THE LAND TRUST FOR SANTA BARBARA COUNTY: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE LAND TRUST FOR SANTA BARBARA COUNTY (EIN 95-3797404)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-04-14
- IRS object ID
- 202641049349301229
- Schema version
- 2024v5.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-14T10:38:43-07:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 770460195 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | McGilloway Ray Brown & Kaufman | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2511 Garden Road Suite A-180 | AddressLine1Txt |
| City | Monterey | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93940 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953797404 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LAND TRUST FOR SANTA BARBARA COUNTY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAND | BusinessNameControlTxt |
| Phone | 8059664520 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 91830 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93190 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Laurel Fisher Perez | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2026-04-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Patricia M Kaufman CPA | PreparerPersonNm |
| PTIN | P00312047 | PTIN |
| Phone | 8313733337 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Laurel Fisher Perez | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 91830 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93190 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,540,991 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SBLANDTRUST.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1982 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | To conserve natural resources, agricultural land and open spaces for present and future generations. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 25 | TotalEmployeeCnt |
| Total Volunteers | 275 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $20,592,484 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,260,510 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,212,100 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,990 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$95,465 | PYInvestmentIncomeAmt |
| CY Investment Income | $703,959 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$35,411 | PYOtherRevenueAmt |
| CY Other Revenue | -$12,546 | CYOtherRevenueAmt |
| PY Total Revenue | $21,673,708 | PYTotalRevenueAmt |
| CY Total Revenue | $12,961,913 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,672,880 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,014,475 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $37,473 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $73,463 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $482,907 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $19,399,105 | PYOtherExpensesAmt |
| CY Other Expenses | $2,885,736 | CYOtherExpensesAmt |
| PY Total Expenses | $21,109,458 | PYTotalExpensesAmt |
| CY Total Expenses | $4,973,674 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $564,250 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,988,239 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $23,381,413 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,321,358 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $249,349 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $166,871 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $23,132,064 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $29,154,487 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | To conserve natural resources, agricultural land and open spaces for present and future generations. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,249,041 | ExpenseAmt |
| Desc | Acquisition: We engage in the acquisition of conservation land and easement interests. We conduct general outreach within the county to potential transaction partners and landowners. We respond to landowner and agency inquiries and partner with other conservation organizations in furtherance of our mission. We seek conservation funding and match conservation transactions to appropriate funding sources. We follow the land trust alliance standards and practices for our transactions. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $732,790 | ExpenseAmt |
| Revenue | $9,990 | RevenueAmt |
| Desc | Education & Outreach: We engage in public education, land use, and interpretive programs in service to our mission. The Arroyo Hondo preserve hosts school and community group trips and is open to the public for free two weekends a month. We offer educational programs at Arroyo Hondo on topics such as birding, wildflowers, fire & stream ecology. We offer free community nature hikes and other guided activities at locations around the county year-round. We also offer opportunities to volunteer with the land trust in roles including preserve docent, hike guide, and restoration crew. We engage in collaborative efforts to understand community values and use a science-based landscape-scale approach to identify land conservation, stewardship, restoration, and open space access opportunities. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $524,194 | ExpenseAmt |
| Desc | Preserves: We conserve land in perpetuity for natural resource protection, preservation, of agriculture, and for recreation through conservation easement and fee title transactions. We own the following nature preserves: Carpinteria Salt Marsh Preserve, Arroyo Hondo Preserve, Coronado Butterfly Preserve and Hot Springs Canyon. In 2022, we purchased the Gaviota Overlook Property which has been added to the Arroyo Hondo Preserve. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $480,579 | ExpenseAmt |
