Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2011
Open to Public Inspection
A For the calendar year, or tax year beginning 07-01-2011 and ending 06-30-2012
BCheck if applicable:
CName of organization
NORTH BRANCH LAND TRUST
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
11 CARVERTON ROAD
 
Room/suite
City or town, state or country, and ZIP + 4
TRUCKSVILLE, PA187081752
D Employer identification number

23-7755642
E Telephone number

G Gross receipts $ 2,041,900
F Name and address of principal officer:
ROBERT H GRAHAM CHAIR
11 CARVERTON ROAD
TRUCKSVILLE,PA187081752
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.NBLT.ORG
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1994
M State of legal domicile: PA
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: THE NORTH BRANCH LAND TRUST WORKS IN PARTNERSHIP WITH LANDOWNERS AND THEIR COMMUNITIES TO CONSERVE THE SCENIC, NATURAL AND WORKING LANDSCAPES THAT SUSTAIN US. THE CONSERVATION TOOL OF CHOICE IS THE CONSERVATION EASEMENT. OCCASIONALLY, WE TAKE ON FEE OWNERSHIP OF PROPERTIES THROUGH GRANT FUNDING, OUTRIGHT DONATIONS OR BEQUESTS. THE WORK OF THE LAND TRUST FOCUSES ON THE WATERSHEDS OF THE NORTH BRANCH OF THE SUSQUEHANNA RIVER AND SURROUNDING AREAS. NBLT HAS CONSERVED OR PROTECTED OVER 11,700 ACRES (OF WHICH 1,508 ACRES ARE OWNED BY NBLT), IN NORTHEASTERN PENNSYLVANIA SINCE ITS INCEPTION IN 1994.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a)..... 3 17
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 17
5 Total number of individuals employed in calendar year 2011 (Part V, line 2a) ... 5 4
6 Total number of volunteers (estimate if necessary) .... 6 75
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a -1,289
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b -1,289
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 2,012,563 1,786,202
9 Program service revenue (Part VIII, line 2g) ......... 76,729 134,630
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 271,537 51,537
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 5,673 21,271
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 2,366,502 1,993,640
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...   0
14 Benefits paid to or for members (Part IX, column (A), line 4).....   0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 163,607 168,300
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 61,500 20,000
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet40,116    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 98,544 2,124,698
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 323,651 2,312,998
19 Revenue less expenses. Subtract line 18 from line 12....... 2,042,851 -319,358
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 4,770,248 4,535,713
21 Total liabilities (Part X, line 26)............. 11,133 95,956
22 Net assets or fund balances. Subtract line 21 from line 20..... 4,759,115 4,439,757
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid preparer use only
Print/type preparer's name
 
Preparer's signature
Date
PTIN
Firm's name Right pointing arrowhead image

Firm's EIN Right pointing arrowhead image
Firm's address Right pointing arrowhead image



Phone no.
May the IRS discuss this return with the preparer shown above? See instructions .........bullet
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2011)
Form 990 (2011)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III .........
1
Briefly describe the organization’s mission: THE NORTH BRANCH LAND TRUST WORKS IN PARTNERSHIP WITH LANDOWNERS AND THEIR COMMUNITIES TO CONSERVE THE SCENIC, NATURAL AND WORKING LANDSCAPES THAT SUSTAIN US. THE CONSERVATION TOOL OF CHOICE IS THE CONSERVATION EASEMENT. OCCASIONALLY, WE TAKE ON FEE OWNERSHIP OF PROPERTIES THROUGH GRANT FUNDING, OUTRIGHT DONATIONS OR BEQUESTS. THE WORK OF THE LAND TRUST FOCUSES ON THE WATERSHEDS OF THE NORTH BRANCH OF THE SUSQUEHANNA RIVER AND SURROUNDING AREAS. NBLT HAS CONSERVED OR PROTECTED OVER 11,700 ACRES (OF WHICH 1,508 ACRES ARE OWNED BY NBLT), IN NORTHEASTERN PENNSYLVANIA SINCE ITS INCEPTION IN 1994.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 195,754 including grants of $   ) (Revenue $   )
NORTH BRANCH LAND TRUST IS A CONSERVATION ORGANIZATION FOCUSED ON HELPING LANDOWNERS CONSERVE THEIR PROPERTY AND HELPING COMMUNITIES DEVELOP GROWTH STRATEGIES FOR THE BENEFIT OF THEIR CITIZENS. THE LAND TRUST ACCOMPLISHES ITS CONSERVATION MISSION PRIMARILY BY ACCEPTING DONATIONS OF DEVELOPMENT OR SUBDIVISION RIGHTS ON LAND. THE LAND TRUST WILL ALSO SEEK FINANCIAL RESOURCES TO PURCHASE DEVELOPMENT RIGHTS ON LAND. THE LAND TRUST WELCOMES AND ACCEPTS GIFTS OF CONSERVATION LAND AND OTHER PROPERTY PROVIDING THAT ALL LAND TRUST POLICIES AND PROCEDURES GOVERNING THE ACQUISITION OF LAND AND OTHER PROPERTY ARE ADHERED TO. A CONSERVATION EASEMENT ON 40 ACRES OF LAND IN BROOKLYN TOWNSHIP, SUSQUEHANNA COUNTY WAS PURCHASED BY NORTH BRANCH LAND TRUST. THE 40-ACRE CONSERVATION AREA IS A MIX OF HABITATS: HARDWOOD FOREST, HEDGEROWS OF MATURE HARDWOODS, SUCCESSIONAL FIELDS AND WOODED AREAS, OLD APPLE ORCHARDS, AN AGRICULTURAL FIELD, WETLANDS, INTERMITTENT AND PERMANENT STREAMS, AND A 1.5 ACRE POND CREATED BY A BEAVER DAM. NUMEROUS SPECIES OF OLD GROWTH TREES, SOME OF RECORD SIZE, ARE SCATTERED THROUGHOUT THE PROPERTY, INCLUDING SEVERAL SPECIES OF HICKORY, RED OAK, AMERICAN BEECH, WHITE ASH AND MAPLES. A NUMBER OF STONEWALLS, MOST IN DISREPAIR, MARK FORMER EDGES OF FIELDS AND PROPERTY. OTHER THAN MOWING OF THE HAYFIELD (A SMALL PORTION OF WHICH LIES WITHIN THE CONSERVATION AREA), THERE IS CURRENTLY NO HUMAN ACTIVITY OCCURRING HERE. OUTSIDE THE BOUNDS OF THE CONSERVATION AREA, THE REST OF THE FARM (65 ACRES) IS COMPRISED OF MATURE AND SUCCESSIONAL FORESTS, AN AGRICULTURAL FIELD AND A POND OF SUBSTANTIAL SIZE. BUILDING STRUCTURES INCLUDE A HISTORIC HOME, BARN AND SEVERAL OLD OUTBUILDINGS, MOSTLY IN DISREPAIR. A NUMBER OF VERY LARGE SPECIMEN TREES, SEVERAL OF WHICH ARE COUNTY RECORDS, ARE ALSO FOUND HERE. AT LEAST ONCE ANNUALLY, THE LAND TRUST MUST VISIT EACH CONSERVED PROPERTY AND EACH PARCEL IT OWNS IN FEE FOR THE PURPOSE OF MONITORING ITS STATUS. SUBSEQUENT VISITS COULD BE TO FOLLOW-UP ON POSSIBLE VIOLATIONS, ACTUAL VIOLATIONS, OR SIMPLY TO INSPECT THE EXERCISE OF A RESERVED RIGHT. DURING THIS FISCAL YEAR, 43 CONSERVATION EASEMENT PROPERTIES COVERING 9,668 ACRES IN EIGHT COUNTIES WERE MONITORED, RE-VISITED, AND/OR INSPECTED BY 15 PEOPLE (STAFF AND VOLUNTEERS). TOTAL HOURS EXPENDED BY STAFF AND VOLUNTEERS TO IMPLEMENT AND MANAGE THE MONITORING PROGRAM PLUS TRAIN NEW VOLUNTEERS WAS 380 HOURS. IN ADDITION, SEVEN FEE PROPERTIES COVERING 1,213 ACRES IN TWO COUNTIES WERE MONITORED BY SEVEN PEOPLE (STAFF AND VOLUNTEERS) IN 37.25 HOURS.
4b (Code:   ) (Expenses $ 1,954,263 including grants of $   ) (Revenue $   )
NORTH BRANCH LAND TRUST OWNS AND MANAGES SEVERAL PROPERTIES IN OUR SERVICE AREA AND ACQUIRED THREE ADDITIONAL PROPERTIES IN FISCAL YEAR 2011-2012. IN JANUARY 2012, NORTH BRANCH LAND TRUST ACQUIRED THE 59-ACRE VALMONT BOG SANCTUARY LOCATED IN WEST HAZLETON BOROUGH AND HAZLE TOWNSHIP. OVER THE PAST TWO YEARS NBLT WORKED CLOSELY WITH THE OWNER, CAN DO, INC., ALONG WITH THE PENNSYLVANIA DEPARTMENT OF CONSERVATION AND NATURAL RESOURCES (DCNR), PPL CORPORATION AND OTHER STAKEHOLDERS TO MAKE THE PROJECT A REALITY. DCNR IS THE PRIMARY SOURCE OF STATE SUPPORT FOR PENNSYLVANIA RECREATION, PARKS AND CONSERVATION INITIATIVES. NBLT WORKED COLLABORATIVELY WITH DCNR ON MANY EARLIER CONSERVATION PROJECTS AND THANKS THEM FOR THEIR ONGOING AND CRITICAL FINANCIAL SUPPORT. NORTH BRANCH LAND TRUST ALSO THANKS CAN DO PRESIDENT, KEVIN O'DONNELL, AND HIS STAFF FOR THEIR TIME AND EFFORT IN MAKING THIS PROJECT A REALITY. LOCATED IN THE HEART OF THE VALMONT INDUSTRIAL PARK, THIS UNIQUE PROPERTY BOASTS A VARIETY OF EXCEPTIONAL FLORA AND FAUNA, INTERESTING TOPOGRAPHICAL FEATURES, AND EVEN REMNANTS OF OUR INDUSTRIAL PAST IN THE FORM OF OLD RAILROAD BEDS. TWO COLD WATER STREAMS, CRANBERRY CREEK AND BLACK CREEK, CONVERGE ON THE PROPERTY. REPRESENTATIVES OF THE INTERNATIONAL NATIVE ORCHID CONFERENCE, INC. HAVE VISITED THE VALMONT BOG PROPERTY MANY TIMES AND HAVE AFFIRMED THAT IT IS WITHOUT EQUAL IN THIS PART OF THE COUNTRY; ONLY THE NEW JERSEY PINELANDS RESERVE CAN COMPARE IN TERMS OF ITS SIGNIFICANCE WITH REGARD TO ORCHID FLORA ACCORDING TO THE CONFERENCE. FUNDING FOR THE PROJECT CAME FROM A COMMUNITY CONSERVATION PARTNERSHIPS PROGRAM GRANT AWARD TO NBLT FROM THE PENNSYLVANIA DEPARTMENT OF CONSERVATION AND NATURAL RESOURCES. FUNDING FOR THESE GRANTS COMES FROM KEYSTONE RECREATION, PARK AND CONSERVATION FUND (KEY93), THE ENVIRONMENTAL STEWARDSHIP FUND, THE GROWING GREENER BOND FUND AND FEDERAL FUNDING SOURCES. ANOTHER IMPORTANT PIECE OF NORTHEASTERN PENNSYLVANIA'S NATURAL HERITAGE HAS BEEN CONSERVED THE STAFF AT NBLT WILL BE WORKING WITH ALL STAKEHOLDERS TO ESTABLISH A MASTER PLAN FOR THE SANCTUARY THAT WILL PROTECT THIS UNIQUE RESOURCE. IN DECEMBER 2011 NORTH BRANCH LAND TRUST COMPLETED THE ACQUISITION OF 118 ACRES IN HAZLE TOWNSHIP, LUZERNE COUNTY. THE PROPERTY IS KNOWN AS THE BUTLER PRESERVE AND HOSTS GLOBALLY RARE SCRUB OAK BARRENS AND ITS OBLIGATE FLORA AND FAUNA, IN ADDITION TO WETLANDS AND A RIPARIAN FOREST ALONG THE DRECK CREEK RESERVOIR. THE ESTABLISHED GREATER HAZLETON RAILS-TO-TRAILS SYSTEM INTERSECTS THE PROPERTY FOR NEARLY 1/2 MILE AND IS EMBRACED AND USED BY OVER 30,000 OUTDOOR ENTHUSIASTS ON A YEARLY BASIS. NORTH BRANCH LAND TRUST (NBLT) WORKED COLLABORATIVELY OVER THE PAST TWO YEARS WITH THE FORMER PROPERTY OWNER BUTLER ENTERPRISES, INC., THE PENNSYLVANIA DEPARTMENT OF CONSERVATION AND NATURAL RESOURCES (DCNR), AND THE GREATER HAZLETON AREA CIVIC PARTNERSHIP TO MAKE THE PROJECT A REALITY. THIS ACQUISITION PROJECT BY NBLT ADVANCES PENNSYLVANIA'S DEPARTMENT OF CONSERVATION AND NATURAL RESOURCES (DCNR'S) ACTION PLAN GOALS AND KEYSTONE PRINCIPLES BY: FULFILLING A GOAL OF THE OPEN SPACE, GREENWAYS & OUTDOOR RECREATION MASTER PLAN FOR LACKAWANNA AND LUZERNE COUNTIES; PROVIDING GREATER HAZLETON RAILS-TO-TRAILS THE OPPORTUNITY TO DEVELOP ADDITIONAL SPUR AND LOOP TRAILS ON THE PROPERTY; HELPING HAZLE TOWNSHIP MANAGE GROWTH AND REDUCE THE LOSS OF OPEN SPACE; EDUCATING THE PUBLIC ABOUT THE PROTECTION AND MANAGEMENT OF IMPORTANT ECOLOGICAL LANDS AND WILDLIFE HABITAT; ACQUIRING LAND THAT PROTECTS WATERSHEDS, CONSERVES BIOLOGICALLY IMPORTANT AREAS, AND CREATES CONNECTIONS WITH OTHER RECREATIONAL OUTDOOR OPPORTUNITIES; AND INCREASING CITIZENS' AND VISITORS' ABILITY TO EXPERIENCE THE OUTDOORS BY ALLOWING FOR PUBLIC ACCESS. NBLT WILL BE WORKING TO ESTABLISH A MASTER STEWARDSHIP PLAN FOR THE PRESERVE THAT WILL ENSURE THE PROTECTION OF THE RARE NATURAL COMMUNITIES WHILE ALLOWING FOR PASSIVE PUBLIC RECREATION ACTIVITIES. NBLT THANKS BUTLER ENTERPRISES AND ALL PROJECT STAKEHOLDERS FOR THEIR COMMITMENT TO THE CONSERVATION OF THE REGIONS IMPORTANT NATURAL ASSETS. FUNDING FOR THE PROJECT CAME FROM A COMMUNITY CONSERVATION PARTNERSHIPS PROGRAM GRANT AWARD TO NBLT FROM THE PENNSYLVANIA DEPARTMENT OF CONSERVATION AND NATURAL RESOURCES. FUNDING FOR THESE GRANTS COMES FROM KEYSTONE RECREATION, PARK AND CONSERVATION FUND (KEY93), THE ENVIRONMENTAL STEWARDSHIP FUND, THE GROWING GREENER BOND FUND AND FEDERAL FUNDING SOURCES. IN JUNE OF 2012 NORTH BRANCH LAND TRUST ACQUIRED THE 140-ACRE BEAR CREEK LAKE VIEW PROPERTY. THE BEAR CREEK VILLAGE AREA AND THIS PROPERTY ARE LOCATED ON THE WESTERN EDGE OF THE POCONO PLATEAU AND ARE PART OF A UNIQUE-TO-PENNSYLVANIA BOREAL MICROCLIMATE HARBORING A VARIETY OF INTERESTING FLORA AND FAUNA INCLUDING SOME THAT ARE GLOBALLY RARE. NBLT HAS BEEN WORKING IN THIS AREA FOR MANY YEARS AND OUR EFFORTS ALONG WITH THE EFFORTS OF OTHER CONSERVATION PARTNERS HAVE YIELDED IMPRESSIVE RESULTS WITH MANY THOUSANDS OF ACRES CONSERVED. BACK IN 2006 A GROUP OF CONSERVATION-MINDED BEAR CREEK VILLAGE COMMUNITY MEMBERS GOT TOGETHER TO PONDER HOW THEY MIGHT PROTECT THIS TRACT OF LAND FROM FUTURE DEVELOPMENT. ONE WAY WAS TO CONSERVE THE PROPERTY IN PERPETUITY WITH A CONSERVATION EASEMENT. THE GROUP CONTACTED NBLT AND IN 2007 THEY WERE ABLE TO CONSERVE 65 ACRES OF THE EXISTING 140-TRACT. THE REMAINING 75 ACRES WOULD PROVE TO BE A BIT MORE DIFFICULT TO PROTECT BUT CERTAINLY NOT IMPOSSIBLE IN THE EYES OF THE BEAR CREEK VILLAGE COMMUNITY. COMMUNITY LEADERS CONTACTED NBLT AGAIN IN 2009 TO DISCUSS WAYS THEY MIGHT PROTECT THE REMAINING ACREAGE. AFTER MANY MEETINGS WITH THE COMMUNITY AND THE LANDOWNERS IT WAS DETERMINED THAT PURCHASING THE REMAINING ACREAGE WOULD BE THE BEST OPTION. OVER THE NEXT THREE YEARS, THE COMMUNITY WORKED DILIGENTLY AND IN TANDEM WITH US TO RAISE THE NECESSARY FUNDS. IN EARLY JUNE, THE LANDOWNERS CONVEYED THE ENTIRE 140-ACRE TRACT TO NBLT. THE ENTIRE STAFF AND BOARD OF DIRECTORS OF NBLT ARE GRATEFUL TO HAVE BEEN PART OF THIS WONDERFUL CONSERVATION PROJECT. THIS CONSERVATION EFFORT IS A SHINING EXAMPLE OF WHAT ONE COMMUNITY CAN DO TO PROTECT THOSE SPECIAL SCENIC AND NATURAL LANDSCAPES THAT SUSTAIN US. ANOTHER IMPORTANT PIECE OF NORTHEASTERN PENNSYLVANIA'S NATURAL HERITAGE HAS BEEN CONSERVED. THE STAFF AT NBLT WILL BE WORKING WITH ALL STAKEHOLDERS TO ESTABLISH A MASTER PLAN FOR THE PRESERVE. FUNDING FOR THE PROJECT CAME FROM A COMMUNITY CONSERVATION PARTNERSHIPS PROGRAM GRANT AWARD TO NBLT FROM THE PENNSYLVANIA DEPARTMENT OF CONSERVATION AND NATURAL RESOURCES. FUNDING FOR THESE GRANTS COMES FROM KEYSTONE RECREATION, PARK AND CONSERVATION FUND (KEY93), THE ENVIRONMENTAL STEWARDSHIP FUND, THE GROWING GREENER BOND FUND AND FEDERAL FUNDING SOURCES. OTHER FEE LANDS ACQUIRED BY THE LAND TRUST PRIOR TO THE START OF THIS FISCAL YEAR (JULY 1, 2011) INCLUDE: THE NOXEN DEPOT (0.5902 ACRES), THE HOWLAND PRESERVE (669.1720 ACRES), HARVEY'S HARVEYVILLE WOODLOT (3.70 ACRES), THE MONTAGE MOUNTAIN WILDFLOWER SANCTUARY (18.2670 ACRES), HANOVER CROSSINGS MARSH (40.26 ACRES), AND THE GEORGE AND LILLIAN PICTON WILDLIFE SANCTUARY 459.56 ACRES). THERE IS NO CHANGE IN THE STATUS OF THE NOXEN DEPOT. ADDITIONAL DOLLARS ARE BEING SOUGHT TO COMPLETE THIS REHABILITATION PROJECT. BOTH THE HARVEYVILLE WOODLOT AND THE MONTAGE PROPERTY ARE SIMPLY BEING MANAGED. THEY ARE ONLY OPEN TO THE PUBLIC DURING AN ORGANIZED LAND TRUST ACTIVITY. THE HANOVER CROSSINGS MARSH AND THE PICTON WILDLIFE SANCTUARY ARE PRESERVES THAT ARE OPEN TO THE PUBLIC FROM DAWN TO DUSK. THE HOWLAND PRESERVE CONTINUES TO BE IMPROVED AND UPDATED WHERE APPLICABLE AND IS A PRESERVE OPEN TO THE PUBLIC FROM DAWN TO DUSK. IT CONTINUES TO BE ENROLLED IN THE PENNSYLVANIA GAME COMMISSION'S PUBLIC ACCESS PROGRAM. UPGRADES TO THE HOWLAND PRESERVE BOAT LAUNCH WERE COMPLETED IN AUGUST OF 2011. MODEST RENOVATIONS WERE DONE TO ONE OF THE RENTAL PROPERTIES ON THE PRESERVE WHICH INCLUDED BUT WERE NOT LIMITED TO ELECTRICAL WORK, FURNACE REPLACEMENT AND NEW CARPETING. THE TENANTS IN THE OTHER RENTAL UNIT ON THE PROPERTY MOVED OUT AND THIS UNIT IS EMPTY. THE CANAL SYSTEM RUNNING THROUGH THE PRESERVE IS BEING SURVEYED BY DUCKS UNLIMITED FOR THE PURPOSE OF CREATING WETLANDS FOR WILDLIFE. TRIMMING OF THE LANDSCAPING AND REMOVAL OR TRIMMING OF HAZARD TREES ARE PART OF THE ROUTINE MAINTENANCE.
4c (Code:   ) (Expenses $ 43,793 including grants of $   ) (Revenue $   )
(OUTREACH AND EDUCATION) NORTH BRANCH LAND TRUST (NBLT) SETS OUT TO ENSURE THAT ITS COMMUNITY UNDERSTANDS AND VALUES CONSERVATION OF PRIVATE AND PUBLIC LAND AND HISTORIC RESOURCES BY BROADLY EDUCATING THE COMMUNITY ABOUT THE IMPORTANCE OF LAND CONSERVATION. THIS FISCAL YEAR THE LAND TRUST OFFERED VARIOUS LEARNING OR EXPERIENTIAL OPPORTUNITIES TO THE PUBLIC AND/OR LAND TRUST MEMBERS THE FIRST OF WHICH WAS HOSTING THE 11TH ANNUAL SUSQUEHANNA RIVER TRIP ON JULY 30, 2011 FROM LACEYVILLE TO THE HOWLAND PRESERVE ON THE VOSBURG NECK. WHAT FOLLOWS IS A LIST OF THE EVENTS AND OFFERINGS HELD EITHER SOLELY BY THE LAND TRUST OR IN PARTNERSHIP WITH OTHER GROUPS: 7/30/2011 - NBLT ANNUAL CANOE AND KAYAK TRIP DOWN THE NORTH BRANCH OF THE SUSQUEHANNA RIVER (OUTDOOR PROGRAMING) 8/21/2011 - NBLT ANNUAL PICNIC AND OUTREACH EVENT AT THE TRUSTS HOWLAND PRESERVE ON THE VOSBURG NECK, WASHINGTON TOWNSHIP PA (OUTDOOR PROGRAMING) 10/8/2011 - NBLT HOWLAND PRESERVE CLEANUP ON THE VOSBURG NECK, WASHINGTON TOWNSHIP PA 10/13/2011 TO 10/16/2011 NBLT STAFF MEMBERS ATTEND NATIONAL LAND TRUST ALLIANCE RALLY IN MILWAUKEE WISCONSIN (TRAINING) 12/7/2011 - NBLT HOLIDAY GATHERING AND OUTREACH EVENT WITH YEAR IN REVIEW PRESENTATION BY STAFF (OUTREACH) 3/8/2012 - PENNSYLVANIA DEPARTMENT OF CONSERVATION AND NATURAL RESOURCES GRANT WORKSHOP (STAFF TRAINING) 4/14/2012 - ASHLEY PLANES HISTORIC COG RAILROAD WALK AND TOUR WITH VOLUNTEER DAVE ESTEP (OUTDOOR PROGRAMING) 4/20/2012 - HANOVER CROSSINGS MARSH PROPERTY CLEANUP DAY WITH HANOVER AREA SCHOOL DISTRICT, CORPORATE AND MUNICIPAL SUPPORT (OUTDOOR PROGRAMING) 5/4/2012 - NBLT STAFF PARTICIPATION IN THE PENNSYLVANIA LAND TRUST ALLIANCE CONFERENCE AND SEMINARS (OUTREACH AND TRAINING) 6/24/2012 - NBLT MEMBERS AND GUESTS VALMONT BOG SANCTUARY NATIVE ORCHID WALK WITH ORCHID EXPERT BOB SPRAGUE (OUTDOOR PROGRAMING) 6/29/2012 AND 6/30/2012 - OPERATION NORTH BRANCH - SUSQUEHANNA RIVER CLEANUP WITH VARIOUS NON-PROFITS AND CORPORATE SUPPORT (OUTDOOR PROGRAMING) AS A COMMUNITY-BASED NONPROFIT LAND CONSERVATION ORGANIZATION, NBLT MUST ENSURE THAT IT IS SUSTAINABLE AS AN ORGANIZATION AND THEREFORE ABLE TO STEWARD ITS CONSERVED LANDS IN PERPETUITY. DURING THIS FISCAL YEAR, NBLT STAFF, BOARD AND VOLUNTEERS CARRIED FORWARD ITS SUSTAINABILITY PROJECT. THE LAND TRUST UNDERTOOK THE PROJECT IN AN EFFORT TO EDUCATE ITS HUNDREDS OF MEMBERS, SUPPORTERS, AND ALLIED ORGANIZATIONS LOCALLY AND NATIONALLY ON THE IMPORTANCE OF BUILDING A SUSTAINABLE ORGANIZATION. THE ULTIMATE GOAL OF THE PROJECT IS TO GROW THE TRUST'S ENDOWMENT TO A SUSTAINABLE LEVEL. THIS IS THE FIRST TIME THAT NBLT REACHED OUT TO THE COMMUNITY FOR CAPITAL SUPPORT. THE PROJECT WILL BE ONGOING. THE NBLT WEBSITE IS A SIGNIFICANT TOOL FOR EDUCATION. VISITORS ARE ABLE TO GET A SENSE OF THE WORK THAT NBLT DOES AS WELL AS WHERE IT HAPPENS AND HOW. NBLT MEMBERS WHO SO CHOOSE RECEIVE E-BLASTS THAT CONTAIN SHORT INFORMATIONAL ARTICLES OR LINKS ABOUT UPCOMING EVENTS OR NEWSWORTHY INFORMATION. "THE HORIZON," NBLT'S NEWSLETTER, IS SENT AT LEAST TWICE A YEAR TO OVER 2,300 RECIPIENTS.
(Code:   ) (Expenses $ 3,654 including grants of $   ) (Revenue $   )
DEPRECIATION
4d Other program services (Describe in Schedule O.)
(Expenses $ 3,654 including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet$ 2,197,464
Form 990 (2011)
Form 990 (2011)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment........
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part II.........................
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part III........................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete Schedule D, Part IClick to see attachment....................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment...
7
Yes
 
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IVClick to see attachment...................
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment
10
Yes
 
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.Click to see attachment
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.Click to see attachment
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.Click to see attachment
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.Click to see attachment
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States or aggregate foreign investments valued at $100,000 or more? If “Yes,” complete Schedule F, Part I.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II..
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III..
16
 
No
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part IClick to see attachment
17
Yes
 
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II.......... Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III................... Click to see attachment
19
 
No
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H.....
20a
 
No
b
If “Yes” to line 20a, did the organization attach a copy of its audited financial statement to this return? Note. All Form 990 filers that operated one or more hospitals must attach audited financial statements.
20b
 
 
Form 990 (2011)
Form 990 (2011)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants and other assistance to any government or organization in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II..
21
 
No
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III.....
22
 
No
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................
23
 
No
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I......
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II.........................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If “Yes,” complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV .........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV...................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV..
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule MClick to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............ Click to see attachment
30
Yes
 
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1.....................
34
 
No
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2...
35b
 
No
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2...........
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2011)
Form 990 (2011)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V .........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
11
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
 
No
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................
2a
4
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
Yes
 
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
 
No
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
No
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
 
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2011)
Form 990 (2011)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI .........
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
If the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
1a
17
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
17
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? .................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ............
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ..........
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes? ....
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form?
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Did the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Were officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this was done ....................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
 
No
b
Other officers or key employees of the organization ................
15b
 
No
If "Yes," to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If “Yes,” did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
PA
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
LINDA THOMA DIR OF OPER
11 CARVERTON ROAD
TRUCKSVILLE,PA18708
(570) 696-5545
Form 990 (2011)
Form 990 (2011)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII .........
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) MARGARET E BAKKER
DIRECTOR
 .75 X           0 0 0
(2) DOUGLAS GAUDET
DIRECTOR / T
 2.00 X   X       0 0 0
(3) JAMES T GORMAN
DIRECTOR
 .50 X           0 0 0
(4) ROBERT H GRAHAM
TREASURER /
 4.00 X   X       0 0 0
(5) DANIEL W BLOCK
DIRECTOR
 .25 X           0 0 0
(6) PHILIP A MUNTZEL PHD
DIRECTOR
 .75 X           0 0 0
(7) ANTHONY T PALISCHAK
DIRECTOR
 .75 X           0 0 0
(8) MATTHEW SORDONI
SECRETARY/VI
 2.00 X   X       0 0 0
(9) MICHAEL D WEAVER
DIRECTOR
 .50 X           0 0 0
(10) WALTER CHIP SORBER
DIRECTOR
 .50 X           0 0 0
(11) LISSA BRYAN-SMITH
DIRECTOR
 .25 X           0 0 0
(12) LYNN K ALDRICH ED D
CHAIR / DIRE
 .75 X   X       0 0 0
(13) GARY WILLIAMS
VICE CHAIR/S
 3.00 X   X       0 0 0
(14) RICK ARNOLD
DIRECTOR
 .25 X           0 0 0
(15) GUTHRIE MITCHELL JR
DIRECTOR
 .50 X           0 0 0
(16) JAMES T SHOEMAKER
DIRECTOR
 1.00 X           0 0 0
(17) MARLEEN A TROY PHD PE
DIRECTOR
 .50 X           0 0 0
Form 990 (2011)
Form 990 (2011)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;


























1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet      
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet  
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
 
No
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet  
Form 990 (2011)
Form 990 (2011)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, Gifts, Grants and Other Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b 25,577
c Fundraising events....1c 24,015
d Related organizations...1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		1,736,610
g Noncash contributions included in lines 1a-1f:$ 1,064,900
h Total. Add lines 1a-1f.......MediumBullet 1,786,202
Program Service Revenue Business Code
2a OTHER PROGRAM SERVICE REVENUE   108,537 108,537    
b FEDERAL CONTRACTS   26,093 26,093    
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 134,630
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 51,537 51,537    
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties............MediumBullet        
(i) Real (ii) Personal
6a Gross rents 15,636  
b Less: rental expenses 16,925  
c Rental income or (loss) -1,289  
d Net rental income or (loss).......MediumBullet -1,289   -1,289  
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory    
b Less: cost or other basis and sales expenses    
c Gain or (loss)    
d Net gain or (loss)..........MediumBullet        
8a Gross income from fundraising events (not including
$ 24,015
of contributions reported on line 1c). See Part IV, line 18 ...
a 54,763
b Less: direct expenses ...b 31,335
c Net income or (loss) from fundraising events..MediumBullet 23,428   23,428
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a HOLIDAY GATHERING   1,650 1,650    
b PICNIC   675 675    
c HOLIDAY GATHERING/PICNIC EXP   -3,193 -3,193    
d All other revenue ....        
e Total. Add lines 11a–11d ......MediumBullet -868
12 Total revenue. See Instructions....MediumBullet 1,993,640 185,299 -1,289 23,428
Form 990 (2011)
Form 990 (2011)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Check if Schedule O contains a response to any question in this Part IX. .........
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21    
2 Grants and other assistance to individuals in the United States. See Part IV, line 22    
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees ....        
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 139,636 93,415 34,519 11,702
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 7,268 4,719 2,085 464
9 Other employee benefits ....... 8,661 5,785 2,151 725
10 Payroll taxes ........... 12,735 8,497 3,171 1,067
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 1,703 1,535 168  
c Accounting ........... 9,450   9,450  
d Lobbying ...........        
e Professional fundraising. See Part IV, line 17.. 20,000 20,000
f Investment management fees ......        
g Other .......... 2,025,618 2,024,179 727 712
12 Advertising and promotion ....        
13 Office expenses ....... 12,364 5,895 2,915 3,554
14 Information technology ...... 3,655 1,322 1,381 952
15 Royalties ..        
16 Occupancy ........... 13,253 5,902 7,351  
17 Travel ............ 4,369 4,355 14  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 285 285    
20 Interest ........... 199 199    
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 7,413 3,654 3,759  
23 Insurance .............. 8,829 6,425 2,404  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24f. If line 24f amount exceeds 10% of line 25, column (A) amount, list line 24f expenses on Schedule O.)
a HABITAT IMPROVEMENT 24,595 24,595    
b TELEPHONE & INTERNET 3,378 2,812 458 108
c EQUIPMENT RENT & MAINT. 2,864 560 2,261 43
d MEMBERSHIP DUES 2,524 2,524    
e
f All other expenses 4,199 806 2,604 789
25 Total functional expenses. Add lines 1 through 24f 2,312,998 2,197,464 75,418 40,116
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2011)
Form 990 (2011)
Page 11
Part X Balance Sheet
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing .......... 56,898 1 28,961
2 Savings and temporary cash investments ....... 1,780,616 2 2,045,322
3 Pledges and grants receivable, net ......... 1,023,374 3 189,214
4 Accounts receivable, net ......... 4,761 4 2,122
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..........   5  
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L ..........   6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges ............ 15,211 9 405
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 2,053,574
b Less: accumulated depreciation. ..... 10b 80,918 1,592,355 10c 1,972,656
11 Investments—publicly traded securities ..........   11  
12 Investments—other securities. See Part IV, line 11 ......   12  
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets .........   14  
15 Other assets. See Part IV, line 11 ........... 297,033 15 297,033
16 Total assets. Add lines 1 through 15 (must equal line 34)... 4,770,248 16 4,535,713
Liabilities 17 Accounts payable and accrued expenses . 3,964 17 4,904
18 Grants payable ..........   18  
19 Deferred revenue ..........   19  
20 Tax-exempt bond liabilities ..........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23 68,831
24 Unsecured notes and loans payable to unrelated third parties ....   24 17,432
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D..... 7,169 25 4,789
26 Total liabilities. Add lines 17 through 25..... 11,133 26 95,956
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... 2,809,655 27 2,786,619
28 Temporarily restricted net assets ..... 1,683,993 28 1,366,900
29 Permanently restricted net assets ..... 265,467 29 286,238
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... 4,759,115 33 4,439,757
34 Total liabilities and net assets/fund balances ..... 4,770,248 34 4,535,713
Form 990 (2011)
Form 990 (2011)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI .........
1
Total revenue (must equal Part VIII, column (A), line 12) ...
1
1,993,640
2
Total expenses (must equal Part IX, column (A), line 25) ....
2
2,312,998
3
Revenue less expenses. Subtract line 2 from line 1 ...
3
-319,358
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
4,759,115
5
Other changes in net assets or fund balances (explain in Schedule O) ...
5
 
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) ....
6
4,439,757
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII .........
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?....
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant? If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O. ...........................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
 
No
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..
3b
 
 
Form 990 (2011)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
NORTH BRANCH LAND TRUST
 
Employer identification number

23-7755642
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
 
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
(i)
Name of supported organization 		(ii)
EIN 		(iii)
Type of organization (described on lines 1- 9 above or IRC section (see instructions)) 		(iv)
Is the organization in col. (i) listed in your governing document? 		(v)
Did you notify the organization in col. (i) of your support? 		(vi)
Is the organization in col. (i) organized in the U.S.? 		(vii)
Amount of support?
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 1,183,748 612,709 1,532,256 2,012,563 1,786,202 7,127,478
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3.. 1,183,748 612,709 1,532,256 2,012,563 1,786,202 7,127,478
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..            
6 Public Support. Subtract line 5 from line 4.           7,127,478
Section B. Total Support
Calendar year(or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
7 Amounts from line 4.. 1,183,748 612,709 1,532,256 2,012,563 1,786,202 7,127,478
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 77,878 33,025 21,064 33,424 28,177 193,568
9 Net income from unrelated business activities, whether or not the business is regularly carried on..       1,416 21,139 22,555
10 Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..            
11 Total support (Add lines 7 through 10).           7,343,601
12
12
185,299
13
Section C. Computation of Public Support Percentage
14
14
97.060 %
15
15
97.230 %
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public Support (Subtract line 7c from line 6.)            
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)            
13 Total support (Add lines 9, 10c, 11 and 12.).            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 4
Part IV
Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2011

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2011
Name of organization
NORTH BRANCH LAND TRUST
 
Employer identification number

23-7755642
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet   $    
Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on Part I, line 2, of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 2
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
NORTH BRANCH LAND TRUST
  		Employer identification number

23-7755642
Part I
Contributors (see Instructions). Use duplicate copies of Part I if additional space is needed.
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 3
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
NORTH BRANCH LAND TRUST
  		Employer identification number

23-7755642
Part II
Noncash Property (see Instructions). Use duplicate copies of Part II if additional space is needed.
     
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 4
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
NORTH BRANCH LAND TRUST
  		Employer identification number

23-7755642
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
Use duplicate copies of Part III if additional space is needed
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
NORTH BRANCH LAND TRUST
 
Employer identification number

23-7755642
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .......    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) ...    
4 Aggregate value at end of year .......    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a 45
b Total acreage restricted by conservation easements .................. 2b 9,668
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet2
4
Number of states where property subject to conservation easement is located SchDMd Bullet1
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet417
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $ 5,765
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958), relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance .... 462,402 349,540 301,700  
b Contributions ........ 271,474 33,821 6,045  
c Net investment earnings, gains, and losses ... 12,779 79,154 42,782  
d Grants or scholarships .....        
e Other expenditures for facilities
and programs ........ 		9,572      
f Administrative expenses .... 114 113 987  
g End of year balance ...... 736,969 462,402 349,540  
2
Provide the estimated percentage of the year end balance (line 1g) held as:
a
Board designated or quasi-endowment SchDMd Bullet18.000 %
b
Permanent endowment SchDMd Bullet46.000 %
c
Temporarily restricted endowment SchDMd Bullet36.000 %
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
No
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   1,719,558 1,719,558
b Buildings ................   247,063 29,367 217,696
c Leasehold improvements ............        
d Equipment ................   59,507 44,334 15,173
e Other .................   27,446 7,217 20,229
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 1,972,656
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) NOXEN BUILDING PROJECT 297,033








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 297,033
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Book value
Federal Income Taxes  
PAYROLL TAXES PAYABLE & ACCRUED LIAB 3,689
SECURITY DEPOSITS 1,100







Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 4,789
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1 1,993,640
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2 2,312,998
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3 -319,358
4 Net unrealized gains (losses) on investments .......................... 4  
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7  
8 Other (Describe in Part XIV.) ................................. 8  
9 Total adjustments (net). Add lines 4 through 8 ......................... 9  
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10 -319,358
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1 1,993,640
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1..................... 3 1,993,640
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIV.) ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total Revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 1,993,640
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1 2,312,998
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIV.) ............ 2d  
e Add lines 2a through 2d...................... 2e  
3 Subtract line 2e from line 1..................... 3 2,312,998
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIV.) ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 2,312,998
Part XIV
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
ACCOUNTING FOR CONSERVATION EASEMENTS SCHEDULE D, PAGE 1, PART II, LINE 9 IF GRANTS ARE OBTAINED TO PURCHASE EASEMENTS, THEY ARE RECORDED AS INCOME IN THE YEAR RECEIVED. THE EASEMENT PURCHASE AND RELATED EXPENSES ARE RECORDED AS AN EXPENSE IN THE YEAR INCURRED. ANY EXPENSE REIMBURSEMENT DUE FROM THE LAND OWNER IS ALSO RECORDED IN THE YEAR INCURRED, OFFSETTING THE EXPENSE. CONSERVATION EASEMENTS ARE REPORTED AT ZERO VALUE ON FORM 990.
Schedule D (Form 990) 2011

Additional Data


Software ID:  
Software Version:  




SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19,or if the organization entered more than $15,000 on Form 990-EZ, line 6a.right arrowAttach to Form 990 or Form 990-EZ. right arrowSee separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
NORTH BRANCH LAND TRUST
 
Employer identification number

23-7755642
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If “Yes,” list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization. Form 990-EZ filers are not required to complete this table.
(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
 
INNOVATIVE RESOURCES GROUP LLC
11 ROUND TABLE ROAD
 
SARATOGA SPRINGS, NY12866 		CONSULTING   No 24,000 12,000 12,000
 
GOALS CONSULTING LLC
30 RELIANCE DRIVE
 
WILKES BARRE, PA18702 		CONSULTING   No 144,075 7,500 136,575
Total .................right arrow 168,075 19,500 148,575
3
List all states in which the organization is registered or licensed to solicit funds or has been notified it is exempt from registration or licensing.
PA
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2011
Schedule G (Form 990 or 990-EZ) 2011
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 on Form 990-EZ, line 6a. List events with gross receipts greater than $5,000.
(a) Event #1

ANNUAL DINNER &
(event type) 		(b) Event #2

 
(event type) 		(c) Other Events

  
(total number) 		(d) Total Events
(Add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 78,778     78,778
2 Less: Charitable
contributions . . . 		24,015     24,015
3 Gross income (line 1
minus line 2) . . . 		54,763     54,763
VerticalDirectExpenses 4 Cash prizes . . .        
5 Non-cash prizes . .        
6 Rent/facility costs . . 4,683     4,683
7 Food and beverages . . 11,239     11,239
8 Entertainment . . . 1,100     1,100
9 Other direct expenses . 14,313     14,313
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 31,335
11 Net income summary. Combine lines 3 and 10 in column (d)............ right arrow 23,428
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (Add col. (a) through col. (c))
1 Gross revenue . . . .        
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
 
 
 
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Combine lines 1 and 7 in column (d) .......... right arrow  
9
Enter the state(s) in which the organization operates gaming activities:
a
Is the organization licensed to operate gaming activities in each of these states? ............
b
If "No," Explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," Explain:
 
11
Does the organization operate gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ..........................
Schedule G (Form 990 or 990-EZ) 2011
Schedule G (Form 990 or 990-EZ) 2011
Page 3
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
 
b
An outside facility ........................
13b
 
14
Provide the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Complete this part to provide additional information for responses to quuestion on Schedule G (see instructions.)
Identifier ReturnReference Explanation
FUNDRAISING VS REIMBURSEMENT EXPLANATION SCHEDULE G PAGE 1 PART I LINE 2B COLUMN V INNOVATIVE RESOURCES GROUP LLC CONTRACTED AMOUNT FOR CONSULTING GOALS CONSULTING LLC CONTRACTED AMOUNT FOR CONSULTING
Schedule G (Form 990 or 990-EZ) 2011
Additional Data


Software ID:  
Software Version:  
SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
NonCash Contributions
Right pointing arrow large imageComplete if the organization answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
NORTH BRANCH LAND TRUST
 
Employer identification number

23-7755642
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of Contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded .        
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		X 1   ZERO VALUE
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ... X 3 1,033,518 FAIR MARKET VALUE
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( MISC ITEMS/SVCS ) X 4 31,382 FAIR MARKET VALUE
26 Other Right pointing arrow large image( )
27 Other Right pointing arrow large image( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it
must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
 
No
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ............................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report revenues in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) 2011
Schedule M (Form 990) 2011
Page 2
Part II
Supplemental Information. Complete this part to provide the information required by Part I, lines 30b,
32b, and 33 and whether the organization is reporting in Part I, column (b) the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Identifier Return Reference Explanation
Schedule M (Form 990) 2011
Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
NORTH BRANCH LAND TRUST
 
Employer identification number

23-7755642
Identifier Return Reference Explanation
ORGANIZATION'S MISSION FORM 990 - ORGANIZATION'S MISSION THE NORTH BRANCH LAND TRUST WORKS IN PARTNERSHIP WITH LANDOWNERS AND THEIR COMMUNITIES TO CONSERVE THE SCENIC, NATURAL AND WORKING LANDSCAPES THAT SUSTAIN US. THE CONSERVATION TOOL OF CHOICE IS THE CONSERVATION EASEMENT. OCCASIONALLY, WE TAKE ON FEE OWNERSHIP OF PROPERTIES THROUGH GRANT FUNDING, OUTRIGHT DONATIONS OR BEQUESTS. THE WORK OF THE LAND TRUST FOCUSES ON THE WATERSHEDS OF THE NORTH BRANCH OF THE SUSQUEHANNA RIVER AND SURROUNDING AREAS. NBLT HAS CONSERVED OR PROTECTED OVER 11,700 ACRES (OF WHICH 1,508 ACRES ARE OWNED BY NBLT), IN NORTHEASTERN PENNSYLVANIA SINCE ITS INCEPTION IN 1994.
EXPLANATION ON VOLUNTEERS AND TYPES OF SERVICES OR BENEFITS FORM 990, PAGE 1, PART I, LINE 6 VOLUNTEERS PROVIDED SERVICES FOR MONITORING, STEWARDSHIP, FUNDRAISING RECORD KEEPING, BULK MAILING, AND OUTDOOR ACTIVITIES.
FIRST ACCOMPLISHMENT DESCRIPTION FORM 990, PAGE 2, PART III, LINE 4A SUSQUEHANNA COUNTY WAS PURCHASED BY NORTH BRANCH LAND TRUST. THE 40-ACRE CONSERVATION AREA IS A MIX OF HABITATS: HARDWOOD FOREST, HEDGEROWS OF MATURE HARDWOODS, SUCCESSIONAL FIELDS AND WOODED AREAS, OLD APPLE ORCHARDS, AN AGRICULTURAL FIELD, WETLANDS, INTERMITTENT AND PERMANENT STREAMS, AND A 1.5 ACRE POND CREATED BY A BEAVER DAM. NUMEROUS SPECIES OF OLD GROWTH TREES, SOME OF RECORD SIZE, ARE SCATTERED THROUGHOUT THE PROPERTY, INCLUDING SEVERAL SPECIES OF HICKORY, RED OAK, AMERICAN BEECH, WHITE ASH AND MAPLES. A NUMBER OF STONEWALLS, MOST IN DISREPAIR, MARK FORMER EDGES OF FIELDS AND PROPERTY. OTHER THAN MOWING OF THE HAYFIELD (A SMALL PORTION OF WHICH LIES WITHIN THE CONSERVATION AREA), THERE IS CURRENTLY NO HUMAN ACTIVITY OCCURRING HERE. OUTSIDE THE BOUNDS OF THE CONSERVATION AREA, THE REST OF THE FARM (65 ACRES) IS COMPRISED OF MATURE AND SUCCESSIONAL FORESTS, AN AGRICULTURAL FIELD AND A POND OF SUBSTANTIAL SIZE. BUILDING STRUCTURES INCLUDE A HISTORIC HOME, BARN AND SEVERAL OLD OUTBUILDINGS, MOSTLY IN DISREPAIR. A NUMBER OF VERY LARGE SPECIMEN TREES, SEVERAL OF WHICH ARE COUNTY RECORDS, ARE ALSO FOUND HERE. AT LEAST ONCE ANNUALLY, THE LAND TRUST MUST VISIT EACH CONSERVED PROPERTY AND EACH PARCEL IT OWNS IN FEE FOR THE PURPOSE OF MONITORING ITS STATUS. SUBSEQUENT VISITS COULD BE TO FOLLOW-UP ON POSSIBLE VIOLATIONS, ACTUAL VIOLATIONS, OR SIMPLY TO INSPECT THE EXERCISE OF A RESERVED RIGHT. DURING THIS FISCAL YEAR, 43 CONSERVATION EASEMENT PROPERTIES COVERING 9,668 ACRES IN EIGHT COUNTIES WERE MONITORED, RE-VISITED, AND/OR INSPECTED BY 15 PEOPLE (STAFF AND VOLUNTEERS). TOTAL HOURS EXPENDED BY STAFF AND VOLUNTEERS TO IMPLEMENT AND MANAGE THE MONITORING PROGRAM PLUS TRAIN NEW VOLUNTEERS WAS 380 HOURS. IN ADDITION, SEVEN FEE PROPERTIES COVERING 1,213 ACRES IN TWO COUNTIES WERE MONITORED BY SEVEN PEOPLE (STAFF AND VOLUNTEERS) IN 37.25 HOURS.
SECOND ACCOMPLISHMENT DESCRIPTION FORM 990, PAGE 2, PART III, LINE 4B CRITICAL FINANCIAL SUPPORT. NORTH BRANCH LAND TRUST ALSO THANKS CAN DO PRESIDENT, KEVIN O'DONNELL, AND HIS STAFF FOR THEIR TIME AND EFFORT IN MAKING THIS PROJECT A REALITY. LOCATED IN THE HEART OF THE VALMONT INDUSTRIAL PARK, THIS UNIQUE PROPERTY BOASTS A VARIETY OF EXCEPTIONAL FLORA AND FAUNA, INTERESTING TOPOGRAPHICAL FEATURES, AND EVEN REMNANTS OF OUR INDUSTRIAL PAST IN THE FORM OF OLD RAILROAD BEDS. TWO COLD WATER STREAMS, CRANBERRY CREEK AND BLACK CREEK, CONVERGE ON THE PROPERTY. REPRESENTATIVES OF THE INTERNATIONAL NATIVE ORCHID CONFERENCE, INC. HAVE VISITED THE VALMONT BOG PROPERTY MANY TIMES AND HAVE AFFIRMED THAT IT IS WITHOUT EQUAL IN THIS PART OF THE COUNTRY; ONLY THE NEW JERSEY PINELANDS RESERVE CAN COMPARE IN TERMS OF ITS SIGNIFICANCE WITH REGARD TO ORCHID FLORA ACCORDING TO THE CONFERENCE. FUNDING FOR THE PROJECT CAME FROM A COMMUNITY CONSERVATION PARTNERSHIPS PROGRAM GRANT AWARD TO NBLT FROM THE PENNSYLVANIA DEPARTMENT OF CONSERVATION AND NATURAL RESOURCES. FUNDING FOR THESE GRANTS COMES FROM KEYSTONE RECREATION, PARK AND CONSERVATION FUND (KEY93), THE ENVIRONMENTAL STEWARDSHIP FUND, THE GROWING GREENER BOND FUND AND FEDERAL FUNDING SOURCES. ANOTHER IMPORTANT PIECE OF NORTHEASTERN PENNSYLVANIA'S NATURAL HERITAGE HAS BEEN CONSERVED THE STAFF AT NBLT WILL BE WORKING WITH ALL STAKEHOLDERS TO ESTABLISH A MASTER PLAN FOR THE SANCTUARY THAT WILL PROTECT THIS UNIQUE RESOURCE. IN DECEMBER 2011 NORTH BRANCH LAND TRUST COMPLETED THE ACQUISITION OF 118 ACRES IN HAZLE TOWNSHIP, LUZERNE COUNTY. THE PROPERTY IS KNOWN AS THE BUTLER PRESERVE AND HOSTS GLOBALLY RARE SCRUB OAK BARRENS AND ITS OBLIGATE FLORA AND FAUNA, IN ADDITION TO WETLANDS AND A RIPARIAN FOREST ALONG THE DRECK CREEK RESERVOIR. THE ESTABLISHED GREATER HAZLETON RAILS-TO-TRAILS SYSTEM INTERSECTS THE PROPERTY FOR NEARLY 1/2 MILE AND IS EMBRACED AND USED BY OVER 30,000 OUTDOOR ENTHUSIASTS ON A YEARLY BASIS. NORTH BRANCH LAND TRUST (NBLT) WORKED COLLABORATIVELY OVER THE PAST TWO YEARS WITH THE FORMER PROPERTY OWNER BUTLER ENTERPRISES, INC., THE PENNSYLVANIA DEPARTMENT OF CONSERVATION AND NATURAL RESOURCES (DCNR), AND THE GREATER HAZLETON AREA CIVIC PARTNERSHIP TO MAKE THE PROJECT A REALITY. THIS ACQUISITION PROJECT BY NBLT ADVANCES PENNSYLVANIA'S DEPARTMENT OF CONSERVATION AND NATURAL RESOURCES (DCNR'S) ACTION PLAN GOALS AND KEYSTONE PRINCIPLES BY: FULFILLING A GOAL OF THE OPEN SPACE, GREENWAYS & OUTDOOR RECREATION MASTER PLAN FOR LACKAWANNA AND LUZERNE COUNTIES; PROVIDING GREATER HAZLETON RAILS-TO-TRAILS THE OPPORTUNITY TO DEVELOP ADDITIONAL SPUR AND LOOP TRAILS ON THE PROPERTY; HELPING HAZLE TOWNSHIP MANAGE GROWTH AND REDUCE THE LOSS OF OPEN SPACE; EDUCATING THE PUBLIC ABOUT THE PROTECTION AND MANAGEMENT OF IMPORTANT ECOLOGICAL LANDS AND WILDLIFE HABITAT; ACQUIRING LAND THAT PROTECTS WATERSHEDS, CONSERVES BIOLOGICALLY IMPORTANT AREAS, AND CREATES CONNECTIONS WITH OTHER RECREATIONAL OUTDOOR OPPORTUNITIES; AND INCREASING CITIZENS' AND VISITORS' ABILITY TO EXPERIENCE THE OUTDOORS BY ALLOWING FOR PUBLIC ACCESS. NBLT WILL BE WORKING TO ESTABLISH A MASTER STEWARDSHIP PLAN FOR THE PRESERVE THAT WILL ENSURE THE PROTECTION OF THE RARE NATURAL COMMUNITIES WHILE ALLOWING FOR PASSIVE PUBLIC RECREATION ACTIVITIES. NBLT THANKS BUTLER ENTERPRISES AND ALL PROJECT STAKEHOLDERS FOR THEIR COMMITMENT TO THE CONSERVATION OF THE REGIONS IMPORTANT NATURAL ASSETS. FUNDING FOR THE PROJECT CAME FROM A COMMUNITY CONSERVATION PARTNERSHIPS PROGRAM GRANT AWARD TO NBLT FROM THE PENNSYLVANIA DEPARTMENT OF CONSERVATION AND NATURAL RESOURCES. FUNDING FOR THESE GRANTS COMES FROM KEYSTONE RECREATION, PARK AND CONSERVATION FUND (KEY93), THE ENVIRONMENTAL STEWARDSHIP FUND, THE GROWING GREENER BOND FUND AND FEDERAL FUNDING SOURCES. IN JUNE OF 2012 NORTH BRANCH LAND TRUST ACQUIRED THE 140-ACRE BEAR CREEK LAKE VIEW PROPERTY. THE BEAR CREEK VILLAGE AREA AND THIS PROPERTY ARE LOCATED ON THE WESTERN EDGE OF THE POCONO PLATEAU AND ARE PART OF A UNIQUE-TO-PENNSYLVANIA BOREAL MICROCLIMATE HARBORING A VARIETY OF INTERESTING FLORA AND FAUNA INCLUDING SOME THAT ARE GLOBALLY RARE. NBLT HAS BEEN WORKING IN THIS AREA FOR MANY YEARS AND OUR EFFORTS ALONG WITH THE EFFORTS OF OTHER CONSERVATION PARTNERS HAVE YIELDED IMPRESSIVE RESULTS WITH MANY THOUSANDS OF ACRES CONSERVED. BACK IN 2006 A GROUP OF CONSERVATION-MINDED BEAR CREEK VILLAGE COMMUNITY MEMBERS GOT TOGETHER TO PONDER HOW THEY MIGHT PROTECT THIS TRACT OF LAND FROM FUTURE DEVELOPMENT. ONE WAY WAS TO CONSERVE THE PROPERTY IN PERPETUITY WITH A CONSERVATION EASEMENT. THE GROUP CONTACTED NBLT AND IN 2007 THEY WERE ABLE TO CONSERVE 65 ACRES OF THE EXISTING 140-TRACT. THE REMAINING 75 ACRES WOULD PROVE TO BE A BIT MORE DIFFICULT TO PROTECT BUT CERTAINLY NOT IMPOSSIBLE IN THE EYES OF THE BEAR CREEK VILLAGE COMMUNITY. COMMUNITY LEADERS CONTACTED NBLT AGAIN IN 2009 TO DISCUSS WAYS THEY MIGHT PROTECT THE REMAINING ACREAGE. AFTER MANY MEETINGS WITH THE COMMUNITY AND THE LANDOWNERS IT WAS DETERMINED THAT PURCHASING THE REMAINING ACREAGE WOULD BE THE BEST OPTION. OVER THE NEXT THREE YEARS, THE COMMUNITY WORKED DILIGENTLY AND IN TANDEM WITH US TO RAISE THE NECESSARY FUNDS. IN EARLY JUNE, THE LANDOWNERS CONVEYED THE ENTIRE 140-ACRE TRACT TO NBLT. THE ENTIRE STAFF AND BOARD OF DIRECTORS OF NBLT ARE GRATEFUL TO HAVE BEEN PART OF THIS WONDERFUL CONSERVATION PROJECT. THIS CONSERVATION EFFORT IS A SHINING EXAMPLE OF WHAT ONE COMMUNITY CAN DO TO PROTECT THOSE SPECIAL SCENIC AND NATURAL LANDSCAPES THAT SUSTAIN US. ANOTHER IMPORTANT PIECE OF NORTHEASTERN PENNSYLVANIA'S NATURAL HERITAGE HAS BEEN CONSERVED. THE STAFF AT NBLT WILL BE WORKING WITH ALL STAKEHOLDERS TO ESTABLISH A MASTER PLAN FOR THE PRESERVE. FUNDING FOR THE PROJECT CAME FROM A COMMUNITY CONSERVATION PARTNERSHIPS PROGRAM GRANT AWARD TO NBLT FROM THE PENNSYLVANIA DEPARTMENT OF CONSERVATION AND NATURAL RESOURCES. FUNDING FOR THESE GRANTS COMES FROM KEYSTONE RECREATION, PARK AND CONSERVATION FUND (KEY93), THE ENVIRONMENTAL STEWARDSHIP FUND, THE GROWING GREENER BOND FUND AND FEDERAL FUNDING SOURCES. OTHER FEE LANDS ACQUIRED BY THE LAND TRUST PRIOR TO THE START OF THIS FISCAL YEAR (JULY 1, 2011) INCLUDE: THE NOXEN DEPOT (0.5902 ACRES), THE HOWLAND PRESERVE (669.1720 ACRES), HARVEY'S HARVEYVILLE WOODLOT (3.70 ACRES), THE MONTAGE MOUNTAIN WILDFLOWER SANCTUARY (18.2670 ACRES), HANOVER CROSSINGS MARSH (40.26 ACRES), AND THE GEORGE AND LILLIAN PICTON WILDLIFE SANCTUARY 459.56 ACRES). THERE IS NO CHANGE IN THE STATUS OF THE NOXEN DEPOT. ADDITIONAL DOLLARS ARE BEING SOUGHT TO COMPLETE THIS REHABILITATION PROJECT. BOTH THE HARVEYVILLE WOODLOT AND THE MONTAGE PROPERTY ARE SIMPLY BEING MANAGED. THEY ARE ONLY OPEN TO THE PUBLIC DURING AN ORGANIZED LAND TRUST ACTIVITY. THE HANOVER CROSSINGS MARSH AND THE PICTON WILDLIFE SANCTUARY ARE PRESERVES THAT ARE OPEN TO THE PUBLIC FROM DAWN TO DUSK. THE HOWLAND PRESERVE CONTINUES TO BE IMPROVED AND UPDATED WHERE APPLICABLE AND IS A PRESERVE OPEN TO THE PUBLIC FROM DAWN TO DUSK. IT CONTINUES TO BE ENROLLED IN THE PENNSYLVANIA GAME COMMISSION'S PUBLIC ACCESS PROGRAM. UPGRADES TO THE HOWLAND PRESERVE BOAT LAUNCH WERE COMPLETED IN AUGUST OF 2011. MODEST RENOVATIONS WERE DONE TO ONE OF THE RENTAL PROPERTIES ON THE PRESERVE WHICH INCLUDED BUT WERE NOT LIMITED TO ELECTRICAL WORK, FURNACE REPLACEMENT AND NEW CARPETING. THE TENANTS IN THE OTHER RENTAL UNIT ON THE PROPERTY MOVED OUT AND THIS UNIT IS EMPTY. THE CANAL SYSTEM RUNNING THROUGH THE PRESERVE IS BEING SURVEYED BY DUCKS UNLIMITED FOR THE PURPOSE OF CREATING WETLANDS FOR WILDLIFE. TRIMMING OF THE LANDSCAPING AND REMOVAL OR TRIMMING OF HAZARD TREES ARE PART OF THE ROUTINE MAINTENANCE.
THIRD ACCOMPLISHMENT DESCRIPTION FORM 990, PAGE 2, PART III, LINE 4C THE LAND TRUST OR IN PARTNERSHIP WITH OTHER GROUPS: 7/30/2011 - NBLT ANNUAL CANOE AND KAYAK TRIP DOWN THE NORTH BRANCH OF THE SUSQUEHANNA RIVER (OUTDOOR PROGRAMING) 8/21/2011 - NBLT ANNUAL PICNIC AND OUTREACH EVENT AT THE TRUSTS HOWLAND PRESERVE ON THE VOSBURG NECK, WASHINGTON TOWNSHIP PA (OUTDOOR PROGRAMING) 10/8/2011 - NBLT HOWLAND PRESERVE CLEANUP ON THE VOSBURG NECK, WASHINGTON TOWNSHIP PA 10/13/2011 TO 10/16/2011 NBLT STAFF MEMBERS ATTEND NATIONAL LAND TRUST ALLIANCE RALLY IN MILWAUKEE WISCONSIN (TRAINING) 12/7/2011 - NBLT HOLIDAY GATHERING AND OUTREACH EVENT WITH YEAR IN REVIEW PRESENTATION BY STAFF (OUTREACH) 3/8/2012 - PENNSYLVANIA DEPARTMENT OF CONSERVATION AND NATURAL RESOURCES GRANT WORKSHOP (STAFF TRAINING) 4/14/2012 - ASHLEY PLANES HISTORIC COG RAILROAD WALK AND TOUR WITH VOLUNTEER DAVE ESTEP (OUTDOOR PROGRAMING) 4/20/2012 - HANOVER CROSSINGS MARSH PROPERTY CLEANUP DAY WITH HANOVER AREA SCHOOL DISTRICT, CORPORATE AND MUNICIPAL SUPPORT (OUTDOOR PROGRAMING) 5/4/2012 - NBLT STAFF PARTICIPATION IN THE PENNSYLVANIA LAND TRUST ALLIANCE CONFERENCE AND SEMINARS (OUTREACH AND TRAINING) 6/24/2012 - NBLT MEMBERS AND GUESTS VALMONT BOG SANCTUARY NATIVE ORCHID WALK WITH ORCHID EXPERT BOB SPRAGUE (OUTDOOR PROGRAMING) 6/29/2012 AND 6/30/2012 - OPERATION NORTH BRANCH - SUSQUEHANNA RIVER CLEANUP WITH VARIOUS NON-PROFITS AND CORPORATE SUPPORT (OUTDOOR PROGRAMING) AS A COMMUNITY-BASED NONPROFIT LAND CONSERVATION ORGANIZATION, NBLT MUST ENSURE THAT IT IS SUSTAINABLE AS AN ORGANIZATION AND THEREFORE ABLE TO STEWARD ITS CONSERVED LANDS IN PERPETUITY. DURING THIS FISCAL YEAR, NBLT STAFF, BOARD AND VOLUNTEERS CARRIED FORWARD ITS SUSTAINABILITY PROJECT. THE LAND TRUST UNDERTOOK THE PROJECT IN AN EFFORT TO EDUCATE ITS HUNDREDS OF MEMBERS, SUPPORTERS, AND ALLIED ORGANIZATIONS LOCALLY AND NATIONALLY ON THE IMPORTANCE OF BUILDING A SUSTAINABLE ORGANIZATION. THE ULTIMATE GOAL OF THE PROJECT IS TO GROW THE TRUST'S ENDOWMENT TO A SUSTAINABLE LEVEL. THIS IS THE FIRST TIME THAT NBLT REACHED OUT TO THE COMMUNITY FOR CAPITAL SUPPORT. THE PROJECT WILL BE ONGOING. THE NBLT WEBSITE IS A SIGNIFICANT TOOL FOR EDUCATION. VISITORS ARE ABLE TO GET A SENSE OF THE WORK THAT NBLT DOES AS WELL AS WHERE IT HAPPENS AND HOW. NBLT MEMBERS WHO SO CHOOSE RECEIVE E-BLASTS THAT CONTAIN SHORT INFORMATIONAL ARTICLES OR LINKS ABOUT UPCOMING EVENTS OR NEWSWORTHY INFORMATION. "THE HORIZON," NBLT'S NEWSLETTER, IS SENT AT LEAST TWICE A YEAR TO OVER 2,300 RECIPIENTS.
ALL OTHER ACCOMPLISHMENT DESCRIPTION FORM 990, PAGE 2, PART III, LINE 4D DEPRECIATION
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 FORM 990, PAGE 6, PART VI, LINE 11B AT LEAST 5 TO 10 BUSINESS DAYS PRIOR TO FILING FORM 990, A DRAFT OF THE COMPLETED 990 IS PROVIDED TO THE FINANCE COMMITTEE OR A DESIGNATED COMMITTEE MEMBER. ANY QUESTIONS WILL BE REVIEWED WITH THE PREPARER AND ANY APPROPRIATE MODIFICATIONS WILL BE MADE TO THE RETURN. AT LEAST 24 HOURS PRIOR TO THE FILING OF FORM 990, A DRAFT EMAIL COPY IS DISTRIBUTED TO ALL BOARD MEMBERS FOR THEIR INFORMATION AND REVIEW. SATISFACTION OF THE ABOVE REQUIREMENTS WILL PERMIT AN OFFICER OF THE ORGANIZATION TO SIGN FORM 990.
ENFORCEMENT OF CONFLICTS POLICY FORM 990, PAGE 6, PART VI, LINE 12C CONFLICT OF INTEREST DISCLOSURES ARE REQUIRED ANNUALLY FROM ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS AND ANNUAL FORM 990 ARE AVAILABLE ON THE PUBLIC INFORMATION PAGE OF THE ORGANIZATION'S WEBSITE. THESE DOCUMENTS ARE ALSO AVAILABLE FOR INSPECTION UPON REQUEST DURING NORMAL BUSINESS HOURS AT THE PHYSICAL LOCATION OF THE ORGANIZATION.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2011

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