Civic Intelligence

Anderson Valley Land Trust Incorporated

990 • Fiscal year 2017 • EIN 94-3142400

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 10, 2018

Organization Profilewww.andersonvalleylandtrust.org
PO Box 141Boonville, CA 95415

(707) 895-3150

Siviq Scores

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

Liabilities / Assets

34th percentile

0.01x

Higher debt load relative to assets than 34% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

64th percentile

0.09x

Higher debt load relative to revenue than 64% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

58th percentile

6.8%

Higher net margin than 58% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

54th percentile

4.7%

Faster asset growth than 54% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

30th percentile

-4.6%

Faster revenue growth than 30% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$834,887

Up $37,671 (+4.7%) from 2016

Net Assets

Up

$830,683

Up $37,871 (+4.8%) from 2016

Liabilities

Down

$4,204

Down $200 (-4.5%) from 2016

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin58th percentile

Revenue

Down

$45,915

Down $2,227 (-4.6%) from 2016

Expenses

Down

$42,791

Down $1,463 (-3.3%) from 2016

Net Income

Down

$3,124

Down $764 (-20%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $686,551Liabilities 2010: $1,129Net Assets 2010: $685,4222010Assets 2011: $696,383Liabilities 2011: $20,076Net Assets 2011: $676,3072011Assets 2012: $714,903Liabilities 2012: $494Net Assets 2012: $714,4092012Assets 2013: $765,225Liabilities 2013: $305Net Assets 2013: $764,9202013Assets 2014: $781,317Liabilities 2014: $450Net Assets 2014: $780,8672014Assets 2015: $777,817Liabilities 2015: $777Net Assets 2015: $777,0402015Assets 2016: $797,216Liabilities 2016: $4,404Net Assets 2016: $792,8122016Assets 2017: $834,887Liabilities 2017: $4,204Net Assets 2017: $830,6832017Assets 2018: $788,200Liabilities 2018: $3,042Net Assets 2018: $785,1582018Assets 2019: $816,770Liabilities 2019: $3,041Net Assets 2019: $813,7292019Assets 2020: $872,232Liabilities 2020: $0Net Assets 2020: $872,2322020Assets 2021: $967,528Liabilities 2021: $0Net Assets 2021: $967,5282021Assets 2022: $911,009Liabilities 2022: $11,988Net Assets 2022: $899,0212022Assets 2023: $1,484,020Liabilities 2023: $629Net Assets 2023: $1,483,3912023Assets 2024: $1,511,372Liabilities 2024: $2,366Net Assets 2024: $1,509,0062024

Highlighted filing

2017

Assets$834,887
Liabilities$4,204
Net Assets$830,683
Open 2017 Filing

Operations Trend

Revenue Growth30th percentile

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

$600K$400K$200K$0-$200KRevenue 2010: $55,056Expenses 2010: $27,635Net Income 2010: $27,4212010Expenses 2011: $40,7072011Revenue 2012: $57,090Expenses 2012: $32,492Net Income 2012: $24,5982012Revenue 2013: $52,942Expenses 2013: $32,597Net Income 2013: $20,3452013Revenue 2014: $50,134Expenses 2014: $44,363Net Income 2014: $5,7712014Revenue 2015: $34,251Expenses 2015: $38,078Net Income 2015: -$3,8272015Revenue 2016: $48,142Expenses 2016: $44,254Net Income 2016: $3,8882016Revenue 2017: $45,915Expenses 2017: $42,791Net Income 2017: $3,1242017Revenue 2018: $48,810Expenses 2018: $95,499Net Income 2018: -$46,6892018Revenue 2019: $41,430Expenses 2019: $68,692Net Income 2019: -$27,2622019Revenue 2020: $45,973Expenses 2020: $32,640Net Income 2020: $13,3332020Revenue 2021: $57,998Expenses 2021: $30,887Net Income 2021: $27,1112021Revenue 2022: $78,566Expenses 2022: $70,312Net Income 2022: $8,2542022Revenue 2023: $591,618Expenses 2023: $75,322Net Income 2023: $516,2962023Revenue 2024: $121,614Expenses 2024: $169,553Net Income 2024: -$47,9392024

Highlighted filing

2017

Revenue$45,915
Expenses$42,791
Net Income$3,124
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 10, 2018
Return Version
2017v2.2
Gross Receipts
$46,094
Mission and Program Overview

Mission

We are dedicated to the preservation and restoration of our unique rural landscape with its abundant natural resources for the benefit of future generations.

