2025-10-28T18:28:15-05:00 2025-03-31 910950793 CORDELL NEHER & COMPANY PLLC PO BOX 3068 WENATCHEE WA 988073068 990 2024-04-01 911588861 METHOW CONSERVANCY METH 5099962870 P O BOX 71 WINTHROP WA 98862 SARAH BROOKS EXECUTIVE DIRECTOR 5099962870 2025-10-28 1 0 SEAN M PATTON CPA P00461275 5096631661 2025-10-28 2024 2025-03-06 01:10:19Z SARAH BROOKS P O BOX 71 WINTHROP WA 98862 1966219 0 X WWW.METHOWCONSERVANCY.ORG X 1997 WA TO INSPIRE PEOPLE TO CARE FOR AND CONSERVE THE LAND OF THE METHOW VALLEY BY WORKING WITH WILLING PRIVATE LAND OWNERS TO CREATE CONSERVATION EASEMENTS, SUSTAINING A STEWARDSHIP PROGRAM TO CARE FOR THE LAND WE PROTECT AND BY OFFERING INFORMATION AND TANGIBLE EDUCATION PROGRAMS ABOUT LIVING THOUGHTFULLY WITH THE LAND IN THE METHOW VALLEY. 14 14 11 120 0 0 7292111 1415897 9578 16928 380471 300422 27171 39322 7709331 1772569 33541 44283 0 0 724975 722649 0 0 76760 613846 768466 1372362 1535398 6336969 237171 19194192 19492043 48590 48203 19145602 19443840 X TO INSPIRE PEOPLE TO CARE FOR AND CONSERVE THE LAND OF THE METHOW VALLEY, ENSURING IT WILL REMAIN A PLACE WHERE FUTURE GENERATIONS CAN ENJOY THE RURAL CHARACTER AND NATURAL BEAUTY WE CHERISH TODAY. 0 0 783449 34692 CONTINUING CONSERVATION EASEMENT PROGRAM DEVELOPMENT AND LAND PROTECTION EFFORTS. APPROXIMATELY 6,000 PEOPLE BENEFITED AND CRITICAL WILDLIFE HABITAT, INCLUDING ENDANGERED SPECIES HABITAT PROTECTED. 144378 0 CONTINUING ENVIRONMENTAL EDUCATION OUTREACH AND EDUCATIONAL COURSES AND PROGRAMS. APPROXIMATELY 1,300 PEOPLE BENEFITED. 106898 CONTINUING DEVELOPMENT OF STEWARDSHIP PROGRAM. MONITORING AND ENFORCING ALL EASEMENTS, CONSERVATION PLANNING FOR LANDOWNERS, CONSERVATION MAPPING AND RESTORATION PROJECTS. APPROXIMATELY 5,000 PEOPLE BENEFITED. 42157 9591 SUPPORTING LOCAL FARMS AND FARMERS WITH GUIDES TO LOCAL FARMS, EDUCATIONAL RESOURCES FOR FARMERS, AND SPECIFIC PROJECTS TO ENSURE AGRICULTURE HAS A HOME IN THE METHOW VALLEY. 42157 9591 1076882 1 1 0 0 0 0 1 0 0 1 1 1 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 25 0 1 11 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 X SARAH BROOKS 5099962870 414 RIVERSIDE AVE WINTHROP WA 98862 BENJAMIN DRUMMOND PRESIDENT 1.50 X X 0 0 0 KRISTEN KIRKBY VICE-PRESIDENT 1.50 X X 0 0 0 JESSICA KELLEY TREASURER 1.50 X X 0 0 0 DAVID CLEMENT SECRETARY 1.50 X X 0 0 0 BRYAN JAFFE DIRECTOR 1.00 X 0 0 0 ASHLEY AHEARN DIRECTOR 1.00 X 0 0 0 CRAIG BOESEL DIRECTOR 1.00 X 0 0 0 TERI BEATTY DIRECTOR 1.00 X 0 0 0 TIFFANY SURFACE DIRECTOR 1.00 X 0 0 0 MARY JOHNSTON DIRECTOR 1.00 X 0 0 0 KEVIN VAN BUEREN DIRECTOR 1.00 X 0 0 0 MIKE DEVANY DIRECTOR 1.00 X 0 0 0 JENNY BROWN DIRECTOR 1.00 X 0 0 0 KATHY BUSSE DIRECTOR 1.00 X 0 0 0 DAVID SCHOOLER DIRECTOR 1.00 X 0 0 0 SARAH BROOKS EXECUTIVE DIRECTOR 40.00 X 106000 0 3180 106000 0 3180 1 0 0 0 0 12875 137046 1265976 169683 1415897 STEWARDSHIP AND EDUCAT 611710 16928 16928 16928 269787 269787 56095 1409 54686 54686 54686 207512 169683 7194 37829 -7194 30635 30635 0 12875 15364 -15364 -15364 1772569 16928 0 339744 34692 34692 9591 9591 109180 54590 27295 27295 490858 376911 77265 36682 14950 11469 2357 1124 58207 41926 10119 6162 49454 35621 8598 5235 19688 19688 28681 28681 49162 49162 103985 103985 1152 1152 22276 15288 6773 215 22315 1786 20529 64162 46137 18025 8958 8613 298 47 34252 29436 4816 70504 70504 49307 9594 39713 LAND AND CONSERVATION E 251305 251305 PROPERTY TAXES 25098 25098 DUES AND SUBSCRIPTIONS 10357 10357 BANK FEES 7048 7048 216 216 1535398 1076882 381756 76760 2566281 229911 1524299 4037931 354613 155354 25691 25691 10163 13065 1628943 234052 1474098 1394891 3488551 3919396 9750496 9715804 19194192 19492043 48590 48203 48590 48203 X 16332160 16647477 2813442 2796363 19145602 19443840 19194192 19492043 237171 61067 0 X X 0 1 X 1 0 X 5032914 3835452 5722828 7292111 1415897 23299202 5032914 3835452 5722828 7292111 1415897 23299202 1911426 21387776 71480 72106 181638 305229 325882 956335 24255537 82948 0.88180 0.82650 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 121 10489.00 0 0 1 1 1443.00 55922 3488551 402995 206249 129237 49162 3919396 2386880 755853 516190 131213 39159 3488551 2678425 38050 -168766 128031 32798 2386880 2738837 26953 73606 122405 38566 2678425 2037744 24053 828490 117329 34121 2738837 0.66964 0.33036 1 0 397500 397500 944446 107688 836758 286997 126364 160633 1394891 EQUITIES HELD IN POOLED ENDOWMENT FUNDS 2251584 F FIXED INCOME HELD IN POOLED ENDOWMENT FUNDS 1379361 F CASH HELD IN POOLED ENDOWMENT FUNDS 288451 F 3919396 LAND HOLDINGS - HELD FOR CONSERVATION PURPOSES 9715804 9715804 X 1801247 61067 61067 1740180 49162 -16773 32389 1772569 1503009 15364 15364 1487645 49162 -1409 47753 1535398 PART II, LINE 9: ONE OF THE WAYS THE ORGANIZATION ACCOMPLISHES ITS LAND CONSERVATION OBJECTIVES IS BY PURCHASING OR ACCEPTING DONATIONS OF INTERESTS IN REAL PROPERTY. THE ORGANIZATION ACCEPTS DONATIONS OR PURCHASES CONSERVATION EASEMENTS ON QUALIFYING PROPERTIES. CONSERVATION EASEMENTS ACCEPTED OR PURCHASED BY THE ORGANIZATION ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENTS OF FINANCIAL POSITION BECAUSE THE ORGANIZATION DOES NOT HAVE FEE TITLE TO THE PROPERTIES AND THERE ARE NO EXPECTED FUTURE ECONOMIC BENEFITS. IF PURCHASED, THE COSTS OF CONSERVATION EASEMENTS ARE EXPENSED WHEN THE EASEMENTS ARE ACQUIRED AND ARE RECORDED AS DIRECT LAND PROGRAM EXPENSES ON THE STATEMENTS OF ACTIVITIES AND CHANGES IN NET ASSETS. THERE WERE NO CONSERVATION EASEMENTS PURCHASED AND/OR ACCEPTED BY THE ORGANIZATION DURING THE YEAR ENDED MARCH 31, 2025. CONSERVATION EASEMENTS ARE PERPETUAL AGREEMENTS BETWEEN THE ORGANIZATION AND PRIVATE LANDOWNERS THROUGH WHICH THE LANDOWNERS AGREE TO ABIDE BY CERTAIN RESTRICTIONS DESIGNED TO PRESERVE THE OPEN SPACE OR CONSERVATION VALUE OF THEIR LAND; THESE AGREEMENTS ARE BINDING ON ALL FUTURE LANDOWNERS. THERE WERE NO CONSERVATION EASEMENTS PURCHASED OR ACCEPTED BY THE ORGANIZATION DURING THE FISCAL YEAR. THIS LEAVES THE TOTAL NUMBER OF EASEMENTS IN FAVOR OF THE ORGANIZATION AT 121, PROTECTING 10,489 ACRES OF LAND AND 31 RIVERFRONT MILES. UPON ACCEPTING A CONSERVATION EASEMENT, THE ORGANIZATION ASSUMES A PERPETUAL OBLIGATION TO MONITOR, NORMALLY ON AN ANNUAL BASIS, THE AFFECTED PROPERTY TO ENSURE THAT THE LANDOWNERS COMPLY WITH THE RESTRICTIONS OF THE EASEMENT. FURTHER, THE ORGANIZATION IS PERPETUALLY OBLIGATED TO ENFORCE PROVISIONS OF THE EASEMENTS IN THE EVENT OF A VIOLATION TO THE TERMS OF THE