2025-11-14T12:47:13-06:00 2024-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2024-01-01 042751357 LAND TRUST ALLIANCE INC LAND 2028002235 1250 H STREET NW 600 WASHINGTON DC 20005 ASHLEY DEMOSTHENES CHIEF EXECUTIVE OFFICER 2028002235 2025-11-14 1 0 FRANK SMITH P00639053 2022274000 2025-11-14 2024 2025-03-06 01:10:19Z ASHLEY DEMOSTHENES 1250 H STREET NW 600 WASHINGTON DC 20005 31614819 0 X WWW.LANDTRUSTALLIANCE.ORG X 1982 MA TO SAVE THE PLACES PEOPLE LOVE BY STRENGTHENING LAND CONSERVATION ACROSS AMERICA. 15 15 89 20 2400 0 17121891 19032805 2631995 2577252 360292 740298 426 0 20114604 22350355 4888484 5765732 0 0 9735350 10885219 23153 9602 2177026 6363176 5536699 21010163 22197252 -895559 153103 24729245 24724933 9523047 8919536 15206198 15805397 X SEE SCHEDULE O 0 0 15618281 5683867 2121236 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 77 TRAININGS, 47 SELF-STUDY ONLINE COURSES AND 7 TOOLKITS ON ALL ASPECTS OF CONSERVATION WORK, INCLUDING RISK MANAGEMENT, FUNDRAISING, AND BOARD AND PROFESSIONAL DEVELOPMENT FOR MORE THAN 13,500 REGISTRANTS IN 2024. 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 AND PUBLIC ENGAGEMENT. AT THE END OF THE YEAR, THERE WERE 470 ACCREDITED LAND TRUSTS IN 46 STATES AND TWO TERRITORIES, REPRESENTING MORE THAN 84% 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. WE LAUNCHED A NEW RESOURCE, THE ECOSYSTEM SERVICES VALUATION TOOL, TO HELP LAND TRUSTS ESTIMATE THE VALUE OF BENEFITS GENERATED BY THE ECOSYSTEMS THEY STEWARD. SINCE ITS LAUNCH IN MAY, THE TOOL HAS BECOME ONE OF THE MOST VISITED RESOURCES OF THE YEAR. 2471711 81865 GOVERNMENT RELATIONS 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. 914263 456016 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 562 LAND TRUST MEMBERS OF TERRAFIRMA IN 2025 HAVE DEMONSTRATED THE WISDOM OF COLLECTIVE CONSERVATION DEFENSE ADDING LEGAL SUPPORT AND RESOURCES FOR OVER 12.2 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 41,000 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. 19004255 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 173 0 1 89 1 1 1 0 0 0 0 1 1 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 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 MONICA POVEDA 2028002240 1250 H STREET NW 600 WASHINGTON DC 20005 MICHAEL A POLEMIS CHAIR 4.00 X X 0 0 0 JUDITH STOCKDALE VICE CHAIR 3.00 X X 0 0 0 BLAIR C FITZSIMONS SECRETARY 3.00 X X 0 0 0 ROBERTO SERRALLES TREASURER 3.00 X X 0 0 0 DAVID CALLE DIRECTOR 3.00 X 0 0 0 SAM COOK JR DIRECTOR 3.00 X 0 0 0 CHERYL FOX DIRECTOR 3.00 X 0 0 0 GLENN LAMB DIRECTOR 3.00 X 0 0 0 DOUG LAND DIRECTOR 3.00 X 0 0 0 KATHY K LEAVENWORTH DIRECTOR 3.00 X 0 0 0 THOMAS D SAUNDERS DIRECTOR 3.00 X 0 0 0 JULIE R SHARPE DIRECTOR 3.00 X 0 0 0 VALERIE GORDON DIRECTOR 3.00 X 0 0 0 ROEL LOPEZ DIRECTOR 3.00 X 0 0 0 KRISTINA ORTEZ DIRECTOR 