2024-12-03T16:56:27-07:00 2024-06-30 872509602 Sun Mountain Consulting LLC 5689 Knight Rd Bellingham WA 98226 990 2023-07-01 911246994 WHATCOM LAND TRUST WHAT 3607331010 PO Box 6131 Bellingham WA 982276131 Alex Jeffers Interim Executive Director 3607331010 2024-09-30 1 1 Kelsey Bedient P01981216 7199635863 2024-09-30 X 2023 2024-10-15 13:58:12Z Alex Jeffers PO Box 6131 Bellingham WA 982276131 4111063 0 X www.whatcomlandtrust.org X 1984 WA Protecting the rich and vibrant lands for a healthy, thriving Whatcom County for generations to come. 13 13 16 300 0 0 1841865 2042233 155496 185254 -89097 145901 -15058 -8004 1893206 2365384 20000 5000 0 0 678608 846291 0 15217 162593 444044 520684 1142652 1387192 750554 978192 31235762 32873887 644885 1047523 30590877 31826364 The mission of the Whatcom Land Trust is to preserve and protect wildlife habitat, scenic, agricultural and open space lands in Whatcom County for future generations by securing interests in land and promoting land stewardship. 0 0 17010 0 0 Legal securement of land - Permanent land protections are secured through outright purchases, gifts and transfers, including those that have created 15 parks and preserves, the establishment of conservation easements for farmland, wildlife habitat, and other purposes. In fiscal year 2023-24, Whatcom Land Trust secured 360 new acres for a total of 16,748 of acres protected. 647656 5000 212691 Land stewardship and restoration that increase landscape connectivity, improve ecosystem biodiversity and restore natural systems to support the recovery of key fish and wildlife species. In fiscal year 2023-24, monitored, managed, and reported on 6,625 acres of Whatcom Land Trust owned property across Whatcom County; worked with over 100 Conservation Easement landowners across 10,033 acres to uphold easements, monitor, and report for annual records; hosted over 25 stewardship volunteer events on WLT properties to restore habitat through invasive plant removal, native plant installation, and other management needs; completed restoration on new California Creek properties - Blaine Road, Bridge Way, and Fleet Road; completed development of the Harrison Reserve Outdoor Educational Project aiming to equitably get students in an outdoor learning environment while improving the wetland habitat. 243366 0 0 Community engagement in conservation action - We involve community members in Whatcom Land Trust's mission and work through events, volunteer programs, storytelling, digital engagement, and other outreach activities. We highlight the positive ecological impacts of conservation and stewardship projects with a focus on climate resilience and inspiring meaningful connections between people and land. Engagement tools establish clear pathways for community members to grow involvement with the organization through digital following, program (events) attendance, volunteering, and donating. In fiscal year 2023-24, Whatcom Land Trust organized the following community engagement activities: Digital and Print Engagement: -Monthly E-Newsletters to 3,500 subscribers including updates on conservation milestones and ongoing restoration work. -Management of social media channels (1,500 Instagram followers, 2,800 Facebook followers) -Production of consistent printed communication with donors and volunteers supporting giving campaigns -Targeted outreach and advertising campaigns supporting Stewardship and Conservation events. In-Person Events: -Weekly stewardship work parties for volunteers 0 0 0 908032 1 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 16 0 16 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WA X Whatcom Land Trust 3607331010 PO Box 6131 Bellingham WA 982276131 Gabe Epperson Former Executive Director 40 0 X 97303 0 6985 Jenn Mackey Interim Executive Director (Feb 10 - June 2) 40 0 X 74648 0 6833 Alex Jeffers Interim Executive Director (June 2 - June 30) 40 0 X 63139 0 6949 Hall Walker President 5 0 X X 0 0 0 David Brown Vice President 1 0 X X 0 0 0 Jennifer Wright Treasurer 1 0 X X 0 0 0 Lynne Givler Secretary 1 0 X X 0 0 0 Lynn Berman Director 1 0 X 0 0 0 Rand Jack Director 1 0 X 0 0 0 John D Onofrio Director 1 0 X 0 0 0 Jason Hatch Director 1 0 X 0 0 0 Pat Stevenson Director 1 0 X 0 0 0 Chris Moench Director 1 0 X 0 0 0 Barbara Matilsky Director 1 0 X 0 0 0 Jennifer Parker Director 1 0 X 0 0 0 Laughlan Clark Director 1 0 X 0 0 0 Leaf Schumann Director 1 0 X 0 0 0 235090 0 20767 1 0 0 0 0 0 216628 0 510982 1314623 124771 2042233 Conservation reserve enhancement program 813312 44768 44768 0 0 Conservation easement monitoring 813312 140486 140486 0 0 0 0 0 0 185254 97349 0 0 97349 0 0 0 0 0 0 0 0 27437 0 0 0 27437 0 27437 27437 0 0 1723561 0 1675009 0 48552 0 48552 0 0 48552 15693 190180 70670 -54977 0 -54977 Insurance settlement 900099 14754 0 0 14754 Visa rebates and other revenue 900099 4782 0 0 4782 0 0 0 0 19536 2365384 212691 0 110460 5000 5000 679663 486872 102080 90711 13261 10276 2579 406 83373 63141 15805 4427 69994 51133 10737 8124 93275 93275 15217 15217 0 98098 43609 54489 42685 19423 2894 20368 31100 16813 5422 8865 22721 15379 4289 3053 12119 8273 1939 1907 11998 6809 2609 2580 19411 6102 12703 606 12557 9495 2001 1061 24445 20028 2209 2208 27839 23040 2980 1819 Easement acquisition costs 35610 35610 0 0 Property preservation and maintenance 28535 28535 0 0 Property taxes and other fees 60291 58494 556 1241 1387192 908032 316567 162593 294351 661842 2040754 518318 64278 7497 650 20055 24662 28285113 182521 26617157 28102592 2229028 3463937 26270 38258 31235762 32873887 45020 45564 154865 146959 445000 855000 644885 1047523 X 8838579 9681747 21752298 22144617 30590877 31826364 31235762 32873887 978192 257295 0 0 0 0 X 0 1 X 1 0 X 2174303 2678391 2374899 1841865 2042233 11111691 2174303 2678391 2374899 1841865 2042233 11111691 739885 10371806 54606 100134 136537 65438 124786 481501 7004 5412 7131 1159 19536 40242 11633434 1103692 0.89155 0.85504 X Schedule A, Part II, Line 10 Insurance settlement, Visa rebates RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 112 10033 0 0 0 1 1 1880 59722 0 27263225 297360 27560585 0 419034 95624 323410 0 0 0 0 0 56602 54687 1915 248892 0 32210 216682 28102592 2631864 257295 9185 0 0 266480 2365384 0 0 0 2365384 1396377 9185 0 0 0 9185 1387192 0 0 0 1387192 Schedule D, Part II, Line 5 A property steward visits every property managed by the Trust at least once annually and a site visit form is completed and retained. Land management issues are responded to as they arise. A memorandum of record is drafted for any issues and responses as they occur. If the Trust discovers that a conservation easement has been violated, an enforcement team will be established to investigate and determine courses of action for ongoing violations to include legal action, if necessary. Schedule D, Part II, Line 9 Costs related to the purchase of an easement are recorded as a reduction in cash and an increase in an expense account, easement acquisition costs. If a value of a donated easement can be determined, the easement is recognized as an in-kind contributions offset by an in-kind expense. Schedule D, Part XI, Line 2d Unrealized gain - $257,295; Fundraising expenses - $44,222 Schedule D, Part XII, Line 2d Fundraising expenses X X X X X X X 1 Jill Clark 406 Morey Ave Bellingham WA 98225 Provides database management and fundraising goal and strategy planning 0 0 14800 -14800 0 14800 -14800 WA Spring Event 232321 216628 15693 0 0 6083 10263 3461 50863 0 0 232321 216628 15693 0 0 6083 10263 3461 50863 70670 -54977 X 4 98323 Fair market value X Event auction items 15 26448 Fair market value 0 1 1 Schedule M, Part I, Line 32b For donations of stock, the Trust's investment portfolio is managed by a third-party investment broker who determines whether to retain or sell the donated share of stock in alignment with the Trust's investment policy. In situations where real property is donated that does not align with the Trust's criteria for retaining land in service of its missions, the Trust utilizes a real estate broker to prepare the property for sale and list the property on the open market. Form 990, Part VI, Section A, Line 7a The Executive Committee of the board of directors has the exclusive authority to nominate and elect new board members. Form 990, Part VI, Section B, Line 11b The 990 return shall be presented to the finance committee for review and comment and available for review by the full membership of the board of directors before it is filed. Form 990, Part VI, Section B, Line 12c Whatcom Land Trust's conflict of interest policy covers any insider. An insider is any Whatcom Land Trust board member, employee, or substantial contributor, or parties related to any of the above, those that have the ability to influence decisions of the organization, and those with information not available to the general public. Upon suspecting or learning of a conflict or potential conflict of interest, a board member or employee must immediately notify an officer or other board member of this conflict and disclose its nature and extent. The conflicted or potentially conflicted party shall be present for discussions or votes concerning the subject matter at issue, except as specifically provided by the policy. Review of the policy by the board is completed annually. Form 990, Part VI, Section B, Line 15 The Executive Committee of the board of directors meets once a year to determine the Executive Director's compensation based upon an informal study and inquiry of others. Form 990, Part VI, Section C, Line 19 Governing documents, conflict of interest policy, and financial statements are made available to the public upon request.