2024-06-26T14:38:27-04:00 2023-10-31 830772076 LG&H 12 STILLWATER AVE STE 5 BANGOR ME 04401 990 2022-11-01 010426251 ISLAND HERITAGE TRUST INC ISLA 2073842455 PO BOX 42 DEER ISLE ME 046270042 KAREN HILL TREASURER 2073482455 2024-05-07 true KAREN HILL 999009999 false CHRISTOPHER S HINDS P01070796 2079904585 2024-05-07 2022 2023-04-26 12:10:37Z DIANA HARTNETT P O BOX 42 DEER ISLE ME 046270042 858389 false X WWW.ISLANDHERITAGETRUST.ORG X CONTRIBUTING TO THE WELL-BEING OF THE ISLAND COMMUNITY BY CONSERVING ITS DISTINCTIVE LANDSCAPES AND NATURAL RESOURCES, MAINTAINING PUBLIC ACCESS TO VALUED TRAILS, SHORELINE AND ISLANDS, AND BY PROVIDING EDUCATIONAL PROGRAMMING FOR ALL AGES. 11 11 8 70 0 585418 753571 14164 7559 36264 77798 -5027 1844 630819 840772 0 0 315532 335989 0 81685 154986 150527 470518 486516 160301 354256 1437300 1817586 31623 46740 1405677 1770846 X CONTRIBUTING TO THE WELL-BEING OF THE ISLAND COMMUNITY BY CONSERVING ITS DISTINCTIVE LANDSCAPES AND NATURAL RESOURCES, MAINTAINING PUBLIC ACCESS TO VALUED TRAILS, SHORELINE AND ISLANDS, AND BY PROVIDING EDUCATIONAL PROGRAMMING FOR ALL AGES. false false 307065 7559 PROMOTED THE VALUE OF LAND CONSERVATION, ENVIRONMENTAL EDUCATION, ENVIRONMENTAL PROTECTION, SIGNIFICANT OPEN SPACE, SCENIC AREAS, WILDLIFE HABITAT, NATURAL RESOURCES, AND HISTORIC AND CULTURAL FEATURES THAT OFFER PUBLIC BENEFIT TO THE RESIDENTS AND VISITORS TO DEER ISLE, MAINE. A TOTAL OF 1,450 ACRES AND 21.5 MILES OF SHORELINE HAVE BEEN PROTECTED TO DATE. 70 VOLUNTEERS ENGAGED OUR WORK DESPITE THE CONTINUING PANDEMIC, INCLUDING TRAIL BUILDING AND MAINTENANCE, AND PARTICIPATING IN OVER 30 VARIED-TOPIC, VIRTUAL, PUBLIC EDUCATION PROGRAMS FOR ALL AGES. APPROXIMATELY 500 LOCAL SCHOOL STUDENTS BENEFIT FROM WORKING WITH OUR ENVIRONMENTAL EDUCATOR, THE SCHOOL NATURE TRAIL, AND TAKING FIELD TRIPS TO OUR PRESERVES EACH YEAR. 307065 true true false false false false true true false true true false false false true false false false false false false false false false true false false false false false false false false false false false false false false true false false false false false false false true 2 0 8 true false false false false false true true false false false false false false X 11 11 true false false false true true true true true false false true true true true false true true false false X PAT GROSS 2073482455 420 SUNSET RD DEER ISLE ME 04627 WILLIAM WIEGMANN PAST CHAIR 5.00 X X 0 0 0 MICKIE FLORES SECRETARY 5.00 X X 0 0 0 KAREN HILL TREASURER 5.00 X X 0 0 0 DOUGLAS WILSON TRUSTEE 1.00 X 0 0 0 ELKE DORR TRUSTEE 1.00 X 0 0 0 JULIA ZELL EXECUTIVE DI 40.00 X 68326 0 5750 DIANA HARTNETT CHAIR 5.00 X X 0 0 0 DAVE BAYLEY TRUSTEE 1.00 X 0 0 0 ANNA GOFF TRUSTEE 1.00 X 0 0 0 JEFF HARTNETT TRUSTEE 1.00 X 0 0 0 CATHERINE WASHBURN VICE-CHAIR 2.00 X X 0 0 0 WOODY OSBORNE TRUSTEE 1.00 X 0 0 0 68326 5750 false false false 25886 727685 21358 753571 WINGS, WAVES, AND WOODS PRGM 7559 7559 7559 26313 26313 31610 19875 31610 19875 51485 19875 31610 18092 25886 17369 723 723 1369 248 1121 1121 840772 28555 58646 86661 30331 30331 25999 203538 148627 21525 33386 6940 5071 753 1116 15792 11544 3044 1204 23058 14417 3993 