3.00 X 0 0 0 ALAN M BELL VICE CHAIR TO 03/2024 3.00 X X 0 0 0 ASHLEY DEMOSTHENES DIRECTOR TO 12/2024 3.00 X 0 0 0 GIL JENKINS DIRECTOR TO 03/2024 3.00 X 0 0 0 JIM MILLSTEIN DIRECTOR TO 03/2024 3.00 X 0 0 0 KRIS PICKLER DIRECTOR TO 04/2024 3.00 X 0 0 0 ANDREW J BOWMAN PRESIDENT & CEO TO 07/2024 40.00 X 310742 0 44627 CHASE WARDEN COO AND CFO 40.00 X 338290 0 28315 JENNIFER MILLER HERZOG INTERIM CEO, CHIEF PROGRAM OFFICER 40.00 X 289018 0 82768 ERIN HESKETT VP, CONSERVATION INITIATIVE 40.00 X 168522 0 92098 RENEE KIVIKKO VP, EDUCATION 40.00 X 182631 0 40110 ELIZABETH WARD CHIEF MARKETING OFFICER 40.00 X 239963 0 91732 SUZANNE ERERA VP, DEVELOPMENT 40.00 X 203714 0 87390 MONICA POVEDA VP, FINANCE 40.00 X 245310 0 17598 NATHAN HODGE DIRECTOR, IT 40.00 X 171813 0 90375 CAMILA LORCA JIMENEZ CONTROLLER 40.00 X 151115 0 81712 2301118 0 656725 54 0 1 0 CHERRY BEKAERT ADVISORY LLC PO BOX 25549 RICHMOND VA 23260 CONSULTING SERVICES 191845 RSM US LLP 5155 PAYSPHERE CIRCLE CHICAGO IL 60674 CONSULTING SERVICES 189694 ISAACSON MILLER INC 263 SUMMER STREET BOSTON MA 02210 CONSULTING SERVICES 165210 CAPITOL TAX PARTNERS LLP 101 CONSTITUTION AVE NW SUITE 675 E WASHINGTON DC 20001 CONSULTING SERVICES 120000 4 2643894 6243556 10145355 585622 19032805 CONFERENCE AND WORKSHOPS 900099 1553090 1553090 FEE FOR SERVICE 900099 1012417 1010017 2400 PUBLICATION SALES 900099 11745 11745 2577252 467808 467808 9536954 9264464 272490 272490 272490 22350355 2574852 2400 740298 5765732 5765732 1577122 1292898 220727 63497 7063005 5571516 202080 1289409 469156 371367 10321 87468 1196866 777608 233918 185340 579070 458532 27467 93071 46420 20280 24201 1939 87875 16093 69309 2473 110950 110950 9602 9602 1834730 1685457 59730 89543 274 249 25 606225 475293 16899 114033 860664 789459 16187 55018 366307 301695 14537 50075 396537 333106 7819 55612 819630 713545 63673 42412 363685 315400 10864 37421 43402 5075 38239 88 22197252 19004255 1015971 2177026 2149394 2920553 3465551 2738192 1509490 4407699 1176051 128425 0 510000 127 2117 539205 548858 2915896 1493328 914977 1422568 10993550 8179871 3980900 3866650 24729245 24724933 865904 713857 700689 826116 4062001 3406032 3894453 3973531 9523047 8919536 X 4582504 3855822 10623694 11949575 15206198 15805397 24729245 24724933 153103 446096 0 X 0 1 X 1 1 1 X 13208158 14062716 13933870 17121891 19032805 77359440 13208158 14062716 13933870 17121891 19032805 77359440 6354739 71004701 182257 129895 211239 360096 467808 1351295 700 2700 1600 5000 426 426 78716161 9055944 0.90200 0.91720 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 114135 114135 22068606 22182741 1000000 250000 0 0 753463 1000000 1000000 1000000 3753463 5630195 293416 177909 127200 114135 712660 188366 250000 250000 250000 938366 1407549 7396315 295056 927130 260007 8358494 5948151 658308 1035056 245200 7396315 7494579 -1308628 237800 5948151 5518122 1502050 689207 214800 7494579 4998523 6800 717100 205100 5517323 0.21930 0.47660 0.30410 0 0 132107 70954 61153 2783789 1422374 1361415 1422568 RIGHT OF USE ASSET 1998801 DUE FROM RELATED ORG 1787946 DEPOSITS 79903 3866650 LEASE LIABILITY - OPERATING 2343897 DUE TO RELATED 1629634 3973531 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. 