2024-05-15T08:36:22-05:00 2023-06-30 351178661 BLUE & CO LLC 813 WEST SECOND STREET SEYMOUR IN 47274 990 2022-07-01 351830637 SYCAMORE LAND TRUST INCORPORATED SYCA 8123365382 PO BOX 7801 BLOOMINGTON IN 47407 JOHN LAWRENCE EXECUTIVE DIRECTOR 8123365382 2024-05-13 1 JOHN LAWRENCE 999009999 1 KANDY L WISCHMEIER CPA P00118327 8125228416 2024-05-13 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z JOHN LAWRENCE PO BOX 7801 BLOOMINGTON IN 47407 5427093 0 X WWW.SYCAMORELANDTRUST.ORG X 1990 IN TO PRESERVE THE BEAUTY, HEALTH, AND DIVERSITY OF SOUTHERN INDIANA'S NATURAL LANDSCAPE THROUGH STRATEGIC LAND CONSERVATION AND ENVIRONMENTAL EDUCATION. 15 15 10 75 0 0 2065695 2998570 235000 361000 312147 167663 247216 392453 2860058 3919686 0 0 0 0 586765 639317 0 0 130102 328920 1322015 915685 1961332 1944373 1958354 21762005 23992643 6397 12500 21755608 23980143 TO PRESERVE THE BEAUTY, HEALTH, AND DIVERSITY OF SOUTHERN INDIANA'S NATURAL LANDSCAPE THROUGH STRATEGIC LAND CONSERVATION AND ENVIRONMENTAL EDUCATION. 0 0 999139 361000 LAND PROTECTION: SYCAMORE PERMANENTLY PROTECTS THE BEAUTIFUL NATURAL HERITAGE OF SOUTHERN INDIANA BY OWNING LAND AND HOLDING PERMANENT CONSERVATION EASEMENTS ON PRIVATE PROPERTIES. WE HAVE COMPLETED OVER 100 PROJECTS TO PROTECT A TOTAL OF OVER 11,000 ACRES. WE OWN, MANAGE AND RESTORE MORE THAN 6,000 ACRES OF FORESTS, WETLANDS AND GRASSLANDS, INCLUDING FORMERLY MINED OR FARMED LAND. WE HAVE BUILT AND MAINTAIN TRAILS FOR FREE PUBLIC USE AT 13 NATURE PRESERVES TO ENABLE ENVIRONMENTALLY FRIENDLY RECREATION AND EDUCATION. SYCAMORE HOLDS CONSERVATION EASEMENTS ON OVER 4,000 ACRES OF PRIVATELY OWNED PROPERTIES TO PROTECT THEIR CONSERVATION VALUES. WE HAVE ALSO INVESTED RESOURCES TO PROTECT AN ADDITIONAL 10,000 ACRES OWNED BY OTHER ORGANIZATIONS. 360928 LAND STEWARDSHIP: ON LAND THAT WE OWN, WE MANAGE FOR ECOLOGICAL HEALTH. WITH INPUT FROM EXPERTS IN ECOLOGY AND ENVIRONMENTAL SCIENCE, AND THE HELP OF VOLUNTEER LAND STEWARDS, WE PLANT TREES, ELIMINATE INVASIVE PLANTS, AND REMOVE REFUSE. WE ALSO MANAGE OUR PUBLIC NATURE PRESERVES FOR ENVIRONMENTALLY FRIENDLY PUBLIC USE BY PROVIDING TRAILS, PARKING AREAS, AND ENVIRONMENTAL SIGNAGE. ON PRIVATE PROPERTIES FOR WHICH WE HOLD CONSERVATION EASEMENTS, WE THOROUGHLY MONITOR AND REPORT ON EACH PROPERTY THROUGH REGULAR SITE VISITS TO ENSURE THAT CONSERVATION PROTECTIONS ARE ENFORCED. 114700 21486 ENVIRONMENTAL EDUCATION: BUILDING AN UNDERSTANDING OF AND APPRECIATION FOR NATURE IS CRITICAL TO OUR MISSION OF CONSERVING LAND AND CREATING A HEALTHY ENVIRONMENT FOR CURRENT AND FUTURE GENERATIONS. IN THE PAST YEAR WE ALSO HAD OVER 5,000 PARTICIPANTS IN OUR INTERACTIVE PROGRAMS AT SCHOOLS, AT OUR PRESERVES AND OTHER PROPERTIES, AND WITH COMMUNITY GROUPS THROUGHOUT SOUTHERN INDIANA. PARTNERING WITH SCHOOLS, WE BUILD NATIVE PLANT GARDENS AND OTHER HABITATS ON SCHOOLYARDS. THOUSANDS OF PEOPLE OF ALL AGES AND ABILITIES ALSO VISIT OUR PUBLIC NATURE PRESERVES AND OTHER PROPERTIES TO HIKE, BIRDWATCH, PHOTOGRAPH, AND ENJOY THE PHYSICAL AND MENTAL BENEFITS OF BEING IN NATURE. 161369 161369 1636136 1 1 0 0 0 0 1 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 14 0 1 10 1 0 0 0 0 0 1 1 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X X THE ORGANIZATION 8123365382 PO BOX 7801 BLOOMINGTON IN 47407 ANDREA LUTZ DIRECTOR 0.50 X 0 0 0 BILL MCCOY DIRECTOR 0.50 X 0 0 0 BRIAN BESSER DIRECTOR 0.50 X 0 0 0 ELAINE CALDWELL EMMI DIRECTOR 0.50 X 0 0 0 GEORGE HUNTINGTON DIRECTOR 0.50 X 0 0 0 JENNY STEPHENS DIRECTOR 0.50 X 0 0 0 JIM EAGLEMAN DIRECTOR 0.50 X 0 0 0 LINDSAY WOOD DIRECTOR 0.50 X 0 0 0 MARIA VITERISI DIRECTOR 0.50 X 0 0 0 W WILLIAM WEEKS DIRECTOR 0.50 X 0 0 0 SUSAN YOON DIRECTOR 0.50 X 0 0 0 JOHN LAWRENCE EXECUTIVE DIRECTOR 40.00 X 92800 0 10944 TIM DUNFEE BOARD CHAIR 2.00 X 0 0 0 JUDITH STEWART BOARD VICE CHAIR 2.00 X 0 0 0 SARAH BAUMGART TREASURER 2.00 X 0 0 0 BOB COSTELLO SECRETARY 2.00 X 0 0 0 92800 0 10944 0 0 0 0 0 52840 2945730 1666603 2998570 MITIGATION PROJECTS 110000 361000 361000 361000 135995 135995 370967 0 370967 370967 370967 946840 592235 915172 592235 31668 0 31668 31668 OTHER 611710 21486 21486 21486 3919686 382486 0 538630 106219 79541 9239 17439 385096 288374 33498 63224 116127 86960 10101 19066 31875 23869 2773 5233 1480 1480 22290 22290 30007 30007 61809 61809 36809 29021 725 7063 7962 5960 695 1307 9471 7092 824 1555 44267 30987 8853 4427 33355 24978 2901 5476 LAND ACQUISITION COSTS 850538 850538 LAND STEWARDSHIP SUPPLY 98263 98263 TRADE LAND EXPENSES 26439 26439 EDUCATION MATERIALS 18869 18869 80456 65245 9899 5312 1961332 1636136 195094 130102 479739 93349 1734297 1631576 4934 0 15751194 425167 14263248 15326027 4433486 6044410 846301 897281 21762005 23992643 5578 11143 819 1357 6397 12500 X 4329250 4376321 17426358 19603822 21755608 23980143 21762005 23992643 1958354 266181 0 X 0 0 0 X 1686394 1806842 1591471 2065695 2998570 10148972 43055 67624 235000 361000 706679 1729449 1874466 1591471 2300695 3359570 10855651 0 324186 148017 696585 1519997 1273919 3962704 324186 148017 696585 1519997 1273919 3962704 6892947 186799 146332 122173 384380 506962 1346646 186799 146332 122173 384380 506962 1346646 4000 9461 16800 11585 21486 63332 1920248 2030259 1730444 2696660 3888018 12265629 0.56200 0.67420 0.10980 0.07560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 44 4822.22 0 0 1 1 250.00 10000 1988626 136750 79649 62648 2142377 2172345 126250 -257821 52148 1988626 1654530 71750 460594 14529 2172345 1575111 25000 13537 14403 1599245 1443498 134613 63116 66116 1575111 1.00000 1 0 14585211 55106 14640317 775950 209793 566157 227530 171457 56073 107397 43917 63480 15326027 SALES TAX PAYABLE 607 SECURITY DEPOSIT 750 1357 PART II, LINE 5: THE ORGANIZATION HAS A WRITTEN POLICY REGARDING THE PERIODIC MONITORING, INSPECTION, HANDLING OF VIOLATIONS, AND ENFORCEMENT OF ITS CONSERVATION EASEMENTS, WHICH MEETS LAND TRUST ALLIANCE ACCREDITATION REQUIREMENTS. THE POLICY REQUIRES THAT EVERY CONSERVATION EASEMENT IS INSPECTED AT LEAST ANNUALLY FOR COMPLIANCE, AND ANY VIOLATIONS ARE ADDRESSED IN A TIMELY MANNER. EACH CONSERVATION EASEMENT HAS STANDARD PROVISIONS TO FACILITATE INSPECTIONS, MONITORING, AND ENFORCEMENT. PART II, LINE 9: THE ORGANIZATION DOES NOT RECORD THE VALUE OF CONSERVATION EASEMENTS AS A CONTRIBUTION OR AS AN ASSET IN THE FINANCIAL STATEMENTS. THE TOTAL CONSERVATION EASEMENTS AND THE ESTIMATED VALUE IS DISCLOSED AS A FOOTNOTE IN THE AUDITED STATEMENTS OF THE LAND TRUST. BECAUSE OF SEVERE LIMITATIONS ON USE, SALE OR TRANSFER OF THESE EASEMENTS AND BECAUSE THE LIMITATIONS ARE, FOR PRACTICAL PURPOSES, INEXTINGUISHABLE, SYCAMORE CONSIDERS THEM TO BE OF ESSENTIALLY NO VALUE IN THE HANDS OF THE ORGANIZATION. THIS IS NOT A REFLECTION UPON THE VALUATION OF THE DONATION. THE DONATIONS, SUPPORTED BY INDEPENDENT APPRAISALS, REFLECT THE VALUE SURRENDERED BY THE DONOR BUT NOT NECESSARILY THE VALUE AT WHICH SYCAMORE SHOULD RECOGNIZE THE TRANSACTION. THE RECOGNITION OF CONSERVATION EASEMENTS AT NO VALUE IS IN KEEPING WITH CUSTOMARY PRACTICE BY SIMILAR ORGANIZATIONS. PART V, LINE 4: THESE FUNDS ARE HELD FOR THE SPECIFIED PURPOSE OF THE DONOR: STEWARDSHIP, LAND ACQUISITION, OPERATIONS, ENVIRONMENTAL EDUCATION. THE EARNINGS FROM THESE INVESTED FUNDS ARE USED TO FURTHER THE PURPOSES OF THAT FUND. X 3 20173 FAIR MARKET VALUE X 2 652235 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: DONATIONS OF STOCK GO THROUGH THE STOCK BROKER FORM 990, PART VI, SECTION B, LINE 11B THE BOARD TREASURER WILL PRESENT THE 990 TO THE BOARD FOR REVIEW AND QUESTIONS, PRIOR TO SUBMITTAL. FORM 990, PART VI, SECTION B, LINE 12C AS AN AGENDA ITEM, THE BOARD OF DIRECTORS IS ASKED AT EACH MEETING TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST. SUBSEQUENTLY, POTENTIAL CONFLICTS ARE DISCUSSED BY THE BOARD AS DESCRIBED IN THE CONFLICT OF INTEREST POLICY, AND A COURSE OF ACTION IS RECOMMENDED. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE, COMPRISED OF THE BOARD CHAIR, VICE CHAIR, SECRETARY AND TREASURER, REVIEW LAND TRUST ALLIANCE COMPENSATION SURVEYS, COMPENSATION LEVELS AT OTHER INDIANA BASED LAND TRUSTS, AN INDIVIDUAL'S PERFORMANCE RESULTS, AND SALARY LEVLES IN THE BLOOMINGTON COMMUNITY TO DETERMINE THE EXECUTIVE DIRECTOR'S COMPENSATION LEVEL. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST, DURING REGULAR BUSINESS HOURS.