2013-07-30T10:31:38-05:00 2012-12-31 920127098 ELGEE REHFELD MERTZ LLC 9309 GLACIER HWY STE B-200 JUNEAU AK 99801 990 2012-01-01 920156402 SOUTHEAST ALASKA LAND TRUST SOUT 9075863100 119 SEWARD STREET NO 2 JUNEAU AK 99801 ALEX WERTHEIMER 9075863100 2013-07-24 1 ROBERT L REHFELD P00104959 9077893178 2013-07-24 2012 2016-02-24 21:20:13Z ALEX WERTHEIMER 119 SEWARD STREET NO 2 JUNEAU AK 99801 913802 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. 8 8 6 0 0 0 144875 69324 582878 794364 42191 49950 0 164 769944 913802 14798 0 0 0 115563 140308 0 0 10563 127779 102487 258140 242795 511804 671007 5745914 6277670 13535 14470 5732379 6263200 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 144654 794528 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. 26625 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. 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. 171279 1 1 0 0 0 0 1 0 0 1 1 0 0 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 1 3 0 1 6 1 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 1 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 JON TILLINGHAST 1.00 X X 0 0 0 MELINDA LAMB 1.00 X X 0 0 0 FRANK RUE 1.00 X X 0 0 0 MIKE GRUMMETT 1.00 X 0 0 0 PATRICIA HARRIS 1.00 X 0 0 0 JIM KING 1.00 X 0 0 0 MIKE MAUSETH 1.00 X 0 0 0 ROMAN MOTYKA 1.00 X 0 0 0 BROCK TABOR 1.00 X 0 0 0 ALEX WERTHEIMER 1.00 X 0 0 0 DIANE MAYER 20.00 X 49032 0 0 49032 0 0 0 0 0 0 0 42582 26742 69324 FEES IN LIEU REVENUE 900099 749332 749332 FEES IN LIEU REVENUE A 900099 45032 45032 794364 49950 49950 MISCELLANEOUS REFUNDS 900099 164 164 164 913802 794528 0 49950 X 49032 29277 17202 2553 79896 47705 28031 4160 11380 6795 3993 592 700 700 9861 5928 3642 291 7196 7196 41036 41036 11935 6185 3311 2439 10820 7096 3316 408 7004 6698 284 22 3262 1990 1174 98 LAND TRANSACTIONS 10673 10673 242795 171279 60953 10563 25153 38434 5241044 2330071 18104 6708 6130 578 578 461035 3908587 5745914 6277670 13535 10772 3698 13535 14470 X 58785 41070 5673594 6222130 5732379 6263200 5745914 6277670 X 671007 41014 -181200 X 0 1 X 0 0 X 40435 180093 82647 144875 69324 517374 40435 180093 82647 144875 69324 517374 517374 38916 52489 44574 42191 49950 228120 164 164 745658 8431142 0.69380 0.69810 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 11 2976.00 0 0 1 1 250.00 26625 444614 102333 58231 25740 2345 577093 423490 35514 6290 19000 1680 444614 266615 143678 31498 13800 4501 423490 127318 123924 25963 8200 2390 266615 168861 -34769 5002 1772 127318 1.00000 0 0 6708 6130 578 578 X 786437 41014 12821 -181200 -127365 913802 0 913802 255616 12821 12821 242795 0 242795 DESCRIPTION OF HOW ORGANIZATION REPORTS CONSERVATION EASEMENTS: 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. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE TRUST IS A NON-PROFIT ORGANIZATION EXEMPT FROM FEDERAL TAXES UNDER THE PROVISIONS OF THE INTERNAL REVENUE SERVICE CODE SECTION 501(C)(3). THE TRUST FOLLOWS THE PROVISIONS OF FASB ASC 740, 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE (IMPAIRMENT) -181,200. FORM 990, PART VI, SECTION A, LINE 4 SIGNIFICANT CHANGES TO BYLAWS WERE APPROVED IN JUNE 2012 AND INCLUDE: CHANGED THE NUMBER OF DIRECTORS FROM A SINGLE NUMBER (13) TO A RANGE (7-11); CLARIFIED LANGUAGE ON NUMBER OF DIRECTORS NEEDED FOR APPROVAL OF AN ACTION; REMOVED THE INDEPENDENT SECTION ON CONFLICT OF INTEREST AND REPLACED IT WITH A REFERENCE TO THE CURRENT CONFLICT OF INTEREST POLICY; ADDED SECTION ON REVIEW OF BYLAWS AT LEAST EVERY THREE YEARS. 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. OTHER FEES FORM 990, PART IX, LINE 11G LAND APPRAISAL FEES: PROGRAM SERVICE EXPENSES 28,176. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 28,176. ECOLOGICAL CONSULTING FEES: PROGRAM SERVICE EXPENSES 5,280. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,280. SURVEY & TITLE FEES: PROGRAM SERVICE EXPENSES 7,580. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,580. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN VALUE (IMPAIRMENT) -181,200.