1 ADIRONDACK LAND TRUST PO BOX 130 KEENE NY 12942 222559576 501(C)(3) 100000 0 CAPACITY BUILDING AGRICULTURAL STEWARDSHIP ASSOCIATION 2531 STATE ROUTE 40 GREENWICH NY 12834 223084628 501(C)(3) 50588 0 CAPACITY BUILDING ALASKA FARMLAND TRUST 248 E DAHLIA AVENUE PALMER AK 99645 202860877 501(C)(3) 11000 0 CAPACITY BUILDING AQUIDNECK LAND TRUST 790 AQUIDNECK AVENUE MIDDLETOWN RI 02842 223073770 501(C)(3) 9800 0 CAPACITY BUILDING ASPEN VALLEY LAND TRUST 320 MAIN STREET SUITE 204 CARBONDALE CO 81623 840574754 501(C)(3) 20000 0 CAPACITY BUILDING BALTIMORE GREEN SPACE 1212 NORTH WOLFE ST BALTIMORE MD 21213 260530374 501(C)(3) 6000 0 CAPACITY BUILDING BEAR YUBA LAND TRUST PO BOX 1004 GRASS VALLEY CA 95945 680256981 501(C)(3) 15000 0 CAPACITY BUILDING BITTER ROOT LAND TRUST INC PO BOX 1806 HAMILTON MT 59840 311595967 501(C)(3) 10500 0 CAPACITY BUILDING BLOOMINGDALE MANAGEMENT ADVISORS 611 W 111TH STREET ROOM 28 NEW YORK NY 10025 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501(C)(3) 13000 0 CAPACITY BUILDING COLUMBIA LAND CONSERVANCY INC 49 MAIN STREET CHATHAM NY 12037 222757332 501(C)(3) 80300 0 CAPACITY BUILDING CONSERVATION FOUNDATION OF THE GULF COAST PO BOX 902 OSPREY FL 34229 200345249 501(C)(3) 15750 0 CAPACITY BUILDING COWICHE CANYON CONSERVANCY PO BOX 877 YAKIMA WA 98907 911312184 501(C)(3) 11143 0 CAPACITY BUILDING CRESTED BUTTE LAND TRUST PO BOX 2224 CRESTED BUTTE CO 81224 841190830 501(C)(3) 15000 0 CAPACITY BUILDING DISABLED HIKERS 171 CAMPBELL STREET FORKS WA 98331 854055270 501(C)(3) 20000 0 CAPACITY BUILDING DUCKS-NY 7322 NEWMAN BOULEVARD BUILDING 2 SUITE 200 DEXTER MI 48130 135643799 501(C)(3) 52558 0 CAPACITY BUILDING DUTCHESS LAND CONSERVANCY PO BOX 138 MILLBROOK NY 12545 141667526 501(C)(3) 57106 0 CAPACITY BUILDING EAGLE VALLEY LAND TRUST PO BOX 3016 EDWARDS CO 81632 742205958 501(C)(3) 12000 0 CAPACITY BUILDING EDMUND NILES HUYCK PRESERVE AND BIOLOGICAL RESOURCE STATION PO BOX 189 RENSSELAERVILLE NY 12147 141338387 501(C)(3) 56475 0 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501(C)(3) 46980 0 CAPACITY BUILDING TETON REGIONAL LAND TRUST PO BOX 247 DRIGGS ID 83422 943146525 501(C)(3) 19500 0 CAPACITY BUILDING TEXAS LAND CONSERVANCY PO BOX 162481 AUSTIN TX 78716 751825883 501(C)(3) 5500 0 CAPACITY BUILDING THE CONSERVATION FOUNDATION 10 S 404 KNOCH KNOLLS ROAD NAPERVILLE IL 60565 237221206 501(C)(3) 17000 0 CAPACITY BUILDING THE DOWNSTREAM PROJECT PO BOX 1000 BERRYVILLE VA 22611 260310939 501(C)(3) 6000 0 CAPACITY BUILDING THE FRONTERA LAND ALLIANCE 1201 N MESA ST EL PASO TX 79902 421645381 501(C)(3) 8000 0 CAPACITY BUILDING THE LITTLE FORKS CONSERVANCY INC P O BOX 2847 MIDLAND MI 48641 383353122 501(C)(3) 9000 0 CAPACITY BUILDING THE NATURE CONSERVANCY 4245 N FAIRFAX DRIVE SUITE 100 ARLINGTON VA 22203 530242652 501(C)(3) 139000 0 CAPACITY BUILDING THE NATURE CONSERVANCY-OR 821 SE 14TH AVENUE PORTLAND OR 97214 530242652 501(C)(3) 38384 0 CAPACITY BUILDING THOUSAND ISLANDS LAND TRUST INC PO BOX 238 CLAYTON NY 13624 222629183 501(C)(3) 110529 0 CAPACITY 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LAND CONSERVANCY PO BOX 864 WOODSTOCK NY 12498 222950482 501(C)(3) 62770 0 CAPACITY BUILDING WYOMING STOCK GROWERS LAND TRUST PO BOX 268 CHEYENNE WY 82003 836047954 501(C)(3) 8500 0 CAPACITY BUILDING LAND TRUST ACCREDITATION COMMISSION 1250 H STREET NW 600 WASHINGTON DC 20005 224622209 501(C)(3) 245200 0 CAPACITY BUILDING 122 0 PART I, LINE 2: THE ALLIANCE MONITORS THE USE OF REGRANT FUNDS THROUGH RIGOROUS REVIEW OF PROJECT BUDGETS; INTERIM AND FINAL GRANT REPORTS; ONGOING PROJECT TRACKING; AND SITE VISITS WITH GRANTEES WHERE APPROPRIATE. 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 JENNIFER MILLER HERZOG INTERIM CEO, CHIEF PROGRAM OFFICER 289018 0 0 0 0 0 18500 0 64268 0 371786 0 0 0 CHASE WARDEN COO AND CFO 338290 0 0 0 0 0 26400 0 1915 0 366605 0 0 0 ANDREW J BOWMAN PRESIDENT & CEO TO 07/2024 310742 0 0 0 0 0 28600 0 16027 0 355369 0 0 0 ELIZABETH WARD CHIEF MARKETING OFFICER 239963 0 0 0 0 0 18500 0 73232 0 331695 0 0 0 SUZANNE ERERA VP, DEVELOPMENT 203714 0 0 0 0 0 17824 0 69566 0 291104 0 0 0 MONICA POVEDA VP, FINANCE 245310 0 0 0 0 0 15945 0 1653 0 262908 0 0 0 NATHAN HODGE DIRECTOR, IT 171813 0 0 0 0 0 14839 0 75536 0 262188 0 0 0 ERIN HESKETT VP, CONSERVATION INITIATIVE 168522 0 0 0 0 0 14410 0 77688 0 260620 0 0 0 CAMILA LORCA JIMENEZ CONTROLLER 151115 0 0 0 0 0 10481 0 71231 0 232827 0 0 0 RENEE KIVIKKO VP, EDUCATION 182631 0 0 0 0 0 14691 0 25419 0 222741 0 0 0 X 8 52289 FMV X NOTE RECEIVABLE 1 533333 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 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 FINANCIAL OFFICER AND / OR CHIEF EXECUTIVE 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 FINANCIAL OFFICER, CHIEF EXECUTIVE OFFICER, AND CHIEF OPERATING OFFICER, CHIEF PROGRAM OFFICER, CHIEF MARKETING AND COMMUNICATIONS OFFICER. THE LAST REVIEW WAS COMPLETED IN 2022 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. ALLIANCE RISK MANAGEMENT SERVICES LLC 1250 H STREET NW SUITE 600 WASHINGTON DC 20005 463045386 RISK MANAGEMENT VT 456017 898505 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 B 245200 COST LAND TRUST ACCREDITATION COMMISSION L 99008 COST LAND TRUST ACCREDITATION COMMISSION S 125000 COST