SONOMA LAND TRUST: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- SONOMA LAND TRUST (EIN 51-0197006)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-09
- IRS object ID
- 201133139349301873
- Schema version
- 2010v3.4
- 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 | 2011-11-09T11:36:54-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BURR PILGER MAYER INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 STONY POINT ROAD SUITE 210 | AddressLine1 |
| City | SANTA ROSA | City |
| State | CA | State |
| ZIP Code | 95401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510197006 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SONOMA LAND TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SONO | NameControl |
| Phone | 7075266930 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 966 SONOMA AVENUE | AddressLine1 |
| City | SANTA ROSA | City |
| State | CA | State |
| ZIP Code | 95404 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RALPH BENSON | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 7075266930 | Phone |
| Date Signed | 2011-11-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MAGA KISRIEV | Name |
| Phone | 7075444078 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | RALPH BENSON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 966 SONOMA AVENUE | AddressLine1 |
| City | SANTA ROSA | City |
| State | CA | State |
| ZIP Code | 95404 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 22549566 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SONOMALANDTRUST.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1976 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | PROTECT THE SCENIC, NATURAL, CULTURAL, AGRICULTURAL AND OPEN LANDSCAPES OF SONOMA COUNTY FOR THE BENEFIT OF THE COMMUNITY AND FUTURE GENERATIONS BY DEVELOPING LONG-TERM LAND PROTECTION STRATEGIES; PROMOTING PRIVATE AND PUBLIC FUNDING FOR LAND CONSERVATION; ACQUIRING LAND AND CONSERVATION EASEMENTS; PRACTICING STEWARDSHIP, INCLUDING THE RESTORATION OF CONSERVATION PROPERTIES; PROMOTING A SENSE OF PLACE AND A LAND ETHIC THROUGH ACTIVITIES, EDUCATION AND OUTREACH. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 19 | TotalNbrEmployees |
| Total Nbr Volunteers | 249 | TotalNbrVolunteers |
| Total Gross UBI | -796 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -796 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 22573741 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 20334769 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 745220 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 559168 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 503722 | InvestmentIncomePriorYear |
| Investment Income Current Year | 55003 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 288316 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 23822683 | TotalRevenuePriorYear |
| Total Revenue Current Year | 21237256 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1412620 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1547240 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 392057 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1219714 | OtherExpensePriorYear |
| Other Expenses Current Year | 1775256 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2632334 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3322496 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 21190349 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 17914760 | RevenuesLessExpensesCY |
| Total Assets BOY | 74348597 | TotalAssetsBOY |
| Total Assets EOY | 79464708 | TotalAssetsEOY |
| Total Liabilities BOY | 13542218 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 625447 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 60806379 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 78839261 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | PROTECT THE SCENIC, NATURAL, CULTURAL, AGRICULTURAL AND OPEN LANDSCAPES OF SONOMA COUNTY FOR THE BENEFIT OF THE COMMUNITY AND FUTURE GENERATIONS BY DEVELOPING LONG-TERM LAND PROTECTION STRATEGIES; PROMOTING PRIVATE AND PUBLIC FUNDING FOR LAND CONSERVATION; ACQUIRING LAND AND CONSERVATION EASEMENTS; PRACTICING STEWARDSHIP, INCLUDING THE RESTORATION OF CONSERVATION PROPERTIES; PROMOTING A SENSE OF PLACE AND A LAND ETHIC THROUGH ACTIVITIES, EDUCATION AND OUTREACH. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2269060 | Expense |
