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 private foundations)
MediumBullet Do not enter Social Security numbers on this form as it may be made public. By law, the IRS
generally cannot redact the information on the form.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
A For the 2013 calendar year, or tax year beginning 01-01-2013 , 2013, and ending 12-31-2013
BCheck if applicable:
CName of organization
LAND TRUST ALLIANCE INC
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
1660 L STREET NW NO 1100
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WASHINGTON, DC20036
D Employer identification number

04-2751357
E Telephone number

G Gross receipts $ 12,715,436
F Name and address of principal officer:
RAND WENTWORTH
1660 L STREET NW
WASHINGTON,DC20036
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.LANDTRUSTALLIANCE.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1982
M State of legal domicile: MA
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: TO SAVE THE PLACES PEOPLE LOVE BY STRENGTHENING LAND CONSERVATION ACROSS AMERICA.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 23
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 23
5 Total number of individuals employed in calendar year 2013 (Part V, line 2a) ...... 5 72
6 Total number of volunteers (estimate if necessary) ............. 6 300
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 2,100
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b -115
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 17,470,117 9,236,564
9 Program service revenue (Part VIII, line 2g) ......... 1,042,342 1,094,419
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... -30,870 164,701
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 0 0
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 18,481,589 10,495,684
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 2,588,259 2,966,096
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 4,746,267 5,365,801
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 104,525 31,895
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet2,243,479    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 3,572,996 3,656,766
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 11,012,047 12,020,558
19 Revenue less expenses. Subtract line 18 from line 12....... 7,469,542 -1,524,874
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 19,785,775 18,839,679
21 Total liabilities (Part X, line 26)............. 1,072,847 1,265,900
22 Net assets or fund balances. Subtract line 21 from line 20..... 18,712,928 17,573,779
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 MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2013)
Form 990 (2013)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: SEE SCHEDULE O.
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 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 $ 6,866,256 including grants of $ 2,943,555 ) (Revenue $ 923,419 )
SEE SCHEDULE O.
4b (Code:   ) (Expenses $ 1,995,129 including grants of $ 22,541 ) (Revenue $   )
SEE SCHEDULE O.
4c (Code:   ) (Expenses $ 464,989 including grants of $   ) (Revenue $ 171,000 )
SEE SCHEDULE O.
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet9,326,374
Form 990 (2013)
Form 990 (2013)
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 (see instructions)? 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 IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment........
4
Yes
 
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 IIIClick to see attachment............................
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
 
No
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 for escrow or custodial account liability; 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, line 10?
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 VIIClick 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 VIIIClick 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 IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick 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 XClick to see attachment.........................
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
 
No
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 and XII is optional Click to see attachment
12b
Yes
 
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, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
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 I (see instructions).... Click 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
 
No
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 hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2013)
Form 990 (2013)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II... Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 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....................... Click to see attachment
23
Yes
 
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 lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................
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
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If so, 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 direct or indirect 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 M..Click 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
 
No
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........ Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1........................ Click to see attachment
34
Yes
 
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
 
 
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............. Click to see attachment
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 VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2013)
Form 990 (2013)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
69
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
Yes
 
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
72
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” to line 3b, 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, securities account, or other financial 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 as charitable contributions?...
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
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
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. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the 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 amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2013)
Form 990 (2013)
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 or note to any line 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 .....................
1a
23
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
23
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 this 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
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
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
AK , AL , AR , AZ , CA , CO , CT , DC , FL , GA , IL , KS , KY , MA , ME , MD , MI , MS , MN , NC , NH , NJ , NM , NY , OH , OK , OR , PA , RI , SC , TN , UT , VA , WA , WI , WV
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:
MediumBulletMARILYN M AYRES1660 L STREET NW SUITE 1100WASHINGTONDC20036 (202) 800-2235
Form 990 (2013)
Form 990 (2013)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line 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. 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 organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) DAVID ANDERSON........................................................................
DIRECTOR - KETCHUM, ID
 3.00
.......................   		X           0 0 0
(2) JEAN NELSON........................................................................
DIRECTOR - NASHVILLE, TN
 3.00
.......................   		X           0 0 0
(3) EDWARD H LADD........................................................................
SECRETARY/TREAS, DOVER, MA
 3.00
.......................   		X   X       0 0 0
(4) MARIA ELENA CAMPISTEGUY........................................................................
DIRECTOR - PORTLAND, OR
 3.00
.......................   		X           0 0 0
(5) LAUREN DACHS........................................................................
DIRECTOR - SAN FRANCISCO,CA
 3.00
.......................   		X           0 0 0
(6) MICHAEL DOWLING........................................................................
CHAIR - DENVER, CO
 3.00
.......................   		X   X       0 0 0
(7) OGDEN DRISKILL........................................................................
DIRECTOR - DEVLIS TOWER, WV
 3.00
.......................   		X           0 0 0
(8) BELINDA FAUSTINOS........................................................................
DIRECTOR - S. SAN GABRIEL,CA
 3.00
.......................   		X           0 0 0
(9) JAMESON FRENCH........................................................................
VICE CHAIR - PORTSMOUTH, NH
 3.00
.......................   		X   X       0 0 0
(10) DAVID HARTWELL........................................................................
DIRECTOR - MINNEAPOLIS, MN
 3.00
.......................   		X           0 0 0
(11) SHERRY HUBER........................................................................
DIRECTOR -FALMOUTH, ME
 3.00
.......................   		X           0 0 0
(12) LAURA JOHNSON........................................................................
DIRECTOR - CONCORD, MA
 3.00
.......................   		X           0 0 0
(13) LAWRENCE KUETER........................................................................
DIRECTOR - DENVER, CO
 3.00
.......................6.00 		X           0 0 0
(14) GLENN LAMB........................................................................
DIRECTOR - VANCOUVER, WA
 3.00
.......................   		X           0 0 0
(15) FERNANDO LLOVERAS........................................................................
DIRECTOR - SAN JUAN, PR
 3.00
.......................   		X           0 0 0
(16) MARY MCFADDEN........................................................................
DIRECTOR - CHAGRIN FALSS, OH
 3.00
.......................   		X           0 0 0
(17) FREDERIC RICH........................................................................
DIRECTOR - GARRISON, NY
 3.00
.......................   		X           0 0 0
Form 990 (2013)
Form 990 (2013)
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 (list any hours for related organizations below dotted line) 		(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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) ROBERT A AYRES........................................................................
DIRECTOR - AUSTIN, TX
 3.00
.......................   		X           0 0 0
(19) ALAN M BELL........................................................................
DIRECTOR - CHICAGO, IL
 3.00
.......................   		X           0 0 0
(20) WILLIAM MULLIGAN........................................................................
DIR. - CHAGRIN FALLS,OH
 3.00
.......................   		X           0 0 0
(21) LAURIE ANDREWS........................................................................
DIRECTOR - JACKSON, WY
 3.00
.......................   		X           0 0 0
(22) PETER HAUSMANN........................................................................
DIRECTOR - NEWTON SQUARE, PA
 3.00
.......................   		X           0 0 0
(23) GEORGE OLSEN........................................................................
DIRECTOR - HELENA, MT
 3.00
.......................   		X           0 0 0
(24) JUDITH STOCKDALE........................................................................
DIRECTOR - CHICAGO, IL
 3.00
.......................   		X           0 0 0
(25) DARRELL WOOD........................................................................
DIRECTOR - VINA, CA
 3.00
.......................   		X           0 0 0
(26) RAND WENTWORTH........................................................................
PRESIDENT
 45.00
.......................   		    X       236,992 0 144,299
(27) MARILYN M AYRES........................................................................
CHIEF OPERATING & FINANCIA
 45.00
.......................   		    X       135,611 0 19,488
(28) MARY POPE M HUTSON........................................................................
EXECUTIVE VICE PRESIDENT
 45.00
.......................   		      X     194,010 0 88,099
(29) RUSSELL SHAY........................................................................
DIRECTOR OF PUBLIC POLICY
 45.00
.......................   		        X   114,320 0 18,073
(30) RENEE KIVIKKO........................................................................
EDUCATION DIRECTOR
 45.00
.......................   		        X   108,285 0 24,843
(31) ERIN HESKETT........................................................................
NATIONAL SERVICES DIRECTOR
 45.00
.......................   		        X   106,936 0 28,491
(32) ROBERT ALDRICH........................................................................
COMMUNICATIONS DIRECTOR
 45.00
.......................   		        X   104,969 0 9,022
(33) DAVID COOPER........................................................................
VICE PRESIDENT
 45.00
.......................   		        X   184,543 0 28,474
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 1,185,666 0 360,789
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet8
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
Yes
 
