THE LAND TRUST FOR SANTA BARBARA COUNTY: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE LAND TRUST FOR SANTA BARBARA COUNTY (EIN 95-3797404)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-01-21
- IRS object ID
- 201600219349301210
- Schema version
- 2014v6.0
- 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 | 2016-01-21T11:21:14-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 770076647 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAMITZ BROOKS NIGHTINGALE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 EAST CARRILLO STREET SUITE 303 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953797404 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LAND TRUST FOR SANTA BARBARA COUNTY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAND | BusinessNameControlTxt |
| Phone | 8059664520 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 91830 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93190 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREG PARKER | PersonNm |
| Person Title | BOARD PRESIDENT | PersonTitleTxt |
| Phone | 8059664520 | PhoneNum |
| Signature | 2016-01-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CATHERINE MACAULAY | PreparerPersonNm |
| PTIN | P00178796 | PTIN |
| Phone | 8059631837 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GREGORY PARKER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 91830 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93190 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,060,382 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SBLANDTRUST.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1982 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO PRESERVE, RESTORE AND ENHANCE OPEN SPACE, NATURAL RESOURCES AND AGRICULTURAL LANDS | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Volunteers | 449 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,159,324 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,370,591 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,075 | CYProgramServiceRevenueAmt |
| PY Investment Income | $733,048 | PYInvestmentIncomeAmt |
| CY Investment Income | $259,371 | CYInvestmentIncomeAmt |
| PY Other Revenue | $22,950 | PYOtherRevenueAmt |
| CY Other Revenue | $17,149 | CYOtherRevenueAmt |
| PY Total Revenue | $2,915,322 | PYTotalRevenueAmt |
| CY Total Revenue | $1,655,186 | 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 | $314,893 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $435,169 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $202,080 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,827,477 | PYOtherExpensesAmt |
| CY Other Expenses | $449,387 | CYOtherExpensesAmt |
| PY Total Expenses | $2,142,370 | PYTotalExpensesAmt |
| CY Total Expenses | $884,556 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $772,952 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $770,630 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,333,778 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,828,818 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $112,186 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $122,147 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,221,592 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,706,671 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE LAND TRUST FOR SANTA BARBARA COUNTY PROTECTS NATURAL RESOURCES, AGRICULTURAL LAND AND OPEN SPACES FOR THE BENEFIT OF PRESENT AND FUTURE GENERATIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $184,459 | ExpenseAmt |
| Revenue | $8,075 | RevenueAmt |
| Desc | PROPERTY MANAGEMENT, NATURAL RESOURCE PROTECTION, PUBLIC EDUCATION, INTERPRETIVE AND RECREATIONAL ACCESS PROGRAMS ON FOUR NATURE PRESERVES OWNED. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $125,581 | ExpenseAmt |
| Desc | ANNUAL MONITORING AND COMPLIANCE ACTIVITIES ON ALL FEE AND CONSERVATION EASEMENT PROPERTY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $120,642 | ExpenseAmt |
| Desc | ACQUISITION OF CONSERVATION LAND AND EASEMENT INTERESTS. GENERAL OUTREACH AND RESPONSE TO LANDOWNER INQUIRIES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $95,064 | ExpenseAmt |