| Revenue | 559168 | Revenue |
| Description | ACQUISITION AND STEWARDSHIPBEGAN MANAGEMENT OF 5,630-ACRE JENNER HEADLANDS PROPERTY, A STUNNING COASTAL PROPERTY RICH IN FORESTLAND, WATERSHEDS, RARE COASTAL PRAIRIE AND WILDLIFE, ACQUIRED IN DECEMBER, 2009. BEGAN WORK ON COMPREHENSIVE INTEGRATED RESOURCE MANAGEMENT PLAN FOR THE PROPERTY INCLUDING BASELINE DOCUMENTATION, STUDY OF ALL NATURAL RESOURCES AND THEIR MANAGEMENT, PUBLIC ACCESS ISSUES, AND INFRASTRUCTURE IMPROVEMENTS. MANAGED 16 PROPERTIES COVERING OVER 16,000 ACRES TO PRESERVE THEIR NATURAL, OPEN SPACE, SCENIC, CULTURAL AND AGRICULTURAL RESOURCES.MONITORED 39 CONSERVATION EASEMENTS TO ENSURE THE TERMS OF THE EASEMENTS ARE UPHELD AND THE CONSERVATION VALUES ARE PROTECTED.ACQUIRED 213-ACRE NAPA COUNTY PORTION OF THE 575-ACRE LIVE OAKS RANCH PROPERTY, A WELL-PRESERVED AND SCENIC PROPERTY THAT REACHES THE CREST OF THE MAYACAMAS MOUNTAINS; CONDUCTED ACQUISITION FEASIBILITY STUDY FOR THAT PROPERTY AND ITS CONTIGUOUS 362-ACRE PARCEL IN SONOMA COUNTY. ACQUISITION OF THE SONOMA COUNTY PORTION IS ANTICIPATED IN 2011.ACQUIRED A 6-ACRE CONSERVATION EASEMENT ADJACENT TO SLT'S PITKIN MARSH PROPERTY IN WEST COUNTY, A SITE FOR RARE PLANTS. ACQUIRED A 420-ACRE CONSERVATION EASEMENT OVER BALD MOUNTAIN RANCH, A PROPERTY IN EASTERN SONOMA COUNTY AND WESTERN NAPA COUNTY WHICH LIES BETWEEN SUGARLOAF RIDGE STATE PARK AND CALABAZAS CREEK OPEN SPACE PRESERVE. TEAMED UP WITH GRADUATE STUDENTS TO CONDUCT BIOLOGICAL STUDIES OF SLT PROPERTIES, PROVIDED ENVIRONMENTAL EDUCATION OPPORTUNITIES FOR SCHOOLCHILDREN AND OFFERED PUBLIC HIKES.ENGAGED HUNDREDS OF PEOPLE IN THE COMMUNITY THROUGH OUTREACH, EDUCATION, HIKING, AND VOLUNTEERING OPPORTUNITIES THROUGHOUT THE YEAR. | Description |
| Total Program Service Expense | 2269060 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 1 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | 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 | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | 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 | 0 | 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 | 49 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 19 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| 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 |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | 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 | 1 | 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 | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | RALPH BENSON | NamePerson |
| Telephone Number | 7075266930 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 966 SONOMA AVENUE | AddressLine1 |
| City | SANTA ROSA | City |
| State | CA | State |
| ZIP Code | 95404 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (14 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| MARK JACOBSEN | |||||||
| CHAIRMAN | 3.00 | X | X | 0 | 0 | 0 | |
| PETER MATTSON | |||||||
| VICE CHAIR | 2.00 | X | X | 0 | 0 | 0 | |
| HARRY RICHARDSON MD | |||||||
| VICE CHAIR | 2.00 | X | X | 0 | 0 | 0 | |
| CAROL WILLIAMS | |||||||
| SECRETARY | 2.00 | X | X | 0 | 0 | 0 | |
| ROBERT BRENT | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| NEAL FISHMAN | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| KIRSTEN LINDQUIST | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| ALLISON SANFORD | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| WENDY SMIT | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| MARGARET SPAULDING | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| DENNY VAN NESS | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| RALPH BENSON | |||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 169440 | 0 | 15803 | ||
| PAUL DEMARCO | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | X | 93325 | 0 | 10337 | ||