EASEMENT. ENFORCING AN EASEMENT VIOLATION COULD INVOLVE COSTLY LEGAL OR OTHER EXPENSES. ALTHOUGH CONSERVATION EASEMENTS ARE REAL PROPERTY RIGHTS, THEY POSSESS LITTLE OR NO MARKET VALUE DUE TO A RESALE MARKET THAT IS ESSENTIALLY LIMITED TO THE OWNER OF THE FEE TITLE OF THE RESTRICTED PROPERTY. PART V, LINE 4: THE ORGANIZATION MAINTAINS THREE ENDOWMENT FUNDS. THE STEWARDSHIP FUND TOTALING $1,427,700 AT YEAR END, IS MAINTAINED TO ASSIST WITH ANNUAL COSTS OF MONITORING CONSERVATION EASEMENTS AND RUNNING THEIR STEWARDSHIP PROGRAM, AND SERVES AS A LEGAL DEFENSE FUND SHOULD THE NEED TO ENFORCE A CONSERVATION EASEMENT ARISES. THE ORGANIZATIONAL SUSTAINABILITY FUND TOTALING $1,196,878 AT YEAR END, REPRESENTS AN ENDOWMENT FUND TO HELP SUSTAIN BASIC DAILY ADMINISTRATION COSTS AND STAFFING. THE SUNNY M FUND TOTALING $1,294,818 IS RESTRICTED FOR THE MAINTENANCE AND STEWARDSHIP OF THE SUNNY M RANCH PROPERTY. PART X, LINE 2: THE ORGANIZATION OPERATES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, THEREFORE, NO PROVISION FOR FEDERAL INCOME TAX IS PRESENTED. THE ORGANIZATION HAS ADOPTED THE PROVISIONS OF FASB ASC 740-10. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THE ORGANIZATION HAS TAKEN NO UNCERTAIN TAX POSITIONS REQUIRING ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THESE PROVISIONS. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY U.S. FEDERAL TAX AUTHORITIES FOR THE YEARS BEFORE 2021. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT RENTAL EXPENSES REPORT IN PART VIII -1,409. DIRECT FUNDRAISING EXPENSES REPORTED ON SCHEDULE G -15,364. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES REPORTED ON SCHEDULE G 15,364. PART XII, LINE 4B - OTHER ADJUSTMENTS: DIRECT RENTAL EXPENSES REPORT IN PART VIII -1,409. AUCTION 12875 12875 250 15114 12875 12875 250 15114 15364 -15364 1 METHOW HOUSING TRUST 31 W CHEWUCH RD SUITE 102 WINTHROP WA 98862 820855915 501C3 0 34692 COST BASIS LARKSPUR FLATS LAND DONATION FOR DEVELOPMENT OF AFFORDABLE HOUSING IN THE METHOW VALLEY AREA 1 1 FOOD AND PRODUCE ASSISTANCE 200 9591 BOOK APPROXIMATELY 8,000 POUNDS OF LOCALLY GROWN PRODUCE IS DISTRIBUTED WEEKLY TO LOCAL RESIDENTS WHO ARE IN NEED. X 9 169683 FMV 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED IN DEPTH BY THE MANAGEMENT STAFF. A DRAFT COPY IS THEN MADE AVAILABLE TO ALL BOARD MEMBERS AND IS REVIEWED AT A BOARD MEETING PRIOR TO BEING SIGNED BY THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION B, LINE 12C PRIOR TO ANY BOARD VOTE ON AN ISSUE, BOARD MEMBERS ARE EXPECTED TO COMPLY WITH THE PROVISIONS OF OUR CONFLICT OF INTEREST POLICY BY DISCLOSING ANY POTENTIAL CONFLICTS. THE BOARD THEN DISCUSSES THE SITUATION, THE INDIVIDUAL MAY BE RECUSED FROM DISCUSSION IF THIS IS APPROPRIATE, AND THE ACTIONS TAKEN ARE RECORDED IN THE BOARD MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR'S COMPENSATION IS REVIEWED ANNUALLY BY THE BOARD, ALONG WITH BUDGET CONSIDERATIONS AND COMPARABILITY WITH OTHER SIMILAR ORGANIZATIONS IN THE AREA. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. SCHEDULE 990, PART XII, LINE 2C, AUDIT OVERSIGHT AND SELECTION PROCESS THERE HAS BEEN NO CHANGE TO THE OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR.