2026-08-05T10:05:32-04:00 2025-12-31 882802798 FORGE FINANCIAL & MANAGEMENT CONSULTING 1245 JORDAN CREEK PKWY STE 100 WEST DES MOINES IA 502662343 990 2025-01-01 421104058 BUR OAK LAND TRUST BURO 3193387030 PO BOX 2523 IOWA CITY IA 52244 JASON TAYLOR EXECUTIVE DIRECTOR 3193387030 2026-08-04 true ROSS VANLAAR CPA P01532250 5156203050 2026-08-05 2025 2025-03-06 01:10:19Z JASON TAYLOR PO BOX 2523 IOWA CITY IA 52244 799905 false X WWW.BUROAKLANDTRUST.ORG X 1978 IA BUR OAK LAND TRUST ADVANCES BIODIVERSITY IN EASTERN IOWA BY PROTECTING RESILIENT LANDSCAPES AND CONNECTING PEOPLE TO NATURE. 12 12 14 50 0 875537 733345 0 25325 24531 30346 33299 931208 791175 0 0 410027 506827 0 56818 423960 331317 833987 838144 97221 -46969 3952032 4039690 99821 153136 3852211 3886554 X ADVANCING BIODIVERSITY IN EASTERN IOWA BY PROTECTING RESILIENT LANDSCAPES AND CONNECTING PEOPLE TO NATURE. false false 605566 PROPERTY STEWARDSHIP: BUR OAK LAND TRUST OWNS AND MANAGES 13 LOCAL NATURAL AREAS IN IOWA'S JOHNSON, MUSCATINE AND POWESHIEK COUNTIES, TOTALING 594 ACRES. THE TRUST ALSO HOLDS 17 CONSERVATION EASEMENTS, TOTALING 391 ACRES FROM PRIVATE LANDOWNERS WHO WISH TO PROTECT THEIR LAND FROM DEVELOPMENT IN PERPETUITY. THE TRUST HAS A CONSERVATION DIRECTOR AND A STEWARDSHIP DIRECTOR WHO DEVELOP MANAGEMENT PLANS FOR EACH PROPERTY IN COLLABORATION WITH AMERICORPS MEMBERS AND VOLUNTEERS. LAND CONSERVATION AND MANAGEMENT: PROPERTY MANAGEMENT PLANS FOR FEE-OWNED PROPERTIES INCLUDE IDENTIFICATION OF NATIVE AND NON-NATIVE SPECIES FOUND ON THE PROPERTIES, CONTROL OF INVASIVE SPECIES, AND UNIQUE MANAGEMENT REQUIREMENTS NECESSARY FOR THE PROTECTION OF ENDANGERED, THREATENED, AND SPECIES OF SPECIAL CONCERN. REDUCTION OF INVASIVE SPECIES WILL ALLOW FOR THE REESTABLISHMENT OF A MORE RESILIENT NATIVE ECOSYSTEM. IN 2025, APPROXIMATELY 15,000 HOURS OF ACTIVE LAND MANAGEMENT OCCURRED ON THE TRUST'S FEE-OWNED PROPERTIES, WITH A FOCUS ON HABITAT RESTORATION AND IMPROVEMENT. MANAGEMENT TECHNIQUES AND ACTIVITIES INCLUDED PRESCRIBED FIRE, TIMBER STAND IMPROVEMENT AND CANOPY REDUCTION, MECHANICAL REMOVAL OF INVASIVE SPECIES, NATIVE SEED HARVESTING AND SEED SPREADING, AND NATIVE SHRUB AND TREE PLANTING. PUBLIC AWARENESS, EDUCATION AND SUPPORT: BUR OAK LAND TRUST STAFF, BOARD MEMBERS, VOLUNTEERS, AND AMERICORPS MEMBERS PRESENTED TO DIVERSE COMMUNITY GROUPS PROMOTING LAND CONSERVATION AND PROVIDING EDUCATIONAL OPPORTUNITIES. THE TRUST HOSTED IN-PERSON AND ONLINE EDUCATIONAL AND OUTREACH EVENTS. THE TRUST MAINTAINS A SOCIAL MEDIA PRESENCE THROUGH NUMEROUS PLATFORMS, PROVIDING EDUCATIONAL CONTENT AND PROMOTING OPPORTUNITIES. 605566 true true false false false false true false false true true false false false true true false false false false false false false false true false false false false false false false false false false false false false false false false false false false false false false true 2 0 true 14 true false false false false false false false false false false false false X 12 12 false false false false false false false true true false false true true true true true true true true false IA CA DC X JASON TAYLOR 3193387030 PO BOX 2523 IOWA CITY IA 52244 JOHN VAN RYBROEK PRESIDENT 2.00 X X 0 0 0 CHARLOTTE FAIRLIE SECRETARY 2.00 X X 0 0 0 JIM PETERS TREASURER 2.00 X X 0 0 0 HAILEY EKLUND DIRECTOR 1.50 X 0 0 0 BRIAN JOHANNESEN DIRECTOR 1.50 X 0 0 0 KRISTIN DEAN DIRECTOR 1.50 X 0 0 0 DENNIS LAMANTIA DIRECTOR 1.00 X 0 0 0 CHRISTINE FACHMAN DIRECTOR 1.50 X 0 0 0 CHRIS JENSEN TERMED 725 PAST PRESIDE X X 0 0 0 JOE HOLLAND TERMED 725 DIRECTOR X 0 0 0 KEN LOWDER TERMED 1225 DIRECTOR X 0 0 0 LIZ MAAS DIRECTOR 1.50 X 0 0 0 KATE REILLY TERMED 725 PAST TREASUR X X 0 0 0 JACK MORAN DIRECTOR 1.50 X 0 0 0 KERRI MEAD DIRECTOR 1.50 X 0 0 0 TANNER KROB DIRECTOR 1.50 X 0 0 0 JASON TAYLOR EXECUTIVE DI 40.00 X 70000 0 6262 70000 6262 false false false 5040 223009 505296 24998 733345 24531 24531 34415 5040 8730 25685 25685 FEE FOR SERVICE 900099 4625 4625 MISCELLANEOUS INCOME 900099 2989 2989 7614 791175 57830 76261 15252 45757 15252 369459 345591 18532 5336 33227 31060 1682 485 27880 22813 3840 1227 750 122 619 9 14695 2394 12122 179 2699 440 2226 33 2417 394 1994 29 24892 14159 8479 2254 14626 1350 9590 3686 50943 34416 14784 1743 22089 13262 4012 4815 2560 2456 104 2585 2585 32100 32100 19395 2467 16882 46 LIVING ALLOWANCE 109083 109083 DUES, LICENSES, & PERMITS 25896 2652 2892 20352 MISCELLANEOUS 5190 5070 120 EQUIPMENT RENTAL 1397 25 1372 838144 605566 175760 56818 102282 85914 56036 31141 3785 3200 2991764 88149 2917354 2903615 871858 910052 717 105768 3952032 4039690 12441 14468 27500 24500 59163 717 114168 99821 153136 X 3506280 3546647 345931 339907 3852211 3886554 3952032 4039690 -46969 81312 X true X false true false X 854904 1225361 751637 875537 733345 4440784 854904 1225361 751637 875537 733345 4440784 583872 3856912 12944 15443 19551 23325 24531 95794 4556 24685 29241 15210 13249 26524 24780 7614 87377 4653196 0.82890 0.81240 X PART II, LINE 10 FUNDRAISING, DEER TAG, & MISC INCOME 87,377 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17 391.00 1 true 75.00 3000 44968 1806 -1798 44976 45058 1450 -1540 44968 46496 1530 -2968 45058 50551 -2599 -1456 46496 46689 5266 -1404 50551 0.37830 0.56960 0.05210 true false 2766120 2766120 3609 2556 1053 124706 53099 71607 97329 32494 64835 2903615 OPERATING LEASE LIABILITY 114168 114168 X SCHEDULE D, PAGE 1, PART II, LINE 5 THE BUR OAK LAND TRUST USES A RANGE OF TOOLS TO HELP CONSERVE IMPORTANT NATURAL RESOURCES IN IOWA. THE TRUST RECOGNIZES THE IMPORTANCE OF USING CONSERVATION EASEMENTS, BUT ALSO RECOGNIZES THE PERPETUAL RESPONSIBILTIES OF BEING A CONSERVATION EASEMENT GRANTEE. THE TRUST HAS SPECIFIC POLICIES AND TAKES SPECIFIC ACTIONS AS NECESSARY TO MONITOR AND ENFORCE THE PROVISIONS OF CONSERVATION EASEMENTS HELD BY THE TRUST. SEPARATE BOARD- DESIGNATED ACCOUNTS WERE ALSO ESTABLISHED TO PROVIDE FOR A PROPERTY STEWARDSHIP POSITION, PROPERTY MANAGEMENT, AND CONSERVATION EASEMENT LEGAL DEFENSE AND STEWARDSHIP. THE TRUST ESTABLISHED A POLICY THAT REQUIRES THAT FUNDS BE SET ASIDE AS PART OF THE ACQUISITION OF EACH CONSERVATION EASEMENT. IT IS THE POLICY OF THE TRUST THAT THESE FUNDS BE INVESTED AS A PART OF ITS PROJECT FUNDING POLICY. THESE FUNDS WILL BE INVESTED TO PREVENT LOSS OF PRINCIPAL WHEN POSSIBLE. AS A PART OF THE ANNUAL BUDGET PROCESS, A PORTION OF THE EARNINGS WILL BE INCLUDED IN REVENUES EVERY YEAR TO COVER THE COSTS OF BASELINE DOCUMENTATION, ANNUAL MONITORING, AND TECHNICAL ASSISTANCE TO THE LANDOWNERS. THE TRUST HAS FURTHER ESTABLISHED BOARD- DESIGNATED CONSERVATION EASEMENT LEGAL DEFENSE ACCOUNT. THIS ACCOUNT IS TO BE USED FOR LEGAL DEFENSE, ARBITRATION OR LITIGATION COSTS ASSOCIATED WITH ENFORCING THE PROVISIONS OF ANY CONSERVATION EASEMENT HELD BY THE TRUST. IT IS THE POLICY OF THE TRUST THAT THESE FUNDS BE INVESTED AS A BOARD- DESIGNATED ACCOUNT. THESE FUNDS WILL BE INVESTED TO PREVENT LOSS OF PRINCIPAL. ANY INVESTMENT INCOME ATTRIBUTED TO THE CONSERVATION EASEMENT LEGAL DEFENSE ACCOUNT SHALL REMAIN IN THE ACCOUNT. THE PRINCIPAL AND ANY INVESTMENT INCOME OF THE ACCOUNT MAY BE USED FOR LEGAL DEFENSE. ANY LEGAL ACTIONS TAKEN BY THE TRUST, OR USE OF THE FUNDS IN THE CONSERVATION EASEMENT LEGAL DEFENSE ACCOUNT, REQUIRE APPROVAL OF THE BOARD. SCHEDULE D, PAGE 1, PART II, LINE 9 THE ORGANIZATION DOES NOT RECORD CONSERVATION EASEMENTS ON ITS FINANCIAL STATEMENTS, AS THEY ARE PREPARED ON THE MODIFIED CASH BASIS OF ACCOUNTING. SCHEDULE D, PAGE 2, PART V, LINE 4 THE TRUST'S ENDOWMENT CONSISTS OF A FUND ESTABLISHED TO GENERATE INCOME DESIGNED TO PAY PREMIUMS FOR TERRAFIRMA, A NATIONAL NON-PROFIT INSURANCE POOL THAT WOULD PROVIDE ADDITIONAL CONSERVATION EASEMENT DEFENSE AND FEE- OWNED PROPERTY DEFENSE SUPPORT. ITS ENDOWMENT CONSISTS OF DONOR-RESTRICTED AND BOARD-DESIGNATED ENDOWMENT FUNDS. SCHEDULE D, PAGE 3, PART X INCOME TAXES - THE TRUST, A NOT-FOR-PROFIT TRUST, IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT TO THE EXTENT OF TAXES ON UNRELATED BUSINESS INCOME. MANAGEMENT HAS EVALUATED THEIR MATERIAL TAX POSITIONS AND DETERMINED NO INCOME TAX EFFECTS WITH RESPECT TO THE FINANCIAL STATEMENTS. THE TRUSTS FEDERAL INCOME TAX RETURNS OPEN BY STATUTE ARE SUBJECT TO EXAMINATION BY THE TAX AUTHORITIES. THE TRUST HAS NOT BEEN NOTIFIED OF ANY IMPENDING EXAMINATIONS BY TAX AUTHORITIES, AND NO EXAMINATIONS ARE IN PROCESS. ROBIN WALL KIMM 20125 400 19725 1940 150 GOLDEN HOUR 202 19330 4640 14690 1000 5266 374 39455 5040 34415 1000 7206 524 8730 25685 FORM 990, PAGE 2, PART III, LINE 4B LAND CONSERVATION AND MANAGEMENT: PROPERTY MANAGEMENT PLANS FOR FEE-OWNED PROPERTIES INCLUDE IDENTIFICATION OF NATIVE AND NON-NATIVE SPECIES FOUND ON THE PROPERTIES, CONTROL OF INVASIVE SPECIES, AND UNIQUE MANAGEMENT REQUIREMENTS NECESSARY FOR THE PROTECTION OF ENDANGERED, THREATENED, AND SPECIES OF SPECIAL CONCERN. REDUCTION OF INVASIVE SPECIES WILL ALLOW FOR THE REESTABLISHMENT OF A MORE RESILIENT NATIVE ECOSYSTEM. IN 2025, APPROXIMATELY 15,000 HOURS OF ACTIVE LAND MANAGEMENT OCCURRED ON THE TRUST'S FEE-OWNED PROPERTIES, WITH A FOCUS ON HABITAT RESTORATION AND IMPROVEMENT. MANAGEMENT TECHNIQUES AND ACTIVITIES INCLUDED PRESCRIBED FIRE, TIMBER STAND IMPROVEMENT AND CANOPY REDUCTION, MECHANICAL REMOVAL OF INVASIVE SPECIES, NATIVE SEED HARVESTING AND SEED SPREADING, AND NATIVE SHRUB AND TREE PLANTING. FORM 990, PART VI LINE 7A - MEMBERS OF THE BOARD OF DIRECTORS RECOMMENDS NOMINEES FOR BOARD SERVICE. MEMBERS OF THE BOARD ARE ELECTED AT AN ANNUAL MEMBER MEETING. FORM 990, PAGE 6, PART VI, LINE 11B THE FINANCE COMMITTEE, AS WELL AS THE TREASURER REVIEW THE FORM 990 DRAFT, WITH FORGE FINANCIAL AND THEN THE BOARD OF DIRECTORS APPROVE. FORM 990, PAGE 6, PART VI, LINE 12C THE POLICY IS SIGNED ANNUALLY AND PROCEDURES ARE FOLLOWED. FORM 990, PAGE 6, PART VI, LINE 15A THE BOARD OF DIRECTORS DETERMINES THIS PROCESS AND AMOUNT FOR THE EXECUTIVE DIRECTOR. FORM 990, PAGE 6, PART VI, LINE 15B THE EXECUTIVE DIRECTOR REVIEWS PERFORMANCE AND RECOMMENDS COMPENSATION FOR KEY EMPLOYEES. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT THE ORGANIZATION'S OFFICE.