2023-12-12T12:19:49-06:00 2023-06-30 910870697 AIKEN & SANDERS INC PS 324 S MAIN ST UNIT A MONTESANO WA 985634502 990 2022-07-01 943112454 OKANOGAN LAND TRUST OKAN 5095576306 PO BOX 325 OKANOGAN WA 98840 KAYLA MCINTYRE TREASURER 5095576306 2023-10-12 1 KAYLA MCINTYRE 999009999 0 LONNIE RICH CPA P00333655 3605333370 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KAYLA MCINTYRE PO BOX 325 OKANOGAN WA 98840 233504 0 X WWW.OKANOGANLANDTRUST.ORG X 2002 WA THE TRUST COLLABORATES WITH LANDOWNERS, COMMUNITY MEMBERS, ORGANIZATIONS, AND BUSINESSES TO CONSERVE AND PROTECT NATURAL LANDSCAPES, WIDE OPEN SPACES, WORKING FARMS AND RANCHES, CLEAN AIR AND WATER, AND ABUNDANT WILDLIFE. 11 11 3 15 0 0 633993 200517 0 0 23695 28004 -1435 1600 656253 230121 0 0 0 0 153375 169642 0 0 18762 468296 77696 621671 247338 34582 -17217 1425665 1479602 19275 8133 1406390 1471469 X THE TRUST COLLABORATES WITH LANDOWNERS, COMMUNITY MEMBERS, ORGANIZATIONS, AND BUSINESSES TO CONSERVE AND PROTECT NATURAL LANDSCAPES, WIDE OPEN SPACES, WORKING FARMS AND RANCHES, CLEAN AIR AND WATER, AND ABUNDANT WILDLIFE. 0 0 20861 EDUCATION AND OUTREACH PROGRAMS:OKANOGAN LAND TRUST CONTINUED ITS EDUCATIONAL PROGRAMMING AND OUTREACH-RELATED PROGRAM WORK. WE HELD THE 7TH YEAR OF OUR OKAKNOWLEDGY EDUCATIONAL PRESENTATIONS, FEATURING SPEAKERS FROM A VARIETY OF NATURAL AND SOCIAL HISTORY FIELDS OF KNOWLEDGE. WE ALSO HOSTED THE 10TH ANNUAL FIELD DAY FOR THE ODEN ROAD FIRE STUDY FOR ECOLOGY STUDENTS FROM OKANOGAN HIGH SCHOOL, RECRUITING SEVERAL NEW INSTRUCTORS AND INITIATION THE PROCESS OF UPDATING THE STUDY CURRICULUM. INTEREST AND ATTENDANCE FOR THESE PROGRAMS REMAIN STRONG. WE ALSO HELD OUR LONG-RUNNING FUNDRAISER, THE PONDEROSA EVENT, IN PERSON AFTER TWO YEARS OF MISSED OR VIRTUAL EVENTS. THE EVENT WAS SUCCESSFUL AND WELL-RECEIVED. 64244 WORKING FOR WILDLIFE/BIG CONSERVATION:OKANOGAN LAND TRUST WRAPPED UP ITS PARTICIPATION IN A MULTI-YEAR INITIATIVE INVOLVING SEVERAL PARTNER ORGANIZATIONS CALLED WORKING FOR WILDLIFE (WFW), WHICH IS FUNDED BY THE NATIONAL FISH AND WILDLIFE FOUNDATION (NFWF) AND ENDED IN DECEMBER 2022. SEVERAL CONSERVATION PROJECTS INITIATED AND FUNDED UNDER THIS PARTNERSHIP ARE STILL BEING COMPLETED. BASED ON THE SUCCESS OF W4W, OLT CONTINUED TO LEAD EFFORTS AMONG THE PARTNERS TO SEEK NEW FUNDING TO SUPPORT THE CONTINUATION OF THIS WORK, FIRST UNDER A GRANT FROM THE LEITER FAMILY FOUNDATION CALLED BIG CONSERVATION, AND THEN THROUGH AN APPLICATION TO THE AMERICA THE BEAUTIFUL CHALLENGE GRANT FROM NFWF. 92817 CONSERVATION AND STEWARDSHIP:OKANOGAN LAND TRUST CONTINUED ITS WORK TO CONSERVE AND STEWARD LAND AND WATER RESOURCES. WE MADE SUBSTANIAL PROGRESS ON SIX CONSERVATION EASEMENT PROJECTS; FOUR ARE FUNDED IN PART BY THE WASHINGTON STATE RECREATION AND CONSERVATION OFFICE, ONE IN PART BY THE NATIONAL RESOURCES CONSERVATION SERVICE. WE ALSO WORKED WITH THE METHOW BEAVER PROJECT ON TWO PROJECTS FUNDED BY THE WASHINGTON STATE DEPARTMENT OF ECOLOGY WHICH, WHEN COMPLETED, WILL RESULT IN CONSERVATION EASEMENTS AND ECOLOGICAL RESTORATION ON TWO PROPERTIES WITH SIGNIFICANT RIPARIAN HABITAT. IN TOTAL THESE SIX PROJECTS REPRESENT OVER 4,000 ACRES OF AGRICULTURAL LAND, WILDLIFE HABITAT AND PRIORITY STREAMS. 177922 1 1 0 0 0 0 1 0 0 1 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 3 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WA X THE ORGANIZATION 5095576306 PO BOX 325 OKANOGAN WA 98840 CYNTHIA NELSON BOARD MEMBER 3.00 X 0 0 0 KAYLA MCINTYRE TREASURER 3.00 X X 0 0 0 TODD THORN SECRETARY 3.00 X X 0 0 0 GERT WEBSTER BOARD MEMBER 3.00 X 0 0 0 DALE SWEDBERG BOARD MEMBER 3.00 X 0 0 0 JOHN ROHRBACK BOARD MEMBER 3.00 X 0 0 0 LLOYD ODELL BOARD MEMBER 3.00 X 0 0 0 ANNA BURICA VICE-PRESIDENT 3.00 X X 0 0 0 MARGARET HARTZELL PRESIDENT 3.00 X X 0 0 0 PAUL NASH BOARD MEMBER 3.00 X 0 0 0 MATT DANIELSON BOARD MEMBER 3.00 X 0 0 0 KATHERINE MILLER EXECUTIVE DIRECTOR 40.00 X 59963 0 1799 59963 0 1799 0 0 0 0 0 23780 51368 125369 200517 26798 26798 1206 0 1206 1206 1206 4983 23780 3383 1600 1600 230121 0 0 29604 64117 42214 16137 5766 76873 50613 19348 6912 1428 940 360 128 14900 9810 3750 1340 12324 8114 3102 1108 6209 6209 3300 3300 689 297 392 302 67 235 6045 1851 2358 1836 8940 7152 894 894 2183 2183 6549 5597 476 476 LAND TRANSACTION COSTS 39307 39307 DUES AND SUBSCRIPTIONS 4172 3568 302 302 247338 177922 50654 18762 97566 48128 196 196 6348 12232 2715 2405 13057 3357 9700 9700 1180289 1264441 128851 142500 1425665 1479602 3755 6583 15520 1550 19275 8133 X 242342 229212 1164048 1242257 1406390 1471469 1425665 1479602 -17217 82296 0 X X 1 X 0 1 0 X 124516 805789 931212 633993 205500 2701010 2270 1270 3540 124516 808059 932482 633993 205500 2704550 26740 655194 21328 10000 7000 720262 0 26740 655194 21328 10000 7000 720262 1984288 34796 11527 17159 20276 26798 110556 34796 11527 17159 20276 26798 110556 159312 819586 949641 654269 232298 2815106 0.70490 0.69520 0.03930 0.04500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 31 14164.00 0 0 2 1 1 332.00 9595 625359 53214 40950 6380 631243 729655 -55860 40950 7486 625359 622560 155478 40950 7433 729655 655194 -439 27300 4895 622560 1.00000 0 0 9700 9700 3357 3357 0 9700 BENEFICIAL INTERESTS-COMMUNITY FOUNDATION 142500 F 142500 X PART II, LINE 3: THE ORGANIZATION AMENDED TWO CONSERVATION EASEMENTS DURING THE FISCAL YEAR TO ADOPT THE SAFE HARBOR LANGUAGE ALLOWED BY IRS NOTICE 2023-30. PART II, LINE 5: THE ORGANIZATION'S POLICY REQUIRES ANNUAL MONITORING FOR EACH EASEMENT. ANY NOTED VIOLATIONS ARE DOCUMENTED, DISCUSSED WITH LANDOWNER, AND REMEDIATED. LEGAL ACTION, IF NECESSARY, IS RETAINED AS A REMEDY OF ENFORCEMENT. PART II, LINE 9: THE CONSERVATION EASEMENTS ARE REPORTED AT ZERO VALUE IN THE ORGANIZATION'S FINANCIAL STATEMENTS AS THE TRUST CONSIDERS THE OBLIGATION TO MONITOR AND ENFORCE THE EASEMENT TERMS A LIABILITY. PART V, LINE 4: TO SUPPORT EMPLOYEE COSTS OF THE ORGANIZATION. PART X, LINE 2: THE TRUST REPORTED NO UNCERTAIN TAX POSITIONS IN ITS FINANCIAL STATEMENT FOR JUNE 30, 2023. PLC ANNUAL EVENT 28763 23780 4983 3383 28763 23780 4983 3383 3383 1600 FORM 990, PART VI, SECTION B, LINE 11B EACH BOARD MEMBER IS PROVIDED WITH A COPY OF THE FORM 990 PRIOR TO FILING AND GIVEN TIME TO REVIEW, ASK QUESTIONS, AND SUGGEST CHANGES. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND EMPLOYEES REVIEW FOR POTENTIAL CONFLICTS ANNUALLY AND REVIEW AND SIGN DISCLOSURE AND RECUSAL POLICIES. THE BOARD AND MANAGEMENT MONITOR FOR ACTUAL AND POTENTIAL CONFLICTS ON AN ONGOING BASIS AND RESOLVE ANY THAT ARE NOTED. FORM 990, PART VI, SECTION B, LINE 15 COMPARABLE DATA IS REVIEWED BY THE BOARD AND MANAGEMENT IN SETTING THE EXECUTIVE DIRECTOR AND EMPLOYEE COMPENSATION, SUBJECT TO FUNDING CONSTRAINTS. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION PROVIDES FORM 1023 AND FORM 990 UPON A WRITTEN OR IN PERSON REQUEST TO ITS OFFICE IN OKANOGAN, WASHINGTON. FORM 990, PART VI, SECTION C, LINE 19 THE TRUST PROVIDES GOVERNING DOCUMENTS, THE COI POLICY, AND FINANCIAL STATEMENTS UPON A WRITTEN OR IN PERSON REQUEST TO ITS OFFICE IN OKANOGAN, WASHINGTON. FORM 990, PART XII, LINE 2C: THE OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.