2024-04-22T11:46:39-05:00 2022-12-31 133628255 CONDON O'MEARA MCGINTY & DONNELLY LLP ONE BATTERY PARK PLAZA 7TH FL NEW YORK NY 10004 990 2022-01-01 562368769 THE NORTH SHORE LAND ALLIANCE INC NORT 5169221028 PO BOX 658 OYSTER BAY NY 11771 LISA OTT PRESIDENT 5169221028 2024-04-22 1 LISA OTT 999009999 0 ALEXANDER LAZZARUOLO P01775353 2126617777 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X LISA OTT PO BOX 658 OYSTER BAY NY 11771 4950132 0 X NORTHSHORELANDALLIANCE.ORG X 2003 NY TO CONSERVE AND STEWARD LONG ISLAND'S NATURAL AND HISTORIC LANDS, (CONTINUED ON SCHEDULE O) WATERS AND ENVIRONMENTAL RESOURCES. THROUGH EDUCATION, OUTREACH AND VOLUNTEERISM, WE CONNECT PEOPLE TO NATURE AND INSPIRE A COMMUNITY CONSERVATION ETHIC. 38 38 14 200 0 0 2921305 4434222 0 0 53814 4664 112853 102725 3087972 4541611 0 0 0 0 938018 990676 0 0 151008 539641 552027 1477659 1542703 1610313 2998908 13439856 16748583 211747 528970 13228109 16219613 TO CONSERVE AND STEWARD LONG ISLAND'S NATURAL AND HISTORIC LANDS, WATERS AND ENVIRONMENTAL RESOURCES. THROUGH EDUCATION, OUTREACH AND VOLUNTEERISM, WE CONNECT PEOPLE TO NATURE AND INSPIRE A COMMUNITY CONSERVATION ETHIC. 0 0 716765 EDUCATION AND COMMUNITY OUTREACH: EDUCATING THE COMMUNITY ABOUT ENVIRONMENTAL BENEFITS OF AND TIMELY NEED FOR LOCAL LAND CONSERVATION THROUGH SEMINARS, PUBLICATIONS, HANDS-ON ACTIVITIES LIKE THE LONG ISLAND WATER EDUCATION PROGRAM IN LOCAL SCHOOLS AND THE O'NEIL CONSERVATION STEWARDS SUMMER INTERNSHIP PROGRAM AS WELL AS NUMEROUS OTHER CONSERVATION-ORIENTED PROGRAMS. 337006 STEWARDSHIP: ON AN ONGOING BASIS, THE LAND ALLIANCE ADVISES LANDOWNERS ABOUT PRIVATE CONSERVATION METHODS, AS WELL AS ENFORCING CONSERVATION EASEMENTS ON 27 PRIVATE AND PUBLIC PROPERTIES TOTALING 184 ACRES OF LAND AND PROVIDING STEWARDSHIP SERVICES FOR AN ADDITIONAL 400 ACRES OF MANAGED LAND, OF WHICH 268 ACRES ARE FEE-OWNED. 172008 LAND CONSERVATION: PARTNERING WITH GOVERNMENT, THE COMMUNITY, AND OTHER NON-PROFIT ORGANIZATIONS TO RAISE FUNDS TO ACQUIRE LAND, CREATE PARKS AND ESTABLISH COMMUNITY GARDENS. IN 2022, THE LAND ALLIANCE UPDATED ITS COMMUNITY CONSERVATION PLAN IDENTIFYING MORE THAN 8,500 ACRES OF CONSERVATION WORTHY LANDS IN OUR DESIGNATED AREA WITH A GOAL OF ADVANCING MORE PRIVATE CONSERVATION EFFORTS. 1225779 1 1 0 0 0 0 1 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 16 0 1 14 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 38 38 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X LISA OTT PRESIDENT 5169221028 347 OYSTER BAY ROAD MILL NECK NY 11765 HOYLE JONES CHAIR 2.00 X X 0 0 0 LUIS RINALDINI VICE CHAIR 1.00 X X 0 0 0 JOHN BRALOWER VICE CHAIR 1.00 X X 0 0 0 AUGUSTA DONOHUE VICE CHAIR 1.00 X X 0 0 0 TIM DOOLEY VICE