SAN BERNADINO MOUNTAINS LAND TRUST: Form 990, tax year 2022
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- Organization
- SAN BERNADINO MOUNTAINS LAND TRUST (EIN 33-0700417)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-31
- IRS object ID
- 202342439349301524
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-31T13:53:01-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 831445511 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITH MARION & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1940 ORANGE TREE LANE SUITE 100 | AddressLine1Txt |
| City | REDLANDS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92374 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330700417 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN BERNARDINO MOUNTAINS LAND TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SANB | BusinessNameControlTxt |
| Phone | 9098673536 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 490 | AddressLine1Txt |
| City | LAKE ARROWHEAD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92352 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JERI SIMPSON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3104986076 | PhoneNum |
| Signature | 2023-08-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JERI | PersonFirstNm |
| Person Last | SIMPSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CARLOS CARAZO | PreparerPersonNm |
| PTIN | P02046597 | PTIN |
| Phone | 9093072323 | PhoneNum |
| Preparation | 2023-08-30 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JERI SIMPSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 490 | AddressLine1Txt |
| City | LAKE ARROWHEAD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92352 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $169,817 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | SBMLT.NET/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1996 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | ACQUIRE NATURAL LANDS FOR CONSERVATION PROTECTION IN THE SAN BERNARDINO NATIONAL FOREST PRIMARILY FOR TRANSFER OR SALE TO THE USDA FOREST SERVICE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $77,964 | PYContributionsGrantsAmt |
| CY Contributions Grants | $115,854 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $986,756 | PYInvestmentIncomeAmt |
| CY Investment Income | $24,708 | CYInvestmentIncomeAmt |
| PY Other Revenue | $20,925 | PYOtherRevenueAmt |
| CY Other Revenue | $29,255 | CYOtherRevenueAmt |
| PY Total Revenue | $1,085,645 | PYTotalRevenueAmt |
| CY Total Revenue | $169,817 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $70,962 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $80,728 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $55,306 | PYOtherExpensesAmt |
| CY Other Expenses | $65,383 | CYOtherExpensesAmt |
| PY Total Expenses | $126,268 | PYTotalExpensesAmt |
| CY Total Expenses | $146,111 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $959,377 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $23,706 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $13,632,610 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,708,263 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $51,947 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,632,610 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,656,316 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE SAN BERNARDINO MOUNTAINS LAND TRUST IS DEDICATED TO THE ACQUISITION OF FOREST OPEN SPACE AND WILDLIFE HABITAT ON PRIVATE LANDS WITHIN THE BOUNDARIES OF THE SAN BERNARDINO NATIONAL FOREST TO HELP ENSURE LASTING PUBLIC BENEFIT TO THE NATURAL MOUNTAIN ENVIRONMENT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $137,721 | ExpenseAmt |
| Desc | CONSERVATION STEWARDSHIP PROGRAM: THE ORGANIZATION MANAGED AND MAINTAINED SEVEN NATURAL FOREST ECOLOGICAL PRESERVES COMPRISING OVER 1100 ACRES WITH THE SAN BERNARDINO NATIONAL FOREST FOR HABITAT PROTECTION AND PUBLIC ACCESS. THESE PRIVATE PRESERVES ARE OPEN TO THE PUBLIC FOR PASSIVE RECREATIONAL ENJOYMENT, SUCH AS HIKING, BIRD WATCHING, OUTDOOR PHOTOGRAPHY AND EQUESTRIAN USE, AS WELL AS SCIENTIFIC RESEARCH AND ENVIRONMENTAL EDUCATION. THE ORGANIZATION CONTINUED TO WORK WITH THE CALIFORNIA DEPARTMENT OF FISH AND WILDLIFE TO PROTECT ENDANGERED FISH HABITAT IN THE SHAY POND AND WET MEADOWLAND AREA OF THE NATIONAL FOREST. LIKEWISE, THE ORGANIZATION CONTINUED WORKING IN PARTNERSHIP WITH THE INLAND EMPIRE RESOURCE CONSERVATION DISTRICT TO BETTER SAFEGUARD AND RESTORE RARE AND ENDANGERED PLANT SPECIES ON THE UNIQUE PEBBLE PLAIN HABITAT FOUND ONLY IN THE BIG BEAR VALLEY OF THE SAN BERNARDINO NATIONAL FOREST. THE ORGANIZATION HAS ALSO STARTED A TREE NURSERY THIS YEAR TO GROW NATIVE TREES IN THE FOREST. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,252 | ExpenseAmt |
| Desc | PUBLIC OUTREACH, PUBLICATIONS AND WEBSITE: THE ORGANIZATION KEPT THE PUBLIC AND ITS SUPPORTERS INFORMED OF PROGRESS, EVENTS, AND ACCOMPLISHMENTS THROUGH OUR WEBSITE, EMAIL BLASTS, MAILINGS, AND NEWSLETTERS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $141,973 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | Yes (1) | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 4 | EmployeeCnt |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JERI SIMPSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3104986076 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 490 | AddressLine1Txt |
