Civic Intelligence

Lummi Island Heritage Trust

EIN 91-1785342 • 501(c)3 • Lummi Island, WA

Profile

To create a legacy of abundant open space, native habitat, and natural resources on Lummi Island by inspiring people to protect and care for the island's farms, forests, wetlands, and shorelines forever.

PO Box 158Lummi Island, WA 98262

www.liht.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

8th percentile

0.00x

Higher debt load relative to assets than 8% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

13th percentile

0.02x

Higher debt load relative to revenue than 13% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

81st percentile

30%

Higher net margin than 81% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

45th percentile

3.6%

Faster asset growth than 45% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

4th percentile

-56%

Faster revenue growth than 4% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$10,972,232

Up $385,887 (+3.6%) from 2023

Liabilities

Down

$8,600

Down $12,618 (-59%) from 2023

Net Assets

Up

$10,963,632

Up $398,505 (+3.8%) from 2023

Operations
Liabilities / Revenue13th percentileNet Margin81st percentile

Revenue

Down

$500,694

Down $638,001 (-56%) from 2023

Expenses

Down

$352,166

Down $363,783 (-51%) from 2023

Net Income

Down

$148,528

Down $274,218 (-65%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2010: $5,489,558Liabilities 2010: $0Net Assets 2010: $5,489,5582010Assets 2011: $5,690,901Liabilities 2011: $165,000Net Assets 2011: $5,525,9012011Assets 2012: $5,761,376Liabilities 2012: $110,000Net Assets 2012: $5,651,3762012Assets 2013: $5,948,795Liabilities 2013: $208,288Net Assets 2013: $5,740,5072013Assets 2014: $5,961,554Liabilities 2014: $122,469Net Assets 2014: $5,839,0852014Assets 2015: $7,733,737Liabilities 2015: $1,277,469Net Assets 2015: $6,456,2682015Assets 2016: $8,126,360Liabilities 2016: $166,493Net Assets 2016: $7,959,8672016Assets 2017: $8,540,457Liabilities 2017: $255,071Net Assets 2017: $8,285,3862017Assets 2018: $8,703,969Liabilities 2018: $282,074Net Assets 2018: $8,421,8952018Assets 2019: $9,125,813Liabilities 2019: $280,069Net Assets 2019: $8,845,7442019Assets 2020: $9,550,634Liabilities 2020: $252,069Net Assets 2020: $9,298,5652020Assets 2021: $11,865,974Liabilities 2021: $553,596Net Assets 2021: $11,312,3782021Assets 2022: $10,752,799Liabilities 2022: $557,418Net Assets 2022: $10,195,3812022Assets 2023: $10,586,345Liabilities 2023: $21,218Net Assets 2023: $10,565,1272023Assets 2024: $10,972,232Liabilities 2024: $8,600Net Assets 2024: $10,963,6322024

Highlighted filing

2024

Assets$10,972,232
Liabilities$8,600
Net Assets$10,963,632
Open 2024 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $128,8342010Revenue 2011: $164,676Expenses 2011: $128,347Net Income 2011: $36,3292011Expenses 2012: $136,6962012Revenue 2013: $151,837Expenses 2013: $161,358Net Income 2013: -$9,5212013Revenue 2014: $216,025Expenses 2014: $163,941Net Income 2014: $52,0842014Revenue 2015: $818,914Expenses 2015: $167,155Net Income 2015: $651,7592015Revenue 2016: $1,765,426Expenses 2016: $306,038Net Income 2016: $1,459,3882016Revenue 2017: $395,979Expenses 2017: $241,290Net Income 2017: $154,6892017Revenue 2018: $534,083Expenses 2018: $298,309Net Income 2018: $235,7742018Revenue 2019: $309,007Expenses 2019: $250,966Net Income 2019: $58,0412019Revenue 2020: $421,962Expenses 2020: $302,753Net Income 2020: $119,2092020Revenue 2021: $2,105,599Expenses 2021: $560,909Net Income 2021: $1,544,6902021Revenue 2022: $312,537Expenses 2022: $428,619Net Income 2022: -$116,0822022Revenue 2023: $1,138,695Expenses 2023: $715,949Net Income 2023: $422,7462023Revenue 2024: $500,694Expenses 2024: $352,166Net Income 2024: $148,5282024

