Lummi Island Heritage Trust
- Assets
- $11.9m
- Revenue
- $2.1m
- Investments
- $0.0
- Employees
- 3
- Location
- Lummi Island, WA
- Founding
- 10/1998
- Data as of
- 12/2021
- EIN
- 91-1785342
Organization Overview
Lummi Island Heritage Trust is located in Lummi Island, WA. The organization was established in 1998. According to its NTEE Classification (C34) the organization is classified as: Land Resources Conservation, under the broad grouping of Environment and related organizations. As of 12/2021, Lummi Island Heritage Trust employed 3 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Lummi Island Heritage Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Lummi Island Heritage Trust generated $2.1m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 14.4% each year . All expenses for the organization totaled $560.9k during the year ending 12/2021. While expenses have increased by 18.9% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO CREATE A LEGACY OF ABUNDANT OPEN SPACE, NATIVE HABITAT, AND NATURAL RESOURCES ON LUMMI ISLAND BY INSPIRING PEOPLE TO PROTECT AND CARE FOR THE ISLAND'S FARMS, FORESTS, WETLANDS, AND SHORELINES FOREVER.
Describe the Organization's Program Activity:
Part 3 - Line 4a
STEWARDSHIP: THE TRUST MANAGED AND INSPECTED ALL LAND TRUST FEE-HELD PROPERTIES (388 ACRES) AND MONITORED ITS 16 PRIVATE CONSERVATION EASEMENT PROPERTIES (707 ACRES). REMOVED INVASIVE SPECIES, MAINTAINED PUBLIC TRAILS, AND UPDATED MANAGEMENT PLANS. IN 2021, THE TRUST BEGAN PREPARING LAND AT THE CURRY PRESERVE FOR AN AFFORESTATION PROJECT. THE TRUST CONTINUED RESTORATION ACTIVITIES AT THE AISTON PRESERVE BY REMOVING DERELICT DOCKS AND PILINGS ALONG THE SHORELINE IN PREPARATION FOR NEARSHORE RESTORATION, AND SECURED GRANT FUNDING FOR THE NEXT PHASE OF THIS LARGE-SCALE RESTORATION PROJECT.
EXTERNAL EDUCATION: OUTREACH ABOUT VOLUNTARY LAND CONSERVATION TOOLS AND COMMUNITY CONSERVATION INCLUDING PUBLICATION OF NEWSLETTERS DISTRIBUTED TO OVER 2,500 HOUSEHOLDS, INFORMATIONAL BROCHURES, WEBSITES, SOCIAL MEDIA, FIELD TRIPS, SLIDE SHOWS, WORKSHOPS, COMMUNITY EVENTS ON OUR PROPERTIES, AND PRIVATE MEETINGS WITH LANDOWNERS. IN 2021, THE TRUST HELD MEETINGS AND PRESENTATIONS USING ONLINE VIRTUAL PLATFORMS DUE TO COVID 19 PANDEMIC RESTRICTIONS.
EASEMENTS AND ACQUISITIONS: EFFORTS TO CONSERVE LAND THROUGH PURCHASE OR DONATION OF LAND AND CONSERVATION EASEMENTS. THE TRUST CONTINUED PRELIMINARY DISCUSSIONS WITH VARIOUS LANDOWNERS WISHING TO VOLUNTARILY SELL THEIR LAND OR PROTECT THEIR PRIVATE LAND WITH CONSERVATION EASEMENTS. IN 2021 THE TRUST CLOSED ON A CONSERVATION EASEMENT THAT PROTECTS 7 ACRES OF MATURE FOREST AND AGRICULTURAL LAND.
