2026-01-20T10:53:11-06:00 2025-03-31 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2024-04-01 680245327 TRUCKEE DONNER LAND TRUST TRUC 5305824711 PO BOX 8816 TRUCKEE CA 96162 JOHN SVAHN EXECUTIVE DIRECTOR 5305824711 2026-01-16 1 0 AMANDA H WILLIAMS P01281212 9166466464 2026-01-16 2024 2025-03-06 01:10:19Z JOHN SVAHN PO BOX 8816 TRUCKEE CA 96162 23795823 0 X WWW.TDLANDTRUST.ORG X 1990 CA TO PRESERVE AND PROTECT SCENIC, HISTORIC AND RECREATIONAL LANDS WITH HIGH NATURAL RESOURCE VALUES. 13 13 26 15 0 0 3904442 8769834 665661 607402 504228 653098 629014 452376 5703345 10482710 11290 24860 0 0 1298110 1364819 0 0 295396 5869124 3258689 7178524 4648368 -1475179 5834342 85123228 91098405 1843879 2112064 83279349 88986341 TO PRESERVE AND PROTECT SCENIC, HISTORIC AND RECREATIONAL LANDS WITH HIGH NATURAL RESOURCE VALUES IN THE GREATER TRUCKEE DONNER REGION AND MANAGE RECREATIONAL ACTIVITIES ON THESE LANDS IN A SUSTAINABLE MANNER. 0 0 3596010 24860 355574 STEWARDSHIP:STEWARDSHIP HAD A BUSY YEAR WITH LARGE FORESTRY/FUELS REDUCTION PROJECTS TAKING PLACE TO REDUCE FIRE RISK ON OUR PROPERTIES. WE COMPLETED WORK ON OUR TRUCKEE SPRINGS PROJECT AND WILL BE CONVEYING THE BRIDGE, PARKING LOT, AND BIKE TRIAL TO THE TOWN OF TRUCKEE IN THE CURRENT YEAR. THERE WAS A LOT OF TRAIL MAINTENANCE AND BUILDING MAINTENANCE AT OUR WEBBER LAKE CAMPGROUND. WE ALSO DID MAINTENANCE AT OUR FROG LAKE BACK COUNTRY HUTS, INCLUDING A NEW GENERATOR. 209409 692718 LANDS:IN 2024, WE COMPLETED THE ACQUISITION OF UPPER CARPENTER VALLEY, A 691ACRE PARCEL, IN THE AMOUNT OF $4.4 MILLION. WE ARE ALSO UNDER CONTRACT TO PURCHASE POLE CREEK, WHICH IS A 61 ACRE PARCEL FOR $700K. THIS PROJECT HAS BEEN HELD UP BY TITLE ISSUES WHICH HAVE RECENTLY BEEN RESOLVED, SO WE HOPE TO MOVE FORWARD WITH CLOSING SHORTLY. WE ARE UNDER CONTRACT TO PURCHASE 110 ACRES ON JACKASS RIDGE, WHICH HAS BEEN COMPLETED IN THE CURRENT TAX YEAR. WE ARE IN THE EARLY STAGES OF PURCHASING A 7,000 ACRE PARCEL, WHICH WE HOPE TO COMPLETE IN THE NEXT COUPLE OF YEARS. 3805419 1 1 0 1 0 0 1 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 23 0 1 26 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 CA X X JOHN SVAHN 5305824711 11073 DONNER PASS RD TRUCKEE CA 96161 JENNIFER PEARSAIL KOBERT PRESIDENT 5.00 X X 0 0 0 APARNA REDDY VICE PRESIDENT 3.00 X X 0 0 0 DANIEL SIMMONS TREASURER 3.00 X X 0 0 0 JEAN SNUGGS SECRETARY 1.00 X X 0 0 0 SIDNEY SCOTT DIRECTOR 1.00 X 0 0 0 PIERRE PATKAY DIRECTOR 1.00 X 0 0 0 TED OWENS DIRECTOR 1.00 X 0 0 0 MARC RANDOLPH DIRECTOR 1.00 X 0 0 0 PACO LINDSAY DIRECTOR 1.00 X 0 0 0 BRITA TRYGGVI DIRECTOR 1.00 X 0 0 0 LINDA ORANDI DIRECTOR 1.00 X 0 0 0 LISA WALLACE DIRECTOR 1.00 X 0 0 0 BLAIR PORTEOUS DIRECTOR 1.00 X 0 0 0 JOHN SVAHN EXECUTIVE DIRECTOR 40.00 X 182519 0 24619 DEAN GOOD CHIEF FINANCIAL OFFICER 40.00 X 141054 0 25187 KEVIN STARR DIRECTOR OF STEWARDSHIP 40.00 X 108934 0 17876 DANIELLE WILLIAMS DIRECTOR OF PHILANTHROPY 40.00 X 130646 0 30606 563153 0 98288 4 0 1 0 CROSSCHECK SERVICES LLC 2674 LANNY LANE OLYMPIC VALLEY CA 96146 FORESTRY WORK 406150 HIGH SIERRA TREE COMPANY 2598 MADDALENA ROAD BECKWOURTH CA 96129 FORESTRY WORK 344400 RUPPERT INC 11168 WEST RIVER ST TRUCKEE CA 96161 RAILING INSTALLATION AND CONCREATE BASIS 146614 BENUTO TREE SERVICE 2201 FRANCISCO DR 140-847 EL DORADO HILLS CA 95762 FORESTRY WORK 118780 4 3487557 5282277 670519 8769834 CONSERVATION FEES 900099 607402 607402 607402 140240 140240 449526 0 449526 449526 438040 11486 13825971 13312571 542 513400 -542 512858 512858 MISCELLANEOUS INCOME 900099 2850 2850 2850 10482710 1048292 0 664584 X 24860 24860 337338 212217 74993 50128 834489 565508 145318 123663 19505 8748 8588 2169 80077 25605 41695 12777 93410 46861 37042 9507 8232 6688 1544 33886 33886 60713 60713 1341500 1330743 8014 2743 6683 3934 1749 1000 242865 172678 26161 44026 47385 10363 10603 26419 102385 78702 15996 7687 19940 18219 161 1560 16381 1061 6066 9254 310997 310997 197908 183757 10936 3215 DONATION OF LAND 740548 740548 MISCELLANEOUS EXPENSES 68344 3632 63464 1248 TAXES AND LICENSES 60922 60298 624 4648368 3805419 547553 295396 47126 428575 2900423 3519629 2917996 2968541 155197 100045 12047191 1071903 11587583 10975288 10161397 11035716 57353506 62070611 85123228 91098405 109752 357999 178920 190168 131227 101099 1423980 1462798 1843879 2112064 X 71460701 75839467 11818648 13146874 83279349 88986341 85123228 91098405 5834342 -127350 0 X X 0 1 X 1 0 X 17996821 19660006 2106655 3904442 8769834 52437758 17996821 19660006 2106655 3904442 8769834 52437758 6302352 46135406 172398 213275 197428 275513 151726 1010340 22650 35471 3747 140765 2850 205483 53653581 5565496 0.85990 0.85380 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2020 AMOUNT: $ 22,650. 2021 AMOUNT: $ 35,471. 2022 AMOUNT: $ 3,747. 2023 AMOUNT: $ 140,765. 2024 AMOUNT: $ 2,850. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 15000 0 0 0 15000 0 PART II-B, LINE 1: GRANTED CA COUNCIL OF LAND TRUSTS $15,000 TO SUPPORT PASSING OF PROPOSITION 4. X X X X X 21 10568.00 0 0 0 1 1 60.00 12726 1 7573166 152513 355629 171622 7909686 6156195 316548 1136173 35750 7573166 3464230 3252972 -533832 27175 6156195 1680417 1775000 8813 3464230 1453160 227257 1680417 0.50700 0.25000 0.24300 0 0 5443834 603509 4840325 376758 197858 178900 6226599 270536 5956063 10975288 LAND HOLDINGS 57492279 OTHER INTERESTS IN LAND 30000 OPERATING LEASE ASSET 101099 INTEREST IN LIFE ESTATE 4100000 CHARITABLE REMAINDER TRUST ASSETS 347233 62070611 REFUNDABLE ADVANCES 300000 USE OBLIGATION TO DONOR 1162798 1462798 X 10294647 -127350 -127350 10421997 60713 60713 10482710 4587655 0 4587655 60713 60713 4648368 PART II, LINE 5: THE LAND TRUST POLICY IS TO CULTIVATE A PROACTIVE AND POSITIVE RELATIONSHIP WITH LANDOWNERS TO AVOID EASEMENT VIOLATIONS. THIS IS DONE THROUGH INITIAL EDUCATION AND ANNUAL MONITORING AND REGULAR COMMUNICATION. DOCUMENTATION OF BASELINES, ANNUAL MONITORING, VIOLATIONS, COMMUNICATIONS, AND CORRECTIVE ACTIONS ARE ALL ESSENTIAL AND REQUIRED IN THE POLICY. IN THE EVENT OF A VIOLATION, COOPERATIVE RESOLUTION AND CORRECTION WITH THE LANDOWNER IS SOUGHT. IF THIS IS NOT POSSIBLE, MEDIATION AND/OR LITIGTAION IS UTILIZED TO THE EXTENT NECESSARY. PART II, LINE 9: CONSERVATION EASEMENTS ARE VALUED AT APPRAISED VALUE OR COST AT TIME OF ACQUISITION, DEPENDING UPON WHETHER THE EASEMENT IS PURCHASED OR DONATED. WHEN DONATED, DONATION REVENUE IS EQUAL TO THE VALUE OF THE EASEMENT IS RECOGNIZED. CONSERVATION EASEMENTS ARE EXPENSED AS LANDS DONATED TO THE PUBLIC IN THE YEAR ACQUIRED AND ARE NOT CAPITALIZED ON THE BALANCE SHEET. PART V, LINE 4: THE ENDOWMENT CONSISTS OF FOUR INDIVIDUAL FUNDS ESTABLISHED BY DONORS TO PROVIDE ANNUAL FUNDING FOR SPECIFIC ACTIVITIES AND GENERAL OPERATIONS. THE ENDOWMENT ALSO INCLUDES CERTAIN NET ASSETS WITHOUT DONOR RESTRICTIONS DESIGNATED FOR LONG-TERM FUNDS BY THE BOARD OF DIRECTORS THAT ARE MANAGED SIMILAR TO ENDOWMENTS. NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. PART X, LINE 2: THE LAND TRUST HAD APPLIED THE ACCOUNTING PRINCIPLES RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT THERE IS NO MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. 1 CALIFORNIA COUNCIL OF LAND TRUSTS 1017 L STREET 664 SACRAMENTO CA 95814 010826246 501(C)(3) 15000 0 DONATION TO HELP SUPPORT PROP 4 SIERRA NEVADA JOURNEYS 190 E LIBERTY ST RENO NV 98950 010881587 501(C)(3) 5280 0 GRANT TO SUPPORT DEI AT LOCAL SCHOOLS 2 0 PART I, LINE 2: GOVERNMENT GRANTS ARE AWARDED BY GOVERNMENTAL AGENCIES TO SUPPORT SPECIFIC PROGRAMS. NO MONITORING REPORTS ARE REQUIRED AND THE GOVERNMENT RESULTS ARE KNOWN BY THE TRUCKEE DONNER LAND TRUST. OTHER GRANTS WERE PAID FOR SCHOLARSHIPS TO SUPPORT OUTDOOR EDUCATION PROGRAMS AND TO LOBBYING ORGANIZATIONS TO SUPPORT THE PASSAGE OF FIRE PREVENTION MEASURE, PROP 4. MONITORING OF SUCH GRANTS IS NOT REQUIRED. X X X 0 0 0 0 0 0 0 0 0 JOHN SVAHN EXECUTIVE DIRECTOR 157519 0 25000 0 0 0 5476 0 19143 0 207138 0 0 0 DEAN GOOD CHIEF FINANCIAL OFFICER 129054 0 12000 0 0 0 4232 0 20955 0 166241 0 0 0 DANIELLE WILLIAMS DIRECTOR OF PHILANTHROPY 118646 0 12000 0 0 0 3919 0 26687 0 161252 0 0 0 X 15 670519 PUBLISHED RATE 0 0 1 PART I, COLUMN (B): THE NUMBER OF DONORS IS DETERMINED BY SPECIFIC IDENTIFICATION. PART I, LINE 32B: ALTHOUGH NOT UTILIZED YET, THE ORGANIZATION PARTNERED WITH CAR EASY TO HANDLE ANY CAR, BOAT OR OTHER TYPE OF PROPERTY TRANSACTION. FORM 990, PART VI, SECTION A, LINE 8B COMMITTEE REPORTS ARE SUBMITTED AND REVIEWED AT THE QUARTERLY BOD MEETINGS BUT WRITTEN DOCUMENTATION IS NOT REQUIRED. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND FINANCE COMMITTEE. AFTER THIS REVIEW AND COMMENTS, THE FINAL VERSION IS DISTRIBUTED TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR THE BOARD OF DIRECTORS ARE REQUIRED TO REVIEW THE CONFLICT OF INTEREST POLICY AND DISCLOSE ANY CONFLICTS. FOR EACH LAND DEAL, THE BOARD PRESIDENT AND EXECUTIVE DIRECTOR CONSIDER POTENTIAL CONFLICTS OF INTEREST FOR THEMSELVES OR ANY OTHER BOARD MEMBER. ADDITIONALLY, IT IS ENCUMBENT UPON EACH BOARD MEMBER TO PONDER AND DIVULGE ANY CONFLICT OF INTEREST FOR EACH DEAL. FORM 990, PART VI, SECTION B, LINE 15 A PERFORMANCE REVIEW OF THE EXECUTIVE DIRECTOR IS DONE ANNUALLY WITH A CORRESPONDING REVIEW AND APPROVAL OF ANNUAL COMPENSATION BY THE BOARD OF DIRECTORS AS PART OF THE BUDGET APPROVAL PROCESS. IN ORDER TO EVALUATE THE REASONABILITY OF COMPENSATION FOR ALL EMPLOYEES, OTHER REGIONAL LAND TRUSTS, AS WELL AS OTHER REGIONAL NONPROFITS OF SIMILAR SIZE ARE QUERIED. ALSO COMPENSATION DATA PUBLISHED BY THE LAND TRUST ALLIANCE MAY BE CONSIDERED. THIS PROCESS WAS LAST UNDERTAKEN IN 2024. BOARD MEMBERS/OFFICERS OF THE CORPORATION ARE VOLUNTEERS AND ARE NOT COMPENSATED. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, FINANCIAL INFORMATION, AND POLICIES ARE AVAILABLE UPON REQUEST TO THE ORGANIZATION'S ADMINISTRATIVE OFFICE. ADDITIONALLY, MANY DOCUMENTS ARE AVAILABLE UPON REQUEST IN PDF VIA EMAIL. ANNUAL TAX RETURN AND AUDIT IS POSTED ON TDLT WEBSITE. FORM 990, PART IX, LINE 11G APPRAISALS: PROGRAM SERVICE EXPENSES 32,356. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 32,356. ENVIRONMENTAL: PROGRAM SERVICE EXPENSES 1,137. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,137. FORESTRY: PROGRAM SERVICE EXPENSES 1,107,771. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,107,771. OTHER CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 186,564. MANAGEMENT AND GENERAL EXPENSES 8,014. FUNDRAISING EXPENSES 2,743. TOTAL EXPENSES 197,321. ENGINEERING: PROGRAM SERVICE EXPENSES 2,915. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,915. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.