Highlighted filing

2024

Revenue$500,694
Expenses$352,166
Net Income$148,528
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$10,972,232
Liabilities
$8,600
Net assets
$10,963,632
Revenue
$500,694
Expenses
$352,166
Net income
$148,528
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.0$0.01$11.0$0.50$0.35$0.15
2023Summary only. Only limited summary data is available for this year.$10.6$0.02$10.6$1.14$0.72$0.42
2022Summary only. Only limited summary data is available for this year.$10.8$0.56$10.2$0.31$0.43$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.9$0.55$11.3$2.11$0.56$1.54
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.55$0.25$9.30$0.42$0.30$0.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.13$0.28$8.85$0.31$0.25$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.70$0.28$8.42$0.53$0.30$0.24
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.54$0.26$8.29$0.40$0.24$0.15
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.13$0.17$7.96$1.77$0.31$1.46
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.73$1.28$6.46$0.82$0.17$0.65
2014Detailed filing. Detailed filing data is available for this year.$5.96$0.12$5.84$0.22$0.16$0.05
2013Detailed filing. Detailed filing data is available for this year.$5.95$0.21$5.74$0.15$0.16$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.76$0.11$5.65$0.14
2011Summary only. Only limited summary data is available for this year.$5.69$0.17$5.53$0.16$0.13$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.49$0.00$5.49$0.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 15, 2025
Return Version
2024v5.2
Gross Receipts
$500,694
Mission and Program Overview

Mission

To create a legacy of abundant open space, native habitat, and natural resources on lummi island by inspiring people to protect and care for the islands farms, forests, wetlands, and shorelines forever.

To create a legacy of abundant open space, native habitat, and natural resources on Lummi Island by inspiring people to protect and care for the island's farms, forests, wetlands, and shorelines forever.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$6,942,121$6,983,678▲ $41,557
Investments in Publicly Traded Securities$3,436,075$3,858,280▲ $422,205
Cash and Non-Interest-Bearing Accounts$121,413$115,783▼ $5,630
Prepaid Expenses and Deferred Charges-$13,500-
Accounts Receivable$86,345$600▼ $85,745
Inventories for Sale or Use$391$391→ $0
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Total Assets$10,586,345$10,972,232▲ $385,887
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$21,218$8,600▼ $12,618
Total Liabilities$21,218$8,600▼ $12,618
Net Assets / Fund Balance
Net Assets With Donor Restrictions$9,310,306$9,534,120▲ $223,814
Net Assets Without Donor Restrictions$1,254,821$1,429,512▲ $174,691
Total Net Assets Fund Balance$10,565,127$10,963,632▲ $398,505
Total Liabilities and Net Assets / Fund Balance$10,586,345$10,972,232▲ $385,887

Asset Categories

AssetBook ValueDepreciationBasis
Land$6,847,737-$6,847,737
Buildings$86,744$62,488$149,232
Equipment$49,197$16,783$65,980

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$1,643,713-▲ $180,591$6,632$1,817,672
2023$1,445,740$200▲ $204,341$6,568$1,643,713
2022$1,718,717-▼ $217,818$55,159$1,445,740
2021$208,850$1,509,867▲ $47,174$47,174$1,718,717
2020$105,000-▲ $16,213$16,213$105,000
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
Scott JosiahChairman
Dawn DietrichVice President
Elizabeth KilanowskiDirector
Janine ShawDirector
Joe AndersonDirector
Judith BushDirector
Mary RossDirector
Paul UptonDirector
Richard Toby KingDirector
Catherine ShornickSecretary
William EnochTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$356,878
Program Service Revenue
$0
Investment Income
$106,934
Other Revenue
$36,882
All Other Contributions
$268,457
Change in Net Assets
$148,528

