LAND TRUST ALLIANCE INC

EIN: 042751357 501(c)(3) Environment

WASHINGTON, DC

Total Revenue
$20,114,604
Total Expenses
$21,010,163
Total Assets
$24,729,245
Net Assets
$15,206,198
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1982
Legal Domicile
MA
Principal Officer
ANDREW BOWMAN
Phone
2028002235
Tax Period
2023-01-01 to 2023-12-31

LAND TRUST ALLIANCE INC, founded in 1982, is a mid-sized nonprofit in the Environment sector that reported $20.1M in total revenue in fiscal year 2023. Revenue surged 26% from the prior year, signaling strong growth momentum.

Mission

THE LAND TRUST ALLIANCE UNITES AND CHAMPIONS ORGANIZATIONS IN LOCAL COMMUNITIES WORKING TO SAVE NATURAL AREAS. BECAUSE OF OUR INNOVATIVE WORK MORE LANDOWNERS CHOOSE TO PROTECT THEIR LAND, CONSERVATION LEADERS ARE MORE EFFECTIVE AT SAVING LAND, STRONG NONPROFITS AND LEGAL SYSTEMS ARE MAINTAINED TO PROTECT LAND IN PERPETUITY, AND THE PUBLIC COMMITMENT TO CONSERVATION IS DEEPENED.

Program Service Accomplishments

Program 1
Expenses: $14,399,388 Revenue: $2,199,007

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...

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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.

Program 2
Expenses: $2,508,623

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...

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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.

Program 3
Expenses: $895,435 Revenue: $433,414

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...

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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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $17,121,891
Program Service Revenue $2,631,995
Investment Income $360,292
Other Revenue $426
TOTAL REVENUE $20,114,604

Expense Breakdown

Grants Paid $4,888,484
Salaries & Benefits $9,735,350
Fundraising Expenses $2,182,387
Program Expenses $17,803,446
Other Expenses $6,363,176
TOTAL EXPENSES $21,010,163

Year-over-Year Comparison

2023 2022 Change
Revenue $20,114,604 $15,961,678 +0.3%
Expenses $21,010,163 $18,747,329 +0.1%
Net Income $-895,559 $-2,785,651 -0.7%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
23
Independent Members
23
Employees
86
Volunteers
23

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
7
$911,025
Total Directors
23
$0
Key Employees
3
$774,887
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MICHAEL A POLEMIS CHAIR 4.00
Officer Director
$0 $0 $0
ALAN M BELL VICE CHAIR 3.00
Officer Director
$0 $0 $0
JUDITH STOCKDALE VICE CHAIR 3.00
Officer Director
$0 $0 $0
WILLIAM MULLIGAN SECRETARY 3.00
Officer Director
$0 $0 $0
ROBERTO SERRALLES TREASURER 3.00
Officer Director
$0 $0 $0
LISE AANGEENBRUG DIRECTOR 3.00
Director
$0 $0 $0
DAVID CALLE DIRECTOR 3.00
Director
$0 $0 $0
SAM COOK JR DIRECTOR 3.00
Director
$0 $0 $0
ASHLEY DEMOSTHENES DIRECTOR 3.00
Director
$0 $0 $0
BLAIR C FITZSIMONS DIRECTOR 3.00
Director
$0 $0 $0
CHERYL FOX DIRECTOR 3.00
Director
$0 $0 $0
GIL JENKINS DIRECTOR 3.00
Director
$0 $0 $0
GLENN LAMB DIRECTOR 3.00
Director
$0 $0 $0
DOUG LAND DIRECTOR 3.00
Director
$0 $0 $0
KATHY K LEAVENWORTH DIRECTOR 3.00
Director
$0 $0 $0
CARY F LEPTUCK DIRECTOR 3.00
Director
$0 $0 $0
JIM MILLSTEIN DIRECTOR 3.00
Director
$0 $0 $0
KRIS PICKLER DIRECTOR 3.00
Director
$0 $0 $0
STEVEN E ROSENBERG DIRECTOR 3.00
Director
$0 $0 $0
THOMAS D SAUNDERS DIRECTOR 3.00
Director
$0 $0 $0
JULIE R SHARPE DIRECTOR 3.00
Director
$0 $0 $0
GALE SPEARS DIRECTOR 3.00
Director
$0 $0 $0
DARRELL WOOD DIRECTOR 3.00
Director
$0 $0 $0
ANDREW J BOWMAN PRESIDENT & CEO 40.00
Officer
$480,154 $59,229 $539,383
CHASE WARDEN COO AND CFO 40.00
Officer
$317,098 $54,544 $371,642
JENNIFER MILLER HERZOG CHIEF PROGRAM OFFICER 40.00
Key Emp
$233,309 $81,502 $314,811
ERIN HESKETT VP, CONSERVATION INITIATIVE 40.00
Key Emp
$162,004 $85,158 $247,162
RENEE KIVIKKO VP, EDUCATION 40.00
Key Emp
$175,784 $37,130 $212,914
ELIZABETH WARD CHIEF MARKETING OFFICER 40.00
Highest
$230,125 $81,502 $311,627
SUZANNE ERERA VP, DEVELOPMENT 40.00
Highest
$173,642 $78,245 $251,887
MONICA POVEDA VP, FINANCE 40.00
Highest
$232,081 $15,085 $247,166
NATHAN HODGE DIRECTOR, IT 40.00
Highest
$165,163 $81,201 $246,364
LORI FAETH DIRECTOR, GOVT RELATIONS 40.00
Highest
$182,047 $37,782 $219,829
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $20,114,604 $21,010,163 $24,729,245 $-895,559
2022 $15,961,678 $18,747,329 $22,081,546 $-2,785,651
2021 $15,331,480 $12,129,474 $25,859,298 $3,202,006
2020 $14,822,231 $14,241,337 $25,898,885 $580,894
2020 $14,822,231 $14,241,337 $25,898,885 $580,894
2019 $13,271,021 $15,310,533 $22,365,926 $-2,039,512
2018 $14,044,535 $14,475,931 $24,581,082 $-431,396
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