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
COMMUNITY IT INNOVATORSPO BOX 220278CHANTILLYVA20153 IT SERVICES 134,208
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet1
Form 990 (2013)
Form 990 (2013)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a 8,776
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e 1,927,490
f All other contributions, gifts, grants, and
similar amounts not included above1f 		7,300,298
g Noncash contributions included in lines
1a-1f:$ 		333,012
h Total. Add lines 1a-1f.......MediumBullet 9,236,564
Program Service RevenueAmt Business Code
2a CONFERENCE & WORKSHOPS 900004 837,367 837,367    
b OTHER PROGRAM REVENUE 900004 239,523 237,423 2,100  
c PUBLICATIONS 900004 17,529 17,529    
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 1,094,419
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 132,596     132,596
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties...........MediumBullet        
(i) Real (ii) Personal
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 2,251,817 40
b Less: cost or other basis and sales expenses 2,219,752 0
c Gain or (loss) 32,065 40
d Net gain or (loss)..........MediumBullet 32,105     32,105
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ..
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
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            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet  
12 Total revenue. See Instructions......MediumBullet 10,495,684 1,092,319 2,100 164,701
Form 990 (2013)
Form 990 (2013)
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).Check if Schedule O contains a response or note to any line 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 2,966,096 2,966,096
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 .... 708,414 285,030 176,420 246,964
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 3,660,595 2,518,685 107,701 1,034,209
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 272,941 187,704 8,038 77,199
9 Other employee benefits ....... 417,158 286,884 12,285 117,989
10 Payroll taxes ........... 306,693 210,916 9,032 86,745
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 8,564 8,564    
c Accounting ........... 22,900   22,900  
d Lobbying ........... 111,245 111,245    
e Professional fundraising services. See Part IV, line 17 31,895 31,895
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 809,200 788,644 9,460 11,096
12 Advertising and promotion ....        
13 Office expenses .......        
14 Information technology ...... 343,990 262,604 9,217 72,169
15 Royalties .. 758 758    
16 Occupancy ........... 436,193 319,785 16,624 99,784
17 Travel ............ 533,860 368,629 7,473 157,758
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 487,350 399,862 9,401 78,087
20 Interest ........... 1,320 899 55 366
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 120,291 81,917 4,991 33,383
23 Insurance .............. 25,903 7,595 18,308  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a PRINTING AND PUBLICATIO 286,348 228,282 4,456 53,610
b TELEPHONE 113,417 90,640 6,515 16,262
c POSTAGE AND SHIPPING 98,951 50,422 8,039 40,490
d PROFESSIONAL DEVELOPMEN 55,975 13,818 1,155 41,002
e All other expenses 200,501 137,395 18,635 44,471
25 Total functional expenses. Add lines 1 through 24e 12,020,558 9,326,374 450,705 2,243,479
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 (2013)
Form 990 (2013)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ............. 201 1 201
2 Savings and temporary cash investments ......... 9,813,662 2 9,231,046
3 Pledges and grants receivable, net ........... 6,447,748 3 5,240,774
4 Accounts receivable, net ............. 94,111 4 33,218
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use .............. 56,973 8 54,468
9 Prepaid expenses and deferred charges .......... 265,114 9 199,408
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 1,261,020
b Less: accumulated depreciation ..... 10b 1,018,559 315,455 10c 242,461
11 Investments—publicly traded securities .......... 2,784,842 11 3,831,584
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 ........... 7,669 15 6,519
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 19,785,775 16 18,839,679
Liabilities 17 Accounts payable and accrued expenses ......... 257,017 17 462,655
18 Grants payable ................. 406,169 18 248,353
19 Deferred revenue ................   19 22,237
20 Tax-exempt bond liabilities .............   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Loans and other 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  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
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.................... 409,661 25 532,655
26 Total liabilities. Add lines 17 through 25......... 1,072,847 26 1,265,900
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 2,081,124 27 2,196,352
28 Temporarily restricted net assets ........... 13,536,206 28 12,280,522
29 Permanently restricted net assets ........... 3,095,598 29 3,096,905
Organizations that do not follow SFAS 117 (ASC 958), 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 ........... 18,712,928 33 17,573,779
34 Total liabilities and net assets/fund balances ........ 19,785,775 34 18,839,679
Form 990 (2013)
Form 990 (2013)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
10,495,684
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
12,020,558
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-1,524,874
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
18,712,928
5
Net unrealized gains (losses) on investments ...............
5
385,725
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
0
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
17,573,779
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line 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
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 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?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
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 (2013)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID:  
Software Version:  
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.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
LAND TRUST ALLIANCE INC
 
Employer identification number

04-2751357
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 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
Provide the following information about the supported organization(s).
(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 monetary support
Yes No Yes No Yes No
Total  

