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← KETA LEGACY FOUNDATION

Form 990 for tax year 2022

Filed by KETA LEGACY FOUNDATION.

Totals

Total revenue
$84,267
Total expenses
$534,788
Contributions and grants received
$34,791
Grants paid
$125,470
Program service revenue
$0
Investment income
$49,476
Other revenue
$0
Total assets, end of year
$4,854,442
Total liabilities, end of year
$5,195
Net assets or fund balances, end of year
$4,849,247
Program services expenses (Part IX)
$370,103
Management and general expenses
$158,269
Fundraising expenses
$6,416
Program service expenses (Part III)
$370,103

Program services were 69.2% 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.

  • 1a · Federated campaigns

    $93

  • 1f · All other contributions, gifts and grants

    $34,698

  • 1g · Noncash contributions included above

    $300

  • 3 · Investment income

    total $47,743 · excluded $47,743

  • 7a · Gross sales of assets other than inventory

    securities $1,200,471

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

    securities $1,198,738

  • 7c · Gain or loss

    securities $1,733

  • 7d · Net gain or loss

    total $1,733 · excluded $1,733

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $110,230 · program services $110,230

  • 3 · Grants to foreign organizations and individuals

    total $15,240 · program services $15,240

  • 7 · Other salaries and wages

    total $34,404 · program services $14,175 · management and general $13,813 · fundraising $6,416

  • 9 · Other employee benefits

    total $644 · management and general $644

  • 10 · Payroll taxes

    total $2,632 · management and general $2,632

  • 11b · Fees: legal

    total $81,513 · program services $4,615 · management and general $76,898

  • 11c · Fees: accounting

    total $10,980 · management and general $10,980

  • 11f · Fees: investment management

    total $12,501 · management and general $12,501

  • 11g · Fees: other

    total $2,135 · program services $485 · management and general $1,650

  • 12 · Advertising and promotion

    total $9,543 · management and general $9,543

  • 13 · Office expenses

    total $19,889 · management and general $19,889

  • 14 · Information technology

    total $8,595 · management and general $8,595

  • 16 · Occupancy

    total $136 · program services $50 · management and general $86

  • 19 · Conferences, conventions and meetings

    total $1,020 · management and general $1,020

  • 22 · Depreciation, depletion and amortization

    total $2,057 · program services $2,057

  • 24a · Other expenses: PRESERVE RESTORATION

    total $223,251 · program services $223,251

  • 24b · Other expenses: FOREIGN TAX

    total $18 · management and general $18

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $20,246 · end of year $32,704

  • 2 · Savings and temporary cash investments

    beginning of year $112,128 · end of year $205,661

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

    $2,866,924

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

    $2,056

  • 10c · Land, buildings and equipment, net

    beginning of year $1,939,815 · end of year $2,864,868

  • 11 · Investments: publicly traded securities

    beginning of year $3,172,874 · end of year $1,751,209

  • 17 · Accounts payable and accrued expenses

    beginning of year $300 · end of year $5,195

  • 27 · Net assets without donor restrictions

    beginning of year $4,256,792 · end of year $3,861,276

  • 28 · Net assets with donor restrictions

    beginning of year $987,971 · end of year $987,971

Mission and programs · 2022

Mission

KETA LEGACY FOUNDATION IS DEDICATED TO PASSING THE BEST POSSIBLE ENVIRONMENTAL LEGACY TO ENSUING GENERATIONS. THE FOUNDATION, WORKING THROUGH OUR VOLUNTEER BOARD, SERVES THOSE WHO ARE COMMITTED TO THE RESPONSIBLE STEWARDSHIP AND ACTIVE ENJOYMENT OF THE BEAUTY AND DIVERSITY OF OUR NATURAL RESOURCES. THE FOUNDATION PROMOTES THE LONG VIEW OF STEWARDSHIP BY BUILDING AND MAINTAINING STRONG RELATIONSHIPS WITH BOTH DONORS AND GRANTEES BASED ON MUTUAL TRUST AND OPENNESS.

Activities or mission (Part I)

TO PROMOTE ACTIONS AND FOSTER UNDERSTANDING TO INSPIRE CONSERVATION FROM THE RHODODENDRON PRESERVE TO THE SALISH SEA REGION

  • COMMUNITY GRANTS: KETA LEGACY FOUNDATION FUNDS CONSERVATION EDUCATION EFFORTS OF PARTNER ORGANIZATIONS THAT SHARE OUR MISSION AND VISION. WE OFFER SEVERAL COMPETITIVE GRANTS OVER THE YEAR. THE FOUNDATION MADE GRANTS TO PARTNER ORGANIZATIONS TO INSPIRE AND EDUCATE YOUTH AND ADULTS ABOUT OUR REGION AND ITS ECOLOGY.

    Expenses $105,197 · Grants $104,900

  • RHODODENDRON PRESERVE: THE MATURE FORESTS AND SALMON-BEARING STREAMS WITHIN THIS UNIQUE PRESERVE PROVIDE A GLIMPSE OF NATURAL HABITATS WITH MINIMAL HUMAN IMPACT. THE PRESERVE IS COMPRISED OF 466 ACRES OF LAND MANAGED FOR CONSERVATION AND LOW-IMPACT VISITOR ACCESS. THE MATURE CONIFER FORESTS AND STREAMS ARE HOME TO BEAR, BOBCAT AND SEVERAL SPECIES OF SALMON. THE FOUNDATION MAINTAINS A TRAIL TO THE OLDEST PUBLICLY ACCESSIBLE DOUGLAS FIR ON THE KITSAP PENINSULA.

    Expenses $235,100

  • EDUCATION: THE FOUNDATION OFFERS SEVERAL EDUCATION OPPORTUNITIES AT THE PRESERVE, INCLUDING PASSIVE RECREATION AS WELL AS ACTIVE EVENTS. IN 2019, THE KETA LEGACY FOUNDATION HOSTED OVER 100 ELEMENTARY, SECONDARY & POST-SECONDARY STUDENTS ON THE RHODODENDRON PRESERVE IN EDUCATIONAL AND CONSERVATION/RESTORATION ACTIVITIES. THE FOUNDATION ALSO PARTNERS WITH GIRL SCOUTS OF AMERICA IN A TREE PLANTING PROGRAM ON THE PRESERVE. KETA LEGACY FOUNDATION PLAYED HOST AND PROVIDED DOCENTS FOR THE ANNUAL SALMON TOURS EVENT AT THE RHODODENDRON PRESERVE. THIS ANNUAL EVENT PROVIDES CLOSE UP EXPERIENCES FOR THE PUBLIC TO SEE SPAWNING SALMON IN THEIR NATIVE HABITAT.

    Expenses $787 · Grants $150

  • BOARD DISCRETIONARY GRANTS

    Expenses $29,019 · Grants $20,420

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Jeff Wirtz

    PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • Nancy Neyenhouse

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • Mindy Roberts

    SECRETARY

    Total calculated
    $0
    Hours/week
    3

  • Scott Eby

    TREASURER

    Total calculated
    $0
    Hours/week
    4

  • Jesse Adams

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Linda Anderson-Carnahan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Jim Gates

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Rick Gillat

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Renee Johnson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Amy Lawrence

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Bree Marsch-Grimm

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Julie Mathews

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Katha Miller-Winder

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Amy Smalley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Theresa Turpin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Connor Upchurch

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

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

Provenance

Return type
form_990
Tax year
2022
Filed
18 September 2023
IRS schema version
2022v5.0
Source object
202332639349300838

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