2015-02-09T13:17:35-06:00 2014-06-30 953680171 MCGOWAN GUNTERMANN 111 E VICTORIA ST 2ND FLOOR SANTA BARBARA CA 931012018 990 2013-07-01 953797404 THE LAND TRUST FOR SANTA BARBARA COUNTY THEL 8059664520 PO BOX 91830 SANTA BARBARA CA 931901830 RICHARD NAGLER BOARD PRESIDENT 8059664520 2015-02-03 1 P00025230 8059629175 2013 2016-02-25 16:41:14Z RICHARD NAGLER PO BOX 91830 SANTA BARBARA CA 931901830 8318241 0 X WWW.SBLANDTRUST.ORG X 1982 CA TO PRESERVE, RESTORE AND ENHANCE OPEN SPACE, NATURAL RESOURCES AND AGRICULTURAL LANDS. 11 10 10 220 0 0 791482 2159324 0 0 182230 733048 17506 22950 991218 2915322 0 0 0 0 371850 314893 0 0 202653 939429 1827477 1311279 2142370 -320061 772952 5886311 6333778 241864 112186 5644447 6221592 X THE LAND TRUST FOR SANTA BARBARA COUNTY PROTECTS NATURAL RESOURCES, AGRICULTURAL LAND AND OPEN SPACES FOR THE BENEFIT OF PRESENT AND FUTURE GENERATIONS. 0 0 1131058 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. 387376 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. 363482 PROPERTY IMPROVEMENTS, INCLUDING ON-GOING WETLAND RESTORATION AT THE GOLETA SLOUGH; AND THE PLANNING, PERMITTING AND CONSTRUCTION OF THE FRANKLIN TRAIL IN CARPINTERIA. 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. 1881916 1 1 0 0 0 0 1 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 1 13 0 1 10 1 0 0 0 0 0 0 0 0 0 0 X 11 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X JUDY JENNINGS 8059664520 PO BOX 91830 SANTA BARBARA CA 931901830 RICH NAGLER PRESIDENT 3.00 X X 0 0 0 SHERI OVERALL VICE PRESIDENT 3.00 X X 0 0 0 KENNETH MARSHALL VICE PRESIDENT 3.00 X X 0 0 0 ERIK GREGERSEN TREASURER 3.00 X X 0 0 0 WARREN MILLER SECRETARY 8.00 X X 0 0 0 MAURIE MCGUIRE TRUSTEE 2.00 X 0 0 0 JAMES PHILLIPPI TRUSTEE 3.00 X 0 0 0 BRAD LUNDGREN TRUSTEE 2.00 X 0 0 0 GREG PARKER TRUSTEE 3.00 X 0 0 0 SUSAN M BASHAM TRUSTEE 2.00 X 0 0 0 CARLA M D'ANTONIO TRUSTEE 2.00 X 0 0 0 CAROLYN CHANDLER ACTING EXECUTIVE DIRECTOR 20.00 X 0 0 0 MICHAEL FEENEY EXECUTIVE DIRECTOR (TO 02/08/14) 40.00 X 93823 0 8718 JUDY JENNINGS ACCOUNTING MANAGER 14.00 X 23413 0 602 117236 0 9320 0 0 0 0 PETER LAPIDUS CONSTRUCTION INC 1975 CRAVENS LANE CARPINTERIA CA 93013 GENERAL CONTRACTOR 308006 1 88617 2070707 1134422 2159324 124801 124801 5988686 5380439 608247 608247 608247 24788 10714 14074 14074 20642 11766 8876 8876 2915322 8876 0 747122 123249 68647 16591 38011 154354 84757 8618 60979 16695 6353 1151 9191 20595 10650 1948 7997 45282 44780 502 16002 6319 4019 5664 41944 33419 3268 5257 82076 59195 1308 21573 8195 3921 1639 2635 6846 3328 1460 2058 27239 10861 6910 9468 7079 3931 1260 1888 3418 1697 714 1007 16341 7743 3569 5029 IN-KIND CONSERVATION EA 1109025 1109025 IMPROVEMENTS & MAINTENA 383111 383056 55 DIRECT PROGRAM EXPENSE 32909 26306 16 6587 PRINTING & MAILING 24647 7984 251 16412 23363 9944 4522 8897 2142370 1881916 57801 202653 850 900 1285527 1230890 398828 426011 967 744 9828 10167 49163 42023 6096 7140 1649605 1101550 2534610 3556376 5886311 6333778 172480 78322 69384 33864 241864 112186 X 1239798 1254966 3203634 3393467 1201015 1573159 5644447 6221592 5886311 6333778 772952 -195807 0 X 0 1 X 1 0 X 2683678 9990143 3887707 800845 2159324 19521697 19200 20830 21742 23854 45430 131056 2702878 10010973 3909449 824699 2204754 19652753 0 0 0 19652753 133429 108442 124407 127528 124801 618607 133429 108442 124407 127528 124801 618607 2836307 10119415 4033856 952227 2329555 20271360 0.96950 0.97310 0.03050 0.02690 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 35 16433.00 0 0 1 1 678.00 91394 2586145 372144 310859 161406 3107742 2398511 148750 375013 336129 2586145 2521808 42475 19945 185717 2398511 2173481 125915 282612 60200 2521808 2023456 71528 169704 91207 2173481 0.40400 0.50600 0.09000 0 0 35 35 49128 42023 7105 7140 TIFF MULTI-ASSET FUND 3556376 F 3556376 X 2760535 -195807 41020 -154787 2915322 0 2915322 2183390 41020 41020 2142370 0 2142370 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. PLEIN AIR EVENT 24788 24788 4595 6119 24788 24788 4595 6119 10714 14074 SUSAN BASHAM TRUSTEE 42357 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 0 X 1 10117 X 1 1109025 INDEPENDENT APPRAISAL 0 0 0 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.