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 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) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 8,440,087 7,259,686 11,787,057 17,470,117 9,236,564 54,193,511
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 8,440,087 7,259,686 11,787,057 17,470,117 9,236,564 54,193,511
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).. 7,149,303
6 Public support. Subtract line 5 from line 4. 47,044,208
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
7 Amounts from line 4.. 8,440,087 7,259,686 11,787,057 17,470,117 9,236,564 54,193,511
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 138,939 104,537 94,942 122,531 132,596 593,545
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..            
11 Total support (Add lines 7 through 10). 54,787,056
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here.................................................right arrow
Section C. Computation of Public Support Percentage
14
14
85.870 %
15
15
89.370 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 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) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (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) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (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) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and 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) 2013

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.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Name of the organization
LAND TRUST ALLIANCE INC
 
Employer identification number

04-2751357
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 its Form 990PF, Part I, line 2, 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) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 2
Name of organization
LAND TRUST ALLIANCE INC
  		Employer identification number

04-2751357
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, RESTRICTEDRESTRICTED

$RESTRICTED


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

   
 
 

$  


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

   
 
 

$  


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

   
 
 

$  


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

   
 
 

$  


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

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 3
Name of organization
LAND TRUST ALLIANCE INC
  		Employer identification number

04-2751357
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) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 4
Name of organization
LAND TRUST ALLIANCE INC
  		Employer identification number

04-2751357
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) (2013)

Additional Data


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

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd Bullet See separate instructions.SchCMd Bullet Information about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
If the organization answered "Yes" to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, Part V, line 35c (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
LAND TRUST ALLIANCE INC
 
Employer identification number

04-2751357
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ...................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2013

Schedule C (Form 990 or 990-EZ) 2013
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group
totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ...... 10,000  
b Total lobbying expenditures to influence a legislative body (direct lobbying) ....... 295,571  
c Total lobbying expenditures (add lines 1a and 1b) ................... 305,571  
d Other exempt purpose expenditures ........................ 11,714,987  
e Total exempt purpose expenditures (add lines 1c and 1d) ............... 12,020,558  
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		 751,028  
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) ................. 187,757  
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................ 0  
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................ 0  
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) Total
2a Lobbying nontaxable amount 524,112 693,618 700,602 751,028 2,669,360
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		4,004,040
c Total lobbying expenditures 319,034 267,445 287,127 305,571 1,179,177
d Grassroots nontaxable amount 131,028 173,405 175,151 187,757 667,341
e Grassroots ceiling amount
(150% of line 2d, column (e))		 1,001,012
f Grassroots lobbying expenditures 2,500   2,500 10,000 15,000
Schedule C (Form 990 or 990-EZ) 2013


Schedule C (Form 990 or 990-EZ) 2013
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
 
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
 
 
c
Media advertisements? ....................................
 
 
 
d
Mailings to members, legislators, or the public? .........................
 
 
 
e
Publications, or published or broadcast statements? .......................
 
 
 
f
Grants to other organizations for lobbying purposes? .......................
 
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
 
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
 
 
i
Other activities? ..........................
 
 
 
j
Total. Add lines 1c through 1i ...............................
 
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ............................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, line 2; and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C (Form 990 or 990EZ) 2013

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. SchDMd Bullet Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
LAND TRUST ALLIANCE INC
 
Employer identification number

04-2751357
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  
b Total acreage restricted by conservation easements .................. 2b  
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 Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
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 Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, 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 XIII, 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 Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, 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 XIII.
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 XIII 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 XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 3,577,843 3,341,289 1,817,590 1,440,372 1,068,828
b Contributions ........ 1,307 4,025 1,564,357 175,000 50,000
c Net investment earnings, gains, and losses 507,446 310,529 12,342 202,218 321,544
d Grants or scholarships ..... 88,500 75,000 50,000    
e Other expenditures for facilities
and programs ........ 		3,000 3,000 3,000    
f Administrative expenses ....          
g End of year balance ...... 3,995,096 3,577,843 3,341,289 1,817,590 1,440,372
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet100.000 %
c
Temporarily restricted endowment SchDMd Bullet  
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
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. 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 .................      
b Buildings ................        
c Leasehold improvements ............   410,919 273,821 137,098
d Equipment ................   850,101 744,738 105,363
e Other .................        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 242,461
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. 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. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (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. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes  
DEFERRED COMPENSATION 130,908
DEFERRED RENT 258,959
CAPITAL LEASE OBLIGATION 12,268
CONDITIONAL CONTRIBUTION 130,520





Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 532,655
2. Liability for uncertain tax positions In Part XIII, 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 (ASC 740). Check here if the text of the footnote has been provided in Part XIII ..................................................
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 11,677,310
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 385,725
b Donated services and use of facilities ......... 2b 459
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d 934,942
e Add lines 2a through 2d ..................... 2e 1,321,126
3 Subtract line 2e from line 1..................... 3 10,356,184
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 XIII.) ........... 4b 139,500
c Add lines 4a and 4b....................... 4c 139,500
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 10,495,684
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 12,658,597
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a 459
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d 777,080
e Add lines 2a through 2d...................... 2e 777,539
3 Subtract line 2e from line 1..................... 3 11,881,058
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 XIII.) ............ 4b 139,500
c Add lines 4a and 4b....................... 4c 139,500
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 12,020,558
Part XIII
Supplemental Information
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, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART V, LINE 4: THE BERKLEY ENDOWMENT IS TO BE USED FOR ACCREDITATION OF LAND TRUSTS TO BUILD AND RECOGNIZE STRONG LAND TRUSTS, FOSTER PUBLIC CONFIDENCE IN LAND CONSERVATION AND HELP ENSURE THE LONG-TERM PROTECTION OF CONSERVED LAND. THE KINGSBURY BROWNE AWARD ENDOWMENT IS TO BE USED FOR THE ALLIANCE EXPENSES OF THIS CONSERVATION LEADERSHIP AWARD GIVEN ANNUALLY IN MEMORY OF KINGSBURY BROWNE.
PART XI, LINE 2D, OTHER: REPRESENTS REVENUE FROM THE LAND TRUST ACCREDITATION COMMISSION WHICH ARE PART OF THE CONSOLIATED AUDITED FINANCIAL STATEMENTS. PART XI, LINE 4B, OTHER: INTER-ORGANIZATIONAL TRANSFERS PART XII, LINE 2D, OTHER: REPRESENTS EXPENSES FROM THE LAND TRUST ACCREDITATION COMMISSION WHICH ARE PART OF THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS. PART XII, LINE 4B, OTHER: INTER-ORGANIZATIONAL TRANSFERS
SCHEDULE D, PART X, OTHER LIABILITIES, LINE 2: THE ORGANIZATION ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. THE ORGANIZATION HAS IDENTIFIED ITS TAX STATUS AS A TAX-EXEMPT ENTITY AS ITS ONLY SIGNIFICANT TAX POSITION; HOWEVER, THE ORGANIZATION HAS DETERMINED THAT SUCH TAX POSITION DOES NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE ORGANIZATION IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. THE ORGANIZATIONS FEDERAL AND STATE TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED.
Schedule D (Form 990) 2013