| Desc | Stewardship: We maintain a perpetual obligation to ensure the public benefits of resource protection are upheld for each of our conservation easements and fee title properties. We conduct annual monitoring and compliance activities on all of our fee title and conservation easement properties to ensure the conservation values are preserved. We undertake restoration work on properties to repair or enhance habitat value. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $480,579 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $3,986,604 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | Yes (true) | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 20 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 25 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID WIRT | PersonNm |
| Phone | 8059664520 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 91830 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93190 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| Meredith Hendricks | |||||||
| Executive Dir. | 40.00 | 0.00 | Yes (X) | $274,122 | $0 | $10,183 | |
| Leslie Chan | |||||||
| Land Program Dir. | 40.00 | 0.00 | $111,927 | $0 | $13,394 | ||
| Devin Rothman | |||||||
| Land Conservation | 40.00 | 0.00 | $102,457 | $0 | $12,461 | ||
| Alison Petro | |||||||
| Land Stewardship | 40.00 | 0.00 | $101,774 | $0 | $12,784 | ||
| David Wirt | |||||||
| Finance Dir. | 40.00 | 0.00 | Yes (X) | $55,621 | $0 | $3,760 | |
| Laurel Fisher Perez | |||||||
| President | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Greg Parker | |||||||
| Vice President | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Ann Lippincott | |||||||
| Secretary | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Joe Weiland | |||||||
| Treasurer | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Emily Cotter | |||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Henry Glasheen | |||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Jim Hammock | |||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Valerie Hoffman | |||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Brad Lundgren | |||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Kenneth Marshall | |||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Maurie McGuire | |||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Bill O'Donnell | |||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Sheri Overall | |||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| James Phillippi | |||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Teresa Romero | |||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Ben Romo | |||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Jim Selbert | |||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Scott Van Der Kar | |||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $645,901 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $52,582 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Conservation Partners LLP | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5111 Telegraph Ave 311 | AddressLine1Txt |
| City | Oakland | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94609 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Legal Services | ServicesDesc |
| Compensation | $109,069 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $81,437 | MembershipDuesAmt |
| Fundraising | $255,690 | FundraisingAmt |
| Government Grants | $1,559,689 | GovernmentGrantsAmt |
| All Other Contributions | $10,363,694 | AllOtherContributionsAmt |
| Total Contributions | $12,260,510 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Program Revenue | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $9,990 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,990 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,990 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $488,134 | TotalRevenueColumnAmt |
| Exclusion | $488,134 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $27,122 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $27,122 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,122 | TotalRevenueColumnAmt |
| Exclusion | $27,122 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,744,485 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,528,660 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $215,825 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $215,825 | TotalRevenueColumnAmt |
| Exclusion | $215,825 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $10,750 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $255,690 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $50,418 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$39,668 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,961,913 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,990 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $731,081 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $443,042 | TotalAmt |
| Program Services | $280,775 | ProgramServicesAmt |
| Management And General | $114,933 | ManagementAndGeneralAmt |
| Fundraising | $47,334 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,273,358 | TotalAmt |
| Program Services | $1,050,542 | ProgramServicesAmt |
| Management And General | $7,680 | ManagementAndGeneralAmt |
| Fundraising | $215,136 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,508 | TotalAmt |
| Program Services | $136,724 | ProgramServicesAmt |
| Management And General | $9,809 | ManagementAndGeneralAmt |
| Fundraising | $27,975 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,567 | TotalAmt |
| Program Services | $95,565 | ProgramServicesAmt |
| Management And General | $8,552 | ManagementAndGeneralAmt |
| Fundraising | $19,450 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,328 | TotalAmt |
| Program Services | $114,394 | ProgramServicesAmt |
| Management And General | $2,934 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,550 | TotalAmt |
| Program Services | $300 | ProgramServicesAmt |
| Management And General | $57,250 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,463 | TotalAmt |
| Fundraising | $73,463 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,915 | TotalAmt |
| Management And General | $117,915 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $469,364 | TotalAmt |
| Program Services | $348,913 | ProgramServicesAmt |
| Management And General | $95,436 | ManagementAndGeneralAmt |
| Fundraising | $25,015 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,732 | TotalAmt |
| Program Services | $7,502 | ProgramServicesAmt |
