Civic Intelligence

Trustees for Alaska

990 • Fiscal year 2016 • EIN 92-6010379

Oct 01, 2015 to Sep 30, 2016 • Filed on Feb 28, 2017

1026 W 4TH AVENUE Suite 201Anchorage, AK 99501

(907) 276-4244

Siviq Scores

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

Liabilities / Assets

51st percentile

0.11x

Higher debt load relative to assets than 51% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

27th percentile

0.02x

Higher debt load relative to revenue than 27% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

16th percentile

-19%

Higher net margin than 16% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

70th percentile

$102,771

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 5.7% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

2nd percentile

-45%

Faster asset growth than 2% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

85th percentile

37%

Faster revenue growth than 85% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Down

$406,538

Down $333,916 (-45%) from 2015

Net Assets

Down

$362,632

Down $336,506 (-48%) from 2015

Liabilities

Up

$43,906

Up $2,590 (+6.3%) from 2015

Revenue

Up

$1,802,739

Up $484,553 (+37%) from 2015

Expenses

Up

$2,139,245

Up $1,154,524 (+117%) from 2015

Net Income

Down

-$336,506

Down $669,971 (-201%) from 2015

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

2016

Assets$406,538
Liabilities$43,906
Net Assets$362,632

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

2016

Revenue$1,802,739
Expenses$2,139,245
Net Income-$336,506
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Feb 28, 2017
Return Version
2015v3.0
Gross Receipts
$1,802,739
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$628,368$388,924▼ $239,444
Pledges and Grants Receivable$73,748$0▼ $73,748
Land, Buildings, and Equipment, Net$13,072$8,580▼ $4,492
Prepaid Expenses and Deferred Charges$19,828$7,604▼ $12,224
Accounts Receivable$5,422$1,414▼ $4,008
Cash and Non-Interest-Bearing Accounts$16$16→ $0
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$740,454$406,538▼ $333,916
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$41,316$43,906▲ $2,590
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$41,316$43,906▲ $2,590
Net Assets / Fund Balance
Unrestricted Net Assets$262,326$209,922▼ $52,404
Temporarily Rstr Net Assets$436,812$152,710▼ $284,102
Permanently Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$699,138$362,632▼ $336,506
Total Liabilities and Net Assets / Fund Balance$740,454$406,538▼ $333,916

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$8,580$35,727$44,307

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$4,225,807$979,407▲ $532,811-$5,675,097
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Victoria ClarkExecutive DirectorFT$90,257$12,514$102,771

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$718,959
Program Service Revenue
$1,078,507
Investment Income
$1,884
Other Revenue
$3,389
All Other Contributions
$693,959
Change in Net Assets
$-336,506

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,802,739
Revenue Not Reported on Form 990
$110,947
Total Revenue per Audited Statements
$1,913,686
Total Revenue per Form 990
$1,802,739
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$979,407
Salaries, Compensation, and Employee Benefits$698,521
Other Expenses$459,035
Total Fundraising Expense$138,464
Professional Fundraising Fees$2,282

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$979,407--$979,407
Other Salaries and Wages$404,951$53,719$71,688$530,358
Fees for Services Legal$111,505$4,793$2,628$118,926
Insurance$81,943$12,833$13,110$107,886
Current Officers, Directors, Trustees, and Key Employees$81,255$10,779$14,384$106,418
Occupancy$69,500$11,101$8,780$89,381
Payroll Taxes$35,735$4,740$6,326$46,801
Fees for Services Management$23,275$1,539$848$25,662
Conferences and Meetings$13,204$2,748$3,704$19,656
Fees for Services Other$15,902$1,042$567$17,511
Pension Plan Contributions$11,410$1,514$2,020$14,944
Travel$10,982$789$1,538$13,309
Office Expenses$3,543$582$7,554$11,679
Information Technology$7,006$1,715$928$9,649
Other Expenses$3,909$4,018$468$8,395
Depreciation Depletion$4,013$615$614$5,242
Fees for Services Professional Fundraising--$2,282$2,282
Total Functional Expenses$1,884,383$116,398$138,464$2,139,245

