Civic Intelligence

Anderson Valley Land Trust Incorporated

990 • Fiscal year 2019 • EIN 94-3142400

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 09, 2020

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

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

63rd percentile

0.07x

Higher debt load relative to revenue than 63% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

4th percentile

-66%

Higher net margin than 4% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

51st percentile

3.6%

Faster asset growth than 51% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

19th percentile

-15%

Faster revenue growth than 19% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$816,770

Up $28,570 (+3.6%) from 2018

Net Assets

Up

$813,729

Up $28,571 (+3.6%) from 2018

Liabilities

Down

$3,041

Down $1 (-0.0%) from 2018

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin4th percentile

Revenue

Down

$41,430

Down $7,380 (-15%) from 2018

Expenses

Down

$68,692

Down $26,807 (-28%) from 2018

Net Income

Up

-$27,262

Up $19,427 (+42%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2019

Assets$816,770
Liabilities$3,041
Net Assets$813,729
Open 2019 Filing

Operations Trend

Revenue Growth19th 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

2019

Revenue$41,430
Expenses$68,692
Net Income-$27,262
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 9, 2020
Return Version
2019v5.1
Gross Receipts
$42,650
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$269,352$343,242▲ $73,890
Other Notes and Loans Receivable, Net$21,584$21,584→ $0
Savings and Temporary Cash Investments$49,924$18,714▼ $31,210
Cash and Non-Interest-Bearing Accounts$14,888$2,175▼ $12,713
Prepaid Expenses and Deferred Charges$2,052$655▼ $1,397
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$788,200$816,770▲ $28,570
Other Assets Total$430,400$430,400→ $0
Liabilities
Accounts Payable and Accrued Expenses$3,042$3,041▼ $1
Total Liabilities$3,042$3,041▼ $1
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$457,500$486,071▲ $28,571
Net Assets With Donor Restrictions$327,658$327,658→ $0
Total Net Assets Fund Balance$785,158$813,729▲ $28,571
Total Liabilities and Net Assets / Fund Balance$788,200$816,770▲ $28,570

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$3,543$3,543
Other Assets Org$430,400--
Other Securities$343,242--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$376,457-▼ $12,508$-38,776$402,725
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
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$32,193
Program Service Revenue
$0
Investment Income
$7,809
Other Revenue
$1,428
All Other Contributions
$32,193
Change in Net Assets
$-27,262
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$47,601
Salaries, Compensation, and Employee Benefits$21,091
Total Fundraising Expense$2,078
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Legal$20,366--$20,366
Other Salaries and Wages$11,923$3,179$795$15,897
Payroll Taxes$3,896$1,039$259$5,194
Fees for Services Accounting$3,885$1,036$259$5,180
Office Expenses$2,926$780$195$3,901
Insurance$2,389$637$159$3,185
Occupancy$2,138$570$142$2,850
Other Expenses$725$25$269$25
Total Functional Expenses$58,274$8,340$2,078$68,692
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$1,392
Fundraising Direct Expenses$1,220
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
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 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
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, Section B, Line 11B

“Line 11b explanation - 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, Section B, Line 12C

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

Form 990, Part VI, Section C, Line 19

“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
Phone
7078953150
Signed
2020-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karen Altaras
Formed
1991
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
1
Volunteers
0

Preparer

Firm
Jjacpa Inc
Address
7080 DONLON WAY SUITE 204, DUBLIN, CA 94568
Preparer
Joseph J Arch
Phone
9255566200
Supplemental Narrative

Financial Statement Notes

PART II, LINE 5:

“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:

“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:

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

Raw XML AppendixShowing 400 of 429 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt03042
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt03041
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0WE ARE DEDICATED TO THE PRESERVATION AND RESTORATION OF OUR UNIQUE RURAL LANDSCAPE WITH ITS ABUNDANT NATURAL RESOURCES FOR THE BENEFIT OF FUTURE GENERATIONS.
IRS990/AllOtherContributionsAmt032193
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0KAREN ALTARAS
IRS990/BooksInCareOfDetail/PhoneNum07078953150
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt014150 HIGHWAY 128
IRS990/BooksInCareOfDetail/USAddress/CityNm0BOONVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095415
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt014888
IRS990/CashNonInterestBearingGrp/EOYAmt02175
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt032193
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt07809
IRS990/CYOtherExpensesAmt047601
IRS990/CYOtherRevenueAmt01428
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-27262
IRS990/CYSalariesCompEmpBnftPaidAmt021091
IRS990/CYTotalExpensesAmt068692
IRS990/CYTotalFundraisingExpenseAmt02078
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt041430
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0AVLT EXISTS FOR THE PRIMARY PURPOSE OF WORKING WITH LANDOWNERS IN THE ANDERSON VALLEY AND THE NAVARRO RIVER WATERSHED (AND SLIGHTLY BEYOND) TO CRAFT CONSERVATION EASEMENTS THAT WILL PROTECT AND PRESERVE THEIR LAND IN PERPETUITY. IN ADDITION, WE HOST EDUCATIONAL EVENTS AND OUTINGS IN THE COMMUNITY FOR DONORS AND NON-DONORS ALIKE FEATURING NATURALISTS,BOTANISTS AND OTHER EXPERTS IN THEIR FIELDS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0327658
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0327658
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt058274
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/FundraisingAmt0259
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01036
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt03885
IRS990/FeesForServicesAccountingGrp/TotalAmt05180
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt020366
IRS990/FeesForServicesLegalGrp/TotalAmt020366
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt63.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0DAVID HOPMANN
IRS990/Form990PartVIISectionAGrp/PersonNm1KAREN ALTARAS
IRS990/Form990PartVIISectionAGrp/PersonNm2GLYNNIS JONES
IRS990/Form990PartVIISectionAGrp/PersonNm3BARBARA GOODELL
IRS990/Form990PartVIISectionAGrp/PersonNm4RACHEL TURNER WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm5NANCY HORNOR
IRS990/Form990PartVIISectionAGrp/PersonNm6PATRICK MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm7STEVEN WOOD
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7VICE PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01991
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingDirectExpensesAmt01220
IRS990/FundraisingGrossIncomeAmt01392
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt042650
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt0159
IRS990/InsuranceGrp/ManagementAndGeneralAmt0637
IRS990/InsuranceGrp/ProgramServicesAmt02389
IRS990/InsuranceGrp/TotalAmt03185
IRS990/InvestmentIncomeGrp/ExclusionAmt07809
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07809
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0269352
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0343242
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03543
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt03543
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0WE ARE DEDICATED TO THE PRESERVATION AND RESTORATION OF OUR UNIQUE RURAL LANDSCAPE WITH ITS ABUNDANT NATURAL RESOURCES FOR THE BENEFIT OF FUTURE GENERATIONS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0785158
IRS990/NetAssetsOrFundBalancesEOYAmt0813729
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0172
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0172
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt055833
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0457500
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0486071
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0142
IRS990/OccupancyGrp/ManagementAndGeneralAmt0570
IRS990/OccupancyGrp/ProgramServicesAmt02138
IRS990/OccupancyGrp/TotalAmt02850
IRS990/OfficeExpensesGrp/FundraisingAmt0195
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0780
IRS990/OfficeExpensesGrp/ProgramServicesAmt02926
IRS990/OfficeExpensesGrp/TotalAmt03901
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0430400
IRS990/OtherAssetsTotalGrp/EOYAmt0430400
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0EASEMENT, NOTARY EXPENS
IRS990/OtherExpensesGrp/Desc1NEWSLETTER
IRS990/OtherExpensesGrp/Desc2DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3TAXES, LICENSES AND FEE
IRS990/OtherExpensesGrp/FundraisingAmt0269
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01074
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt125
IRS990/OtherExpensesGrp/ProgramServicesAmt05998
IRS990/OtherExpensesGrp/ProgramServicesAmt14028
IRS990/OtherExpensesGrp/ProgramServicesAmt2725
IRS990/OtherExpensesGrp/TotalAmt05998
IRS990/OtherExpensesGrp/TotalAmt15371
IRS990/OtherExpensesGrp/TotalAmt2725
IRS990/OtherExpensesGrp/TotalAmt325
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0REFUNDS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01256
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01256
IRS990/OtherRevenueTotalAmt01256
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0795
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt03179
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt011923
IRS990/OtherSalariesAndWagesGrp/TotalAmt015897
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt021584
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt021584
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0259
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01039
IRS990/PayrollTaxesGrp/ProgramServicesAmt03896
IRS990/PayrollTaxesGrp/TotalAmt05194
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02052
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0655
IRS990/PrincipalOfficerNm0KAREN ALTARAS
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt035935
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt09526
IRS990/PYOtherExpensesAmt075754
IRS990/PYOtherRevenueAmt03349
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-46689
IRS990/PYSalariesCompEmpBnftPaidAmt019745
IRS990/PYTotalExpensesAmt095499
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt048810
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-27262
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01256
IRS990/SavingsAndTempCashInvstGrp/BOYAmt049924
IRS990/SavingsAndTempCashInvstGrp/EOYAmt018714
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt035193
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt035935
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt038326
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt036865
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt023718
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0170037
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt063632
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt09534
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt06298
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt05837
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0422
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt085723
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt01428
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt01470
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt05440
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt010111
IRS990ScheduleA/OtherIncome170Grp/TotalAmt018449
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.59850
IRS990ScheduleA/PublicSupportPY170Pct00.77130
IRS990ScheduleA/PublicSupportTotal170Amt0164121
IRS990ScheduleA/SubstantialContributorsTotAmt05916
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt035193
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt035935
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt038326
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt036865
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt023718
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0170037
IRS990ScheduleA/TotalSupportAmt0274209
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0376457
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0402725
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-12508
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0-38776
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0327658
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt011400
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0376457
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt041015
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt03616
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0294296
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt021584
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0327658
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt021681
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt09903
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0293882
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0294296
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0414
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0430400
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0TIMBER RIGHTS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt03543
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt03543
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0343242
IRS990ScheduleD/OtherSecuritiesGrp/Desc0VANGUARD SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PreservationOpenSpaceInd0X
IRS990ScheduleD/ProtectionNaturalHabitatInd0X
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:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART II, LINE 9:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0430400
IRS990ScheduleD/TotalBookValueSecuritiesAmt0343242
IRS990ScheduleD/WrittenPolicyMonitoringInd01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 11B EXPLANATION - 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY AND SIGNED BY EACH BOARD MEMBER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0788200
IRS990/TotalAssetsEOYAmt0816770
IRS990/TotalAssetsGrp/BOYAmt0788200
IRS990/TotalAssetsGrp/EOYAmt0816770
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt032193
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt02078
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08340
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt058274
IRS990/TotalFunctionalExpensesGrp/TotalAmt068692
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03042
IRS990/TotalLiabilitiesEOYAmt03041
IRS990/TotalLiabilitiesGrp/BOYAmt03042
IRS990/TotalLiabilitiesGrp/EOYAmt03041
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0785158
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0813729
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt058274
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt07981
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01256
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt041430
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0788200
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0816770
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/USAddress/AddressLine1Txt0PO BOX 141
IRS990/USAddress/CityNm0BOONVILLE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095415
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.ANDERSONVALLEYLANDTRUST.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN ALTARAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07078953150
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-09

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$816,770
Liabilities
$3,041
Net assets
$813,729
Revenue
$41,430
Expenses
$68,692
Net income
-$27,262
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
2019Detailed filing. Detailed filing data is available for this year.$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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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