2016-05-11T10:47:23-05:00 2015-12-31 560574444 CHERRY BEKAERT LLP 3 Bethesda Metro Ctr Ste 600 Bethesda MD 20814 990 2015-01-01 042751357 LAND TRUST ALLIANCE INC LAND 2028002235 1660 L STREET NW No 1100 WASHINGTON DC 20036 MARILYN AYRES CHIEF OP & FIN OFFICER 2028002235 2016-05-10 1 J SCOTT DENLINGER P00740770 3019513636 2015 2016-09-27 15:27:22Z Andrew J Bowman 1660 L STREET NW WASHINGTON DC 20036 19082875 0 X WWW.LANDTRUSTALLIANCE.ORG X 1982 MA TO SAVE THE PLACES PEOPLE LOVE BY STRENGTHENING LAND CONSERVATION ACROSS AMERICA. 25 25 75 0 4225 -6 11977933 13706410 1274382 1303975 144854 191027 0 0 13397169 15201412 3269234 3790381 0 0 5807476 6456378 0 0 2705690 4438754 4905309 13515464 15152068 -118295 49344 19059527 19012499 1445045 1537047 17614482 17475452 X SEE SCHEDULE O. 0 0 8277144 3742781 1290975 SEE SCHEDULE O. 2539511 37500 SEE SCHEDULE O. 761457 10100 SEE SCHEDULE O. 11578112 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 84 0 1 75 1 1 1 0 0 0 0 1 1 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AL AR AZ CA CO CT DC FL GA IL KS KY MA ME MD MI MS MN NC NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV X X MARILYN M AYRES 2028002235 1660 L STREET NW SUITE 1100 WASHINGTON DC 20036 X Aageenbrug Lise DIRECTOR-DENVER, CO 3.00 X 0 0 0 Andrews Laurie Director--Jackson, WY 3.00 X 0 0 0 Ayres Robert A Director--Austin, TX 3.00 X 0 0 0 Bell Alan M Director--Chicago, IL 3.00 X 0 0 0 Campisteguy Maria Elena Director--Portland, OR 3.00 X 0 0 0 Colloredo-Mansfeld Franz Director--Boston, MA 3.00 X 0 0 0 Dachs Lauren Director--San Francisco, CA 3.00 X 0 0 0 Dowling Michael P IMMEDIATE PAST Chair--Denver, CO 3.00 X X 0 0 0 Calvert Fitzsimons Blair Director--San Antonio, TX 3.00 X 0 0 0 French Jameson Vice-Chair--Kingston, NH 3.00 X X 0 0 0 Hagood Elizabeth Director--Charleston, SC 3.00 X 0 0 0 Hartwell David Director--Minneapolis, MN 3.00 X 0 0 0 Hausmann Peter Director--Newtown Square, PA 3.00 X 0 0 0 Huber Sherry F Director--Falmouth, ME 3.00 X 0 0 0 Johnson Laura A Chair--Concord, MA 5.00 X X 0 0 0 Kueter Lawrence Director--Denver, CO 3.00 X 0 0 0 Ladd Edward H Director--Dover, MA 3.00 X 0 0 0 Lloveras Fernando Director--San Juan, PR 3.00 X 0 0 0 Leptuck Cary Director--Birchrunville, P 3.00 X 0 0 0 Lockhart Stephen Director--Oakland, CA 3.00 X 0 0 0 McFadden Mary Director--Brookline, MA 3.00 X 0 0 0 Mulligan William Treasurer/Secretary-Chagrin, OH 3.00 X X 0 0 0 Olsen George Director--Helena, MT 3.00 X 0 0 0 Polemis Michael Director--Old Chatham, NY 3.00 X 0 0 0 Rich Frederic VICE CHAIR--Garrison, NY 3.00 X X 0 0 0 Rosenberg Steven E Director--Poughkeepsie, NY 3.00 X 0 0 0 JUDITH STOCKDALE Director--Chicago, IL 3.00 X 0 0 0 DARRELL WOOD Director--Vina, CA 3.00 X 0 0 0 RAND WENTWORTH President 45.00 X 339142 0 152883 MARILYN M AYRES COO & CFO 45.00 X 159206 0 24745 MARY POPE M HUTSON Executive Vice President 45.00 X 205177 0 93679 McGillan Mary Ellen Vice President 45.00 X 199688 0 21265 Ward Elizabeth Director of Communications 45.00 X 132148 0 33276 Shay Russell Director of Public Policy 45.00 X 129333 0 28670 Kivikko Renee Director of Education 45.00 X 120767 0 28237 Mcleod Andrew Director of Advocacy 45.00 X 120516 0 5941 1405977 0 388696 8 0 1 0 COMMUNITY IT INNOVATORS pO BOX 220278 chantilly VA 20153 IT SERVICES 170633 CAPITOL TAX PARTNERS LLP 101 CONSTITUTION AVE NW WASHINGTON DC 20001 CONSULTING/LOBBYING 150000 RUSSELL REYNOLDS ASSOCIATES CHURCH STREET STATION NEW YORK NY 10249 EXECUTIVE SEARCH 122409 O2 COLLABORATIVE INC 1401 CHURCH STREET NW WASHINGTON DC 20005 DESIGN SERVICES 122068 4 8180 372280 13325950 516100 13706410 CONFERENCE & WORKSHOPS 900004 1007121 1007121 OTHER PROGRAM REVENUE 900004 283885 279660 4225 PUBLICATIONS 900004 12969 12969 1303975 145821 145821 3926669 3881463 45206 45206 45206 15201412 1299750 4225 191027 3790381 3790381 971860 321670 287337 362853 4420243 3015273 146032 1258938 272502 185983 8856 77663 424060 289421 13782 120857 367713 250964 11951 104798 85408 65445 18349 1614 26250 26250 192950 192950 1358382 1240757 69980 47645 28800 28800 419282 287665 16687 114930 489586 396320 13384 79882 500 500 426724 307850 19385 99489 663215 452053 18686 192476 545650 373484 13172 158994 1481 1006 71 404 94999 64581 4525 25893 25414 4806 20608 PRINTING & PUBLICATIONS 343625 292941 5310 45374 PROFESSIONAL DEVELOPMEN 163694 15262 137251 11181 BOARD MEETING EXPENSES 39349 36650 2699 15152068 11578112 868266 2705690 2482974 2863596 6240699 4669901 5656768 6881093 68026 128603 52441 39583 384200 306430 1297611 1162178 183264 135433 3982544 3980699 8611 7161 19059527 19012499 447125 527350 398044 509888 599876 499809 1445045 1537047 X 2548156 2211654 11952535 12149067 3113791 3114731 17614482 17475452 19059527 19012499 49344 -194295 5921 0 X 0 1 X 1 0 X 11787057 17470117 9236564 11977933 13706410 64178081 11787057 17470117 9236564 11977933 13706410 64178081 11545428 52632653 94942 122531 132596 142994 145821 638884 64816965 0.81200 0.85400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 28800 363886 392686 14759382 15152068 907603 226901 0 0 700602 751028 825773 907603 3185006 4777509 287127 305571 435177 392686 1420561 175151 187757 206443 226901 796252 1194378 2500 10000 28800 41300 4164443 940 -43532 155000 3000 3963851 3995096 16886 265961 110500 3000 4164443 3577843 1307 507446 88500 3000 3995096 3341289 4025 310529 75000 3000 3577843 1817590 1564357 12342 50000 3000 3341289 0.78580 0.21420 0 0 410919 356094 54825 886692 806084 80608 135433 DEFERRED COMPENSATION 355102 deFERRED RENT 117125 CAPITAL LEASE OBLIGATION 9501 CONDITIONAL CONTRIBUTION 18081 499809 X 15557567 -194295 5921 820029 631655 14925912 275500 275500 15201412 15659067 782499 782499 14876568 275500 275500 15152068 Part V, Line 4: The Berkley Endowment is to be used for accreditation of land trusts to build and recognize strong land trusts, foster public confidence in land conservation and help ensure the long-term protection of conserved land. The Kingsbury Browne Award Endowment is to be used for the Alliance expenses of this conservation leadership award given annually in memory of Kingsbury Browne. Part X, Line 2: THE ORGANIZATION ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. THE ORGANIZATION HAS IDENTIFIED ITS TAX STATUS AS A TAX-EXEMPT ENTITY AS ITS ONLY SIGNIFICANT TAX POSITION; HOWEVER, THE ORGANIZATION HAS DETERMINED THAT SUCH TAX POSITION DOES NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE ORGANIZATION IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. THE ORGANIZATIONS FEDERAL AND STATE TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. PART XI, LINE 2D, OTHER: REPRESENTS REVENUE FROM THE LAND TRUST ACCREDITATION COMMISSION WHICH ARE PART OF THE CONSOLIATED AUDITED FINANCIAL STATEMENTS. PART XI, LINE 4B, OTHER: INTER-ORGANIZATIONAL TRANSFERS PART XII, LINE 2D, OTHER: REPRESENTS EXPENSES FROM THE LAND TRUST ACCREDITATION COMMISSION WHICH ARE PART OF THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS. PART XII, LINE 4B, OTHER: INTER-ORGANIZATIONAL TRANSFERS X X X X X X 0 SOCIAL CAPITAL INC 980 N MICHIGAN AVE CHICAGO IL 60611 FUNDRAISING CONSULTING 0 