| Fundraising | $230 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,419 | TotalAmt |
| Program Services | $7,775 | ProgramServicesAmt |
| Management And General | $108 | ManagementAndGeneralAmt |
| Fundraising | $1,536 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,541 | TotalAmt |
| Program Services | $86,475 | ProgramServicesAmt |
| Management And General | $8,144 | ManagementAndGeneralAmt |
| Fundraising | $16,922 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,493 | TotalAmt |
| Program Services | $94,431 | ProgramServicesAmt |
| Management And General | $7,421 | ManagementAndGeneralAmt |
| Fundraising | $14,641 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,975 | TotalAmt |
| Program Services | $19,710 | ProgramServicesAmt |
| Management And General | $6,476 | ManagementAndGeneralAmt |
| Fundraising | $1,789 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,815 | TotalAmt |
| Program Services | $7,180 | ProgramServicesAmt |
| Management And General | $5,306 | ManagementAndGeneralAmt |
| Fundraising | $8,329 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,993 | TotalAmt |
| Program Services | $32,191 | ProgramServicesAmt |
| Management And General | $11,802 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,803 | TotalAmt |
| Program Services | $42,389 | ProgramServicesAmt |
| Management And General | $27,018 | ManagementAndGeneralAmt |
| Fundraising | $396 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Acquisition | $1,427,004 | $1,427,004 | ||
| Improvements | $176,160 | $167,271 | $8,889 | |
| Dues & Fees | $51,869 | $40,501 | $516 | $10,852 |
| Printing & Mailings | $25,825 | $10,307 | $6,904 | $8,614 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,950 | TotalAmt |
| Program Services | $16,655 | ProgramServicesAmt |
| Management And General | $7,070 | ManagementAndGeneralAmt |
| Fundraising | $11,225 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,973,674 | TotalAmt |
| Program Services | $3,986,604 | ProgramServicesAmt |
| Management And General | $504,163 | ManagementAndGeneralAmt |
| Fundraising | $482,907 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,134 | BOYAmt |
| EOY | $51,941 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,159,892 | BOYAmt |
| EOY | $5,321,924 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $801,649 | BOYAmt |
| EOY | $490,120 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,417 | BOYAmt |
| EOY | $61,211 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,500 | BOYAmt |
| EOY | $68,797 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,482,128 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $204,090 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,035,493 | BOYAmt |
| EOY | $4,278,038 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,332,232 | BOYAmt |
| EOY | $18,173,723 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $864,096 | BOYAmt |
| EOY | $875,604 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,381,413 | BOYAmt |
| EOY | $29,321,358 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $225,472 | BOYAmt |
| EOY | $129,894 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,877 | BOYAmt |
| EOY | $36,977 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $249,349 | BOYAmt |
| EOY | $166,871 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,869,368 | BOYAmt |
| EOY | $15,978,207 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,262,696 | BOYAmt |
| EOY | $13,176,280 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,132,064 | BOYAmt |
| EOY | $29,154,487 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,381,413 | BOYAmt |
| EOY | $29,321,358 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $7,988,239 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $799,257 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$2,765,073 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,659,726 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,465,490 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,468,181 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,592,484 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,260,510 | CurrentTaxYearAmt |
| Total | $47,446,391 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,659,726 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,465,490 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,468,181 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,592,484 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,260,510 | CurrentTaxYearAmt |
| Total | $47,446,391 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $7,280,568 | SubstantialContributorsTotAmt |
| Public Support Total170 | $40,165,823 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $240,279 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $347,971 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $298,838 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $415,524 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $515,256 | CurrentTaxYearAmt |
| Total | $1,817,868 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $250,548 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,751 | CurrentTaxYearMinus2YearsAmt |
| Total | $262,299 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $49,526,558 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,222,090 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.81100 | PublicSupportCY170Pct |
| Public Support PY170 | 0.88760 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preservation Public Use | Yes (X) | PreservationPublicUseInd |
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Preservation Open Space | Yes (X) | PreservationOpenSpaceInd |
| Total Easements | 59 | TotalEasementsCnt |
| Total Acreage | 49 | TotalAcreageCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (true) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 50 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $480,579 | ExpensesIncurredEnforcementAmt |
| Section170h Rqr Stsfd | false | Section170hRqrStsfdInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,027,015 | BeginningYearBalanceAmt |
| Contributions | $410,090 | ContributionsAmt |
