TRUCKEE DONNER LAND TRUST: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
TRUCKEE DONNER LAND TRUST (EIN 68-0245327)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-06-29
IRS object ID
201511809349300241
Schema version
2014v5.0
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

FieldValueIRS element (for citing)
Return2015-06-29T14:25:29-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN680037990PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GILBERT ASSOCIATES INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12880 GATEWAY OAKS DR STE 100AddressLine1Txt
CitySACRAMENTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95833ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN680245327EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TRUCKEE DONNER LAND TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTRUCBusinessNameControlTxt
Phone5305824711PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 8816AddressLine1Txt
CityTRUCKEECityNm
State AbbreviationCAStateAbbreviationCd
ZIP96162ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPERRY NORRISPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone5305824711PhoneNum
Signature2015-06-22SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLINDA D GEERYPreparerPersonNm
PTINP00364484PTIN
Phone9166466464PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerPERRY NORRISPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 8816AddressLine1Txt
CityTRUCKEECityNm
State AbbreviationCAStateAbbreviationCd
ZIP96162ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$6,667,483GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.TDLANDTRUST.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1990FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTO PRESERVE AND PROTECT SCENIC, HISTORIC AND RECREATIONAL LANDS WITH HIGH NATURAL RESOURCE VALUES IN THE GREATER TRUCKEE DONNER REGION AND MANAGE RECREATIONAL ACTIVITIES ON THESE LANDS IN A SUSTAINABLE MANNER.ActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee12TotalEmployeeCnt
Total Volunteers250TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$8,469,591PYContributionsGrantsAmt
CY Contributions Grants$5,753,791CYContributionsGrantsAmt
PY Program Service Revenue$426,517PYProgramServiceRevenueAmt
CY Program Service Revenue$436,454CYProgramServiceRevenueAmt
PY Investment Income$133,281PYInvestmentIncomeAmt
CY Investment Income$87,711CYInvestmentIncomeAmt
PY Other Revenue$74,454PYOtherRevenueAmt
CY Other Revenue$114,856CYOtherRevenueAmt
PY Total Revenue$9,103,843PYTotalRevenueAmt
CY Total Revenue$6,392,812CYTotalRevenueAmt
PY Grants And Similar Paid$406,221PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$205,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$420,042PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$568,907CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$82,623CYTotalFundraisingExpenseAmt
PY Other Expenses$1,090,478PYOtherExpensesAmt
CY Other Expenses$3,869,204CYOtherExpensesAmt
PY Total Expenses$1,916,741PYTotalExpensesAmt
CY Total Expenses$4,643,111CYTotalExpensesAmt
PY Revenues Less Expenses$7,187,102PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,749,701CYRevenuesLessExpensesAmt
Total Assets BOY$38,683,708TotalAssetsBOYAmt
Total Assets EOY$40,149,212TotalAssetsEOYAmt
Total Liabilities BOY$500,739TotalLiabilitiesBOYAmt
Total Liabilities EOY$216,772TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$38,182,969NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$39,932,440NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO PRESERVE AND PROTECT SCENIC, HISTORIC AND RECREATIONAL LANDS WITH HIGH NATURAL RESOURCE VALUES IN THE GREATER TRUCKEE DONNER REGION AND MANAGE RECREATIONAL ACTIVITIES ON THESE LANDS IN A SUSTAINABLE MANNER.MissionDesc
Significant New Program SrvcYes (1)SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$988,070ExpenseAmt
Grant$205,000GrantAmt
Revenue$268,593RevenueAmt
DescSTEWARDSHIP: THE ORGANIZATION CONTINUES TO MONITOR AND PROTECT ITS LANDS AND EASEMENTS, WHICH ENCOMPASS OVER 20,000 ACRES. THE ORGANIZATION PROVIDED RECREATIONAL OPPORTUNITIES TO THE PUBLIC WITH TRAILS AND IMPROVEMENTS SUCH AS PICNIC TABLES, KIOSKS, SIGNAGE, AND PARKING LOTS ON PROPERTIES. WE CONTINUE TO WORK CLOSELY WITH CALIFORNIA STATE PARKS, THE UNITED STATES FOREST SERVICE, AND THE TAHOE DONNER ASSOCIATION TO PLAN FOR THE NEXT PHASES OF THE DONNER LAKE RIM TRAIL. THE LAND TRUST STARTED THE PERMITTING PROCESS FOR THE ROYAL GORGE RIM TRAIL AND CONTINUED WORK ON THE ELIZABETHTOWN MEADOWS TRAIL IN MARTIS VALLEY.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$3,218,077ExpenseAmt
Revenue$311,607RevenueAmt
DescNEGOTIATIONS AND ACQUISITION OF LAND AND EASEMENTS, INCLUDING RESEARCH AND GENERAL CONTRACTS OF ACQUISITION. NOTEWORTHY PROJECTS INCLUDE: WE OBTAINED CONSERVATION EASEMENTS FOR ROUGHLY 232 ACRES.WE OBTAINED A DONATION OF LAND OF 220 ACRES.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$102,987ExpenseAmt
DescTHE ORGANIZATION CONTINUES ITS EFFORTS OF PUBLIC EDUCATION AND OUTREACH WITH ITS MEMBER PROGRAM, ANNUAL NEWSLETTER, MONTHLY E-NEWSLETTERS, SOCIAL MEDIA, A RE-VAMPED WEBSITE, SPEAKING ENGAGEMENTS, SOME ADVERTISING, AND NETWORKING EVENTS.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$4,309,134TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation EasementsYes (1)ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art ContributionYes (1)DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document23IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee12EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Form1098 C Filed0Form1098CFiledInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PERRY NORRISBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5305824711PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110069 WEST RIVER STREETAddressLine1Txt
CityTRUCKEECityNm
State AbbreviationCAStateAbbreviationCd
ZIP96162ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
ANNE CHADWICK
PRESIDENT5.00Yes (X)Yes (X)$0$0$0
JEFF BROWN
VICE PRESIDENT1.00Yes (X)Yes (X)$0$0$0
TED OWENS
SECRETARY1.00Yes (X)Yes (X)$0$0$0
GEOFF GRIFFIN
TREASURER3.00Yes (X)Yes (X)$0$0$0
BILL THAUVETTE
DIRECTOR1.00Yes (X)$0$0$0
J THOMAS VAN BERKEM
DIRECTOR1.00Yes (X)$0$0$0
GINA BIONDI
DIRECTOR1.00Yes (X)$0$0$0
DAVID BROWN
DIRECTOR1.00Yes (X)$0$0$0
JIM HOELTER
DIRECTOR1.00Yes (X)$0$0$0
PERRY NORRIS
EXECUTIVE DIRECTOR40.00Yes (X)$122,776$0$27,086
FieldValueIRS element (for citing)
Total Reportable Comp From Org$122,776TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$27,086TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CROSSCHECK SERVICES LLCBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 3713AddressLine1Txt
CityOLYMPIC VALLEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP96146ZIPCd
FieldValueIRS element (for citing)
ServicesFORESTRY FUEL REDUCTIONServicesDesc
Compensation$218,600CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$5,753,791AllOtherContributionsAmt
Noncash Contributions$4,122,455NoncashContributionsAmt
Total Contributions$5,753,791TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescCONSERVATION FEESDesc
Business900099BusinessCd
Total Revenue Column$436,454TotalRevenueColumnAmt
Related Or Exempt Func Income$436,454RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$436,454TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,821TotalRevenueColumnAmt
Exclusion$11,821ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$60,076RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$60,076RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$60,076TotalRevenueColumnAmt
Related Or Exempt Func Income$13,076RelatedOrExemptFuncIncomeAmt
Exclusion$47,000ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Other$350,561OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$274,671OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other$75,890OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$75,890TotalRevenueColumnAmt
Related Or Exempt Func Income$75,890RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
OTHER REVENUE900099$52,764$52,764
JOINT PROJECTS900099$2,016$2,016
FieldValueIRS element (for citing)
Other Revenue Total$54,780OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,392,812TotalRevenueColumnAmt
Related Or Exempt Func Income$580,200RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$58,821ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$205,000TotalAmt
Program Services$205,000ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$149,862TotalAmt
Program Services$93,701ProgramServicesAmt
Management And General$41,003ManagementAndGeneralAmt
Fundraising$15,158FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$339,584TotalAmt
Program Services$213,603ProgramServicesAmt
Management And General$92,408ManagementAndGeneralAmt
Fundraising$33,573FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$5,711TotalAmt
Program Services$3,978ProgramServicesAmt
Management And General$1,005ManagementAndGeneralAmt
Fundraising$728FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$37,996TotalAmt
Program Services$22,582ProgramServicesAmt
Management And General$11,274ManagementAndGeneralAmt
Fundraising$4,140FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$35,754TotalAmt
Program Services$22,669ProgramServicesAmt
Management And General$9,602ManagementAndGeneralAmt
Fundraising$3,483FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$7,821TotalAmt
Program Services$6,710ProgramServicesAmt
Management And General$1,111ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$42,302TotalAmt
Management And General$42,302ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$419,869TotalAmt
Program Services$402,412ProgramServicesAmt
Management And General$14,667ManagementAndGeneralAmt
Fundraising$2,790FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$6,661TotalAmt
Program Services$6,428ProgramServicesAmt
Management And General$68ManagementAndGeneralAmt
Fundraising$165FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$67,666TotalAmt
Program Services$39,805ProgramServicesAmt
Management And General$13,449ManagementAndGeneralAmt
Fundraising$14,412FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$11,156TotalAmt
Program Services$5,891ProgramServicesAmt
Management And General$2,660ManagementAndGeneralAmt
Fundraising$2,605FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$23,216TotalAmt
Program Services$14,549ProgramServicesAmt
Management And General$6,337ManagementAndGeneralAmt
Fundraising$2,330FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$7,340TotalAmt
Program Services$3,470ProgramServicesAmt
Management And General$3,574ManagementAndGeneralAmt
Fundraising$296FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$6,146TotalAmt
Program Services$2,825ProgramServicesAmt
Management And General$3,219ManagementAndGeneralAmt
Fundraising$102FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$6,221TotalAmt
Program Services$6,146ProgramServicesAmt
Management And General$75ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$8,494TotalAmt
Program Services$5,323ProgramServicesAmt
Management And General$2,318ManagementAndGeneralAmt
Fundraising$853FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$25,517TotalAmt
Program Services$20,335ProgramServicesAmt
Management And General$3,844ManagementAndGeneralAmt
Fundraising$1,338FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
DONATION OF LANDS TO TH$3,033,910$3,033,910
CAPITAL IMPROVEMENTS$158,555$158,395$117$43
TAXES AND LICENSES$29,271$28,973$298
SIGNAGE & AMENITIES$7,695$7,150$545

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$7,364TotalAmt
Program Services$5,279ProgramServicesAmt
Management And General$2,023ManagementAndGeneralAmt
Fundraising$62FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,643,111TotalAmt
Program Services$4,309,134ProgramServicesAmt
Management And General$251,354ManagementAndGeneralAmt
Fundraising$82,623FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$80,106BOYAmt
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$3,539,157BOYAmt
EOY$4,622,703EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$409,725BOYAmt
EOY$121,504EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$84,962BOYAmt
EOY$727EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$23,231BOYAmt
EOY$32,679EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$47,714LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$23,108LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$15,625BOYAmt
EOY$24,606EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$34,530,902BOYAmt
EOY$35,346,993EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$38,683,708BOYAmt
EOY$40,149,212EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$116,781BOYAmt
EOY$13,167EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$42,189BOYAmt
EOY$12,000EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$283,000BOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$58,769BOYAmt
EOY$191,605EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$500,739BOYAmt
EOY$216,772EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$36,029,104BOYAmt
EOY$37,736,238EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,097,640BOYAmt
EOY$2,139,977EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$56,225BOYAmt
EOY$56,225EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$38,182,969BOYAmt
EOY$39,932,440EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$38,683,708BOYAmt
EOY$40,149,212EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,749,701ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$230NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$13,523,528CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$21,524,253CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$18,399,198CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,469,591CurrentTaxYearMinus1YearAmt
Current Tax Year$5,753,791CurrentTaxYearAmt
