2026-03-17T19:40:44-05:00 2025-06-30 942702860 JOHANSON & YAU ACCOUNTANCY CORP 42 WEST CAMPBELL AVENUE THIRD FLOOR CAMPBELL CA 95008 990 2024-07-01 770338085 SAN BENITO AGRICULTURAL LAND TRUST SANB 8315931030 PO BOX 145 SAN JUAN BAUTISTA CA 95045 MICHAEL REEVES PRESIDENT 8315931030 2026-02-28 1 1 SARA KELLEY P00957375 4082885111 2026-02-28 2024 2025-03-06 01:10:19Z MICHAEL REEVES PO BOX 145 SAN JUAN BAUTISTA CA 95045 479684 0 X WWW.SANBENITOLANDTRUST.ORG X 1993 CA THE MISSION OF THE SAN BENITO AGRICULTURAL LAND TRUST IS TO CONSERVE REGIONALLY SIGNIFICANT LANDS THAT SUSTAIN PRODUCTIVE AGRICULTURE, PRESERVE OPEN SPACE AND MAINTAIN THE RURAL CHARACTER OF THE COUNTY. 9 9 3 79 0 0 445882 298526 13988 8388 115155 140130 21220 31878 596245 478922 0 0 0 0 172085 246670 0 0 36316 308959 107719 481044 354389 115201 124533 5320413 5468904 2751650 2746106 2568763 2722798 THE MISSION OF THE SAN BENITO AGRICULTURAL LAND TRUST IS TO CONSERVE REGIONALLY SIGNIFICANT LANDS THAT SUSTAIN PRODUCTIVE AGRICULTURE, PRESERVE OPEN SPACE, AND MAINTAIN THE RURAL CHARACTER OF THE COUNTY. 0 0 170270 THE ORGANIZATION PROVIDED EDUCATION TO THE PUBLIC, IS ACTIVELY SEEKING GRANTS, EXPANDING THE DONOR BASE, AND CONTINUING PRESERVATION OF EXISTING AGRICULTURAL LANDS. 170270 1 1 0 0 0 0 1 0 0 1 1 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 0 1 1 0 0 0 0 0 0 0 1 0 0 1 3 1 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 0 0 CA X LYNN OVERTREE 8315931030 PO BOX 145 SAN JUAN BAUTISTA CA 95045 DAVE BRIGANTINO DIRECTOR 1.50 X 0 0 0 PAUL HAIN DIRECTOR 1.50 X 0 0 0 VICTOR TAFOYA DIRECTOR 1.50 X 0 0 0 LORI GRUBINSKAS DIRECTOR 1.50 X 0 0 0 GRETCHEN LESTER DIRECTOR 1.50 X 0 0 0 LYNN OVERTREE EXECUTIVE DIRECTOR 34.00 X 110243 0 0 ROBERT CONNOLLY VICE PRESIDENT 1.50 X 0 0 0 EMILY RENZEL SECRETARY 1.50 X 0 0 0 MICHAEL REEVES PRESIDENT 10.00 X 0 0 0 TINA JOLLYSCHMIDT TREASURER 1.50 X 0 0 0 110243 0 0 1 0 0 0 0 298526 16625 298526 MONITORING 541900 8388 8388 8388 140130 140130 20155 0 20155 20155 20155 12389 762 11627 11627 MISCELLANEOUS 96 96 96 478922 148614 0 31782 X 110243 110243 136427 25488 90100 20839 71360 14313 44000 13047 14304 11368 1329 1607 3641 3341 220 80 693 693 5825 180 5645 OTHER EXPENSES 6682 4513 1949 220 FACILITY AND EQUIPMENT 2711 824 1887 0 INVESTMENT EXPENSES 1980 1980 BANK FEES 523 523 354389 170270 147803 36316 2965321 2752826 23375 11582 4068 0 2257583 2772 2195168 2254811 91345 404319 41136 45366 5320413 5468904 12614 2937 2739036 2743169 2751650 2746106 X 2375401 2400913 193362 321885 2568763 2722798 5320413 5468904 X 124533 25272 4230 X 1 X 0 1 0 X 50575 118266 2268861 445882 298526 3182110 50575 118266 2268861 445882 298526 3182110 3182110 5287 11315 2407 150363 180396 349768 3531878 0.90100 