2014-02-11T15:03:31-06:00 2013-06-30 953680171 MCGOWAN GUNTERMANN 111 E VICTORIA ST 2ND FLOOR SANTA BARBARA CA 931012018 990 2012-07-01 953797404 THE LAND TRUST FOR SANTA BARBARA COUNTY THEL 8059664520 PO BOX 91830 SANTA BARBARA CA 931901830 WARREN MILLER 8059664520 2014-01-27 1 P00025230 8059629175 2012 2015-11-30 17:44:51Z WARREN MILLER 1300 SANTA BARBARA STREET SUITE B SANTA BARBARA CA 93101 1259921 0 X WWW.SBLANDTRUST.ORG X 1982 CA TO PRESERVE, RESTORE AND ENHANCE OPEN SPACE, NATURAL RESOURCES AND AGRICULTURAL LANDS. 14 13 10 120 0 0 3887707 791482 0 0 242373 182230 23722 17506 4153802 991218 0 0 0 0 344691 371850 0 0 233916 9755256 939429 10099947 1311279 -5946145 -320061 5850667 5886311 78942 241864 5771725 5644447 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 27375 ACQUISITION OF CONSERVATION LAND AND EASEMENT INTERESTS. DEVELOPED CONSERVATION PLANS IN COLLABORATION WITH OWNERS OF TWO LARGE RANCH OWNERS AND ONE COASTAL BLUFF PROPERTY OWNER ON THE GAVIOTA COAST. WORKED ON A NEW CONSERVATION BANK DESIGNED TO PROTECT ENDANGERED SPECIES IN THE PURISIMA HILLS NEAR LOMPOC, AND ON A PROPOSED CONSERVATION EASEMENT TO PRESERVE HABITAT FOR THE CALIFORNIA TIGER SALAMANDER NEAR LOS ALAMOS. GENERAL OUTREACH AND RESPONSE TO SEVERAL LANDOWNER INQUIRIES. 208852 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. 759063 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, PROVIDE PUBLIC INTERPRETIVE ACCESS, AND SCIENTIFIC MONITORING OF SUCCESS. 995290 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 0 0 0 0 0 0 0 0 0 1 17 0 1 10 1 0 0 0 0 0 0 0 0 0 0 X 14 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X MICHAEL FEENEY 8059664520 1300 SANTA BARBARA STREET SUITE B SANTA BARBARA CA 93101 WARREN MILLER 3.00 X X 0 0 0 SHERI OVERALL 3.00 X X 0 0 0 KENNETH MARSHALL 3.00 X X 0 0 0 ERIK GREGERSEN 3.00 X X 0 0 0 MAURIE MCGUIRE 3.00 X 0 0 0 TERRY EAGLE 2.00 X 0 0 0 TOM CAREY 2.00 X 0 0 0 RICH NAGLER 2.00 X X 0 0 0 JAMES PHILLIPPI 4.00 X 0 0 0 BRAD LUNDGREN 4.00 X 0 0 0 GREG PARKER 3.00 X 0 0 0 SUSAN M BASHAM 4.00 X 0 0 0 CARLA M D'ANTONIO 2.00 X 0 0 0 PAUL MCENROE 2.00 X 0 0 0 MICHAEL FEENEY 40.00 X 94880 0 8718 94880 0 8718 0 0 0 0 PETER LAPIDUS CONSTRUCTION INC 1975 CRAVENS LANE CARPINTERIA CA 93013 GENERAL CONTRACTOR 160996 1 235975 555507 22668 791482 127528 127528 315226 260524 54702 54702 54702 23854 6969 16885 16885 1831 1210 621 621 991218 621 0 199115 107220 58564 39607 9049 218259 74202 16335 127722 20618 7108 1684 11826 25753 10408 4288 11057 11418 11085 291 42 15803 5711 2594 7498 7106 2826 1046 3234 23923 11012 3302 9609 7364 3345 1022 2997 3113 2094 267 752 13430 6008 1950 5472 IMPROVEMENTS & MAINTENA 526875 525898 214 763 PROFESSIONAL SERVICES 244114 238701 1000 4413 PRINTING & MAILING 33803 4855 1171 27777 BANKING AND INVESTMENT 20635 15017 4899 719 31845 18456 2403 10986 1311279 995290 82073 233916 850 850 974703 1285527 796384 398828 518 967 11709 9828 47281 41185 8338 6096 1822345 1649605 2235820 2534610 5850667 5886311 50310 172480 28632 69384 78942 241864 X 1149884 1239798 3420826 3203634 1201015 1201015 5771725 5644447 5850667 5886311 -320061 192783 0 X 0 1 X 1 0 X 6722101 2683678 9990143 3887707 800845 24084474 18695 19200 20830 21742 23854 104321 6740796 2702878 10010973 3909449 824699 24188795 0 0 0 24188795 174720 133429 108442 124407 127528 668526 174720 133429 108442 124407 127528 668526 6915516 2836307 10119415 4033856 952227 24857321 0.97310 0.97570 0.02690 0.02430 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 31 15535.00 0 7 0 1 1 600.00 67798 0 2398511 148750 375013 336129 2586145 2521808 42475 19945 185717 2398511 2173481 125915 282612 60200 2521808 2023456 71528 169704 91207 2173481 2407291 17598 -384358 17075 2023456 0.45350 0.46440 0.08210 0 0 35 35 12735 9050 3685 34511 32135 2376 6096 EQUITY INCOME FUNDS 2534610 F 2534610 X 1229514 192783 45513 238296 991218 0 991218 1356792 45513 45513 1311279 0 1311279 DESCRIPTION OF HOW ORGANIZATION REPORTS CONSERVATION EASEMENTS: 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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, 2013, 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, 2010 AND 2009 RESPECTIVELY. NONE SUSAN BASHAM TRUSTEE 12229 THE TRUSTEE IS AN ATTORNEY AND "OF COUNSEL" AT PRICE, POSTEL & PARMA, A LEGAL FIRM WHO WAS PAID BY THE ORGANIZATION FOR LEGAL SERVICES. THESE PAYMENTS WERE IN COMPLIANCE WITH THE ORGANIZATION'S POLICY ON CONFLICT OF INTERESTS. 0 FORM 990, PART VI, SECTION B, LINE 11 MANAGEMENT DOES 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; CODE OF ETHICS; DONOR'S BILL OF RIGHTS; POLICY ON CONFLICT OF INTEREST, BOARD COMPENSATION AND INSIDER TRANSACTIONS; WHISTLEBLOWER POLICY; POLICY ON THE RECEIPT, OWNERSHIP, SALE AND TRANSFER OF MARKETABLE SECURITIES; LAND AND CONSERVATION EASEMENT PROJECT SELECTION CRITERIA AND CHECKLISTS. 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. FINANCIAL STATEMENTS, FORM 990, FORM 1023 AND ADOPTED POLICIES OF THE ORGANIZATION ARE PROVIDED TO ANY MEMBER OF THE PUBLIC UPON REQUEST.