2026-04-28T15:36:30-07:00 2025-06-30 770460195 McGilloway Ray Brown & Kaufman 2511 Garden Road Suite A-180 Monterey CA 93940 990 2024-07-01 942473415 Big Sur Land Trust BIGS 8316255523 509 Hartnell Street Monterey CA 93940 Jeannette Tuitele-Lewis CEO 2026-04-28 true true Patricia M Kaufman CPA P00312047 8313733337 2024 2025-03-06 01:10:19Z Jeannette Tuitele-Lewis 509 Hartnell Street Monterey CA 93940 21229911 false X www.bigsurlandtrust.org X 1978 CA Big Sur Land Trusts mission is to inspire love of land across generations, conservation of our unique Monterey County landscapes, and access to outdoor experiences for all. Since 1978, we have conserved over 40,000 acres throughout the county. 15 15 34 167 0 20128662 15552199 143552 37266 2793924 1998391 130902 166401 23197040 17754257 313562 157170 0 2954965 3220736 0 545567 1643304 2416477 4911831 5794383 18285209 11959874 77353024 92412433 4346205 5119452 73006819 87292981 X The mission of the Big Sur Land Trust is to inspire love of the land and conservation of our treasured landscapes. false false 1348514 39456 15437 Stewardship - Big Sur Land Trust (BSLT) expends funds and initiates community partnerships to be effective stewards of both the BSLT's protected acreage as well as other important public and private lands. BSLT provides a high standard of stewardship for our ecological, cultural and scenic features that define the character of our properties and contribute to our natural and cultural heritage. Stewardship includes care of the facilities and amenities that ensure a high quality visitor experience; the standard of care balances ecological health and human use of the land. Approximately 100,000 people benefited. 1132584 Community - Funds are utilized to facilitate local community projects on the central coast relating to protection and conservation of significant lands. In addition, local conservation sites are being utilized to promote healthy communities by providing meaningful outdoor experiences for local youth and other groups in order to enhance the connection of people with the land. Planning and development of a new community park in Salinas, CA. Approximately 100,000 people benefited. 1030749 112669 21829 Planning and Conservation - Investigation and assessment of properties for possible acquisition such as Basin Ranch, Hiss Parcel, and a percentage interest of Martin Dunes. Examples of investigation and assessment include but are not limited to title and legal review, minerals assessment, habitat assessment, legal document drafting, and other research and transaction negotiation activities. Work towards the restoration of habitats, floodplains and other environmentally sensitive landscapes including Carr lake and the Carmel River. 503705 3514 Communications - The goal of the organization's communications effort is to introduce the Big Sur Land Trust's updated mission and vision to the widest possible audience to increase donations, membership, volunteer-ism and conservation advocacy. 381954 1531 Land and easement acquisitions and preservation - over 44,784 acres have been protected since 1978, of which, 6,954 acres are currently held in conservation easements; 9,830 acres currently held in fee title and over 28,000 acres where the trust has facilitated the transfer of privately held land into protective public and nonprofit ownership. Approximately 100,000 people benefited. 885659 5045 4397506 true true false true false false true false false true true false false true true true true false false false false false false false true false false true false true false false false false false false false false false false false false false false false false false true 44 0 true 34 true false false false false false false false 0 false false false false false false false X 15 15 false false false false false false false true true false false true true true true true true true true false CA X X The Organization 8316255523 509 Hartnell Street Monterey CA 93940 Jeannette Tuitele-Lewis CEO 40.00 0.00 X 227528 0 55284 Peter Eigen CFO/COO 40.00 0.00 X 155000 0 6598 Rachel Saunders Dir. Conservation 40.00 0.00 140637 0 14880 Katharine L Mitchell-Mehle Dir. Philanthropy 40.00 0.00 141985 0 7356 Patrick Riparetti Dir. Stewarship 40.00 0.00 128896 0 19698 Barbara Utter Controller 40.00 0.00 122722 0 24820 Todd Farrington Dir. Comm. Program 40.00 0.00 101172 0 23362 Hans Buder Term End 12/24 2.00 0.00 X 0 0 0 Jim Andrasick Treasurer 2.00 0.00 X 0 0 0 Krista Hanni PhD Trustee 5.00 0.00 X X 0 0 0 Carmen Gil Trustee 2.00 0.00 X 0 0 0 Adrienne Laurent Trustee 2.00 0.00 X 0 0 0 Rich Hamilton Trustee 2.00 0.00 X 0 0 0 Yuri Anderson Trustee 2.00 0.00 X 0 0 0 Mark Boitano Vice-Chair 5.00 0.00 X X 0 0 0 Joel Hernandez Laguna Trustee 2.00 0.00 X 0 0 0 Lorraine Yglesiaa Trustee 2.00 0.00 X 0 0 0 Will Lewallen PhD Chair 5.00 0.00 X X 0 0 0 Sue Storm Trustee 2.00 0.00 X 0 0 0 Dan Lee Trustee 2.00 0.00 X 0 0 0 Kate McKinna Trustee 2.00 0.00 X 0 0 0 Pinney Allen Trustee 2.00 0.00 X 0 0 0 Andrea Manzo Secretary 5.00 0.00 X X 0 0 0 1017940 151998 7 false true false Robert A Bothman Inc 2690 Scott Blvd Santa Clara CA 