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.
right arrowInformation about Schedule G (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
LAND TRUST ALLIANCE INC
 
Employer identification number

04-2751357
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
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.
(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
 
THE COMPASS GROUP
6815 ORINOCO CIRCLE
 
BLOOMFIELD HILLS, MI48301 		CAMPAIGN CONSULTING   No 0 25,745 -25,745
 
CONVENANT CALLS LLC
1539 FALL RIVER AVE
 
SEEKONK, MA02881 		PROSPECT RESEARCH   No 0 6,150 -6,150
             
             
             
             
             
             
             
             
Total .................right arrow   31,895 -31,895
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
AL, AK, AZ, AR, CA, CO, CT, DC, FL, GA, IL, KS, KY, ME, MD, MA, MI, MN, MS, NH, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, TN, UT, VA, WA, WI, WV
For Paperwork Reduction Act Notice, see the Instructions for Form 990or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2013
Schedule G (Form 990 or 990-EZ) 2013
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 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.
(a) Event #1

 
(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 . . .        
2 Less: Contributions . .        
3 Gross income (line 1
minus line 2) . . . 		       
VerticalDirectExpenses 4 Cash prizes . . .        
5 Noncash prizes . .        
6 Rent/facility costs . .        
7 Food and beverages .        
8 Entertainment . . .        
9 Other direct expenses .        
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow  
11 Net income summary. Subtract line 10 from line 3, column (d)........... right arrow  
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. Subtract line 7 from line 1, 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:
 
Schedule G (Form 990 or 990-EZ) 2013
Schedule G (Form 990 or 990-EZ) 2013
Page 3
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? ..........................
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
%
b
An outside facility ........................
13b
%
14
Enter 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 of the third party:
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
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v), and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also complete this part to provide any additional information (see instructions).
Return Reference Explanation
Schedule G (Form 990 or 990-EZ) 2013
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
LAND TRUST ALLIANCE INC
 
Employer identification number
04-2751357
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) ADIRONDACK LAND TRUSTNATURE CONSERVANCY
PO BOX 65
KEENE VALLEY,NY12943 		22-2559576 501(C)(3) 20,000       CAPACITY-BUILDING
(2) AGRICULTURAL STEWARDSHIP ASSOCIATION
14 MAIN STREET SUITE 100
GREENWICH,NY12834 		22-3084628 501(C)(3) 18,000       CAPACITY-BUILDING
(3) AMERICAN FARMLAND TRUST
112 SPRING STREET
SARATOGA SPRINGS,NY12866 		52-1190211 501(C)(3) 35,000       CAPACITY-BUILDING
(4) AUDUBON INTERNATIONAL
120 DEFREEST DRIVE
TROY,NY12180 		14-1698061 501(C)(3) 7,500       CAPACITY-BUILDING
(5) BATTENKILL CONSERVANCY
226 MACDOUGAL LAKE RD
COSSAYUNIA,NY12823 		14-1774022 501(C)(3) 8,000       CAPACITY-BUILDING
(6) BITTER ROOT LAND TRUST
PO BOX 1806
HALMITON,MT59840 		31-1595967 501(C)(3) 7,500       CAPACITY-BUILDING
(7) BLUE MOUNTAIN CONSERVANCY
PO BOX 666
LA GRANDE,OR97850 		26-0805038 501(C)(3) 24,600       CAPACITY-BUILDING
(8) BLUE MOUNTAIN LAND TRUST
PO BOX 1473
WALLA WALLA,WA99362 		91-1989279 501(C)(3) 51,868       CAPACITY-BUILDING
(9) CAPITAL DISTRICT COMMUNITY GARDENS
40 RIVER STREET
TROY,NY12180 		14-1596291 501(C)(3) 20,000       CAPACITY-BUILDING
(10) CAZENOVIA PRESERVATION FOUNDATION
PO BOX 627
CAZENOVIA,NY13035 		16-6101151 501(C)(3) 10,000       CAPACITY-BUILDING
(11) CENTRAL COAST LAND CONSERVANCY
PO BOX 1344
DEPOE BAY,OR97341 		93-1212171 501(C)(3) 25,795       CAPACITY-BUILDING
(12) CHAMPLAIN AREA TRAILS INC
6482 MAIN STREET
WESTPORT,NY12993 		26-4004845 501(C)(3) 18,000       CAPACITY-BUILDING
(13) CHAUTAUQUA WATERSHED CONSERVANCY
413 N MAIN STREET
JAMESTOWN,NY98661 		16-1389010 501(C)(3) 15,000       CAPACITY-BUILDING
(14) COALITION OF OREGON LAND TRUST
322 NW 5TH AVENUE
PORTLAND,OR97209 		45-1510255 501(C)(3) 5,472       CAPACITY-BUILDING
(15) COLUMBIA LAND CONSERVANCY
PO BOX 12037
CHATHAM,NY12037 		22-2757332 501(C)(3) 50,000       CAPACITY-BUILDING
(16) COLUMBIA LAND TRUST
1351 OFFICERS ROW
VANCOUVER,WA98661 		94-3140861 501(C)(3) 57,157       CAPACITY-BUILDING
(17) CRAGSMOOR CONSERVANCY
PO BOX 38
CRAGSMOOR,NY14240 		22-3811923 501(C)(3) 8,000       CAPACITY - BUILDING
(18) DAMARISCOTTE LAKE WATERSHED ASSOC
PO BOX 3
JEFFERSON,ME04348 		01-0343953 501(C)(3) 6,500       CAPACITY-BUILDING
(19) DELAWARE HIGHLANDS CONSERVANCY
PO BOX 218
HAWLEY,PA18428 		23-2804664 501(C)(3) 25,000       CAPACITY-BUILDING
(20) DESCHUTES LAND TRUST
210 NW IRVING AVENUE
BEND,OR97701 		93-1186407 501(C)(3) 44,890       CAPACITY-BUILDING
(21) DUTCHESS LAND CONSERVANCY
PO BOX 138
MILLBROOK,NY12545 		14-1667526 501(C)(3) 25,000       CAPACITY-BUILDING
(22) EDMUND NILES HUYCK PRESERVE
5052 DELAWARE TURNPIKE
RENSSELAERVILLE,NY12147 		14-1338387 501(C)(3) 18,000       CAPACITY-BUILDING
(23) ESOPUS CREEK CONSERVANCY
37 OAKLEDGE PARK
SAUGERTIES,NY12477 		20-0022974 501(C)(3) 15,000       CAPACITY-BUILDING
(24) FINGER LAKES LAND TRUST
202 E COURT STREET
ITHACA,NY14850 		22-2983688 501(C)(3) 45,000       CAPACITY-BUILDING
(25) FLORIDA WATER AND LAND LEGACY
316 WILLIAMS STREET
TALLAHASSEE,FL32303 		46-0560492 501(C)(3) 10,000       CAPACITY-BUILDING
(26) FRIENDS OF THE COLUMBIA GORGE LAND TRUST
522 SW 5TH AVENUE SUITE 720
PORTLAND,OR97204 		93-0782467 501(C)(3) 38,000       CAPACITY-BUILDING
(27) GENESEE LAND TRUST
46 PRINCE STREET
ROCHESTER,NY14607 		22-3033712 501(C)(3) 75,000       CAPACITY-BUILDING
(28) GENESEE VALLEY CONSERVANCY
PO BOX 73
GENESEO,NY14454 		23-3061147 501(C)(3) 8,250       CAPACITY-BUILDING
(29) GRASSROODS GARDENS OF BUFFALO
2495 MAIN STREET
BUFFALO,NY14214 		16-1479159 501(C)(3) 49,000       CAPACITY-BUILDING
(30) GREAT SWAMP CONSERVANCY
8375 NORTH MAIN STREET
CANASTOTA,NY13032 		16-1529688 501(C)(3) 15,600       CAPACITY-BUILDING
(31) GREEN GUERILLAS
232 E 11TH STREET
NEW YORK,NY10003 		13-2903183 501(C)(3) 30,000       CAPACITY-BUILDING
(32) GREENBELT LAND TRUST
PO BOX 1721
CORVALLIS,OR97339 		94-3113836 501(C)(3) 40,800       CAPACITY-BUILDING
(33) GREENE LAND TRUST
PO BOX 399
BALTIMORE,NY12154 		20-2696414 501(C)(3) 15,400       CAPACITY-BUILDING
(34) HEART OF THE LAKES CENTER FOR LAND CONSERVATION POLICY
300 NORTH BRIDGE STREET
GRAND LEDGE,MI48837 		03-0548515 501(C)(3) 10,000       CAPACITY-BUILDING
(35) HUDSON HIGHLANDS LAND TRUST
PO BOX 226
GARRISON,NY10524 		13-3528266 501(C)(3) 60,000       CAPACITY-BUILDING
(36) INDIAN RIVER LAKES CONSERVANCY
PO BOX 27
REDWOOD,NY13679 		16-1555636 501(C)(3) 39,250       CAPACITY-BUILDING
(37) KENNEBEC LAND TRUST
PO BOX 261
WINTHROP,ME04364 		01-0440729 501(C)(3) 6,500       CAPACITY-BUILDING
(38) KINGSTON LAND TRUST
28 PRESIDENTS PLACE
KINGSTON,NY12401 		26-2938986 501(C)(3) 28,000       CAPACITY-BUILDING
(39) KLAMATH LAKE LAND TRUST
212 S 9TH STREET
KLAMATH FALLS,OR97601 		27-2927649 501(C)(3) 43,500       CAPACITY-BUILDING
(40) LAKE CHAMPLAIN LAND TRUST
1 MAIN STREET STE 205
BURLINGTON,VT05401 		03-0267331 501(C)(3) 30,000       CAPACITY-BUILDING
(41) LAKE GEORGE LAND CONSERVANCY
PO BOX 1250
BOLTON LAND,NY12814 		22-2902944 501(C)(3) 15,000       CAPACITY-BUILDING
(42) LAND TRUST ACCREDITATION COMMISSION
1660 L STREET NW SUITE 1100
WASHINGTON,DC20036 		22-4622209 501(C)(3) 120,500       OPERATING SUPPORT
