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Nonprofiteer
← SAN BERNADINO MOUNTAINS LAND TRUST

Form 990 for tax year 2023

Filed by SAN BERNADINO MOUNTAINS LAND TRUST.

Totals

Total revenue
$164,664
Total expenses
$233,887
Contributions and grants received
$72,658
Grants paid
$0
Program service revenue
$0
Investment income
$65,299
Other revenue
$26,707
Total assets, end of year
$13,637,868
Total liabilities, end of year
$50,775
Net assets or fund balances, end of year
$13,587,093
Program services expenses (Part IX)
$217,747
Management and general expenses
$16,140
Fundraising expenses
$0
Program service expenses (Part III)
$217,747

Program services were 93.1% 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

    $260

  • 1f · All other contributions, gifts and grants

    $72,398

  • 3 · Investment income

    total $65,299 · excluded $65,299

  • 6a · Gross rents

    real property $25,679

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $25,679

  • 6d · Net rental income or loss

    total $25,679 · related or exempt $25,679

  • 11a · Other revenue: OTHER INCOME

    total $1,028 · related or exempt $1,028

  • 11e · Other revenue, total

    $1,028

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $70,958 · program services $70,958

  • 7 · Other salaries and wages

    total $29,705 · program services $29,705

  • 10 · Payroll taxes

    total $13,320 · program services $13,320

  • 11c · Fees: accounting

    total $1,275 · management and general $1,275

  • 11g · Fees: other

    total $100 · program services $100

  • 13 · Office expenses

    total $6,460 · program services $4,845 · management and general $1,615

  • 14 · Information technology

    total $792 · management and general $792

  • 17 · Travel

    total $2,121 · program services $1,591 · management and general $530

  • 23 · Insurance

    total $4,750 · program services $3,800 · management and general $950

  • 24a · Other expenses: STEWARDSHIP AND LAND MA

    total $65,362 · program services $65,362

  • 24b · Other expenses: MISC

    total $19,741 · program services $14,806 · management and general $4,935

  • 24c · Other expenses: PROPERTY TAXES

    total $11,834 · program services $8,876 · management and general $2,958

  • 24d · Other expenses: MEMBERSHIP AND EXHIBIT

    total $5,480 · program services $4,384 · management and general $1,096

  • 24e · All other expenses

    total $1,989 · management and general $1,989

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $38,575 · end of year $13,347

  • 2 · Savings and temporary cash investments

    beginning of year $63,183 · end of year $61,099

  • 4 · Accounts receivable

    beginning of year $253,750 · end of year $243,750

  • 8 · Inventories for sale or use

    beginning of year $2,165 · end of year $2,165

  • 10a · Land, buildings and equipment: cost or other basis

    $8,957,133

  • 10b · Land, buildings and equipment: accumulated depreciation

    $9,709

  • 10c · Land, buildings and equipment, net

    beginning of year $8,943,503 · end of year $8,947,424

  • 11 · Investments: publicly traded securities

    beginning of year $1,692,553 · end of year $1,655,549

  • 15 · Other assets

    beginning of year $2,714,534 · end of year $2,714,534

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,947 · end of year $775

  • 19 · Deferred revenue

    beginning of year $50,000 · end of year $50,000

  • 27 · Net assets without donor restrictions

    beginning of year $12,867,998 · end of year $12,851,453

  • 28 · Net assets with donor restrictions

    beginning of year $788,318 · end of year $735,640

Mission and programs · 2023

Mission

THE SAN BERNARDINO MOUNTAINS LAND TRUST IS DEDICATED TO THE ACQUISITION OF FOREST OPEN SPACE AND WILDLIFE HABITAT ON PRIVATE LANDS WITHIN THE BOUNDARIES OF THE SAN BERNARDINO NATIONAL FOREST TO HELP ENSURE LASTING PUBLIC BENEFIT TO THE NATURAL MOUNTAIN ENVIRONMENT.

Activities or mission (Part I)

ACQUIRE NATURAL LANDS FOR CONSERVATION PROTECTION IN THE SAN BERNARDINO NATIONAL FOREST PRIMARILY FOR TRANSFER OR SALE TO THE USDA FOREST SERVICE.

  • CONSERVATION STEWARDSHIP PROGRAM: THE ORGANIZATION MANAGED AND MAINTAINED SEVEN NATURAL FOREST ECOLOGICAL PRESERVES COMPRISING OVER 1100 ACRES WITH THE SAN BERNARDINO NATIONAL FOREST FOR HABITAT PROTECTION AND PUBLIC ACCESS. THESE PRIVATE PRESERVES ARE OPEN TO THE PUBLIC FOR PASSIVE RECREATIONAL ENJOYMENT, SUCH AS HIKING, BIRD WATCHING, OUTDOOR PHOTOGRAPHY AND EQUESTRIAN USE, AS WELL AS SCIENTIFIC RESEARCH AND ENVIRONMENTAL EDUCATION. THE ORGANIZATION CONTINUED TO WORK WITH THE CALIFORNIA DEPARTMENT OF FISH AND WILDLIFE TO PROTECT ENDANGERED FISH HABITAT IN THE SHAY POND AND WET MEADOWLAND AREA OF THE NATIONAL FOREST. LIKEWISE, THE ORGANIZATION CONTINUED WORKING IN PARTNERSHIP WITH THE INLAND EMPIRE RESOURCE CONSERVATION DISTRICT TO BETTER SAFEGUARD AND RESTORE RARE AND ENDANGERED PLANT SPECIES ON THE UNIQUE PEBBLE PLAIN HABITAT FOUND ONLY IN THE BIG BEAR VALLEY OF THE SAN BERNARDINO NATIONAL FOREST. THE ORGANIZATION HAS ALSO STARTED A TREE NURSERY THIS YEAR TO GROW NATIVE TREES IN THE FOREST.

    Expenses $211,215

  • PUBLIC OUTREACH, PUBLICATIONS AND WEBSITE: THE ORGANIZATION KEPT THE PUBLIC AND ITS SUPPORTERS INFORMED OF PROGRESS, EVENTS, AND ACCOMPLISHMENTS THROUGH OUR WEBSITE, EMAIL BLASTS, MAILINGS, AND NEWSLETTERS.

    Expenses $6,532

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Peter Jorris

    PRESIDENT

    Total calculated
    $0
    Hours/week
    20

  • Polly Sauer

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • Kevin Kellems

    SECRETARY

    Total calculated
    $70,958
    From this org
    $70,958
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Jeri Simpson

    TREASURER

    Total calculated
    $0
    Hours/week
    10

  • Sandy Steers

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ed Wallace

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Craig Carpenter

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Randy Buecheler

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Nick Reksten

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

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.

Grants on this return

No itemized grants to organizations on this return.

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.

  • SBMLT FOREST LAND LLC

    LAND CONSERVATION · CA

    Directly controlled by SAN BERNARDINO MOUNTAINS LAND TRUST

Provenance

Return type
form_990
Tax year
2023
Filed
22 February 2024
IRS schema version
2023v4.0
Source object
202430549349300818

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