4648 5700 5700 17647 608 13722 3317 10583 3676 3675 3232 20941 14659 5235 1047 2396 970 1426 10663 8721 1618 324 1925 1925 STEWARDSHIP COSTS 29522 29522 PUBLIC RELS/COMMUNICATION 16566 15345 1152 69 DEVELOPMENT 7083 7083 OTHER PROGRAM EXPS 6413 6413 21088 15236 5592 260 486516 307065 97766 81685 321694 150660 306562 4543 4870 12982 5894 346717 121947 173842 224770 866589 1059195 57650 65635 1437300 1817586 30407 37539 1216 9201 31623 46740 X 649957 693771 755720 1077075 1405677 1770846 1437300 1817586 354256 10913 X true X false true false X 295862 386514 463461 585418 753571 2484826 295862 386514 463461 585418 753571 2484826 408423 2076403 15191 13420 12715 26625 26313 94264 3922 723 4645 8558 2161 119 900 11738 2595473 51067 0.80000 0.90780 X PART II, LINE 10 MISCELLANEOUS 11,738 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 38 845.95 1 true 635.00 15319 X X LAND CONSERVATION false 271575 20214 291789 343151 -61078 10498 271575 273056 10000 69112 9017 343151 253587 29446 9977 273056 230524 29364 6301 253587 0.71460 0.28540 false false 270605 88831 181774 34073 21363 12710 42039 11753 30286 224770 OPERATING LEASE LIABILITY 7985 FUNDS HELD AS FISCAL AGENT 1216 9201 SCHEDULE D, PAGE 1, PART II, LINE 5 CE MONITORING: IT IS THE POLICY OF ISLAND HERITAGE TRUST (IHT) TO VISIT EACH PROPERTY SUBJECT TO A CONSERVATION EASEMENT FOR MONITORING PURPOSES AT LEAST ONCE EACH YEAR. MONITORING EACH EASEMENT PROPERTY AND DOCUMENTING THE CONDITION OF ITS CONSERVATION VALUES IS A FUNDAMENTAL RESPONSIBILITY IHT ASSUMES WHEN ACCEPTING A CONSERVATION EASEMENT, AND IS SUBJECT TO OVERSIGHT BY THE MAINE ATTORNEY GENERAL'S OFFICE. MONITORING REPORTS SUBSTANTIATE THE CONDITION OF THE CONSERVATION VALUES OF THE PROPERTY AS OF THE DATE OF THE MONITORING VISIT. THE BASELINE DOCUMENTATION REPORT AND THE CONSERVATION EASEMENT DOCUMENT ESTABLISH THE BASIS FOR ANNUAL MONITORING. THE PRIMARY TASKS OF MONITORING ARE TO MAKE ON-SITE OBSERVATIONS, COMPARE THEM TO THE BASELINE AND CE DOCUMENTS, AND DETERMINE WHETHER OR NOT ALL CONSERVED VALUES, TERMS, AND CONDITIONS ARE IN COMPLIANCE. THE REPORT WILL BE STORED IN THE PERMANENT PROPERTY FILES IN ACCORDANCE WITH IHT'S RECORDS POLICY. CE ENFORCEMENT: IT IS THE POLICY OF ISLAND HERITAGE TRUST (IHT) TO ENFORCE THE CONSERVATION PURPOSES OF ITS CES THROUGH ANNUAL MONITORING TO ENSURE EARLY DISCOVERY, WHICH MAY REDUCE OR ELIMINATE ANY POTENTIAL VIOLATIONS. OUR GOAL IS TO MAINTAIN CONSTRUCTIVE AND RESPECTFUL WORKING RELATIONSHIPS WITH LANDOWNERS, AND SEEK APPROVAL FROM THE BOARD OF TRUSTEES IN ANY FINAL DECISION ABOUT A CE VIOLATION. IHT WILL CONSULT THEIR ATTORNEY AS NEEDED, AND WILL REQUIRE MITIGATION FOR ANY VIOLATION. VIOLATIONS OF EASEMENTS CAN BE MAJOR OR MINOR, AND GENERALLY ARE THE RESULT OF A MISUNDERSTANDING OF CE RESTRICTIONS. WORKING WITH REALTORS, POTENTIAL BUYERS, AND NEW OWNERS TO INFORM THEM OF THE SERIOUSNESS OF THE CE WILL REDUCE MISUNDERSTANDINGS. AN AMENDMENT TO THE CE MIGHT BE REQUIRED TO MAKE THE REMEDIAL MEASURES BINDING IN THE FUTURE. EVERY CE AND EVERY VIOLATION IS DIFFERENT, SO DIFFERENT SOLUTIONS ARE NECESSARY. IHT WILL TAKE ACTION ON EVERY VIOLATION. IF A RESOLUTION OF THE PROBLEM BY AGREEMENT OF THE PARTIES CANNOT BE REACHED, IHT WILL CONSIDER LEGAL ACTION, INCLUDING LITIGATION. ALL INITIAL INVESTIGATION AND DOCUMENTATION OF THE VIOLATION WILL BE CONDUCTED CAREFULLY WITH A COMPLETE "PAPER TRAIL," AS THOUGH IN PREPARATION FOR LITIGATION. MONITORING AND ENFORCEMENT LANGUAGE IS INCLUDED IN ALL EASEMENT AGREEMENTS. SCHEDULE D, PAGE 1, PART II, LINE 9 CONSERVATION EASEMENTS ARE DEEMED TO BE WITHOUT ECONOMIC VALUE TO ISLAND HERITAGE TRUST, AND HENCE ARE NOT RECORDED AS REVENUE OR ASSETS. TEXT OF FINANCIAL STATEMENT NOTE: "CONSERVATION EASEMENTS ARE DEEMED TO BE WITHOUT ECONOMIC VALUE TO THE ORGANIZATION AND THEREFORE ARE VALUED AT ZERO FOR ACCOUNTING PURPOSES." SCHEDULE D, PAGE 1, PART III, LINE 1A THE ORGANIZATION'S COLLECTIONS ARE MADE UP OF LAND, ISLANDS, AND A LIGHTHOUSE THAT ARE HELD FOR CONSERVATION PURPOSES. EACH PROPERTY CONTAINS SIGNIFICANT NATURAL, CULTURAL, OR HISTORIC FEATURES THAT ARE DESERVING OF PRESERVATION, AND THEIR CONDITION IS CONTINUALLY MONITORED AND CARED FOR. THE COLLECTIONS ARE SUBJECT TO A POLICY THAT REQUIRES THE PROCEEDS FROM THEIR SALES BE USED TO ACQUIRE OR MAINTAIN OTHER ITEMS FOR COLLECTIONS; HOWEVER, THE ORANIZATION INTENDS TO PROTECT ALL OF ITS PROPERTY HELD FOR CONSERVATION IN PERPETUITY. SCHEDULE D, PAGE 2, PART III, LINE 4 THE ORGANIZATION'S COLLECTION OF CONSERVATION LANDS LOCATED ON DEER ISLE, MAINE, CONSERVES THE ISLAND'S DISTINCTIVE LANDSCAPES AND NATURAL RESOURCES, AND MAINTAINS PUBLIC ACESS TO VALUED TRAILS, SHORELINES, AND ISLANDS. BRUNCH/AUCTION 39111 25886 13225 9065 900 7404 39111 25886 13225 9065 900 7404 17369 -4144 X 5005 ESTIMATED VALUE X 6 15583 PUBLICLY TRADED X 1 COLLECTIBLES NOT RECORDED X ELECTRICITY 1 770 ESTIMATED VALUE false true false FORM 990 - ORGANIZATION'S MISSION CONTRIBUTING TO THE WELL-BEING OF THE ISLAND COMMUNITY BY CONSERVING ITS DISTINCTIVE LANDSCAPES AND NATURAL RESOURCES, MAINTAINING PUBLIC ACCESS TO VALUED TRAILS, SHORELINE AND ISLANDS, AND BY PROVIDING EDUCATIONAL PROGRAMMING FOR ALL AGES. FORM 990, PAGE 6, PART VI, LINE 2 JEFF HARTNETT DIANA HARTNETT TRUSTEE CHAIR MARRIED FORM 990, PAGE 6, PART VI, LINE 6 MEMBERS OF ISLAND HERITAGE TRUST ARE ANY INDIVIDUAL MAKING A CASH OR IN- KIND CONTRIBUTION AND PROVIDING WRITTEN NOTICE OF INTENT TO BECOME A MEMBER. FORM 990, PAGE 6, PART VI, LINE 7A MEMBERS OF THE ORGANIZATION ELECT THE BOARD OF TRUSTEES AT AN ANNUAL MEETING. FORM 990, PAGE 6, PART VI, LINE 7B MEMBERS OF THE ORGANIZATION APPROVE CHANGES TO THE ORGANIZATION'S BY-LAWS, AND APPROVE CERTAIN TRANSFERS OF REAL ESTATE. FORM 990, PAGE 6, PART VI, LINE 11B BOARD MEMBERS RECEIVE THE FORM 990 AND HAVE AN OPPORTUNITY TO REVIEW IT AND PROVIDE FEEDBACK BEFORE IT IS FILED. FORM 990, PAGE 6, PART VI, LINE 12C IF A CONFLICT OF INTEREST ARISES, THE BOARD MEMBER IS REQUIRED TO NOTIFY THE EXECUTIVE DIRECTOR AND THE CHAIR OF THE BOARD IMMEDIATELY. FORM 990, PAGE 6, PART VI, LINE 15A THE EXECUTIVE COMMITTEE APPROVED COMPENSATION FROM A BASELINE THAT WAS ESTABLISHED WHEN THE EXECUTIVE DIRECTOR WAS HIRED. THE BASELINE WAS DETERMINED FROM A STUDY OF SALARIES PAID BY OTHER LAND TRUST IN MAINE. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.