Total$67,670,361TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$13,523,528CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$21,524,253CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$18,399,198CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,469,591CurrentTaxYearMinus1YearAmt
Current Tax Year$5,753,791CurrentTaxYearAmt
Total$67,670,361TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,677,355SubstantialContributorsTotAmt
Public Support Total170$65,993,006PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,535CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,579CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,962CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$60,920CurrentTaxYearMinus1YearAmt
Current Tax Year$71,897CurrentTaxYearAmt
Total$155,893TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,428CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus2 Years$65CurrentTaxYearMinus2YearsAmt
Total$1,493TotalAmt
FieldValueIRS element (for citing)
Total Support$67,827,747TotalSupportAmt
Public Support CY1700.97290PublicSupportCY170Pct
Public Support PY1700.99850PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Preservation Public UseYes (X)PreservationPublicUseInd
Protection Natural HabitatYes (X)ProtectionNaturalHabitatInd
Preservation Open SpaceYes (X)PreservationOpenSpaceInd
Historic Land AreaYes (X)HistoricLandAreaInd
Total Easements27TotalEasementsCnt
Total Acreage9598.00TotalAcreageCnt
States Easements Held1StatesEasementsHeldCnt
Written Policy MonitoringYes (1)WrittenPolicyMonitoringInd
Staff Hours Spent Enforcement31.00StaffHoursSpentEnforcementCnt
Expenses Incurred Enforcement$960ExpensesIncurredEnforcementAmt

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$56,225BeginningYearBalanceAmt
Contributions$250,000ContributionsAmt
End Year Balance$306,225EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$18,750BeginningYearBalanceAmt
Contributions$37,475ContributionsAmt
End Year Balance$56,225EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$18,750BeginningYearBalanceAmt
End Year Balance$18,750EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$18,750BeginningYearBalanceAmt
End Year Balance$18,750EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$18,750BeginningYearBalanceAmt
End Year Balance$18,750EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.82000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.18000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$47,714OtherCostOrOtherBasisAmt
Depreciation$23,108DepreciationAmt
Book Value$24,606BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$24,606TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
LAND HOLDINGS$35,311,791
OTHER INTERESTS IN LAND$35,202
FieldValueIRS element (for citing)
Total Book Value Other Assets$35,346,993TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
ACCRUED PAYROLL LIABILITIES$89,132
FUNDS HELD FOR OTHERS$280
CASH OVERDRAFT$102,193
FieldValueIRS element (for citing)
Total Liability$191,605TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$6,524,966TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$230NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$132,384DonatedServicesAndUseFcltsAmt
Revenue Not Reported$132,154RevenueNotReportedAmt
Revenue Subtotal$6,392,812RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$6,392,812TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$4,775,495TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$132,384DonatedServicesUseFcltsAmt
Expenses Not Reported$132,384ExpensesNotReportedAmt
Expenses Subtotal$4,643,111ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$4,643,111TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART II, LINE 5:THE LAND TRUST POLICY IS TO CULTIVATE A PROACTIVE AND POSITIVE RELATIONSHIP WITH LANDOWNERS TO AVOID EASEMENT VIOLATIONS. THIS IS DONE THROUGH INITIAL EDUCATION AND ANNUAL MONITORING AND REGULAR COMMUNICATION. DOCUMENTATION OF BASELINES, ANNUAL MONITORING, VIOLATIONS, COMMUNICATIONS, AND CORRECTIVE ACTIONS ARE ALL ESSENTIAL AND REQUIRED IN THE POLICY. IN THE EVENT OF A VIOLATION, COOPERATIVE RESOLUTION AND CORRECTION WITH THE LANDOWNER IS SOUGHT. IF THIS IS NOT POSSIBLE, MEDIATION AND/OR LITIGTAION IS UTILIZED TO THE EXTENT NECESSARY.
PART II, LINE 9:CONSERVATION EASEMENTS ARE VALUED AT APPRAISED VALUE OR COST AT TIME OF ACQUISITION, DEPENDING UPON WHETHER THE EASEMENT IS PURCHASED OR DONATED. WHEN DONATED, DONATION REVENUE IS EQUAL TO THE VALUE OF THE EASEMENT IS RECOGNIZED. CONSERVATION EASEMENTS ARE EXPENSED AS LANDS DONATED TO THE PUBLIC IN THE YEAR ACQUIRED AND ARE NOT CAPITALIZED ON THE BALANCE SHEET.
PART V, LINE 4:THE ENDOWMENTS ARE FOR STEWARDSHIP EXPENSES.
