Lummi Island Heritage Trust
- Assets
- $10.6m
- Revenue
- $1.1m
- Investments
- $0.0
- Employees
- 4
- Location
- Lummi Island, WA
- Founding
- 10/1998
- Data as of
- 12/2023
- 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 12/2023, Lummi Island Heritage Trust employed 4 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 12/2023, Lummi Island Heritage Trust generated $1.1m in total revenue. This represents relatively stable growth, over the past 9 years the organization has increased revenue by an average of 3.7% each year. All expenses for the organization totaled $715.9k during the year ending 12/2023. 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
2023
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 ISLANDS 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 (797 ACRES) AND MONITORED ITS 16 PRIVATE EASEMENTS (293 ACRES), REMOVED INVASIVE SPECIES, MAINTAINED PUBLIC TRAILS, AND UPDATED MANAGEMENT PLANS. IN 2023, THE TRUST FULLY RENOVATED ITS AISTON PRESERVE, AND PERFORMED VARIOUS RENOVATION WORKS ON THE CURRY RESERVE.
EXTERNAL EDUCATION: OUTREACH ABOUT VOLUNTARY LAND CONSERVATION TOOLS AND COMMUNITY CONSERVATION INCLUDING PUBLICATION OF NEWSLETTERS, INFORMATION BROCHURES, WEBSITES, SOCIAL MEDIA, SLIDE SHOWS, COMMUNITY EVENTS ON OUR PROPERTIES, AND MEETINGS WITH LANDOWNERS.
EASEMENTS AND ACQUISITIONS: EFFORTS TO CONSERVE LAND THROUGH PURCHASE OR DONATION OF LAND AND CONSERVATION EASEMENTS. THE TRUST CONTINUED DISCUSSIONS WITH VARIOUS LANDOWNERS WISHING TO VOLUNTARILY SELL THEIR LAND OR PROTECT THEIR PRIVATE LAND WITH CONSERVATION EASEMENTS. NO EASEMENTS WERE PURCHASED IN 2023.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Scott Josiah Chair | OfficerTrustee | 4 | $0 |
Dawn Dietrich Vice Chair | OfficerTrustee | 4 | $0 |
William Enoch Treasurer | OfficerTrustee | 4 | $0 |
Peter Earle Secretary | OfficerTrustee | 4 | $0 |
Joe Anderson Board Member | Officer | 4 | $0 |
Judith Bush Board Member | Officer | 4 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $200,762 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $555,638 |
| All other contributions, gifts, grants, and similar amounts not included above | $165,535 |
| Noncash contributions included in lines 1a–1f | $800 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $921,935 |
| Total Program Service Revenue | $75,457 |
| Investment income | $99,012 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $26,182 |
| Net Income from Fundraising Events | $7,021 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $4,384 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $1,138,695 |
| 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. | $85,927 |
| Compensation of current officers, directors, key employees. | $5,156 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $75,941 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $8,867 |
| Payroll taxes | $14,832 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $266 |
| Fees for services: Accounting | $17,047 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $17,300 |
| Fees for services: Other | $9,996 |
| Advertising and promotion | $2,444 |
| Office expenses | $16,223 |
| Information technology | $3,211 |
| Royalties | $0 |
| Occupancy | $1,837 |
| Travel | $435 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $6,166 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $3,784 |
| Insurance | $7,477 |
| All other expenses | $0 |
| Total functional expenses | $715,949 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $121,413 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $86,345 |
| 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 | $6,942,121 |
| Investments—publicly traded securities | $3,436,075 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $10,586,345 |
| Accounts payable and accrued expenses | $21,218 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| 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 | $21,218 |
| Net assets without donor restrictions | $1,254,821 |
| Net assets with donor restrictions | $9,310,306 |
| 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 | $10,586,345 |