0 10750 -10750 NEW ENGLAND GRANT WORKS 17 PINE ISLAND ROAD MATTAPOISETT MA 02739 GRANT WRITING 0 0 5910 -5910 PAMELA NICHOLLS 620 RUSHMORE DRIVE GRAND JUNCTION CO 81503 EVENT MANAGEMENT 0 0 11298 -11298 27958 -27958 AK AL AR AZ CA CO CT DC FL GA IL KS KY MA ME MD MI MS MN NC NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV 1 AGRICULTURAL STEWARDSHIP ASSOCIATION 2531 STATE ROUTE 40 GREENWICH NY 128341210 223084628 501(c)(3) 36777 CAPACITY BUILDING AMERICAN FARMLAND TRUST 112 SPRING STREET SARATOGA SPRINGS NY 12866 521190211 501(c)(3) 35000 CAPACITY BUILDING ARIZONA LAND AND WATER TRUST 3127 N CHERRY AVENUE TUCSON AZ 85719 866148507 501(c)(3) 12000 CAPACITY BUILDING BATTENKILL CONSERVANCY PO BOX 327 CAMBRIDGE NY 12816 141774022 501(c)(3) 45500 CAPACITY BUILDING BEDFORD AUDUBON SOCIETY 35 TODD ROAD KATONAH NY 10536 136220779 501(c)(3) 15700 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WASHINGTON ASSOCIATION OF LAND TRUSTS PO BOX 218 GREENBANK WA 98253 263186170 501(c)(3) 13500 CAPACITY BUILDING WEANTIONOGE HERITAGE LAND TRUST 5 MAPLE STREET KENT CT 06757 066082034 501(c)(3) 10000 CAPACITY BUILDING WESTCHESTER LAND TRUST 403 HARRIS ROAD BEDFORD HILLS NY 105071802 133507910 501(c)(3) 31000 CAPACITY BUILDING WESTERN NEW YORK LAND CONSERVANCY PO BOX 471 EAST AURORA NY 140520471 223160426 501(c)(3) 61694 CAPACITY BUILDING WILD RIVERS LAND TRUST PO BOX 1158 PORT ORFORD OR 97465 931289894 501(c)(3) 57544 CAPACITY BUILDING WINNAKEE LAND TRUST PO BOX 610 RHINEBACK NY 12572 141722963 501(c)(3) 30000 CAPACITY BUILDING WOODSTOCK LAND CONSERVANCY PO BOX 864 WOODSTOCK NY 12498 222950482 501(c)(3) 35000 CAPACITY BUILDING YALE SCHOOL OF FORESTRY & ENVIRONMENTAL STUDIES 205 PROSPECT STREET NEW HAVEN CT 06511 060646973 501(c)(3) 15000 YALE/BERKLEY WORKSHOP 126 Part I, Line 2: The Alliance monitors the use of regrant funds through rigorous review of project budgets; interim and final grant reports; ongoing project tracking; and site visits with grantees where appropriate. Grantees that are unable to complete projects or to use funds as proposed are typically required to return unused funds to the Alliance. X X X X X 0 1 0 0 0 0 0 0 0 RAND WENTWORTH President 336436 0 0 0 2706 0 125299 0 27584 0 492025 0 91292 0 MARILYN M AYRES COO & CFO 159068 0 0 0 138 0 12980 0 11765 0 183951 0 0 0 MARY POPE M HUTSON Executive Vice President 205050 0 0 0 127 0 84015 0 9664 0 298856 0 35000 0 McGillan Mary Ellen Vice President 199430 0 0 0 258 0 10879 0 10386 0 220953 0 0 0 Ward Elizabeth Director of Communications 132010 0 0 0 138 0 9059 0 24217 0 165424 0 0 0 Shay Russell Director of Public Policy 128937 0 0 0 396 0 10853 0 17817 0 158003 0 0 0 Part I, Line 4b RAND WENTWORTH - $91,500 MARY POPE M. HUTSON - $16,500 X 19 516100 AVG HI/LO ON RECEIPT 0 1 0 FORM 990, PART III, LINE 1: THE LAND TRUST ALLIANCE UNITES AND CHAMPIONS ORGANIZATIONS IN LOCAL COMMUNITIES WORKING TO SAVE NATURAL AREAS. BECAUSE OF OUR INNOVATIVE WORK MORE LANDOWNERS CHOOSE TO PROTECT THEIR LAND, CONSERVATION LEADERS ARE MORE EFFECTIVE AT SAVING LAND, STRONG NONPROFITS AND LEGAL SYSTEMS ARE MAINTAINED TO PROTECT LAND IN PERPETUITY, AND THE PUBLIC COMMITMENT TO CONSERVATION IS DEEPENED. FORM 990, PART III, LINE 4A: EDUCATION AND CAPACITY BUILDING: In 2015, the Alliance provided training and peer networking opportunities to over 3,100 individuals through Rally 2015: National Land Trust Conservation Conference, in-person regional trainings, webinars, an online Learning Center and "Ask-the-Expert" conference calls. The Alliance furthered its commitment to