| City | LAKE ARROWHEAD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 923520490 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| PETER JORRIS | ||||||
| PRESIDENT | 20.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| POLLY SAUER | ||||||
| VICE PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KEVIN KELLEMS | ||||||
| SECRETARY AND DIRECTOR OF OPERATIONS | 40.00 | Yes (X) | Yes (X) | $45,410 | $0 | $0 |
| JERI SIMPSON | ||||||
| TREASURER | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SANDY STEERS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ED WALLACE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CRAIG CARPENTER | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| RANDY BUECHELER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $45,410 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $10 | MembershipDuesAmt |
| All Other Contributions | $115,844 | AllOtherContributionsAmt |
| Total Contributions | $115,854 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,708 | TotalRevenueColumnAmt |
| Exclusion | $24,708 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $22,544 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $22,544 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,544 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $22,544 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $6,711 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,711 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $6,711 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $169,817 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $29,255 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $24,708 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,410 | TotalAmt |
| Program Services | $45,410 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,255 | TotalAmt |
| Program Services | $28,255 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,063 | TotalAmt |
| Program Services | $7,063 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,668 | TotalAmt |
| Program Services | $1,668 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,239 | TotalAmt |
| Program Services | $3,162 | ProgramServicesAmt |
| Management And General | $1,077 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $300 | TotalAmt |
| Management And General | $300 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,709 | TotalAmt |
| Program Services | $2,709 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,596 | TotalAmt |
| Program Services | $3,722 | ProgramServicesAmt |
| Management And General | $874 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| STEWARDSHIP AND LAND MA | $47,377 | $47,377 | |
| MEMBERSHIP AND EXHIBIT | $2,957 | $2,607 | $350 |
| BANK FEES | $1,212 | $1,212 | |
| GOVERNMENT CHARGES | $325 | $325 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,111 | TotalAmt |
| Program Services | $141,973 | ProgramServicesAmt |
| Management And General | $4,138 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,294 | BOYAmt |
| EOY | $38,575 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,772,874 | BOYAmt |
| EOY | $63,183 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $243,750 | BOYAmt |
| EOY | $253,750 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,165 | BOYAmt |
| EOY | $2,165 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$50,000 | BOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $8,955,921 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,418 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,925,563 | BOYAmt |
| EOY | $8,943,503 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,430 | BOYAmt |
| EOY | $1,692,553 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,714,534 | BOYAmt |
| EOY | $2,714,534 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,632,610 | BOYAmt |
| EOY | $13,708,263 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,947 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $50,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $51,947 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,894,292 | BOYAmt |
| EOY | $12,867,998 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $738,318 | BOYAmt |
| EOY | $788,318 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,632,610 | BOYAmt |
| EOY | $13,656,316 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,632,610 | BOYAmt |
| EOY | $13,708,263 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $23,706 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $74,241 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $60,506 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $54,553 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $77,964 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $110,217 | CurrentTaxYearAmt |
| Total | $377,481 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $74,241 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $60,506 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $54,553 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $77,964 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $110,217 | CurrentTaxYearAmt |
