2025-05-15T14:56:01-05:00 2024-09-30 410746749 CLIFTONLARSONALLEN LLP 5255 EAST WILLIAMS CIRCLE SUITE 5000 TUCSON AZ 85711 990 2023-10-01 866148507 ARIZONA LAND AND WATER TRUST INC ARIZ 5205778564 5049 E BROADWAY 117 TUCSON AZ 857113646 CLINT MABIE TREASURER 5205778564 2025-05-09 1 1 LISA ADAMS CPA P00854368 5207903500 2025-04-02 2023 2025-03-06 01:10:19Z DIANA FRESHWATER 5049 E BROADWAY 117 TUCSON AZ 857113646 4131698 0 X WWW.ALWT.ORG X 1978 AZ PRESERVING SOUTHERN ARIZONA'S WESTERN LANDSCAPES, FARMS AND RANCHES, WILDLIFE HABITAT AND WATERS. 16 16 7 20 0 0 7546271 3518326 96130 55800 180370 203887 0 0 7822771 3778013 875 1704 0 0 531029 611945 43569 41900 261969 5710789 477348 6286262 1132897 1536509 2645116 16295261 19568796 169054 141372 16126207 19427424 X ARIZONA LAND AND WATER TRUST HAS BEEN A TRUSTED PARTNER TO RANCHERS AND FARMERS OF SOUTHERN ARIZONA FOR OVER 40 YEARS. THE TRUST ACHIEVES ITS MISSION TO PROTECT LAND AND WATER BY WORKING WITH PRIVATE LANDOWNERS (CONTINUED ON SCHEDULE O)WHO ARE INTERESTED IN VOLUNTARILY CONSERVING THEIR LANDS. THE TRUST ALSO WORKS WITH PUBLIC ENTITIES TO DEVELOP LOCAL AND COMMUNITY CONSERVATION PLANS AND GOALS, AND OFTEN SERVES AS A BRIDGE BETWEEN PUBLIC ENTITIES AND PRIVATE LANDOWNERS. THE TRUST IS ONE OF NUMEROUS CONSERVATION ORGANIZATIONS QUALIFIED BY STATE AND FEDERAL REGULATIONS TO ACCEPT CONSERVATION EASEMENTS AND CHARITABLE CONTRIBUTIONS. 0 0 696345 1704 85397 AS OF 9/30/24, ARIZONA LAND AND WATER TRUST HAD SURPASSED 72,000 ACRES PROTECTED TO DATE WITH WILLING LANDOWNERS AND OVER 500,000 ACRES AS A RESULT OF OUR POLICY WORK IN LAND AND WATER PLANNING, HABITAT CONSERVATION AND WILDLIFE CORRIDOR PROTECTION. OUR CONSERVATION EFFORTS AND PARTNERSHIPS HAVE LEVERAGED UPWARDS OF $350,000,000 OVER THE LIFE OF THE ORGANIZATION FOR LAND AND WATER CONSERVATION.DURING FISCAL YEAR 2024, ARIZONA LAND AND WATER TRUST CONTINUED TO ADVANCE ITS PROTECTION OF BIOLOGICALLY SENSITIVE AREAS AND WORKING LANDSCAPES, ACQUIRING ANOTHER 372 ACRES OF THE AT-RISK SOPORI WATERSHED (BRINGING THAT TOTAL WATERSHED'S TRUST-PROTECTED LANDS TO 3,575 ACRES), AS WELL AS MAINTAINING THE PROTECTION OF THE TRUST'S 31 CONSERVATION EASEMENTS IN PARTNERSHIP WITH THOSE PRIVATE, AGRICULTURAL LANDOWNERS. 696345 1 1 0 0 0 0 1 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 19 0 1 7 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X MICHAEL MCDONALD 5205778564 5049 E BROADWAY BLVD SUITE 117 TUCSON AZ 85711 MICHAEL MCDONALD EXECUTIVE DIRECTOR 50.00 X 142538 0 14198 DIANA FRESHWATER PRESIDENT 3.00 X X 0 0 0 BEN BROPHY VICE-PRESIDENT 1.00 X X 0 0 0 CLINT MABIE TREASURER 1.00 X X 0 0 0 BRITTON SIMMONS TREASURER (THRU 3/2024) 1.00 X X 0 0 0 GEORGE RUYLE SECRETARY 1.00 X X 0 0 0 LAURA BROWN DIRECTOR 0.50 X 0 0 0 LES COREY DIRECTOR 1.00 X 0 0 0 NICOLE FYFFE DIRECTOR 0.50 X 0 0 0 CHARLOTTE HANSON DIRECTOR 1.00 X 0 0 0 PAT LOPEZ DIRECTOR 1.00 X 0 0 0 ROB MARSHALL DIRECTOR 0.50 X 0 0 0 AMBER MORIN DIRECTOR 0.50 X 0 0 0 NANETTE PAGEAU DIRECTOR 0.50 X 0 0 0 CHUCK PETTIS DIRECTOR (THRU 5/2024) 0.50 X 0 0 0 KAREN RIGGS DIRECTOR 0.50 X 0 0 0 BILL ROE DIRECTOR 0.50 X 0 0 0 PEGGY ROWLEY DIRECTOR 0.50 X 0 0 0 BILL SHAW DIRECTOR 0.50 X 0 0 0 142538 0 14198 1 0 1 0 BORDERLANDS RESTORATION NETWORK 320-B SCHOOL STREET PATAGONIA AZ 85624 EXCAVATION AND EARTHWORK 114051 1 226768 3291558 2111857 3518326 CONSERVATION INCOME 531390 55800 55800 55800 175312 175312 81857 300403 82879 270806 -1022 29597 28575 29597 -1022 3778013 85397 0 174290 X 1704 1704 157107 23567 70697 62843 374341 273583 15917 84841 11543 6907 2691 1945 30589 16895 7812 5882 38365 18249 11221 8895 19937 14422 2230 3285 34660 25072 3877 5711 41900 41900 21595 21595 281039 265339 6348 9352 339 116 113 110 29524 10593 10143 8788 9540 6901 1067 1572 24139 9828 9552 4759 7608 6968 388 252 4045 2023 968 1054 9493 5590 2605 1298 DUES AND SUBSCRIPTIONS 10433 3266 3145 4022 PUBLIC EDU & OUTREACH 10009 10009 LICENSE AND FEES 8666 2754 1793 4119 EQUIP LEASE/MAINT 3848 1563 1471 814 2473 1005 950 518 1132897 696345 174583 261969 354642 230155 2358754 3153455 4537 90000 121441 289403 10092 12798 11524328 5405 9911166 11518923 3389520 4145596 145109 128466 16295261 19568796 88401 75451 80653 65921 169054 141372 X 13389532 16621183 2736675 2806241 16126207 19427424 16295261 19568796 2645116 656101 0 X X 0 1 X 1 0 X 8330808 6739784 17465546 7546271 3518326 43600735 8330808 6739784 17465546 7546271 3518326 43600735 2757675 40843060 75972 60427 145294 193018 175312 650023 44250758 1042407 0.92300 0.94670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 40 31408.00 0 0 1 1 1 850.00 39250 1416913 0 267589 33957 6681 1643864 1265707 47507 139029 29537 5793 1416913 1340943 154722 -191685 32613 5660 1265707 1055277 133801 176669 19386 5418 1340943 898075 132759 42802 13380 4979 1055277 0.01520 0.67910 0.30570 0 0 11518923 11518923 5405 5405 0 11518923 LEASE LIABILITIES - OPERATING 65921 65921 4412519 656101 656101 3756418 21595 21595 3778013 1111302 0 1111302 21595 21595 1132897 PART II, LINE 9: ALWT IS A CONSERVATION ORGANIZATION HAVING AMONG ITS PURPOSES THE PROTECTION ON BEHALF OF THE PUBLIC OF OPEN SPACE, SCENIC, HISTORIC, AND RECREATIONAL LANDS. AS SUCH, ALWT IS ELIGIBLE TO BE A HOLDER OF CONSERVATION EASEMENTS. AS THE HOLDER OF A CONSERVATION EASEMENT, ALWT IS GENERALLY RESPONSIBLE FOR ENSURING THAT THE TERMS OF THE EASEMENT ARE NOT VIOLATED. AT SEPTEMBER 30, 2024 AND 2023, ALWT HELD 40 CONSERVATION EASEMENTS, RESPECTIVELY. ALWT HAS OPTED TO EXPENSE PURCHASED CONSERVATION EASEMENTS. DONATED EASEMENTS ARE RECORDED AS AN IN-KIND CONTRIBUTION AND RELATED EXPENSE. ALWT DID NOT HAVE IN-KIND CONTRIBUTION OF EASEMENTS IN 2024 AND 2023. PART V, LINE 4: THE PRIMARY OBJECTIVE OF TRUST ENDOWMENT FUNDS IS TO COVER EXPENSES RELATED TO ONGOING STEWARDSHIP AND MONITORING OBLIGATIONS IN PERPETUITY ON THE PART OF THE TRUST FOR CONSERVATION EASEMENT PROPERTIES. ADDITIONALLY, INCOME FROM A SUBSET OF THE FUNDS ARE USED TO COVER GENERAL OPERATIONS AND CONSERVATION PROGRAMS. X X X X X 1 ROBERT EDISON 4561 N BAUXITE WAY TUCSON AZ 85750 PERSONAL SOLICITATION 0 450000 41900 408100 450000 41900 408100 AZ CT KY MN MO WA WI X X 0 0 0 0 0 0 0 0 0 MICHAEL MCDONALD EXECUTIVE DIRECTOR 142538 0 0 0 0 0 4276 0 9922 0 156736 0 0 0 X 4 2111857 FAIR MARKET VALUE 0 0 0 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS USED IN PART I. FORM 990, PART VI, SECTION A, LINE 1A THERE SHALL BE AN EXECUTIVE COMMITTEE TO THE BOARD OF DIRECTORS WHICH SHALL CONSIST OF THOSE PERSONS SERVING AS OFFICERS OF THE CORPORATION AND ONE OR MORE AT-LARGE MEMBERS OF THE BOARD OF DIRECTORS AS APPOINTED BY THE PRESIDENT. THE EXECUTIVE COMMITTEE SHALL HAVE THE AUTHORITY OF THE BOARD OF DIRECTORS AS TO MATTERS THAT MAY ARISE BETWEEN MEETINGS OF THE BOARD BROUGHT TO ITS ATTENTION BY THE EXECUTIVE DIRECTOR AND BE OF ASSISTANCE TO THE EXECUTIVE DIRECTOR IN THE MANAGEMENT OF THE AFFAIRS OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE ORGANIZATION'S INDEPENDENT CPA WITH INFORMATION PROVIDED BY MANAGEMENT. THE FINANCE COMMITTEE WILL REVIEW THE 990 WITH COPIES SENT TO THE ENTIRE BOARD. IF THERE ARE NO QUESTIONS OR CONCERNS, THE FORM 990 WILL BE FILED. IF THERE ARE QUESTIONS OR CONCERNS THAT THE FINANCE COMMITTEE CANNOT RESOLVE, THE COMMITTEE WILL MAKE A RECOMMENDATION TO THE BOARD OF DIRECTORS WHO WILL MAKE THE FINAL DETERMINATION AND APPROVAL OF THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C TRUST DIRECTORS REVIEW THE POLICY ANNUALLY. IN ANY INSTANCES WHERE A CONFLICT MIGHT ARISE, THE ISSUE IS DISCUSSED WITH THE INDIVIDUAL(S) WHO MIGHT BE IN CONFLICT. THE EXECUTIVE COMMITTEE REVIEWS POTENTIAL CONFLICTS AND MAKES RECOMMENDATIONS ON ANY RESTRICTIONS TO IMPOSE TO THE BOARD AS APPROPRIATE. FORM 990, PART VI, SECTION B, LINE 15A THE TRUST EXECUTIVE COMMITTEE REVIEWS COMPARABLE COMPENSATION OF EXECUTIVE DIRECTORS THROUGH THE LAND TRUST ALLIANCE PERIODIC SALARY AND BENEFIT SURVEY AND THE SALARY & BENEFITS SURVEY OF WESTERN ENVIRONMENTAL GROUPS. EFFECTIVE 2013 AND THEREAFTER EVERY THREE YEARS, THIS INFORMATION SHALL ALSO BE SHARED WITH THE FINANCE COMMITTEE AND THE BOARD OF DIRECTORS. IF THE EXECUTIVE COMMITTEE BELIEVES THAT A SALARY INCREASE IS APPROPRIATE BASED UPON THE EXECUTIVE DIRECTOR'S PERFORMANCE REVIEW AND COMPARABLE NONPROFIT SURVEY DATA, IT SHALL BE EFFECTIVE OCTOBER 1. THIS PROCESS LAST TOOK PLACE IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENT AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. UPON REQUEST, THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G OTHER FEES: PROGRAM SERVICE EXPENSES 265,339. MANAGEMENT AND GENERAL EXPENSES 6,348. FUNDRAISING EXPENSES 9,352. TOTAL EXPENSES 281,039. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSEEING AND SELECTING AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.