investing deeply in the capacity and growth of land trusts, providing $3.5 million in grants through its Excellence and Leadership, Accreditation Preparation and regional programs. Utilizing 4 circuit riders, specialists who provide regional assistance and support, we are serving 36 land trusts in Connecticut, Rhode Island, New York, Western Pennsylvania and the Potomac Watershed, building the strength and sustainability of these small and all-volunteer land trusts. Part I of our Leadership Program is a five-day intensive training for 28 executive directors. The content is organized around four themes: meeting your mission, leadership and organizational effectiveness, financial management and oversight, and fundraising. The training is followed by a post-training grant to advance a priority they identified during the training. Prior year graduates of Part I are invited to Part II which is a two-and-a-half-day training retreat for the executive director and a board leader. In 2015, we had 44 participants representing 22 land trusts for a session organized around four themes: connecting with community, organizational sustainability, managing change, and fundraising. Part II land trusts also receive a post-training grant to help implement an improvement project jointly identified by the executive directors and their board counterparts. Through our Excellence Program the Alliance invested $941,320 in 63 high potential land trusts to help them take the next critical steps in their growth and development. In the first two years of the program, the Alliance has now invested a total of $1,835,714 in these land trusts. The direct grants are designed to help land trusts take the next critical steps in their growth and development, as identified in their improvement work plans, consultations, and leadership trainings. These grants help land trusts improve their strategic conservation plans, obtain training and other forms of coaching for organizational governance, and invest in community engagement projects. FORM 990, PART III, LINE 4B: POLICY AND OUTREACH: IN 2015, THE LAND TRUST ALLIANCE SECURED A PERMANENT ENHANCED FEDERAL TAX INCENTIVE FOR DONATIONS OF CONSERVATION EASEMENTS --ONE OF THE MOST EFFECTIVE WAYS TO INCREASE THE PACE OF LAND CONSERVATION--THROUGH ENACTMENT OF A NEW LAW SIGNED BY THE PRESIDENT LAST DECEMBER. ACCORDING TO THE JOINT COMMITTEE ON TAXATION, THIS COULD RESULT IN $300 MILLION WORTH OF NEW CONSERVATION EACH YEAR WITH SIGNIFICANT POTENTIAL FOR MORE. THIS SUCCESS WAS MADE POSSIBLE BY THE ALLIANCE'S WORK TO ENGAGE LAND TRUSTS IN POLICY ADVOCACY, ENLIST SUPPORT FROM AMERICA'S TOP CHARITY ORGANIZATIONS, RECRUIT ALLIES IN CONGRESS AND UTILIZE EVERY ALLIANCE STAFF MEMBER IN THE ADVOCACY EFFORT. IN 2015, WE EXPANDED MEMBERSHIP IN OUR AMBASSADOR PROGRAM, AN INITIATIVE LAUNCHED BY THE ALLIANCE IN 2014 TO ENCOURAGE LAND TRUST LEADERS TO PROACTIVELY CULTIVATE RELATIONSHIPS WITH THEIR ELECTED OFFICIALS. WE TRAINED 445 INDIVIDUALS IN POLICY AND ADVOCACY WORK THROUGH OUR ONLINE WEBINARS AND BROUGHT NEARLY 100 LAND TRUST LEADERS FROM 38 STATES TO WASHINGTON, DC, FOR OUR FOURTH ANNUAL ADVOCACY DAY IN APRIL 2015. THIS ADVOCACY DAY WAS OUR LARGEST YET, AND AFTER RECEIVING TRAINING, PARTICIPANTS HELD MORE THAN 200 MEETINGS ON CAPITOL HILL TO PROMOTE THE TAX INCENTIVE AS WELL AS FEDERAL CONSERVATION PROGRAM FUNDING. ORGANIZING OUR MEMBER LAND TRUSTS TO ADVOCATE FOR THE LAND AND WATER CONSERVATION FUND (LWCF) HELPED ACHIEVE A THREE-YEAR AUTHORIZATION FOR THE EXPIRED LWCF, AND THE APPROPRIATION OF $450 MILLION FOR