2016-05-16T17:27:25-05:00 2015-12-31 912011543 THOMSON & COMPANY PLLC PO BOX 28190 BELLINGHAM WA 982280190 990 2015-01-01 911785342 LUMMI ISLAND HERITAGE TRUST LUMM 3607587997 PO BOX 158 LUMMI ISLAND WA 982621158 JENNIFER DUNN TREASURER 3607587997 2016-05-11 true SUSAN L THOMSON-SINES P00097073 3607343939 2016-05-15 X 2015 2016-12-15 16:53:06Z LINDA SHEEK PO BOX 158 LUMMI ISLAND WA 98262 826654 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. 11 11 6 188 0 186796 780357 0 185902 19537 10327 19020 383025 818914 0 0 105393 108878 0 17208 58548 58277 163941 167155 219084 651759 5961554 7733737 122469 1277469 5839085 6456268 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 41727 EXTERNAL EDUCATION: OUTREACH ABOUT VOLUNTARY LAND CONSERVATIONS TOOLS INCLUDING PUBLICATION OF NEWSLETTERS DISTRIBUTED TO OVER 1,700 HOUSEHOLDS, INFORMATIONAL BROCHURES, WEBSITES, FIELD TRIPS, SLIDE SHOWS, WORKSHOPS, COMMUNITY EVENTS ON OUR PROPERTIES, AND PRIVATE MEETINGS WITH LANDOWNERS. 35490 EASEMENTS AND ACQUISITIONS: EFFORTS TO CONSERVE LAND THROUGH PURCHASE OR DONATION OF LAND AND CONSERVATION EASEMENTS. IN 2015 THE TRUST PURCHASED A 105 ACRE PROPERTY, AND LAUNCHED A CAPITAL CAMPAIGN. THE TRUST COMPLETED A CONSERVATION EASEMENT DONATION ON 125 ACRES OF PRIVATE LAND, AND CONTINUED PRELIMINARY DISCUSSIONS WITH VARIOUS LANDOWNERS WISHING TO VOLUNTARILY PROTECT THEIR PRIVATE LAND WITH CONSERVATION EASEMENTS. THE TRUST BEGAN TO RESEARCH AND NEGOTIATE TO PURCHASE AND PROTECT A 5 ACRE PARCEL ADJACENT TO ITS OTTO PRESERVE. 44046 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 2015, THE TRUST OWNED 388 ACRES OF LAND AS PRESERVES AND HELD 15 CONSERVATION EASEMENTS ON AN ADDITIONAL 284 ACRES. 15279 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. 15279 136542 true true false false false false true false false true true false false false true 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 4 0 true 6 true false false false false false false X 11 11 false false false false false false false true true false false true true true true true true true false false WA X REBECCA RETTMER 3607587997 PO BOX 158 LUMMI ISLAND WA 982621158 X SAM BOWMAN BOARD MEMBER 1.00 0.00 X 0 0 0 JENNIFER DUNN TREASURER 2.00 X X 0 0 0 LYNN DEE BOARD MEMBER 1.00 X 0 0 0 ANNIE FRANZMANN BOARD MEMBER 1.00 X 0 0 0 PETER HODGES VICE CHAIR 2.00 X 0 0 0 JONATHON HUTCHINGS BOARD MEMBER 1.00 X 0 0 0 ROBERT MACGILCHRIST BOARD MEMBER 1.00 X 0 0 0 JYL PETERSON SECRETARY 2.00 X 0 0 0 LINDA SHEEK CHAIR 2.00 X 0 0 0 LOCH TRIMINGHAM BOARD MEMBER 1.00 X 0 0 0 false false false 33377 746980 78978 780357 19537 19537 17136 2298 14838 8924 5442 3482 3482 OTHER 700 700 700 818914 23019 700 59529 47623 5358 6548 35837 28670 3225 3942 5400 4320 486 594 8112 6490 730 892 396 396 4250 2125 2125 4303 4303 9294 6987 140 2167 1556 1312 77 167 1002 735 47 220 3804 3804 4806 4806 5865 5865 INVESTMENT AND BANK FEES 12508 10975 548 985 DUES 2849 2579 260 10 TELEPHONE 2591 2073 233 285 TAXES 1820 1702 40 78 3233 1777 136 1320 167155 136542 13405 17208 18661 188360 106041 387893 3102 4491 5734793 43040 4585317 5691753 1248433 1461240 5961554 7733737 69 69 122400 227400 1050000 122469 1277469 X 666759 1044577 705418 944782 4466908 4466909 5839085 6456268 5961554 7733737 651759 -34576 X false false X 163228 256466 124809 183330 780357 1508190 163228 256466 124809 183330 780357 1508190 1508190 1583 1733 12742 19856 19537 55451 700 700 1564341 45597 0.96410 0.85400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 15 284.00 1 true 191.00 3466 105000 1807 1807 105000 5982 5982 105000 9750 9750 126140 3000 1048 25188 125350 790 1.00000 false false 5631201 5631201 103592 43040 60552 5691753 OTHER LIABILITIES 1050000 1050000 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. DINNER 13771 13771 1335 13771 13771 1335 1335 12436 X 3 78978 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.