95050 Construction 10061439 River Partners 580 Vallombrosa Ave Chico CA 95926 Restoration Planting 850828 Balance Hydrologics Inc 800 Bancroft Way Ste 101 Berkeley CA 94710 Environmental Consult 692076 Felice Consulting Services PO BOX 1119 Hollister CA 95024 Construction Mgr 649187 Odin Environmental Solutions LLC 2091 Douglas Blvd Ste 300 Roseville CA 95661 Construction 8430580 269812 30400 11343545 4178254 9677 15552199 Administration Fees 561000 15112 15112 Insurance Reimbursement 900099 6717 6717 Mitigation Services 900099 15437 15437 37266 857446 857446 0 0 196944 46152 150792 150792 150792 2265265 2270218 2142666 1251872 122599 1018346 1140945 -233526 1374471 29762 30400 34964 -5202 -5202 0 2264 2264 2264 Other Revenue 900099 18547 18547 18547 17754257 -196260 2398318 X 157170 157170 0 0 0 467045 203628 110219 153198 0 2267796 1712426 365606 189764 96081 73374 15285 7422 187360 146160 31222 9978 202454 144417 34343 23694 0 56232 56232 40841 1159 39682 18500 18500 0 121085 121085 1125090 1030467 1715 92908 0 47479 29157 4045 14277 115873 102936 1623 11314 0 124380 108397 6989 8994 49210 42757 1466 4987 0 50279 44113 914 5252 0 0 111252 99294 4662 7296 191809 94755 91220 5834 Repairs & maintenance 195894 192166 1385 2343 Food & service 41148 41148 Conservation Improvements 37716 37696 20 Other expense 29199 12568 10140 6491 60490 48986 9689 1815 5794383 4397506 851310 545567 1297875 358221 11250801 5956146 1803665 4255698 1392 9645 0 0 0 0 56922 82509 19645793 1063086 3935383 18582707 22334966 26361861 0 0 0 36672020 36805646 77353024 92412433 889765 2979202 3414971 129787 2000000 41469 10463 4346205 5119452 X 39304467 54687099 33702352 32605882 73006819 87292981 77353024 92412433 X 11959874 2179847 146441 X false true X true false X 1664530 5177559 7605597 20128662 15552199 50128547 0 0 1664530 5177559 7605597 20128662 15552199 50128547 633838 49494709 510807 554937 835232 864389 1054390 3819755 0 45983 27655 44775 39004 48309 205726 54154028 341242 0.91400 0.89330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false 18500 18500 5775883 5794383 439719 109930 false 360197 436312 395592 439719 1631820 2447730 18000 18500 36500 90049 109078 98898 109930 407955 611933 X X X X 37 69 6 1 true 80 69577 true 11346482 150000 1459632 162803 12793311 9427211 745368 1343043 169140 11346482 8690409 150000 983930 397128 9427211 10811796 150000 -1805483 465904 8690409 8435275 150000 2567749 341228 10811796 0.01000 0.64000 0.35000 false false false 324786 324786 1229402 501625 727777 2598669 143266 2455403 371131 304503 66628 15121805 113692 15008113 18582707 Assets held for split-interest trusts 1384881 Deposits 1011276 Elliot Trust Receivable 907962 Land held for preservation 32993764 Resid int in irrev charitable remain tr 500000 Right of use asset 7763 36805646 Lease Liability 7763 Security Deposits 2700 10463 X 20046533 2179847 40921 192594 2413362 17633171 121085 1 121086 17754257 5760371 40921 46153 87074 5673297 121085 1 121086 5794383 Part II, Line 5: Summarized Policy It is the policy of Big Sur Land Trust to only acquire and hold for consideration those lands or interests in land that contain resources or conservation values that the land trust determines to be of real benefit to the public.The Land Trust shall proactively manage and monitor all lands and conservation easements that it acquires for the long-term benefit of the local communities where those lands are situated, emphasizing long-term ecological health of the land and associated resources. Prior to acquisition, the land trust will assess and document the resources and conservation values of concern and will project the reasonable on-going management, monitoring and enforcement costs thereof; the trust will determine a means of endowing these stewardship costs. The land trust will undertake appropriate due diligence regarding title and liability issues prior to acquisition, including assessment for hazardous materials or conditions, visual inspection for adverse interests of claims, title insurance and surveys when appropriate. Part II, Line 9: Organization Reporting of conservation easements. The trust periodically receives or purchases conservation easements which limit the allowable uses of the related property to open space uses consistent with the trust's mission. Contributed conservation easements received are recorded as easement contributions based on the estimated value given up by the land owner by restricting the use of the property with an easement. Because of donor restrictions, contributed conservation easements and conservation easements purchased with restricted donations bear no future benefit to the trust and are therefore expensed as land and easements conveyed in the year they are acquired. In connection with the transfer or sale of land to governmental agencies, the trust may retain a conservation easement on the land. Because these easements bear no future financial benefit to the trust, they are not recorded on the trust's statement of financial position. The trust capitalizes the cost of purchased easements only when they are expected to be sold or otherwise result in some future financial benefit to the trust. There were no capitalized conservation easements as of June 30, 2025. Part V, Line 4: Intended uses of the endowment fund. The organization's endowment funds are used for the acquisition, restoration and stewardship of lands and waters in California Central Coast Region. Part X : FIN48 Footnote Accounting principles generally accepted in the United States of America provide accounting and disclosure guidance about positions taken by an organization in its tax returns that might be uncertain. Management has considered its tax positions and believes that all of the positions taken by the Trust in its federal and state tax returns are more-likely-than-not to be sustained upon examination. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 Valuation adj. to split interest trusts $146441 rental expense $46153 Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S rounding $1 Part XII, Line 2d: Other expenses and losses per audited F/S rental expense $46153 Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S rounding $1 false Race for Open Space 60162 30400 29762 550 4147 2353 580 27334 60162 30400 29762 550 4147 2353 580 27334 34964 -5202 true California Council of Land Tr 1029 J Street Ste 120 Sacramento CA 95814 010826246 105000 0 Earth Advocacy Program Community Fndtn Monterey Co 2354 Garden Rd Monterey CA 93940 941615897 501 (c) (3) 10000 0 Improve parking at Pt Lobos reserve Esselen Tribe Monterey County PO BOX 95 Carmel Valley CA 93924 825246660 501 (c) (3) 35000 0 Meade Capacity Building Grant 2 1 Grantmaker's Description of How Grants are Used Grantees are selected and approved by the CEO and COO. Detailed records of disbursements/expenses are kept in the Finance office. X true true X X X false false false false false false false false false Jeannette Tuitele-Lewis CEO 227528 12052 43232 282812 Peter Eigen CFO/COO 155000 6500 98 161598 Rachel Saunders Dir. Conservation 140637 7032 7848 155517 Part I, Line 1a: Relevant information in regards to selections on 1a. BSLT entered into an "Equity Sharing and Tenancy in Common Agreement" with its President/CEO, Jeannette Tuitele-Lewis, wherein BSLT and Jeannette each purchased 50% of a single family home which serves as her residence. Upon termination of employment, BSLT has the right to repurchase Jeannette's 50% interest at the then-market value as determined by appraisal. Agreement was implemented in February of 2018.The fair market value of the use of the residence is treated as taxable compensation and included in her W-2 wages. Part III, Additional Information BSLT entered into an "Equity Sharing and Tenancy in Common Agreement" with its President/CEO, Jeannette Tuitele-Lewis, wherein BSLT and Jeannette each purchased 50% of a single family home which serves as her residence. Upon termination of employment, BSLT has the right to repurchase Jeannette's 50% interest at the then-market value as determined by appraisal. Agreement was implemented in February of 2018.The fair market value of the use of the residence is treated as taxable compensation and included in her W-2 wages. Jeannette Tuitele-Lewis CEO 519131 50% in real estate false Schedule L, Part V Supplemental Information BSLT entered into an "Equity Sharing and Tenancy in Common Agreement" with its President/CEO, Jeannette Tuitele-Lewis, wherein BSLT and Jeannette each purchased 50% of a single family home which serves as her residence. Upon termination of employment, BSLT has the right to repurchase Jeannette's 50% interest at the then-market value as determined by appraisal. Agreement was implemented in February of 2018. Form 990, Part VI, Section B, Line 11b Form 990 is prepared by an independent accounting firm and initially reviewed by BSLTs Chief Operating Officer and the audit committee. Any changes will be discussed and the document revised, if necessary, shall be electronically submitted, with the audit committee's recommendation for approval, to the entire board of trustees for their review and approval. Once approved by the board, the final form 990 is submitted to the IRS. Form 990, Part VI, Section B, Line 12c The BSLTs Board of Directors regularly and consistently monitors and enforces compliance with the written conflict of interest policy annually. Each board trustee, committee member and employee is required to read and sign an updated conflict of interest statement each year. Form 990, Part VI, Section B, Line 15a Board of Trustees Executive Committee oversees gathering information (outside salary surveys, informal queries of other land trusts, HR professionals) and determining the compensation of the CEO and COO. Form 990, Part VI, Section B, Line 15b The CEO and COO set salary ranges and determine compensation and adjustments for key employees. Form 990, Part VI, Section C, Line 18 The organizations Form 990 is available on its website at www.bigsurlandtrust.org/financials Form 990, Part VI, Section C, Line 19 All documents are available for viewing in the organization's office or upon request. Form 990, Part XI, Line 9 Valuation adjustment to split interest trusts = $146441