2025-11-17T16:36:58-06:00 2024-12-31 910870697 AIKEN & SANDERS INC PS 324 S MAIN ST UNIT A MONTESANO WA 985634502 990 2024-01-01 911465078 JEFFERSON LAND TRUST JEFF 3603799501 1033 LAWRENCE STREET PORT TOWNSEND WA 98368 RICHARD TUCKER EXECUTIVE DIRECTOR 3603799501 2025-11-14 1 0 LONNIE RICH CPA P00333655 3605333370 2024 2025-03-06 01:10:19Z RICHARD TUCKER 1033 LAWRENCE STREET PORT TOWNSEND WA 98368 3089597 0 X WWW.SAVELAND.ORG X 1989 WA HELPING THE COMMUNITY PRESERVE OPEN SPACE, WORKING LANDS, AND HABITAT FOREVER. 10 10 18 14 0 0 8869412 2764284 105901 119225 46562 159293 -5218 6723 9016657 3049525 0 0 0 0 1128717 1313798 0 0 306100 995279 1259613 2123996 2573411 6892661 476114 20826788 21499738 719084 865188 20107704 20634550 HELPING THE COMMUNITY PRESERVE OPEN SPACE, WORKING LANDS, AND HABITAT FOREVER IN JEFFERSON COUNTY. 0 0 1924515 119225 JEFFERSON LAND TRUST (JLT) PRESERVES OPEN SPACE, WORKING LANDS AND HABITAT IN PERPETUITY. THIS OVERARCHING MISSION IS FULFILLED THROUGH THE ACQUISITION OF LAND AND CONSERVATION EASEMENTS, AS WELL AS COLLABORATIVE EFFORTS WITH OTHER ORGANIZATIONS. ALL OF OUR LAND ACQUISITIONS COME WITH THE OBLIGATION AND PROMISE TO STEWARD THE LAND FOREVER. STEWARDSHIP IS COMPRISED OF PERSISTENT MONITORING AND SAFEKEEPING OF ALL JLT PROPERTIES. ADDITIONALLY, IN THE EVENT THAT AN UNLAWFUL DISTURBANCE IS DISCOVERED ON A PIECE OF LAND, STEWARDSHIP DOCUMENTATION ALLOWS US TO TAKE LEGAL ACTION TO PRESERVE THE CONSERVATION VALUES. EDUCATION AND OUTREACH PROGRAMS ALLOW JLT TO SPREAD ITS MESSAGE THROUGHOUT THE COMMUNITY, AND OFFER OPPORTUNITIES FOR THE PUBLIC TO PARTICIPATE IN CONSERVATION EFFORTS. 1924515 1 1 0 1 0 0 1 0 0 1 1 1 0 0 0 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 1 0 0 0 0 1 15 0 1 18 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WA X X THE ORGANIZATION 3603799501 1033 LAWRENCE STREET PORT TOWNSEND WA 98368 JENNIFER HARRISON BOARD MEMBER 2.00 X 0 0 0 CARLEEN BRUINS BOARD MEMBER 2.00 X 0 0 0 TOM SANFORD BOARD MEMBER 2.00 X 0 0 0 RICK YORK 2ND VICE PRESIDENT 5.00 X X 0 0 0 BRIAN ROGERS SECRETARY 15.00 X X 0 0 0 SHERRY MOLLER BOARD MEMBER 2.00 X 0 0 0 JULIE LOCKHART TREASURER 5.00 X X 0 0 0 TIM LAWSON 1ST VICE PRESIDENT 5.00 X X 0 0 0 JANE GUILTINAN PRESIDENT 2.00 X X 0 0 0 EDWARD THOMPSON JR BOARD MEMBER 2.00 X 0 0 0 RICHARD TUCKER EXECUTIVE DIRECTOR 40.00 X 118057 0 12338 118057 0 12338 1 0 0 0 0 21500 847469 1895315 146000 2764284 RENTAL INCOME 531190 72430 72430 STEWARDSHIP AND FEE FO 900099 46795 46795 119225 159293 159293 46795 21500 40072 6723 6723 3049525 119225 0 166016 X 130395 90603 18754 21038 959820 669355 136899 153566 27944 19578 3943 4423 108368 72666 16825 18877 87271 59012 13318 14941 1639 1291 298 50 23125 