2024-11-06T09:41:33-06:00 2023-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2023-01-01 042751357 LAND TRUST ALLIANCE INC LAND 2028002235 1250 H STREET NW 600 WASHINGTON DC 20005 CHASE WARDEN CHIEF OP & FIN OFFICER 2028002235 2024-11-05 1 0 FRANK SMITH P00639053 2022274000 2024-11-05 2023 2024-10-15 13:58:12Z ANDREW BOWMAN 1250 H STREET NW 600 WASHINGTON DC 20005 25287098 0 X WWW.LANDTRUSTALLIANCE.ORG X 1982 MA TO SAVE THE PLACES PEOPLE LOVE BY STRENGTHENING LAND CONSERVATION ACROSS AMERICA. 23 23 86 23 1300 0 13933870 17121891 1648796 2631995 379012 360292 0 426 15961678 20114604 5331711 4888484 0 0 8525582 9735350 95609 23153 2182387 4794427 6363176 18747329 21010163 -2785651 -895559 22081546 24729245 6888502 9523047 15193044 15206198 X SEE SCHEDULE O 0 0 14399388 4836284 2199007 EDUCATION AND CAPACITY BUILDING: THE ALLIANCE CONTINUES TO STRENGTHEN, EMPOWER AND MAGNIFY THE IMPACT OF ITS MORE THAN 1,000-MEMBER LAND TRUSTS AND AFFILIATES. THE ALLIANCE PROVIDES LAND TRUSTS WITH THE TOOLS THEY NEED TO GROW IN STRENGTH AND IMPACT. THROUGH OUR NATIONAL LAND CONSERVATION CONFERENCE, REGIONAL CONFERENCES, WEBINARS AND ONLINE RESOURCE CENTER, WE PROVIDED 80 TRAININGS AND 45 SELF-STUDY ONLINE COURSES, AND 7 TOOLKITS ON ALL ASPECTS OF CONSERVATION WORK, INCLUDING RISK MANAGEMENT, DEI, FUNDRAISING, CLIMATE CHANGE, AND BOARD AND PROFESSIONAL DEVELOPMENT FOR MORE THAN 13,000 REGISTRANTS IN 2023. OUR TRANSFORMATIVE LEADERSHIP TRAINING AND LAND TRUST EXCELLENCE PROGRAMS CONTINUED TO INVEST IN HIGH-POTENTIAL LEADERS AND ORGANIZATIONS WITH AN ADDED EMPHASIS ON STRATEGIC COMMUNICATIONS, CONSERVATION PLANNING WITH CLIMATE IN MIND, COMMUNITY CONSERVATION AND PUBLIC ENGAGEMENT. AT THE END OF THE YEAR, THERE WERE 462 ACCREDITED LAND TRUSTS IN 46 STATES AND TWO TERRITORIES, REPRESENTING MORE THAN 81% OF THE ACRES OF FARMLAND, FORESTS, WILDLIFE HABITAT AND IMPORTANT WATER SUPPLIES STEWARDED BY LAND TRUSTS ACROSS THE COUNTRY. WE UPDATED GUIDANCE FOR IMPLEMENTING THE 2017 EDITION OF LAND TRUST STANDARDS AND PRACTICES, THE ETHICAL AND TECHNICAL GUIDELINES FOR OPERATING A LAND TRUST, AND LAUNCHED 3 NEW TOOLKITS DEVOTED TO INTEGRATING REMOTE MONITORING INTO A LAND TRUST'S STEWARDSHIP PROGRAM, UNDERSTANDING HEIRS' PROPERTY (A SIGNIFICANT CONTRIBUTOR TO AFRICAN AMERICAN LAND LOSS) AND GROWING LAND TRUST DEI COMPETENCIES. 2508623 52200 GOVERNMENT RELATION AND OUTREACH: THE ALLIANCE FURTHERS THE INTERESTS OF LAND TRUSTS ACROSS AMERICA BY ADVOCATING FOR SOUND POLICIES AND RESOURCES THAT ADVANCE LAND CONSERVATION. THE ALLIANCE LEVERAGED ITS NETWORK OF OVER 300 ADVOCACY AMBASSADORS TO SECURE PASSAGE OF THE CHARITABLE CONSERVATION EASEMENT PROGRAM INTEGRITY ACT TO HALT THE ABUSE OF CONSERVATION DONATIONS WHICH THREATENED THE ENHANCED CONSERVATION EASEMENT TAX INCENTIVE. THROUGH OUR AMBASSADOR PROGRAM MANAGER, WE TRAIN AND ENGAGE LAND TRUST STAFF AND BOARD MEMBERS IN ACTIVELY PARTICIPATING IN THE POLICY PROCESS. AMBASSADORS TOOK CENTER STAGE AT OUR ADVOCACY DAYS, A SPRING EVENT THAT PROVIDES LAND TRUST LEADERS WITH HANDS-ON TRAINING AS WELL AS TIME WITH KEY LEGISLATORS TO DISCUSS ISSUES IMPORTANT TO THE LAND TRUST COMMUNITY. THE ALLIANCE SERVES AS THE PRIMARY POINT OF CONTACT FOR LAND TRUSTS TO UNDERSTAND THE FARM BILL AGRICULTURAL CONSERVATION EASEMENT PROGRAM HELPING THEM TO WORK WITH LANDOWNERS TO PROTECT FARMS AND RANCHES. IN ADDITION, WE EDUCATE LAND TRUSTS ON FEDERAL CONSERVATION PROGRAMS TO ENSURE THEY HAVE INFORMATION ABOUT LAND CONSERVATION TOOLS. 895435 433414 CONSERVATION PERMANENCE: THE LAND TRUST ALLIANCE CONTINUES TO LEAD THE LAND TRUST COMMUNITY IN ITS MISSION TO PROVIDE LASTING LAND CONSERVATION. THE ALLIANCE SUPPORTS LAND TRUST SUCCESS BY INCREASING THEIR EXPERTISE, DILIGENCE, AND RESILIENCE. THROUGH ITS CONSERVATION DEFENSE INITIATIVE, LAND TRUSTS ARE MORE PREPARED THAN EVER TO OVERCOME LEGAL AND PRACTICAL CHALLENGES. THE ALLIANCE ALSO WORKS TO SHAPE THE PRACTICE AND THE BODY OF CONSERVATION LAW, ADVANCING THE LEGAL POSITION THAT CONSERVATION EASEMENTS MUST BE UPHELD CAREFULLY AND OWNED LAND DILIGENTLY PROTECTED, THAT CONSERVED LANDS BENEFIT THE PUBLIC AND DESERVE TO BE TAX-EXEMPT, AND THAT THE JUDGMENT OF LAND TRUSTS THEREFORE IS WORTHY OF REGULATORY AND JUDICIAL DEFERENCE. THE 555 LAND TRUST MEMBERS OF TERRAFIRMA IN 2024 HAVE DEMONSTRATED THE WISDOM OF COLLECTIVE CONSERVATION DEFENSE ADDING LEGAL SUPPORT AND RESOURCES FOR OVER 11.5 MILLION ACRES OF CONSERVED LAND. TERRAFIRMA RISK RETENTION GROUP LLC, THE CHARITABLE RISK POOL LAUNCHED BY THE ALLIANCE IN 2011 AND OWNED THE INSURED BY LAND TRUSTS, COVERED OVER 38,000 CONSERVATION PROPERTIES. WITH OVER 80 PERCENT OF THE LAND OWNED OR CONSERVED BY LAND TRUSTS SAFELY INSURED WITH TERRAFIRMA, OR HELD BY ORGANIZATIONS CAPABLE OF SELF- INSURANCE, THE LAND TRUST COMMUNITY HAS JUSTIFIABLY EARNED A REPUTATION FOR EXPERTLY SERVING THE PUBLIC INTEREST. 17803446 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 127 0 1 86 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AL AR AZ CA CO CT DC FL GA IL KS KY MA ME MD MI MS MN NC NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV X X CHASE WARDEN 2028002235 1250 H STREET NW 600 WASHINGTON DC 20005 MICHAEL A POLEMIS CHAIR 4.00 0.00 X X 0 0 0 ALAN M BELL VICE CHAIR 3.00 0.00 X X 0 0 0 JUDITH STOCKDALE VICE CHAIR 3.00 0.00 X X 0 0 0 WILLIAM MULLIGAN SECRETARY 3.00 0.00 X X 0 0 0 ROBERTO SERRALLES TREASURER 3.00 0.00 X X 0 0 0 LISE AANGEENBRUG DIRECTOR 3.00 0.00 X 0 0 0 DAVID CALLE DIRECTOR 3.00 0.00 X 0 0 0 SAM COOK JR DIRECTOR 3.00 0.00 X 0 0 0 ASHLEY DEMOSTHENES DIRECTOR 3.00 0.00 X 0 0 0 BLAIR C FITZSIMONS DIRECTOR 3.00 0.00 X 0 0 0 CHERYL FOX DIRECTOR 3.00 0.00 X 0 0 0 GIL JENKINS DIRECTOR 3.00 0.00 X 0 0 0 GLENN LAMB DIRECTOR 3.00 0.00 X 0 0 0 DOUG LAND DIRECTOR 3.00 0.00 X 0 0 0 KATHY K LEAVENWORTH DIRECTOR 3.00 0.00 X 0 0 0 CARY F LEPTUCK DIRECTOR 3.00 0.00 X 0 0 0 JIM MILLSTEIN DIRECTOR 3.00 0.00 X 0 0 0 KRIS PICKLER DIRECTOR 3.00 0.00 X 0 0 0 STEVEN E ROSENBERG DIRECTOR 3.00 0.00 X 0 0 0 THOMAS D SAUNDERS DIRECTOR 3.00 0.00 X 0 0 0 JULIE R SHARPE DIRECTOR 3.00 0.00 X 0 0 0 GALE SPEARS DIRECTOR 3.00 0.00 X 0 0 0 DARRELL WOOD DIRECTOR 3.00 0.00 X 0 0 0 ANDREW J BOWMAN PRESIDENT & CEO 40.00 0.00 X 480154 0 59229 CHASE WARDEN COO AND CFO 40.00 0.00 X 317098 0 54544 JENNIFER MILLER HERZOG CHIEF PROGRAM OFFICER 40.00 0.00 X 233309 0 81502 ERIN HESKETT VP, CONSERVATION INITIATIVE 40.00 0.00 X 162004 0 85158 RENEE KIVIKKO VP, EDUCATION 40.00 0.00 X 175784 0 37130 ELIZABETH WARD CHIEF MARKETING OFFICER 40.00 0.00 X 230125 0 81502 SUZANNE ERERA VP, DEVELOPMENT 40.00 0.00 X 173642 0 78245 MONICA POVEDA VP, FINANCE 40.00 0.00 X 232081 0 15085 NATHAN HODGE DIRECTOR, IT 40.00 0.00 X 165163 0 81201 LORI FAETH DIRECTOR, GOVT RELATIONS 40.00 0.00 X 182047 0 37782 2351407 0 611378 40 0 1 0 RSM US LLP 5155 PAYSPHERE CIRCLE CHICAGO IL 60674 CONSULTING SERVICES 660392 CORDIA RESOURCES 8330 BOONE BLVD SUITE 350 VIENNA VA 22182 CONSULTING SERVICES 320170 CAPITAL TAX PARTNERS LLP 101 CONSTITUTION AVE NW SUITE 675- WASHINGTON DC 20001 CONSULTING SERVICES 180000 3 2455624 4315326 10350941 104669 17121891 CONFERENCE AND WORKSHOPS 900099 1565636 1565636 FEE FOR SERVICE 900099 1053733 1052433 1300 PUBLICATION SALES 900099 12626 12626 2631995 360096 360096 5172690 5172494 196 196 196 OTHER INCOME 900099 426 426 426 20114604 2630695 1300 360718 X 4888484 4888484 1685912 1323509 326661 35742 6282237 4778015 261113 1243109 395591 299055 15094 81442 849412 618085 55870 175457 522198 397762 37415 87021 15790 6948 6298 2544 97658 97658 121700 121700 23153 23153 2755095 2562208 74935 117952 9718 6393 3325 657515 503753 19423 134339 799639 707293 14787 77559 478218 378837 15199 84182 326279 261539 7358 57382 831999 720801 71067 40131 245244 222765 3430 19049 24321 6299 18022 21010163 17803446 1024330 2182387 3791245 2149394 5395601 3465551 3334532 1509490 277383 1176051 127 127 381673 539205 2044619 1129642 591016 914977 5837902 10993550 2472067 3980900 22081546 24729245 605122 865904 862023 700689 2708527 4062001 2712830 3894453 6888502 9523047 X 4206272 4582504 10986772 10623694 15193044 15206198 22081546 24729245 -895559 908713 0 X 0 1 X 1 1 1 X 11015922 13208158 14062716 13933870 17121891 69342557 11015922 13208158 14062716 13933870 17121891 69342557 4679706 64662851 270619 182257 129895 211239 360096 1154106 700 2700 1600 5000 426 426 70502089 7951166 0.91720 0.93720 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 127200 127200 20585771 20712971 1000000 250000 0 0 857273 753463 1000000 1000000 3610736 5416104 108892 293416 177909 127200 707417 214318 188366 250000 250000 902684 1354026 5948151 658308 1035056 245200 7396315 7494579 0 -1308628 237800 5948151 5518122 1502050 689207 214800 7494579 4998523 6800 717100 205100 5517323 4204585 63657 922981 192700 4998523 0.20840 0.51220 0.27940 0 0 98323 59461 38862 1946296 1070181 876115 914977 RIGHT OF USE ASSET 2183528 DUE FROM RELATED ORG 1717469 DEPOSITS 79903 3980900 LEASE LIABILITY - OPERATING 2541888 DUE TO RELATED 1352565 3894453 X PART V, LINE 4: THE BERKLEY ENDOWMENT IS TO BE USED FOR ACCREDITATION OF LAND TRUSTS TO BUILD AND RECOGNIZE STRONG LAND TRUSTS, FOSTER PUBLIC CONFIDENCE IN LAND CONSERVATION AND HELP ENSURE THE LONG-TERM PROTECTION OF CONSERVED LAND. THE KINGSBURY BROWNE AWARD ENDOWMENT IS TO BE USED FOR THE ALLIANCE EXPENSES OF THIS CONSERVATION LEADERSHIP AWARD GIVEN ANNUALLY IN MEMORY OF KINGSBURY BROWNE. THE PERCENTAGE REPORTED FOR PERMANENT ENDOWMENTS INCLUDES AMOUNTS THAT MUST BE MAINTAINED IN PERPETUITY AS WELL AS ACCUMULATED EARNINGS ON SUCH AMOUNTS THAT HAVE NOT YET BEEN APPROPRIATED FOR EXPENDITURE. PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A MORE LIKELY THAN NOT THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A CUMULATIVE PROBABILITY ASSESSMENT THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. THE ORGANIZATION HAS IDENTIFIED ITS TAX STATUS AS A TAX-EXEMPT ENTITY AS ITS ONLY SIGNIFICANT TAX POSITION; HOWEVER, THE ORGANIZATION HAS DETERMINED SUCH TAX POSITION DOES NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE ORGANIZATION IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. THE ORGANIZATION'S FEDERAL AND STATE TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. THERE ARE CURRENTLY NO EXAMINATIONS PENDING OR IN PROGRESS. 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GRANTEES THAT ARE UNABLE TO COMPLETE PROJECTS OR TO USE FUNDS AS PROPOSED ARE TYPICALLY REQUIRED TO RETURN UNUSED FUNDS TO THE ALLIANCE. X X 0 0 0 0 0 0 0 0 0 ANDREW J BOWMAN PRESIDENT & CEO 480154 0 0 0 0 0 33811 0 25418 0 539383 0 0 0 CHASE WARDEN COO AND CFO 317098 0 0 0 0 0 26324 0 28220 0 371642 0 0 0 JENNIFER MILLER HERZOG CHIEF PROGRAM OFFICER 233309 0 0 0 0 0 18500 0 63002 0 314811 0 0 0 ELIZABETH WARD CHIEF MARKETING OFFICER 230125 0 0 0 0 0 18500 0 63002 0 311627 0 0 0 SUZANNE ERERA VP, DEVELOPMENT 173642 0 0 0 0 0 15243 0 63002 0 251887 0 0 0 MONICA POVEDA VP, FINANCE 232081 0 0 0 0 0 15085 0 0 0 247166 0 0 0 ERIN HESKETT VP, CONSERVATION INITIATIVE 162004 0 0 0 0 0 13833 0 71325 0 247162 0 0 0 NATHAN HODGE DIRECTOR, IT 165163 0 0 0 0 0 13380 0 67821 0 246364 0 0 0 LORI FAETH DIRECTOR, GOVT RELATIONS 182047 0 0 0 0 0 14755 0 23027 0 219829 0 0 0 RENEE KIVIKKO VP, EDUCATION 175784 0 0 0 0 0 14103 0 23027 0 212914 0 0 0 X 11 104669 FMV 0 0 0 FORM 990, PART III, LINE 1 THE LAND TRUST ALLIANCE UNITES AND CHAMPIONS ORGANIZATIONS IN LOCAL COMMUNITIES WORKING TO SAVE NATURAL AREAS. BECAUSE OF OUR INNOVATIVE WORK MORE LANDOWNERS CHOOSE TO PROTECT THEIR LAND, CONSERVATION LEADERS ARE MORE EFFECTIVE AT SAVING LAND, STRONG NONPROFITS AND LEGAL SYSTEMS ARE MAINTAINED TO PROTECT LAND IN PERPETUITY, AND THE PUBLIC COMMITMENT TO CONSERVATION IS DEEPENED. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT FORM 990 IS EMAILED TO ALL DIRECTORS WITH INSTRUCTIONS TO DIRECT ALL QUESTIONS, COMMENTS, OR REVISIONS TO THE AUDIT COMMITTEE OR CHIEF OPERATING AND FINANCIAL OFFICER. THE AUDIT COMMITTEE REVIEWS THE RETURN WITH REPRESENTATIVES OF THE FIRM PREPARING THE RETURN AND AFTER IT COMPLETES ITS REVIEW AND ADDRESSES ANY QUESTIONS OR COMMENTS FROM OTHER BOARD MEMBERS, DIRECTS THE CHIEF OPERATING AND FINANCIAL OFFICER TO SIGN AND FILE THE RETURNS. FORM 990, PART VI, SECTION B, LINE 12C IN THE EVENT OF A POTENTIAL CONFLICT INVOLVING BOARD MEMBERS, IT IS THE OBLIGATION OF THE BOARD MEMBER TO BRING THE MATTER TO THE ATTENTION OF THE CHAIRMAN OF THE BOARD WHO WILL REFER THE MATTER TO THE AUDIT COMMITTEE OF THE BOARD TO REVIEW, MAKE RECOMMENDATIONS AND DISCLOSE ACTIONS TAKEN AT THE NEXT BOARD MEETING. STAFF WITH POTENTIAL CONFLICTS WILL DISCLOSE THEM IN WRITING TO THE PRESIDENT WHO WILL REVIEW THEM, TAKE APPROPRIATE ACTIONS AND REPORT SUBSTANTIVE CONFLICT ISSUES TO THE AUDIT COMMITTEE OF THE BOARD ON A REGULAR BASIS. THE FACTS AND CIRCUMSTANCES SURROUNDING THE POTENTIAL CONFLICT, JUSTIFICATION FOR PROCEEDING WITH THE POTENTIAL CONFLICT AND THE RECOMMENDED COURSE OF ACTION TO BE TAKEN TO MITIGATE THE ALLIANCE'S PARTICIPATION IN THE CONFLICT WILL BE DOCUMENTED. AT A MINIMUM THE MITIGATION ACTIONS SHOULD INCLUDE ASKING THE INDIVIDUAL INVOLVED IN THE POTENTIAL CONFLICT TO RECUSE AND ABSENT HIMSELF OR HERSELF FROM ANY INVOLVEMENT IN DISCUSSIONS OR DECISIONS PERTAINING TO THE POTENTIAL CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 IN 2017, THE BOARD ESTABLISHED A COMPENSATION COMMITTEE WHICH CONTRACTS AN INDEPENDENT REVIEW OF THE COMPENSATION OF THE PRESIDENT, CHIEF OPERATING & FINANCIAL OFFICER, CHIEF PROGRAM OFFICER, CHIEF MARKETING AND COMMUNICATIONS OFFICER. THE LAST REVIEW WAS COMPLETED IN 2023 AND INCLUDED A REVIEW OF COMPARABILITY DATA. A COPY OF THE CONSULTANT'S WRITTEN REPORT WAS PROVIDED TO THE COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 FORM 990 AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE ALLIANCE WEBSITE: WWW.LANDTRUSTALLIANCE.ORG. THE CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 2,562,208. MANAGEMENT AND GENERAL EXPENSES 74,935. FUNDRAISING EXPENSES 117,952. TOTAL EXPENSES 2,755,095. ALLIANCE RISK MANAGEMENT SERVICES LLC 1250 H STREET NW SUITE 600 WASHINGTON DC 20005 463045386 RISK MANAGEMENT VT 433414 442489 LAND TRUST ALLIANCE INC LAND TRUST ACCREDITATION COMMISSION 36 PHILADELPHIA STREET SUITE 2 SARATOGA SPRINGS NY 12866 224622209 ACCREDITATION DC 501(C)(3) LINE 12A, I LAND TRUST ALLIANCE INC 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 1 0 1 LAND TRUST ACCREDITATION COMMISSION L 87772 COST LAND TRUST ACCREDITATION COMMISSION B 245200 COST LAND TRUST ACCREDITATION COMMISSION S 125000 COST