2015-11-04T16:41:55-06:00 2014-12-31 920127098 ELGEE REHFELD MERTZ LLC 9309 GLACIER HWY STE B-200 JUNEAU AK 99801 990 2014-01-01 920156402 SOUTHEAST ALASKA LAND TRUST SOUT 9075863100 119 SEWARD STREET NO 2 JUNEAU AK 99801 JAY NELSON BOARD TREASURER 9075863100 2015-11-02 1 ROBERT L REHFELD P00104959 9077893178 2015-11-02 2014 2016-04-25 22:37:26Z JAY NELSON 119 SEWARD STREET NO 2 JUNEAU AK 99801 1190341 0 X HTTP://WWW.SOUTHEASTALASKALANDTRUST.ORG/ X 1995 AK PLACE VALUABLE HABITAT, RECREATION, HISTORIC AND OPEN SPACE LANDS UNDER CONSERVATION PROTECTIONS BY HOLDING CONSERVATION EASEMENTS OR FEE SIMPLE TITLE. 9 9 5 10 0 0 116773 162329 1074906 965735 48466 62261 12 16 1240157 1190341 0 0 0 0 150704 159138 0 0 9072 147576 229163 298280 388301 941877 802040 7061656 7866215 11942 17129 7049714 7849086 X THE SOUTHEAST LAND TRUST COOPERATES WITH COMMUNITIES,LANDOWNERS, AND OTHERS TO ENSURE THAT HABITAT, RECREATION, OPEN SPACE, AND HISTORIC AREAS REMAIN IN PLACE FOR THE WELL-BEING OF EACH GENERATION. 0 0 202279 929056 IN 2014, SEAL TRUST SUCCESSFULLY COMPLETED TWO CONSERVATION EASEMENT PROJECTS AND ONE FEE SIMPLE ACQUISITON, TOTALING 164 ACRES. PROJECT DEVELOPMENT INCLUDES: PRIORITIZATION MAPPING PROJECTS, CONSERVATION SITE SELECTION, DUE DILIGENCE, AND ACQUISITION OF CONSERVATION EASEMENT OR FEE SIMPLE PROPERTIES, INCLUDING THOSE ACQUIRED WITH FUNDING FROM DEVELOPERS PAID TO SOUTHEAST ALASKA LAND TRUST VIA THEIR IN-LIEU FEE AGREEMENT WITH THE ARMY CORPS OF ENGINEERS. THIS PROGRAM ALSO INCLUDES OUTREACH AND COMMUNICATION WITH LANDOWNERS, SITE VISITS, REPORT PREPARATION, AND NEGOTIATIONS WITH LANDOWNERS. 97856 IN 2014, SEAL TRUST WORKED ON ITS MULTI-YEAR COMMUNITY COASTAL IMPACT ASSISTANCE PROGRAM (CIAP) GRANT. THROUGH THIS GRANT, SEAL TRUST IS WORKING TO DEVELOP A UNIFORM WETLAND ASSESSMENT TOOL TO MINIMIZE LOSSES OF SPECIFIC WETLAND FUNCTIONS. SEAL TRUST IS DEVELOPING, FIELD TESTING, AND IMPLEMENTING A REGION-SPECIFIC FRESHWATER WETLANDS AND INTERTIDAL ASSESSMENT TOOL AND CREDIT-DEBIT METHOD FOR USE BY SEAL TRUST, REGULATORY AGENCIES, NATURAL RESOURCE PROFESSIONALS, COMMUNITIES, AND DEVELOPERS THROUGHOUT SOUTHEAST ALASKA'S COASTAL RAINFOREST. 31579 36695 AS OF THE END OF 2014, SEAL TRUST HAS PROTECTED 25 PROPERTIES CONSISTING OF 3,313 ACRES, LOCATED IN JUNEAU, HAINES, KAKE, SITKA, FARRAGUT BAY, AND EXCURSION INLET. STEWARDSHIP INCLUDES MANAGEMENT OF 11 FEE SIMPLE PROPERTIES CURRENTLY OWNED BY SOUTHEAST ALASKA LAND TRUST AND MONITORING 14 CONSERVATION EASEMENTS HELD BY SOUTHEAST ALASKA LAND TRUST, INCLUDING MEETINGS WITH LANDOWNERS. STEWARDSHIP - SEALTRUST HOLDS LANDS OR CONSERVATION INTERESTS (CONSERVATION EASEMENTS) IN LANDS THROUGHOUT SOUTHEAST ALASKA. WE ROUTINELY MONITOR THESE LANDS TO INSURE THAT THE CONSERVATION VALUES REMAIN INTACT AND THAT ANY USE OF THE LANDS IS CONSISTENT WITH ITS DOCUMENTED PERMISSIBLE USES. WE CONDUCT MANAGEMENT ACTIVITIES ON FEE SIMPLE LANDS AS NEEDED. 331714 1 1 0 0 0 0 1 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 1 5 1 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 AK X THE ORGANIZATION 9075863100 119 SEWARD STREET NO 2 JUNEAU AK 99801 MIKE MAUSETH BOARD PRESIDENT 1.00 X X 0 0 0 BROCK TABOR BOARD VICE PRESIDENT 1.00 X X 0 0 0 MELINDA LAMB BOARD SECRETARY 1.00 X X 0 0 0 ALEX WERTHEIMER BOARD TREASURER 1.00 X X 0 0 0 PATRICIA HARRIS BOARD MEMBER 1.00 X 0 0 0 DI JOHNSON BOARD MEMBER 1.00 X 0 0 0 JAY NELSON BOARD MEMBER 1.00 X 0 0 0 KIM SMITH BOARD MEMBER 1.00 X 0 0 0 JOHN TILLINGHAST BOARD MEMBER 1.00 X 0 0 0 NANCY WATERMAN BOARD MEMBER 1.00 X 0 0 0 FRANK RUE EXECUTIVE DIRECTOR 20.00 X 38693 0 0 38693 0 0 0 0 0 0 0 135388 26941 162329 FEES IN LIEU REVENUE 900099 913689 913689 FEES IN LIEU REVENUE A 900099 52046 52046 965735 62261 62261 MISCELLANEOUS REFUNDS 900099 16 16 16 1190341 965751 0 62261 X 38693 28198 8748 1747 107304 78199 24260 4845 13141 9577 2971 593 1092 1092 12367 7870 4039 458 14043 14043 86386 86386 499 341 129 29 7668 5542 1196 930 13106 10329 2496 281 17655 17655 3886 3047 727 112 LAND ACQUISTION COSTS 67111 67111 5350 2324 2949 77 388301 331714 47515 9072 11580 42923 1733343 2181574 806708 6130 578 800578 5316155 4841140 7061656 7866215 11942 17129 11942 17129 X 5932 1267897 7043782 6581189 7049714 7849086 7061656 7866215 802040 -2668 0 X X 1 X 0 1 0 X 82647 144875 69324 116773 162329 575948 82647 144875 69324 116773 162329 575948 575948 44574 42191 49950 48466 62261 247442 823390 4413300 0.69950 0.71410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 14 3148.00 0 0 1 1 289.00 11538 858474 100708 36695 25434 6146 964297 577093 206943 95531 10167 10926 858474 444614 102333 58231 25740 2345 577093 423490 35514 6290 19000 1680 444614 266615 143678 31498 13800 4501 423490 1.00000 0 0 800000 800000 6708 6130 578 800578 X PART II, LINE 9: THE TRUST HAS ACQUIRED AND HOLDS A NUMBER OF CONSERVATION EASEMENTS, EACH REPRESENTING A LEGAL INTEREST IN LAND OWNED BY ANOTHER PERSON OR ENTITY. THE CONSERVATION EASEMENTS DO NOT HAVE MEASURABLE ECONOMIC VALUE BECAUSE THE EASEMENTS EXTINGUISH FUTURE DEVELOPMENT RIGHTS IN THE SUBJECT PROPERTIES AND GRANT THE TRUST THE RIGHT TO PROTECT THE LAND FOR CONSERVATION PURPOSES. BECAUSE OF THE UNIQUE NATURE OF THESE ASSETS, THE IMPRACTICALITY OF OBTAINING CONSISTENT AND RELIABLE ESTIMATES OF THE VALUES ASCRIBED TO THESE INTERESTS, AND CONSISTENT WITH THE PRACTICES FOLLOWED BY MANY ENVIRONMENTAL LAND TRUSTS, THE TRUST'S FINANCIAL STATEMENTS DO NOT INCLUDE ANY AMOUNTS FOR THESE PROPERTY INTERESTS. PART V, LINE 4: SEALTRUST'S CONSERVATION EASEMENT STEWARDSHIP FUND IS AVAILABLE TO MONITOR AND DEFEND, EQUALLY AND TO THE FULLEST EXTENT OUR RESOURCES ALLOW, THE TERMS OF THE CONSERVATION EASEMENTS SEALTRUST HOLDS. WE MAY ONLY WITHDRAW FUNDS TO PAY FOR THE EXPENSES OF EASEMENT STEWARDSHIP MONITORING AND ENFORCEMENT (IE, ROUTINE OR SPECIAL MONITORING, PREVENTATIVE MEASURES, OR COMPLIANCE ENFORCEMENT) AND ONLY IN THE THAT AMOUNT WHICH COVERS THE ACTUAL COSTS OF THE STEWARDSHIP RESPONSIBILITIES PART X, LINE 2: THE TRUST IS A NONPROFIT ORGANIZATION EXEMPT FROM FEDERAL TAXES UNDER THE PROVISIONS OF INTERNAL REVENUE SERVICE CODE SECTION 501(C)(3). THE TRUST FOLLOWS THE PROVISIONS OF FASB ASC 740, INCOME TAXES, AND MANAGEMENT BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN. THE ORGANIZATION'S FEDERAL INCOME TAX RETURNS (FORM 990) ARE SUBJECT TO POSSIBLE EXAMINATION BY THE INTERNAL REVENUE SERVICE UNTIL THE EXPIRATION OF THE RELATED STATUTE OF LIMITATIONS ON THOSE TAX RETURNS, WHICH, IN GENERAL, HAVE A THREE-YEAR STATUTE OF LIMITATIONS. FORM 990, PART VI, SECTION B, LINE 11 RETURN IS REVIEWED BY ONE OR MORE OFFICERS BEFORE FILING FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY MONITORS AND ENFORCES COMPLIANCE WITH THEIR CONFLICT OF INTEREST POLICY THROUGH ANNUAL SELF DISCLOSURE OF POSSIBLE CONFLICTS BY BOARD MEMBERS. IN ADDITION, POTENTIAL CONFLICTS ARE MONITORED AT REGULAR BOARD MEETINGS. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS FORMS 1023 AND 990 AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS PUBLIC DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G SPECIAL PROJECT CONSULTING FEES: PROGRAM SERVICE EXPENSES 48,491. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 48,491. LAND APPRAISAL FEES: PROGRAM SERVICE EXPENSES 29,260. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 29,260. ECOLOGICAL CONSULTING: PROGRAM SERVICE EXPENSES 8,635. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,635. FORM 990, PART XII, LINE 2C DURING THIS FILING PERIOD THERE WERE NO CHANGES TO EITHER AUDIT OVERSIGHT OR SELECTION PROCESSES.