(43) LOWER NEHALEM COMMUNITY TRUST
PO BOX 496
MANZANITA,OR97130 		74-3052925 501(C)(3) 27,772       CAPACITY-BUILDING
(44) MARYLAND ENVIRONMENTAL TRUST
100 COMMUNITY PLACE
CROWNSVILLE,MD21032 		52-0685073 GOVERNMENTAL 7,500       CAPACITY-BUILDING
(45) MASSACHUSETTS LT COALITION
18 WOLBACH ROAD
SUDBURY,MA01776 		27-2331022 501(C)(3) 25,000       CAPACITY-BUILDING
(46) MCKENZIE RIVER TRUST
1245 PEARL STREET
EUGENE,OR97401 		93-1029808 501(C)(3) 43,605       CAPACITY-BUILDING
(47) MIANUS RIVER GORGE PRESERVE
167 MIANUS RIVER ROAD
BEDFORD,NY10506 		13-3523329 501(C)(3) 32,000       CAPACITY-BUILDING
(48) MOHAWK HUDSON LAND CONSERVANCY
PO BOX 567
SLINGERLANDS,NY12159 		14-1754157 501(C)(3) 35,000       CAPACITY-BUILDING
(49) MOHONK PRESERVE
PO BOX 715
NEW PALTZ,NY10022 		14-1609484 501(C)(3) 48,000       CAPACITY-BUILDING
(50) MONTANA ASSOCIATION OF LAND TRUST
PO BOX 892
HELENA,MT59624 		81-0506868 501(C)(3) 12,000       CAPACITY-BUILDING
(51) MOUNT GRACE LAND CONSERVATION TRUST
1461 OLD KEENE ROAD
ATHOL,MA01331 		04-2938967 501(C)(3) 6,100       CAPACITY-BUILDING
(52) NEW YORK AGRICULTURAL LAND TRUST
PO BOX 121
PREBLE,NY13141 		20-5679522 501(C)(3) 15,000       CAPACITY-BUILDING
(53) NORTH COAST LAND CONSERVANCY
PO BOX 67
SEASIDE,OR97138 		93-0957815 501(C)(3) 55,000       CAPACITY-BUILDING
(54) NORTH SHORE LAND ALLIANCE
151 POST ROAD
OLD WESTBURY,NY11568 		56-2368769 501(C)(3) 39,000       CAPACITY-BUILDING
(55) OBLONG LAND CONSERVANCY
PO BOX 601
PAWLING,NY12564 		11-1080022 501(C)(3) 7,500       CAPACITY-BUILDING
(56) OPEN SPACE INSTITUTE
1350 BROADWAY
NEW YORK,NY10018 		52-1053406 501(C)(3) 30,000       CAPACITY-BUILDING
(57) ORANGE COUNTY LAND TRUST
PO BOX 10981
SUGAR LOAF,NY10981 		13-3692034 501(C)(3) 35,000       CAPACITY-BUILDING
(58) PECONIC LAND STRUST
PO BOX 1776
SOUTHAMPTON,NY11969 		11-2667021 501(C)(3) 50,000       CAPACITY-BUILDING
(59) PLACID LAKE FOUNDATION
PO BOX 1250
LAKE PLACID,NY12946 		16-1452565 501(C)(3) 22,500       CAPACITY-BUILDING
(60) PUTMAN COUNTY LAND TRUST
PO BOX 36
BREWSTER,NY10509 		23-7058465 501(C)(3) 7,500       CAPACITY-BUILDING
(61) RENSSELAER LAND TRUST
PO BOX 204
SAND LAKE,NY12153 		14-1708890 501(C)(3) 15,000       CAPACITY-BUILDING
(62) RENSSELAER PLATEAU ALLIANCE
167 BRAINARD ROAD
AVERILL PARK,NY12018 		94-3444825 501(C)(3) 30,000       CAPACITY-BUILDING
(63) SARATOGA PLAN
112 SPRING STREET SUITE 202
SARATOGA,NY12866 		14-1706013 501(C)(3) 35,000       CAPACITY-BUILDING
(64) SCENIC HUDSON LAND TRUST
1 CIVIC CENTER PLAZA
POUGHKEEPSIE,NY12601 		13-2898799 501(C)(3) 38,000       CAPACITY-BUILDING
(65) SHEEPSCOT VALLEY CONSERVATION ASSOC
624 SHEEPSCOT ROAD
NEWCASTLE,ME04553 		22-2658964 501(C)(3) 6,500       CAPACITY-BUILDING
(66) SOUTHERN OREGON LAND CONSERVANCY
PO BOX 954
ASHLAND,OR97520 		93-0724691 501(C)(3) 32,250       CAPACITY-BUILDING
(67) TEATOWN LAKE RESERVATION INC
1600 SPRING VALLEY ROAD
OSSINING,NY10562 		23-7154985 501(C)(3) 15,000       CAPACITY-BUILDING
(68) THE CATSKILL CENTER FOR CONSERVATION & DEVP
PO BOX 504
ARKVILLE,NY12406 		23-7058142 501(C)(3) 20,000       CAPACITY-BUILDING
(69) THE KENNEBEC ESTUARY LAND TRUST
PO BOX 1128
BATH,ME04530 		01-0446468 501(C)(3) 6,500       CAPACITY-BUILDING
(70) THE NATURE CONSERVANCY
821 SE 14TH AVENUE
PORTLAND,OR97214 		53-0242652 501(C)(3) 45,000       CAPACITY-BUILDING
(71) THE WETLANDS CONSERVANCY
4640 SW MACADAM
PORTLAND,OR97239 		93-0797197 501(C)(3) 30,775       CAPACITY-BUILDING
(72) THOUSAND ISLANDS LAND TRUST
PO BOX 238
CLAYTON,NY13624 		22-2629183 501(C)(3) 33,000       CAPACITY-BUILDING
(73) TUG HILL TOMORROW LAND TRUST
PO BOX 6063
WATERTOWN,NY13601 		22-3115498 501(C)(3) 28,000       CAPACITY-BUILDING
(74) TRUST FOR PUBLIC LAND
666 BROADWAY
NEW YORK,NY10012 		23-7222333 501(C)(3) 35,000       CAPACITY-BUILDING
(75) WALLKILL VALLEY LAND TRUST
PO BOX 208
NEW PALTZ,NY12561 		22-2867070 501(C)(3) 25,000       CAPACITY-BUILDING
(76) WALLOWA LAND TRUST
PO BOX 120
JOSEPH,OR97846 		20-1037078 501(C)(3) 50,716       CAPACITY-BUILDING
(77) WESTCHESTER LAND TRUST
403 HARRIS ROAD
BEDFORD HILLS,NY10507 		13-3507910 501(C)(3) 30,000       CAPACITY-BUILDING
(78) WESTERN NEW YORK LAND CONSERVANCY
PO BOX 471
EAST AURORA,NY14052 		22-3160426 501(C)(3) 40,000       CAPACITY-BUILDING
(79) WILTON WILDLIFE PRESERVE PARK
80 SCOUT ROAD
GANSEVOORT,NY12831 		14-1825475 501(C)(3) 15,000       CAPACITY-BUILDING
(80) WINNAKEE LAND TRUST
PO BOX 610
RHINEBECK,NY12572 		14-1722963 501(C)(3) 10,000       CAPACITY-BUILDING
(81) WOODSTOCK LAND CONSERVANCY
PO BOX 864
WOODSTOCK,NY12498 		22-2950482 501(C)(3) 20,000       CAPACITY-BUILDING
(82) WASHINGTON ASSOCIATION OF LAND TRUST
PO BOX 218
GREENBANK,WA98253 		26-3186170 501(C)(3) 6,000       CAPACITY-BUILDING
(83) WILD RIVERS COAST HERITAGE LAND TRUST
PO BOX 12831
PORT ORFORD,OR97465 		93-1289894 501(C)(3) 32,646       CAPACITY-BUILDING
(84) WOOD RIVER LAND TRUST
119 E BULLION STREET
HAILEY,ID83333 		82-0474191 501(C)(3) 8,000       CAPACITY-BUILDING
(85) YORK LAND TRUST
PO BOX 1241
YORK HARBOR,ME03911 		22-2793161 501(C)(3) 5,500       CAPACITY-BUILDING
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
85
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2013

