Form 990 for tax year 2024
Filed by LAND TRUST ALLIANCE INCORPORATED.
Totals
- Total revenue
- $22,350,355
- Total expenses
- $22,197,252
- Contributions and grants received
- $19,032,805
- Grants paid
- $5,765,732
- Program service revenue
- $2,577,252
- Investment income
- $740,298
- Other revenue
- $0
- Total assets, end of year
- $24,724,933
- Total liabilities, end of year
- $8,919,536
- Net assets or fund balances, end of year
- $15,805,397
- Program services expenses (Part IX)
- $19,004,255
- Management and general expenses
- $1,015,971
- Fundraising expenses
- $2,177,026
- Program service expenses (Part III)
- $19,004,255
Program services were 85.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1b · Membership dues
$2,643,894
-
1e · Government grants (contributions)
$6,243,556
-
1f · All other contributions, gifts and grants
$10,145,355
-
1g · Noncash contributions included above
$585,622
-
2a · Program service revenue: CONFERENCE AND WORKSHOPS
total $1,553,090 · related or exempt $1,553,090
-
2b · Program service revenue: FEE FOR SERVICE
total $1,012,417 · related or exempt $1,010,017 · unrelated business $2,400
-
2c · Program service revenue: PUBLICATION SALES
total $11,745 · related or exempt $11,745
-
3 · Investment income
total $467,808 · excluded $467,808
-
7a · Gross sales of assets other than inventory
securities $9,536,954
-
7b · Less cost or other basis and sales expenses
securities $9,264,464
-
7c · Gain or loss
securities $272,490
-
7d · Net gain or loss
total $272,490 · excluded $272,490
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $5,765,732 · program services $5,765,732
-
5 · Compensation of officers, directors and key employees
total $1,577,122 · program services $1,292,898 · management and general $220,727 · fundraising $63,497
-
7 · Other salaries and wages
total $7,063,005 · program services $5,571,516 · management and general $202,080 · fundraising $1,289,409
-
8 · Pension plan contributions
total $469,156 · program services $371,367 · management and general $10,321 · fundraising $87,468
-
9 · Other employee benefits
total $1,196,866 · program services $777,608 · management and general $233,918 · fundraising $185,340
-
10 · Payroll taxes
total $579,070 · program services $458,532 · management and general $27,467 · fundraising $93,071
-
11b · Fees: legal
total $46,420 · program services $20,280 · management and general $24,201 · fundraising $1,939
-
11c · Fees: accounting
total $87,875 · program services $16,093 · management and general $69,309 · fundraising $2,473
-
11d · Fees: lobbying
total $110,950 · program services $110,950
-
11e · Fees: professional fundraising services
total $9,602 · fundraising $9,602
-
11g · Fees: other
total $1,834,730 · program services $1,685,457 · management and general $59,730 · fundraising $89,543
-
12 · Advertising and promotion
total $274 · program services $249 · fundraising $25
-
13 · Office expenses
total $606,225 · program services $475,293 · management and general $16,899 · fundraising $114,033
-
14 · Information technology
total $860,664 · program services $789,459 · management and general $16,187 · fundraising $55,018
-
16 · Occupancy
total $366,307 · program services $301,695 · management and general $14,537 · fundraising $50,075
-
17 · Travel
total $396,537 · program services $333,106 · management and general $7,819 · fundraising $55,612
-
19 · Conferences, conventions and meetings
total $819,630 · program services $713,545 · management and general $63,673 · fundraising $42,412
-
22 · Depreciation, depletion and amortization
total $363,685 · program services $315,400 · management and general $10,864 · fundraising $37,421
-
23 · Insurance
total $43,402 · program services $5,075 · management and general $38,239 · fundraising $88
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,149,394 · end of year $2,920,553
-
2 · Savings and temporary cash investments
beginning of year $3,465,551 · end of year $2,738,192
-
3 · Pledges and grants receivable
beginning of year $1,509,490 · end of year $4,407,699
-
4 · Accounts receivable
beginning of year $1,176,051 · end of year $128,425
-
7 · Other notes and loans receivable
beginning of year $0 · end of year $510,000
-
8 · Inventories for sale or use
beginning of year $127 · end of year $2,117
-
9 · Prepaid expenses and deferred charges
beginning of year $539,205 · end of year $548,858
-
10a · Land, buildings and equipment: cost or other basis
$2,915,896
-
10b · Land, buildings and equipment: accumulated depreciation
$1,493,328
-
10c · Land, buildings and equipment, net
beginning of year $914,977 · end of year $1,422,568
-
11 · Investments: publicly traded securities
beginning of year $10,993,550 · end of year $8,179,871
-
15 · Other assets
beginning of year $3,980,900 · end of year $3,866,650
-
17 · Accounts payable and accrued expenses
beginning of year $865,904 · end of year $713,857
-
18 · Grants payable
beginning of year $700,689 · end of year $826,116
-
19 · Deferred revenue
beginning of year $4,062,001 · end of year $3,406,032
-
25 · Other liabilities
beginning of year $3,894,453 · end of year $3,973,531
-
27 · Net assets without donor restrictions
beginning of year $4,582,504 · end of year $3,855,822
-
28 · Net assets with donor restrictions
beginning of year $10,623,694 · end of year $11,949,575
Mission and programs · 2024
Mission
SEE SCHEDULE O
Activities or mission (Part I)
TO SAVE THE PLACES PEOPLE LOVE BY STRENGTHENING LAND CONSERVATION ACROSS AMERICA.
-
EDUCATION AND CAPACITY BUILDING: THE ALLIANCE CONTINUES TO STRENGTHEN, EMPOWER AND MAGNIFY THE IMPACT OF ITS MORE THAN 1,000-MEMBER LAND TRUSTS AND AFFILIATES. THE ALLIANCE PROVIDES LAND TRUSTS WITH THE TOOLS THEY NEED TO GROW IN STRENGTH AND IMPACT. THROUGH OUR NATIONAL LAND CONSERVATION CONFERENCE, REGIONAL CONFERENCES, WEBINARS AND ONLINE RESOURCE CENTER, WE PROVIDED 77 TRAININGS, 47 SELF-STUDY ONLINE COURSES AND 7 TOOLKITS ON ALL ASPECTS OF CONSERVATION WORK, INCLUDING RISK MANAGEMENT, FUNDRAISING, AND BOARD AND PROFESSIONAL DEVELOPMENT FOR MORE THAN 13,500 REGISTRANTS IN 2024. OUR TRANSFORMATIVE LEADERSHIP TRAINING AND LAND TRUST EXCELLENCE PROGRAMS CONTINUED TO INVEST IN HIGH-POTENTIAL LEADERS AND ORGANIZATIONS WITH AN ADDED EMPHASIS ON STRATEGIC COMMUNICATIONS, CONSERVATION PLANNING AND PUBLIC ENGAGEMENT. AT THE END OF THE YEAR, THERE WERE 470 ACCREDITED LAND TRUSTS IN 46 STATES AND TWO TERRITORIES, REPRESENTING MORE THAN 84% OF THE ACRES OF FARMLAND, FORESTS, WILDLIFE HABITAT AND IMPORTANT WATER SUPPLIES STEWARDED BY LAND TRUSTS ACROSS THE COUNTRY. WE UPDATED GUIDANCE FOR IMPLEMENTING THE 2017 EDITION OF LAND TRUST STANDARDS AND PRACTICES, THE ETHICAL AND TECHNICAL GUIDELINES FOR OPERATING A LAND TRUST. WE LAUNCHED A NEW RESOURCE, THE ECOSYSTEM SERVICES VALUATION TOOL, TO HELP LAND TRUSTS ESTIMATE THE VALUE OF BENEFITS GENERATED BY THE ECOSYSTEMS THEY STEWARD. SINCE ITS LAUNCH IN MAY, THE TOOL HAS BECOME ONE OF THE MOST VISITED RESOURCES OF THE YEAR.
Expenses $15,618,281 · Grants $5,683,867 · Revenue $2,121,236
-
GOVERNMENT RELATIONS AND OUTREACH: THE ALLIANCE FURTHERS THE INTERESTS OF LAND TRUSTS ACROSS AMERICA BY ADVOCATING FOR SOUND POLICIES AND RESOURCES THAT ADVANCE LAND CONSERVATION. THE ALLIANCE LEVERAGED ITS NETWORK OF OVER 300 ADVOCACY AMBASSADORS TO SECURE PASSAGE OF THE CHARITABLE CONSERVATION EASEMENT PROGRAM INTEGRITY ACT TO HALT THE ABUSE OF CONSERVATION DONATIONS WHICH THREATENED THE ENHANCED CONSERVATION EASEMENT TAX INCENTIVE. THROUGH OUR AMBASSADOR PROGRAM MANAGER, WE TRAIN AND ENGAGE LAND TRUST STAFF AND BOARD MEMBERS IN ACTIVELY PARTICIPATING IN THE POLICY PROCESS. AMBASSADORS TOOK CENTER STAGE AT OUR ADVOCACY DAYS, A SPRING EVENT THAT PROVIDES LAND TRUST LEADERS WITH HANDS-ON TRAINING AS WELL AS TIME WITH KEY LEGISLATORS TO DISCUSS ISSUES IMPORTANT TO THE LAND TRUST COMMUNITY. THE ALLIANCE SERVES AS THE PRIMARY POINT OF CONTACT FOR LAND TRUSTS TO UNDERSTAND THE FARM BILL AGRICULTURAL CONSERVATION EASEMENT PROGRAM HELPING THEM TO WORK WITH LANDOWNERS TO PROTECT FARMS AND RANCHES. IN ADDITION, WE EDUCATE LAND TRUSTS ON FEDERAL CONSERVATION PROGRAMS TO ENSURE THEY HAVE INFORMATION ABOUT LAND CONSERVATION TOOLS.
