2025-11-13T12:51:04-08:00 2024-12-31 464405607 APPLEGATE & COMPANY PC CPAs 1421 S WOODLAND AVE MICHIGAN CITY IN 46360 990 2024-01-01 352153969 SHIRLEY HEINZE LAND TRUST INC SHIR 2192428558 109 WEST 700 NORTH VALPARAISO IN 46385 DALE NICHOLS TREASURER 2192428558 2025-10-13 true true PAUL E APPLEGATE CPA P00212518 2198717880 2024 2025-03-06 01:10:19Z DALE NICHOLS 109 WEST 700 NORTH VALPARAISO IN 46385 4946878 false X www.heinzetrust.org X 2001 IN TO PRESERVE AND RESTORE NATURAL LANDS AND WATERS IN NORTHWESTERN INDIANA, AND TO ENGAGE PEOPLE IN NATURE AND CONSERVATION 20 20 22 287 0 0 3955280 4592506 0 50959 78523 216229 209553 4222468 4880582 0 0 746001 918691 0 116964 550929 543451 1296930 1462142 2925538 3418440 21051049 25258531 214553 801100 20836496 24457431 TO PRESERVE AND RESTORE NATURAL LANDS AND WATERS IN NORTHWESTERN INDIANA, AND TO ENGAGE PEOPLE IN NATURE AND CONSERVATION false false 205700 0 0 EXPENSES RELATED TO ACQUISITION OF LAND 268707 0 0 PUBLIC EDUCATION AND SALE OF PUBLICATIONS 489214 0 0 LAND MANAGEMENT - CONSERVATION EXPENSES FOR LAND OWNED 963621 true true false false false false true false false true true false false false false true true false false false false false false false true false false false false false false false false false false false false false true false false false false false false false false true 4 0 22 true false false false false false true true false false false false X 20 20 false false false false false false false true true false false true true true true true true true true false IN X X KRISTOPHER KROUSE 2192428558 109 WEST 700 NORTH VALPARAISO IN 46385 KRISTOPHER KROUSE EXECUTIVE DIRECTOR 50.00 X X 134525 0 2515 MATT VESSELY PRESIDENT 1.00 X 0 0 0 EVIE KIRKWOOD VICE PRESIDENT 1.00 X 0 0 0 BARBARA FREEMAN SECRETARY 1.00 X 0 0 0 DALE NICHOLS TREASURER 1.00 X 0 0 0 TOM CERA BOARD DIRECTOR 1.00 X 0 0 0 SEAN HAY BOARD DIRECTOR 1.00 X 0 0 0 JANICE BROWN BOARD DIRECTOR 1.00 X 0 0 0 CHRISTINE LIVINGSTON BOARD DIRECTOR 1.00 X 0 0 0 BETSY FLEEK BOARD DIRECTOR 1.00 X 0 0 0 MAGGIE RICE BOARD DIRECTOR 1.00 X 0 0 0 JOSEPH BRENNAN BOARD DIRECTOR 1.00 X 0 0 0 KELLY CARMICHAEL BOARD DIRECTOR 1.00 X 0 0 0 THERESE VANDE HEY BOARD DIRECTOR 1.00 X 0 0 0 MARCELLA GREGORY BOARD DIRECTOR 1.00 X 0 0 0 CHRIS HOLFORD BOARD DIRECTOR 1.00 X 0 0 0 DEAN MAZZONI BOARD DIRECTOR 1.00 X 0 0 0 RACHEL SAXON BOARD DIRECTOR 1.00 X 0 0 0 RAEANN TRAKAS BOARD DIRECTOR 1.00 X 0 0 0 JOHN SEIBERT BOARD DIRECTOR 1.00 X 0 0 0 134525 0 2515 1 false false false 556000 4036506 1219751 4592506 78523 0 78523 275849 66296 209553 0 209553 4880582 0 0 288076 137040 89076 27408 20556 653303 542046 65753 45504 19748 14614 2172 2962 46401 34337 5104 6960 62199 46027 6842 9330 7735 0 7735 0 14899 0 14899 0 65139 65139 0 0 14840 14840 0 0 122354 73278 21237 27839 9209 0 9209 0 21864 17359 4505 0 32437 15226 13398 3813 375 0 375 0 38508 0 38508 0 110789 0 110789 0 29405 0 29405 0 SITE IMPROVEMENT 60689 51679 9010 0 DUES 15208 0 15208 0 1462142 963621 381557 116964 969844 467523 4500 200000 61150 36487 483 483 3966 4775 21269706 466744 17418599 20802962 2309950 3035057 282557 711244 21051049 25258531 111553 54277 103000 746823 0 0 214553 801100 X 5601486 5432169 15235010 19025262 20836496 24457431 21051049 25258531 3418440 202495 X false true X true false X 0 2687206 2361315 1936254 3955280 4592506 15532561 0 0 2687206 2361315 1936254 3955280 4592506 15532561 0 15532561 45856 115804 38700 71584 78523 350467 0 190956 197948 242552 267449 275849 1174754 17057782 0.91060 0.90190 X 0 0 0 Pt II Ln 10 Other Income Part II, Line 10 Description: HIKES 2020: 300. 2021: 0. 2022: 600. 2023: 0. 2024: 0. Description: BOOK SALES 2020: 0. 2021: 0. 2022: 0. 2023: 0. 2024: 0. Description: FUNDRAISING 2020: 190656. 2021: 197948. 2022: 241952. 2023: 267449. 2024: 275849. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 11 164.20 0 3 0 1 true 40.00 1626 true 1545541 26308 167835 4152 9945 1725587 1425723 186774 58109 8847 1545541 1675904 -226504 14647 9030 1425723 1256038 279665 172005 22836 8968 1675904 1003589 142230 118996 3927 4850 1256038 true false 0 19086449 19086449 178859 54017 124842 221267 175814 45453 1783131 236913 1546218 20802962 UNCERTAIN TAX POSITIONS 0 0 X 5147374 202495 12900 66296 281691 4865683 14899 14899 4880582 1526439 12900 66296 79196 1447243 14899 14899 1462142 Pt II, Line 5 THE POLICY IS ON FILE AT THE OFFICE. Pt II, Line 9 THE ORGANIZATION HAS ADOPTED THE STANDARDS AND PRACTICES OF LAND TRUST ALLIANCE, BUT IT IS NOT REFLECTED IN ITS EASEMENT DOCUMENTS. Pt V, Line 4 THE INTENDED USE OF THE ORGANIZATIONS ENDOWMENT FUNDS IS TO FULFILL THEIR MISSION FOR STEWARDSHIP PURPOSES AND PROGRAMS OF LAND ACQUISITION, RESTORATION, AND ENVIRONMENTAL EDUCATION. Pt X, Line 2 SHIRLEY HEINZE LAND TRUST, INC. IS EXEMPT FROM TAX ON INCOME UNDER SECTION 501(c)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, THE ORGANIZATION IS REQUIRED TO PAY TAX ON INCOME FROM ACTIVITIES UNRELATED TO ITS EXEMPT PURPOSE. FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023, THE PROVISION FOR FEDERAL AND INDIANA INCOME TAXES WAS $-0- AND $-0-, RESPECTIVELY. THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ISSUED ACCOUNTING STANDARDS CODIFICATION ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES THAT CLARIFIES THE ACCOUNTING AND RECOGNITION FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE ORGANIZATIONS INCOME TAX RETURNS. THE ORGANIZATION HAS ADOPTED THE STANDARD. THE ORGANIZATION EVALUATES ALL SIGNIFICANT TAX POSITIONS AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES IN THE UNITED STATES. AS OF DECEMBER 31, 2024, THE ORGANIZATION DOES NOT BELIEVE THAT IT HAS TAKEN ANY TAX POSITIONS THAT WOULD REQUIRE THE RECORDING OF ANY TAX LIABILITY NOR DOES IT BELIEVE THAT THERE ARE ANY UNREALIZED TAX BENEFITS THAT WOULD EITHER INCREASE OR DECREASE WITHIN THE NEXT TWELVE MONTHS. THE ORGANIZATIONS INCOME TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE APPROPRIATE TAXING JURISDICTIONS AND THE OPEN TAX YEARS ARE 2021-2024. Pt XI, Line 2d DIRECT FUNDRAISING EXPENSES $66,296 Pt XII, Line 2d DIRECT FUNDRAISING EXPENSES $66,296 SPRING BENEFIT 274149 274149 66296 274149 274149 66296 66296 207853 X 7 1007879 APPRAISAL/ESTIMATED VALUE false true false Pt VI, Line 11b THE 990 IS REVIEWED BY THE TREASURER AND PROVIDED TO THE BUDGET AND FINANCE COMMITTEE, AND THE BOARD OF DIRECTORS BEFORE FILING. Pt VI, Line 12c ALL BOARD MEMBERS RECEIVE THE CONFLICT OF INTEREST POLICY AND DISCLOSE, DURING THE COURSE OF MEETINGS OR ACTIVITIES, ANY INTERESTS IN A TRANSACTION OR DECISION. CONFLICTS ARE DETERMINED AND REVIEWED AT ALL LEVELS. IF A CONFLICT IS FOUND, THAT BOARD MEMBER CANNOT VOTE DURING DELIBERATIONS AND DECISIONS OF THAT TRANSACTION. Pt VI, Line 15a THE ORGANIZATION USES A COMPENSATION SURVEY DONE BY LAND TRUST ALLIANCE AS A GUIDE FOR THE BOARD OF DIRECTORS TO ESTABLISH COMPENSATION FOR THE EXECUTIVE DIRECTOR. Pt VI, Line 15b THE ORGANIZATION USES A COMPENSATION SURVEY DONE BY LAND TRUST ALLIANCE AS A GUIDE FOR THE BOARD OF DIRECTORS TO ESTABLISH COMPENSATION FOR OTHER KEY EMPLOYEES. Pt VI, Line 19 THE ORGANIZATIONS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.