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-c Consent Agenda
~ON --., -
i~~tO~, JEFFERSON COUNTY PUBLIC HEALTH
,~~# 615 Sheridan Street. Port Townsend' Washington' 98368
IN www.jeffersoncountypubllchealth.org
October 7, 2011
JEFFERSON COUNTY
BOARD OF COUNTY COMMISSIONERS
AGENDA REQUEST
TO: Board of County Commissioners
Phillip Morley, County Administrator
FROM: Stuart Whitford, Environmental Health Director
Taml Pokorny, Environmental Health Specialist
DATE: NOVEJn0E.12.. ('t, d..t!> J {
SUBJECT: Agenda Request: Conservation Futures Project Agreement with
Jefferson Land Trust for the Winona Basin - Bloedel Project; June
27,2011- June 27, 2014; $42,700
STATEMENT OF ISSUE:
On June 27, 2011, the BoCC granted an award from the Conservation Futures Fund to the WInona Basin
- Bloedel Project (Resolution No. 27-11). Staff requests approval of an agreement with the sponsor, the
Jefferson Land Trust (JL 1'), regarding the Implementation of this project.
ANAL YSIS/STRATEGIC GOALS:
Resolution 27-11 authorizes the use of up to $42,100 In conservation futures funds for acquisition expenses
and $600 to reimburse operations and maintenance activities (a total of $42,700). In the application for
funding, the sponsor committed to a matchIng contribution of 58% ($58,100). The match Is to consIst of a
total of $16,000 cash and $42,100 In unused ("banked'') land value from a nearby property donated Initially
as match for the 2009 Qulmper WIldlife Corridor Project (see JCC 3.08.030(5)d).
The WInona Basin - Bloedel project seeks to add seven lots to the Qulmper WIldlife Corridor. TItle to the
property would be held by the Oty of Port Townsend. The WInona Basin area has a high diversity of
habitat and wildlife species and Is considered a key element in the Corridor's system of wetlands, forests
and floodplaIns across the Qulmper Peninsula.
FISCAL IMPACT:
The explicit purpase of the Conservation Futures Program Is to fund. acquisition projects to support a
system of public open spaces. There Is no Impact to the General Fund for this effort.
COMMUNnY HEALTH
DEVELOPMENTAL DISABILITIES
MAIN: (360) 385-9400
FAX: (360) 385-9401
PUBLIC HEALTH
AlWAYS WORKING FOR A SAFER AND
HWTHIER COMMUNITY
ENVIRONMENTAL HEALTH
WATER QUALITY
MAIN: (360) 385-9444
FAX: (360) 379-4487
,,_ .ft,
Consent Agenda
RECOMMENDATION:
JCPH Management recommends that the BOCC approve the project agreement for the WInona Basin -
Bloedel Projecti June 27, 2011- June 27, 2014i $42,700
IOft9~
Date
JEFFERSON COUNTY CONSERVATION FUTURES PROGRAM
PROJECT AGREEMENT
Project Sponsor: Jefferson Land Trust
Project Title: Winona Basin - Bloedel Project
Project Number: 2011JLTWin
Approval: Resolution No. 27-11 on June 27, 2011
A. Parties to the Agreement
This Project Grant Agreement (Agreement) is entered into between County of Jefferson (County), PO
Box 1220, Port Townsend, Washington 98368 and Jefferson Land Trust (Sponsor), 1033 Lawrence
Street, Port Townsend, W A 98368, and shall be binding upon the agents and all persons acting by or
through the parties.
B. Purpose of the Agreement
This Agreement sets out the terms and conditions by which a grant is made through the Jefferson
County Conservation Futures Fund. The grant is administered by Jefferson County Environmental
Health for the Sponsor for the project named above.
C. Description of Project
The subject Project is described in the attached 2011 Conservation Project Application for the
Winona Basin - Bloedel Project. Conservation Futures Fund ("CFF') from Jefferson County in an
amount not to exceed $42, I 00 will be used towards fee simple acquisition of the real property known
in the records of the Jefferson County Assessor as APN 951-902-402 and $600 to reimburse for
operations and maintenance expenses incurred before June 27, 2021.
D. Term of Agreement
The Project Sponsor's on-going obligation for the above project funded by this Agreement is to
provide maintenance of the site or facility to serve the purpose for which it was intended in perpetuity
unless otherwise identified in this Agreement.
E. Period of Performance
The Project reimbursement period for acquisition expenses shall begin on June 27,2011. The Project
reimbursement period for acquisition expenses will end on June 27, 2014 unless proof of match is
provided prior to this date. No expenditure made before June 27, 2011 is eligible for reimbursement
unless incorporated by written amendment into this Agreement.
F. Project Funding
The total grant award provided by the Conservation Futures Fund (CFF) for the Project shall not
exceed $42,700 and Jefferson County CFF shall not pay any amount beyond that approved herein for
funding of the Project. The Sponsor shall be respOnsible for all total costs for the Project that exceeds
$100,800. In no event will the CFF funds expended for this purchase exceed forty-two percent (42%)
of the overall acquisition cost of APN 951-902-402. This Project is eligible for reimbursement of
capital project and operations and maintenance expenditures as described in the Jefferson County
Conservation Futures Program Manual for the 2011 FUIlding Cycle.
The contribution by the Sponsor toward work on the Project at a minimum shall be as indicated
below. The contribution by the County toward work on the Project is described immediately above
and in "COO above.
1
,
Acquisition Percentage Dollar Amount
Conservation Futures - Winona Basin - Bloedel 42% $42,100
$57,500
Project Sponsor 58% (42,100 banked
land value +
. $15,400 cash)
Total Project Contribution Cost 100% $99,600
Operations and Maiutenance Percentage DoIiar Amount
Conservation Futures - Winona Basin - Bloedel 50% $600
Project Sponsor 50% $600
Total Operations and Maintenance Cost 100% $1,200
G. Unexpended Project AIioeations
Should unexpected Project allocations, including, but not limited to project completion at less than
the estimated cost or, alternatively, the abandonment of the Project occur, then the Sponsor shall
notify the County.
H. Rights and Obligations
Ail rights and obligations of the parties to this Agreement are subject to this Agreement and its
attachments, including the Sponsor's Application and Jefferson County Conservation Futures
Program Manual for the 201 I Funding Cycle, all of which are attached hereto and incorporated
herein.
Except as provided herein, no alteration of any of the terms or conditions of this Agreement will be
effective unless provided in writing. All such alterations, except those concerning the period of
performance, must be signed by both parties. Period of performance extensions need only be signed
by Jefferson Board of County Commissioners.
L Indemnification
Sponsor shall indemnifY, defend and hold harmless the County, its officers, agents and
employees, from and against any and ail claims, losses or liability, or any portion thereof,
including attorneys fees and costs, arising from injury or death to persons, including injuries,
sickness, disease or death to Sponsor's own employees, or damage to property occasioned by
a negligent act, omission or failure of the Sponsor.
J. Insurance
The Sponsor shall secure and maintain in force throughout the duration of this contract:
I. Worker's compensation and employer's liability insurance as required by the
State of Washington.
2. Comprehensive general liability insurance with a minimum coverage of
$1,000,000 per occurrence and $2,000,000 aggregate in connection with the
Sponsor's performance of this Agreement.
3. Commercial Antomobile Liability Insurance providing bodily injury and property
damage liability converge for all owned and non owned vehicles assigned to or
used in the performance of the work for a combined single limit of not less than
$500,000 each occurrence.
4. Sponsor shall provide all required proofs of insurance to the County in care of,
Contracts Manager at Jefferson County Public Health, 615 Sheridan St. Port
Townsend, W A 98368 prior to fee simple acquisition of APN 951-902-402.
2
K. Ownership and Use ofDocumeuts
All documents, drawings, specifications and other materials produced by the Sponsor in
connection with the services rendered under this agreement shall be the property of the
Sponsor whether the project for which they are made is executed or not The County shall be
permitted to retain copies, including reproducible copies, of drawings and specifications for
information, reference, and use in connection with the Sponsor's endeavors.
L. Compliance with Applicable Statutes, Rules, and Jefferson County Policies
This Agreement is governed by, and the Sponsor shall comply with, all applicable state and federal
laws and regulations, including RCW 84.34.210, and published agency policies, which are
incorporated herein by this reference as if fully set forth.
M. Sponsor's Accounting Books and Records
The Sponsor shall maintain complete financial records relating to this contract and the
services rendered including all books, records, documents, receipts, invoices, and all other
evidence of accounting procedures and practices which sufficiently and properly reflect all
direct and indirect cost of any nature expended in the performance of this contract. The
Sponsor's records and accounts pertaining to this agreement are to be kept available for
inspection by representatives of the County and state for a period of six (6) years after the
date of the final payment to Sponsor. Copies shall be made available upon request.
N. Licensing, Accreditation and Registration
The Sponsor shall comply with all applicable local, state and federa1licensing, accreditation,
permitting, and registration requirement/standards necessary for the performance of this
contract.
O. Disputes
Except as otherwise provided in this contract, when a bona fide dispute arises between
Jefferson County and the Sponsor and it cannot be resolved, either party may request a
dispute hearing with a mediator assigoed by or associated with Jefferson County District
Court Either party's request for a dispute hearing must be in writing and clearly state:
a. the disputed issue(s), .
b. the relative positions of the parties, and
c. the Sponsor's name, address and Agency contact number
These requests must be mailed to the Project Manager, Jefferson County Enviroumental
Health Department, 615 Sheridan St., Port Townsend, WA 98368, within fifteen (15) days
after either party received notice of the disputed issue(s). The parties agree that this dispute
process shall precede any action in a judicial or quasi-judicial tribunal. The parties will split
evenly the cost of mediation or whatever form of dispute resolution is used.
P. Termination for funding
Jefferson County may unilaterally terminate this contract in the event funding from state,
federal, or other sources are withdrawn, reduced, or limited in any way after the effective date
of this contract.
Q. Termination for Convenience
The County reserves the right to terminate this agreement at any time by giving ten (10) days
written notice to the Sponsor.
