THE LAND TRUST FOR SANTA BARBARA COUNTY: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE LAND TRUST FOR SANTA BARBARA COUNTY (EIN 95-3797404)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-02-09
- IRS object ID
- 201540409349300749
- Schema version
- 2013v4.0
- 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 | 2015-02-09T13:17:35-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953680171 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGOWAN GUNTERMANN | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 E VICTORIA ST 2ND FLOOR | AddressLine1 |
| City | SANTA BARBARA | City |
| State | CA | State |
| ZIP Code | 931012018 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THEL | BusinessNameControlTxt |
| Phone | 8059664520 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 91830 | AddressLine1 |
| City | SANTA BARBARA | City |
| State | CA | State |
| ZIP Code | 931901830 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD NAGLER | PersonNm |
| Person Title | BOARD PRESIDENT | PersonTitleTxt |
| Phone | 8059664520 | PhoneNum |
| Signature | 2015-02-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00025230 | PTIN |
| Phone | 8059629175 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RICHARD NAGLER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 91830 | AddressLine1 |
| City | SANTA BARBARA | City |
| State | CA | State |
| ZIP Code | 931901830 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,318,241 | 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 | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 10 | TotalEmployeeCnt |
| Total Volunteers | 220 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $791,482 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,159,324 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $182,230 | PYInvestmentIncomeAmt |
| CY Investment Income | $733,048 | CYInvestmentIncomeAmt |
| PY Other Revenue | $17,506 | PYOtherRevenueAmt |
| CY Other Revenue | $22,950 | CYOtherRevenueAmt |
| PY Total Revenue | $991,218 | PYTotalRevenueAmt |
| CY Total Revenue | $2,915,322 | 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 | $371,850 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $314,893 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $202,653 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $939,429 | PYOtherExpensesAmt |
| CY Other Expenses | $1,827,477 | CYOtherExpensesAmt |
| PY Total Expenses | $1,311,279 | PYTotalExpensesAmt |
| CY Total Expenses | $2,142,370 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$320,061 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $772,952 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,886,311 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,333,778 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $241,864 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $112,186 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,644,447 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,221,592 | 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 | $1,131,058 | ExpenseAmt |
| Desc | ACQUISITION OF CONSERVATION LAND AND EASEMENT INTERESTS. NEW CONSERVATION BANK DESIGNED TO PROTECT ENDANGERED SPECIES IN THE PURISIMA HILLS NEAR LOMPOC. GENERAL OUTREACH AND RESPONSE TO SEVERAL LANDOWNER INQUIRIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $387,376 | ExpenseAmt |
| Desc | PROPERTY MANAGEMENT, NATURAL RESOURCE PROTECTION, PUBLIC EDUCATIONAL AND RECREATIONAL ACCESS PROGRAMS ON FOUR NATURE PRESERVES OWNED AND ON OTHER LAND UNDER EASEMENT. ANNUAL MONITORING AND COMPLIANCE ACTIVITIES ON ALL FEE AND CONSERVATION EASEMENT PROPERTIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $363,482 | ExpenseAmt |
| Desc | PROPERTY IMPROVEMENTS, INCLUDING ON-GOING WETLAND RESTORATION AT THE GOLETA SLOUGH; AND THE PLANNING, PERMITTING AND CONSTRUCTION OF THE FRANKLIN TRAIL IN CARPINTERIA. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PLANNING, FUNDING AND IMPLEMENTATION OF PROJECTS TO RESTORE WETLAND AND RIPARIAN WILDLIFE HABITAT AND SCIENTIFIC MONITORING OF SUCCESS, PROVIDE PUBLIC INTERPRETIVE ACCESS, EDUCATIONAL PROGRAMS AND DOCENT LED PUBLIC HIKES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,881,916 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 | 0 | 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 | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | 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 | 13 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 10 | 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 | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | 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 |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUDY JENNINGS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8059664520 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 91830 | AddressLine1 |
| City | SANTA BARBARA | City |
| State | CA | State |
| ZIP Code | 931901830 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 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 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES PHILLIPPI | ||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |
| BRAD LUNDGREN | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GREG PARKER | ||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN M BASHAM | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CARLA M D'ANTONIO | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CAROLYN CHANDLER | ||||||
| ACTING EXECUTIVE DIRECTOR | 20.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL FEENEY | ||||||
| EXECUTIVE DIRECTOR (TO 02/08/14) | 40.00 | Yes (X) | $93,823 | $0 | $8,718 | |
| JUDY JENNINGS | ||||||
| ACCOUNTING MANAGER | 14.00 | Yes (X) | $23,413 | $0 | $602 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $117,236 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $9,320 | 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 |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER LAPIDUS CONSTRUCTION INC | BusinessNameLine1 |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1975 CRAVENS LANE | AddressLine1 |
| City | CARPINTERIA | City |
| State | CA | State |
| ZIP Code | 93013 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | GENERAL CONTRACTOR | ServicesDesc |
| Compensation | $308,006 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $88,617 | GovernmentGrantsAmt |
| All Other Contributions | $2,070,707 | AllOtherContributionsAmt |
| Noncash Contributions | $1,134,422 | NoncashContributionsAmt |
| Total Contributions | $2,159,324 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $124,801 | TotalRevenueColumnAmt |
| Exclusion | $124,801 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,988,686 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,380,439 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $608,247 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $608,247 | TotalRevenueColumnAmt |
| Exclusion | $608,247 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $24,788 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $10,714 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,074 | TotalRevenueColumnAmt |
| Exclusion | $14,074 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $20,642 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $11,766 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,876 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,876 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,915,322 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,876 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $747,122 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,249 | TotalAmt |
| Program Services | $68,647 | ProgramServicesAmt |
| Management And General | $16,591 | ManagementAndGeneralAmt |
| Fundraising | $38,011 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,354 | TotalAmt |
| Program Services | $84,757 | ProgramServicesAmt |
| Management And General | $8,618 | ManagementAndGeneralAmt |
| Fundraising | $60,979 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,695 | TotalAmt |
| Program Services | $6,353 | ProgramServicesAmt |
| Management And General | $1,151 | ManagementAndGeneralAmt |
| Fundraising | $9,191 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,595 | TotalAmt |
| Program Services | $10,650 | ProgramServicesAmt |
| Management And General | $1,948 | ManagementAndGeneralAmt |
| Fundraising | $7,997 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,282 | TotalAmt |
| Program Services | $44,780 | ProgramServicesAmt |
| Management And General | $502 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,002 | TotalAmt |
| Program Services | $6,319 | ProgramServicesAmt |
| Management And General | $4,019 | ManagementAndGeneralAmt |
| Fundraising | $5,664 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,944 | TotalAmt |
| Program Services | $33,419 | ProgramServicesAmt |
| Management And General | $3,268 | ManagementAndGeneralAmt |
| Fundraising | $5,257 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,076 | TotalAmt |
| Program Services | $59,195 | ProgramServicesAmt |
| Management And General | $1,308 | ManagementAndGeneralAmt |
| Fundraising | $21,573 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,195 | TotalAmt |
| Program Services | $3,921 | ProgramServicesAmt |
| Management And General | $1,639 | ManagementAndGeneralAmt |
| Fundraising | $2,635 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,846 | TotalAmt |
| Program Services | $3,328 | ProgramServicesAmt |
| Management And General | $1,460 | ManagementAndGeneralAmt |
| Fundraising | $2,058 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,239 | TotalAmt |
| Program Services | $10,861 | ProgramServicesAmt |
| Management And General | $6,910 | ManagementAndGeneralAmt |
| Fundraising | $9,468 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,079 | TotalAmt |
| Program Services | $3,931 | ProgramServicesAmt |
| Management And General | $1,260 | ManagementAndGeneralAmt |
| Fundraising | $1,888 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,418 | TotalAmt |
| Program Services | $1,697 | ProgramServicesAmt |
| Management And General | $714 | ManagementAndGeneralAmt |
| Fundraising | $1,007 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,341 | TotalAmt |
| Program Services | $7,743 | ProgramServicesAmt |
| Management And General | $3,569 | ManagementAndGeneralAmt |
| Fundraising | $5,029 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| IN-KIND CONSERVATION EA | $1,109,025 | $1,109,025 | ||
| IMPROVEMENTS & MAINTENA | $383,111 | $383,056 | $55 | |
| DIRECT PROGRAM EXPENSE | $32,909 | $26,306 | $16 | $6,587 |
| PRINTING & MAILING | $24,647 | $7,984 | $251 | $16,412 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,363 | TotalAmt |
| Program Services | $9,944 | ProgramServicesAmt |
| Management And General | $4,522 | ManagementAndGeneralAmt |
| Fundraising | $8,897 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,142,370 | TotalAmt |
| Program Services | $1,881,916 | ProgramServicesAmt |
| Management And General | $57,801 | ManagementAndGeneralAmt |
| Fundraising | $202,653 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $850 | BOYAmt |
| EOY | $900 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,285,527 | BOYAmt |
| EOY | $1,230,890 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $398,828 | BOYAmt |
| EOY | $426,011 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $967 | BOYAmt |
| EOY | $744 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,828 | BOYAmt |
| EOY | $10,167 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $49,163 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $42,023 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,096 | BOYAmt |
| EOY | $7,140 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,649,605 | BOYAmt |
| EOY | $1,101,550 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,534,610 | BOYAmt |
| EOY | $3,556,376 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,886,311 | BOYAmt |
| EOY | $6,333,778 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $172,480 | BOYAmt |
| EOY | $78,322 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,384 | BOYAmt |
| EOY | $33,864 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $241,864 | BOYAmt |
| EOY | $112,186 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,239,798 | BOYAmt |
| EOY | $1,254,966 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,203,634 | BOYAmt |
| EOY | $3,393,467 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,201,015 | BOYAmt |
| EOY | $1,573,159 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,644,447 | BOYAmt |
| EOY | $6,221,592 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,886,311 | BOYAmt |
| EOY | $6,333,778 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $772,952 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$195,807 | 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,683,678 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,990,143 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,887,707 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $800,845 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,159,324 | CurrentTaxYearAmt |
| Total | $19,521,697 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,200 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,830 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,742 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,854 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,430 | CurrentTaxYearAmt |
| Total | $131,056 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,702,878 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,010,973 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,909,449 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $824,699 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,204,754 | CurrentTaxYearAmt |
| Total | $19,652,753 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $19,652,753 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $133,429 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $108,442 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $124,407 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $127,528 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $124,801 | CurrentTaxYearAmt |
| Total | $618,607 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $133,429 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $108,442 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $124,407 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $127,528 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $124,801 | CurrentTaxYearAmt |
| Total | $618,607 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,836,307 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,119,415 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,033,856 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $952,227 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,329,555 | CurrentTaxYearAmt |
| Total | $20,271,360 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.96950 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97310 | PublicSupportPY509Pct |
| Investment Income CY | 0.03050 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02690 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 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 |
| Historic Structure Easements | 0 | HistoricStructureEasementsCnt |
| Historic Strctr Easements Aftr | 0 | HistoricStrctrEasementsAftrCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 678.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $91,394 | ExpensesIncurredEnforcementAmt |
CY Endwmt Fund CYEndwmtFundGrp
| 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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,023,456 | BeginningYearBalanceAmt |
| Contributions | $71,528 | ContributionsAmt |
| Investment Earnings Or Losses | $169,704 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $91,207 | OtherExpendituresAmt |
| End Year Balance | $2,173,481 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.40400 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.50600 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.09000 | 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 | $49,128 | OtherCostOrOtherBasisAmt |
| Depreciation | $42,023 | DepreciationAmt |
| Book Value | $7,105 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $7,140 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIFF MULTI-ASSET FUND | Desc |
| Book Value | $3,556,376 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $3,556,376 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,760,535 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$195,807 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $41,020 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | -$154,787 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,915,322 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,915,322 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,183,390 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $41,020 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $41,020 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,142,370 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,142,370 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 9: | PURCHASED LAND IS RECORDED AT COST. DONATED LAND IS RECORDED AT APPRAISED FAIR MARKET VALUE. DURING THE ACQUISITION 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 IN PERMANENTLY RESTRICTED NET ASSETS. |
| PART X, LINE 2: | THE LAND TRUST EVALUATES UNCERTAIN TAX PROVISIONS, WHEREBY THE EFFECT OF THE UNCERTAINTY WOULD BE RECORDED IF THE OUTCOME WAS CONSIDERED PROBABLE AND REASONABLY ESTIMABLE. AS OF JUNE 30, 2014, THE LAND TRUST HAD NO UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. THE LAND TRUST FILES TAX RETURNS IN CALIFORNIA AND U.S. FEDERAL JURISDICTIONS. THE LAND TRUST IS NO LONGER SUJECT TO U.S. FEDERAL AND STATE TAX EXAMINATIONS BY TAX AUTHORITIES FOR FISCAL YEARS ENDING BEFORE JUNE 30, 2011 AND 2010 RESPECTIVELY. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | PLEIN AIR EVENT | NameOfEvent1Amt |
| Gross Receipts Event1 | $24,788 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $24,788 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $4,595 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $6,119 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $24,788 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $24,788 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $4,595 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $6,119 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $10,714 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $14,074 | NetIncomeSummaryAmt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| SUSAN BASHAM | |||
| TRUSTEE | $42,357 | THE TRUSTEE IS AN ATTORNEY AND "OF COUNSEL" AT PRICE, POSTEL & PARMA, A LEGAL FIRM WHO WAS PAID BY THE ORGANIZATION FOR LEGAL SERVICES ABOVE AN AGREED AMOUNT OF PRO BONO SERVICES (UNPAID) CONTRIBUTED BY THAT FIRM. THESE PAYMENTS WERE APPROVED BY THE BOARD OF TRUSTEES AND IN COMPLIANCE WITH THE ORGANIZATION'S POLICY ON CONFLICT OF INTERESTS. | 0 |
| (no name) | |||
| 0 | |||
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $10,117 | NoncashContributionsRptF990Amt |
Real Estate Other RealEstateOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,109,025 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | INDEPENDENT APPRAISAL | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 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 IT TO THE AUDIT COMMITTEE FOR THEIR REVIEW. THE BOARD OF TRUSTEES RECEIVES THE FORM 990 PRIOR TO FILING THE RETURN WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ADOPTED CONFLICT OF INTEREST POLICY REQUIRES ANNUAL WRITTEN DISCLOSURE BY EVERY TRUSTEE AND EMPLOYEE, AND BY THOSE ADVISORY COUNCIL MEMEBERS 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 DISCLOSURE FORM, COMPILES A SUMMARY OF THE REPSONSES 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/COMMITTEE MINUTES, 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 THEY HAVE 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. THE EXECUTIVE DIRECTOR RECOMMENDS THE COMPENSATION OF OTHER STAFF MEMBERS, AND SUBMITS A SALARY, WAGE AND BENEFIT PROPOSAL TO THE EXECUTIVE COMMITTEE FOR APPROVAL. THE SALARY SCHEDULE IS AVAILABLE TO EACH MEMBER OF THE BOARD OF TRUSTEES UPON REQUEST. 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. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOLLOWING DOCUMENTS ARE AVAILABLE BY DOWNLOAD FROM THE ORGANIZATION'S WEB SITE: FORM 990, ANNUAL FINANCIAL STATEMENTS, AND STEWARDSHIP FUND POLICY. THE ORGANIZATION HAS ADOPTED THE NATIONAL STANDARDS AND PRACTICES OF THE LAND TRUST ALLIANCE (LTA), AND A LINK IS PROVIDED TO THE LTA WEBSITE WHERE THE STANDARDS AND PRACTICES CAN BE FOUND. OTHER GOVERNING DOCUMENTS AND ADOPTED POLICIES OF THE ORGANIZATION ARE PROVIDED TO ANY MEMBER OF THE PUBLIC UPON REQUEST. |