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$30,228Fair Market Value (FMV)
Total Noncash Contributions1$30,228-

Audited Revenue Reconciliation

Revenue per Audited Statements
$500,694
Revenue Not Reported on Form 990
$249,977
Total Revenue per Audited Statements
$750,671
Total Revenue per Form 990
$500,694
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$181,428
Other Expenses$170,738
Total Fundraising Expense$36,905
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$118,190$23,055$19,348$160,593
Fees for Services Accounting-$43,635-$43,635
Payroll Taxes$15,066$2,939$2,466$20,471
Fees for Services Legal$10,233$849$2,062$13,144
Office Expenses$7,024$617$4,688$12,329
All Other Expenses$10,347$-173$1,284$11,458
Occupancy$8,025-$2,029$10,054
Insurance$1,705$5,980-$7,685
Other Expenses$7,012$1,064$4,984$7,012
Depreciation Depletion-$3,772-$3,772
Other Employee Benefits$268$52$44$364
Total Functional Expenses$217,425$97,836$36,905$352,166

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$352,166
Total Expenses per Audited Statements$352,166
Total Expenses per Form 990$352,166
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$5,757
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The board reviews and approves the draft form 990 in detail prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Conflicts of interest are disclosed as they arise, and are monitored by the board of directors.”

Form 990, Part VI, Section B, Line 15A

“The board reviews salaries of similar positions and reviews national, regional, and local data to decide appropriate salary level.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Lummi Island Heritage Trust
EIN
91-1785342
Phone
3607587997
Address
PO BOX 158, Lummi Island, WA 98262

Signing Officer

Name
William Enoch
Title
Treasurer
Signed
2025-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alika Herreshoff
Formed
1997
Legal Domicile
Wa
Voting Board Members
11
Independent Board Members
11
Employees
4
Volunteers
137

Preparer

Firm
Bilotta CPA LLC
Address
18613 135th Lane E, Bonney Lake, WA 98391
Preparer
Alexandre McNeal
Phone
3863839345
Supplemental Narrative

Financial Statement Notes

Part II, Line 5: Summarized Policy

“Lummi Island Heritage Trust maintains a comprehensive Conservation Easement Enforcement policy written to ensure compliance with Land Trust Alliance Standards and Practices, and continuation of LIHT 501(c)(c3) status. Enforcement expenses include staff time, cost of documentation materials, legal fees, and reparation costs. Operating practices documented in the manual emphasize prevention strategies via maintaining landholder relationships, annual monitoring of easements, monitoring land ownership & working with new owners, easement drafting strategies, and handling of violations.”

Part II, Line 9: Organization Reporting of conservation easements.

“Easements are reported in the financial statements at cost, and are shown as donor restricted net assets.”

Part V, Line 4: Intended uses of the endowment fund.

“The corpus is permanently restricted, growth exceeding the corpus is available for annual operations. The Board has adopted a policy to draw no more than 4% of the endowment on an annual basis if available in excess of the corpus, subject to Board discretion.”

Raw XML AppendixShowing 400 of 536 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/Form990PartVIISectionAGrp/PersonNm2William Enoch
IRS990/Form990PartVIISectionAGrp/PersonNm3Catherine Shornick
IRS990/Form990PartVIISectionAGrp/PersonNm4Joe Anderson
IRS990/Form990PartVIISectionAGrp/PersonNm5Elizabeth Kilanowski
IRS990/Form990PartVIISectionAGrp/PersonNm6Richard Toby King
IRS990/Form990PartVIISectionAGrp/PersonNm7Mary Ross
IRS990/Form990PartVIISectionAGrp/PersonNm8Janine Shaw
IRS990/Form990PartVIISectionAGrp/PersonNm9Paul Upton
IRS990/Form990PartVIISectionAGrp/PersonNm10Judith Bush
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