Civic Intelligence

Trustees for Alaska

990 • Fiscal year 2015 • EIN 92-6010379

Oct 01, 2014 to Sep 30, 2015 • Filed on Feb 22, 2016

1026 W 4th AvenueAnchorage, AK 99501

(907) 276-4244

Siviq Scores

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

Liabilities / Assets

41st percentile

0.06x

Higher debt load relative to assets than 41% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

29th percentile

0.03x

Higher debt load relative to revenue than 29% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

83rd percentile

25%

Higher net margin than 83% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

70th percentile

$101,623

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 7.7% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

94th percentile

79%

Faster asset growth than 94% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

92nd percentile

72%

Faster revenue growth than 92% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Up

$740,454

Up $327,184 (+79%) from 2014

Net Assets

Up

$699,138

Up $333,465 (+91%) from 2014

Liabilities

Down

$41,316

Down $6,281 (-13%) from 2014

Revenue

Up

$1,318,186

Up $551,478 (+72%) from 2014

Expenses

Down

$984,721

Down $8,135 (-0.8%) from 2014

Net Income

Up

$333,465

Up $559,613 (+247%) from 2014

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $552,963Liabilities 2010: $50,467Net Assets 2010: $502,4962010Assets 2011: $537,023Liabilities 2011: $37,589Net Assets 2011: $499,4342011Assets 2012: $695,906Liabilities 2012: $49,958Net Assets 2012: $645,9482012Assets 2013: $647,903Liabilities 2013: $56,082Net Assets 2013: $591,8212013Assets 2014: $413,270Liabilities 2014: $47,597Net Assets 2014: $365,6732014Assets 2015: $740,454Liabilities 2015: $41,316Net Assets 2015: $699,1382015Assets 2016: $406,538Liabilities 2016: $43,906Net Assets 2016: $362,6322016Assets 2017: $402,855Liabilities 2017: $48,620Net Assets 2017: $354,2352017Assets 2018: $513,505Liabilities 2018: $67,759Net Assets 2018: $445,7462018Assets 2019: $516,275Liabilities 2019: $81,117Net Assets 2019: $435,1582019Assets 2020: $1,032,691Liabilities 2020: $300,426Net Assets 2020: $732,2652020Assets 2021: $949,958Liabilities 2021: $84,925Net Assets 2021: $865,0332021Assets 2022: $1,041,268Liabilities 2022: $123,323Net Assets 2022: $917,9452022Assets 2023: $1,669,719Liabilities 2023: $787,035Net Assets 2023: $882,6842023Assets 2024: $1,399,736Liabilities 2024: $660,481Net Assets 2024: $739,2552024

Highlighted filing

2015

Assets$740,454
Liabilities$41,316
Net Assets$699,138

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $978,9282010Expenses 2011: $1,120,3012011Expenses 2012: $1,071,0592012Revenue 2013: $988,419Expenses 2013: $1,042,546Net Income 2013: -$54,1272013Revenue 2014: $766,708Expenses 2014: $992,856Net Income 2014: -$226,1482014Revenue 2015: $1,318,186Expenses 2015: $984,721Net Income 2015: $333,4652015Revenue 2016: $1,802,739Expenses 2016: $2,139,245Net Income 2016: -$336,5062016Revenue 2017: $1,205,766Expenses 2017: $1,214,163Net Income 2017: -$8,3972017Revenue 2018: $1,355,585Expenses 2018: $1,264,074Net Income 2018: $91,5112018Revenue 2019: $1,529,530Expenses 2019: $1,540,118Net Income 2019: -$10,5882019Revenue 2020: $2,079,571Expenses 2020: $1,782,464Net Income 2020: $297,1072020Revenue 2021: $1,701,174Expenses 2021: $1,568,406Net Income 2021: $132,7682021Revenue 2022: $1,717,692Expenses 2022: $1,664,780Net Income 2022: $52,9122022Revenue 2023: $1,719,457Expenses 2023: $1,760,218Net Income 2023: -$40,7612023Revenue 2024: $1,753,335Expenses 2024: $1,896,764Net Income 2024: -$143,4292024

Highlighted filing

2015

Revenue$1,318,186
Expenses$984,721
Net Income$333,465
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
Feb 22, 2016
Return Version
2014v6.0
Gross Receipts
$1,328,172
Mission and Program Overview

Mission

Founded in 1974, trustees for alaska serves the public interest by providing legal counsel to protect and defend alaska's lands, waters, wildlife, and people.

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$293,098$628,368▲ $335,270
Pledges and Grants Receivable$70,000$73,748▲ $3,748
Prepaid Expenses and Deferred Charges$20,729$19,828▼ $901
Land, Buildings, and Equipment, Net$18,202$13,072▼ $5,130
Accounts Receivable$11,222$5,422▼ $5,800
Cash and Non-Interest-Bearing Accounts$19$16▼ $3
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$413,270$740,454▲ $327,184
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$47,597$41,316▼ $6,281
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$47,597$41,316▼ $6,281
Net Assets / Fund Balance
Temporarily Rstr Net Assets$212,268$436,812▲ $224,544
Unrestricted Net Assets$153,405$262,326▲ $108,921
Permanently Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$365,673$699,138▲ $333,465
Total Liabilities and Net Assets / Fund Balance$413,270$740,454▲ $327,184

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$13,072$30,485$43,557

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$4,307,666$27,805▲ $338,264-$4,225,807
2013$3,847,376$119,700▲ $479,617-$4,307,666
2012$3,639,739-▲ $294,136-$3,847,376
2011$3,191,771-▲ $534,412-$3,639,739
2010$3,508,844-▼ $196,337-$3,191,771
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Victoria ClarkExecutive DirectorFT$88,495$13,128$101,623

Board Members and Trustees

NameTitle
Stephen CottonChair
Chase HenselVice-Chair
Bob ArmstrongDirector
Jim SpitzerDirector
Jim StrattonDirector
Michelle MeyerDirector
Peg TilestonDirector
Peter MjosDirector
Susan HackleyDirector
Thomas MeachamDirector
Bob ChildersSecretary
Jerry LiboffTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,307,759
Program Service Revenue
$0
Investment Income
$3,092
Other Revenue
$7,335
All Other Contributions
$891,899
Change in Net Assets
$333,465

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,318,186
Revenue Not Reported on Form 990
$96,299
Total Revenue per Audited Statements
$1,414,485
Total Revenue per Form 990
$1,318,186
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$638,186
Other Expenses$341,240
Total Fundraising Expense$136,062
Professional Fundraising Fees$5,295
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$376,476$42,993$58,767$478,236
Insurance$86,523$8,552$11,671$106,746
Current Officers, Directors, Trustees, and Key Employees$79,878$9,122$12,469$101,469
Occupancy$74,841$7,905$11,755$94,501
Payroll Taxes$33,804$3,860$5,277$42,941
Fees for Services Other$17,902$1,447$1,794$21,143
Fees for Services Management$16,153$1,305$1,619$19,077
Travel$11,940-$5,610$17,550
Pension Plan Contributions$12,233$1,397$1,910$15,540
Conferences and Meetings$4,014$965$8,321$13,300
Office Expenses$1,708$283$8,182$10,173
Information Technology$6,950$1,225$1,093$9,268
Fees for Services Professional Fundraising--$5,295$5,295
Depreciation Depletion$4,062$430$638$5,130
Other Expenses$2,813$483$345$3,641
Fees for Services Legal$3,027$245$303$3,575
Fees for Services Accounting$2,329$188$233$2,750
All Other Expenses$1,500$222-$1,722
Total Functional Expenses$766,337$82,322$136,062$984,721

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,081,020
Expenses per Audited Statements$984,721
Total Expenses per Form 990$984,721
Expenses Not Reported on Form 990$96,299
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$5,295
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $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 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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

FORM 990, PART VI, SECTION B, LINE 11:

The form 990s for both trustees for alaska and the trustees for alaska endowment fund are reviewed by the full board of trustees for alaska (which includes all members of the board of the trustees for alaska endowment fund) and the executive director of trustees for alaska before filing.

FORM 990, PART VI, SECTION B, LINE 12C:

A conflict of interest survey is handed out to board members at the annual meeting and to employees during employee reviews.

FORM 990, PART VI, SECTION B, LINE 15:

The board used salary surveys and recommendations from hiring consultants.

FORM 990, PART VI, SECTION C, LINE 19:

The documents are available at the organization's anchorage office upon request.

Filing and Contact Details

Filer

Filer Name
Trustees for Alaska
EIN
92-6010379
In Care Of
% CHAD CARTER
Phone
9072764244
Address
1026 W 4TH AVENUE, ANCHORAGE, AK 99501

Signing Officer

Name
Victoria Clark
Title
Executive Director
Phone
9072764244
Signed
2016-02-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Victoria Clark
Formed
1974
Legal Domicile
Ak
Voting Board Members
11
Independent Board Members
11
Employees
16
Volunteers
15

Preparer

Firm
Bdo USA Llp
Address
3601 C STREET STE 600, ANCHORAGE, AK 99503
Preparer
Key E Getty CPA
Phone
9072788878
Supplemental Narrative

Additional Explanations

990, PART I, LINE 1:

Founded in 1974, trustees for alaska serves the public interest by providing legal counsel to protect and sustain alaska's environment. Trustees for alaska provides free legal support to clients who would not otherwise be adequately represented.

FORM 990, PART III, LINE 4D, OTHER PROGRAM SERVICES:

Marine - protecting alaska's vast marine ecosystems. Wildlife - promoting biodiversity in alaska's wildlife.

Form 990, Part III, Statement Reporting Cases Litigated by A Public

INTEREST LAW FIRM: 1. Nunamta Aulukestai, et al. v. State, Dept of Nat. Res. Trustees for Alaska represents Nunamta Aulukestai, Ricky Delkittie, Sr., Violet Willson, Bella Hammond, and Victor Fischer in a state court constitutional challenge for lack of public interest analysis and public notice under Article VIII of the Alaska Constitution for upland hardrock exploration and temporary water use permitting at the proposed Pebble Mine Project. Status of the case: Alaska Supreme Court issued decisions in Plaintiffs favor. Case remanded to superior court for final resolution (see also #5). 2. Alaska Community Action on Toxics, et al. v. Aurora Energy Servs., LLC, et al. Trustees for Alaska represents Alaska Community Action on Toxics and the Alaska Chapter of the Sierra Club in a citizen suit in federal district court under the Clean Water Act to prosecute unpermitted pollutant discharges from the Seward Coal Loading Facility. Status of the case: U.S. District Court for the District of Alaska set trial date for resolution of remaining issues and briefing undertaken. The parties are in settlement negotiations to resolve the case without trial. 3. Pebble Limited Partnership v. Lake and Peninsula Borough, et al. Trustees for Alaska represents Nunamta Aulukestai as amicus curiae in a state court challenge by a mining company to a local citizen initiative requiring approval of a conditional use permit before mining is allowed in the Borough. Amicus supports the Defendant Lake and Peninsula Borough and Borough Clerk to uphold the citizen initiative. Status of case: The Alaska Supreme Court affirmed superior court ruling against plaintiffs, finding that the State of Alaska regulates large-scale mining. Case closed. 4. Chuitna Citizens Coalition, et al. v. Alaska Dept. of Natural Resources. Trustees for Alaska represents Plaintiffs Chuitna Citizens Coalition and Cook Inletkeeper in state court challenge against the Alaska Department of Natural Resources for its unreasonable and unlawful delay in adjudicating pending instream flow reservation applications to protect salmon habitat. Status of the case: Superior Court continues to oversee the State of Alaska the adjudication of pending instream flow reservation applications. 5. Nunamta Aulukestai, et al. v. State, Dept of Nat. Res. Trustees for Alaska represents Nunamta Aulukestai, Ricky Delkittie, Sr., Violet Willson, Bella Hammond, and Victor Fischer in a Petition for Review before the Alaska Supreme Court challenging the trial courts discovery order regarding private information for attorneys fees sought by the State and Pebble Limited Partnership. Status of the case: Alaska Supreme Court issued decisions in Plaintiffs favor regarding attorneys fees. Case remanded to superior court for final resolution (see also #1). 6. Kunaknana, et al. v. U.S. Army Corps of Engineers, et al. Trustees for Alaska represents Sam Kunaknana, Clarence Ahnupkana, Robert Nukapigak, Martha Itta, and John Nicholls, residents of the Native village of Nuiqsut in a federal district court challenge of the Section 404 permit and lack of environmental review under the National Environmental Policy Act (NEPA) for a bridge and oil and gas development that are part of ConocoPhillips Alpine Satellites Project. Status of the case: Court ruled against Plaintiffs on NEPA and Clean Water Act grounds. Parties working to resolve attorneys fees issues. 7. Sturgeon, et al. v. Masica, et al. Trustees for Alaska represents the National Parks Conservation Association as amicus curiae in a federal district court challenge to the National Park Services authority to regulate activities on navigable waters within Park boundaries. Amicus supports the Defendant National Park Services authority. Status of the case: Ninth Circuit Court of Appeals ruled against hovercraft user. Petition for writ of certiorari taken to U.S. Supreme Court. 8. Wilde v. Masica, et al. Trustees for Alaska represents the National Parks Conservation Association as

Financial Statement Notes

PART V, LINE 4:

The endowment fund is intended to support the charitable activities, projects and programs of trustees for alaska.

PART X LINE 2:

The Organization applies the provisions of Topic 740 of the FASB Accounting Standards Codification relating to accounting for uncertainty in income taxes. The Organization annually reviews its return and positions taken in accordance with the recognition standards. The Organization believes that it has no uncertain tax positions taken in accordance with the recognition standards that would require disclosure or adjustment in these financial statements.

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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.40$0.66$0.74$1.75$1.90$0.14
2023Detailed filing. Detailed filing data is available for this year.$1.67$0.79$0.88$1.72$1.76$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.04$0.12$0.92$1.72$1.66$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.95$0.08$0.87$1.70$1.57$0.13
2020Detailed filing. Detailed filing data is available for this year.$1.03$0.30$0.73$2.08$1.78$0.30
2019Detailed filing. Detailed filing data is available for this year.$0.52$0.08$0.44$1.53$1.54$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.51$0.07$0.45$1.36$1.26$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.40$0.05$0.35$1.21$1.21$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.41$0.04$0.36$1.80$2.14$0.34
2015Detailed filing. Detailed filing data is available for this year.$0.74$0.04$0.70$1.32$0.98$0.33
2014Detailed filing. Detailed filing data is available for this year.$0.41$0.05$0.37$0.77$0.99$0.23
2013Summary only. Only limited summary data is available for this year.$0.65$0.06$0.59$0.99$1.04$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.70$0.05$0.65$1.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.54$0.04$0.50$1.12
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.55$0.05$0.50$0.98