2020-06-27T17:18:42-05:00 2019-09-30 410746749 CLIFTONLARSONALLEN LLP 5255 EAST WILLIAMS CIRCLE SUITE 5000 TUCSON AZ 85711 990 2018-10-01 866148507 ARIZONA LAND AND WATER TRUST INC ARIZ 5205778564 2810 N ALVERNON WAY NO 600 TUCSON AZ 85712 BRITT SIMMONS TREASURER 5205778564 2020-06-23 1 LISA ADAMS P00854368 5207903500 2020-06-23 70.186.39.54 2020-06-23 10:09:41 MS P DB638E471739F1D4B23C74843775E8025F07CF1B AC8FA2385E0EB5D2353502EC5F7991CAFEDE7AE1 2018 2021-01-29 14:40:06Z DIANA FRESHWATER 2810 N ALVERNON WAY NO 600 TUCSON AZ 85712 3715435 0 X WWW.ALWT.ORG X 1978 AZ THE TRUST WORKS CLOSELY WITH PRIVATE LANDOWNERS AND LOCAL, STATE AND FEDERAL AGENCIES TO PROTECT ARIZONA'S LANDSCAPES, WORKING RANCHES, WATER AND WILDLIFE HABITAT. 15 15 10 20 0 0 1760148 1014081 91560 0 99329 66276 0 0 1951037 1080357 0 0 0 0 447484 602676 0 36000 214059 1566827 493869 2014311 1132545 -63274 -52188 10094039 10138232 102438 90841 9991601 10047391 X ARIZONA LAND AND WATER TRUST PROTECTS SOUTHERN ARIZONA'S VANISHING WESTERN LANDSCAPES, ITS FARMS AND RANCHES, WILDLIFE HABITAT, AND THE WATERS THAT SUSTAIN THEM. WE DO THIS BY WORKING WITH WILLING LANDOWNERS, BY KEEPING RANCHING AND FARMING LAND IN PRODUCTION AND ON THE TAX ROLLS AND MAKING A POSITIVE DIFFERENCE IN THE PROTECTION OF LAND AND WATER FOR A WIDE RANGE OF SOCIETAL VALUES. 0 0 764415 IN FY2019, ARIZONA LAND AND WATER TRUST CONTINUED ITS EFFORTS TO PROTECT BIOLOGICALLY SENSITIVE AREAS AND WORKING LANDSCAPES, PRODUCED A NUMBER OF OUTREACH AND EDUCATION COMMUNITY WORKSHOPS ON LAND AND WATER PROTECTION OPTIONS, AND PROVIDED TECHNICAL ASSISTANCE ON CONSERVATION, LAND USE AND POLICY-RELATED ISSUES. THE TRUST MAINTAINED THE PROTECTION OF ITS EXISTING EASEMENTS AND PROPERTIES AND MADE FURTHER PROGRESS ON PROTECTING NEW LANDS. THE TRUST CONTINUED TO IMPLEMENT WATER LEASE AGREEMENTS WITH WILLING LANDOWNERS ALONG THE GILA AND SAN PEDRO RIVERS AS PART OF OUR INNOVATIVE DESERT RIVERS PROGRAM, SAVING BILLIONS OF GALLONS OF WATER FOR THE ENVIRONMENT TO DATE, AND EXPANDED ITS FOCUS IN THE SANTA CRUZ RIVER REGION. AS OF FISCAL YEAR 2019, ARIZONA LAND AND WATER TRUST HAD SURPASSED 50,000 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 MAPPING. OUR CONSERVATION EFFORTS AND PARTNERSHIPS HAVE LEVERAGED MORE THAN $315,000,000 OVER THE LIFE OF THE ORGANIZATION FOR LAND AND WATER CONSERVATION. 764415 1 1 0 0 0 0 1 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 37 0 10 1 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X MARY M HUERSTEL CPA 5205778564 2810 N ALVERNON WAY TUCSON AZ 85712 DIANA FRESHWATER PRESIDENT 10.00 X X 0 0 0 BEN BROPHY VICE-PRESIDENT 1.00 X X 0 0 0 CHARLES PETTIS SECRETARY 1.00 X X 0 0 0 BRITTON SIMMONS TREASURER 2.00 X X 0 0 0 BILL ROE DIRECTOR 1.00 X 0 0 0 BILL SHAW DIRECTOR 1.00 X 0 0 0 CHARLOTTE HANSON DIRECTOR 1.00 X 0 0 0 PAT LOPEZ DIRECTOR 1.00 X 0 0 0 LES COREY DIRECTOR 1.00 X 0 0 0 FRED FRELINGHUYSEN DIRECTOR 1.00 X 0 0 0 KAREN RIGGS DIRECTOR 1.00 X 0 0 0 LAURA BROWN DIRECTOR 1.00 X 0 0 0 PEGGY ROWLEY DIRECTOR 1.00 X 0 0 0 FRITZ JANDREY DIRECTOR 1.00 X 0 0 0 NANETTE PAGEAU DIRECTOR 1.00 X 0 0 0 LIZ PETTERSON EXECUTIVE DIRECTOR 50.00 X 85682 0 2570 85682 0 2570 0 0 0 0 0 292747 721334 30987 1014081 74717 74717 2626637 2635078 -8441 -8441 -8441 1080357 0 0 66276 88252 22063 44126 22063 434167 325592 48487 60088 41858 22939 10470 8449 38399 27814 4727 5858 8497 8089 100 308 18112 9867 3682 4563 36000 36000 15 15 35100 21025 5608 8467 31708 7622 2845 21241 12762 6817 2459 3486 43141 23501 8771 10869 12229 11567 296 366 27043 15069 2701 9273 3392 1848 689 855 7781 4889 1292 1600 CONSERVATION EXPENSE 199006 199006 PUBLIC EDUCATION & OUTR 39222 39222 POSTAGE AND PRINTING 30460 9289 3189 17982 OTHER EXPENSE 14200 2180 11375 645 11201 6016 3239 1946 1132545 764415 154071 214059 338736 47944 420074 63584 27395 351431 58750 141737 11855 14996 6835500 38149 6799351 6797351 2427878 2686189 10000 35000 10094039 10138232 71440 90841 30998 102438 90841 X 8829450 8582122 514645 817763 647506 647506 9991601 10047391 10094039 10138232 -52188 107978 0 X 0 1 X 1 0 X 3871956 8111487 1940765 1760148 1014081 16698437 3871956 8111487 1940765 1760148 1014081 16698437 16698437 46991 58946 63801 80325 74717 324780 17023217 0.98090 0.98210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 30 14197.00 1 1 400.00 20000 865963 46310 14198 898075 719424 121616 29251 4328 865963 652258 43519 27289 3642 719424 543145 82471 29979 3337 652258 435506 108616 2191 3168 543145 0.03600 0.72100 0.24300 0 0 6789149 6789149 3543 957 2586 15757 15757 0 27051 21435 5616 6797351 1188320 107978 107978 1080342 15 15 1080357 1132530 0 1132530 15 15 1132545 PART II, LINE 9: ALWT IS A CONSERVATION ORGANIZATION THAT PROVIDES 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, 2019, ALWT HELD 30 CONSERVATION EASEMENTS. ALWT HAS OPTED TO EXPENSE PURCHASED CONSERVATION EASEMENTS AND DONATED EASEMENTS ARE NOT RECORDED. 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 BRIAN BATEMAN 612 S 5TH AVE TUCSON AZ 85701 GENERAL FUNDRAISING CONSULTING 0 0 36000 -36000 36000 -36000 AZ MN WI CT SCHEDULE G, PART I, LINE 2B, COLUMN (V) THE CONSULTANT PROVIDED GENERAL ADVICE/COUNSEL ON CAPITAL CAMPAIGN PLANNING. HE WORKED WITH US TO UNDERSTAND REALISTIC CAMPAIGN OBJECTIVES, STRATEGIZE COMMUNICATIONS AND DEVELOP A PLAN OF APPROACH WITH POTENTIAL MAJOR DONORS. HE PROVIDED SOME TRAINING TO STAFF AND THE BOARD AS TO HOW BEST TO REQUEST GIFTS FROM PROSPECTIVE DONORS. X X X X 0 0 0 0 0 0 0 0 0 X 3 30987 SELLING PRICE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE WILL REVIEW THE FORM 990 WITH COPIES SENT TO 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 ALWT DIRECTORS REVIEW THE POLICY ANNUALLY. IN ANY INSTANCES WHERE A CONFLICT MIGHT ARISE WE DISCUSS THE ISSUE WITH THE INDIVIDUAL(S) WHO MIGHT BE IN CONFLICT. THE EXECUTIVE COMMITTEE REVIEWS POTENTIAL CONFLICTS AND MAKES RECOMMENDATIONS TO THE BOARD AS APPROPRIATE. FORM 990, PART VI, SECTION B, LINE 15A THE ALWT 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. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST, PUBLIC INSPECTION VERSIONS OF THE 990 ARE PROVIDED.