4575 4575 5872 4619 1253 PROJECT EXPENSE 121421 121421 INVESTMENT & BANK FEES 13317 10971 677 1669 TAXES 3236 3074 50 112 BAD DEBT EXPENSE 3100 3100 12528 9571 483 2474 306038 257951 15737 32350 188360 424410 387893 165993 4491 4270 5753807 47615 5691753 5706192 1461240 1825495 7733737 8126360 69 6493 227400 160000 1050000 1277469 166493 X 1043577 1255866 945782 1083680 4466909 5620321 6456268 7959867 7733737 8126360 1459388 44211 X false true X true false X 256466 124809 183330 780357 1720585 3065547 256466 124809 183330 780357 1720585 3065547 3065547 1733 12742 19856 19537 32698 86566 700 64 764 3152877 50763 0.97230 0.96410 X PART II, LINE 10 OTHER INCOME 700 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 15 284.00 15 1 true 94.00 1887 false 105000 4528 4528 105000 105000 1807 1807 105000 105000 5982 5982 105000 105000 9750 9750 105000 126140 3000 1048 25188 105000 0.58000 0.42000 false false 5649811 5649811 103996 47615 56381 5706192 SCHEDULE D, PAGE 1, PART II, LINE 5 THE TRUST HAS A WRITTEN POLICY REGARDING THE PERIODIC MONITORING, INSPECTION, HANDLING OF VIOLATIONS, AND ENFORCEMENT OF THE CONSERVATION EASEMENTS IT HOLDS. 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. X 6 253157 false false false FORM 990, PAGE 2, PART III, LINE 4B THE TRUST BEGAN NEGOTIATIONS WITH A LANDOWNER WHO DESIRES TO DONATE THEIR PROPERTY IN 2017. 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.