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Nonprofiteer
← LAND TRUST ALLIANCE INCORPORATED

Form 990 for tax year 2023

Filed by LAND TRUST ALLIANCE INCORPORATED.

Totals

Total revenue
$20,114,604
Total expenses
$21,010,163
Contributions and grants received
$17,121,891
Grants paid
$4,888,484
Program service revenue
$2,631,995
Investment income
$360,292
Other revenue
$426
Total assets, end of year
$24,729,245
Total liabilities, end of year
$9,523,047
Net assets or fund balances, end of year
$15,206,198
Program services expenses (Part IX)
$17,803,446
Management and general expenses
$1,024,330
Fundraising expenses
$2,182,387
Program service expenses (Part III)
$17,803,446

Program services were 84.7% 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

    $2,455,624

  • 1e · Government grants (contributions)

    $4,315,326

  • 1f · All other contributions, gifts and grants

    $10,350,941

  • 1g · Noncash contributions included above

    $104,669

  • 2a · Program service revenue: CONFERENCE AND WORKSHOPS

    total $1,565,636 · related or exempt $1,565,636

  • 2b · Program service revenue: FEE FOR SERVICE

    total $1,053,733 · related or exempt $1,052,433 · unrelated business $1,300

  • 2c · Program service revenue: PUBLICATION SALES

    total $12,626 · related or exempt $12,626

  • 3 · Investment income

    total $360,096 · excluded $360,096

  • 7a · Gross sales of assets other than inventory

    securities $5,172,690

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

    securities $5,172,494

  • 7c · Gain or loss

    securities $196

  • 7d · Net gain or loss

    total $196 · excluded $196

  • 11a · Other revenue: OTHER INCOME

    total $426 · excluded $426

  • 11e · Other revenue, total

    $426

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $4,888,484 · program services $4,888,484

  • 5 · Compensation of officers, directors and key employees

    total $1,685,912 · program services $1,323,509 · management and general $326,661 · fundraising $35,742

  • 7 · Other salaries and wages

    total $6,282,237 · program services $4,778,015 · management and general $261,113 · fundraising $1,243,109

  • 8 · Pension plan contributions

    total $395,591 · program services $299,055 · management and general $15,094 · fundraising $81,442

  • 9 · Other employee benefits

    total $849,412 · program services $618,085 · management and general $55,870 · fundraising $175,457

  • 10 · Payroll taxes

    total $522,198 · program services $397,762 · management and general $37,415 · fundraising $87,021

  • 11b · Fees: legal

    total $15,790 · program services $6,948 · management and general $6,298 · fundraising $2,544

  • 11c · Fees: accounting

    total $97,658 · management and general $97,658

  • 11d · Fees: lobbying

    total $121,700 · program services $121,700

  • 11e · Fees: professional fundraising services

    total $23,153 · fundraising $23,153

  • 11g · Fees: other

    total $2,755,095 · program services $2,562,208 · management and general $74,935 · fundraising $117,952

  • 12 · Advertising and promotion

    total $9,718 · program services $6,393 · fundraising $3,325

  • 13 · Office expenses

    total $657,515 · program services $503,753 · management and general $19,423 · fundraising $134,339

  • 14 · Information technology

    total $799,639 · program services $707,293 · management and general $14,787 · fundraising $77,559

  • 16 · Occupancy

    total $478,218 · program services $378,837 · management and general $15,199 · fundraising $84,182

  • 17 · Travel

    total $326,279 · program services $261,539 · management and general $7,358 · fundraising $57,382

  • 19 · Conferences, conventions and meetings

    total $831,999 · program services $720,801 · management and general $71,067 · fundraising $40,131

  • 22 · Depreciation, depletion and amortization

    total $245,244 · program services $222,765 · management and general $3,430 · fundraising $19,049

  • 23 · Insurance

    total $24,321 · program services $6,299 · management and general $18,022

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,791,245 · end of year $2,149,394

  • 2 · Savings and temporary cash investments

    beginning of year $5,395,601 · end of year $3,465,551

  • 3 · Pledges and grants receivable

    beginning of year $3,334,532 · end of year $1,509,490

  • 4 · Accounts receivable

    beginning of year $277,383 · end of year $1,176,051

  • 8 · Inventories for sale or use

    beginning of year $127 · end of year $127

  • 9 · Prepaid expenses and deferred charges

    beginning of year $381,673 · end of year $539,205

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

    $2,044,619

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

    $1,129,642

  • 10c · Land, buildings and equipment, net

    beginning of year $591,016 · end of year $914,977

  • 11 · Investments: publicly traded securities

    beginning of year $5,837,902 · end of year $10,993,550

  • 15 · Other assets

    beginning of year $2,472,067 · end of year $3,980,900

  • 17 · Accounts payable and accrued expenses

    beginning of year $605,122 · end of year $865,904

  • 18 · Grants payable

    beginning of year $862,023 · end of year $700,689

  • 19 · Deferred revenue

    beginning of year $2,708,527 · end of year $4,062,001

  • 25 · Other liabilities

    beginning of year $2,712,830 · end of year $3,894,453

  • 27 · Net assets without donor restrictions

    beginning of year $4,206,272 · end of year $4,582,504

  • 28 · Net assets with donor restrictions

    beginning of year $10,986,772 · end of year $10,623,694

Mission and programs · 2023

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 80 TRAININGS AND 45 SELF-STUDY ONLINE COURSES, AND 7 TOOLKITS ON ALL ASPECTS OF CONSERVATION WORK, INCLUDING RISK MANAGEMENT, DEI, FUNDRAISING, CLIMATE CHANGE, AND BOARD AND PROFESSIONAL DEVELOPMENT FOR MORE THAN 13,000 REGISTRANTS IN 2023. 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 WITH CLIMATE IN MIND, COMMUNITY CONSERVATION AND PUBLIC ENGAGEMENT. AT THE END OF THE YEAR, THERE WERE 462 ACCREDITED LAND TRUSTS IN 46 STATES AND TWO TERRITORIES, REPRESENTING MORE THAN 81% 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, AND LAUNCHED 3 NEW TOOLKITS DEVOTED TO INTEGRATING REMOTE MONITORING INTO A LAND TRUST'S STEWARDSHIP PROGRAM, UNDERSTANDING HEIRS' PROPERTY (A SIGNIFICANT CONTRIBUTOR TO AFRICAN AMERICAN LAND LOSS) AND GROWING LAND TRUST DEI COMPETENCIES.

    Expenses $14,399,388 · Grants $4,836,284 · Revenue $2,199,007

  • GOVERNMENT RELATION 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 $2,508,623 · Grants $52,200

  • 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 555 LAND TRUST MEMBERS OF TERRAFIRMA IN 2024 HAVE DEMONSTRATED THE WISDOM OF COLLECTIVE CONSERVATION DEFENSE ADDING LEGAL SUPPORT AND RESOURCES FOR OVER 11.5 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 38,000 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 $895,435 · Revenue $433,414

As filed on the 2023 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

  • ALAN M BELL

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    3

  • JUDITH STOCKDALE

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    3

  • WILLIAM MULLIGAN

    SECRETARY

    Total calculated
    $0
    Hours/week
    3

  • ROBERTO SERRALLES

    TREASURER

    Total calculated
    $0
    Hours/week
    3

  • LISE AANGEENBRUG

    DIRECTOR

    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

  • ASHLEY DEMOSTHENES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • BLAIR C FITZSIMONS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • CHERYL FOX

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • GIL JENKINS

    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

  • CARY F LEPTUCK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • JIM MILLSTEIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • KRIS PICKLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • STEVEN E ROSENBERG

    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

  • GALE SPEARS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • DARRELL WOOD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • ANDREW J BOWMAN

    PRESIDENT & CEO

    Total calculated
    $539,383
    From this org
    $480,154
    From related orgs
    $0
    Other
    $59,229
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $480,154
    Bonus
    $0
    Other
    $0
    Deferred
    $33,811
    Nontaxable benefits
    $25,418
    Filer's total
    $539,383

  • CHASE WARDEN

    COO AND CFO

    Total calculated
    $371,642
    From this org
    $317,098
    From related orgs
    $0
    Other
    $54,544
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $317,098
    Bonus
    $0
    Other
    $0
    Deferred
    $26,324
    Nontaxable benefits
    $28,220
    Filer's total
    $371,642

  • JENNIFER MILLER HERZOG

    CHIEF PROGRAM OFFICER

    Total calculated
    $314,811
    From this org
    $233,309
    From related orgs
    $0
    Other
    $81,502
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $233,309
    Bonus
    $0
    Other
    $0
    Deferred
    $18,500
    Nontaxable benefits
    $63,002
    Filer's total
    $314,811

  • ERIN HESKETT

    VP, CONSERVATION INITIATIVE

    Total calculated
    $247,162
    From this org
    $162,004
    From related orgs
    $0
    Other
    $85,158
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $162,004
    Bonus
    $0
    Other
    $0
    Deferred
    $13,833
    Nontaxable benefits
    $71,325
    Filer's total
    $247,162

  • RENEE KIVIKKO

    VP, EDUCATION

    Total calculated
    $212,914
    From this org
    $175,784
    From related orgs
    $0
    Other
    $37,130
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $175,784
    Bonus
    $0
    Other
    $0
    Deferred
    $14,103
    Nontaxable benefits
    $23,027
    Filer's total
    $212,914

  • ELIZABETH WARD

    CHIEF MARKETING OFFICER

    Total calculated
    $311,627
    From this org
    $230,125
    From related orgs
    $0
    Other
    $81,502
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $230,125
    Bonus
    $0
    Other
    $0
    Deferred
    $18,500
    Nontaxable benefits
    $63,002
    Filer's total
    $311,627

  • SUZANNE ERERA

    VP, DEVELOPMENT

    Total calculated
    $251,887
    From this org
    $173,642
    From related orgs
    $0
    Other
    $78,245
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $173,642
    Bonus
    $0
    Other
    $0
    Deferred
    $15,243
    Nontaxable benefits
    $63,002
    Filer's total
    $251,887

  • MONICA POVEDA

    VP, FINANCE

    Total calculated
    $247,166
    From this org
    $232,081
    From related orgs
    $0
    Other
    $15,085
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $232,081
    Bonus
    $0
    Other
    $0
    Deferred
    $15,085
    Nontaxable benefits
    $0
    Filer's total
    $247,166

  • NATHAN HODGE

    DIRECTOR, IT

    Total calculated
    $246,364
    From this org
    $165,163
    From related orgs
    $0
    Other
    $81,201
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $165,163
    Bonus
    $0
    Other
    $0
    Deferred
    $13,380
    Nontaxable benefits
    $67,821
    Filer's total
    $246,364

  • LORI FAETH

    DIRECTOR, GOVT RELATIONS

    Total calculated
    $219,829
    From this org
    $182,047
    From related orgs
    $0
    Other
    $37,782
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $182,047
    Bonus
    $0
    Other
    $0
    Deferred
    $14,755
    Nontaxable benefits
    $23,027
    Filer's total
    $219,829

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.

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
5 November 2024
IRS schema version
2023v5.1
Source object
202423119349301567

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