| BEVERLY SCOTTLAND | |||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | 110000 | 0 | 15592 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 372765 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 41732 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Government Grants | 12947058 | GovernmentGrants |
| All Other Contributions | 7387711 | AllOtherContributions |
| Noncash Contributions | 1240690 | NoncashContributions |
| Total Contributions | 20334769 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PROJECT REVENUES AND F | Description |
| Business Code | 541900 | BusinessCode |
| Total Revenue Column | 559168 | TotalRevenueColumn |
| Related Or Exempt Function Income | 559168 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 559168 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 30914 | TotalRevenueColumn |
| Exclusion | $30,914 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 331180 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 41814 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 289366 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 289366 | TotalRevenueColumn |
| Unrelated Business Revenue | -796 | UnrelatedBusinessRevenue |
| Exclusion | $290,162 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1267689 | Securities |
| Other | 26896 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1240304 | Securities |
| Other | 30192 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 27385 | Securities |
| Other | -3296 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 24089 | TotalRevenueColumn |
| Exclusion | $24,089 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LOSS ON INS. POLICY | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | -1050 | TotalRevenueColumn |
| Exclusion | -$1,050 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | -1050 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 21237256 | TotalRevenueColumn |
| Related Or Exempt Function Income | 559168 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -796 | UnrelatedBusinessRevenue |
| Exclusion | $344,115 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 288905 | Total |
| Program Services | 174055 | ProgramServices |
| Management And General | 68932 | ManagementAndGeneral |
| Fundraising | 45918 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 961372 | Total |
| Program Services | 584079 | ProgramServices |
| Management And General | 223317 | ManagementAndGeneral |
| Fundraising | 153976 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42484 | Total |
| Program Services | 26332 | ProgramServices |
| Management And General | 8323 | ManagementAndGeneral |
| Fundraising | 7829 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 161406 | Total |
| Program Services | 83961 | ProgramServices |
| Management And General | 56544 | ManagementAndGeneral |
| Fundraising | 20901 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 93073 | Total |
| Program Services | 57928 | ProgramServices |
| Management And General | 20832 | ManagementAndGeneral |
| Fundraising | 14313 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61393 | Total |
| Management And General | 61393 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37190 | Total |
| Program Services | 35665 | ProgramServices |
| Management And General | 1525 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32439 | Total |
| Management And General | 32439 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20000 | Total |
| Management And General | 20000 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 670154 | Total |
| Program Services | 576554 | ProgramServices |
| Management And General | 53803 | ManagementAndGeneral |
| Fundraising | 39797 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18501 | Total |
| Program Services | 136 | ProgramServices |
| Management And General | 18329 | ManagementAndGeneral |
| Fundraising | 36 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16548 | Total |
| Program Services | 10846 | ProgramServices |
| Management And General | 3381 | ManagementAndGeneral |
| Fundraising | 2321 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28523 | Total |
| Program Services | 19251 | ProgramServices |
| Management And General | 5488 | ManagementAndGeneral |
| Fundraising | 3784 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37595 | Total |
| Program Services | 32839 | ProgramServices |
| Management And General | 2815 | ManagementAndGeneral |
| Fundraising | 1941 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24641 | Total |
| Program Services | 20787 | ProgramServices |
| Management And General | 2249 | ManagementAndGeneral |
| Fundraising | 1605 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10053 | Total |
| Program Services | 4935 | ProgramServices |
| Management And General | 4823 | ManagementAndGeneral |
| Fundraising | 295 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1064 | Total |
| Program Services | 620 | ProgramServices |
| Management And General | 294 | ManagementAndGeneral |
| Fundraising | 150 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57561 | Total |
| Program Services | 43997 | ProgramServices |
| Management And General | 8028 | ManagementAndGeneral |
| Fundraising | 5536 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52321 | Total |
| Program Services | 27365 | ProgramServices |
| Management And General | 10465 | ManagementAndGeneral |
| Fundraising | 14491 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| LAND RELATED EXPENSES | 399985 | 395167 | 2852 | 1966 |
| PROPERTY TAXES | 117235 | 117188 | 28 | 19 |
| PRINTING AND COPYING | 71481 | 6349 | 30906 | 34226 |
| MEALS AND ENTERTAINMENT | 40310 | 14032 | 8185 | 18093 |
| POSTAGE AND MAILING | 27244 | 4345 | 7028 | 15871 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51018 | Total |
| Program Services | 32629 | ProgramServices |
| Management And General | 9400 | ManagementAndGeneral |
| Fundraising | 8989 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3322496 | Total |
| Program Services | 2269060 | ProgramServices |
| Management And General | 661379 | ManagementAndGeneral |
| Fundraising | 392057 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2761069 | BOY |
| EOY | 7115313 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1878873 | BOY |
| EOY | 567095 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 176046 | BOY |
| EOY | 1263768 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49506 | BOY |
| EOY | 49506 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9667 | BOY |
| EOY | 24342 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1067307 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 132177 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 885647 | BOY |
| EOY | 935130 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3353483 | BOY |
| EOY | 2515889 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 512000 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65234306 | BOY |
| EOY | 66481665 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74348597 | BOY |
| EOY | 79464708 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 197306 | BOY |
| EOY | 339393 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 386078 | BOY |
| EOY | 282546 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12958834 | BOY |
| EOY | 3508 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13542218 | BOY |
| EOY | 625447 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53131641 | BOY |
| EOY | 71932920 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7674738 | BOY |
| EOY | 6906341 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60806379 | BOY |
| EOY | 78839261 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74348597 | BOY |
| EOY | 79464708 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 17914760 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 118122 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
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 | 1223258 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 15262684 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8050632 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 22573741 | CurrentTaxYearMinus1Year |
| Current Tax Year | 23387711 | CurrentTaxYear |
| Total | 70498026 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1223258 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 15262684 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8050632 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 22573741 | CurrentTaxYearMinus1Year |
| Current Tax Year | 23387711 | CurrentTaxYear |
| Total | 70498026 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 12147175 | AmountsSubstContributorsTotal |
| Public Support Total170 | 58350851 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 118933 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 116497 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 86265 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 65812 | CurrentTaxYearMinus1Year |
| Current Tax Year | 55003 | CurrentTaxYear |
| Total | 442510 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 70940536 | TotalSupport |
| Gross Receipts From Admissions Etc | 890348 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.82250 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.82580 | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 1 | GrantsOtherOrganizations |
| Grants Other Organizations | $20,000 | GrantsOtherOrganizationsAmount |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 20000 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF OTHER LOBBYING ACTIVITIES: | Identifier |
| Return Reference | PART II-B, LINE 1I: | ReturnReference |
| Explanation | CONTRIBUTION MADE TO: YES ON 21, CALIFORNIANS FOR STATE PARKS & WILDLIFE CONSERVATION SPONSORED BY CONSERVATION AND STATE PARKS ORGANIZATION (#1322009) 1100 11TH ST., SUITE 200 SACRAMENTO, CA 95814 MEASURE: PROPOSITION 21 - ESTABLISHES $18 ANNUAL VEHICLE LICENSE SURCHARGE TO HELP FUND STATE PARKS & WILDLIFE PROGRAMS STATEWIDE. | Explanation |
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 | 38 | TotalNumberOfEasements |
| Total Acreage | 6538.00 | TotalAcreage |
| Nmbr Easements Modified | 1 | NmbrEasementsModified |
| Nmbr States In Which Easements Held | 1 | NmbrStatesInWhichEasementsHeld |
| Written Policy Monitoring | 1 | WrittenPolicyMonitoring |
| Staff Hours Spent On Enforcement | 2400.00 | StaffHoursSpentOnEnforcement |
| Expenses Incurred For Enforcement | 106500 | ExpensesIncurredForEnforcement |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 437500 | OtherCostOrOtherBasis |
| Book Value | 437500 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 438790 | OtherCostOrOtherBasis |
| Depreciation | 54849 | Depreciation |
| Book Value | 383941 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 51436 | OtherCostOrOtherBasis |
| Depreciation | 2330 | Depreciation |
| Book Value | 49106 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 139581 | OtherCostOrOtherBasis |
| Depreciation | 74998 | Depreciation |
| Book Value | 64583 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 935130 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| CONSERVATION AND LAND EASEMENTS | 66453736 |
| DEPOSITS | 27929 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 66481665 | TotalBookValueOtherAssets |
| Total Revenue | 21237256 | TotalRevenue |
| Total Expenses | 3322496 | TotalExpenses |
| Excess Or Deficit For Year | 17914760 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 120947 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 12350 | DonatedServicesAndFacilities |
| Other | -$15,175 | OtherAmount |
| Total Adjustments | 118122 | TotalAdjustments |
| Excess Or Deficit Per FS | 18032882 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 21412367 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 120947 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 12350 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 133297 | RevenueNotRptdF990 |
| Revenue Subtotal | 21279070 | RevenueSubtotal |
| Other Revenues Not Included | -41814 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -41814 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 21237256 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3379485 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 56989 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 56989 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3322496 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 3322496 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF CHANGES TO CONSERVATION EASEMENTS: | PART II, LINE 3: | AN ADDITIONAL CONSERVATION EASEMENT WAS DONATED DURING 2010. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | SLT IS RECOGNIZED AS A PUBLIC CHARITY EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE, WHEREBY ONLY UNRELATED BUSINESS INCOME, AS DEFINED BY SECTION 512(A)(1) OF THE INTERNAL REVENUE CODE AND SIMILAR CODE SECTION OF THE CALIFORNIA REVENUE AND TAXATION CODE, IS SUBJECT TO INCOME TAX. SLT REVIEWS AND ASSESSES TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN AGAINST MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTES FOR FINANCIAL STATEMENT RECOGNITION. SLT'S POLICY FOR EVALUATING UNCERTAIN TAX POSITIONS IS A TWO-STEP PROCESS. THE FIRST STEP IS TO EVALUATE THE TAX POSITION FOR RECOGNITION BY DETERMINING IF THE WEIGHT OF AVAILABLE EVIDENCE INDICATES THAT IT IS MORELIKELY-THAN-NOT THAT THE POSITION WILL BE SUSTAINED UPON AUDIT, INCLUDING RESOLUTION OF RELATED APPEALS OR LITIGATIONS PROCESSES, IF ANY. THE SECOND STEP IS TO MEASURE THE TAX BENEFIT OR LIABILITY AS THE LARGEST AMOUNT THAT IS MORE THAN 50% LIKELY TO BE REALIZED OR INCURRED UPON SETTLEMENT. BASED ON AN ANALYSIS PREPARED BY THE SLT, IT WAS DETERMINED THAT THE TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN HAD NO MATERIAL EFFECT ON THE RECORDED TAX ASSETS AND LIABILITIES OF THE SLT. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INTEREST EXPENSE -41,814. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | IN-KIND MATERIALS 15,175. INTEREST EXPENSE 41,814. | |
| ACCOUNTING FOR CONSERVATION EASEMENTS ("SLT" = "SONOMA LAND TRUST") SEVERAL OF THE LAND HOLDINGS REQUIRE SLT TO ADHERE TO USE LIMITS AND MAINTENANCE REQUIREMENTS. IF THESE REQUIREMENTS ARE NOT MET BY SLT, THE PROPERTIES WOULD REVERT EITHER TO THE HEIRS OF THE DONOR OR OTHER LAND CONSERVANCY ORGANIZATIONS. ALSO, CERTAIN CONSERVATION LANDS HAVE BEEN PURCHASED USING GOVERNMENTAL FUNDS. SUCH FUNDS RESTRICT THE SALE AND DISPOSITION OF THE PROPERTY UNDER VARIOUS AGREEMENTS. ACCOUNTING POLICY - SLT ACQUIRES LAND IN FEE TITLE AND SIMULTANEOUSLY CONVEYS A CONSERVATION EASEMENT OVER THE PROPERTY TO A PUBLIC AGENCY OR NON-PROFIT ORGANIZATION FOR PERMANENT STEWARDSHIP OF THE EASEMENT. IN SUCH CIRCUMSTANCES, THE LAND IS HELD ON SLT'S BOOKS AT COST OR FAIR VALUE AS DESCRIBED ABOVE, LESS THE VALUE OF THE EASEMENT CONVEYED TO THE PUBLIC AGENCY. LAND GIFTS, ONCE VALUED, ARE RECORDED AS OTHER INCOME IN ACCOUNT 6850, REAL PROPERTY DONATIONS. EASEMENTS ACQUIRED BY SLT REPRESENT NUMEROUS RESTRICTIONS OVER THE USE AND DEVELOPMENT OF LAND NOT OWNED BY SLT. THESE EASEMENTS GENERALLY PROVIDE THAT THE LAND WILL BE MAINTAINED UNIMPAIRED IN ITS CURRENT NATURAL, AGRICULTURAL, SCENIC OR RECREATIONAL STATE. SINCE THE BENEFITS OF SUCH EASEMENTS ACCRUE TO THE PUBLIC UPON ACQUISITION, AND THE EASEMENT THEMSELVES HAVE NO MARKETABLE VALUE ONCE SEVERED FROM THE LAND AND HELD BY SLT, THE EASEMENTS ACQUIRED BY SLT ARE REFLECTED AT ZERO VALUE. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | RALPH BENSON | NamePerson |
| Base Compensation Filing Org | 169440 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 7763 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 8040 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 185243 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 35 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenues |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 240 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 13 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 111825 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Real Estate Other RealEstateOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 750000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (6 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | TOOLS/MATERIALS | 1 | 10343 | COST |
| X | SUPPLIES | 1 | 639 | COST |
| X | FOOD/WINE | 4 | 7090 | COST |
| X | DINNER TICKETS | 1 | 50 | COST |
| X | HOUSE IMPROVEMENTS | 1 | 356957 | COST |