| Total | $377,481 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $377,481 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$367 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,092 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,870 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,675 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,708 | CurrentTaxYearAmt |
| Total | $62,978 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $6,711 | CurrentTaxYearAmt |
| Total | $6,711 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $447,170 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,857,625 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.84420 | PublicSupportCY170Pct |
| Public Support PY170 | 0.18320 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II LINE 8 | FormAndLineReferenceDesc |
| Explanation | MADE TWO RECLASSES OF SUPPORT FOR FIRST YEAR CLIENT. FIRST CHANGE WAS TO LINE 8 COLUMN C. REDUCED INCOME FROM INTEREST, DIVIDENDS, PAYMENTS RECEIVED ON SECURITIES LOANS, RENTS, ROYALTIES, AND INCOME FROM SIMILAR SOURCES BY $970,081 SINCE THIS WAS ACUTALLY PROGRAM SERVICE REVENUE. THIS GAIN ON SALE OF LAND WAS PROPERTY SOLD BY THIS ENTITY TO BETTER PLACE FORESTS, ANOTHER NON-PROFIT ENTITY. THE SECOND CHANGE WAS TO LINE 8 COLUMN D. REDUCED INCOME FROM INTEREST, DIVIDENDS, PAYMENTS RECEIVED ON SECURITIES LOANS, RENTS, ROYALTIES, AND INCOME FROM SIMILAR SOURCES BY $865,000 SINCE THIS WAS ACUTALLY PROGRAM SERVICE REVENUE. THIS GAIN ON SALE OF LAND WAS PROPERTY SOLD BY THIS ENTITY TO THE US FOREST SERVICE ON 4/14/2021. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preservation Public Use | Yes (X) | PreservationPublicUseInd |
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Preservation Open Space | Yes (X) | PreservationOpenSpaceInd |
| Total Easements | 1 | TotalEasementsCnt |
| Total Acreage | 7.00 | TotalAcreageCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 10.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $0 | ExpensesIncurredEnforcementAmt |
| Section170h Rqr Stsfd | Yes (1) | Section170hRqrStsfdInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,957 | BeginningYearBalanceAmt |
| End Year Balance | $22,957 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,901 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $56 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $22,957 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,845 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $28 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $22,873 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,788 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $57 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $22,845 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,562 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $226 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $22,788 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,942,374 | OtherCostOrOtherBasisAmt |
| Book Value | $8,942,374 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,547 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,418 | DepreciationAmt |
| Book Value | $1,129 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,943,503 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 170-ACRE ARROWHEAD RIDGE PROPERTY WITH TITLE HELD BY SBMLT FOREST LAND LLC | Desc |
| Book Value | $2,714,534 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,714,534 | TotalBookValueOtherAssetsAmt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 5: | THE SAN BERNARDINO MOUNTAINS LAND TRUST HAS A LAND MANAGEMENT PLAN THAT ADDRESSES PERIODIC MONITORING, INSPECTION, HANDLING OF VIOLATIONS, AND ENFORCEMENT OF THE CONSERVATION EASEMENT. |
| PART II, LINE 9: | THE SAN BERNARDINO MOUNTAINS LAND TRUST REPORTS ITS CONSERVATION EASEMENT ON ITS BALANCE SHEET AS A RESTRICTED LAND ASSET, WHICH IS ALSO INCLUDED AS A SINGLE LINE ITEM ON OUR LIST OF CONSERVATION LAND ASSETS. |
| PART V, LINE 4: | THE ENDOWMENT FUNDS ARE INTENDED AS A CONTINGENCY RESERVE FOR MANAGEMENT AND ENFORCEMENT COSTS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORMS AND NOTES ARE PROVIDED BY EMAIL TO THE BOARD OF DIRECTORS FOR REVIEW AND COMMENT. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH DIRECTOR ANSWERS AN ANNUAL QUESTIONNAIRE AT THE START OF EACH YEAR, WHICH IS FILED WITH THE PRESIDENT. EACH DIRECTOR DISCLOSES ANY KNOWN POTENTIAL CONFLICT OR APPEARANCE OF CONFLICT. A DIRECTOR WHO HAS AN ACTUAL (OR APPEARANCE OF) CONFLICT OF INTEREST ON ANY ISSUE BEFORE THE BOARD DISCLOSES SUCH CONFLICT TO THE BOARD AND IS PRECLUDED FROM VOTING ON THE MATTER IN QUESTION. THE MINUTES OF THE BOARD MEETING REFLECT THE DISCLOSURE.THE DIRECTOR MAY ALSO BE REQUIRED TO LEAVE THE MEETING ROOM DURING DISCUSSION IN ADDITION TO NOT VOTING ON THE ITEM. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES OUR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC DURING THE TAX YEAR TO BE TRANSPARENT TO DONORS AND OTHERS INTERESTED IN OUR ORGANIZATION. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SBMLT FOREST LAND LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 490 | AddressLine1Txt |
| City | LAKE ARROWHEAD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92352 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453758817 | EIN |
| Primary Activities | LAND CONSERVATION | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN BERNARDINO MOUNTAINS LAND TRUST | BusinessNameLine1Txt |