2014-10-28T20:07:07-05:00 2013-12-31 920127098 ELGEE REHFELD MERTZ LLC 9309 GLACIER HWY STE B-200 JUNEAU AK 99801 990 2013-01-01 920156402 SOUTHEAST ALASKA LAND TRUST SOUT 9075863100 119 SEWARD STREET NO 2 JUNEAU AK 99801 ALEX WERTHEIMER BOARD TREASURER 9075863100 2014-10-20 1 ROBERT L REHFELD P00104959 9077893178 2014-10-20 2013 2015-11-30 17:44:51Z ALEX WERTHEIMER 119 SEWARD STREET NO 2 JUNEAU AK 99801 1240157 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 6 15 0 0 69324 116773 794364 1074906 49950 48466 164 12 913802 1240157 0 0 0 0 140308 150704 0 0 6700 102487 147576 242795 298280 671007 941877 6277670 7061656 14470 11942 6263200 7049714 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 184331 1074918 LAND MANAGEMENT INCLUDES ALL PRIORITIZATION WORK, SITE SELECTION, PROJECT DEVELOPMENT, DUE DILIGENCE AND PURCHASE OF CONSERVATION EASEMENT OR FEE TITLE PROPERTIES. THIS INCLUDES OUTREACH AND COMMUNICATION WITH LANDOWNERS, SITE VISITS, REPORT PREPARATION AND NEGOTIATIONS WITH LANDOWNERS. THIS PROGRAM ALSO INCLUDES PROPERTIES PURCHASED WITH FUNDING FROM DEVELOPERS PAID TO SOUTHEAST ALASKA LAND TRUST VIA THEIR IN-LIEU FEE AGREEMENT WITH THE ARMY CORPS OF ENGINEERS. 21094 STEWARDSHIP INCLUDES MANAGEMENT OF ALL PROPERTIES CURRENTLY OWNED BY SOUTHEAST ALASKA LAND TRUST. IN ADDITION, IT INCLUDES MONITORING ALL CONSERVATION EASEMENTS HELD BY SOUTHEAST ALASKA LAND TRUST, INCLUDING MEETINGS WITH LANDOWNERS. 23104 LANDOWNER INFORMATION SERVICES - SEALTRUST PROVIDES INTERESTED LANDOWNERS WITH INFORMATION ABOUT CONSERVATION OPTIONS FOR THEIR PROPERTY; WE WORK WITH THE LANDOWNER TO DETERMINE WHICH OPTION IS MOST APPROPRIATE FOR THEIR PURPOSES; AND DEVELOP AN IMPLEMENTATION SCHEDULE OR CONSERVATION STRATEGY WHERE APPROPRIATE. 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. 228529 1 1 0 0 0 0 1 0 0 1 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 0 0 0 0 0 1 5 0 1 6 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 ROMAN MOTYKA 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 JON TILLINGHAST BOARD MEMBER 1.00 X 0 0 0 DIANE MAYER EXECUTIVE DIRECTOR 20.00 X 41497 0 0 FRANK RUE EXECUTIVE DIRECTOR 20.00 X 16434 0 0 57931 0 0 0 0 0 0 0 80922 35851 116773 FEES IN LIEU REVENUE 900099 1013908 1013908 FEES IN LIEU REVENUE A 900099 60998 60998 1074906 48466 48466 MISCELLANEOUS REFUNDS 900099 12 12 12 1240157 1074918 0 48466 X 57931 37336 19614 981 79449 55216 21956 2277 13324 8980 4024 320 760 540 220 12311 6918 4899 494 11397 11397 74681 72654 2027 24143 14965 6803 2375 13356 10162 3031 163 7264 7264 3664 3097 477 90 298280 228529 63051 6700 38434 11580 2330071 1733343 6708 6130 578 578 3908587 5316155 6277670 7061656 10772 11942 3698 14470 11942 X 41070 5932 6222130 7043782 6263200 7049714 6277670 7061656 X 941877 71147 -226510 X 1 X 0 0 0 X 180093 82647 144875 69324 116773 593712 180093 82647 144875 69324 116773 593712 593712 52489 44574 42191 49950 48466 237670 831382 8958948 0.71410 0.69380 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 13 3112.00 0 0 0 1 1 175.00 10165 577093 206943 95531 10167 10926 858474 444614 102333 58231 25740 2345 577093 423490 35514 6290 19000 1680 444614 266615 143678 31498 13800 4501 423490 127318 123924 25963 8200 2390 266615 1.00000 0 0 6708 6130 578 578 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 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 33,218. MANAGEMENT AND GENERAL EXPENSES 2,027. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 35,245. LAND APPRAISAL FEES: PROGRAM SERVICE EXPENSES 12,571. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,571. ECOLOGICAL CONSULTING: PROGRAM SERVICE EXPENSES 12,294. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,294. SURVEYING AND OTHER CONSULTING: PROGRAM SERVICE EXPENSES 14,571. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,571. FORM 990, PART XI, LINE 9: CHANGE IN VALUE (IMPAIRMENT- LAND HOLDINGS) -226,510.