| X | ESRI SOFTWARE | 1 | 3510 | SELLING PRICE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXUCUTIVE COMMITTEE HAS THE POWER AND AUTHORITY TO ACT AS THE FULL BOARD EXCEPT AS TO THOSE MATTERS RESERVED TO THE FULL BOARD UNDER ITS BYLAWS. THE EXECUTIVE COMMITTEE MEMBERS ARE ALSO MEMBERS OF THE BOARD, AND THEIR NAMES ANS TITLES ARE: 1) MARK JACOBSEN, CHAIR 2) PETE MATTSON, 1ST VICE CHAIRMAN, 3) HARRY RICHARDSON, 2ND VICE CHAIRMAN 4) CAROL WILLIAMS,SECRETARY | |
| FORM 990, PART VI, SECTION B, LINE 11 | MANAGEMENT OVERSEES THE PREPARATION OF THE FORM 990, AND REVIEWS ITS CONTENT IN DETAIL. A FINAL DRAFT IS TURNED OVER TO THE AUDIT COMMITTEE OF THE BOARD FOR THEIR REVIEW PRIOR TO DISEMINATION TO MEMBERS OF THE BOARD OF DIRECTORS. THE FINAL VERSION IS SENT, VIA EMAIL OR BY HARD COPY, TO ALL BOARD MEMBERS. SHORTLY THEREAFTER (WITHIN ONE WEEK) THE FORM 990 IS THEN FILED WITH THE IRS. | |
| CONFLICTS INVOLVING BOARD MEMBERS, THE EXECUTIVE DIRECTOR AND THE CHIEF FINANCIAL OFFICER 1) DISCLOSURE UPON HIRING, ELECTION OR APPOINTMENT. UPON OR BEFORE ELECTION, HIRING OR APPOINTMENT, EACH BOARD MEMBER AND STAFF MEMBER WILL SIGN A STATEMENT ACKNOWLEDGING THAT THEY HAVE READ AND UNDERSTOOD THE POLICY AND THEIR DUTY TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST AS THEY ARISE. THIS ACKNOWLEDGEMENT WILL BE REAFFIRMED ANNUALLY, IN THE COURSE OF MEETINGS OR ACTIVITIES, BOARD AND STAFF MEMBERS WILL DISCLOSE ANY INTERESTS IN A TRANSACTION OR DECISION WHERE THEY, THEIR FAMILY AND/OR SIGNIFICANT OTHER, EMPLOYER OR CLOSE ASSOCIATES WILL RECEIVE A BENEFIT OR GAIN. 2) STEPS IN EVALUATING POTENTIAL CONFLICTS. WHEN AN SLT PRINCIPAL THINKS HE OR SHE MAY HAVE AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST OR THE APPEARANCE OF A CONFLICT OF INTEREST, THE SLT PRINCIPAL SHALL DISCLOSE ALL MATERIAL FACTS TO THE CHAIRMAN OF THE BOARD AND/OR THE EXECUTIVE DIRECTOR. IF FOLLOWING SUCH A DISCUSSION THE PERSON WITH WHOM THE BOARD MEMBER OR OFFICER SPOKE BELIEVES THERE MAY BE A CONFLICT OF INTEREST AND THE SLT PRINCIPAL WISHES TO PROCEED WITH THE TRANSACTION OR DECISION, THE ISSUE SHALL BE BROUGHT BEFORE THE FULL BOARD OR A COMMITTEE THEREOF APPOINTED FOR SUCH PURPOSE IF THE FULL BOARD IS UNABLE TO MEET. THE SLT PRINCIPAL SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE: (I) IF THE TRANSACTION OR DECISION IS IN SLTS BEST INTEREST AND FOR SLT'S BENEFIT; (II) IF THE TRANSACTION IS FAIR AND REASONABLE TO SLT; AND (III) WHETHER OR NOT SLT WILL ENTER INTO THE TRANSACTION OR DECISION. IF THE BOARD OR COMMITTEE (WITH THE PERSON IN QUESTION NOT VOTING) CONCLUDES THAT PROCEEDING WITH THE TRANSACTION OR DECISION WOULD IN ANY WAY BE DETRIMENTAL TO THE INTEREST OF SLT, THE SLT PRINCIPAL SHALL EITHER (A) NOT PROCEED WITH THE TRANSACTION OR DECISION, OR (B) RESIGN FROM THE BOARD OR HIS OR HER POSITION OF EMPLOYMENT. CONFLICTS INVOLVING OTHER EMPLOYEES OR VOLUNTEERS WHEN A VOLUNTEER OR AN EMPLOYEE OTHER THAN THE EXECUTIVE DIRECTOR AND CHIEF FINANCIAL OFFICER THINKS HE OR SHE MAY HAVE A CONFLICT OF INTEREST OR THERE IS THE POTENTIAL FOR A SITUATION WHERE THERE MAY BE AN APPEARANCE OF A CONFLICT OF INTEREST, SUCH PERSON SHALL DISCUSS THE ISSUE WITH THE EXECUTIVE DIRECTOR. THE EXECUTIVE DIRECTOR SHALL DECIDE ON THE APPROPRIATE RESOLUTION OF THE TRANSACTION OR DECISION CONSISTENT WITH THE BEST INTEREST OF SLT, ITS BYLAWS AND APPLICABLE LAWS. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE GOVERNING BOARD OF DIRECTORS, MADE UP ENTIRELY OF INDEPENDENT MEMBERS, REVIEWED AND APPROVED THE COMPENSATION OF THE EXECUTIVE DIRECTOR. THEY RESEARCHED THE COMPENSATION OF THE CHIEF EXECUTIVE OF OTHER SIMILAR ORGANIZATIONS, AND LOOKED AT SALARY DATA FROM WEBSITES. THEY DOCUMENTED THEIR DELIBERATIONS AND DECISIONS OF THE BOARD MEETING WHERE THE DETERMINATION AND APPROVAL WAS MADE. | FORM 990, PART VI, SECTION B, LINE 15A | |
| GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 120,947. DONATED SERVICES AND USE OF FACILITIES: 12,350. IN-KIND EXPENSES -15,175. TOTAL TO FORM 990, PART XI, LINE 5: 118,122. | FORM 990, PART XI, LINE 5: |
| NO CHANGE IN THE AUDIT COMMITTEE'S OVERSIGHT PROCESS. | FORM 990, PART XII, LINE 2C |
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