2025-05-15T20:42:15-05:00 2024-06-30 910870697 AIKEN & SANDERS INC PS 324 S MAIN ST UNIT A MONTESANO WA 985634502 990 2023-07-01 943112454 OKANOGAN LAND TRUST OKAN 5095576306 PO BOX 325 OKANOGAN WA 98840 KAYLA MCINTYRE TREASURER 5095576306 2025-05-15 1 0 LONNIE RICH CPA P00333655 3605333370 2023 2025-03-06 01:10:19Z KAYLA MCINTYRE PO BOX 325 OKANOGAN WA 98840 1298933 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. 13 13 4 15 0 0 200517 1250035 0 0 28004 45685 1600 -224 230121 1295496 0 0 0 0 169642 156332 0 0 17226 77696 917459 247338 1073791 -17217 221705 1479602 1801952 8133 9855 1471469 1792097 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 7849 EDUCATION AND OUTREACH PROGRAMS:OKANOGAN LAND TRUST CONTINUED ITS EDUCATIONAL PROGRAMMING AND OUTREACH-RELATED PROGRAM WORK. FOR THE 8TH YEAR, WE HELD OUR OKAKNOWLEDGY EDUCATIONAL PRESENTATIONS, FEATURING SPEAKERS WITH EXPERTISE ON A VARIETY OF NATURAL AND SOCIAL HISTORY TOPICS. WE HOSTED A BIRDING WALK AND A VOLUNTEER FENCE-REMOVAL EVENT AT A LOCAL PRESERVE. WE ALSO HOSTED THE 11TH ANNUAL FIELD DAY FOR THE ODEN ROAD FIRE STUDY FOR ECOLOGY STUDENTS FROM OKANOGAN HIGH SCHOOL, RECRUITING SEVERAL NEW INSTRUCTORS AND CONTINUING THE PROCESS OF UPDATING THE STUDY CURRICULUM. FOR THE FIRST TIME, WE HELD AN OUTDOOR, HANDS-ON FIELD DAY FOR TONASKET HIGH SCHOOL STUDENTS INTERESTED IN NATURAL RESOURCE AND CONSERVATION CAREERS. INTEREST AND ATTENDANCE FOR THESE PROGRAMS REMAIN STRONG. WE HELD OUR LONG-RUNNING COMMUNITY GATHERING, THE PONDEROSA DINNER, TO THANK SUPPORTERS FOR THEIR DONATIONS. THE EVENT WAS SUCCESSFUL AND WELL-RECEIVED. 10089 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. 981881 CONSERVATION AND STEWARDSHIP:OKANOGAN LAND TRUST CONTINUED ITS WORK TO CONSERVE AND STEWARD LAND AND WATER RESOURCES. WE MADE SUBSTANIAL PROGRESS ON SEVEN CONSERVATION EASEMENT PROJECTS; FOUR ARE FUNDED IN PART BY THE WASHINGTON STATE RECREATION AND CONSERVATION OFFICE AND ONE IN PART BY THE NATIONAL RESOURCES CONSERVATION SERVICE. ONE OF THESE PROJECTS WAS COMPETED IN APRIL 2024. WE ALSO WORKED WITH THE METHOW BEAVER PROJECT ON TWO PROJECTS FUNDED BY THE WASHINGTON STATE DEPARTMENT OF ECOLOGY TO ACCOMPLISH CONSERVATION EASEMENTS AND ECOLOGICAL RESTORATION ON TWO PROPERTIES WITH SIGNIFICANT RIPARIAN HABITAT; ONE OF THESE WAS COMPLETED IN MAY 2024. IN TOTAL, THESE SIX PROJECTS REPRESENT OVER 4,000 ACRES OF AGRICULTURAL LAND, WILDLIFE HABITAT AND PRIORITY STREAMS. SEVERAL NEW CONSERVATION EASEMENT PROJECTS WERE ALSO INITIATED DURING FY 2023-24. EACH OF THE OLT'S CONSERVATION EASEMENTS WAS MONITORED BY STAFF AND BOARD MEMBERS, AND STAFF BEGAN DEVELOPMENT OF A NEW STEWARDSHIP DATABASE TO ENSURE MONITORING AND FOLLOW UP ARE CARRIED OUT IN A TIMELY AND CONSISTENT MANNER. 999819 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 4 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 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 BYRON MOORE BOARD MEMBER 3.00 X 0 0 0 JOHN MCREYNOLDS BOARD MEMBER 3.00 X 0 0 0 KATHERINE MILLER EXECUTIVE DIRECTOR 40.00 X 63395 0 1902 63395 0 1902 0 0 0 0 0 22885 535610 691540 1250035 45685 45685 3213 22885 3437 -224 -224 1295496 0 0 45461 66476 43874 16619 5983 75712 49970 18928 6814 1916 1264 479 173 12228 8070 3057 1101 6878 6222 656 3672 3672 5649 5649 193 193 6279 469 4373 1437 9342 6466 2014 862 2982 2822 32 128 6552 5344 760 448 EASEMENT ACQUISITION 831771 831771 LAND TRANSACTION COSTS 35271 35271 DUES AND SUBSCRIPTIONS 8870 8276 314 280 1073791 999819 56746 17226 48128 36012 196 196 12232 3714 2405 2393 13057 3357 9700 9700 1264441 1587349 142500 162588 1479602 1801952 6583 9855 1550 8133 9855 X 229212 234851 1242257 1557246 1471469 1792097 1479602 1801952 221705 98923 0 X X 1 X 0 1 0 X 805789 931212 633993 205500 1250035 3826529 2270 1270 3540 808059 932482 633993 205500 1250035 3830069 655194 21328 10000 357000 353906 1397428 0 655194 21328 10000 357000 353906 1397428 2432641 11527 17159 20276 26798 45685 121445 11527 17159 20276 26798 45685 121445 819586 949641 654269 232298 1295720 3951514 0.61560 0.58050 0.03070 0.03930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 33 17575.00 0 0 0 1 1 488.00 20243 631243 353906 65801 40950 8549 1001451 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 162588 F 162588 X 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, 2024. PLC ANNUAL EVENT 23785 22885 900 2007 SPRING FORWARD 2313 2313 1430 26098 22885 3213 3437 3437 -224 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.