SOUTH EAST ALASKA LAND TRUST: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SOUTH EAST ALASKA LAND TRUST (EIN 92-0156402)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-12
- IRS object ID
- 201233179349301468
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-12T10:59:16-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 920127098 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELGEE REHFELD MERTZ LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9309 GLACIER HWY STE B-200 | AddressLine1 |
| City | JUNEAU | City |
| State | AK | State |
| ZIP Code | 99801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 920156402 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHEAST ALASKA LAND TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SOUT | NameControl |
| Phone | 9075863100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 119 SEWARD STREET NO 2 | AddressLine1 |
| City | JUNEAU | City |
| State | AK | State |
| ZIP Code | 99801 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FRANK RUE III | Name |
| Title | BOARD TREASURER | Title |
| Phone | 9075863100 | Phone |
| Date Signed | 2012-11-05 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT L REHFELD | Name |
| PTIN | P00104959 | PTIN |
| Phone | 9077893178 | Phone |
| Date Prepared | 2012-11-05 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | FRANK RUE III | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 119 SEWARD STREET NO 2 | AddressLine1 |
| City | JUNEAU | City |
| State | AK | State |
| ZIP Code | 99801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 769944 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | HTTP://WWW.SOUTHEASTALASKALANDTRUST.ORG/ | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1995 | YearFormation |
| State Legal Domicile | AK | StateLegalDomicile |
| Activity Or Mission Description | PLACE VALUABLE HABITAT, RECREATION, HISTORIC AND OPEN SPACE LANDS UNDER CONSERVATION PROTECTIONS BY HOLDING CONSERVATION EASEMENTS OR FEE SIMPLE TITLE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 9 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | NbrIndependentVotingMembers |
| Total Nbr Employees | 5 | TotalNbrEmployees |
| Total Nbr Volunteers | 3 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 82647 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 144875 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 995417 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 582878 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 44574 | InvestmentIncomePriorYear |
| Investment Income Current Year | 42191 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 7752 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1130390 | TotalRevenuePriorYear |
| Total Revenue Current Year | 769944 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 14798 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 104017 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 115563 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 6556 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1795680 | OtherExpensePriorYear |
| Other Expenses Current Year | 127779 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1899697 | TotalExpensesPriorYear |
| Total Expenses Current Year | 258140 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -769307 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 511804 | RevenuesLessExpensesCY |
| Total Assets BOY | 5300324 | TotalAssetsBOY |
| Total Assets EOY | 5745914 | TotalAssetsEOY |
| Total Liabilities BOY | 3102 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 13535 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 5297222 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 5732379 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 177910 | Expense |
| Grants | 14798 | Grants |
| Revenue | 582878 | Revenue |
| Description | 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 29292 | Expense |
| Description | 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | 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. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 207202 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 1 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 5 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 5 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 9 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9075863100 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 119 SEWARD STREET NO 2 | AddressLine1 |
| City | JUNEAU | City |
| State | AK | State |
| ZIP Code | 99801 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (10 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| JON TILLINGHAST | ||||||
| BOARD PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| MIKE GRUMMETT | ||||||
| BOARD VICE PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| MELINDA LAMB | ||||||
| BOARD SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| FRANK RUE | ||||||
| BOARD TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| PATRICIA HARRIS | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JIM KING | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| CRAIG LINDH | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MIKE MAUSETH | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ROMAN MOTYKA | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DIANE MAYER | ||||||
| EXECUTIVE DIRECTOR | 20.00 | X | 46193 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 46193 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Government Grants | 70808 | GovernmentGrants |
| All Other Contributions | 74067 | AllOtherContributions |
| Noncash Contributions | 38000 | NoncashContributions |
| Total Contributions | 144875 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| FEES IN LIEU REVENUE | 900099 | 571642 | 571642 |
| FEES IN LIEU REVENUE A | 900099 | 11236 | 11236 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 582878 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 42191 | TotalRevenueColumn |
| Exclusion | $42,191 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 769944 | TotalRevenueColumn |
| Related Or Exempt Function Income | 582878 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $42,191 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14798 | Total |
| Program Services | 14798 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46193 | Total |
| Program Services | 23193 | ProgramServices |
| Management And General | 22250 | ManagementAndGeneral |
| Fundraising | 750 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59679 | Total |
| Program Services | 45498 | ProgramServices |
| Management And General | 10874 | ManagementAndGeneral |
| Fundraising | 3307 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9691 | Total |
| Program Services | 6270 | ProgramServices |
| Management And General | 3048 | ManagementAndGeneral |
| Fundraising | 373 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 100 | Total |
| Program Services | 100 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3090 | Total |
| Program Services | 2111 | ProgramServices |
| Management And General | 798 | ManagementAndGeneral |
| Fundraising | 181 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8787 | Total |
| Program Services | 8787 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 77812 | Total |
| Program Services | 77812 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14639 | Total |
| Program Services | 8335 | ProgramServices |
| Management And General | 4898 | ManagementAndGeneral |
| Fundraising | 1406 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7960 | Total |
| Program Services | 5780 | ProgramServices |
| Management And General | 1803 | ManagementAndGeneral |
| Fundraising | 377 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3940 | Total |
| Program Services | 3940 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3231 | Total |
| Program Services | 2358 | ProgramServices |
| Management And General | 711 | ManagementAndGeneral |
| Fundraising | 162 | Fundraising |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LAND TRANSACTIONS | Description |
| Total | 8220 | Total |
| Program Services | 8220 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 258140 | Total |
| Program Services | 207202 | ProgramServices |
| Management And General | 44382 | ManagementAndGeneral |
| Fundraising | 6556 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 66423 | BOY |
| EOY | 25153 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4772250 | BOY |
| EOY | 5241044 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37583 | BOY |
| EOY | 18104 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 6708 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 6130 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 578 | BOY |
| EOY | 578 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 423490 | BOY |
| EOY | 461035 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5300324 | BOY |
| EOY | 5745914 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3102 | BOY |
| EOY | 13535 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3102 | BOY |
| EOY | 13535 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 91010 | BOY |
| EOY | 58785 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5206212 | BOY |
| EOY | 5673594 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5297222 | BOY |
| EOY | 5732379 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5300324 | BOY |
| EOY | 5745914 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 511804 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -76647 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 0 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 80337 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 40435 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 180093 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 82647 | CurrentTaxYearMinus1Year |
| Current Tax Year | 144875 | CurrentTaxYear |
| Total | 528387 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 80337 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 40435 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 180093 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 82647 | CurrentTaxYearMinus1Year |
| Current Tax Year | 144875 | CurrentTaxYear |
| Total | 528387 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 528387 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 50298 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 38916 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 52489 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 44574 | CurrentTaxYearMinus1Year |
| Current Tax Year | 42191 | CurrentTaxYear |
| Total | 228468 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 756855 | TotalSupport |
| Gross Receipts From Admissions Etc | 7636778 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.69810 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.66390 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preservation For Public Use | X | PreservationForPublicUse |
| Protection Of Natural Habitat | X | ProtectionOfNaturalHabitat |
| Preservation Of Open Space | X | PreservationOfOpenSpace |
| Total Number Of Easements | 11 | TotalNumberOfEasements |
| Total Acreage | 2976.00 | TotalAcreage |
| Nmbr Hist Struct Easements | 0 | NmbrHistStructEasements |
| Nmbr Hist Struct Easements After | 0 | NmbrHistStructEasementsAfter |
| Nmbr Easements Modified | 0 | NmbrEasementsModified |
| Nmbr States In Which Easements Held | 1 | NmbrStatesInWhichEasementsHeld |
| Written Policy Monitoring | 1 | WrittenPolicyMonitoring |
| Staff Hours Spent On Enforcement | 250.00 | StaffHoursSpentOnEnforcement |
| Expenses Incurred For Enforcement | 19357 | ExpensesIncurredForEnforcement |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 423490 | BeginningOfYearBalance |
| Contributions | 35514 | Contributions |
| Investment Earnings Or Losses | 6290 | InvestmentEarningsOrLosses |
| Other Expenditures | 19000 | OtherExpenditures |
| Administrative Expenses | 1680 | AdministrativeExpenses |
| End Of Year Balance | 444614 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 266615 | BeginningOfYearBalance |
| Contributions | 143678 | Contributions |
| Investment Earnings Or Losses | 31498 | InvestmentEarningsOrLosses |
| Other Expenditures | 13800 | OtherExpenditures |
| Administrative Expenses | 4501 | AdministrativeExpenses |
| End Of Year Balance | 423490 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 127318 | BeginningOfYearBalance |
| Contributions | 123924 | Contributions |
| Investment Earnings Or Losses | 25963 | InvestmentEarningsOrLosses |
| Other Expenditures | 8200 | OtherExpenditures |
| Administrative Expenses | 2390 | AdministrativeExpenses |
| End Of Year Balance | 266615 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 168861 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -34769 | InvestmentEarningsOrLosses |
| Other Expenditures | 5002 | OtherExpenditures |
| Administrative Expenses | 1772 | AdministrativeExpenses |
| End Of Year Balance | 127318 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6708 | OtherCostOrOtherBasis |
| Depreciation | 6130 | Depreciation |
| Book Value | 578 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 578 | TotalOfBookValueLandBuildings |
| Total Revenue | 769944 | TotalRevenue |
| Total Expenses | 258140 | TotalExpenses |
| Excess Or Deficit For Year | 511804 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -8324 | NetUnrealizedGLOnInvestments |
| Prior Period Adjustments | -323 | PriorPeriodAdjustments |
| Other | -$68,000 | OtherAmount |
| Total Adjustments | -76647 | TotalAdjustments |
| Excess Or Deficit Per FS | 435157 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 693620 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -8324 | NetUnrealizedGainsInvestments |
| Other Revenues | -68000 | OtherRevenues |
| Revenue Not Rptd F990 | -76324 | RevenueNotRptdF990 |
| Revenue Subtotal | 769944 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 769944 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 258140 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 258140 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 258140 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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: | 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 8 - OTHER ADJUSTMENTS: | CHANGE IN VALUE (IMPAIRMENT) -68,000. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE (IMPAIRMENT) -68,000. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIENDS OF THE JENSEN-OLSEN ARBORETUM | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23035 GLACIER HIGHWAY | AddressLine1 |
| City | JUNEAU | City |
| State | AK | State |
| ZIP Code | 99801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 272917330 | EINOfRecipient |
| IRC Section | 501C3 | IRCSection |
| Amount Of Cash Grant | 14798 | AmountOfCashGrant |
| Purpose Of Grant | SUPPORT FOR OPERATIONS | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THESE "GRANT" FUNDS ARE USED TO SUPPORT OPERATIONS AT THE JENSEN-OLSON ARBORETUM, A PROPERTY ON WHICH THE SOUTHEAST ALASKA LAND TRUST HOLDS A CONSERVATION EASEMENT. ALL FUND EXPENDITURES MUST BE IN SUPPORT OF ARBORETUM OPERATIONS AND SPENT IN MANNER WHICH IS ALLOWABLE UNDER THE TERMS OF THE CONSERVATION EASEMENT. THE TRUST CONDUCTS ANNUAL SITE VISITS (OR MORE FREQUENTLY AS MY BE NEEDED) TO MONITOR ARBORETUM ACTIVITIES. ARBORETUM STAFF PROVIDES WRITTEN NOTICE OF NEW OR CHANGED ARBORETUM OPERATIONS. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JAMES KING | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | CURRENT BOARD MEMBER | Relationship |
| Amount Of Transaction | 30000 | AmountOfTransaction |
| Description Of Transaction | LAND PURCHASE | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Real Estate Other RealEstateOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 38000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRASIAL | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -8,324. PRIOR PERIOD ADJUSTMENTS: -323. CHANGE IN VALUE (IMPAIRMENT) -68,000. TOTAL TO FORM 990, PART XI, LINE 5: -76,647. | CHANGES IN NET ASSETS OR FUND BALANCES: |
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