R. Assignment
The Sponsor shall not sublet or assigo any interest in this Agreement, and shall not transfer
any interest in this agreement without the express written consent of the County.
3
S. Non-Waiver.
Waiver by the County of any provision of this agreement or any time limitation provided for
in this agreement shall not constitnte a waiver of any other provision.
T. County Dues Not Assume Additional Duties
The County does not assume any obligation or duty, except as required by federal or state
law, to determine if Sponsor is complying with all applicable statutes, rules, codes ordinances'
or permits.
U. Agreemeut Represeutatives .
AII written communications sent to the Sponsor under this Agreement wilI be addressed and delivered
to:
Soonsor Contact Conservation Futures PrOl!l'llIll Contact
Sarah Spaeth, Executive Director Jefferson County EnviromnentaI
Jefferson Land Trust Health - Conservation Futures
1033 Lawrence S1. 615 Sheridan Street
Port Townsend, WA 98368 Port Townsend, WA 98368
These addresses shall be effective until receipt by one party from the other of a written notice of any
change.
V. Eutire Agreemeut/Severability
This agreement, along with all attachments, constitutes the entire agreement of the parties. No other
understandings, oral or otherwise, regarding this Agreement shalI exist or bind any of the parties. If
any part of this Agreement is ruled or adjudicated to be unlawful or void, all other sections of this
Agreement shalI continue to have filII force and effect.
W. Effective Date
This agreement, for the Salmon Creek Riparian Acquisition shall be effective upon signing by alI
parties.
X. Venue:
Venue for any litigation arising from this Project Agreement shalI be only in the Superior Court In
and for Jefferson County. Each party to this agreement shall be responsible for their litigation costs,
including attorney's fees.
DATED this
day of
2011.
By
John Austin, Chair
Jefferson Board of County Commissioners
By C)"'K"-"_~..-\.""",:",, \'(,1\\
Owen Fairblll1k-'
Jefferson Land Trust
Attested:
Elizabeth HaIl, Clerk of the Board
}O }Z5 JZo II
David Alvarez, ChiefCi' PA
4
Please complete the following application in its entiTety. Unless directed otherwise, use as much Space
. as needed to answer each question. Incomplete applications will not be acceptedfor consideration.
. .
1. Project Titl~: Winona Basin - BlOedel'
2. Conservation Futures Acquisition Request: $42;100.00
3. Conservation ~es O&M Request: $600.00
4. Please indicate the type of interest contemplated in the acquisition process.
X Warranty Deed Easement _ Other (Please describe belowJ'
In whose name will the property title be held after acquisition?
City of Port Townsend
s. AppJieant Information:
Name of Applicant or Organization: City of Port Townsend
Contact: Rick Sepler
Title: Director of Development Services
Address: 250 Madison Street; Port Townsend, WA 118368
Phone: (360) 379-5081, eJ'.t. _Fax: (360) 344-4619, eJ'.t. _ .
Email: rsepler@cityofplus
I
i
i
"
6. Sponsor Information: (if diffirent than applicant)
Organization Name: Jeffersen Land Trust
Contact: Sarah Spaeth.
Titie: ExecutIVe Director
Address: 1033 Lawrence Street. Port Townsend. WA 98368
Phone: (3GO) 379-9501, ext 101 Fax: (360) 379-9897
Email: sspaeth@saveland.org
This application was approved by the sponsor's legally responsible body (e.g., board, councH, etc.)
in public rrieetingon February 15. 2011.
http://WWW.eoJefferson.wa.uslcommissionerslConservatiOnleonservation.asp
7. Site Location
Street Address or Description of Loeation:
Seven lots in Fowler's Park Addition Section of Quimper Wildlife Corridor will be acquired with CFF and
community funding. These are adjacent to parcels acquired with 2009 CFF funding that contains
banked matc;h value.
Driving Directions from Port Townsend:
Drive north on San Juan Avenue. Tum left as it joins 49th Street, continue past the county fairgrounds
. and tum left on Cook Avenue at the S3rd St and Cook intersection. Properties are located on the east
side of Cook Avenue, south of Peary Avenue.
Section: 33 Township: 31 N Range: 1W
Assessor's Parcel Number(s): 951 902402
8. EXISTING CONDmONS
New Site: Yes No X Number ofPaneIs: 7 5OxlOO ft lots
Addition to Existing Site: Yes X No . Acres to Be Acquired: approx 1
Total Project Acreage (if different): Current Zoning: vacant land
Existing StmetureslFacilities: none
Any current covenants, easements or restrictions on land use: none
.
Current Use: vacant wetland buffer and wildlife habitat, mature forest
Waterfront (name of body of water): n&.
Shoreline (linear feet): nla
Owner TidelandslShorelands: n/a
9. Current Property Owner X is _is not a willing seller.
.10. In one-half page or less, provide a summary description of the project. the match, overarching
goal, and three top objectives.
The City of Port Townsend, Jefferson Land Trust and Jefferson County have been working with the
community since the mid 1990's to protect a ribbon of green ac;ross the Quimper Peninsula,
connecting a series of wetlands, forests and floodplains that provide habitat for over 200 bird
species, amphibians and mammals. The Winona Basin area has high diversity of habitat and
wildlife species and qualifies .as a priority habitat under the Washington Department of Fish and
Wildlife Priority Habitat arid' Species Program.' Most of this area of the City was platted into. 50 x
100 lots in the 1880's and development pressures in the area are high. Purchase of the floodplain,
forest and upland parcels in the Winona Basin will prot6(:t the high quality habitat and further the
efforts to connect this area with other important habitat areas that extend from the City into
Jefferson County and acr~ the Quimper Peninsula.
http://www.coJefferson.wauslcommissioneISlConservation/conservation.asp
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ThIs project will allow project partners to build on the most recent habitat protection accomplished in
2009 with CFF and community funding. With this current effort we hope to acquire remaining crltfcaJ
floodplain and upland habitat in the Winona Basin area that has been identified as TIer II priority in
the Quimper Wildlife Corridor concept A landowner of TIer II parcels has been negotiating with JL T
for years and the lots available for acquisition for this grant cycle iriclude Lots 11 -17 .in Block 24,
Fowler's Park Plat Remaining lots in Block 24 and other adjacent parcels, including Lots 3 - 8. and
23, 24 i11 Block 18 were acquired in 2009by the City of Port rownsend.. Match for this application
includes community cash contributions and additional donated land value for lots in Block 18 above
the estimated value from the 2009 QWC CFF application that qualifies as match under the CFF
Ordiriance,
Th.e three top objectives for this project are:
1) Acquire high priority threat!lned properties from the willing seller.
2) Permanently protect the properties as wlld open space.
3) Leverage community funds through Conservation Futures Funding and utilize banked match.
from the 2009 QWC Winona Basin proposal. .
11. Estimate the total site acquisition costs below, including the cost for the entire property or
property right, even if Conservation Futures funds will only cover a portion of that total cost.
iii. the ease of projects involving multiple acquisitions, please breakout appruisals and
estimated acquisition costs by parceL
Total Estimated Acquisition Cost: $94.600 (includes $52,500 appraised value of lots to be
acquired ANI). $42. 1 00 in value of banked land match)
Total Estimated Acquisition~related Cost (see EligibilttyChecklist): $5,000
Total Operation. and MaintenanCe Cost: $1,200
Total Project Acquisition Cost: . $99,600
Basis for Esfunat~ (include general deseription of operation and maintenance work to be
perfomied, task list with itemized budget, and anticipated schedule for completion of work):
An appreisalfor the seven lots to be purchased in 2011 was conducted by Ralph Ericksanof
Consultants NW Arbdol, INC on February 25th, 2011. These lots are valued at $52,500.
Block 18 lots gifted to the City of Port Townsend in 2009 exceeded the1lstimated value of $40,000
listed In the 2009 CFF application by $49,000 at the time of the gift (total value of $89,000). .
Estimated current value of these lots Is $93,500.
Operatl9ns.and Maintenance costs include hard Cqsts associated with Jefferson Land Trusfs
annual monitoring of the protected property. The estimated time involved is 3 hours of on-slte visit
and data update in office on an annual basis in perpetuity. This is in aCcordance with the
recommandation by Land Trust Alliance for annual monitoring of properties, since the property
would be owned outright and development completely prohibited. For the purposes of O&M budget
for this grant, we are only considering 8 years of monitoring.
O&M Budget 3 hours@ $50 P.6r hour annually for 8 years = $1,200
JeffersOn Land Trust will. be contributing $500.00 for O&M costs.
htlp:llwww.coJefferson.wa.uslcommlssionerslConserwtionlconservation.asp
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o & M fees would be invoiced on an annual basis up to the allowable amount.
120. Sponsor or other organizations X will _will not contn"bute to acquisition of proposed site.
b. If applicable, please descnlle below how contributions from groups or agencies will reduce thenced,
to use Conservation Futures 'program f'unds.
Jefferson LandTrust will be providing matching dollars to this project. In addition Jefferson Land Trust
is requesting use of additional banked match from the 2009 QWC, CFF grant, according to the CFF
Ordinance and guidelines. This match comes from the excess value of donated properties that
exceeded the values anticipated'ln the 2009 grant application. According to the CFF code for match
requirements "other open spaces acquired within the previous two years that is situated either directly
adjacent to or could, in the sole discretion of the county, be directly linked to the property under
application."
Co Matehing Fund Estimate
Conservation Futures Funds Requested
MatclrlDg FundsIResou.rees
Total Project Aequisition Cost
Amount
Percental!:e
$42.100 aell + $600 O&M
$42.100 banked land value + 16.000 cash
$99.600 + 1.200 O&M
42 %
58 %
100%
II. Source of matching Amount of Contribution
funds/resources Contribution approved?
Banked land value-2009 awe croiect $42.1 00 Yes No
JL T cash -aell $15.400 Yes No
JLTCash-O&M ~_ Yes No
$ Yes NoYes No
. NOTE: MatchingjUnds are strongly recommended and a higher rating will be assigned to those
projects that can guarantee additional resources for acquisition. Donation of property or a property .
right will be considered as a matching resource. Donation of resources for on-going'maintenance
or stewardship will not be considered as a match
lfnot, Contribution Hnot,
when? avaUable now? when?
Yes No
Spring 2011 Yes No Spring 2011
Spring 2011 Yes No Spring 2011
13o.Sponsoring agenq X is _lsuot prepared to provide long-term stewardship (maintenance,
up-keep, etc:.) for the proposed project site.
The City and Jefferson Land Trust anticipate a stewardship program of annual monitoring to insure
that the properties remain forevar wild, that no building or development has occurred, that no trash
has accumulated, and that no noxious weeds have invaded the property: Jefferson Land Trust
Staff and trained community volunteers will conduct monitoring, maintenance and restoration efforts
and are already monitoring adjacent properties. The Land Trust relies on trained professionals.
including habitat biologists. foresters and others as appropriate.
http://www.co.jefferson.wa.uslcommlsslonerslConsoirvationlconservation.asp
5
b. Descrille any existing Pl'!lgrams Qr future plans for stewardship of the property, including the
nature and extent of the commitment of resources to carry out the stewardship plan.
. .
The Land Trust will conduct stewardship, monitoring and maintenance of the properties along with
the rest of the Quimper Wildlife Corridor according to the Quimper Wildlife Corridor Management
Plan (City of Port Town!lend Ordinarice 2976). The Land TruSf$ stewardship program includes
annual monitoring (at least) of protecle<l properties and easements, upkeep and maIntenance (trash
removal.. signage, invasive plant control) and restoration efforts (tree planting, trail buildIng, etc.)
Jefferson Land Trust -currently stewards over 9800 acres in Jefferson County. .
Jefferson Land Trust received private foundation funds for development of a docent program and
developing a "Friends of the Corridor" group for stewardship ~cllvities. Friends of the Corridor and
community volunteers have in the past been involved in Scot-ch broom removal and are available to
help with other stewardship activities.
14. Describe the sponsoring agency's previous or on-going stewardship experience.
The ~dTrust is the only local organization or agency that. has a monitoring and. stewardship
program for.conservation easements and preserved properties, developed with the guidance of The
Land Trust Alliance and utilized effectively' for 21 years.
15. Has the sponsor and/or applicant oftbis project.been'involved in other projects pniviously
approved for Couservation Futnres funding?
a._No, neither the sponsor nor applicant has been involved in a project previously approved
for Conservation Futures funds. .
b.. X _Yes, the sponsor and/or applicant for this project has been involved in a project previously
approved for Coilservation :J!'utnres funds. Please provide details:
. . .
Jefferson Land Trust has sponsored numerous applications that haverece1ved Conservation
Futures funds. These Pl"9Jecls Include: Sunfleld Farm, 2003; Quimper Wddllfe Corridor, 2004; EaSt
Tarboo Creek Conservation Project, 2005; Tamanowas Rock Phase 1, 2006; the Winona Buffer
Project, 2006; Glendale Farm, 2007, and Finnriver Farm, 2008, Qulmper Wildlife Corridor and
Brown Dairy 2009, Tamanowas Rock and Salmon Creek, 2010.
16a. Property X can ~cannot feasibly be acquired in a timely fashion with available resources.
b. Necessary commitments and agreements X are ~re not in place.
Co All parties X are ~are not in agreement on the cost of acquisition.
Jf"not" to any of the above, please explain below..
Landowner Is a willing seller. Matchin9 resources will be available.thls spring' for purchase of the
seven lots proposed for acquisition.
17. The proposed acquisition _X_is specifieally identified in an adopted open space, conservation;
or resource preservation prognun or plan, or community col!8ervation effort. Please describe
below, including the site's importance to the plan. Please provide. a copy of the plan with the
application. .
http://www.coJefferson.wauslrommissionersfConservatlonlconservation.as)i
6
_complements an adopted open spaee or l:onServation pIan, bnt is not speeifil:8lJy identified.
Please describe below, and describe haw the proposed acquisition is consistent with the plan.
_is a stand-alone project. .
The properties in the Wmona basin identified as Tier I and Tier II for acquisition were indicated in
the Quimper Wildlife Corridor Management Plan that was adopted by the City of Port ToWnsend on
May 19, 2008, Ordinance 2967. This management plan is available at the City's website,
httli:flwww.cltvofot.usfdsdlolannina.aso.
The entire Quimper Wildlife Corridor lies in the area recognized in Jefferson County's
Comprehensive Plan map as Parks, Recreation Areas, ConselVation Easements and Areas for
Future Cooperative PreselVation Efforts. It is also recognized .in the City of Port Townsend
Comprehensive Plan, and the Parks and Open Space Plan. The Land Trust, the City of Port
Townsend, Jefferson County, state agencies, the local Audubon and Native Plant Society Chapter,
and US Ash & Wildlife have been partnering on' the project since the mid 1990's. These parcels
have been identified in the acquisition priorities of the project since the baginning due to the
wetland, floodplain, buffer and upland forest values,
htto:/fwww.co.iefferson.wa.us/idmslodfsloarks99.odf
Jefferson Land Trusfs newly adopted Conservation Plan for Jefferson County, prepared with the
input of many community members, specifically identifies the Quimper Wildflfe Corridor. The plan is
located on the JL T website at www.saveland.ora.
18. List the important milestones for thiS project.
..
Milestones include securing CFF funding arid community contributions in Spring of 2011.
Acquisition of the land will take place after funding is secured
19. Conservation Opportunity or Threat:
a. The proposed acquisition site .1Ldoes _does not provide a conservation or prese~ation
opportunity which would othenrise be lost or threatened.
b.1f applieable, please carefully describe the wltnre and immediacy of the opportunity or threat,
and any unique qualities about the site.
Landowner has been negotiating with JL T for 14 years and has finally agreed to sell her Jots in
Fowlers Park Addition. She owns an additional 22 lots in the area and is interested in selling these
parcels as well when the funding becomes available. JL T and the City of Port Townsend applied to
the State Urban Wildlife Habitat grant program in 2009 for acquisition of these parcels and others
nearby and funding forthe praJll1S81 is unlikely due to the State bUdget situation.
20. Describe the physieal eharacteristies of the site that is proposed for acquisition with
Conservation Futures Program funds including: vegetation, topography, snrrouiJ.ding land
use, and relationship to parks,trails, and open space.
As with our 2009 application, the City and Jefferson Land Trust are currently focusing acquisition
efforts in the highest-priority portion of the QWC that extends east from Cook Avenue into the
bttp:l/www.coJefferson.wa.uslcommissionemlConservationlconservatiOD.asp
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Winona Wetland basin (see work-site area map). The Winona Basin of the corridor contains 4 .
category II and III wetlands and mixed mature native forest with some of the .Iarg!lSt fir,trees on the
North QuimperPertinsula. Most. of the project area Is In low lying bottom hand, though the
tOpOgraphy drops steeply from Cook Avenue down to the east into the basin. The TIer II parcel!:J
proposed for acquiSition with this application contain additional wetland buffer and forest habitat,
provide a buffer from encroaching d~elopment and help provide links between protected
properties. This Winona Basin area was Identified in the QWC ManagementPlan as having some
of the highest habitat values in all of the QWC. This area has the longest contiguous stretch of
habitat. with nO road or highway interruptions. '
The Winona Basin is considered a vital component of the (;luimper Wildlife Corridor due to the
diversity of wetland, mature forest, snags and floodplain providing habitat for multiple species. The
majority of Winona and TeePee Wetland lots and 1 OO-year floodplain parcels between them are
permanently protected through City ~nd Land Trust ownership. Remaining wetland, wetland buffers
and floodplain forest' connections between Winona Wetl!ilnd and the Quaking Aspen Wetland to the
east and additional mature forest In the basin is considered Tier I and Tier II properties for
Ptvtection. All of the area was platted In the 1880's into 50 x 100 ft lots, and residential
development Is continuing just to the north and east of the ,area and will cOntinue to threaten the
Winona Basin until critical parcels are acquired. '
Numerous trails crissGross the Winona Basin arid are part of the larger network known as Cappy's
Trails. Several are recognized in the City's Non- Motorized Transportation Plan. Residents and
visitors alike utilize the area for passive recreational opportunities like hiking, bird watching and bike
'riding. '
21. The proposed acquisition
X provides habitat for ,State of Washington Priority Habitat and/or State or Federal Threatened,
Endangered or Sensitift species. '
,X provides habitat for a variety oimltive flora or fanna species.
X contributes to an existing or future wildlife corridor or migration route.
If Cf!firmative in any of the above, please describe beloW, and cite or provide documentation of
species' use.
The QWC provides critical habitat In an area of looming urban development and is home to a wide'
variety of flora and faun!il, from the humble tough-ski!lned newt and C!illypso orchid to nearly 200
bird species and numerous sffi!illi and large mamm!ills. Protection Island, located just offshore of the
western end of the corridor, is a National Wildlife Refuge and home to nearly seventy percent of the
seabirds that nest and breed In all of Puget Sound. Washington Department of Wildlife and the local
Audubon Society have identified several state priority species in the QWC that are sensitive,
threatened or listed. These include: Bald eagle, Peregrine Falcon, Wood duck, Great Blue Heron,
Pileated Woodpecker, Band-Tailed Pigeon, Merlin, Olive Sided Rycatcher, black tailed deer, and
bob cat The corridor will allow these ,species and others the safety of cover to move between
~and and forest ecosystems, .
22li. Describe the extent and nature of eurrent and planned agrieulturaluse of the proposed
acquisition, including any anticipated ehanges to that use onl:e the property, or property right,
is aequired with Conservation Futures funds. '
None planned
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8
b. Describe any participation by current property owner in any other agrienlturalland
cOll8ervation programs, inclnding the program and nature of the involvement.
Not applicable
23. Desc:ribe the use planned for the site, any development plans after acq~ition; cha"raeteristic:s
of the site which demonstrate ~hat it is well-suited to the proposed use, and plans for any
habitable buildings currently on the site.