Expenses $2,471,711 · Grants $81,865
-
CONSERVATION PERMANENCE: THE LAND TRUST ALLIANCE CONTINUES TO LEAD THE LAND TRUST COMMUNITY IN ITS MISSION TO PROVIDE LASTING LAND CONSERVATION. THE ALLIANCE SUPPORTS LAND TRUST SUCCESS BY INCREASING THEIR EXPERTISE, DILIGENCE AND RESILIENCE. THROUGH ITS CONSERVATION DEFENSE INITIATIVE, LAND TRUSTS ARE MORE PREPARED THAN EVER TO OVERCOME LEGAL AND PRACTICAL CHALLENGES. THE ALLIANCE ALSO WORKS TO SHAPE THE PRACTICE AND THE BODY OF CONSERVATION LAW, ADVANCING THE LEGAL POSITION THAT CONSERVATION EASEMENTS MUST BE UPHELD CAREFULLY AND OWNED LAND DILIGENTLY PROTECTED, THAT CONSERVED LANDS BENEFIT THE PUBLIC AND DESERVE TO BE TAX-EXEMPT, AND THAT THE JUDGMENT OF LAND TRUSTS THEREFORE IS WORTHY OF REGULATORY AND JUDICIAL DEFERENCE. THE 562 LAND TRUST MEMBERS OF TERRAFIRMA IN 2025 HAVE DEMONSTRATED THE WISDOM OF COLLECTIVE CONSERVATION DEFENSE ADDING LEGAL SUPPORT AND RESOURCES FOR OVER 12.2 MILLION ACRES OF CONSERVED LAND. TERRAFIRMA RISK RETENTION GROUP LLC, THE CHARITABLE RISK POOL LAUNCHED BY THE ALLIANCE IN 2011 AND OWNED THE INSURED BY LAND TRUSTS, COVERED OVER 41,000 CONSERVATION PROPERTIES. WITH OVER 80 PERCENT OF THE LAND OWNED OR CONSERVED BY LAND TRUSTS SAFELY INSURED WITH TERRAFIRMA, OR HELD BY ORGANIZATIONS CAPABLE OF SELF- INSURANCE, THE LAND TRUST COMMUNITY HAS JUSTIFIABLY EARNED A REPUTATION FOR EXPERTLY SERVING THE PUBLIC INTEREST.
Expenses $914,263 · Revenue $456,016
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Michael A PolemisMICHAEL A POLEMIS
CHAIR
- Total calculated
- $0
- Hours/week
- 4
-
Judith StockdaleJUDITH STOCKDALE
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 3
-
Blair C FitzsimonsBLAIR C FITZSIMONS
SECRETARY
- Total calculated
- $0
- Hours/week
- 3
-
Roberto SerrallesROBERTO SERRALLES
TREASURER
- Total calculated
- $0
- Hours/week
- 3
-
David CalleDAVID CALLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Sam Cook JrSAM COOK JR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Cheryl FoxCHERYL FOX
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Glenn LambGLENN LAMB
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Doug LandDOUG LAND
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Kathy K LeavenworthKATHY K LEAVENWORTH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Thomas D SaundersTHOMAS D SAUNDERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Julie R SharpeJULIE R SHARPE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Valerie GordonVALERIE GORDON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Roel LopezROEL LOPEZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Kristina OrtezKRISTINA ORTEZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Alan M BellALAN M BELL
VICE CHAIR TO 03/2024
- Total calculated
- $0
- Hours/week
- 3
-
Ashley DemosthenesASHLEY DEMOSTHENES
DIRECTOR TO 12/2024
- Total calculated
- $0
- Hours/week
- 3
-
Gil JenkinsGIL JENKINS
DIRECTOR TO 03/2024
- Total calculated
- $0
- Hours/week
- 3
-
Jim MillsteinJIM MILLSTEIN
DIRECTOR TO 03/2024
- Total calculated
- $0
- Hours/week
- 3
-
Kris PicklerKRIS PICKLER
DIRECTOR TO 04/2024
- Total calculated
- $0
- Hours/week
- 3
-
Andrew J BowmanANDREW J BOWMAN
PRESIDENT & CEO TO 07/2024
- Total calculated
- $355,369
- From this org
- $310,742
- From related orgs
- $0
- Other
- $44,627
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $310,742
- Bonus
- $0
- Other
- $0
- Deferred
- $28,600
- Nontaxable benefits
- $16,027
- Filer's total
- $355,369
-
Chase WardenCHASE WARDEN
COO AND CFO
- Total calculated
- $366,605
- From this org
- $338,290
- From related orgs
- $0
- Other
- $28,315
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $338,290
- Bonus
- $0
- Other
- $0
- Deferred
- $26,400
- Nontaxable benefits
- $1,915
- Filer's total
- $366,605
-
Jennifer Miller HerzogJENNIFER MILLER HERZOG
INTERIM CEO, CHIEF PROGRAM OFFICER
- Total calculated
- $371,786
- From this org
- $289,018
- From related orgs
- $0
- Other
- $82,768
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $289,018
- Bonus
- $0
- Other
- $0
- Deferred
- $18,500
- Nontaxable benefits
- $64,268
- Filer's total
- $371,786
-
Erin HeskettERIN HESKETT
VP, CONSERVATION INITIATIVE
- Total calculated
- $260,620
- From this org
- $168,522
- From related orgs
- $0
- Other
- $92,098
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $168,522
- Bonus
- $0
- Other
- $0
- Deferred
- $14,410
- Nontaxable benefits
- $77,688
- Filer's total
- $260,620
-
Renee KivikkoRENEE KIVIKKO
VP, EDUCATION
- Total calculated
- $222,741
- From this org
- $182,631
- From related orgs
- $0
- Other
- $40,110
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $182,631
- Bonus
- $0
- Other
- $0
- Deferred
- $14,691
- Nontaxable benefits
- $25,419
- Filer's total
- $222,741
-
Elizabeth WardELIZABETH WARD
CHIEF MARKETING OFFICER
- Total calculated
- $331,695
- From this org
- $239,963
- From related orgs
- $0
- Other
- $91,732
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $239,963
- Bonus
- $0
- Other
- $0
- Deferred
- $18,500
- Nontaxable benefits
- $73,232
- Filer's total
- $331,695
-
Suzanne EreraSUZANNE ERERA
VP, DEVELOPMENT
- Total calculated
- $291,104
- From this org
- $203,714
- From related orgs
- $0
- Other
- $87,390
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $203,714
- Bonus
- $0
- Other
- $0
- Deferred
- $17,824
- Nontaxable benefits
- $69,566
- Filer's total
- $291,104
-
Monica PovedaMONICA POVEDA
VP, FINANCE
- Total calculated
- $262,908
- From this org
- $245,310
- From related orgs
- $0
- Other
- $17,598
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $245,310
- Bonus
- $0
- Other
- $0
- Deferred
- $15,945
- Nontaxable benefits
- $1,653
- Filer's total
- $262,908
-
Nathan HodgeNATHAN HODGE
DIRECTOR, IT
- Total calculated
- $262,188
- From this org
- $171,813
- From related orgs
- $0
- Other
- $90,375
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $171,813
- Bonus
- $0
- Other
- $0
- Deferred
- $14,839
- Nontaxable benefits
- $75,536
- Filer's total
- $262,188
-
Camila Lorca JimenezCAMILA LORCA JIMENEZ
CONTROLLER
- Total calculated
- $232,827
- From this org
- $151,115
- From related orgs
- $0
- Other
- $81,712
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $151,115
- Bonus
- $0
- Other
- $0
- Deferred
- $10,481
- Nontaxable benefits
- $71,231
- Filer's total
- $232,827
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Compensation survey or study
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$377,600
CAPACITY BUILDING
-
$350,000
CAPACITY BUILDING
-
$332,007
CAPACITY BUILDING
-
LAND TRUST ACCREDITATION COMMISSION
$245,200
CAPACITY BUILDING
-
$162,000
CAPACITY BUILDING
-
$139,000
CAPACITY BUILDING
-
$123,593
CAPACITY BUILDING
-
$119,333
CAPACITY BUILDING
-
THOUSAND ISLANDS LAND TRUST INC
$110,529
CAPACITY BUILDING
-
$106,248
CAPACITY BUILDING
The 10 largest by cash amount. The API serves every itemized grant.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
LAND TRUST ACCREDITATION COMMISSION
501(C)(3) · ACCREDITATION · DC · controlled entity
Directly controlled by LAND TRUST ALLIANCE INC
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
ALLIANCE RISK MANAGEMENT SERVICES LLC
RISK MANAGEMENT · VT · income $456,017 · assets $898,505
Directly controlled by LAND TRUST ALLIANCE INC
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 14 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202533189349307743
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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