IT. WE ALSO HELPED LAND TRUSTS ENGAGE IN SEVERAL LOCAL BALLOT MEASURES IN PARTNERSHIP WITH THE TRUST FOR PUBLIC LAND, HELPING TO GENERATE $24 MILLION FOR CONSERVATION IN THE 2015 ELECTION CYCLE. IN ADDITION, WE SPENT SIGNIFICANT EFFORT IN ORGANIZING LAND TRUST'S PARTICIPATION IN A DEPARTMENT OF AGRICULTURE RULEMAKING FOR ITS NEW AGRICULTURAL LAND EASEMENTS PROGRAM, WHICH PROVIDES $70 MILLION A YEAR FOR EASEMENTS ON WORKING FARMS AND RANCHES, AND HELPED LAND TRUSTS BEGIN TO PARTICIPATE IN THE $250 MILLION A YEAR REGIONAL CONSERVATION PARTNERSHIP PROGRAM. OUR POLICY SUCCESS WAS BOLSTERED BY ENHANCED COMMUNICATIONS INTEGRATION WITH THE POLICY TEAM. THAT INTEGRATION WAS PART OF A BROADER STRATEGIC COMMUNICATIONS INITIATIVE THAT INCLUDED LAUNCHING AN UPGRADED AND AUDIENCE-CENTRIC WEBSITE AND A NEW BLOG "THE DIRT; INVESTING IN THE COMMUNICATIONS CAPACITY OF LAND TRUSTS AND EXPANDING OUR SOCIAL MEDIA PRESENCE. WE HAVE ALSO INVESTED IN PHOTOGRAPHY AND VIDEO TO MOTIVATE POLICY ADVOCATES AND CREATE EVOCATIVE CONNECTIONS TO THE LAND AND OUR WORK. WE HAVE MADE PROGRESS IN BUILDING THE COMMUNICATIONS CAPACITY OF LAND TRUSTS THROUGH THE EXPANSION OF A COMMUNICATORS' NETWORK THAT INCLUDES A LIVELY ONLINE FORUM, TRAINING WEBINARS, A STRATEGIC COMMUNICATIONS TRACK AT RALLY, TRAINING AT REGIONAL CONFERENCES AND MEDIA KITS AND MEDIA SUPPORT, INCLUDING CRAFTING CUSTOMIZED MEDIA TARGET LISTS FOR LAND TRUSTS. FORM 990, PART III, LINE 4C: CONSERVATION PERMANENCE: The Conservation Defense Initiative provides legal information, education, and exchange of news and information on legal defense issues. These efforts educate land trust staff to prepare for the broader spectrum of risk management and includes an online Conservation Defense Clearinghouse which includes case law summaries, judicial opinions, IRS letter rulings, and collections of materials on legal topics. It fosters the professional development of conservation attorneys by providing risk management webinars, in-person trainings, monthly updates, and four forums for our conservation defense network of experienced senior practitioners and attorneys to discuss cutting-edge issues. The Alliance has also worked to help young attorneysand those new to conservation workby offering quarterly webinars, access to legal materials, and a reception at Rally. We have developed a growing network for new attorneys, providing quarterly webinars on conservation law. Finally, the Alliance has utilized its Conservation Defense Fund to help influence positive decisions and set positive legal precedents including two case involving property tax exemptions that successfully upheld the public benefit of conserved lands. For the 2015 policy year, all of the members of Terrafirma Risk Retention Group LLC, a charitable risk pool launched by the Alliance and owned by its member land trusts, renewed their participation in the program. Terrafirma now insures 7.26 million acres held by 476 land trusts in 46 states and the District of Columbia. The Alliance estimates that 90% of land conserved under easement by land trusts is insured by Terrafirma or held by organizations capable of self-insuring. Legal defense is necessary but not sufficient to ensure the permanence of conservation. The Alliance believes that land trusts will need broad and deep public support in order for their conservation work to stand the tests of time. To encourage this, the Alliance is highlighting and championing the work of innovative land trusts that have adopted a community conservation focus to the work they do. Community Conservation is an approach that uses the mission of land conservation to respond to broader public needs. It involves listening to the concerns and hopes of many community voices, building new partnerships, and bringing more people into the decision-making process. The result is work that reflects community priorities and connects more people to the land, to each other and to the mission of the land trust. In practicing community conservation, land trusts will become stronger and better able to stay relevant in changing times. The Alliance is uniquely suited to integrate the concepts of community conservation into our training, leadership, communications, policy and permanence work. In 2015, the Alliance sponsored new and different plenary speakers at land trust state conferences and led a process to develop "Assessing, Planning and Measuring Community Conservation Impact: A Tool for Land Trusts". This tool allows land trusts to plan and measure their work utilizing nine community attributes. Form 990, Part VI, Section B, line 11 THE DRAFT 990 IS EMAILED TO ALL DIRECTORS WITH INSTRUCTIONS TO DIRECT ALL QUESTIONS, COMMENTS OR REVISIONS TO THE AUDIT COMMITTEE OR CHIEF OPERATING AND FINANCIAL OFFICER. THE AUDIT COMMITTEE REVIEWS THE RETURN WITH REPRESENTATIVES OF THE FIRM PREPARING THE RETURN AND AFTER IT COMPLETES ITS REVIEW AND ADDRESSES ANY QUESTIONS OR COMMENTS FROM OTHER BOARD MEMBERS, DIRECTS THE CHIEF OPERATING AND FINANCIAL OFFICER TO SIGN AND FILE THE RETURNS. Form 990, Part VI, Section B, line 12c In the event of a potential conflict involving Board members, it is the obligation of the Board member to bring the matter to the attention of the Chairman of the Board who will refer the matter to the Audit Committee of the Board to review, make recommendations and disclose actions taken at the next Board meeting. Staff with potential conflicts will disclose them in writing to the President who will review them, take appropriate actions and report substantive conflict issues to the Audit Committee of the Board on a regular basis. The facts and circumstances surrounding the potential conflict, justification for proceeding with the potential conflict and the recommended course of action to be taken to mitigate the Alliance's participation in the conflict will be documented. At a minimum the mitigation actions should include asking the individual involved in the potential conflict to recuse and absent himself or herself from any involvement in discussions or decisions pertaining to the potential conflict. Form 990, Part VI, Section B, line 15 In 2012, the board established a compensation committee which contracted for an independent review of the compensation of the President, Executive Vice President, and Chief Operating & Financial Officer. This review included a review of comparability data. A copy of the consultant's written report was provided to all board members. Form 990, Part VI, Section C, line 19 Form 990 and financial statements are available on the Alliance website www.landtrustalliance.org. The conflict of interest policy and governing documents are made available upon request. FORM 990, PART VII, SECTION A PRESIDENTS COMPENSATION: THE ORGANIZATION HAS A 457(F) DEFERRED COMPENSATION PLAN AGREEMENT THAT CALLS FOR $375,000 IN TOTAL CONTRIBUTIONS BY JANUARY 1, 2017, WITH A VESTING SCHEDULE COMMENCING ON JANUARY 1, 2014. TOTAL DEFERRED COMPENSATION EXPENSE FOR THE YEARS ENDED DECEMBER 31, 2015 AND 2014 WAS $91,292 AND $90,714, RESPECTIVELY. 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