| Desc | LEAF IS A COLLABORATIVE UNDERTAKING TO PROVIDE A COUNTY-WIDE, SCIENCE-BASED, DECISION-MAKING PLATFORM FOR CONSERVATION AND LAND PROTECTION TO IDENTIFY OPPORTUNITIES AND NEEDS FOR LAND CONSERVATION, RESTORATION AND STEWARDSHIP. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $95,064 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $525,746 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | 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 | 23 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 8 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | 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 | Yes (1) | 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUDY JENNINGS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8059664520 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1530 CHAPALA STREET A | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| RICH NAGLER | ||||||
| PRESIDENT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SHERI OVERALL | ||||||
| VICE PRESIDENT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KENNETH MARSHALL | ||||||
| VICE PRESIDENT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ERIK GREGERSEN | ||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| WARREN MILLER | ||||||
| SECRETARY | 8.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MAURIE MCGUIRE | ||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES PHILLIPPI | ||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |
| BRAD LUNDGREN | ||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |
| GREGORY PARKER | ||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | |
| CARLA M D'ANTONIO | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTINE RIESENFELD | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT VAN DER KAR | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES WORK | ||||||
| CURRENT EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $30,339 | $0 | $3,336 | |
| JUDY JENNINGS | ||||||
| ACCOUNTING MANAGER | 20.00 | Yes (X) | $52,313 | $0 | $2,255 | |
| CAROLYN CHANDLER | ||||||
| INTERIM EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $25,325 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $107,977 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $5,591 | 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 |
| Membership Dues | $71,867 | MembershipDuesAmt |
| Fundraising | $3,290 | FundraisingAmt |
| Government Grants | $10,000 | GovernmentGrantsAmt |
| All Other Contributions | $1,285,434 | AllOtherContributionsAmt |
| Noncash Contributions | $31,930 | NoncashContributionsAmt |
| Total Contributions | $1,370,591 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HIKING AND TOUR FEES | Desc |
| Business | 713990 | BusinessCd |
| Total Revenue Column | $8,075 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,075 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,075 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $273,537 | TotalRevenueColumnAmt |
| Exclusion | $273,537 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $14,600 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,856 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $12,744 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,744 | TotalRevenueColumnAmt |
| Exclusion | $12,744 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $370,721 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $384,887 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$14,166 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$14,166 | TotalRevenueColumnAmt |
| Exclusion | -$14,166 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $21,050 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $3,290 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $13,979 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,071 | TotalRevenueColumnAmt |
| Exclusion | $7,071 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,808 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $4,474 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,666 | TotalRevenueColumnAmt |
| Exclusion | -$2,666 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,655,186 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,075 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $276,520 | 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 | $196,873 | TotalAmt |
| Program Services | $78,116 | ProgramServicesAmt |
| Management And General | $79,359 | ManagementAndGeneralAmt |
| Fundraising | $39,398 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,020 | TotalAmt |
| Program Services | $90,060 | ProgramServicesAmt |
| Management And General | $18,879 | ManagementAndGeneralAmt |
| Fundraising | $58,081 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,704 | TotalAmt |
| Program Services | $22,720 | ProgramServicesAmt |
| Management And General | $11,449 | ManagementAndGeneralAmt |
| Fundraising | $11,535 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,572 | TotalAmt |
| Program Services | $12,712 | ProgramServicesAmt |
| Management And General | $6,406 | ManagementAndGeneralAmt |
| Fundraising | $6,454 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,428 | TotalAmt |
| Program Services | $19,637 | ProgramServicesAmt |
| Management And General | $791 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,000 | TotalAmt |
| Management And General | $16,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,585 | TotalAmt |
| Program Services | $6,481 | ProgramServicesAmt |
| Management And General | $513 | ManagementAndGeneralAmt |
| Fundraising | $2,591 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,972 | TotalAmt |
| Program Services | $110,635 | ProgramServicesAmt |
| Management And General | $21,222 | ManagementAndGeneralAmt |
| Fundraising | $30,115 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,822 | TotalAmt |
| Program Services | $294 | ProgramServicesAmt |
| Management And General | $6,443 | ManagementAndGeneralAmt |
| Fundraising | $21,085 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,037 | TotalAmt |
| Program Services | $1,696 | ProgramServicesAmt |
| Management And General | $10,328 | ManagementAndGeneralAmt |
| Fundraising | $13 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,063 | TotalAmt |
| Program Services | $537 | ProgramServicesAmt |
| Management And General | $25,526 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,882 | TotalAmt |
| Program Services | $2,908 | ProgramServicesAmt |
| Management And General | $8,570 | ManagementAndGeneralAmt |
| Fundraising | $1,404 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,429 | TotalAmt |
| Program Services | $174 | ProgramServicesAmt |
| Management And General | $2,255 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,767 | TotalAmt |
| Program Services | $2,236 | ProgramServicesAmt |
| Management And General | $13,531 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| IMPROVEMENTS | $110,364 | $109,160 | $1,204 | |
| PROGRAMS AND OTHER DIRE | $20,621 | $31,328 | -$18,299 | $7,592 |
| DUES AND FEES | $10,331 | $2,641 | $5,285 | $2,405 |
| MEMBERSHIP SERVICES | $3,666 | $445 | $2,775 | $446 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$580 | TotalAmt |
| Program Services | $33,966 | ProgramServicesAmt |
| Management And General | -$55,507 | ManagementAndGeneralAmt |
| Fundraising | $20,961 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $884,556 | TotalAmt |
| Program Services | $525,746 | ProgramServicesAmt |
| Management And General | $156,730 | ManagementAndGeneralAmt |
| Fundraising | $202,080 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $900 | BOYAmt |
| EOY | $900 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,230,890 | BOYAmt |
| EOY | $1,715,765 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $426,011 | BOYAmt |
| EOY | $428,287 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $744 | BOYAmt |
| EOY | $12,991 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,167 | BOYAmt |
| EOY | $3,342 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $57,455 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $44,452 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,140 | BOYAmt |
| EOY | $13,003 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,101,550 | BOYAmt |
| EOY | $979,721 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,556,376 | BOYAmt |
| EOY | $3,668,385 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $6,424 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,333,778 | BOYAmt |
| EOY | $6,828,818 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,322 | BOYAmt |
| EOY | $93,021 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,864 | BOYAmt |
| EOY | $6,880 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $22,246 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,186 | BOYAmt |
| EOY | $122,147 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,254,966 | BOYAmt |
| EOY | $1,683,689 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,393,467 | BOYAmt |
| EOY | $3,449,823 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,573,159 | BOYAmt |
| EOY | $1,573,159 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,221,592 | BOYAmt |
| EOY | $6,706,671 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,333,778 | BOYAmt |
| EOY | $6,828,818 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $770,630 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$285,551 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | 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 | $9,990,143 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,887,707 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $791,482 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,159,324 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,370,591 | CurrentTaxYearAmt |
| Total | $18,199,247 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,990,143 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,887,707 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $791,482 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,159,324 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,370,591 | CurrentTaxYearAmt |
| Total | $18,199,247 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $6,901,526 | SubstantialContributorsTotAmt |
| Public Support Total170 | $11,297,721 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $108,442 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $124,407 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $127,528 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $124,801 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $286,281 | CurrentTaxYearAmt |
| Total | $771,459 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,794 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,073 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,885 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,074 | CurrentTaxYearMinus1YearAmt |
| Total | $43,826 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $361 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,649 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $621 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,876 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,459 | CurrentTaxYearAmt |
| Total | $41,966 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $19,056,498 | TotalSupportAmt |
| Public Support CY170 | 0.59290 | PublicSupportCY170Pct |
| Public Support PY170 | 0.96950 | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | Yes (1) | MailingsMembersInd |
| Mailings Members | $500 | MailingsMembersAmt |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $0 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $500 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | LETTERS ARE MAILED TO LOCAL, STATE AND FEDERAL LEGISLATORS TO SUPPORT OR OPPOSE LEGISLATION RELATED TO THE ORGANIZATION'S EXEMPT PURPOSE. IN ADDITION, THE ORGANIZATION MAKES DIRECT CONTACT WITH LOCAL CITY AND COUNTY LEGISLATORS TO SUPPORT OR OPPOSE LEGISLATION. | ExplanationTxt |
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 | 35 | TotalEasementsCnt |
| Total Acreage | 16433.00 | TotalAcreageCnt |
| Modified Easements | 1 | ModifiedEasementsCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 1200.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $115,839 | ExpensesIncurredEnforcementAmt |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,107,742 | BeginningYearBalanceAmt |
| Contributions | $302,739 | ContributionsAmt |
| Investment Earnings Or Losses | -$8,998 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $164,132 | OtherExpendituresAmt |
| End Year Balance | $3,237,351 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,586,145 | BeginningYearBalanceAmt |
| Contributions | $372,144 | ContributionsAmt |
| Investment Earnings Or Losses | $310,859 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $161,406 | OtherExpendituresAmt |
| End Year Balance | $3,107,742 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,398,511 | BeginningYearBalanceAmt |
| Contributions | $148,750 | ContributionsAmt |
| Investment Earnings Or Losses | $375,013 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $336,129 | OtherExpendituresAmt |
| End Year Balance | $2,586,145 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,521,808 | BeginningYearBalanceAmt |
| Contributions | $42,475 | ContributionsAmt |
| Investment Earnings Or Losses | $19,945 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $185,717 | OtherExpendituresAmt |
| End Year Balance | $2,398,511 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,173,481 | BeginningYearBalanceAmt |
| Contributions | $125,915 | ContributionsAmt |
| Investment Earnings Or Losses | $282,612 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $60,200 | OtherExpendituresAmt |
| End Year Balance | $2,521,808 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.43000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.09000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.48000 | 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 | $35 | OtherCostOrOtherBasisAmt |
| Book Value | $35 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $52,353 | OtherCostOrOtherBasisAmt |
| Depreciation | $41,280 | DepreciationAmt |
| Book Value | $11,073 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,067 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,172 | DepreciationAmt |
| Book Value | $1,895 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $13,003 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIFF | Desc |
| Book Value | $3,668,385 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $3,668,385 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED LIABILITIES | Desc |
| Amt | $22,246 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $22,246 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,389,273 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$285,551 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $27,883 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$7,745 | OtherRevenueAmt |
| Revenue Not Reported | -$265,413 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,654,686 | RevenueSubtotalAmt |
| Other Revenues Not Included | $500 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $500 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,655,186 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $904,194 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $27,883 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $27,883 | ExpensesNotReportedAmt |
| Expenses Subtotal | $876,311 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $8,245 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $8,245 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $884,556 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 3: | IN 2015 THE ORGANIZATION CORRECTED ONE DEED OF CONSERVATION EASEMENT WHICH WAS ORIGINALLY CONVEYED TO THE ORGANIZATION IN 2007. THE EASEMENT ACCURATELY EMBODIED THE ORIGINAL INTENT OF BOTH THE ORGANIZATION AND THE LANDOWNER TO ALLOW TWO BUILDING ENVELOPES ON THE PROPERTY. ONE OF THE ORIGINAL EASEMENT'S RECITALS ERRANTLY DESCRIBED CERTAIN ARCHEOLOGICAL FEATURES OF THE PROPERTY IN SUCH A WAY AS TO CREATE AMBIGUITY ABOUT RESERVED RIGHTS RELATING TO ONE OF THE BUILDING ENVELOPES. THEREFORE, THE PARTIES EXECUTED A DEED OF CORRECTION THAT SERVED TO ACCURATELY AND CORRECTLY DESCRIBE THE EXTENT OF THE PROPERTY'S ARCHEOLOGICAL FEATURES RELATIVE TO THE DESIGNATED LOCATION OF THE PROXIMAL BUILDING ENVELOPE. THE DEED OF CORRECTION THEREBY HAD A NEUTRAL EFFECT ON THE PROPERTY'S CONSERVATION VALUES AND ITS POTENTIAL FOR DEVELOPMENT AS IT MERELY SERVED TO CLARIFY TERMS MUTUALLY AGREED TO BY THE PARTIES AT THE TIME OF THE ORIGINAL GRANT. |
| PART II, LINE 5: | MONITORING & INSPECTION - THE ORGANIZATION MONITORS ITS EASEMENT PROPERTIES REGULARLY, AT LEAST ANNUALLY, IN A MANNER APPROPRIATE TO THE SIZE AND RESTRICTIONS OF EACH PROPERTY, AND KEEPS DOCUMENTATION SUCH AS RECORDS, UPDATED PHOTOGRAPHY AND MAPS OF EACH MONITORING ACTIVITY. VIOLATIONS & ENFORCEMENT - THE CONSERVATION DIRECTOR SHOULD REPORT MINOR AND MAJOR EASEMENT VIOLATIONS TO THE EXECUTIVE DIRECTOR AS SOON AS POSSIBLE AFTER THE SITE VISIT. IF A MINOR VIOLATION THE EXECUTIVE DIRECTOR MAY AUTHORIZE A CORRECTIVE PLAN OF ACTION. THE CONSERVATION DIRECTOR WILL TRACK AND REPORT TO THE EXECUTIVE DIRECTOR WHEN THE VIOLATION HAS BEEN CORRECTED, AND DOCUMENT THE CORRECTION APPROPRIATELY IN THE MONITORING BINDER. IF A MAJOR VIOLATION THEN THE EXECUTIVE DIRECTOR SHOULD NOTIFY THE BOARD PRESIDENT IMMEDIATELY. MAJOR VIOLATIONS AND SUBSEQUENT FOLLOW-UP ACTIONS WILL BE REPORTED TO THE LAND COMMITTEE OR BOARD OF TRUSTEES AT THE NEXT MEETING, WITH RECOMMENDATIONS FOR FURTHER ACTION AS APPROPRIATE. ONCE EACH YEAR THE CONSERVATION DIRECTOR WILL PREPARE A WRITTEN SUMMARY FOR THE BOARD DESCRIBING FOLLOW-UP ACTIONS FROM MONITORING VISITS, INCLUDING THE STATUS OF EFFORTS TO BRING THE PROPERTY INTO COMPLIANCE. |
| PART II, LINE 9: | PURCHASED LAND IS RECORDED AT COST AND DONATED LAND IS RECORDED AT APPRAISED FAIR MARKET VALUE. DURING THE AQUISITION PROCESS, FUNDS RECEIVED FOR PURCHASE ARE RECORDED AS REVENUE AND ACQUISITION EXPENDITURES ARE RECORDED AS EXPENSES. PRESERVATION LAND AND CONSERVATION EASEMENTS ARE TREATED AS OBLIGATIONS AND ARE RECORDED AT $1 EACH AND AS A PERMANENTLY RESTRICTED NET ASSET. |
| PART X, LINE 2: | FINANCIAL ACCOUNTING STANDARDS BOARD'S ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, PRESCRIBES A THRESHOLD FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE LAND TRUST FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND IN THE STATE OF CALIFORNIA. THE LAND TRUST'S TAX RETURNS FROM THE YEAR 2011 TO THE PRESENT REMAIN SUBJECT TO EXAMINATION BY THE IRS FOR FEDERAL TAX PURPOSES, AND THE TAX YEARS FROM 2010 TO THE PRESENT REMAIN SUBJECT TO EXAMINATION BY THE STATE OF CALIFORNIA. MANAGEMENT HAS EVALUATED ITS TAX POSITIONS FOR ALL JURISDICTIONS IN WHICH THE STATUTE OF LIMITATIONS REMAINS OPEN AND HAS DETERMINED THAT THE LAND TRUST HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THE LAND TRUST HAD NO UNRECOGNIZED TAX BENEFITS RELATED TO TAX POSITIONS TAKEN DURING THE YEARS ENDED JUNE 30, 2015 AND 2014 OR FOR PRIOR PERIODS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | DONATED SERVICES - SPECIAL EVENTS 500. PROGRAM EXPENSES -8,245. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | DONATED SERVICES - SPECIAL EVENTS 500. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | PROGRAM EXPENSES 8,245. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | OAK GROUP ART SHOW | Event1Nm |
| Gross Receipts Event1 | $18,213 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,463 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $16,750 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $709 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $9,443 | OtherDirectExpensesEvent1Amt |
| Event2 | CAMPOUT | Event2Nm |
| Gross Receipts Event2 | $4,300 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $4,300 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $1,900 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $100 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Food And Beverage Other Events | $1,827 | FoodAndBeverageOtherEventsAmt |
| Gross Receipts Total | $22,513 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,463 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $21,050 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $4,436 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $9,543 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $13,979 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $7,071 | NetIncomeSummaryAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $30,577 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,352 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | RETAIL VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | MANAGEMENT PERFORMS A DETAILED REVIEW OF THE FORM 990 PRIOR TO FORWARDING THE TAX RETURN TO THE FINANCE COMMITTEE FOR ITS REVIEW. THE BOARD OF TRUSTEES RECEIVES THE FORM 990 PRIOR TO FILING THE TAX RETURN WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ADOPTED CONFLICT OF INTEREST POLICY REQUIRES ANNUAL WRITTEN DISCLOSURE BY EVERY TRUSTEE, EMPLOYEE, AND ADVISORY COUNCIL MEMBERS WHO SERVE ON A DECISION MAKING COMMITTEE. A DISCLOSURE FORM IS SENT TO EACH PERSON AND RETURNED BY MAIL TO THE PRESIDENT OF THE BOARD OF TRUSTEES. THE PRESIDENT REVIEWS EACH DISCLOURE FORM, COMPILES A SUMMARY OF THE RESPONSES AND IS RESPONSIBLE FOR INFORMING EACH COMMITTEE CHAIR, AND THE FULL BOARD WHEN APPROPRIATE, OF ANY POTENTIAL CONFLICTS OF INTEREST. RESOLUTION OF ANY IDENTIFIED CONFLICT IS DOCUMENTED IN THE BOARD OR COMMITTEE MINUTES, WITH A FORMAL RESOLUTION OR OTHER CORRESPONDENCE AS APPROPRIATE TO THE NATURE OF THE CONFLICT. DURING THE COURSE OF THE YEAR WHEN A NEW PROJECT OR FINANCIAL MATTER IS PRESENTED TO THE BOARD OR A COMMITTEE, MEMBERS ARE ASKED AT THAT TIME WHETHER THERE IS ANY CONFLICT OF INTEREST AND APPROPRIATE ACTION IS TAKEN TO MITIGATE OR AVOID PARTICIPATION IN COMPLIANCE WITH THE POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS AND ESTABLISHES THE COMPENSATION OF THE EXECUTIVE DIRECTOR. IN ESTABLISHING COMPENSATION, COMPARATIVE DATA FROM THE NATIONAL LAND TRUST ALLIANCE COMPENSATION SURVEY AND THE SOUTHERN CALIFORNIA COMPENSATION AND BENEFITS SURVEY COMPILED BY THE CENTER FOR NONPROFIT MANAGEMENT WAS CONSIDERED BY THE EXECUTIVE COMMITTEE. THE SALARY SCHEDULE IS AVAILABLE TO EACH MEMBER OF THE BOARD OF TRUSTEES UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION HAS ADOPTED THE NATIONAL STANDARDS AND PRACTICES OF THE LAND TRUST ALLIANCE (LTA). A LINK IS PROVIDED TO THE LTA WEBSITE WHERE THE STANDARDS AND PRACTICES CAN BE FOUND. OTHER GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND OTHER ADOPTED POLICIES OF THE ORGANIZATION ARE PROVIDED TO ANY MEMBER OF THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONSULTING: PROGRAM SERVICE EXPENSES 103,763. MANAGEMENT AND GENERAL EXPENSES 21,222. FUNDRAISING EXPENSES 25,595. TOTAL EXPENSES 150,580. INTERNSHIPS: PROGRAM SERVICE EXPENSES 6,872. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 4,520. TOTAL EXPENSES 11,392. |