Voluntary Land Conservation

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$251,840$287,749▲ $35,909
Savings and Temporary Cash Investments$69,891$79,807▲ $9,916
Other Notes and Loans Receivable, Net$21,584$21,584→ $0
Cash and Non-Interest-Bearing Accounts$21,516$13,579▼ $7,937
Prepaid Expenses and Deferred Charges$1,985$1,768▼ $217
Accounts Receivable-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$797,216$834,887▲ $37,671
Other Assets Total$430,400$430,400→ $0
Liabilities
Accounts Payable and Accrued Expenses$4,404$4,204▼ $200
Total Liabilities$4,404$4,204▼ $200
Net Assets / Fund Balance
Unrestricted Net Assets$465,154$454,226▼ $10,928
Permanently Rstr Net Assets$327,658$376,457▲ $48,799
Total Net Assets Fund Balance$792,812$830,683▲ $37,871
Total Liabilities and Net Assets / Fund Balance$797,216$834,887▲ $37,671

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$3,543$3,543
Other Assets Org$430,400--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$327,658$11,400▲ $41,015$3,616$376,457
2016$294,296$21,584▲ $21,681$9,903$327,658
2015$293,882-▲ $414-$294,296
2014$296,007$23,458-$25,583$293,882
2013$246,647$15,160▲ $34,200-$296,007
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Patrick MillerPresident
Steven WoodVice President
David HopmannDirector
Glynnis JonesDirector
Nancy HornorDirector
Rachel WilliamsDirector
Barbara GoodellSecretary
Karen AltarasTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$38,326
Program Service Revenue
$0
Investment Income
$6,298
Other Revenue
$1,291
All Other Contributions
$38,326
Change in Net Assets
$3,124
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$25,970
Salaries, Compensation, and Employee Benefits$16,821
Total Fundraising Expense$7,230
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$11,251$3,000$750$15,001
Occupancy$2,845$758$190$3,793
Fees for Services Accounting$2,543$678$169$3,390
Insurance$2,450$654$163$3,267
Payroll Taxes$1,365$364$91$1,820
Information Technology$1,235$329$82$1,646
Office Expenses$950$254$63$1,267
Other Expenses$850-$1,368$850
All Other Expenses$216$25-$241
Total Functional Expenses$29,499$6,062$7,230$42,791
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$1,401
Fundraising Direct Expenses$179
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
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
No
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, Line 11B: Form 990 Review Process

“Treasurer is responsible for the review of the Form 990. The bookkeeper also assists in this review. The Treasurer then reports to the full board regarding any issues developed during the review.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The conflict of interest policy is reviewed annually and signed by each board member.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The financial statement is published in the organization's newsletter which is also available on the website. The Land Trust's governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Anderson Valley Land Trust
EIN
94-3142400
Phone
7078953150
Address
PO BOX 141, BOONVILLE, CA 95415

Signing Officer

Name
Karen Altaras
Title
Treasurer
Signed
2018-07-10
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
8
Independent Board Members
8
Employees
1
Volunteers
18

Preparer

Firm
Jeremiah K Murphy CPA
Address
1102 S MAIN ST STE 1, FORT BRAGG, CA 95437-5319
Preparer
Jeremiah K Murphy
Phone
7079646325
Supplemental Narrative

Additional Explanations

Client Note 1

“Client Note 1 - Schedule D, Part IIThe Land Trust had a part-time employee during who spent approximately 15% of her time for a total of $3000 on organizing and updating monitoring activities. All monitoring on the properties themselves was conducted by a volunteer Board Member.===============================================”

Financial Statement Notes

Part II, Line 5: Summarized Policy

“The Land Trust follows guidelines and suggested best practises in keeping with IRS regulations and guidelines of the Land Trust Alliance.Volunteer Board members monitor, inspect, and file written monitoring reports on all easements periodically. In most cases, we monitor each easement and file a written report on it at least once in a calendar year. In unusual cases, where the property owner lives outside the area, visits infrequently, and does not have a local representative, it is possible that up to 18 months can elapse between monitoring visits. Some easements are monitored more than once a year, to respond to a specific question raised by a property owner.”

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

“The fair market value of the conservation easement is noted in our records but not recorded in our financial records. We have not prepared financial statements as yet that needed footnotes so there is nothing more to report.The expense is included in our general office expense as all monitoring is done by volunteers. All revenue is held in our Stewardship Endowment accounts.”

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

“Our endowment funds are primarily used to defend any conservation easements.Ten percent of these funds may be used for monitoring or related expenses.”

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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/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt0430400
IRS990/OtherAssetsTotalGrp/EOYAmt0430400
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Easement, notary expense
IRS990/OtherExpensesGrp/Desc1Newsletter
IRS990/OtherExpensesGrp/Desc2Donor cultivation
IRS990/OtherExpensesGrp/Desc3Educational series expense
IRS990/OtherExpensesGrp/FundraisingAmt04354
IRS990/OtherExpensesGrp/FundraisingAmt11368
IRS990/OtherExpensesGrp/ProgramServicesAmt05794
IRS990/OtherExpensesGrp/ProgramServicesAmt1850
IRS990/OtherExpensesGrp/TotalAmt05794
IRS990/OtherExpensesGrp/TotalAmt14354
IRS990/OtherExpensesGrp/TotalAmt21368
IRS990/OtherExpensesGrp/TotalAmt3850
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Misc Income
IRS990/OtherRevenueMiscGrp/ExclusionAmt069
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt069
IRS990/OtherRevenueTotalAmt069
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0750
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt03000
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt011251
IRS990/OtherSalariesAndWagesGrp/TotalAmt015001
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt021584
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt021584
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt091
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0364
IRS990/PayrollTaxesGrp/ProgramServicesAmt01365
IRS990/PayrollTaxesGrp/TotalAmt01820
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0327658
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0376457
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01985
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01768
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Stewardship funds
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt036865
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt05837
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt023722
IRS990/PYOtherRevenueAmt05440
IRS990/PYRevenuesLessExpensesAmt03888
IRS990/PYSalariesCompEmpBnftPaidAmt020532
IRS990/PYTotalExpensesAmt044254
IRS990/PYTotalRevenueAmt048142
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt03124
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt069891
IRS990/SavingsAndTempCashInvstGrp/EOYAmt079807
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt038326
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt036865
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt023718
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt044912
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt051322
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0195143
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt06298
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt05837
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0422
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt05222
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04664
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt022443
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt01470
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt05440
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt010111
IRS990ScheduleA/OtherIncome170Grp/TotalAmt017021
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.80320
IRS990ScheduleA/PublicSupportPY170Pct00.85090
IRS990ScheduleA/PublicSupportTotal170Amt0188435
IRS990ScheduleA/SubstantialContributorsTotAmt06708
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt038326
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt036865
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt023718
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt044912
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt051322
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0195143
IRS990ScheduleA/TotalSupportAmt0234607
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0327658
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt011400
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0376457
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt041015
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt03616
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0294296
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt021584
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0327658
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt021681
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt09903
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0293882
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0294296
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0414
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0296007
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt023458
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0293882
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt025583
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0246647
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt015160
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0296007
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt034200
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesIncurredEnforcementAmt05794
IRS990ScheduleD/HistoricStrctrEasementsAftrCnt012
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0430400
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Timber rights
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt03543
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt03543
IRS990ScheduleD/PreservationOpenSpaceInd0X
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/ProtectionNaturalHabitatInd0X
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/Section170hRqrStsfdInd0true
IRS990ScheduleD/StaffHoursSpentEnforcementCnt040
IRS990ScheduleD/StatesEasementsHeldCnt01
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Land Trust follows guidelines and suggested best practises in keeping with IRS regulations and guidelines of the Land Trust Alliance.Volunteer Board members monitor, inspect, and file written monitoring reports on all easements periodically. In most cases, we monitor each easement and file a written report on it at least once in a calendar year. In unusual cases, where the property owner lives outside the area, visits infrequently, and does not have a local representative, it is possible that up to 18 months can elapse between monitoring visits. Some easements are monitored more than once a year, to respond to a specific question raised by a property owner.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1The fair market value of the conservation easement is noted in our records but not recorded in our financial records. We have not prepared financial statements as yet that needed footnotes so there is nothing more to report.The expense is included in our general office expense as all monitoring is done by volunteers. All revenue is held in our Stewardship Endowment accounts.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2Our endowment funds are primarily used to defend any conservation easements.Ten percent of these funds may be used for monitoring or related expenses.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part II, Line 5: Summarized Policy
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part II, Line 9: Organization Reporting of conservation easements.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleD/TotalAcreageCnt023
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0430400
IRS990ScheduleD/TotalEasementsCnt027
IRS990ScheduleD/WrittenPolicyMonitoringInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Client Note 1 - Schedule D, Part IIThe Land Trust had a part-time employee during who spent approximately 15% of her time for a total of $3000 on organizing and updating monitoring activities. All monitoring on the properties themselves was conducted by a volunteer Board Member.===============================================
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Treasurer is responsible for the review of the Form 990. The bookkeeper also assists in this review. The Treasurer then reports to the full board regarding any issues developed during the review.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The conflict of interest policy is reviewed annually and signed by each board member.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The financial statement is published in the organization's newsletter which is also available on the website. The Land Trust's governing documents are available upon request.

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$834,887
Liabilities
$4,204
Net assets
$830,683
Revenue
$45,915
Expenses
$42,791
Net income
$3,124
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.51$0.00$1.51$0.12$0.17$0.05
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.48$0.00$1.48$0.59$0.08$0.52
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.01$0.90$0.08$0.07$0.01
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.97$0.00$0.97$0.06$0.03$0.03
2020Summary only. Only limited summary data is available for this year.$0.87$0.00$0.87$0.05$0.03$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.00$0.81$0.04$0.07$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.00$0.79$0.05$0.10$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.05$0.04$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.80$0.00$0.79$0.05$0.04$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.03$0.04$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.05$0.04$0.01
2013Summary only. Only limited summary data is available for this year.$0.77$0.00$0.76$0.05$0.03$0.02
2012Summary only. Only limited summary data is available for this year.$0.71$0.00$0.71$0.06$0.03$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.70$0.02$0.68$0.04
2010Summary only. Only limited summary data is available for this year.$0.69$0.00$0.69$0.06$0.03$0.03