Civic Intelligence

Placer Land Trust

990 • Fiscal year 2019 • EIN 68-0223143

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 01, 2019

Organization Profilewww.placerlandtrust.org

View Organization Page

11641 Blocker DriveAuburn, CA 95603

(530) 887-9222

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

18th percentile

0.04x

Higher debt load relative to assets than 18% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

49th percentile

0.35x

Higher debt load relative to revenue than 49% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Net Margin

98th percentile

86%

Higher net margin than 98% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

10th percentile

$128,836

Higher top officer pay than 10% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Asset Growth

67th percentile

10%

Faster asset growth than 67% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Revenue Growth

92nd percentile

54%

Faster revenue growth than 92% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$82,226,607

Up $7,513,915 (+10%) from 2018

Net Assets

Up

$79,297,575

Up $7,469,816 (+10%) from 2018

Liabilities

Up

$2,929,032

Up $44,099 (+1.5%) from 2018

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin98th percentile

Revenue

Up

$8,295,712

Up $2,904,841 (+54%) from 2018

Expenses

Down

$1,148,778

Down $13,110 (-1.1%) from 2018

Net Income

Up

$7,146,934

Up $2,917,951 (+69%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150M$100M$50M$0Assets 2015: $69,480,313Liabilities 2015: $3,836,038Net Assets 2015: $65,644,2752015Assets 2016: $68,986,961Liabilities 2016: $2,517,611Net Assets 2016: $66,469,3502016Assets 2017: $70,608,382Liabilities 2017: $2,625,015Net Assets 2017: $67,983,3672017Assets 2018: $74,712,692Liabilities 2018: $2,884,933Net Assets 2018: $71,827,7592018Assets 2019: $82,226,607Liabilities 2019: $2,929,032Net Assets 2019: $79,297,5752019Assets 2020: $84,453,858Liabilities 2020: $4,297,057Net Assets 2020: $80,156,8012020Assets 2021: $91,360,177Liabilities 2021: $4,586,287Net Assets 2021: $86,773,8902021Assets 2022: $90,375,925Liabilities 2022: $4,354,868Net Assets 2022: $86,021,0572022Assets 2023: $94,551,753Liabilities 2023: $4,720,134Net Assets 2023: $89,831,6192023Assets 2024: $103,685,644Liabilities 2024: $3,317,608Net Assets 2024: $100,368,0362024

Highlighted filing

2019

Assets$82,226,607
Liabilities$2,929,032
Net Assets$79,297,575
Open 2019 Filing

Operations Trend

Revenue Growth92nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0Revenue 2015: $1,241,075Expenses 2015: $961,575Net Income 2015: $279,5002015Revenue 2016: $2,243,999Expenses 2016: $1,002,723Net Income 2016: $1,241,2762016Revenue 2017: $1,779,591Expenses 2017: $928,717Net Income 2017: $850,8742017Revenue 2018: $5,390,871Expenses 2018: $1,161,888Net Income 2018: $4,228,9832018Revenue 2019: $8,295,712Expenses 2019: $1,148,778Net Income 2019: $7,146,9342019Revenue 2020: $3,408,590Expenses 2020: $1,284,591Net Income 2020: $2,123,9992020Revenue 2021: $6,012,681Expenses 2021: $1,384,643Net Income 2021: $4,628,0382021Revenue 2022: $3,868,231Expenses 2022: $1,673,535Net Income 2022: $2,194,6962022Revenue 2023: $4,426,680Expenses 2023: $1,597,284Net Income 2023: $2,829,3962023Revenue 2024: $10,313,886Expenses 2024: $2,279,980Net Income 2024: $8,033,9062024

Highlighted filing

2019

Revenue$8,295,712
Expenses$1,148,778
Net Income$7,146,934
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 1, 2019
Return Version
2018v3.1
Gross Receipts
$25,866,756
Mission and Program Overview

Mission

LAND CONSERVATION

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$9,170,533$10,781,520▲ $1,610,987
Savings and Temporary Cash Investments$611,442$601,235▼ $10,207
Other Notes and Loans Receivable, Net$280,000$280,000→ $0
Land, Buildings, and Equipment, Net$111,381$91,022▼ $20,359
Accounts Receivable$5,520$20,000▲ $14,480
Prepaid Expenses and Deferred Charges$5,202$11,152▲ $5,950
Cash and Non-Interest-Bearing Accounts$985$709▼ $276
Total Assets$74,712,692$82,226,607▲ $7,513,915
Other Assets Total$64,527,629$70,440,969▲ $5,913,340
Liabilities
Other Liabilities$1,904,000$1,904,000→ $0
Accounts Payable and Accrued Expenses$938,289$981,552▲ $43,263
Deferred Revenue$38,801$41,001▲ $2,200
Mortgage Notes Payable Secured by Investment Property$3,843$2,479▼ $1,364
Total Liabilities$2,884,933$2,929,032▲ $44,099
Net Assets / Fund Balance
Permanently Rstr Net Assets$63,655,098$70,517,710▲ $6,862,612
Temporarily Rstr Net Assets$6,451,159$5,343,945▼ $1,107,214
Unrestricted Net Assets$1,721,502$3,435,920▲ $1,714,418
Total Net Assets Fund Balance$71,827,759$79,297,575▲ $7,469,816
Total Liabilities and Net Assets / Fund Balance$74,712,692$82,226,607▲ $7,513,915

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$78,391$77,293$155,684
Other Land Buildings$12,631$33,598$46,229
Land$0--
Other Assets Org$37,532,146--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$2,111,870$1,155,605▲ $168,306$12,035$3,423,746
2018$1,583,856$462,600▲ $78,981$13,567$2,111,870
2017$1,195,132$285,987▲ $106,482$3,745$1,583,856
2016$1,013,134$192,927▼ $7,066$3,863$1,195,132
2015$1,014,788$100▼ $444$1,310$1,013,134
Compensation and Service Providers
Top Officer Pay10th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeff DarlingtonExecutive DirectorFT$125,084$3,752$128,836

Board Members and Trustees

NameTitle
Fred YeagerPresident
Rich FerreriaVice President
Amy EubankDirector
Barbara BrennerDirector
Christine PieperDirector
Doug HoustonDirector
John MarinDirector
Karen KeeneDirector
Jim Haagen-smitSecretary
Robert GilliomTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,676,761
Program Service Revenue
$3,441,005
Investment Income
$113,314
Other Revenue
$64,632
All Other Contributions
$2,206,761
Change in Net Assets
$7,146,934

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Qualified Contrib Other3$937,000Estimated Fair Market Value (FMV)
Other Non Cash Contri Table3$3,370Estimated Fair Market Value (FMV)
Securities Publicly Traded25$497Estimated Fair Market Value (FMV)
Total Noncash Contributions31$940,867-

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,224,177
Revenue Not Reported on Financial Statements
$71,535
Revenue Not Reported on Form 990
$322,877
Total Revenue per Audited Statements
$8,547,054
Total Revenue per Form 990
$8,295,712
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$774,847
Other Expenses$373,931
Total Fundraising Expense$69,977
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$426,247$74,973$36,224$537,444
Current Officers, Directors, Trustees, and Key Employees$99,204$17,449$8,431$125,084
Fees for Service Investment Mgmnt Fees$0$71,535$0$71,535
Payroll Taxes$39,710$6,985$3,375$50,070
Occupancy$39,006$6,861$3,315$49,182
Fees for Services Accounting$25,315$23,244$0$48,559
Other Employee Benefits$35,536$6,251$3,020$44,807
Fees for Services Other$36,546$125$0$36,671
Other Expenses$27,062$0$0$27,062
Office Expenses$16,389$1,478$3,516$21,383
Depreciation Depletion$14,715$5,650$0$20,365
Pension Plan Contributions$13,833$2,433$1,176$17,442
All Other Expenses$4,750$4,430$6,704$15,884
Fees for Services Legal$12,110$1,225$0$13,335
Insurance$9,162$1,611$779$11,552
Conferences and Meetings$8,319$466$414$9,199
Information Technology$5,587$983$475$7,045
Travel$2,932$634$297$3,863
Total Functional Expenses$850,198$228,603$69,977$1,148,778

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,148,778
Expenses per Audited Statements$1,077,236
Total Expenses per Audited Statements$1,077,236
Expenses Not Reported on Financial Statements$71,542
Other Expense Adjustments$7
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$95,636
Fundraising Direct Expenses$31,004
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Conservator$95,636$95,636$2,725$92,911
Total Events$95,636$95,636$31,004$64,632
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Other Agencies$1,904,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Placer Land Trust
EIN
68-0223143
Phone
5308879222
Address
11641 BLOCKER DRIVE, AUBURN, CA 95603

Signing Officer

Name
Fred Yeager
Title
President
Phone
5308879222
Signed
2019-10-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeff Darlington
Formed
1991
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
9
Volunteers
200

Preparer

Firm
Michael Shimizu CPA
Address
433 GLADSTONE CT, ROSEVILLE, CA 95747-6468
Preparer
Michael Shimizu
Phone
9169103439
Supplemental Narrative

Additional Explanations

Pt XII, Line 2C

“No change in the oversight process this year.”

Pt VI, Line 11B

“A draft of the form 990 is made available to the board of directors before it is filed.”

Pt VI, Line 12C

“All members of the board of directors complete an annual questionnaire to monitor compliance with the organization's conflict of interest policy.”

Pt VI, Line 15A

“The board of directors completes an annual evaluation of the executive director's performance with input from various sources, including staff, organization volunteers, and supporters of the organization. The board of directors compares compensation to compensation of similar organization as is available. The board of directors discusses proposed adjustments and votes on a compensation amount. These discussions are documented in minutes.”

Pt VI, Line 18

“The organization makes its form 990 and related documents available to the public upon request.”

Pt VI, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Financial Statement Notes

Pt II, Line 9

“The organization capitalizes conservation easements in its financial statements. Easements are capitalized at acquisition cost (including pre-acquisition expenses) while contributed easements are capitalized at their estimated fair market value at the date of acquisition.”

Pt II, Line 5

“The organization has a written policy that it will monitor the legal compliance of easements in accordance with each easement agreement. The policy includes steps for monitoring, inspection, and enforcement of provisions.”

Pt II, Line 3

“NO CHANGES”

Pt V, Line 4

“Endowment funds are used to fund land conservation activities as specified by donor restriction or designation by the board of directors.”

Pt XI, Line 2D

“EVENT DIRECT EXPENSES”

Pt XII, Line 2D

“EVENT DIRECT EXPENSES”

Pt XII, Line 4B

“ROUNDING”

Pt XI, Line 2D

“ROUNDING”

Raw XML AppendixShowing 400 of 664 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0THE PRIMARY FUNCTION OF PLACER LAND TRUST (PLT) IS TO PROTECT AGRICULTURAL AND NATURAL LAND FOR PUBLIC BENEFIT IN THE PLACER COUNTY REGION THROUGH ACQUISITION AND MANAGEMENT OF LAND AND/OR CONSERVATION EASEMENTS. OVER THIS FISCAL YEAR PLT HAS PROTECTED AN ADDITIONAL 1,515 ACRES THROUGH FIVE PROJECTS, BRINGING THE CUMULATIVE TOTAL OF LAND PROTECTED TO OVER 11,000 ACRES. HIGHLIGHTS OF THE YEAR INCLUDE THE FOLLOWING CONSERVATION PROJECTS 1) ANTONIO MOUNTAIN RANCH PRESERVE 794 ACRES OF GRASSLAND AND VERNAL POOLS NEAR LINCOLN, CA PROVIDING WETLAND AND THREATENED SPECIES HABITAT, 2) LAURSEN BEAR RIVER PRESERVE 361 ACRES OF OAK WOODLAND ALONG THE BEAR RIVER NORTH OF AUBURN, CA EXPANDING A BLOCK OF NEARLY 8,000 ACRES OF PROTECTED LAND COVERING ABOUT SIX MILES OF THE BEAR RIVER, 3) OEST RANCH LONE STAR PRESERVE 314 ACRES OF OAK WOODLAND AND GRASSLAND NORTH OF AUBURN, THE FINAL PHASE OF PROTECTING AN ENTIRE 940 ACRE HISTORIC OEST RANCH.
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IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
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IRS990/PrincipalOfficerNm0Jeff Darlington
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IRS990/ProgSrvcAccomActy2Grp/Desc0HABITAT STEWARDSHIP AND ENHANCEMENT-PLACER LAND TRUST ACTIVELY MANAGES PROPERTIES IT OWNS TO ENSURE PUBLIC BENEFIT IS PROTECTED FOR NOW AND FOREVER. WHERE AND WHEN CONDITIONS AND FUNDING ALLOW, WE WORK TO ENHANCE THE PUBLIC VALUE OF OUR PROPERTIES BY RESTORING WILDLIFE HABITAT, CONTROLLING NON-NATIVE INVASIVE WEEDS, REDUCING FUEL LOADS, IMPROVING PUBLIC ACCESS, ETC. FOR EXAMPLE, WE OWN VERNAL POOL PRESERVES IN WESTERN PLACER COUNTY INCLUDING DOTY RAVINE AND SWAINSONS' GRASSLAND PRESERVES, ON WHICH WE PROTECT ENDANGERED SPECIES, CONTROL NON-NATIVE INVASIVE SPECIES, RESTORE AND ENHANCE VERNAL POOL AND ASSOCIATED HABITAT, REDUCE FUEL LOADS, AND CONDUCT EDUCATIONAL TOURS.
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IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
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IRS990/ProgSrvcAccomActy3Grp/Desc0WE BELIEVE THAT TIME SPENT IN NATURE GREATLY IMPROVES QUALITY OF LIFE AND RESEARCH SUPPORTS ITS MANY HEALTH BENEFITS. WE FOCUS ON CREATING OPPORTUNITIES THAT INCREASE ACCESS TO THE OUTDOORS ON OUR PRESERVES, INCLUDING 1) BUILDING OF TRAILS FOR HIKING, RUNNING, MOUNTAIN BIKING, AND HORSEBACK RIDING; 2) VOLUNTEER DOCENT-LED HIKES AND TOURS; AND 3) LAND STEWARDSHIP ACTIVITIES SUCH AS SCOTCH BROOM CLEARING, TREE PLANTING, OR TRAIL MAINTENANCE. OUR OUTREACH EFFORTS ARE PRIMARILY VOLUNTEER-LED, AND TARGETED TO YOUNG PEOPLE AS WELL AS THE GENERAL PUBLIC. IN FY19, OVER 800 PEOPLE PARTICIPATED IN 52 HIKES, OUTDOOR CLASSES, AND OTHER ACTIVITIES ON OUR PRESERVES.
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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$82,226,607
Liabilities
$2,929,032
Net assets
$79,297,575
Revenue
$8,295,712
Expenses
$1,148,778
Net income
$7,146,934
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$104$3.32$100$10.3$2.28$8.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$94.6$4.72$89.8$4.43$1.60$2.83
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$90.4$4.35$86.0$3.87$1.67$2.19
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$91.4$4.59$86.8$6.01$1.38$4.63
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$84.5$4.30$80.2$3.41$1.28$2.12
2019Detailed filing. Detailed filing data is available for this year.$82.2$2.93$79.3$8.30$1.15$7.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$74.7$2.88$71.8$5.39$1.16$4.23
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$70.6$2.63$68.0$1.78$0.93$0.85
2016Detailed filing. Detailed filing data is available for this year.$69.0$2.52$66.5$2.24$1.00$1.24
2015Detailed filing. Detailed filing data is available for this year.$69.5$3.84$65.6$1.24$0.96$0.28