.
None planned
24a. Proposed acquisition site and any subsequent planned passive development
(as described above) X is _is not part of a larger project. ,
b. If applicable, describe how the site relates to the larger project, and whether the project has a
plan, schedule and funding dedicated to its completion.
This project is part of the City of Port Townsend and Jefferson' Land Trust's effort to protect
valuable forest, wetland and floodplain habitat in the QWC. The parcels include wetland and buffer
habitat in the connective portion. of ~ corridor between Cook Avenue on the west and the City
owned Quaking Aspen Wetland on the east.
The QWC is an ambitious project spearheaded by JefferSon Land Tnist and the City since the mid
1990's. The QWC is a series'ofwetJands, floodplains, and forested connections located on the
North Quimper Peninsula in East Jefferson County, Washington, This 3.5-mile drainage course
.stretches from the Mlddlepoint Land Conservancy near Protection Island on the west side of the
Quimper Peninsula to Chinese Gardens Wetland near Fort Worden State Park. The wildlife
corridor links six major wildlife habitat areas, including .four critical and high-priority wetlands. The
wildlife corridor also contains areas of significant habitat value within the con'nections between the
major habitat areas. In addition to protecting diverse forest habitat, wetland and buffer habitat for
over 120 species of birds, migrating amphibians, small mammals and (occasionally large ones), the
corridor provides protection of the City's largest drainage basin for stormwater treatment and flood
control.
The City of Port Townsend, Jefferson County, Jefferson Land Trust, Washington Department of
Natural Resources, the U.S. Fish and Wildlife Service, the local Audubon Chapter, several private
foundations and many community members have been working to ,accomplish the goals of the
project. To date, the City has utilized grant funds to acquire approximately 42 acres of wetland and
forested habitat in the corridor. Jefferson Land Trust has raised over $700,000 for additional
C!cquisitions and stewardship of properties acquired. Over 300 platted lots are protected throlJgh
Land. Trust, City and County ownership. Project partners will continue to seek willing sellers of
identified priority properties and will raise grant and community funds to protect these parcels. In
addition, the 45-acre Middlepolnt Land ConservanCY, an BO-aera Department of Natural Resources
forestland parcel being managed for old growth characteristics, privately owned TIbbal's Lake and
Chinese Gardens Wetland all prOvide wildlife habitat and recraatlonal opportunities.
25. Deseribe how the proposed acquisition benefits primarily a X local area _hroad eoun~ area
including the area served, the nature of the benefit, the jurisdictions involved, lind the
populations served.
http://wwW.CQJefferson.wauslcommissionerslConservationlconserwtioD.llSp
9
Protection of the wetland, buffer and, floodplain habitats of the awc provides particular benefits to
local residents in tIUrt it provides stonn-water filtration andffoodplain retention. In general, however,
protection ,of the awc habitats, provides oonefits not only to residents of Port Townsend arid ,
surrounding county areas; but also to the many visitors to our area The corridor is used extensively
for passive'recreatlon by the community and visitors who enjoy walking the trails, bike riding and
horseback riding. The wetlands and forests of the ,corridor provide education opportunities for all,
and have been field elassrooms for the Native Plant Society,.Audubon m.embers conducting annual
Christmas bird counts, and Mountain View,. Blue Heron and High School Students~ Realtors frOIT!
all over the region taking continuing educational courses at WSU have participated in corridor field
trips to understand. wetland ecology. The bike trails of the corridor were identified in a national
mountain bike magazine. The Land Trust has conducted numerous tours to various parts of the
corridor over the last several years as part of, our ongoing community outreach efforts. The project
is bound to receive additional recognition as the Port Townsend area continues to grow.
26. Describe the educational or interpretive opportunities that exist for providing public aecess,
educational or interpretive displays (signage, kiosks, etc.) on the.proposed site, including any
plans to provide those improvements and any plans fot public acCessibility.
. .
awc continues to be utilized by numerous community groups for educational purposes, including
school programs, Native Plant Society walks, and Audubon walks. Forty community members have
completed a two-month awc docent training held annually since 2008 through Jefferson Land
Trust. The trained dClcents have provided monthly walks on existing trails since June 2008 for the
public and school children, with attendance averaging 25 participants each month. Docents and
other community meml)ers help with stewardship activities in the corridor as well. Land Trust
volunteers are creating interpretive displays that will provide visitors to the corridor an
, understanding Of the function of the cOrridor, as well directing people away from the more sensitive
habitat areas.
27~ The proposed aequisition.- includes historic or culturally significant resources1 and
_ is registered with tbe National Register of Historic Places, or an equivalent program.
_ is recognized locally has having historic or cultural resources.
_ is adjacent to and provides a buffer for a historic or cultural site.
If ajfirmfliive in any of the alfove, please describe below, and cite or provide documentation of the
historical or cultural resources. . .
Not applicable
28a. Describe the extent and nature of eurrent and planned silvicultural use of the proposed
aequiSition. Please cite or. provide documentation of existing or. planned silvicultural activities
includingforest managementplan(s).
None planned
1 Cultural resources means archeological and hlslDrlc sites and artlfadsl. and tladltlol\lll religious ceremonial and '
social uses and actiVItIes of affected Indian Trlbes and mandatory protections of resources under chapters 27.44
and 27.53, RON.
, http://www.coJefferson.wa.uslcommlsslonerslConservationlconservation.asp 10
b. Desen'be any participation by current property owner in silviculture conservation programs,
including the program and nature of the involvement.
None planned
29. Sponsors of applieations that are approved for funding by the Board of County .
Commissioners are required to submit a brief progress report by Oclober 30 every year for
three years after the award is approved, or three years after the aequisition funds are
disbursed to the applicant, whichever is later. The progress report mnst address any changes
in the project foens or purpose, Pro;ress in obtaining matching funding, and stewardship and
maintenance. Sponsors receiving O&M funds will also submit an annual report for each year
that O&M funds are expended. The Committee will use the information to develop a project
"report eard" that will be submitted annually to the Board of County Commissioners.
.
If this applieation is approved for filnding, I understand the sponsor is required to submit .
progress reports for three years and for any year fu which O&M funds are expended.
'~s. Initials 2/2.i/1l Date
.
30. If, three years after the date funding is approved by the Board of County Commissioners, the
applicants have not obtained the required matching funds, the Committee may request the
Board of County Commissioners to nullify their approval offunds, and may require the
project to re-apply. ..
I
If this application'is approved for funding, I understand that we may be required to re-submit
the application if the project sponsor does not obtain the necessary matching funding within
three years. SS Initials 2.(1$/11 Date .
.
I
.
. !
31. Are there any critical dates, e.g, grant deadlines, for your project that the Committee should
know about? Please list the dates and explain their importance.
Land llwner is ready to sell and JL T donors are willing to contrlbute if grant funding Is available
through the CFF Program.
http://www.coJefferson.waus/commissioners/CoDSeIVationfcoDSeIVation.asp
11
February Z4,2o:n
Sarah. .spaeth
E~"e DirectOr
Jefferson Land T~
1 0~3 La\VreJice street .
'Port Townsend, W A 98368
Dear Sarah.,
This 1etter.is to indicate my interest in selling the following parcels ofland for protection
purposes: ,
Tax Parcel Number: 951902402, Fowler's Park Addition, Block 24, Lotsll-17.
We also understand that this sale is contingCnt on funding from the Jefferson County
Conservation Futures Prograni. , "
Signed,
.' ~l~~~~e
PO Box 1564
Port Townsend, WA 98368
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I!lTElllDL 1lE'1BNUB SERVICE
DISTlUCT Ii~.
2 CtrPANIA CIRCLE
MONTBREY PARK..~ ~~755-7406
DEPJIRTMENT OF THE TREAsuRY
JKn'BRSON LAND Ta'tJST.
. C/O DOUG Ml'oSON .PIlES
pO BOX 16~0
PORT ~JOllW. WA 98368-0~09
Employer Identification 1ITIIIIlber:
91-~465078
case 1ITIIIIlber:
954109002
Contact Person:
TnONE TlIOMAS
Contact Telephone !lUmber.
(213) 894-2289
our Letter Dateil:
.May 08. 1990
. Addei1d= Applies:
No
Date: MAY 03 1994
near Applicant.
This modifies Oar letter of the above date in whiah we etatedthet you .
would bEi treated as an organizat:i.on thet is not a private foundation until the.
expiration of your advance rW.ing period.
,
Your exempt status 1mder section 5f)~ (a) of. the Internill Revenae Code as an .
~zationdescribed in. section 5i1~(c) (3) is still in effect. Sased on the
information you ~tted. we have dete:rmi.ned tIlat you are not a private
foundation within the ~,,"4"g of section 509 (al of the Code because yoU are an
organization of the type described in section 509 (al (~) and 110 lbl (~) (Al (vil .
Gzantors and contributors may rely on this determination unless the
Internal ReVenue sexvice publishes notice. to the contrary. Bawever. if you
.lose your section 509 (a). (ll sta!:Us. a grantor .or contributor. may not rely on.
this determination if he or she was in part responsible .for. or was aware of.
the. act or fa4lure to act. or the substantial or material chaitgs. on the part of
the orgaJrl.zation that resulted in your loss of suah. status, or. if he or she ..
aequixed knoWledge .that the Intemal ReVenue sexvice had given notice that you
would no longer be classified. as a section 50.9 (a) (1) o~tion.
If we have indicaeed in the helldil\g .of this letter thet an add<<o~n""
applies. the ".dd_dmn encl~ is.an integral part of this letter..
BBcause this leeter could help resolve any questions about your privaee
foundation staeus, please keep it in your pe:rlIllIJI.SXle records. .
If you have 8ny queaeions. please contact the person whose name and
telephone "''''''''''r are shown above.
S~:fGU%'s.
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Richard R~
District Director
Letter 1050 (tIO/CGJ
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Owen Fairbank, President
'.
Jefferson Land trilst
2011 Board of Directors
Ginny Chamberlin, Vice-President
Joanne Tyler, Treasurer
Kathryn Lamka, Secretary
. Gary Keister
Suzanne Learned
Glenda Hultman
.
Steve Moore
Rodger Schmitt
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JEFFERSON LAND TRUST
AND SUBSIDIARY
Consolidated Financial Sl;itements and
Independent Accountants' ReView Report
Deeember 31, 2008
Table of Contents
Page
Independent ACcountants' Review Report
Consolidated Financial Statements:
Consolidated statement of Financial Position
Consolidated statement of Activities
Consolidated Statement of Cash Flows
Notes to Consolidated Financial Statements
Supplemental Information:
Consolidated Statement of Functional Expenses
1
2
3
4
5-12
13
.Independent Accountants' Review Report
Board ofDlrectors .
Jefferson Land rTust and Subsidiary
Port TOwnsend, Washington
We have reviewed the accompanying consolidated statement of financial position of Jefferson
Land Trust and Subsidiary (collectively, JLT, a nonprofit organization) as of December 31,
2008, and 1;he related consolidated statements of activities and cash flows for th!l year then
ended, in accordance with Statements on Standar4s for AcCounting and Review Services ~ed
by the American Institute of Certified Public Accountants." All infoi:mation included in these
. consolidated financial statemeirts is the representation of the management of JL T. .
A review conSists principally of inquiries of JL T personnel and analytical procedures applied to
financial data. It is substantially less in scope than an andit in accordance witha:uditing standards
generally accepted in the United States of America, the objective of which is the expression of an
opinion regarding the financial statements taken as a whole. Accordingly, we do not express such
an opinion.
Based on our review, we are not aware of any material modifications that shomel- be made to the
accompanying conSolidated financial statenieD.ts in order for them to be in cOnformity with
accounting principles generally accepted in the United States of America.
Our review waS made for the purpose of expressing Iimited assurance that there are no material
modifications thilt should be made to the financial statements in order for thenito be m
coDformity With. generally accepted accounting principles. The information included. in the
accompanying statement of functional expenseS on page 13 is presented only for supplementary
analysis purposes. Such information has been subjected to the inquiry and analytical procedures
applied in the review of the baSic financial statements, and we are" nOt aware of any material
mociifications that should be made thereto. .
f!t~~ PS
Certified Public Accountants
Bellevue. Washington
June 12, 2009
JEFFERSON LAND TRUSTAND SUBSIDl'ARY
ConsolJdtlted Statement of Fbumcial Position
December 31, 2008
. See acco11lpQ1lJling notes and accountants' report.
-2-
JEFFERSON LAND TRUST AND SUBSIDIARY
ConsoUdated Stl1tement of Activities
For the :rear Ended December 31,2008
Temporarily
Unrestricted Restricted Total
Revenue, Gains and Losses:
Gifts and contributions- $ 346,227 $ 594,436 $ 940,663
Fair value of easement acquistions 1,198,820 1,198,820
Grants and contracts 160,336 160,336
Special events income, net of expenses of $17,427 85;359 85,359
Net loss on Investments (54,108) (54,108)
Gain on sale of habitat land property 94,182 94,182
Rental income 21,615 21,615
ReleaSe from purpose restricllon 30,941 - (30,941)
Total Revenue, Gains and Losses 1,883,374 563,495 2,446,869
Expe~:
program 1,604,890 1,604,890
General and administrative 121;282 121,282
Fundralsing 46,341 46,341
Total i:xpenses 1,772,513 1,772,513
Change In Net Assets 110,861 563,495 674,356
Beginning of year net assets,
as adjusted (Note 9) 1,001,441 395,347 1,396.788
End of Year Net Assets $ 1,112,302 $ 958,842 $ 2,071,144
See accompanying notes and. occ01J1ltants' report.
-3-
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Cash FIow8 frOm ~ ActMtIer..'
Change In netassets '" ' "
,AlIj11slinelrtS ~ recOncue.~i1i net assets to
. ". net Cash provlded bY opel"8tlngacl!\lltlllS:
. . ~jllIlClation attd arnodiiallOn, ' '
. ,'. Qonated Jandand -rnei'its .
'. . RcfaJJzecI altdunreallied tOss onirMlStluen!&
Gain On eats ofl8rid .' '. .,'<.
Changes In 8ssets attd liab1IltIes:'
AccoUntsrecelvable .", '
J:lledgesr&c:eivable .
Accounts Payable.
Aocrued.'~
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13.256
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~Ffow& from /nJIIl8tiIltI A~ "
, Fui1:halles of lnItestrnel\l$ - . -, '
PJ'o(:eed$ftoinsaisof~.ts '.' ,
.., FumhflseS Orland alldlaitQ purc/la!I8QJ:1tlOn '
f!roc8adafrom lIliII8 of land < ", .
f'\I~ of~re am!,equlpment
.0<
.'f,
,
',,<(
'n ~
.;-,
, 'NetCllsb IJ1lecl by 1nw..ath.gA~ '
. . ..
. '.
'f,
, . Cash FIow8ftolnFIritilI~ACtiVUles: .
'PayrnantSon fllns term debt ' .
'.<:
Net CaahUaed by FInanctiIu Ai:uvItJe$ :
-":,,"',',, <..7 ." ';. '_, "
Net ,Chaitge In Caah and C88h Equtvalenla
..<.
(3.~9~ .
f3.048{
,
. ~:;. '
-".
,
311..'
:;0'\.
.~ s.1PPJelpenta/ Dl8cl0lHll'e of _ Flow lIIfonrilIfion:
;ClIsh pSi\'! fOr intereSt
....;
,'.,
See~1lOieslllld~,repon
';'J-
-4-
".'
,",
JEFFERSON LAND TRUST AND SUBSIDIARY
Notes to .consolid8ted Fma'ncial SlIltements
Note 1 - Organization and SUI1J11lfl1'y of Signijlcant Accounting Policies
Organization. Jefferson Land Trust (the Land Trust) is a Washington nonprofit corporation, fanned on April
7, '989. The Land Trust's purpose is to acquire, preserve and manage open space lands and easements far
land conservation purposes benefitting the public. The. Land Trust also provides information and materials to
the public on land conservetion issues. The Land Trust serves Jefferson County on the Olympic fieninsula in
Washington. The Land Trust has been accredited by the national Land Trust Alliance as of August 5, 2009.
On September 5; 2007, JLT'Resources, LLC was fanned' with JE!fferson Land Trust as Its only member. .JLT
Resources, LLC was fanned far .the purpose of purchasing and holding land far conservation purposes. .
Summary of Significant Accounting PolicIes:
PrincIples of Consolidation ~ These financial statements con~lidate the statements of Jefferson Land Trust
and JL T Resources, LLC (coDectively, 'JL 1"). .Inter-organlzation balances and transactions have been
eliminated incons.olidation.' .
Basis of AccOunting - The finanCIal statements of JL T have been prepared on the acarual basis of
acoounting.
BasIs of Presentation - Net assets. and revenues, expenses, gains and losses are t;lassified based on the
existence or absence of donor-imposed restrictians. Accordingly, the net assets of JL T and changes therein
are classified and reported as fallOWS:
Unrestricted Net Assets - InclUde all net assetS on which j:here are nO donor-imposed restrictions far .
. use, or on which donor-:imposed restrictions ware temporary and have expired. .'
Temoorarllv Restricted Net Assets - Include all net assets subject to donor-imposed restrictions that
wlII be met either by actions of 'JL T or the passage of time.' .
Permaneritlv Restiicted Net Assets . Include all net assets received by donations .wherein the donors
Impose a pennanent restriction on the Use of the gift The donors require the gift. to be invested and
only the Income fR?m such' investments may be used to support the Intended. cause. JL T had no
. permanently .restricted 'net assets as of Dacember 31, 2008.
All donor-restricted support is reported as increases in temporarily or pennanentiy restricted net assets,
. depending on the nature of the restriction. When restrictions expire (that is, when.a stipulated time restriction
ends or purpose rastrlction is accomplished), lemporerlly restricted 'net assets are reclassified to unrastrlcted
net assets and reported in the. statement of activitles as net assets released from rastrlction. Gifts of
equipment are reported as unrestricted support unless explli:il donor s.tipulations speclfy how the donated
assets must be used. Gifts of long-lived assets with explicit restrictions that specify how the assets are to be
used and gifts of cash or other assets that must be used to acq~ long-lived assets are reported as
restricted support. Absent expDclt donor stipulations about how long. thoSe long-lived. assets must be
maintained, explratkinsof donor restrictions are reported when the donated or acquired long-lived assets are "
placed in service. .' .
-5~
JEFFERSON LAND TRUST AND SUBSIDIARY
Notes to Consolidated Financiill Sfilte>>rents
Note 1 - Continued
Use of EsUmates - The preparation of financial statements in conformity with accounllng principles generally
accepted in the United states. of America requires management to make esllmates and assumptions that
affect the reported amounts of assets and fiablli1les and disclosure of conllngent assets and liabIlities at the
date of the financial atatements, and the reported amounts of revenues and expenses during the reporting
period. Actual results could diffEir from those esllmates.
Cash and Cash . EqUivalents . For reporting purposes, JL T consldere all unl'elltricted highly liquId
Investments with a purchased maturity of three months or less to be cash equillaJents.
ConcentratIons . JL T maintains its cash in bank deposit accounts with one financial inslltullpn. JL Ts cash
balances may, at times, exceed tederaUy Insured limits.
One donor's pledge represented approxImately 43% of pledges receIvable at December 31, 2008.
Investments - Investments In mark_Ie securilles with readIly determinable fair values and all Investments .
in debt securilles are valued 'at their fair values In the atatement of financial posillon. The canying an19un! of
the investment held in trust is determined by the trustee holding the securilles. UnreaflZed gains and losses
are included In the change In net assets.
JL T has established a designat!ld fund at Jeffereon COunty Community Foundaj:lon. As JL T has desIgnated
itself as the beneficiary of the fund, the fund balance and acllvily are reported In the financial statements of
JL T as required by gf/neraIly accapted accounllng principles.
ACcounts Receivable . Accounts receIvable are stated at the amount management expects to cciOeci from
outstllnding balancas. Management provides for prQbable uncoOecllble amounts through a charge to earnings
and a credit to a valuation allowance based on its assessment of the current status of Indlvidual accounts.
Balances silO outstanding after management has used reasonable collection efforts .are written off through a
charge to. the valuation allowance and a credit to trade accounts receIvabie. Changes In the valuallon have
not been material to the financial statements.
Grants and Contracts. JL T receives grants and contracts from faderaI, elate, and localagencles, as weD as
from prIvate organiZations, to be used for .specific programs or land purchases. The ex~ of grants
receIvable over reimbursable expenditures to-date is recorded as deferred revenue. .
FurnIture and Ecjulpment. Fumlture end equipment are capitalized at cost If.purchased, or, if donated, at
the approximate ~ value at the date' of donallon. When retired or otherwise disposed of, the related carrying
value and .accumuIeted depreclation are removed from the raspactlve accounts and the nat difference, less
any amount realized from dispositlon, is reflected In earnings.. Maintenance and repalre are charg6!l to
expenses as Incurred. Costs of signiflcant Improvements are capitalized. JL T provides for depreciation using
the straight-line method over the esllmated useful lives of the assets of five to ten years. . .
- 6-
. JEFFERSON LAND TRUST AND SUBSIDIARY
Notes to ConsoliJnf'!t/ Fuuzncial Statements
Note 1 - Continued
Land and Easements . JL T records acquisitions of land at cost if purchased. Land acquired through
donation Is recordad at fair value, with fait values genarally based on independent professional appraisals.
These assats fall into two primary categories:
Conservation lands - RllaI property with significant ecological value for habitat. . open space, or
working lands. stewardship programs of JL T manage these properties to protect the natural
biOlogical diversity of the property. JL T manages its working timberland as a Forest stewardship
Councll- Certlfled, managed forest..
Conservation ~"""ments - Voluntary legal agresments betwaen a landowner and a land trust or
govemment agency to permanently protect the identlfled natural features and conservaDon values of
the property. These easements may be sold or transferred to others so long as the assignee agrees
. to carry out, in perpetuity, the conservation purposes intended by the original grantor. Consarvatlon
.easements owned by JL T Protect f:1abitat. open space and working lands, such as family .farrns,
through its stewardship programs.
Easements acquired represent numerous reStrlctlons over the use and development of land not
owned Oy. JLT. Since the benefits of such easements accrue to the public upon acquisition, the fair
merket value of easements acquired Is shown In lhe year of acquisition as an adclition to net assets to
record the donation of the easement, and unless conveyed to a public agency. for consideration,
shown as a reductlon in net 8ssets to record the .value of the public's benefit and to recognize that
these easements have no marketable value once severed from the land and held bY JL T. Easements
held by JL T are carried on the statement of financial position at $1 each for tracking and aCO?untlng
.. purposes. Easenientsvalued at $1,198,820 were donated to JL T during the year ended December
31,2008. Accordingly, $1,198,820 of contribution revenue and $1,198,815 of related wlite down
expense haVe been reported on the statement of actlvities for the year ended December 31, 2008. .
Federal Income Taxes - The Internal ~evenue Service has determined Jefferson Land Trust and JL T
Resources, LLC {a dlsregan:led entity} to be exempt from federallnoome taxes IIOdar Internal Revenue
Code Sectlon 501 (c}(3). Contributions to the organizations are deductlble as allowed undar Sectlon
170(b}(i)(A){vi) Of the Code.. .
Functional Allocation of Expenses - The costs of providing the .varlous programs and other actlvities have
baen summarized on a functional basis In the statement Of actlvities. Accordingly, certain costs have baen
allocated among the programs and supportlng services benefited.
Note 2 - Fair Value Measurements
In september 2006, the Financial Accounting Standards Board ("FASB") lssuedFASB Statement ("SFAS")
No. 157. Fair Value MeasiJrements.SFAS 157 defines fair value, establishes a framewOrk for meaSuring fair
valUe in genaraJlyaccepted accounting principles, and. expands diSclosures about fair value- measurements.
To Increase consistency and comparab~ity In fair value measurements, SFAS 157 uSes a fair. value hierarchy
that prlorltlzas the inputs to valuation approaches into thres broad levels. The hierarchy gives the highest
priority to quoted prices In actlve markets (Level 1 ) and the lowest priority to unobsarvablelnputs. (Level 3).
- 7-
JEFFERSON LAND TRUST AND SUBSIDIARY
Notes to Consolidated Financial Sto1ements
Note 2 - Continued
Valuation Techniques - Rnancial asSets and liabilities valued using Level 1 Inputs are based on unadjusted
quoted market pl'ices within active markets. financial assets and liabilities valued using Level 2 inputs are
based primarily on quoted prices for similar assets or liabilities in active or inactive markets. Financial FISSElts
and liabilities using Leval 3 inputs were primarily valued using managemenfs assumptions about the
assumptions market participants would utilize in pricing the asset or liability. Valuation techniques utilized to
determine fair value are consistently applied. . .
Fair Values Measured on a Recurring Basis - Fair values of Investments messured on a recurring basis at
December 31. 2008 were as follows:
Fair Value Measurements at December 31. 2008
Significant
Other SignifICant
Observable Unobservable
Inputs Inputs
(Level 2) (Level 3)
Total
Quoted Prices
In Active
Markets for
Identical Assets
(Level ])
Certificates of .deposit
Funds held at Jefferson CountY
Community Foundation
$
- $
91,449 $ - $ 91,449
148,896 148.896
s
- S
91 .tAG' S 148 898 S '41U41l
A reconciliation of the beginning and ending balances for fair value measurements made using significant
unobservable inputs (Level 3) follows:
Beginning balanca at January 1, 2008
Totellosses (reallzed/onrealizedl
Wilhdlawals
Ending BaIance at December 31, 2008
$ . 221,686
(67,545)
15.245)
Sl 148898
Invastment return for the year ended December 31, 2008 consisted of the folloWing:
Interest income
Realized/unrealized loss
$
17,188
171.294)
S 1&4...106\
-8-
JEFFERSON LAND TRUST AND SUBSIDIAl!.Y
Notes to Consolidllted Financial Statements.
Note 3 - Pledges Receivable
At December 31, 2008; JL T had $468,328 in pledges receivable, which are to be received over a period of
five years. Expected future receipts for the next five years are as foDows:
Years Ending December 31,
2009'
2010
2011
2012
. 2013
$
143,307
131,916
104,840
82,765
5.500
S 4lIlI 328
.' .
A present value discoUnt on pledges receivable has been determined to not be rri8tenal to the financial
statements. No alloWance for doubtful accounts was deemed necessal}' by management for the promises to
give based on historio experience. .
Note 4 .; Land, Co'ttserviltJon Easements., and PurcJwse Options
Land, consBJVation easements, and purchase options at December 31,2008 are summarized as follows:
Land:.
Red Dog Farm
Quimper Wildlife Corridor
Bulls .
Chimacum Creek
i<Dham Comet
Conservation easements
Land purchasil option
$
333,760
243,804
125,240
139,094
38,930
35
30.000
S 910.883
-9-
JEFFERSON LAND TRUST AND SUBSIDIARY
Notes to Consolidated Financial Statements.
Note 5 - Long-term Debt
On December 16, 2007, JL T entered into a loan agreement with a commercial lender in the amount of
$226,110. The loan bears interest at 6.5%: and is due in 60 monthly payments of principal and interest
totaling $1,965, and a final principal payment of ~02,753 on January 10, 2013. The loan Is secured by the
R.ilcI Dog Farm property and an Assignment of Rents from the lease described in Note 6.
Principal payments on the loan are as follows:
Yl'iUS Ending December 31,
2009
2010
2011
2012
2013
$
4,451
4,645
5,273
5,739
202.753
S ~23 081
Yeor.s Ending December 31,
2009
2010
2011
2012
$
23,560
23,560
23.560
23.560
S 94..320
- 10- .
JEFFERSON LAND TRUST AND SUBSID1AJlY
. .
Notes to ConsolidJited FinandaI Statements
Note 7 ~ Unrestrk:ted Net ~ets
Unrestricted net assets consisted of the foUowinQ.at December 31, 2008:
Designated - Red Dog Farm land
Designated - Qubnper WildDfe Corridor land
. Designated - Bulls .
Designated - Chimacum Creek
Conservation easements
$
333,760
243,804
125,240
139,094 .
35
Total designated. 841,933
Undeslgnated 270.369.
I 1~112.302
Note 8.- Temporarily Restricted Net Assets
Temporariiyrestrlcted riet assets consisted of the following at December 31, 2008:
Purpose restri9lion:
To purchase Glendale Farm easement
To purchase Gateway land.
For-stawartfship of Btills property
$
300,000
100,000
90.514
490,514 .
.Time restrictlori:
Outstanding Illedges
468.328 .
l
969 R.t"
Note 9 _ Adjustments to Beginning Nit Assets
During the year ended December 31,2007, JL T entared Into an agreement with. the Jefferson County
Community Foundation (JCCF), whereby the Jefferson Land Trust. Stewai'dshlp Fund (th~ Fund) was
established. JLT transferred a total of $215,260 to the Fund. Per the termS of a Memorandum of
UnderStanding, distributions from the Fund will be made for stewardship and legal defense of easements held :.
by JL T. This transaction had been recognized as an expense in a prior year. It was determined during the
year ended December 31, 2008 that, under the tanTis of the fund agreement, JL T' maintains control over the
fund assets and any. distributionS of earnings from ttie Fund. Therefore, an iadjustment was recorded to
reverse the expense and record the value of the fund and relatedlnvestmant earnings at December 31, 2007.
As a result, beginning net assets were increased by $221,686.
During the year.ended December 31, 2008, JL T determined that temporarily restricted funds held by JL Tfrom
p~vlous year donations had originally been. recorded as unrestricted. The temporary restriction has bean
recorded as of December 31, 2007. As a result, beginning temporarily restricted net assets were \n(;J cased by
$395,347, and beginning Unrestricted net assets were decreased by $395,347. .
-11-
JEFFERSON LAND TRUST AND SUBSIDIARY
Notes to Consolidated Finmu:iaJ Stotel1l21lts
.
Note 9 - Continued
During the year ended December 31, 2008, JL T determined that unreslrictedfunds held by JL T from a
previous year donation had originally been recorded as temporarily restricted.. The temporary restriction has
been reversed as of December 31,2007. As a result, beginning unrestricted net assets were increased by
$37,084, and beginning temporarily restricted nat assets were decreased by $37,084.
During the year ended December 31, 2008, JL T determined that a portion of land held had been transferred
to an outside party in a prior year, but had not been reflected as such in the accounting records. The land has
been removed from the records as of December 31,2007. As a result, beginning unrestricted net assets were
decreased by $7,500.
During the year ended December 31, 2008, JL T determined that a portion of land had been acquired in a
previous year, but Iiad not been reflected as such in the accoUnting records. The land has been included in
the records as of December 31, 2007. As a result, beginning unrestrict!;!d net assets were increased by
$9,650.
The following table sets forth the effects of these adjustments at December 31, 2007:
As Previouslv
Reoorted Adiustments As Adiusted
Consolidated statement of Financial Position:
Unrestricted net assets $ 1,135,857
Temporarily restricted net assets 37.084
T.otal Net Assets S 1 172.951
$ (134,426) $ 1,001;441
358.263 395.347
S 223.837 S 1.398.7&R
Note 10 - Subsequent Events
in the months following year end, JL T, "along with the markets in general, has experienCed significant
fluctuations In Its Invastment balances. JL T is aware there are significant pressures In the current global
financial markets. ,lL T is vigilantiy monitoring the developments in the markets and believes that it is "
positioned to deal with these developments should the unfavorable mart<et conditions "persist poUcy dictates
malntalnlng the asset allocation through all markets rather ttian attempting market timing.
-12-
--""
SUPPLEMENTAL INFORMATION
. ,
JEFFERSON lAND TRUST AND SUBSIDIARY
Consolidated Statement of FU1ICf!onal Expenses
For the Year Ended December 31, 2008
General aM
Program Administrative FundraislnfJ Total
Salaries $ 149,260 $ 61,217 $ 31,536 $ 242,013
Payrolllaxes 15,121 6,097 3,170 24,388
Employee benjafits 22,253 8,973 4,666 35,892
Total salaries and benefits expense . 186,634 76,287 39,372 302,293
Land and stewardship expenses 130,717 136 130,853
Fair value of easement donations written down 1,198,815 1,198,815
Donation to Nordlaild Garden Club 6,284 6,284
Professional fees 28,045 . 28,045
Public awareness 12,395 . 12,395
Rent 10,871 4,459 811 16,141
Postage and printing 11,708 584 2,267 . 14,559
Travel and seminars 7,937 2,081 1,087 11,065
Office suppllea 6,408 1,973. . 867 9,246
Insurance 2,443 2,465 4,908
Web design and maintenance 867 867 1,734
Telephone 2,181 894 461 3,536
UtIlities 1,275 523 269 2,067
Dues and subscriptions 1,561 1,561 3,122
Depreciation 1,061 435 224 1,720
Bank fees 453 453
Interest 18,566 18,566
other expenses 5,169 1,522 6,691
Total Expenses $ 1;604,890 $ 121,282 $ 46,341 $ 1,772,513
-
See qccountants' report.
-13-
3:38 PM
02124/11
ACcrual BasIll :
Jefferson Land Trust
Profit & Loss
January through December,2010
Jan . Dee 10
OrdInary IncomelExpense
Income
4000. U~cted L&S Income
4020. U~cted CapI1al Campalgns
4021 . OpP.Ortunfty Fund
101814020. U~ CapI1al Csmpslgna
2,075.00
2,075.00
4b4O . U~lll8d Stewardshlp
4041 . New COnIllIlulIons '
4042 .lnierestIDMdend Income
4043 . U~cted Unreal GaInsIlass
4040 . U~cted S)ew8rdshlp - other
10181404li'. U~cted Slewardshlp
10,475.00
2,463.62
16,537.47'
5.000.00 '
34,47aD9
4050 ; Value of COnserv E1ase Received
T0I8I4OOO. U~cted L&S Income .
44,001.00
80,552.Q9
4500. ReslrIcted L&S Income
4510 . Iieslricted Land Acquls Grants
4511 . COnsel'Vllllon Fututes '
4512. Stale Grant Salmon HabI1al
4513. Stale Grant Farm Land
4514. Stale Grant
4516 . FedernI Grant
ToIal4510 . IleslrIcted Land Acquls Grants
5,020.01 ,
197,412.70
183.75
719;74
69,661.75
, 293.017.il5
, 4520. __ CllpI1al Csmpslgns
4521 . Csmpslgn ContrIbullona
4524 ' Qulmpsr WUdIIIe COrridor
101814520 . Rtdilblcled CapI1aI Csmpslgns
2,700.00
1,025.00
3,725.00
4S4O.~ stswsrdshIp Funds
4542. InlereSllncome
101814li4O . ReslrIcted SlewardshJp Funds
0.00
,0.00
4550 . Rsstrlclsd Non-govemment Grant
4551 . foundation Grants
TDl8I4550 .lIc&lilcled Non-govsmment Grant
8,000.00
8,000.00
101814500 . Rssblcted L&S Income
304,742.95
5000. OpsrsIlons Incoms,
5100 . Individual AniwsI COnIllIlulIona
5102. Annual Msmbershlp- $0449 '
5103. Annual MnmbershIp - $5O-$9lI
5104; Annual Membersl1lp ~ $1i:JG.$249
5105 . Annual Membership - $25lIo$499
5106 . Annual Membership - $500-$95
5107 . Annual Membership - $1000+
5108 . Mise Individual Donatlons
1,622.00'
4,990.0\l
, 9.553.60
3,300.00
4,250.00
9,000.00
25,833.70
Preliminary FlnanciaJ SImnt
AudIled F1nant:1al Stmls
Available May 2011
Pegs 1 015
3:38 PIlI
02124111
A1:l;nIld Basls
Jefferson Land Trust
Profit & Loss
January through Dece~r 2010
5101l. stewardship OperatIOnS Contr.
5113. Workp/IlcegJvlng (corpmall:hllS)
5116. MemberShIp Pledge8
101815100 . Individual Annual COIllIlbulIons
Jan - Dee 10
25.000.00
1,39lI.96
2,279.9J!
67.419.16'
5120 .1nd1vIduaI MuIlI-Year Contrblns,
6121 . Per year Amount- $0-$49
5122 . Per year Amount- $60-$99
5123. Per year Amount- $101).$249
5124 . Per year Amount. ~ $199
5125. Pl!" year Amount- $5llG,fi99
8128 . Per year Amount- $100G+
101815120. Ind1vIduaI Yuill-Year Contrblns
2.225.00
1,240.00
8,125.00
8,720.00
5.430.00
214,320.00
240,080.00
530G. CapIlIII Clunpalgn OperatIOnS SUp
5301 . Opportunlly Fund
101815300. CapIlIII Clunpalgn OperaIlonsSUp
150.00
150.00
54IlO. Even181ncoJ11e
5410. SalesIAdmJsslon
5411 . Sales
5412 . AdmJssIon
5420.~s1dps
5422. RaInfesI
10181 a420. SpcnsorsIdps
0.00
54,158.40
7,337.38
5.350.00 ,
. 5.350.00
.
59,850.00
'1.25!l.oo
718.22,
, 128.884.00
5430 . Fund 8 Need
5431 . SpacIal Even181lO!18l1on8
5440.In-KJnd~
10181541lO . Even181n<:om8 '
5500 . Fee for ServIce ba:oma
55Il1 . Gmnt AdnlIn/8888IIlI
5!lO3. Slewaldslllp
ssoa. EducaIIon8I_ P1uQ."ll6
, 101815500. Fee for S8Ivlca ba:oma
41,503.87
4.117.00
3.087,95
48,688.82
6600 . OparalIOI18lnlenlSt1D1v1de
5840 . SacurftIe&oUmeaIIzed Galn/LoSs
5900. Olhar
5906 . In.KInd'DonalIons. 0peraIl0ns
5910 . 0Ibar '
5920. OlharS....._"'''''''
101815900. 0Ibar
9,724.39
-3,124.77
2,000.00
10.015.94
2.200.00
14,215.94
101816000 . 0peraIl0ns ba:oma
525,787.58
, 1_1n<:om8
911,092.80
Coat Of Goode SOld
PreIIminaJy FlnancIaISlmnt:
Aud!tad FJnanclaI SIml8
, AvliIJabIe May 2011
Page2of8
3:38 PM
02124/11
AcoRIaIIlasIs
Jefferson Land Trust
Profl~ & Loss
January lhrOugh'Decemb8r 2010
Jan . Dlic 1Q
6100. "",,-,,ull ElqlullSll&
'61q1 ,AltwcillsislQ
6103. FecIIfty~.
6104.~
6106; Pll8l8g8 and ShI.PP1n9
.6107. PrIrI1InfI and DuplIc8IIllg
. 6108, Tl8Ylll .
6109 . SUppDes' .
6110.Other~
.TollII6100...."II......~
930.00
2,616.60
13,269.89
2,008.35
9,363.65
1.7.50.81
1,2Q5.43
~
33,528.98
6200. Land andSlb.....dllIIlP ~_
. 8210. AcquIsIIIon and COItV8JlIIlC8
8211' CloSIng "- .
8213. Property/E8sem8nt Purch' PrIce
62:14. TIlIe_
8216. Reconllna fees
62:10 . Aoqulslllon and COItV8JlIIlC8. Other
TollII8210 . AcquIsIllan lIIICI con.eyance
379.40
0.00
108.40
428.00
284.00 .
1.199.60
.'6230.1.and/E1a8ement IfoIdlng Expenses
6232 . Fee SImple fire proIecIIon fees
. 6233 . Fee Slmple Property T8llIlS
8234. Fee S1rftpre.SIeward8IlIp
6235. EIl$emeut Sh..L.dllblp .
62ST. Other
6235 . JLT L8ndISlewardshIp Expenses
6239. Velue of ConserI Eas wrtbi Own
TollII6230 . 1.and/E1a8ement Holding Expenses
73.04
1,272.68
120.00
62,940.39
45.00
11,237.44 .
43.998.00
119.887.55
TollII6200. L8nd lIIICI S\ewIJrd$IIIp Elcpel_
120,887.35
. 8300. ProfeselinaI servIc:e$
83ll3. Appr.ahlel8 .
. 6304. Envbvauleldel "u .e4l8
6305 . Land CoJlsI.1th1g
6308. LegeI
6307 . Mepplng
8308 .lluMlys
. 8310..OIherPnlfesslonel .
. 6311 . LsncIWorka .ConsuItIng
TollII6300. ProfeS8lOllel88I'V1l:es
35,501.38
4,000.00
51.710.05
.100.00
.2,100.00
2,104.00
51,D15.55
2,000.00
'148,331.06
ToIal COGS
302,747.39
GrO$s PnlIIt
606,345.2f
ElcpeIllI8 .
7000. 0perel!0Il9 e....-
71~. AdmInOlfkle~
--,
Pr8Umlnary.FInancIaJ S1mnt:
AudlIed ;RnencIaI Slm1ll
AveDable May2011'
Pege3of5
3:38 PM
02124111
Accrual BasIs
Jefferson Land Trust
Profit & Loss
January through December 2010
7101 . AccountlngiBoOlceepl ServIceS
7102 . AdwerIlstnll
7103" Bank ServIce Charges
7104 . /nslu8IIC8
7105 . Jntemet
'7108. CredIt c.cI fees - Nova ,
7109. DepnlcIaIIon
7110. Equlpment/fumllre purcItase,
7111 . EqulpmentllUmIlw'e Irudilled....ce
7113. Donor Data_
7114. Omce SuppOes
7115. P08l8g8 end ShIpping
7116. PrInlInli end dUplicating
7117 - Rent
, 7118. Telephone
7119. TIllY8l
, 7120. UlIlItIea
7122 . Web DellIgn/MaIn1enance
7123 . Olber , '
7125. Dues" SUbscrlptlons
7126 . Food " EnterIaInment
7126. Pay Pal Fee
7126 . Management Fee
7130. DonaIIons
'7131 . FInal1Ce Cbarges/LlIIe Fees
7190. UnfullIIled Pledges
Tol8l71oo, AdJlIbt 0IlIce I!xperlses
Jan- Dee 10 '
16,455.00
361.15
439.10
2,619.00
841.50
3,282.32
1,339.03
1,00221
469.68
3,937.9S .
1,118.35
106.13
1,463.14
17..357.90 '
~0S2.99
84.00
1,16021
1,695.40
1,060.31
3,293.55
11.13
210.78
46.03
25.00
109.59
, 19,695.12
81,!l52.S3
1200. Training
, 1203. 011 site Training
ToIaI12OO. Training
5,884.17
5,884.17
1300 . SaIaJy, PH IlIX, benefIls
1301 . SaIary- Exllcu1Iva llbwmr
1303. Salary. ........dsbIp llbwmr
13CJ!I. Salary ',Exec D1r. Yacallon
1308. Salary' SIwrdshp, DIt.Yacallon
7311 . Salary. Exec D1r. SIck
1313. Salary. Slwrdshp D1r. SIck
7316 . Salary. Exec.mr - Holiday
1318. Salary - Slwrdshp DIr- HolIday
7321 . Salary -)881' end accruaI
7326, Salary - AdmIrl Assf_
'r.m. saJary - AdmIrl AssI- YacaIlcul
7326 . Salary- AdmIn AssI- SIck
7326. Salary. AdmIn AssI- HolIday
7334, Salary -0u1nlacb Manager
733S . Salary - Oulreacb Mngr - Yecln
733S, Salary - CluIreach Ungr - SIck
rm ,Salary, Oulreacb linger - HIday
733S. Salary. CoJ,seullllon__
51,845.71
42,075.19
3,206.53
, 2,029.38
1,482.34
1,611.38,
1,811,.61
1,5.1123 ,
5,361.68
3,138.00
0.00
0.00
96.00
24,920.49
1,210.32
1.3Q2.76
91022
12,460.52
PreJlminaJy FInanclaI Stmnl:
AudIted FInanclaI stni1s
Available May 2011
Page401S'
3:38 PM
02124/11
Accrual BasIs
Jefferson Land Trust
Profit & Loss
January through December 2010
7339 . Salary - Cnarvln Ass! - Vactn
, 7340. Salary - Cnarvln Ass! - sick
7341 . Salary - Cnarvln,Ass!, H1day
7342 . Salary - DeveIopment O_r
7343 . Salary, D&vIp Olr. Vacation
7344. Salary, De1Ifp Dlr, SIck
734S . Salary - D&vIp Olr, HoBday
7346 . Salary -Flnanca Olreclor
7347. SaIary- Flnanca Olr', Vacation
7348 . Salary - Finance Ob< - Sick
7349 . Salary - finance Olr ~ Holiday ,
7350 . Salary - Internship
7351 . SaJary. Sanlor Admin Spcla1
7352 . SaJary, Bai1lor AdmIn Spt, Vac
7353 . SaJary - Banlor Admin Spt - Sck
7354 . ilaJary, SanIor AdmIn Spt - Hol
7359 . Bonus
7350 . Health Insurance
7361 . Health Insurance - vE Accrual
7364 . SEP-IllA Employer ContrIbution
7370 . Payroll TaxIls
7371 . PayroD Taxes - Soc SecIMed
7373 . Payroll TaXes - LId ,
,7374. PayroD Taxes-Sula
7375 . PayroD Tax ' Year End Accrual
Tolid 7370. PayroB Taxes, '
Jan - Dee 10
529.34
184.91
419.66
22,215.85
2,679.09
0.00
1,351.19'
25,248.70
366.85
0.00
607.48
1,671.54
25,768.24
257.80
1,981.00
, BSl.78
3,166.00
33,290.91
607.28
4,934.34
20,558.24
4,615.78
2,145.27
-2,572.66
, 24,748.63
T01BI7300 . SaJary, PR lax, I!enefIts
306,329.75
To1aI7000. OperaIIona ExJ>enl!e
393,767.15
To1aI Expenaa
393,767.15
214,578.06
, Net DrdInary Income
, lie! Income ,
214,57B.06
Preliminary FInancial Stmnt
Audited Flnanclal Slnits
Available May 2011
Page 5 ofS
Jefferson Land Trust .
RESOLUTION
February 25,2011
WHEREAS, Jeffi:a$un Land Trust is an applicant or sponsor for more than one Conservation
Futures Funding application, and Conservation Futures Funding Application process requires
that Jefferson Land Trust prioritize its projects, and
WHEREAS, Jefferson Land Trust has been working since 1995 in pilJ.tu<itship with Jefferson
County, the City of Port Townsend, Washington Depar1ment of Natural Resources, the
commuirlty and the U.S. Fish and Wildlife Service to acquire land lot"by lot to preserve a 3.5-
mile greenbelt and ~ stormwater drainageway called the Quimper Wildlife Corridor, and
WHEREAS, professional nilturalists and scientists have recommended.tba1 this corridor be
eXpanded to provide further benefit for wildlife species, especially inigmting birds, and to
provide additional wetland buffers, and' .
WHEREAS, acquisition of high-priority identified lots in the Quimper Wildlife Corridor area
from Willing sellers would provide such wildlife and wetland protection, and
WHEREAS, this important cOmmuirlty asset will require stewardship in perpetuity, to incl~
annual monitoring,lIIlIintenance, and management, as spelled out in the City-adopted Quimper
Wildlife Coi:ridor Management P~ Resolution, and
WHEREAS, Jefferson Land Trust has been working since 2000 in partnership with Jefferson
Comity Conservation District, Jefferson County, Washington Department ofFish and Wildlife,
. North Olympic Salmon Coalition, the Hood Canal Coordinating Council, the Jamestown
S'K1a1lamTn"be and WSU Coopemtive ExtensiOn to acquire and restore critical salmon
spawning, rearitIg and migratol)' habitat in the Chimacum Estuary and lower mom!rtem reach,
and .
WHEREAS,professional naturalists and scientists have reCommended that ChirnAcum Creek
habitat protection be expanded to provide further be!refitsfor migmting saImonids. and other
species,and . .
WHEREAS, acquisition ofhigh-prlority identified parcels in the Chimacum Creek:;Estuary area
from willing sellers would provide such habitat protection, and .
WHEREAs, tIIis im.t>>~b.at .:Uww.wftl! asset will require steWatdsbip in perpetuitY, to include<
annual mOnitoring, maintenance, and I'IIllIIlIgelll accotding to the 2008 Lower C!>imRClim
CieekFJSh and Wildlife Managem.entP!an. . . . .
BE IT HEREBY RESOLVED thlit J&"'''''ll Land Trust agreed ~its Febii,Jary IS, 2011.Board of
Directors meeting to~ an appliClJ1ion by the Cw of Port Townsend fod~onservi1tion .
Futures Fnncling for both land purchase and steWatdsbiP funds for this expansion of the Quimper
WUdlife Corridor, and agreed that Quimper Wildlife Corridor is the highest priority fm: 2011
Conservation Futures Funding. The next highest priority is funding forthe CbimacUmCreek
project because it would provide a yital cimnt;etivity to the Chimacum Creek project area.and it
represents a collaborative ~ with connmmity members and our Chumsortium partner
organizations as they work to pn:serve this s!-gnificant salmon habitat.
!;igl'ecI this 25th day ofFebLl1ll1Y, 2011.
o :r1E,'" L,;.~ l~
OwenF . President, BoardOfDireetors
J&etSVil Land Trust