CHAIR 1.00 X X 0 0 0 HOLLIS RUSSELL VICE CHAIR 1.00 X X 0 0 0 JONATHAN MOORE TREASURER 1.00 X X 0 0 0 THOMAS LIEBER SECRETARY 1.00 X X 0 0 0 ROSEMARY BOURNE BOARD MEMBER 1.00 X 0 0 0 NANCY DOUZINAS BOARD MEMBER 1.00 X 0 0 0 JACK FOLEY BOARD MEMBER 1.00 X 0 0 0 E MAXWELL GEDDES BOARD MEMBER 1.00 X 0 0 0 OLIVER GRACE BOARD MEMBER 1.00 X 0 0 0 LYNN GRAY BOARD MEMBER 1.00 X 0 0 0 MEGHAN HAGEDORN BOARD MEMBER 1.00 X 0 0 0 DAVID R HOLMES BOARD MEMBER 1.00 X 0 0 0 RADFORD KLOTZ BOARD MEMBER 1.00 X 0 0 0 SHAUNA LEOPARDI BOARD MEMBER 1.00 X 0 0 0 BRIDGET MACASKILL BOARD MEMBER 1.00 X 0 0 0 PATRICK MACKAY BOARD MEMBER 1.00 X 0 0 0 PATSY MAYER BOARD MEMBER 1.00 X 0 0 0 THOMAS MCGRATH BOARD MEMBER 1.00 X 0 0 0 FRANK O'KEEFE BOARD MEMBER 1.00 X 0 0 0 CECILIA OH BOARD MEMBER 1.00 X 0 0 0 VALERIE OHRSTROM BOARD MEMBER 1.00 X 0 0 0 CLAUDIA OVERSTROM BOARD MEMBER 1.00 X 0 0 0 NICK PAUMGARTEN BOARD MEMBER 1.00 X 0 0 0 LAWRENCE SCHMIDLAPP BOARD MEMBER 1.00 X 0 0 0 HANNA ROBINSON BOARD MEMBER 1.00 X 0 0 0 RAYMOND SCHUVILLE BOARD MEMBER 1.00 X 0 0 0 FRANK SEGARRA BOARD MEMBER 1.00 X 0 0 0 BEN STOKES BOARD MEMBER 1.00 X 0 0 0 ZACH TAYLOR BOARD MEMBER 1.00 X 0 0 0 JEAN THATCHER BOARD MEMBER 1.00 X 0 0 0 ALEX URDEA BOARD MEMBER 1.00 X 0 0 0 ERIC VAUGHN BOARD MEMBER 1.00 X 0 0 0 PAUL VERMYLEN BOARD MEMBER 1.00 X 0 0 0 PAULA WEIR BOARD MEMBER 1.00 X 0 0 0 LISA OTT PRESIDENT 40.00 X 154000 0 0 154000 0 0 1 0 1 0 0 90957 297934 97500 3947831 2690251 4434222 4349 4349 113734 113419 315 315 315 397827 297934 295102 102725 102725 4541611 0 0 107389 154000 119165 12844 21991 689804 533771 57529 98504 78366 60640 6536 11190 68506 53010 5713 9783 6370 202 6168 45314 1443 43871 15104 481 14623 34666 22778 8425 3463 6900 220 6680 8952 6929 743 1280 487 487 19776 19776 16733 12951 1389 2393 CONSERVATION PROGRAM 124353 124353 COMMUNITY EDUCATION 117426 117426 PRESERVE MANAGEMENT 114641 114641 STAFF - RELATED 16812 13013 1395 2404 24493 24493 1542703 1225779 165916 151008 2038159 1936636 812508 12924 827012 604831 18843 23549 14125793 86458 9707080 14039335 36254 131308 13439856 16748583 211747 528970 211747 528970 X 10892917 14913935 2335192 1305678 13228109 16219613 13439856 16748583 2998908 -7404 0 X 0 1 X 1 0 X 2289623 1923712 2682783 2921305 4434222 14251645 2289623 1923712 2682783 2921305 4434222 14251645 2268854 11982791 22419 34149 16960 14693 4349 92570 55006 55006 14399221 0.83220 0.77320 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 27 184.00 27 1 1 100.00 3616 1 101456 -2901 98555 101410 46 101456 101273 137 101410 100912 361 101273 100876 36 100912 1.00000 0 0 11840311 11840311 50817 42863 7954 2234665 43595 2191070 14039335 4534207 -7404 -7404 4541611 0 4541611 1542703 0 1542703 0 1542703 PART II, LINE 9: A CONSERVATION EASEMENT IS A LEGAL AGREEMENT BETWEEN A LANDOWNER AND A LAND TRUST OR GOVERNMENT AGENCY THAT PERMANENTLY LIMITS THE USES OF LAND AND RESTRICTS SUBDIVISION AND DEVELOPMENT OF IT IN ORDER TO PROTECT ITS CONSERVATION VALUES. CONSERVATION EASEMENTS MAY BE DONATED BY LANDOWNERS TO A LAND TRUST. IF THE DONATION BENEFITS THE PUBLIC BY PERMANENTLY PROTECTING IMPORTANT CONSERVATION RESOURCES AND MEETS OTHER STATE AND FEDERAL TAX CODE REQUIREMENTS, IT MAY QUALIFY AS A TAX-DEDUCTIBLE CHARITABLE DONATION. A DONATED EASEMENT ALLOWS THE LANDOWNER TO CONTINUE TO OWN AND USE THE LAND AND TO SELL IT OR PASS IT ON TO HEIRS. THE LAND ALLIANCE HOLDS 27 EASEMENTS IMPACTING APPROXIMATELY 184 ACRES OF PUBLIC AND PRIVATE LAND AS OF DECEMBER 31, 2022. THE LAND ALLIANCE IS RESPONSIBLE FOR ENFORCING THE RESTRICTIONS DETAILED IN THE EASEMENT DOCUMENT BY MONITORING THE PROPERTY ON A REGULAR BASIS, TYPICALLY ONCE A YEAR, TO DETERMINE THAT THE PROPERTY REMAINS IN THE CONDITION PRESCRIBED BY THE EASEMENT DOCUMENT. THE RESPONSIBILITIES OF THE LAND ALLIANCE AS EASEMENT HOLDER ARE IN PERPETUITY. PART V, LINE 4: THE ORGANIZATION IS THE RECIPIENT OF AN ENDOWED FUND ESTABLISHED TO PROMOTE AND ENHANCE THE WORK OF THE LAND ALLIANCE. THE FUND, KNOWN AS THE WILLIAM AND JOYCE O'NEIL PRESERVATION FUND, IS TO BE USED EXCLUSIVELY FOR STEWARDSHIP FOR PRESERVE AND OTHER LANDS FOR WHICH THE LAND ALLIANCE HAS MAINTENANCE AND/OR MONITORING RESPONSIBILITIES. SCHEDULE D, PART II, LINE 9 THE LAND ALLIANCE DOES NOT RECORD A VALUE FOR CONSERVATION EASEMENTS IN ITS FINANCIAL STATEMENTS. WINE AUCTION 495626 244309 251317 77241 96500 2500 41453 GOLF OUTING 141505 44610 96895 29503 11889 13874 3 58630 9015 49615 1125 12000 9017 695761 297934 397827 107869 120389 2500 64344 295102 102725 0 0 0 0 0 0 0 0 0 LISA OTT PRESIDENT 139000 0 15000 0 0 0 0 0 0 0 154000 0 0 0 X 9 64796 FMV X 2 2450000 FMV X GOODS DONATED FOR AUCTION 187 175455 FMV X CONS.EASEMENTS 1 0 NO REV. RECOGNIZED 0 1 0 PART I, LINE 33: THE LAND ALLIANCE DOES NOT RECORD A VALUE FOR EASEMENTS ON ITS FINANCIAL STATEMENTS. A CONSERVATION EASEMENT IS A LEGAL AGREEMENT BETWEEN A LANDOWNER AND A LAND TRUST OR GOVERNMENT AGENCY THAT PERMANENTLY LIMITS THE USES OF LAND AND RESTRICTS SUBDIVISION AND DEVELOPMENT OF IT IN ORDER TO PROTECT ITS CONSERVATION VALUES. CONSERVATION EASEMENTS MAY BE DONATED BY LANDOWNERS TO A LAND TRUST. IF THE DONATION BENEFITS THE PUBLIC BY PERMANENTLY PROTECTING IMPORTANT CONSERVATION RESOURCES AND MEETS OTHER STATE AND FEDERAL TAX CODE REQUIREMENTS, IT MAY QUALIFY AS A TAX-DEDUCTIBLE CHARITABLE DONATION. A DONATED EASEMENT ALLOWS THE LANDOWNER TO CONTINUE TO OWN AND USE THE LAND AND TO SELL IT OR PASS IT ON TO HEIRS. THE LAND ALLIANCE HOLDS 27 EASEMENTS IMPACTING APPROXIMATELY 184 ACRES OF PUBLIC AND PRIVATE LAND AS OF DECEMBER 31, 2022. THE LAND ALLIANCE HELD 26 EASEMENTS IMPACTING APPROXIMATELY 183 ACRES OF PUBLIC AND PRIVATE LAND AS OF DECEMBER 31, 2021. THE LAND ALLIANCE IS RESPONSIBLE FOR ENFORCING THE RESTRICTIONS DETAILED IN THE EASEMENT DOCUMENT BY MONITORING THE PROPERTY ON A REGULAR BASIS, TYPICALLY ONCE A YEAR, TO DETERMINE THAT THE PROPERTY REMAINS IN THE CONDITION PRESCRIBED BY THE EASEMENT DOCUMENT. THE RESPONSIBILITIES OF THE LAND ALLIANCE AS EASEMENT HOLDER ARE IN PERPETUITY. THE LAND ALLIANCE MAY ACCEPT THE FOLLOWING GIFTS: CASH - NSLA MAY ACCEPT CASH GIFTS OF ANY AMOUNT. SECURITIES/STOCKS/BONDS - NSLA MAY ACCEPT GIFTS OF SECURITIES/STOCKS/BONDS. SUCH GIFTS WILL BE SOLD AS SOON AS POSSIBLE. TANGIBLE PERSONAL PROPERTY- MAY BE ACCEPTED AS A GIFT PROVIDED SUCH PROPERTY IS SALEABLE AND THE DONOR AGREES THAT THE PROPERTY CAN BE SOLD AT NSLA'S DISCRETION. THE DONOR IS RESPONSIBLE FOR OBTAINING A QUALIFIED APPRAISAL PRIOR TO COMPLETING THE GIFT. WHEN EVALUATING WHETHER TO SOLICIT AND/OR ACCEPT GIFTS, NSLA WILL CONSIDER THE FOLLOWING FACTORS: (1) WHETHER THE ACCEPTANCE OF THE GIFT COMPROMISES ANY CORE VALUES OF NSLA, (2) WHETHER THERE IS COMPATIBILITY BETWEEN THE INTENT OF THE DONOR AND NSLA'S USE OF THE GIFT, (3) WHETHER THE ACCEPTANCE OF THE GIFT WILL DAMAGE THE REPUTATION OF NSLA, (4) WHETHER THE GIFT OFFERED IS IN A FORM THAT NSLA CAN USE WITHOUT INCURRING SUBSTANTIAL EXPENSE OR DIFFICULTY. ALL DECISIONS TO SOLICIT AND/OR ACCEPT POTENTIALLY CONTROVERSIAL GIFTS WILL BE MADE BY THE EXECUTIVE DIRECTOR AND IN CONSULTATION WITH THE BOARD OF TRUSTEES OF NSLA. THE PRIMARY CONSIDERATION WILL BE THE IMPACT OF THE GIFT ON NSLA. FORM 990, PART VI, SECTION A, LINE 6 THERE ARE THREE CLASSES OF THE LAND ALLIANCE MEMBERSHIP: INDIVIDUAL, ORGANIZATION AND LAND CONSERVATION GROUP. FORM 990, PART VI, SECTION A, LINE 7A AT EVERY MEETING OF MEMBERS, EACH MEMBER PRESENT IS ENTITLED TO ONE VOTE. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS OF THE GOVERNING BODY REQUIRE A QUORUM OF 10% OF THE TOTAL MEMBERS OR, IF THE TOTAL MEMBERS EXCEED 1,000, THEN 100 MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 WAS PRESENTED TO THE GOVERNING BODY BEFORE IT WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REVIEWS THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 MEMBERS OF THE EXECUTIVE COMMITTEE OF THE BOARD MEET TO DISCUSS THE COMPENSATION OF THE PRESIDENT AND OTHER KEY EMPLOYEES WHERE MANY FACTORS ARE TAKEN INTO ACCOUNT TO DETERMINE APPROPRIATE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE LAND ALLIANCE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.