Skip to content
Nonprofiteer
← LAND TRUST ALLIANCE INCORPORATED

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 Polemis

    CHAIR

    Total calculated
    $0
    Hours/week
    4
  • Judith Stockdale

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    3
  • Blair C Fitzsimons

    SECRETARY

    Total calculated
    $0
    Hours/week
    3
  • Roberto Serralles

    TREASURER

    Total calculated
    $0
    Hours/week
    3
  • David Calle

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3
  • Sam Cook Jr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3
  • Cheryl Fox

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3
  • Glenn Lamb

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3
  • Doug Land

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3
  • Kathy K Leavenworth

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3
  • Thomas D Saunders

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3
  • Julie R Sharpe

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3
  • Valerie Gordon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3
  • Roel Lopez

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3
  • Kristina Ortez

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3
  • Alan M Bell

    VICE CHAIR TO 03/2024

    Total calculated
    $0
    Hours/week
    3
  • Ashley Demosthenes

    DIRECTOR TO 12/2024

    Total calculated
    $0
    Hours/week
    3
  • Gil Jenkins

    DIRECTOR TO 03/2024

    Total calculated
    $0
    Hours/week
    3
  • Jim Millstein

    DIRECTOR TO 03/2024

    Total calculated
    $0
    Hours/week
    3
  • Kris Pickler

    DIRECTOR TO 04/2024

    Total calculated
    $0
    Hours/week
    3
  • Andrew 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 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 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 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 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 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 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 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 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 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

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.

The source document this was parsed from is served over the API, which is where bulk and document access live.