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,250,192
Expenses per Audited Statements$2,139,245
Total Expenses per Form 990$2,139,245
Expenses Not Reported on Form 990$110,947
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Trustees for Alaska Endowment FundAnchorage, AK501(c)(3)-$979,407
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$2,282
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 Suite 201, ANCHORAGE, AK 99501

Signing Officer

Name
Victoria Clark
Title
Executive Director
Signed
2017-02-28
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
15
Volunteers
16

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

FORM 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 Plaintiffs 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: Parties reached settlement re: final judgment and attorneys fees. Case closed (see also #4). 2. Alaska Community Action on Toxics, et al. v. Aurora Energy Servs., LLC, et al. Trustees for Alaska represents Plaintiffs 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: Parties reached settlement of case merits and attorneys fees. Case closed. 3. 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: The State of Alaska adjudicated three instream flow reservation applications with one granted in favor of Plaintiffs. Administrative appeal taken by industry groups. Superior Court continues to oversee adjudication process. 4. 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: Parties reached settlement re: final judgment and attorneys fees. Case closed (see also #1). 5. Kunaknana, et al. v. U.S. Army Corps of Engineers, et al. Trustees for Alaska represents Plaintiffs 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: Parties settled attorneys fees issue. Case closed. 6. 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: Trustees for Alaska representation expanded to include 12 additional groups as amici curiae before the U.S. Supreme Court. The Supreme Court remanded the case to the Ninth Circuit. We are waiting for a decision. 7. Agdaagux Tribe of King Cove, et al. v. Jewell. Trustees for Alaska represents The Wilderness Society, Defenders of Wildlife, Wilderness Watch, Center for Biological Diversity, Friends of Alaska National Wildlife Refuges, the National Audubon Society, the National Wildlife Refuge Association, and the Sierra Club as Defendant-Intervenors in a lawsuit challenging the Department of the Interiors denial of a land exchange and road project in Izembek National Wildlife Refuge. Defendant-Intervenors support the Federal governments decision to protect designated Wilderness. Status of the case: Briefing is complete before the U.S. Ninth Circuit Court of Appeals and we await scheduling of oral argument. 8. Pebble Limited Partnership v. U.S. En

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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IRS990/Form990PartVIISectionAGrp/PersonNm9Margaret Tileston
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IRS990/OfficeExpensesGrp/FundraisingAmt07554
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0582
IRS990/OfficeExpensesGrp/ProgramServicesAmt03543
IRS990/OfficeExpensesGrp/TotalAmt011679
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IRS990/OperateHospitalInd0false
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
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IRS990/OtherExpensesGrp/Desc1TRAINING AND RECRUITMENT
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IRS990/OtherExpensesGrp/FundraisingAmt2468
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0300
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IRS990/OtherExpensesGrp/ProgramServicesAmt14489
IRS990/OtherExpensesGrp/ProgramServicesAmt25255
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IRS990/ProgramServiceRevenueGrp/Desc0LEGAL FEES
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01078507
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IRS990/ProgSrvcAccomActy2Grp/GrantAmt0701007
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0701007
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IRS990/ProgSrvcAccomActy3Grp/GrantAmt015000
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt015000
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IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt111094
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IRS990/PYOtherExpensesAmt0341240
IRS990/PYOtherRevenueAmt07335
IRS990/PYProgramServiceRevenueAmt00
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IRS990/PYSalariesCompEmpBnftPaidAmt0638186
IRS990/PYTotalExpensesAmt0984721
IRS990/PYTotalProfFndrsngExpnsAmt05295
IRS990/PYTotalRevenueAmt01318186
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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-336506
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IRS990/RelatedOrganizationsAmt025000
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IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0362500
IRS990/RoyaltiesGrp/TotalAmt00

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