2012-05-14T14:08:40-00:00 2011-12-31 THOMSON AND COMPANY PLLC PO BOX 28190 BELLINGHAM WA 98228 990 2011-01-01 911785342 LUMMI ISLAND HERITAGE TRUST LUMM 3607587997 PO BOX 158 LUMMI ISLAND WA 982621158 MARGARET LARSON 2012-05-14 true SUSAN THOMSON-SINES 3607343939 2012-05-14 X 2011 2016-02-24 21:20:13Z STEPHAN SCHNEIDER PO BOX 158 LUMMI ISLAND WA 98262 168435 false X www.liht.org X 1997 WA TO CREATE A LEGACY OF ABUNDANT OPEN SPACE, NATIVE HABITAT, AND NATURAL RESOURCES ON LUMMI ISLAND BY INSPIRING PEOPLE TO PROTECT AND CARE FOR THE ISLANDS FARMS, FORESTS, WETLANDS, AND SHORELINES FOREVER. 10 10 3 0 85113 159296 0 1322 1583 4976 3797 91411 164676 0 0 86478 93543 0 13433 42356 34804 128834 128347 -37423 36329 5489572 5690901 165000 5489572 5525901 X TO CREATE A LEGACY OF ABUNDANT OPEN SPACE, NATIVE HABITAT, AND NATURAL RESOURCES ON LUMMI ISLAND BY INSPIRING PEOPLE TO PROTECT AND CARE FOR THE ISLANDS FARMS, FORESTS, WETLANDS, AND SHORELINES FOREVER. false false 27245 EXTERNAL EDUCATIONAL OUTREACH ABOUT VOLUNTARY LAND CONSERVATION TOOLS INCLUDING PUBLICATION OF NEWSLETTERS DISTRIBUTED TO OVER 1600 HOUSEHOLDS INFORMATIONAL BROCHURES, WEB SITES, FIELD TRIPS, SLIDE SHOWS, WORKSHOPS, COMMUNITY EVENTS ON OUR PROPERTIES, AND PRIVATE MEETINGS WITH LAND OWNERS 42014 EASEMENTS AND ACQUISITIONS EFFORTS TO CONSERVE LAND THROUGH PURCHASE OR DONATION OF LAND AND CONSERVATION EASEMENTS. IN 2011, LAUNCHED A CAPITAL CAMPAIGN TO RAISE FUNDS TO PURCHASE AND PROTECT 10 ACRES OF LAND IN A TARGETED AREA KNOWN AS THE OTTO PRESERVE. IN 2011, THE TRUST PURCHASED THE FEE INTEREST IN ONE 5 ACRE PARCEL OF LAND, RECEIVED ONE DONATED CONSERVATION EASEMENT ON 13 ACRES OF PRIVATE LAND, RAISED FUNDS TO COMPLETE A CAPITAL CAMPAIGN, AND CONTINUED WORKING WITH VARIOUS LANDOWNERS WISHING TO VOLUNTARILY PROTECT THEIR PRIVATE LAND WITH CONSERVATION EASEMENTS 22787 STEWARDSHIP THE TRUST OVERSEES AND MONITORS ITS FEE LANDS AND CONSERVATION EASEMENT PROPERTIES TO PROTECT NATURAL HABITAT AND CONSERVATION RESOURCES. MONITORING VISITS ARE CONDUCTED AT EACH PROPERTY AND REPORTS ARE FILED ON AN ANNUAL BASIS. AT YEAR END 2011, THE TRUST OWNED 278 ACRES OF LAND AS PRESERVES AND HELD 16 CONSERVATION EASEMENTS COVERING AND ADDITIONAL 221 ACRES 10135 102181 true true false false false true false false true true false false false false true false false false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false true 0 0 3 true false false false false false false true true false false false false false false false false false X 10 10 false false true false false false false true true false false true true true true true true true false false WA X X REBECCA RETTMER 3607587997 PO BOX 158 LUMMI ISLAND WA 98262 REBECCA RETTMER 040.00 X X 43517 0 0 STEPHAN SCHNEIDER 001.00 X 0 0 0 JANICE HOLMES 001.00 X 0 0 0 MARGARET LARSON 001.00 X 0 0 0 JOAN MOYE 001.00 X 0 0 0 PETER HODGES 001.00 X 0 0 0 MICHAEL SKEHAN 001.00 X 0 0 0 KENT NIELSEN 001.00 X 0 0 0 JYL PETERSON 001.00 X 0 0 0 MARY BETH WATKINS 001.00 X 0 0 0 ROBERT SORENSON 001.00 X 0 0 0 43517 false false false 40599 10659 108038 1 159296 1583 7691 3759 3932 -135 164676 0 0 0 0 54397 43517 4896 5984 0 31539 25232 2838 3469 0 0 7607 6085 685 837 0 697 697 3400 2000 700 700 0 0 996 846 130 20 0 2104 1880 214 10 0 0 2093 1675 188 230 457 410 47 0 714 714 0 0 4218 3827 391 5122 3090 2032 TELEPHONE 1836 1469 165 202 REPAIRS AND MAINTENANCE 404 219 145 40 POSTAGE/PRINTING/PUBLICATIONS 7044 5550 45 1449 TAXES/DUES 4804 4715 50 39 915 255 207 453 128347 102181 12733 13433 31654 50843 952076 911186 93192 243993 2787 2469 4505465 24055 4408863 4481410 1000 1000 5489572 5690901 165000 0 165000 X 580741 535366 600372 613308 4308459 4377227 5489572 5525901 5489572 5690901 36329 X false false false X false X 2294238 360289 311260 85113 163228 3214128 2294238 360289 311260 85113 163228 3214128 3214128 13405 5101 1501 1322 1583 22912 3237040 0.99290 0.83950 X 0.00000 0.00000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 16 221.00 1 true 232.00 2250 true false 125350 790 126140 124902 448 125350 124902 354 125256 0.81000 0.19000 false false false 4413265 4413265 92200 24055 68145 4481410 LOAN PAYABLE X 2 THE TRUST IS A TAX-EXEMPT CORPORATION UNDER SEC 501C3 OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAX ON EARNINGS ASSOCIATED IWTH ITS EXEMPT PURPOSE. UNRELATED BUSINESS INCOME IS TAXED AT REGULAR CORPORATE RATES. THE TRUST HAS NO UNRELATED BUSINESS INCOME.DURING 2009, THE TRUST ADOPTED GUIDANCE IN FASB ASC 740-10, REGARING THE REPORTING OF UNCERTAINTY IN INCOME TAXES. THE IMPLEMENTATION OF THIS HAS HAD NO IMPACT ON THE TRUSTS FINANCIAL STATEMENTS. X 2 REFLECT ANY UNCERTAIN TAX POSITIONS. THE TRUSTS ACCOUNTING POLICY REQUIRES RECORDING A LIABILITY FOR UNCERTAIN TAX POSITIONS WHEN IT IS PROBABLE THAT A LOSS HAS BEEN INCURRED AND THE AMOUNT CAN REASONABLY ESTIMATED. THE TRUST CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORATATIVE RULINGS IN DETERMINING TRANSACTIONS TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS. X 1 1 BOARD POLICY false true false Form 990 Part VI 4 THE LAND TRUST UPDATED ITS BYLAWS DURING 2011 Form 990 Part VI 11b THE TRUST BOARD REVIEWS A COPY OF THE 990 PRIOR TO THE FILING DATE WITH THE IRS. Form 990 Part VI 12b CONFLICTS OF INTEREST ARE DISCLOSED ANNUALLY AND MONITORED BY THE BOARD OF DIRECTORS. Form 990 Part VI 15a THE BOARD REVIEWS SALARIES OF SIMILAR POSITIONS AND REVIEWS NATIONAL, REGIONAL AND LOCAL WAGE DATA TO DECIDE APPROPRIATE SALARY LEVEL. Form 990 Part VI 19 THE TRUST MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. Form 990 Part III Program Service Accomplishments Line 4d Other Activities Program Service Expenses 10,135, Grants and allocations 0, Revenue 0 IOTHER PROGRAM SERVICES PREPARE BOARD, STAFF AND VOLUNTEERS TO IMPLEMENT TRUST DUTIES AND EDUCATE OUR COMMUNITY AND CONSTITUENTS. PARTICIPATION IN CONFERENCES, WORKSHOPS, ON-SITE TRAININGS, AND NATIONAL AND STATEWIDE ASSOCIATIONS. THE TRUST CONTINUED WORKING TOWARD BECOMING AN ACCERDITED LAND TRUST THROUGH THE LAND TRUST ALLIANCE ACCREDITATION COMMISSION AND COMMITTED TO FILING AN ACCREDITATION APPLICATION IN SEPTEMBER 2012. Form 990, Part III, Line 4d Program Service Expenses 10,135, Grants and allocations 0, Revenue 0 IOTHER PROGRAM SERVICES PREPARE BOARD, STAFF AND VOLUNTEERS TO IMPLEMENT TRUST DUTIES AND EDUCATE OUR COMMUNITY AND CONSTITUENTS. PARTICIPATION IN CONFERENCES, WORKSHOPS, ON-SITE TRAININGS, AND NATIONAL AND STATEWIDE ASSOCIATIONS. THE TRUST CONTINUED WORKING TOWARD BECOMING AN ACCERDITED LAND TRUST THROUGH THE LAND TRUST ALLIANCE ACCREDITATION COMMISSION AND COMMITTED TO FILING AN ACCREDITATION APPLICATION IN SEPTEMBER 2012. Form 990 Part VI Section A Line 4 THE LAND TRUST UPDATED ITS BYLAWS DURING 2011 Form 990 Part VI Section B Line 11b THE TRUST BOARD REVIEWS A COPY OF THE 990 PRIOR TO THE FILING DATE WITH THE IRS. Form 990 Part VI Section B Line 12b CONFLICTS OF INTEREST ARE DISCLOSED ANNUALLY AND MONITORED BY THE BOARD OF DIRECTORS. Form 990 Part VI Section B Line 15a THE BOARD REVIEWS SALARIES OF SIMILAR POSITIONS AND REVIEWS NATIONAL, REGIONAL AND LOCAL WAGE DATA TO DECIDE APPROPRIATE SALARY LEVEL. Form 990 Part VI Section C Line 19 THE TRUST MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST.