2024-10-01T11:23:18-07:00 2023-12-31 811489821 HEALY AND ASSOCIATES 1200 CONCORD AVE STE 250 CONCORD CA 94520 990 2023-01-01 770471102 Land Trust of Santa Clara Valley LAND 4086072741 605 Tennant Avenue Suite H Morgan Hill CA 95037 Trina Hineser Executive Dir. 2024-10-01 true true Suzanne R Healy P00533689 9256030800 2023 2024-10-15 13:58:12Z Trina Hineser 605 Tennant Avenue Suite H Morgan Hill CA 95037 697216 false X www.landtrustscv.org X 1998 CA THE PRESERVATION OF AGRICULTURE AND OTHER WORKING LANDS AND OPEN SPACE. 7 7 3 8 0 68387 90335 414273 374394 168650 167431 14723 65056 666033 697216 0 0 136721 188533 0 5950 429204 365255 565925 553788 100108 143428 9842019 10625820 102658 74156 9739361 10551664 THE MISSION OF THE LAND TRUST IS TO PRESERVE AGRICULTURE AND OTHER WORKING LANDS AND OPEN SPACE IN SANTA CLARA VALLEY AND ADJACENT AREAS. false false 432192 374394 The Land Trust of Santa Clara Valley engaged in activities promoting, protecting, and preserving working farms and ranches and habitat for protected species in the Santa Clara Valley and surrounding areas. 432192 true false false false false false true false false true true false false false true false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 6 0 true 3 true false false false false false false false 0 false false false false false false false X 7 7 false false false false false false false true true false false true true true true true true true false false CA X X X LTSCV 4086072741 605 Tennant Avenue Suite H Morgan Hill CA 95037 Trina Hineser Executive Dir. 40.00 0.00 X 75540 0 0 Thomas Fischer Board Chair 2.00 0.00 X X 0 0 0 Dana Wolfe Secretary 1.00 0.00 X X 0 0 0 Ken Schreiber Treasurer 1.00 0.00 X X 0 0 0 Rich Constantine Board Director 1.00 0.00 X 0 0 0 Peter VanDyke Board Director 1.00 0.00 X 0 0 0 Kevin O'Day Board Director 1.00 0.00 X 0 0 0 Lovepreet Kaur Board Director 1.00 0.00 X 0 0 0 75540 0 false false false 0 90335 90335 Program Fees 561000 Project Funding 561000 374394 374394 374394 167431 167431 0 0 0 0 0 0 0 Other Income 900099 65056 65056 65056 697216 439450 167431 X 0 0 0 0 75540 39818 34211 1511 0 90242 47568 40869 1805 0 11405 6012 5165 228 11346 5981 5138 227 0 0 0 0 0 0 134742 119459 13783 1500 0 5633 2969 2551 113 974 513 441 20 0 20700 10911 9375 414 474 250 215 9 0 0 255 255 0 0 6789 5545 1191 53 Property Management 161357 161357 Property taxes 25684 25684 Other Expenses 5288 4099 1185 4 Membership 2125 1121 962 42 1234 650 560 24 553788 432192 115646 5950 134123 119130 0 14614 85501 0 0 0 0 0 2477 6633 3770000 3770000 3770000 5868112 6611042 0 0 0 52693 33514 9842019 10625820 49665 39742 52993 34414 102658 74156 X 487545 489767 9251816 10061897 9739361 10551664 9842019 10625820 X 143428 733444 -28984 -35585 X false true X true false X 356000 1401963 27523 68387 90335 1944208 196067 401504 425860 414273 374394 1812098 0 0 0 552067 1803467 453383 482660 464729 3756306 0 0 3756306 249424 62665 901226 168650 167431 1549396 0 249424 62665 901226 168650 167431 1549396 0 14723 65056 79779 801491 1866132 1354609 666033 697216 5385481 0.69750 0.66600 0.28770 0.33120 X X X 15 21 1 true 10 27500 false 5391803 818574 3244 6207133 5903811 349270 -841429 19849 5391803 6110555 729407 6839962 5162297 948258 6110555 4670132 492165 5162297 true false false 3770000 3770000 3770000 Lease liability, current portion 20161 Lease liability, long-term portion 14253 34414 1406601 733444 4925 -28984 709385 697216 697216 594298 4925 35585 40510 553788 553788 Part II, Line 5: Summarized Policy MONITORING ACTIVITIES VARY BY PROPERTY AND ENFORCEMENT HAPPENS ONLY AS NEEDED. Part II, Line 9: Organization Reporting of conservation easements. PER STATUTE, THE ORGANIZATION CANNOT DISPOSE OF, SELL OR OTHERWISE DEPRECIATE CONSERVATION EASEMENTS. THEREFORE, THEY ARE NOT SHOWN AS CAPITAL ASSETS IN THE BOOKS OF RECORD. THE ORGANIZATION PROVIDES FOOTNOTE DISCLOSURE IN ITS ANNUAL FINANCIAL STATEMENTS. Part V, Line 4: Intended uses of the endowment fund. THE ORGANIZATION HAS ENDOWMENT FUNDS MANAGED BY SAND HILL GLOBAL INVESTMENT ADVISORS, AN ORGANIZATION THAT MAINTAINS SUCH FUNDS FOR THE PURPOSES INTENDED, WHICH ARE RESTRICTED TO THE MANAGEMENT OF SPECIFIC PROPERTIES FOR HABITAT PROTECTION, AND CONSERVATION EASEMENT ENFORCEMENT. THE ENDOWMENT FUNDS ARE HELD IN PERPETUITY WITH INVESTMENT INCOME DERIVED FROM THEIR INVESTMENT AVAILABLE FOR GENERAL ADMINISTRATIVE PURPOSES TO SUPPORT THE MANAGEMENT OF THE FUNDS. Part XII, Line 2d: Other expenses and losses per audited F/S Bad Debt $35585 Form 990, Part VI, Section B, Line 11b AN OUTSIDE ACCOUNTING FIRM PREPARES THE TAX RETURNS. AFTER COMPLETION OF SAID RETURNS, THE ORGANIZATION IS SENT A DRAFT OF THE TAX RETURNS TO BE REVIEWED. IF ALL ITEMS ARE FOUND TO BE ACCEPTABLE, AN AUTHORIZATION IS SIGNED AND PROVIDED TO THE OUTSIDE ACCOUNTING FIRM TO PROCESS, SIGN AND PROVIDE COPIES OF THE RETURNS TO BE FILED (PAPER OR ELECTRONICALLY) WITH THE DESIGNATED GOVERNMENTAL AGENCIES. THE TAX RETURNS ARE THEN SIGNED BY THE ORGANIZATION, STAMPED WITH CERTIFIED RETURN RECEIPT AND TIMELY PLACED IN THE MAIL FOR FILING, OR THE FORM 8879 IS PROVIDED TO THE OUTSIDE ACCOUNTING FIRM ALLOWING ELECTRONIC FILING. Form 990, Part VI, Section B, Line 12c The policy is consistently monitored and enforced by the Executive Director. Each Board member must renew their conflict-of-interest policy each year at the annual meeting. If a Board Member or Executive Director is made aware of a conflict of interest, it is acknowledged by the board. A party with a conflict will be excused from the portion of the meeting that covers the conflicted situation so that a conflicted party will not be included in discussions or voting on that particular topic. Form 990, Part VI, Section B, Line 15a The Organization referred to the 2023 California Nonprofit Salary Guide, and the 2023 LTA Salary & Benefit Summary Report when developing the salary and benefit package for the Executive Director. The board researched salaries for comparable positions in the nonprofit sector. The board also referred to the National Council of Nonprofits sample Policy for Board Approval of Compensation for guidance on how to arrive at and approve the Executive Directors compensation. Form 990, Part VI, Section C, Line 18 Available on guidestar and candid. Form 990, Part VI, Section C, Line 19 Governing documents are provided upon request. Form 990, Part XI, Line 9 Bad debt = -$35585