| Investment Earnings Or Losses | $962,878 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $245,136 | OtherExpendituresAmt |
| End Year Balance | $10,154,847 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,089,191 | BeginningYearBalanceAmt |
| Contributions | $465,660 | ContributionsAmt |
| Investment Earnings Or Losses | $773,985 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $301,821 | OtherExpendituresAmt |
| End Year Balance | $9,027,015 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,139,602 | BeginningYearBalanceAmt |
| Contributions | $671,130 | ContributionsAmt |
| Investment Earnings Or Losses | $496,882 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $218,423 | OtherExpendituresAmt |
| End Year Balance | $8,089,191 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,036,127 | BeginningYearBalanceAmt |
| Contributions | -$295,636 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,321,922 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $278,967 | OtherExpendituresAmt |
| End Year Balance | $7,139,602 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,484,147 | BeginningYearBalanceAmt |
| Contributions | $2,597,402 | ContributionsAmt |
| Investment Earnings Or Losses | $1,176,649 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $222,071 | OtherExpendituresAmt |
| End Year Balance | $9,036,127 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.82000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.14000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.04000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,018,418 | OtherCostOrOtherBasisAmt |
| Book Value | $4,018,418 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $201,471 | OtherCostOrOtherBasisAmt |
| Depreciation | $65,312 | DepreciationAmt |
| Book Value | $136,159 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $224,885 | OtherCostOrOtherBasisAmt |
| Depreciation | $134,061 | DepreciationAmt |
| Book Value | $90,824 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $37,354 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,717 | DepreciationAmt |
| Book Value | $32,637 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,278,038 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Deposits | Desc |
| Amt | $36,977 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $36,977 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $13,664,647 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $799,257 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $21,392 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $820,649 | RevenueNotReportedAmt |
| Revenue Subtotal | $12,843,998 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $117,915 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $117,915 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $12,961,913 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,877,151 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $21,392 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $21,392 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,855,759 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $117,915 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $117,915 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,973,674 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part II, Line 5: Summarized Policy | Monitoring & Inspection - The Land Trust monitors its easement properties regularly, at least annually, in a manner appropriate to the size and restrictions of each property, and keeps documentation such as records, updated photography and maps of each monitoring activity. Violations & Enforcement - the Stewardship director should report minor and major easement violations to the executive director as soon as possible after the site visit. If a minor violation, the executive director may authorize a corrective plan of action. The conservation director will track and report to the executive director when the violation has been corrected, and document the correction appropriately in the monitoring binder. If a major violation, then the executive director should notify the board president immediately. Major violations and subsequent follow-up actions will be reported to the land committee or board of trustees at the next meeting, with recommendations for further action as appropriate. In addition, the Land Trust maintains conservation easement insurance through non-profit terrafirma rrg, to help fund any actions that may be required to enforce compliance of easements or defend encroachments on property held in fee title by the Land Trust. |
| Part V, Line 4: Intended uses of the endowment fund. | The land trust holds numerous endowments to support the monitoring, maintenance of properties and fiscal health of the organization. Endowments are invested in accordance with the land trust's investment policies and are supplemented with each additional property or conservation easement we acquire. Our stewardship endowment may also be utilized as a legal defense fund for the enforcement of our conservation easements. |
| Part X : FIN48 Footnote | Financial accounting standards board's ASC 740-10, accounting for uncertainty in income taxes, prescribed a threshold for the financial statement recognition and measurement of a tax position taken of expected to be taken in a tax return. The land trust files tax returns in the U.S. Federal Jurisdiction and in the State of California. The Land Trust's tax returns from the year 2021 to the present remain subject to examination by the IRS for Federal tax purposes, and the tax years from 2020 to the present remain subject to examination by the State of California. Management has evaluated its tax positions for all jurisdictions in which the statue of limitation remains open and has determined that the Land Trust had taken no uncertain tax positions that require adjustment to the financial statements. The Land Trust is not aware of any activities that are subject to tax on unrelated business income, excise or other taxes. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | My Philanthropy Team LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 802 West K Street | AddressLine1Txt |
| City | Benicia | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94510 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Professional Fundraiser | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Retained By Contractor | $73,463 | RetainedByContractorAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $73,463 | TotalRetainedByContractorsAmt |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Picnic at the Preserve | Event1Nm |
| Gross Receipts Event1 | $266,440 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $255,690 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $10,750 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $23,884 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,475 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $25,059 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $266,440 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $255,690 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $10,750 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $23,884 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,475 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $25,059 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $50,418 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$39,668 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Meredith Hendricks | PersonNm |
| Title | Executive Dir. | TitleTxt |
| Base Compensation Filing Org | $274,122 | BaseCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $9,901 | DeferredCompensationFlngOrgAmt |
| Nontaxable Benefits Filing Org | $282 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $284,305 | TotalCompensationFilingOrgAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 1a: Relevant information in regards to selections on 1a. | FormAndLineReferenceDesc |
| Explanation | The organization co-owns a residence with its executive director, Meredith Hendricks. The fair market value of Ms. Hendricks use of the residence is treated as taxable compensation to Ms. Hendricks and included in her W-2 wages. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Meredith Hendricks | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Executive Direct | RelationshipDescriptionTxt |
| Transaction | $782,963 | TransactionAmt |
| Transaction | Co-owners of residence | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule L, Part V Supplemental Information | FormAndLineReferenceDesc |
| Explanation | SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTEREST PERSONS:A - NAME OF PERSON: MEREDITH HENDRICKSD - DESCRIPTION OF TRANSACTION: CO-OWNERS OF A RESIDENTIAL BUILDING WHICH MEREDITH HENDRICKS OCCUPIES, AND THE ORGANIZATION HAS A 60% OWNERSHIP IN THE RESIDENCE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, Line 11b | Management performs a detailed review of the form 990 prior to forwarding the tax return to the finance committee for its review. The board of trustees received the form 990 prior to filing the tax return with the internal revenue service. |
| Form 990, Part VI, Section B, Line 12c | The adopted conflict of interest policy requires annual written disclosure by every trustee, employee, and committee member who serves on a decision making committee. A disclosure form is sent to each person and returned and given to the president of the board of trustees. The president reviews each disclosure form and is responsible for informing each committee chair, and full board when appropriate of any potential conflicts of interest. Resolution of any identified conflict is documented in the board or committee minutes, with required recusal from discussion/deliberation, a formal resolution or other correspondence as appropriate to the nature of the conflict. During the course of the year when a new project or financial matter is presented to the board or a committee, members are asked at that time whether there is any conflict of interest and appropriate action is taken to mitigate or avoid participation in compliance with the policy. |
| Form 990, Part VI, Section B, Line 15a | The executive committee of the board of trustees reviews and establishes the compensation of the executive director. In establishing compensation, comparative data from the national land trust alliance compensation survey and the "compensation & benefits survey report" from fair pay for southern and northern California nonprofits was considered by the executive committee. The salary schedule is available to each member of the board of trustees upon request. In addition, the board considers the benefit package details offered by other organizations and the recommendations of an independent executive recruiting consultant. |
| Form 990, Part VI, Section B, Line 15b | The Executive Director reviews and establishes compensation of the top financial employee and key employees. In establishing compensation, comparative data from the national Land Trust Alliance compensation survey and the annual compensation and benefits survey from Fair Pay for Southern California Nonprofits is considered. Additionally, compensation and benefit offerings of other organizations is considered. |
| Form 990, Part VI, Section C, Line 18 | Those interested can also contact The Land Trust of Santa Barbara County at (805)966-4520 to request its governing documents, conflict of interest policy and financial statements. |
| Form 990, Part VI, Section C, Line 19 | Those interested can also contact The Land Trust of Santa Barbara County at (805)966-4520 to request its governing documents, conflict of interest policy and financial statements. |
| Form 990, Part XI, Line 9 | Impairment loss on conservation land = -$2765073 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hartnell Ranch LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 91830 | AddressLine1Txt |
| City | Santa Barbara | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93190 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 993270629 | EIN |
| Primary Activities | Land Conservation | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| End Of Year Assets | $59,589 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Land Trust for Santa Barbara County | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |