2025-05-14T13:11:13-05:00 2024-06-30 351178661 BLUE & CO LLC 813 WEST SECOND STREET SEYMOUR IN 47274 990 2023-07-01 351830637 SYCAMORE LAND TRUST INCORPORATED SYCA 8123365382 PO BOX 7801 BLOOMINGTON IN 47407 JOHN LAWRENCE EXECUTIVE DIRECTOR 8123365382 2025-05-14 1 1 KANDY L WISCHMEIER CPA P00118327 8125228416 2025-05-14 2023 2025-03-06 01:10:19Z JOHN LAWRENCE PO BOX 7801 BLOOMINGTON IN 47407 4058700 0 X WWW.SYCAMORELANDTRUST.ORG X 1990 IN TO PRESERVE THE BEAUTY, HEALTH, AND DIVERSITY OF SOUTHERN INDIANA'S NATURAL LANDSCAPE THROUGH STRATEGIC LAND CONSERVATION AND ENVIRONMENTAL EDUCATION. 14 14 13 75 0 0 2998570 2653042 361000 0 167663 317113 392453 36315 3919686 3006470 0 0 0 0 639317 650059 0 0 128127 1322015 437361 1961332 1087420 1958354 1919050 23992643 26038661 12500 11170 23980143 26027491 TO PRESERVE THE BEAUTY, HEALTH, AND DIVERSITY OF SOUTHERN INDIANA'S NATURAL LANDSCAPE THROUGH STRATEGIC LAND CONSERVATION AND ENVIRONMENTAL EDUCATION. 0 0 158799 55386 LAND PROTECTION: SYCAMORE PERMANENTLY PROTECTS THE BEAUTIFUL NATURAL HERITAGE OF SOUTHERN INDIANA BY OWNING LAND AND HOLDING PERMANENT CONSERVATION EASEMENTS ON PRIVATE PROPERTIES. WE HAVE COMPLETED OVER 100 PROJECTS TO PROTECT A TOTAL OF OVER 11,000 ACRES. WE OWN, MANAGE AND RESTORE MORE THAN 6,000 ACRES OF FORESTS, WETLANDS AND GRASSLANDS, INCLUDING FORMERLY MINED OR FARMED LAND. WE HAVE BUILT AND MAINTAIN TRAILS FOR FREE PUBLIC USE AT 13 NATURE PRESERVES TO ENABLE ENVIRONMENTALLY FRIENDLY RECREATION AND EDUCATION. SYCAMORE HOLDS CONSERVATION EASEMENTS ON OVER 4,000 ACRES OF PRIVATELY OWNED PROPERTIES TO PROTECT THEIR CONSERVATION VALUES. WE HAVE ALSO INVESTED RESOURCES TO PROTECT AN ADDITIONAL 10,000 ACRES OWNED BY OTHER ORGANIZATIONS. 304621 LAND STEWARDSHIP: ON LAND THAT WE OWN, WE MANAGE FOR ECOLOGICAL HEALTH. WITH INPUT FROM EXPERTS IN ECOLOGY AND ENVIRONMENTAL SCIENCE, AND THE HELP OF VOLUNTEER LAND STEWARDS, WE PLANT TREES, ELIMINATE INVASIVE PLANTS, AND REMOVE REFUSE. WE ALSO MANAGE OUR PUBLIC NATURE PRESERVES FOR ENVIRONMENTALLY FRIENDLY PUBLIC USE BY PROVIDING TRAILS, PARKING AREAS, AND ENVIRONMENTAL SIGNAGE. ON PRIVATE PROPERTIES FOR WHICH WE HOLD CONSERVATION EASEMENTS, WE THOROUGHLY MONITOR AND REPORT ON EACH PROPERTY THROUGH REGULAR SITE VISITS TO ENSURE THAT CONSERVATION PROTECTIONS ARE ENFORCED. 136943 ENVIRONMENTAL EDUCATION: BUILDING AN UNDERSTANDING OF AND APPRECIATION FOR NATURE IS CRITICAL TO OUR MISSION OF CONSERVING LAND AND CREATING A HEALTHY ENVIRONMENT FOR CURRENT AND FUTURE GENERATIONS. IN THE PAST YEAR WE ALSO HAD OVER 5,000 PARTICIPANTS IN OUR INTERACTIVE PROGRAMS AT SCHOOLS, AT OUR PRESERVES AND OTHER PROPERTIES, AND WITH COMMUNITY GROUPS THROUGHOUT SOUTHERN INDIANA. PARTNERING WITH SCHOOLS, WE BUILD NATIVE PLANT GARDENS AND OTHER HABITATS ON SCHOOLYARDS. THOUSANDS OF PEOPLE OF ALL AGES AND ABILITIES ALSO VISIT OUR PUBLIC NATURE PRESERVES AND OTHER PROPERTIES TO HIKE, BIRDWATCH, PHOTOGRAPH, AND ENJOY THE PHYSICAL AND MENTAL BENEFITS OF BEING IN NATURE. 156244 156244 756607 1 1 0 0 0 0 1 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 19 0 1 13 1 0 0 0 0 0 1 1 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X X THE ORGANIZATION 8123365382 PO BOX 7801 BLOOMINGTON IN 47407 BILL MCCOY DIRECTOR 0.50 X 0 0 0 BRIAN BESSER DIRECTOR 0.50 X 0 0 0 GEORGE HUNTINGTON DIRECTOR 0.50 X 0 0 0 ILENE A SCHAEFFER DIRECTOR 0.50 X 0 0 0 JAN MILLS DIRECTOR 0.50 X 0 0 0 MARIA VITERISI DIRECTOR 0.50 X 0 0 0 RANDY SCOFIELD DIRECTOR 0.50 X 0 0 0 TIM DUNFEE DIRECTOR 0.50 X 0 0 0 TOM CERVONE DIRECTOR 0.50 X 0 0 0 W WILLIAM WEEKS DIRECTOR 0.50 X 0 0 0 JOHN LAWRENCE EXECUTIVE DIRECTOR 40.00 X 97850 0 14596 JUDITH STEWART BOARD CHAIR 2.00 X 0 0 0 JENNY STEPHENS BOARD VICE CHAIR 2.00 X 0 0 0 ELAINE CALDWELL EMMI SECRETARY 2.00 X 0 0 0 SUSAN YOON TREASURER 2.00 X 0 0 0 97850 0 14596 0 0 0 0 0 63400 50621 166081 2372940 512238 2653042 368528 368528 27800 0 27800 27800 27800 980744 1000 1032159 1000 -51415 0 -51415 -51415 0 50621 19071 -19071 -19071 OTHER 611710 27586 27586 27586 3006470 55386 0 298042 116281 86103 11156 19022 390870 289431 37500 63939 112695 83448 10812 18435 30213 22372 2899 4942 11912 11912 75736 75736 27812 27812 27806 21769 767 5270 6941 5140 666 1135 11388 8432 1093 1863 46282 32398 9256 4628 27994 20729 2686 4579 LAND STEWARDSHIP SUPPLY 81047 81047 EDUCATION MATERIALS 62904 62904 SUPPLIES 14341 10619 1376 2346 REPAIRS AND MAINTENANCE 12029 8907 1154 1968 31169 23308 7861 1087420 756607 202686 128127 93349 905839 1631576 1836778 16160909 470449 15326027 15690460 6044410 6645653 897281 959931 23992643 26038661 11143 10433 1357 737 12500 11170 X 4376321 6502544 19603822 19524947 23980143 26027491 23992643 26038661 1919050 295001 -166703 0 X X 0 1 X 1 0 X 1806842 1591471 2065695 2998570 2653042 11115620 67624 235000 361000 0 663624 1874466 1591471 2300695 3359570 2653042 11779244 0 148017 696585 1519997 1181303 786526 4332428 148017 696585 1519997 1181303 786526 4332428 7446816 146332 122173 384380 506962 396328 1556175 146332 122173 384380 506962 396328 1556175 9461 16800 11585 21486 27586 86918 2030259 1730444 2696660 3888018 3076956 13422337 0.55480 0.56200 0.11590 0.10980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 44 4822.22 0 0 1 1 250.00 10000 2142377 7250 725267 88894 2786000 1988626 136750 79649 62648 2142377 2172345 126250 -257821 52148 1988626 1654530 71750 460594 14529 2172345 1575111 25000 13537 14403 1599245 1.00000 1 0 14820223 55106 14875329 775950 232873 543077 403180 181382 221798 106450 56194 50256 15690460 OTHER 737 737 X 3292730 295001 295001 2997729 27812 -19071 8741 3006470 1078679 19071 19071 1059608 27812 27812 1087420 PART II, LINE 5: THE ORGANIZATION HAS A WRITTEN POLICY REGARDING THE PERIODIC MONITORING, INSPECTION, HANDLING OF VIOLATIONS, AND ENFORCEMENT OF ITS CONSERVATION EASEMENTS, WHICH MEETS LAND TRUST ALLIANCE ACCREDITATION REQUIREMENTS. THE POLICY REQUIRES THAT EVERY CONSERVATION EASEMENT IS INSPECTED AT LEAST ANNUALLY FOR COMPLIANCE, AND ANY VIOLATIONS ARE ADDRESSED IN A TIMELY MANNER. EACH CONSERVATION EASEMENT HAS STANDARD PROVISIONS TO FACILITATE INSPECTIONS, MONITORING, AND ENFORCEMENT. PART II, LINE 9: THE ORGANIZATION DOES NOT RECORD THE VALUE OF CONSERVATION EASEMENTS AS A CONTRIBUTION OR AS AN ASSET IN THE FINANCIAL STATEMENTS. THE TOTAL CONSERVATION EASEMENTS AND THE ESTIMATED VALUE IS DISCLOSED AS A FOOTNOTE IN THE AUDITED STATEMENTS OF THE LAND TRUST. BECAUSE OF SEVERE LIMITATIONS ON USE, SALE OR TRANSFER OF THESE EASEMENTS AND BECAUSE THE LIMITATIONS ARE, FOR PRACTICAL PURPOSES, INEXTINGUISHABLE, SYCAMORE CONSIDERS THEM TO BE OF ESSENTIALLY NO VALUE IN THE HANDS OF THE ORGANIZATION. THIS IS NOT A REFLECTION UPON THE VALUATION OF THE DONATION. THE DONATIONS, SUPPORTED BY INDEPENDENT APPRAISALS, REFLECT THE VALUE SURRENDERED BY THE DONOR BUT NOT NECESSARILY THE VALUE AT WHICH SYCAMORE SHOULD RECOGNIZE THE TRANSACTION. THE RECOGNITION OF CONSERVATION EASEMENTS AT NO VALUE IS IN KEEPING WITH CUSTOMARY PRACTICE BY SIMILAR ORGANIZATIONS. PART V, LINE 4: THESE FUNDS ARE HELD FOR THE SPECIFIED PURPOSE OF THE DONOR: STEWARDSHIP, LAND ACQUISITION, OPERATIONS, ENVIRONMENTAL EDUCATION. THE EARNINGS FROM THESE INVESTED FUNDS ARE USED TO FURTHER THE PURPOSES OF THAT FUND. PART X, LINE 2: THE ORGANIZATION IS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ARE EXEMPT FROM FEDERAL TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. AS SUCH, THE ORGANIZATION IS GENERALLY EXEMPT FROM INCOME TAXES. HOWEVER, THE ORGANIZATION IS REQUIRED TO FILE FEDERAL FORM 990 RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX WHICH IS AN INFORMATIONAL RETURN ONLY. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENTS PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS ANNUAL CELEBRATION 50621 50621 19071 50621 50621 19071 19071 -19071 X 3 17239 FAIR MARKET VALUE X 2 495000 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: DONATIONS OF STOCK GO THROUGH THE STOCK BROKER FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PRESENTED TO THE BOARD FOR REVIEW AND QUESTIONS. FORM 990, PART VI, SECTION B, LINE 12C AS AN AGENDA ITEM, THE BOARD OF DIRECTORS IS ASKED AT EACH MEETING TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST. SUBSEQUENTLY, POTENTIAL CONFLICTS ARE DISCUSSED BY THE BOARD AS DESCRIBED IN THE CONFLICT OF INTEREST POLICY, AND A COURSE OF ACTION IS RECOMMENDED. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE, COMPRISED OF THE BOARD CHAIR, VICE CHAIR, SECRETARY AND TREASURER, REVIEW LAND TRUST ALLIANCE COMPENSATION SURVEYS, COMPENSATION LEVELS AT OTHER INDIANA BASED LAND TRUSTS, AN INDIVIDUAL'S PERFORMANCE RESULTS, AND SALARY LEVLES IN THE BLOOMINGTON COMMUNITY TO DETERMINE THE EXECUTIVE DIRECTOR'S COMPENSATION LEVEL. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST, DURING REGULAR BUSINESS HOURS.