OTHER PROGRAM SERVICES: TRAIN AND ORIENT BOARD, STAFF AND VOLUNTEERS TO IMPLEMENT TRUST DUTIES AND EDUCATE OUR COMMUNITY AND CONSTITUENTS. PARTICIPATION IN CONFERENCES, WORKSHOPS, ON-SITE TRAININGS, AND NATIONAL AND STATEWIDE ASSOCIATIONS. THE TRUST CONTINUES TO UPHOLD ITS ACCREDITED STATUS THROUGH THE LAND TRUST ALLIANCE ACCREDITATION COMMISSION. IN 2021, THE TRUST HELD BOARD AND STAFF MEETINGS REMOTELY USING ONLINE VIRTUAL PLATFORMS DUE TO COVID19 PANDEMIC RESTRICTIONS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Judy Bush Chair | OfficerTrustee | 4 | $0 |
Cheryl Hood Treasurer | OfficerTrustee | 4 | $0 |
Scott Josiah Vice Chair | OfficerTrustee | 4 | $0 |
Loch Trimingham Secretary | OfficerTrustee | 4 | $0 |
Dawn Dietrich Board Member | Officer | 4 | $0 |
Jonathon Hutchings Board Member | Officer | 4 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $113,062 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $1,887,519 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $2,000,581 |
| Total Program Service Revenue | $0 |
| Investment income | $100,080 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $1,924 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $3,014 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $2,105,599 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $82,400 |
| Compensation of current officers, directors, key employees. | $7,416 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $54,311 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $14,099 |
| Payroll taxes | $12,316 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $265 |
| Fees for services: Accounting | $4,250 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $48,477 |
| Advertising and promotion | $0 |
| Office expenses | $18,826 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $1,865 |
| Travel | $1,898 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $4,373 |
| Insurance | $6,957 |
| All other expenses | $2,718 |
| Total functional expenses | $560,909 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $75,232 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $556,193 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $391 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $5,736,295 |
| Investments—publicly traded securities | $5,497,863 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $11,865,974 |
| Accounts payable and accrued expenses | $2,196 |
| Grants payable | $0 |
| Deferred revenue | $551,400 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $553,596 |
| Net assets without donor restrictions | $1,478,657 |
| Net assets with donor restrictions | $9,833,721 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $11,865,974 |
Grants Recieved
Over the last fiscal year, we have identified 7 grants that Lummi Island Heritage Trust has recieved totaling $104,385.
| Awarding Organization | Amount |
|---|---|
Schwab Charitable Fund San Francisco, CA PURPOSE: ENVIRONMENTAL AND ANIMALS | $51,075 |
Network For Good Inc Washington, DC PURPOSE: UNRESTRICTED | $45,365 |
American Online Giving Foundation Inc Newark, DE PURPOSE: GENERAL SUPPORT | $5,572 |
Goodfellow Fund Seattle, WA PURPOSE: CONSERVATION AND PRESERVATION | $1,000 |
William And Martha Erickson Foundation Seattle, WA PURPOSE: GENERAL PROGRAM SUPPORT | $500 |
Casey Family Programs Seattle, WA PURPOSE: EMPLOYEE MATCHING GIFT - FOR GENERAL OPERATING SUPPORT | $500 |
Endowment Analysis
| Beg. Balance | $105,000 |
| Earnings | $47,174 |
| Net Contributions | $1,509,867 |
| Other Expense | $47,174 |
| Ending Balance | $1,869,486 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Forterra Nw Seattle, WA | $50,722,861 | $15,501,876 |
Organic Materials Review Institute Eugene, OR | $2,429,450 | $7,163,991 |
Columbia Land Trust Vancouver, WA | $128,484,045 | $26,603,330 |
Boreal Songbird Initiative Seattle, WA | $3,462,236 | $1,922,270 |
Mckenzie River Trust Eugene, OR | $16,079,126 | $5,680,639 |
Teton Regional Land Trust Driggs, ID | $10,505,047 | $4,545,192 |
San Juan Preservation Trust Friday Harbor, WA | $63,398,205 | $3,224,366 |
North Coast Land Conservancy Inc Seaside, OR | $26,448,342 | $7,279,984 |
Whidbey-Camano Land Trust Greenbank, WA | $19,824,922 | $5,155,623 |
Pcc Farmland Trust Seattle, WA | $10,680,285 | $2,998,617 |
Chelan-Douglas Land Trust Wenatchee, WA | $31,075,707 | $7,176,857 |
American Friends Of Canadian Conservation Bellingham, WA | $3,170,106 | $2,721,306 |