PART X, LINE 2:THE LAND TRUST HAD APPLIED THE ACCOUNTING PRINCIPLES RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT THERE IS NO MATERIAL IMPACT ON THE FINANCIAL STATEMENTS.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1THE TRUST FOR PUBLIC LANDBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 MONTGOMERY STREET SUITE 900AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94104ZIPCd
FieldValueIRS element (for citing)
Recipient EIN237222333RecipientEIN
IRC Section501C(3)IRCSectionDesc
Cash Grant$200,000CashGrantAmt
Purpose Of GrantASSIST WITH DEBT REDUCTION ON LAND PURCHASEPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTDLT ONLY PROVIDED ONE GRANT OVER $5,000. THE EXECUTIVE DIRECTOR WORKS VERY CLOSELY WITH THE GRANTEE TO ENSURE PROPER USE OF THE GRANT FUNDS.ExplanationTxt

Schedule M IRS990ScheduleM

Cars And Other Vehicles CarsAndOtherVehiclesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$16,380NoncashContributionsRptF990Amt
Method Of Determining RevenuesCOMPARABLE SALEMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution10ContributionCnt
Noncash Contributions Rpt F990$12,171NoncashContributionsRptF990Amt
Method Of Determining RevenuesPUBLISHED RATEMethodOfDeterminingRevenuesTxt

Qualified Contrib Other QualifiedContribOtherGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$4,093,904NoncashContributionsRptF990Amt
Method Of Determining RevenuesCOMPARABLE SALEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 2THE PROGRAMS OF THE TRUCKEE DONNER LAND TRUST HAVE INCREASED TO INCLUDE THE MANAGEMENT AND OPERATIONS OF PUBLIC RECREATIONAL FACILITIES IN AN ENVIRONMENTALLY SUSTAINABLE MANNER.
FORM 990, PART VI, SECTION B, LINE 11THE 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND FINANCE COMMITTEE. AFTER THIS REVIEW AND COMMENTS, THE FINAL VERSION IS DISTRIBUTED TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL BEFORE FILING WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CEACH YEAR THE BOARD OF DIRECTORS ARE REQUIRED TO REVIEW THE CONFLICT OF INTEREST POLICY AND DISCLOSE ANY CONFLICTS. FOR EACH LAND DEAL THE BOARD PRESIDENT AND EXECUTIVE DIRECTOR CONSIDER POTENTIAL CONFLICTS OF INTEREST FOR THEMSELVES OR ANY OTHER BOARD MEMBER. ADDITIONALLY, IT IS ENCUMBENT UPON EACH BOARD MEMBER TO PONDER AND DIVULGE ANY CONFLICT OF INTEREST FOR EACH DEAL.
FORM 990, PART VI, SECTION B, LINE 15A PERFORMANCE REVIEW OF THE EXECUTIVE DIRECTOR (ED) IS DONE ANNUALLY WITH A CORRESPONDING REVIW AND APPROVAL OF ANNUAL COMPENSATION BY THE BOARD OF DIRECTORS AS PART OF THE BUDGET APPROVAL PROCESS. REASONABILITY OF COMPENSATION IS DETERMINED FOR THE ED THE SAME WAY AS ALL OTHER EMPLOYEES, SEE 15B EXPLANATION. COMPENSATION IS REVIEWED AND APPROVED ANNUALLY BY THE BOARD OF DIRECTORS DURING THE BUDGET PROCESS. IN ORDER TO EVALUATE THE REASONABILITY OF COMPENSATION, OTHER REGIONAL LAND TRUSTS, AS WELL AS OTHER REGIONAL NONPROFITS OF SIMILAR SIZE ARE QUERIED. ALSO COMPENSATION DATA PUBLISHED BY THE LAND TRUST ALLIANCE MAY BE CONSIDERED. BOARD MEMBERS/OFFICERS OF THE CORPORATION ARE VOLUNTEERS AND ARE NOT COMPENSATED.
FORM 990, PART VI, SECTION C, LINE 19GOVERNING DOCUMENTS, FINANCIAL INFORMATION, AND POLICIES ARE AVAILABLE UPON REQUEST TO THE ORGANIZATION'S ADMINISTRATIVE OFFICE. ADDITIONALLY, MANY DOCUMENTS ARE AVAILABLE UPON REQUEST IN PDF VIA EMAIL.
FORM 990, PART XII, LINE 2CTHERE WAS NO CHANGE TO THE OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE 2014 TAX YEAR.

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