2025-11-06T17:07:44-06:00 2024-12-31 831445511 SMITH MARION & CO 1940 ORANGE TREE LANE SUITE 100 REDLANDS CA 92374 990 2024-01-01 770471102 LAND TRUST OF SANTA CLARA VALLEY LAND 4086072741 605 TENNANT AVENUE H MORGAN HILL CA 95037 TRINA HINESER EXECUTIVE DIRECTOR 4086072741 2025-11-06 1 1 CARLOS CARAZO P02046597 9093072323 2025-11-06 2024 2025-03-06 01:10:19Z TRINA HINESER 605 TENNANT AVENUE H MORGAN HILL CA 95037 913714 0 X WWW.LANDTRUSTSCV.ORG X 1998 CA THE PRESERVATION OF AGRICULTURE AND OTHER WORKING LANDS AND OPEN SPACE. 7 7 3 40 0 0 90335 368904 374394 328737 167431 186599 65056 29474 697216 913714 0 0 0 0 188533 271617 0 0 15972 365255 373369 553788 644986 143428 268728 10625820 11628012 74156 136154 10551664 11491858 THE MISSION OF THE LAND TRUST IS TO PRESERVE AGRICULTURE AND OTHER WORKING LANDS AND OPEN SPACE IN SANTA CLARA VALLEY AND ADJACENT AREAS. 0 0 498709 328737 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. 498709 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 7 0 3 1 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X X X THE ORGANIZATION 4086072741 605 TENNANT AVENUE H MORGAN HILL CA 95037 THOMAS FISCHER BOARD CHAIR 2.00 X X 0 0 0 KEN SCHREIBER TREASURER 1.00 X X 0 0 0 DANA WOLFE SECRETARY 1.00 X X 0 0 0 RICH CONSTANTINE DIRECTOR 1.00 X 0 0 0 LOVEPREET KAUR DIRECTOR 1.00 X 0 0 0 PETER VAN DYKE DIRECTOR 1.00 X 0 0 0 DANIELLE FLANAGAN DIRECTOR 1.00 X 0 0 0 TRINA HINESER EXECUTIVE DIRECTOR 40.00 X 94496 0 0 94496 0 0 0 0 0 0 0 16696 352208 368904 PROJECT FUNDING 561000 289761 289761 PROGRAM FEES 561000 38976 38976 328737 186599 186599 OTHER INCOME 900099 29474 29474 29474 913714 358211 0 186599 X 94496 70871 18899 4726 148789 111591 29757 7441 12831 9625 2567 639 15501 11626 3100 775 57199 57199 24388 1693 22623 72 32863 32863 181179 179679 1500 790 367 423 9224 1071 7433 720 612 612 25923 20090 5833 3932 874 2963 95 34 34 5448 3464 1980 4 PROPERTY TAXES 30233 30233 OTHER EXPENSES 1023 101 922 BANK FEES 381 225 156 MEMBERSHIP DUES 125 125 15 15 644986 498709 130305 15972 119130 363280 85501 79150 6633 3770000 3770000 3770000 6611042 7393218 33514 22364 10625820 11628012 39742 28181 84445 34414 23528 74156 136154 X 489767 748500 10061897 10743358 10551664 11491858 10625820 11628012 268728 639693 3600 28173 0 X 0 1 X 1 0 X 1401963 27523 68387 90335 368904 1957112 401504 425860 414273 374394 328737 1944768 1803467 453383 482660 464729 697641 3901880 0 0 0 3901880 62665 901226 168650 167431 186599 1486571 62665 901226 168650 167431 186599 1486571 14723 65056 29474 109253 1866132 1354609 666033 697216 913714 5497704 0.70970 0.69750 0.27040 0.28770 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 9 1969.00 1 1 1040.00 27500 6207133 874309 108084 6973358 5391803 818574 3244 6207133 5903811 349270 -841429 19849 5391803 6110555 729407 6839962 5162297 948258 6110555 1.00000 1 0 3770000 3770000 3770000 LEASE LIABILITY 23528 23528 X 1524144 639693 3600 643293 880851 32863 32863 913714 612123 0 612123 32863 32863 644986 PART II, LINE 5: MONITORING ACTIVITIES VARY BY PROPERTY AND ENFORCEMENT HAPPENS ONLY AS NEEDED. PART II, LINE 9: 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: 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 X, LINE 2: THE ORGANIZATION HAS RECEIVED TAX EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND UNDER SECTION 23701(D) OF THE STATE OF CALIFORNIA REVENUE AND TAXATION CODE. THE ORGANIZATION IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS ALONG WITH RELATED STATE FILINGS. THE RELATED TAX RETURNS ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. THE ORGANIZATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES 32,863. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES 32,863. 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 NONPROFIT'S SAMPLE POLICY FOR BOARD APPROVAL OF COMPENSATION FOR GUIDANCE ON HOW TO ARRIVE AT AND APPROVE THE EXECUTIVE DIRECTOR'S 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 IX, LINE 11G CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 179,679. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 1,500. TOTAL EXPENSES 181,179.