0.94550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 8 6228.00 8 1 41136 4230 45366 35287 2405 3444 41136 28477 4500 2310 35287 32904 -4426 28478 26038 6866 32904 0 0 2169552 2169552 77636 77636 10395 2772 7623 2254811 DEFERRED REVENUE 2743169 2743169 478922 0 478922 0 478922 352409 0 352409 1980 1980 354389 PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES PART II, LINE 5 - SUMMARIZED POLICY ANNUALLY, IN JANUARY, SBALT SENDS A LETTER TO EACH LANDOWNER NOTIFYING THEM THAT WE WILL MONITOR THEIR PROPERTY IN SPRING AND REMINDING THEM THAT THEY MUST REPORT CERTAIN ACTIVITIES TO SBALT. A COUPLE OF WEEKS BEFORE MONITORING, WE SEND EACH LANDOWNER AN EMAIL PROPOSING THE DATE THAT WE WILL VISIT THEIR PROPERTY AND INVITING THEM TO JOIN US. ON THE DAY OF MONITORING, A TEAM OF 2-3 STAFF AND BOARD VISIT THE PROPERTY, TAKE PHOTOS, AND WRITE COMMENTS ON THE CONDITION OF THE PROPERTY. FOLLOWING THE VISIT, THE INFORMATION IS COLLATED IN SBALT'S STANDARD MONITORING REPORT FORMAT. A LETTER IS THEN SENT TO THE LANDOWNER CONFIRMING THE DATE THAT MONITORING OCCURRED AND SBALT'S ASSESSMENT OF THE EASEMENT CONDITIONS. THUS FAR, THE PROPERTIES HAVE ALWAYS BEEN IN COMPLIANCE WITH THE EASEMENT TERMS. IF NONCOMPLIANCE IS IDENTIFIED, THEN SBALT WOULD DISCUSS THE SEVERITY OF THE VIOLATION INTERNALLY, DETERMINE THE PROCEDURE FOR BRINGING THE EASEMENT INTO COMPLIANCE, AND THEN NOTIFY THE LANDOWNER OF THE VIOLATION AND THE REMEDY THAT MUST BE APPLIED. VIOLATIONS ARE RANKED AS ADMINISTRATIVE, MODERATE, OR SEVERE. PART II, LINE 9 - ORGANIZATION OF REPORTING OF CONSERVATION EASEMENTS ACQUISITIONS OF EASEMENTS BY THE ORGANIZATION FREQUENTLY OCCURS IN THE FORM OF GIFTS AND/OR PURCHASES AT FAIR MARKET VALUE. X IN-KIND 19 16625 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE MEMBERS OF THE BOARD OF DIRECTORS REVIEWS THE 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C MEETING AGENDAS INCLUDE A STATEMENT REMINDING PARTICIPANTS TO RECUSE THEMSELVES FOR ANY TOPIC THAT IS A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION IS REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE (THE FOUR BOARD OFFICERS). THE COMPENSATION REVIEW IS CONDUCTED IN JUNE IN ASSOCIATION WITH THE PERFORMANCE REVIEW. THE EXECUTIVE COMMITTEE THEN MAKES A RECOMMENDATION TO THE BOARD OF WHAT THE COMPENSATION SHOULD BE. ORGANIZATIONAL FINANCIAL CAPACITY IS A SIGNIFICANT FACTOR IN DETERMINING THE COMPENSATION RATE. FORM 990, PART VI, SECTION C, LINE 19 A PUBLIC DISCLOSURE COPY OF THE ORGANIZATION'S GOVERNING DOCUMENTS, FORM 1023, 990 OR 990-EZ ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 14,313. MANAGEMENT AND GENERAL EXPENSES 44,000. FUNDRAISING EXPENSES 13,047. TOTAL EXPENSES 71,360. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST 4,230.