18213 4202 710 353902 274167 68205 11530 35136 25482 3488 6166 75986 58104 4339 13543 10516 10516 56925 40035 7960 8930 26047 18581 7241 225 13329 9955 3374 57328 34820 14824 7684 CONSERVATION EASEMENT 387099 387099 LAND AND STEWARDSHIP EX 92871 92871 DUES & SUBSCRIPTIONS 59758 13997 13381 32380 OTHER EXPENSE 36359 17609 18177 573 29593 10561 7568 11464 2573411 1924515 342796 306100 195261 370249 3143879 3301427 1289955 627466 170424 74888 15839 1036 15328554 78408 14647271 15250146 1364159 1874526 20826788 21499738 169084 172778 550000 692410 719084 865188 X 15620072 17237464 4487632 3397086 20107704 20634550 20826788 21499738 476114 50732 0 X X 0 1 X 1 0 X 2177731 4145701 4836371 8990093 2811079 22960975 2177731 4145701 4836371 8990093 2811079 22960975 22960975 67228 101122 71155 46562 231723 517790 23478765 137738 0.97790 0.98840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2573411 2573411 278671 69668 0 0 227627 284843 256200 278671 1047341 1571012 56907 71211 64050 69668 261836 392754 X X X 70 4584.00 1 0 1 1 2900.00 97250 1 846092 30000 15224 891316 819968 5500 20624 846092 68074 750000 1894 819968 68071 3 68074 67477 594 68071 1.00000 0 0 15149953 15149953 76795 44261 32534 101806 34147 67659 15250146 PUBLICLY TRADED 1874526 C 1874526 X 3121752 50732 21495 72227 3049525 0 3049525 2594906 21495 21495 2573411 0 2573411 PART II, LINE 5: JEFFERSON LAND TRUST HAS SEVERAL POLICIES THAT GUIDE STAFF AND BOARD IN THE MANAGEMENT OF CONSERVATION EASEMENTS. A: FUNDING STEWARDSHIP FOR INDIVIDUAL CONSERVATION EASEMENTS CONCERNS THE ACCEPTANCE OF RESTRICTED DONATIONS FOR STEWARDSHIP AND THE REQUIRED STEWARDSHIP FUNDING FOR EACH EASEMENTS. B: BASELINE REPORTING. C: MONITORING GUIDELINES. D: EASEMENT ENFORCEMENT, DEFINE THE GUIDELINES AND REQUIREMENTS FOR MONITORING, REPORTING, AND MAINTAINING THE CONSERVATION VALUES OF THE EASEMENT AND PROCEDURES FOR DEALING WITH ENFORCEMENT ISSUES. PART II, LINE 9: THE VALUE OF DONATED CONSERVATION EASEMENTS IS REPORTED AS REVENUE IN THE YEAR RECEIVED. THE VALUE IS DETERMINED BY APPRAISAL OR BY AN ESTIMATE OF THE MARKET VALUE BASED ON AVERAGE HISTORICAL VALUE OF SIMILIAR EASEMENTS. DONATED OR PURCHASED CONSERVATION EASEMENTS ARE CLASSIFIED AS EXPENSE IN THE YEAR OF ACQUISITION LESS A NOMINAL ONE DOLLAR AMOUNT WHICH IS CARRIED ON THE BALANCE SHEET. THIS APPROACH RECOGNIZES BOTH THE PUBLIC BENEFIT OF THE CONSERVATION EASEMENT AND THE LACK OF MARKETABLE VALUE ONCE THE RIGHTS IN THE EASEMENT ARE SEVERED FROM THE LAND AND HELD BY THE LAND TRUST. PART V, LINE 4: THE JEFFERSON LAND TRUST FOREVER FUND OPERATIONS ENDOWMENT WAS ESTABLISHED TO SUPPORT THE OPERATIONS OF THE JEFFERSON LAND TRUST. PART X, LINE 2: THE ORGANIZATION REPORTED NO UNCERTAIN TAX POSITIONS IN ITS FINANCIAL STATEMENTS FOR 2024. LAND FEST 68295 21500 46795 39119 535 418 68295 21500 46795 39119 535 418 40072 6723 X 3 146000 FMV 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY A CERTIFIED PUBLIC ACCOUNTING FIRM AND REVIEWED BY THE STAFF AND FINANCE COMMITTEE MEMBERS, MANY OF WHOM ARE BOARD MEMBERS. UPON COMPLETION, IT IS DISTRIBUTED TO EACH BOARD MEMBER. THE BOARD OF DIRECTORS RECEIVE THE FINAL FORM 990 BEFORE IT IS SUBMITTED TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C OUR CONFLICT OF INTEREST POLICY REQUIRES ALL STAFF AND BOARD MEMBERS TO READ THE POLICY AND COMPLETE A QUESTIONNAIRE AND DISCLOSURE FORM. THIS IS DONE UPON JOINING THE ORGANIZATION AND THEN ANNUALLY THEREAFTER. IN ADDITION, THE POLICY REQUIRES THE DISCLOSURE OF ANY POTENTIAL CONFLICTS OF INTEREST AT THE EARLIEST POSSIBLE OPPORTUNITY. THE GOVERNANCE COMMITTEE REVIEWS ANY POTENTIAL CONFLICTS OF INTEREST AND DETERMINES WHETHER ONE EXISTS. IF A CONFLICT OF INTEREST EXISTS, THE BOARD MEMBER WILL REFRAIN FROM THE DISCUSSION AND VOTE ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 STAFF COMPENSATION IS AN ELEMENT OF THE ANNUAL BUDGET THAT IS PROPOSED AFTER REVIEW OF COMPARABLE SALARIES IN THE FIELD. THE BUDGET IS REVIEWED AND RECOMMENDED ANNUALLY BY THE FINANCE COMMITTEE AND THEN APPROVED BY THE BOARD OF DIRECTORS. IF CIRCUMSTANCES CHANGE DURING THE YEAR, THE BOARD MAY RECONSIDER STAFF COMPENSATION, OR ANY OTHER PART OF THE BUDGET. ALL COMMITTEE AND BOARD DECISIONS ARE RECORDED IN THE RESPECTIVE MINUTES. THE EXECUTIVE DIRECTOR SALARY IS REVIEWED AND COMPARED TO INDEPENDENT DATA EACH YEAR. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS INCLUDING FORM 990 ARE AVAILABLE UPON REQUEST AT OUR OFFICE AND ARE AVAILABLE ON OUR WEBSITE AT WWW.SAVELAND.ORG. FORM 990, PART IX, LINE 11G APPRAISALS: PROGRAM SERVICE EXPENSES 54,896. MANAGEMENT AND GENERAL EXPENSES 12,664. FUNDRAISING EXPENSES 2,140. TOTAL EXPENSES 69,700. SURVEYS: PROGRAM SERVICE EXPENSES 22,486. MANAGEMENT AND GENERAL EXPENSES 5,188. FUNDRAISING EXPENSES 876. TOTAL EXPENSES 28,550. OTHER: PROGRAM SERVICE EXPENSES 196,785. MANAGEMENT AND GENERAL EXPENSES 50,353. FUNDRAISING EXPENSES 8,514. TOTAL EXPENSES 255,652. FORM 990, PART XII, LINE 2C: THE OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. JLT RESOURCES LLC PO BOX 535 PORT TOWNSEND WA 98368 261237597 CONSERVATION PROPERTY WA 118521 407917 JEFFERSON LAND TRUST CHIMACUM RIDGE COMMUNITY FOREST LLC 1033 LAWRENCE STRET PORT TOWNSEND WA 98368 934228016 COMMUNITY FOREST OPERATION WA 90095 5109830 JEFFERSON LAND TRUST 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHIMACUM RIDGE COMMUNITY FOREST LLC B 254468 FMV JLT RESOURCES LLC B 0 FMV