Schedule I (Form 990) 2013
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance












Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
PART I, LINE 2: THE ALLIANCE MONITORS THE USE OF REGRANT FUNDS THROUGH RIGOROUS REVIEW OF PROJECT BUDGETS; INTERIM AND FINAL GRANT REPORTS; ONGOING PROJECT TRACKING; AND SITE VISITS WITH GRANTEES WHERE APPROPRIATE. GRANTEES THAT ARE UNABLE TO COMPLETE PROJECTS OR TO USE FUNDS AS PROPOSED ARE TYPICALLY REQUIRED TO RETURN UNUSED FUNDS TO THE ALLIANCE.
Schedule I (Form 990) 2013


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
LAND TRUST ALLIANCE INC
 
Employer identification number

04-2751357
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1)RAND WENTWORTHPRESIDENT (i)
(ii)		 234,424
0 		0
0 		2,568
0 		124,400
0 		19,899
0 		381,291
0 		0
0
(2)MARILYN M AYRESCHIEF OPERATING & FINANCIA (i)
(ii)		 135,473
0 		0
0 		138
0 		11,025
0 		8,463
0 		155,099
0 		0
0
(3)MARY POPE M HUTSONEXECUTIVE VICE PRESIDENT (i)
(ii)		 192,048
0 		0
0 		1,962
0 		80,524
0 		7,575
0 		282,109
0 		0
0
(4)DAVID COOPERVICE PRESIDENT (i)
(ii)		 184,405
0 		0
0 		138
0 		27,631
0 		843
0 		213,017
0 		0
0
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 1A THE EXECUTIVE VICE PRESIDENT IS PROVIDED THE COST OF A HEALTH CLUB MEMBERSHIP AS PART OF HER COMPENSATION PACKAGE.
PART I, LINE 4B RAND WENTWORTH - $91,500 MARY POPE M. HUTSN - $16,500 DAVID COOPER - $16,500
Schedule J (Form 990) 2013

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 organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageInformation about Schedule M (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
LAND TRUST ALLIANCE INC
 
Employer identification number

04-2751357
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 . X 19 333,012 AVG HI/LO ON RECEIPT
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 ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
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 ( )
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 through 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
Yes
 
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 an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2013)
Schedule M (Form 990) (2013)
Page 2
Part II
Supplemental Information. 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.
Return Reference Explanation
Schedule M (Form 990) (2013)
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.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
LAND TRUST ALLIANCE INC
 
Employer identification number

04-2751357
Return Reference Explanation
FORM 990, PART III, LINE 1: THE LAND TRUST ALLIANCE UNITES AND CHAMPIONS ORGANIZATIONS IN LOCAL COMMUNITIES WORKING TO SAVE NATURAL AREAS. BECAUSE OF OUR INNOVATIVE WORK MORE LANDOWNERS CHOOSE TO PROTECT THEIR LAND, CONSERVATION LEADERS ARE MORE EFFECTIVE AT SAVING LAND, STRONG NONPROFITS AND LEGAL SYSTEMS ARE MAINTAINED TO PROTECT LAND IN PERPETUITY, AND THE PUBLIC COMMITMENT TO CONSERVATION IS DEEPENED.
FORM 990, PART III, LINE 4A: POLICY AND OUTREACH: THE ALLIANCE POLICY WORK IN 2013 RESULTED IN THE PASSAGE OF A FARM BILL CONTAINING OVER $1.3 BILLION DOLLARS FOR EASEMENTS OVER 10 YEARS. OUR WORK ALSO HELPED CONGRESS PRIORITIZE RENEWING THE LAPSED ENHANCED TAX INCENTIVE FOR DONATIONS OF CONSERVATION EASEMENTS, AN ACTION THAT COULD MAKE 2014 A BANNER YEAR FOR EASEMENT DONATIONS WITH ITS RENEWAL. THE 250,000 ADDITIONAL ACRES OF EASEMENTS WE PROJECT TO RESULT FROM THAT RENEWAL REPRESENTS $1 BILLION IN NEW CONSERVATION. THE 160 HOUSE COSPONSORS WE RECRUITED FOR MAKING THAT INCENTIVE PERMANENT REPRESENT AN UNDERSTANDING AND ACCEPTANCE OF THE WORK OF LAND TRUSTS. LASTLY, WE HAVE CONTINUED TO WORK WITH THE IRS AND WITH LAND TRUSTS, LANDOWNERS AND THEIR REPRESENTATIVES TO PREVENT IRS AUDITS FROM DISCOURAGING LEGITIMATE CONSERVATION DONATIONS. WE KEEP LAND TRUSTS, LANDOWNERS AND ATTORNEYS ABREAST OF CHANGES IN THE LAW AND IN ITS IMPLEMENTATION, AND ARE ACTIVELY EDUCATING IRS LEADERSHIP AND STAFF ABOUT CONSERVATION DONATIONS.
FORM 990, PART III, LINE 4B: EDUCATION AND CAPACITY BUILDING:THE ALLIANCE'S EDUCATION AND CAPACITY-BUILDING PROGRAMS ADVANCE LAND CONSERVATION AND HELP LAND TRUSTS PREPARE FOR ACCREDITATION. THROUGH ITS LAND TRUST EXCELLENCE AND LEADERSHIP PROGRAM, THE ALLIANCE DELIVERS TAILORED AND INTEGRATED TRAINING, FINANCIAL INVESTMENTS AND MENTORING OVER MULTIPLE YEARS TO LAND TRUSTS POISED TO GROW THEIR CAPACITY AND ADVANCE THEIR CONSERVATION IMPACT. IN 2013, 62 LAND TRUSTS WERE ENROLLED IN EXCELLENCE AND 52 IN LEADERSHIP. THE ALLIANCE AWARDED $2,943,555 IN GRANTS AND SCHOLARSHIPS TO LAND TRUSTS, INCLUDING $1.4 MILLION THROUGH THE NEW YORK STATE CONSERVATION PARTNERSHIP PROGRAM AND $764,000 THROUGH THE OREGON LAND TRUST GRANT PROGRAM AND ADVANCEMENT INITIATIVE. THE ALLIANCE'S NATIONAL CONFERENCE DREW 1,430 REGISTRANTS AND OFFERED 128 TRAINING SESSIONS. IN ADDITION TO THE CONFERENCE, MORE THAN 3,000 PEOPLE TOOK PART IN OTHER TRAINING OPPORTUNITIES INCLUDING 55 WEBINARS, 36 "ASK THE EXPERT" TRAINING CONFERENCE CALLS, AND 25 IN-PERSON TRAINING WORKSHOPS.
FORM 990, PART III, LINE 4C: CONSERVATION PERMANENCE:THE LAND TRUST ALLIANCE ENSURES CONSERVATION PERMANENCE THROUGH TWO OF OUR INITIATIVES, CONSERVATION DEFENSE AND COMMUNITY CONSERVATION. CONSERVATION DEFENSE PROVIDES NETWORKING, EDUCATION AND LEGAL INFORMATION TO OVER 500 CONSERVATION ATTORNEYS AND SENIOR PRACTITIONERS, AND THE ALLIANCE ALSO COLLABORATES WITH OTHER NETWORKS, SERVICES AND EXPERTS IN EACH STATE. THE CONSERVATION DEFENSE INITIATIVE PROVIDES LAND TRUSTS READY ACCESS TO THE TOOLS AND RESOURCES NECESSARY FOR CONSERVATION DEFENSE ACROSS THE COUNTRY THROUGH A NETWORK, CLEARINGHOUSE, ATTORNEY LOCATOR, CONTINUING LEGAL EDUCATION, RISK MANAGEMENT AND ASSESSMENT, AND PHONE-SUPPORT PROBLEM SOLVING. ADEQUATELY ADDRESSING MULTIPLE EXPENSIVE CONSERVATION EASEMENT CHALLENGES, THIRD PARTY TRESPASS OR CHALLENGES TO LAND OWNED BY THE LAND TRUST IS DIFFICULT; EVERY ORGANIZATION FACES RISKS. AS PART OF THE MULTI-LAYERED APPROACH TO CONSERVATION DEFENSE, THE ALLIANCE CREATED A PRIVATE INSURANCE LIMITED LIABILITY COMPANY CALLED TERRAFIRMA RISK RETENTION GROUP LLC. TERRAFIRMA IS CONTROLLED BY AND IN BUSINESS TO SERVE ITS LAND TRUST MEMBERS. SO FAR, 454 LAND TRUSTS HAVE ENROLLED MORE THAN 22,000 CONSERVATION PROPERTIES COVERING MORE THAN 6.7 MILLION ACRES OF LAND. IN ADDITION, TERRAFIRMA HAS COMPLETED ITS FIRST OUTSIDE AUDIT AND RECEIVED A CLEAN REGULATORY REPORT FOLLOWING ITS ORGANIZATION. COMMUNITY CONSERVATION, OUR SECOND INITIATIVE THAT ADDRESSES CONSERVATION PERMANENCE, IS A WAY OF APPROACHING LAND CONSERVATION THAT RESPONDS TO BROAD COMMUNITY NEEDS. IT INVOLVES LISTENING TO MANY VOICES, CREATING NEW PARTNERSHIPS AND BUILDING LASTING RELATIONSHIPS. MANY LAND TRUSTS ARE ALREADY PRACTICING COMMUNITY CONSERVATION, ADDRESSING EDUCATION, PUBLIC HEALTH, CLEAN WATER, LOCAL FOOD AND OTHER COMMUNITY NEEDS. THEY ARE PARTNERING WITH SCHOOLS AND COMMUNITY ORGANIZATIONS TO PROVIDE ENVIRONMENTAL EDUCATION FOR CHILDREN. AND THEY ARE FINDING MORE WAYS TO CONNECT PEOPLE TO THE LAND, ENGAGING A NEW GENERATION OF ALLIES WHO BENEFIT FROM AND SUPPORT LAND CONSERVATION. THE ALLIANCE BELIEVES THAT COMMUNITY CONSERVATION SHOULD BE PART OF EVERYTHING WE DO AS AN ORGANIZATION. AS WE BEGIN TO IMPLEMENT THIS NEW INITIATIVE, WE ARE FOCUSING ON 6 PROGRAM ELEMENTS: COMMUNICATING THE WIDE VARIETY OF SUCCESS STORIES THAT ARE ALREADY HAPPENING; CONDUCTING A PROGRAM EVALUATION OF CURRENT RESOURCES, CHALLENGES AND OPPORTUNITIES FOR CAPACITY BUILDING, INCLUDING FINDING EFFECTIVE PARTNERS TO CO-DELIVER TRAINING AND SERVICES; CREATING A NEW SET OF METRICS FOR MEASURING IMPACT OF COMMUNITY CONSERVATION; FORMING A COMMUNITY CONSERVATION LEARNING NETWORK; FUNDING A LIMITED NUMBER OF PILOT PROJECTS; AND PROMOTING THE IMPORTANCE OF DIVERSITY, EQUITY AND INCLUSION WITH IN-PERSON TRAININGS SUPPLEMENTED BY WEBINARS, BROWN BAGS AND CONFERENCE CALLS.
FORM 990, PART VI, SECTION B, LINE 11 THE DRAFT 990 IS MAILED TO ALL DIRECTORS WITH INSTRUCTIONS TO DIRECT ALL QUESTIONS, COMMENTS OR REVISIONS TO THE AUDIT COMMITTEE OR CHIEF OPERATING AND FINANCIAL OFFICER. THE AUDIT COMMITTEE REVIEWS THE RETURN WITH REPRESENTATIVES OF THE FIRM PREPARING THE RETURN AND AFTER IT COMPLETES ITS REVIEW AND ADDRESSES ANY QUESTIONS OR COMMENTS FROM OTHER BOARD MEMBERS, DIRECTS THE CHIEF OPERATING AND FINANCIAL OFFICER TO SIGN AND FILE THE RETURNS.
FORM 990, PART VI, SECTION B, LINE 12C IN THE EVENT OF A POTENTIAL CONFLICT INVOLVING BOARD MEMBERS, IT IS THE OBLIGATION OF THE BOARD MEMBER TO BRING THE MATTER TO THE ATTENTION OF THE CHAIRMAN OF THE BOARD WHO WILL REFER THE MATTER TO THE AUDIT COMMITTEE OF THE BOARD TO REVIEW, MAKE RECOMMENDATIONS AND DISCLOSE ACTIONS TAKEN AT THE NEXT BOARD MEETING. STAFF WITH POTENTIAL CONFLICTS WILL DISCLOSE THEM IN WRITING TO THE PRESIDENT WHO WILL REVIEW THEM, TAKE APPROPRIATE ACTIONS AND REPORT SUBSTANTIVE CONFLICT ISSUES TO THE AUDIT COMMITTEE OF THE BOARD ON A REGULAR BASIS. THE FACTS AND CIRCUMSTANCES SURROUNDING THE POTENTIAL CONFLICT, JUSTIFICATION FOR PROCEEDING WITH THE POTENTIAL CONFLICT AND THE RECOMMENDED COURSE OF ACTION TO BE TAKEN TO MITIGATE THE ALLIANCE'S PARTICIPATION IN THE CONFLICT WILL BE DOCUMENTED. AT A MINIMUM THE MITIGATION ACTIONS SHOULD INCLUDE ASKING THE INDIVIDUAL INVOLVED IN THE POTENTIAL CONFLICT TO RECUSE AND ABSENT HIMSELF OR HERSELF FROM ANY INVOLVEMENT IN DISCUSSIONS OR DECISIONS PERTAINING TO THE POTENTIAL CONFLICT.
FORM 990, PART VI, SECTION B, LINE 15 IN 2012, THE BOARD ESTABLISHED A COMPENSATION COMMITTEE WHICH CONTRACTED FOR AN INDEPENDENT REVIEW OF THE COMPENSATION OF THE PRESIDENT, EXECUTIVE VICE PRESIDENT, AND CHIEF OPERATING & FINANCIAL OFFICER. THIS REVIEW INCLUDED A REVIEW OF COMPARABILITY DATA. A COPY OF THE CONSULTANT'S WRITTEN REPORT WAS PROVIDED TO ALL BOARD MEMBERS.
FORM 990, PART VI, SECTION C, LINE 19 FORM 990 AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE ALLIANCE WEBSITE WWW.LANDTRUSTALLIANCE.ORG. THE CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
FORM 990, PART VII, SECTION A PRESIDENTS COMPENSATION: THE ORGANIZATION HAS A 457(F) DEFERRED COMPENSATION PLAN AGREEMENT THAT CALLS FOR $375,000 IN TOTAL CONTRIBUTIONS BY JANUARY 1, 2017, $75,000 HAS BEEN EARNED IN 2013 AND IS INCLUDED IN PART VII COLUMN F AND SCHEDULE J PART II COLUMN C.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.
MediumBullet Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
LAND TRUST ALLIANCE INC
 
Employer identification number

04-2751357
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity
(1) ALLIANCE RISK MANAGEMENT SERVICES LLC
1660 L STREET NW SUITE 1100
WASHINGTON,DC20036
46-3045386 		RISK MANAGEMENT VT 171,000 3,792 LAND TRUST ALLIANCE
 










Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1) LAND TRUST ACCREDITATION COMMISSION

1660 L STREET NW SUITE 1100

WASHINGTON,DC20036
22-4622209 		ACCREDITATION DC 501(C)(3) LINE 11A, I  
 
No












For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No












Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
 
No
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved





Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V?UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2013
Additional Data


Software ID:  
Software Version: