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Nonprofiteer
← JEFFERSON LAND TR

Form 990 for tax year 2023

Filed by JEFFERSON LAND TR.

Totals

Total revenue
$9,016,657
Total expenses
$2,123,996
Contributions and grants received
$8,869,412
Grants paid
$0
Program service revenue
$105,901
Investment income
$46,562
Other revenue
-$5,218
Total assets, end of year
$20,826,788
Total liabilities, end of year
$719,084
Net assets or fund balances, end of year
$20,107,704
Program services expenses (Part IX)
$1,514,506
Management and general expenses
$302,737
Fundraising expenses
$306,753
Program service expenses (Part III)
$1,514,506

Program services were 71.3% 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.

  • 1c · Fundraising events

    $22,000

  • 1e · Government grants (contributions)

    $4,801,030

  • 1f · All other contributions, gifts and grants

    $4,046,382

  • 1g · Noncash contributions included above

    $184,433

  • 2a · Program service revenue: STEWARDSHIP AND FEE FO

    total $105,901 · related or exempt $105,901

  • 3 · Investment income

    total $44,382 · excluded $44,382

  • 7a · Gross sales of assets other than inventory

    securities $2,180

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $2,180

  • 7d · Net gain or loss

    total $2,180 · excluded $2,180

  • 8a · Fundraising events: gross income

    $31,903

  • 8a · Fundraising events: contributions included on line 1c

    $22,000

  • 8b · Fundraising events: direct expenses

    $37,121

  • 8c · Net income from fundraising events

    total -$5,218 · excluded -$5,218

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $123,213 · program services $76,406 · management and general $21,292 · fundraising $25,515

  • 7 · Other salaries and wages

    total $825,514 · program services $511,915 · management and general $142,653 · fundraising $170,946

  • 8 · Pension plan contributions

    total $21,936 · program services $13,603 · management and general $3,791 · fundraising $4,542

  • 9 · Other employee benefits

    total $80,176 · program services $49,719 · management and general $13,854 · fundraising $16,603

  • 10 · Payroll taxes

    total $77,878 · program services $48,293 · management and general $13,458 · fundraising $16,127

  • 11b · Fees: legal

    total $1,453 · program services $1,269 · management and general $141 · fundraising $43

  • 11c · Fees: accounting

    total $22,150 · program services $19,346 · management and general $2,151 · fundraising $653

  • 11g · Fees: other

    total $442,015 · program services $384,689 · management and general $44,022 · fundraising $13,304

  • 12 · Advertising and promotion

    total $14,765 · program services $8,795 · management and general $4,291 · fundraising $1,679

  • 13 · Office expenses

    total $49,171 · program services $29,903 · management and general $3,890 · fundraising $15,378

  • 14 · Information technology

    total $8,910 · program services $8,910

  • 16 · Occupancy

    total $45,849 · program services $28,432 · management and general $7,923 · fundraising $9,494

  • 17 · Travel

    total $16,421 · program services $10,580 · management and general $4,618 · fundraising $1,223

  • 22 · Depreciation, depletion and amortization

    total $5,515 · program services $2,460 · management and general $3,055

  • 23 · Insurance

    total $24,787 · program services $12,556 · management and general $8,038 · fundraising $4,193

  • 24a · Other expenses: LAND AND STEWARDSHIP EX

    total $286,823 · program services $286,823

  • 24b · Other expenses: DUES & SUBSCRIPTIONS

    total $40,447 · program services $12,594 · management and general $11,763 · fundraising $16,090

  • 24c · Other expenses: OTHER EXPENSE

    total $16,059 · program services $5,611 · management and general $10,138 · fundraising $310

  • 24d · Other expenses: BANK FEES

    total $14,914 · program services $2,602 · management and general $1,659 · fundraising $10,653

  • 24e · All other expenses

    total $6,000 · management and general $6,000

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $256,517 · end of year $195,261

  • 2 · Savings and temporary cash investments

    beginning of year $2,305,849 · end of year $3,143,879

  • 3 · Pledges and grants receivable

    beginning of year $1,534,597 · end of year $1,289,955

  • 4 · Accounts receivable

    beginning of year $37,604 · end of year $170,424

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,361 · end of year $15,839

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

    $14,713,882

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

    $66,611

  • 10c · Land, buildings and equipment, net

    beginning of year $8,001,267 · end of year $14,647,271

  • 12 · Investments: other securities

    beginning of year $1,073,808 · end of year $1,364,159

  • 15 · Other assets

    beginning of year $8,333

  • 17 · Accounts payable and accrued expenses

    beginning of year $139,222 · end of year $169,084

  • 23 · Secured mortgages and notes payable

    end of year $550,000

  • 27 · Net assets without donor restrictions

    beginning of year $8,873,399 · end of year $15,620,072

  • 28 · Net assets with donor restrictions

    beginning of year $4,206,715 · end of year $4,487,632

Mission and programs · 2023

Mission

HELPING THE COMMUNITY PRESERVE OPEN SPACE, WORKING LANDS, AND HABITAT FOREVER IN JEFFERSON COUNTY.

Activities or mission (Part I)

HELPING THE COMMUNITY PRESERVE OPEN SPACE, WORKING LANDS, AND HABITAT FOREVER.

  • JEFFERSON LAND TRUST (JLT) PRESERVES OPEN SPACE, WORKING LANDS AND HABITAT IN PERPETUITY. THIS OVERARCHING MISSION IS FULFILLED THROUGH THE ACQUISITION OF LAND AND CONSERVATION EASEMENTS, AS WELL AS COLLABORATIVE EFFORTS WITH OTHER ORGANIZATIONS. ALL OF OUR LAND ACQUISITIONS COME WITH THE OBLIGATION AND PROMISE TO STEWARD THE LAND FOREVER. STEWARDSHIP IS COMPRISED OF PERSISTENT MONITORING AND SAFEKEEPING OF ALL JLT PROPERTIES. ADDITIONALLY, IN THE EVENT THAT AN UNLAWFUL DISTURBANCE IS DISCOVERED ON A PIECE OF LAND, STEWARDSHIP DOCUMENTATION ALLOWS US TO TAKE LEGAL ACTION TO PRESERVE THE CONSERVATION VALUES. EDUCATION AND OUTREACH PROGRAMS ALLOW JLT TO SPREAD ITS MESSAGE THROUGHOUT THE COMMUNITY, AND OFFER OPPORTUNITIES FOR THE PUBLIC TO PARTICIPATE IN CONSERVATION EFFORTS.

    Expenses $1,514,506 · Revenue $105,901

As filed on the 2023 return.

Listed in Part VII

  • JENNIFER HARRISON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • BEN WILSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • BARRY MITZMAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • TOM SANFORD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • RICK YORK

    CPC CHAIR

    Total calculated
    $0
    Hours/week
    2

  • BRIAN ROGERS

    PRESIDENT

    Total calculated
    $0
    Hours/week
    15

  • SHERRY MOLLER

    2ND VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • CRAIG BRITTON

    TREASURER

    Total calculated
    $0
    Hours/week
    5

  • TIM LAWSON

    1ST VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • JANE GUILTINAN

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • JULIE LOCKHART

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • EDWARD THOMPSON JR

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • RICHARD TUCKER

    EXECUTIVE DIRECTOR

    Total calculated
    $129,712
    From this org
    $112,197
    From related orgs
    $0
    Other
    $17,515
    Hours/week
    40

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.

Provenance

Return type
form_990
Tax year
2023
Filed
27 August 2024
IRS schema version
2023v5.1
Source object
202412479349300206

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