HomeMy WebLinkAboutUpper Tarboo Wetlands Acquisition and Restoration 2020 Application (PDF)1
2020 CF Program Application DRAFT http://www.co.jefferson.wa.us/560/Conservation-Futures-Program
Please complete the following application in its entirety. Be sure to answer “N/A” for questions that don’t apply
to the project. Incomplete applications will not be accepted for consideration.
Unless directed otherwise, use as much space as needed to answer each question.
Contact program staff at 379-4498 or tpokorny@co.jefferson.wa.us with questions.
Background and Eligibility Information
1. Project Title: Upper Tarboo Creek Wetlands Acquisition and Restoration
2. Conservation Futures Acquisition Request: $128,500
Conservation Futures O&M Request: $0
3. Total Conservation Futures Request: $128,500
4. Please indicate the type of interest contemplated in the acquisition process.
X Warranty Deed Easement X __ Other (Please describe below.)
In whose name will the property title be held after acquisition?
Northwest Watershed Institute, with Conservation Covenants held by US Fish and Wildlife Service.
5. Applicant Information
Name of Applicant or Organization: Northwest Watershed Institute
Contact: Peter Bahls
Title: Executive Director/Conservation Biologist
Address: 3407 Eddy Street, Port Townsend, WA 98368
Phone: (360) 385-6786, ext. ____ ___________________________________ Fax: (360) 385-2839, ext. ____
Email: peter@nwwatershed.org
6. Sponsor Information: (if different than applicant) Same
Organization Name:
Contact:
Title:
Address:
Phone: . Fax: (_____) _____-________, ext. ____
This application was approved by the sponsor’s legally responsible body (e.g., board, council, etc.) on
March 25, 2020
2020 Jefferson County Conservation Futures Program
Property Acquisition and/or
Operations and Maintenance Project Application
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7. Site Location
Street Address or Description of Location: Three adjoining parcels north of Center Road between Trillium
Woods Farm and junction of Center and Dabob Road. Address of middle Lincoln Property is 7560
Center Road.
Driving Directions from Port Townsend: Turn right at the Chimacum 4-way stop onto Center Road,
proceed south under Hwy 104 and continue on Center Road ¼ mile to driveway on right at 7560
Center Road.
Section: 17 Township: 28 N Range: 1 W
Assessor’s Parcel Number(s): 801-171-004, 801-174-001, and 801-174-009
Please differentiate current and proposed ownership of each APN and indicate if the parcel is to be acquired with
CF funds or used as match. 801-171-004 (Pope Resources), 801-174-001 (Lincoln), and 801-174-009
(NWI). Conservation Futures (CF) funds to be used by NWI for fee simple acquisition of Pope
Resources and Lincoln properties and for bargain sale of Conservation Covenant (easement) to
protect the third parcel already owned by NWI.
Please list the assessed values for each property or APN, as applicable.
801-171-004 (6.43 ac) -$19,067 , 801-174-001 (6.43 ac) -$158,527 , 801-174-009 (1.62 ac) - $58,971
8. Existing Conditions
New Site: Yes No ___________________________ Number of Parcels: 3
Addition to Existing Site: Yes No ______________ Acres to Be Acquired: 14.5
Total Project Acreage (if different):______________ Current Zoning: 1 per 20
Existing Structures/Facilities: No
Any current covenants, easements or restrictions on land use: No
Current Use: Pope Resources and NWI parcels are undeveloped, Lincoln is residential.
Waterfront (name of body of water): Tarboo Creek and tributaries Spring Creek, Tarboo Lake Creek, other
Shoreline (linear feet): ½ mile of upper mainstem Tarboo Creek and tributaries
Owner Tidelands/Shorelands: NA
9. Current Property Owner X is __is not a willing seller.
Project Description
10. In 1,000 words or less, provide a summary description of the project, the match, overarching goal, and three
top objectives. Include information about the physical characteristics of the site that is proposed for acquisition
with Conservation Futures Program funds including: vegetation, topography, surrounding land use, and
relationship to parks, trails, and open space. Describe the use planned for the site, any development plans after
acquisition (including passive development), characteristics of the site which demonstrate that it is well-suited to
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2020 CF Program Application DRAFT http://www.co.jefferson.wa.us/560/Conservation-Futures-Program
the proposed use, and plans for any structures currently on the site. 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. Please
also list any important milestones for the project or critical dates, e.g. grant deadlines. List the dates and explain
their importance. Please attach a spreadsheet of the budget.
Background, goals, and objectives
Since 2002, Northwest Watershed Institute (NWI), Jefferson Land Trust, and over 40 partnering
organizations have been working on a landscape scale project to protect and restore the Tarboo-
Dabob Bay watershed, with over 4,000 acres conserved to date. The three main objectives of the
conservation effort are to: 1) protect and restore the stream and wetland corridor, from the
headwaters of Tarboo Creek to Dabob Bay, 2) conserve uplands for sustainable forestry, 3) preserve
lands within the Dabob Bay Natural Area.
For this project, NWI proposes to permanently protect and restore a critical gap in the stream and
wetland corridor along upper Tarboo Creek, located between two conservation properties previously
protected with CF funds. The project includes three adjoining properties that provide a variety of
stream, wetland and riparian habitats and that support a high diversity of native species. In addition,
portions of each parcel have excellent potential for wetland restoration.
Pope Resources (6.43 acres) - includes high quality beaver pond wetlands along the mainstem of
Tarboo Creek and its tributary Spring Creek, and 4 acres of reed canary grass that will be
restored to native scrub/shrub wetlands by NWI and Plant-A-Thon volunteers. NWI has a narrow
window of time to acquire this parcel before Rayonier Co. assumes ownership of Pope
Resources properties.
Lincoln (6.43 acres) – includes intact forested wetlands along Tarboo Creek and its tributary
Tarboo Lake Creek, and a house site and improvements built on about 1 acre of fill in the
wetland. NWI plans to purchase the property to remove the house and associated fill and
protect and restore forested wetlands across the entire property. The owner wants to sell in
2020 so there is an urgent need for CF funding.
NWI (1.67 acres) – NWI purchased this wetland property in 2016 to hold it for possible
conservation if funding can be secured. NWI has already removed the existing house and other
structures. However, the house was built on 3 to 6 feet of dirt and garbage that has filled in a
portion of wetland. NWI proposes to remove all fill and revegetate the property to restore
forested wetlands. The property will also be permanently protected by NWI selling a
Conservation Covenant for about 20% of its appraised value to the US Fish and Wildlife Service.
The Conservation Covenant is a recorded deed restriction similar to a conservation easement
(see attachments for example).
Proposed uses
The three parcels will be owned and managed by NWI as the “Upper Tarboo Wetlands Preserve”, a
separate unit of NWI’s Tarboo Wildlife Preserve located several miles downstream in the main
Tarboo valley. All three parcels will be permanently protected under recorded federal Conservation
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Covenants. NWI plans to restore portions of all three properties, including the 14th annual Plant-A-
Thon that will involve hundreds of children and parents from local schools. Over the long term, the
wetlands will serve as a regional education and demonstration site to illustrate innovative wetland
restoration methods and will also provide the Tribes with traditional cultural gathering opportunities
and NWI with a long-term nursery for harvest of willow and other live stakes for use on other
restoration projects.. A walking trail system for supervised public school and other tours is planned.
Critical dates and urgency
NWI has secured a National Coastal Wetlands Conservation Grant from the US Fish and Wildlife
Service that will provide $508,000 toward the project. A partial match of $83,500 to this federal
funding has been secured. However, an additional $128,500 in match is urgently needed from CF to
leverage the project and complete acquisitions in 2020. Due to landowner constraints, two of the
three properties must be acquired in 2020 or NWI will probably lose the opportunity to form an
unbroken habitat corridor along upper Tarboo Creek.
Budget
11. Estimate costs below, including the estimated or appraised value of the propert(ies) or property right(s) to be
acquired, even if Conservation Futures funds will only cover a portion of the total project cost. In the case of
projects involving multiple acquisitions, please break out appraisals and estimated acquisition costs by parcel.
Estimated or Appraised Value of Propert(ies) to be Acquired: see budget above for estimated values.
Total Estimated Acquisition-related Cost (see Conservation Futures Manual for eligible costs): $53,000
Total Operation and Maintenance Cost: $233,500
Total Project Cost: $636,500 (not including $83,500 in Other Match).
JCCF
Request
Match to
JCCF
Other
Match
Total
Cost Timeline
Acquistion
Pope Resources Property - fee simple 35,000 45,000 80,000 Nov-20
Lincoln Property - fee simple 75,000 200,000 275,000 Dec-20
NWI Property (Conservation Covenant by USFWS)10,000 40,000 50,000 Oct-20
Acquisition Related Costs:53,000 53,000 Sep-20 to Jan-21
O&M Costs - Wetland restoration
Pope Resources - control RCG, revegetate 18,500 43,500 62,000 Nov-20 to Jun-22
Lincoln - demo structures, remove fill, revegetate 128,000 128,000 May-21 to Jun-22
NWI - remove fill, revegetate 43,500 43,500 Sep-20 to Jun-22
Project management and administration 8,500 20,000 28,500 Sep-20 to July-22
Total Project Costs 128,500 508,000 83,500 720,000
Percent JCCF match 80%
Note - "Other Match" is already committed to the NCWC grant and not eligible to match JCCF.
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Basis for Estimates (include information about how the property value(s) was determined, anticipated acquisition-
related costs, general description of operation and maintenance work to be performed, task list with itemized
budget, and anticipated schedule for completion of work):
Estimates of fair market value are based on recent appraisals completed in the Tarboo watershed
and preliminary discussions with MAI appraiser Shapiro and Associates who are currently under
contract to complete appraisals of all three parcels, due in mid-May. Note that the value for the
Pope Resources wetland parcel is higher than expected because of the potential to make a boundary
line adjustment with an adjoining upland parcel to change the wetland parcel into a larger and
developable lot with upland. An example of this scenario is shown in the attachments.
Restoration costs are based on NWI’s 18 years of experience conducting over 50 similar projects in
the Tarboo watershed. A restoration budget that details the tasks for each project and estimated
cost is provided in the attachments.
Scored Questions
1 a. Sponsor or other organizations X will __will not contribute to acquisition of proposed site and/or operation
and maintenance activities.
1 b. If applicable, please describe below how contributions from groups or agencies will reduce the need to use
Conservation Futures program funds.
1 c. Matching Fund Estimate Acquisition O&M %
Conservation Futures Funds Requested $128,500 $0 20%
Matching Funds/Resources* $508,000 $0 80%
Total Project Acquisition Cost $636,500 $0 100%
Note – Total Project Cost does not include “Other Match” already allocated to federal NCWC grant and shown
in the budget above.
* If a prior acquisition is being proposed as match, please describe and provide documentation of value, location,
date of acquisition and other information that would directly link the match to the property being considered for
acquisition.
1 d. Source of matching Amount of Contribution If not, Contribution If not,
funds/resources contribution approved? when? available now? when?
NCWC Grant $508,000 Yes No _________ Yes No. Awarded
NOTE: Matching funds are strongly recommended and a higher rating will be assigned to those projects that
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 (“in-kind”
contributions) are not eligible as a match.
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2 a. Sponsoring agency X is __is not prepared to provide long-term stewardship (easement monitoring,
maintenance, up-keep, etc.) for the proposed project site.
2 b. Describe any existing programs or future plans for stewardship of the property, including the nature and
extent of the commitment of resources to carry out the stewardship plan.
Northwest Watershed Institute plans to manage the parcels long-term as the Upper Tarboo Creek
Wetlands Preserve. With funding from the secured US Fish and Wildlife Service grant, NWI will
prepare a Stewardship Plan and conduct extensive restoration on all three parcels.
Long-term stewardship of the Upper Tarboo Creek Wetland Preserve can be efficiently incorporated
into NWI’s existing operations because NWI’s main base of operation is the 400-acre Tarboo Wildlife
Preserve in the Tarboo valley, located about 2 miles downstream of the proposed project. NWI
already employs an experienced professional staff, including aquatic ecologist and botanist and field
crew that conduct annual restoration projects, monitoring, and stewardship at properties in the
Tarboo watershed.
Finally, the U.S. Fish and Wildlife Service (USFWS) will hold permanent Conservation Covenants on
all three Properties owned by NWI. The Conservation Covenants, similar to conservation easements,
are deed restrictions recorded on each property title that prohibit uses of the property that are not
consistent with the wetland conservation goals of the National Coastal Wetland Grant award. An
example of a USFWS Conservation Covenant is included in attachments.
3 a. Describe the sponsoring agency’s previous or on-going stewardship experience.
Northwest Watershed Institute is a nonprofit conservation organization that provides scientific,
technical and on-the-ground support for watershed restoration and has been conducting habitat
stewardship and restoration projects in the Tarboo watershed for 18 years. NWI has extensive
experience stewarding and managing the Tarboo Wildlife Preserve and conservation properties
owned by other landowners using professional staff, experienced field crew, and volunteers.
3 b. Has the sponsor and/or applicant of this project been involved in other projects previously approved for
Conservation Futures funding?
_____No, neither the sponsor nor applicant has been involved in a project previously approved for
Conservation Futures funds.
X Yes, the sponsor and/or applicant for this project has been involved in a project previously approved for
Conservation Futures funds. Please provide details:
Yes. Nine conservation easement projects proposed by NWI and JLT were previously approved for CF
funding as part of the landscape scale conservation project in the Tarboo watershed and all have
been successfully completed, including the 2019 Tarboo Forest project.
4 a. Property X can __cannot feasibly be acquired in a timely fashion with available resources.
4 b. Necessary commitments and agreements __ are X are not in place.
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4 c. All parties __are X are not in agreement on the cost of acquisition.
If “not” to any of the above, please explain below.
Owners of the Pope Resources and Lincoln parcels have provided letters stating their serious
interest in selling. Appraisals will be completed by mid-May, at which time NWI will make offers.
The sellers have expressed their motivation to sell in 2020 and NWI is optimistic that purchase
agreements can be secured.
5. The proposed acquisition X is specifically identified in an adopted open space, conservation, or resource
preservation program or plan, or community conservation effort. Please describe below, including the site’s
importance to the plan. Please reference the website of the plan if available or include the plan with this
application.
__complements an adopted open space or conservation plan, but is not specifically identified. Please describe
below, and describe how the proposed acquisition is consistent with the plan.
__is a stand-alone project.
The proposed project is a top priority in many of the plans for the Tarboo watershed. The project
will fill a critical gap in completing the protected stream corridor along the mainstem of Tarboo
Creek. The project is identified as a conservation priority in the following plans:
Jefferson Land Trust’s Jefferson County Conservation Plan (2010) identifies the project area as
within a priority habitat conservation stream corridor. https://www.saveland.org/wp-
content/uploads/2016/06/2010_JLT_ConservationPlan_LoRes.pdf
The Tarboo Creek/Dabob Bay Implementation Strategy, a Sub-Plan of JLT’s Jefferson County
Conservation Plan, identifies the specific project area as within the priority stream and wetland
habitat corridor along Tarboo Creek.
The project is a top priority in Northwest Watershed Institute’s Tarboo Watershed Conservation
Strategy to protect and restore a stream and wetland corridor from the headwaters of Tarboo
Creek to Dabob Bay (objective 1) (http://www.nwwatershed.org/conservation-strategy.html).
The proposed properties are within a priority terrestrial conservation area identified and mapped in
the Willamette Valley- Puget Trough- -Georgia Basin Ecoregional Assessment (2004 Floberg et al).
This priority area includes much of the Tarboo and Thorndyke watersheds. The Ecoregional plan,
developed by Washington Department of Fish and Wildlife and The Nature Conservancy, is one of
the primary conservation plans for Puget Sound and has received extensive public and scientific
review.
6. Conservation Opportunity or Threat:
6 a. The proposed acquisition site X does __does not provide a conservation or preservation opportunity which
would otherwise be lost or threatened.
6 b. If applicable, please carefully describe the nature and immediacy of the opportunity or threat, and any unique
qualities about the site.
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NWI has a narrow window of opportunity to conserve and restore all three parcels to form a
continues conservation corridor along upper Tarboo Creek.
NWI must purchase the Pope Resources and Lincoln properties in 2020 or probably lose the
opportunity for the foreseeable future.
Pope Resources has not yet sold their lands to Rayonier and so have a window of several months to
a year to consider the sale of this small property. Once Rayonier owns the property, it may be
significantly more difficult for NWI to negotiate a purchase given the large size and Florida location
of this corporation.
Michelle Lincoln is very motivated to sell her property in 2020 and supports NWI’s mission. However,
she will need to list the property if NWI cannot secure adequate funding for a purchase in 2020.
Finally, CF funding in 2020 is urgently needed to leverage the recently secured federal grant that will
pay over 80% of the project costs.
7. Summarize the project’s conservation values and how the CF funds requested support these values.
The project represents a high benefit to cost ratio of CF funds because the CF funds are a small
fraction of the overall project funding and the project has extremely high benefits for wildlife
conservation, cultural resources, and education. The proposed project will fully protect and restore
a critical gap in the stream and wetland conservation corridor that extends from the headwaters of
Tarboo Creek to Tarboo-Dabob Bay, a priority in the landscape scale conservation effort for the
Tarboo watershed. The 14.5 acres of wetlands to be conserved is a biodiversity hotspot in the
watershed, important to anadromous fish and many other native species and as a tribal cultural
resource and valuable for environmental education. CF funding will be used to fund a portion of the
acquisition costs for each parcel: in total providing less than 20% of the full funding for the project,
with federal funding and other match already secured.
8. The proposed acquisition:
8 a. X provides habitat for State of Washington Priority Habitat and/or State or Federal Threatened, Endangered
or Sensitive species.
8 b. X provides habitat for a variety of native flora or fauna species.
8 c. X contributes to an existing or future wildlife corridor or migration route.
If affirmative in any of the above, please describe and list the Priority Habitat(s) and Threatened, Endangered, or
Sensitive species below, and cite or provide documentation of species’ use.1
Priority and Listed Species on-site
Tarboo Creek and tributaries Priority Riparian Habitat
Western toad State Candidate and Federal Species of Concern
Pileated woodpecker State Candidate
Puget Sound steelhead State Candidate and Federal Threatened
1 See, for example, http://www.dnr.wa.gov/researchscience/topics/naturalheritage/pages/amp_nh.aspx
http://www.wdfw.wa.gov/conservation/phs/list/
http://www1.dnr.wa.gov/nhp/refdesk/plants.html
http://www1.dnr.wa.gov/nhp/refdesk/pubs/wa_ecological_systems.pdf
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Hood Canal coho salmon Federal Species of Concern
Western Brook lamprey Federal Species of Concern
Listed Species benefited downstream in Tarboo-Dabob Bay (documented rearing habitat)
Hood Canal summer chum salmon State Candidate and Federal Threatened
Puget Sound Chinook salmon State Candidate and Federal Threatened
Provides habitat for a variety of native flora and fauna
The project will protect and restore a diverse wetland mosaic of Open Water, Emergent, Scrub-scrub,
and Forested wetland types that supports a high diversity of at-risk fish, bird, amphibian, and
mammal species, including western toad, waterfowl, and salmonids, and neo-tropical migratory
birds. For example, the wetlands provide critical breeding, staging, foraging, wintering, and
summering habitat for an estimated 134 species of migratory and resident waterfowl, shorebirds,
waterbirds, and landbirds. During four visits in April and May of 2019, a total of 45 bird species were
documented by expert birders with the Admiralty Audubon Society and NWI biologists. Additional
species are expected to occur in these habitats based on the experience of local birders and
biologists over the past decade at the project site and NWI’s nearby Tarboo Wildlife Preserve in the
Tarboo valley.
Wildlife corridor
The proposed project fills a critical gap in the otherwise protected stream corridor of upper Tarboo
Creek. The project is located between upstream and downstream properties protected under
conservation easements funded by the CF program and other sources. All three adjoining parcels
proposed for protection and restoration are part of wetland complex that functions as a single unit
and a critical wildlife corridor for amphibians, fish, and other wildlife moving along Tarboo Creek.
Restoration proposed to remove wetland fill and structures on some of the properties will further
enhance the value of the wetlands as a wildlife corridor. The importance of this wildlife corridor was
highlighted recently when four bull elk were seen using the wetland area and adjacent Trillium
Woods farm in spring of 2019 and 2020.
8 d. Does the current owner participate in conservation programs that enhance wildlife habitat? If so, please
provide details.
Yes – the proposed owner is Northwest Watershed Institute which has been leading the Tarboo-
Dabob Bay Conservation Program for 18 years. The proposed project has been awarded funding
from the U.S. Fish and Wildlife Service’s National Coastal Wetlands Conservation Program which
recognizes wetland protection and restoration along the Tarboo Creek corridor as a high priority.
9. Describe to what degree the project protects habitat for anadromous fish species (for example: marine
shorelines, stream/river corridors including meander zones, and riparian buffers). Please provide documentation
and maps that demonstrate the location, quality and extent of the existing buffer and adjoining habitat.
This is a very important project for conserving anadromous fish species. The project will safeguard
and restore the last major gap in protection along the upper mainstem of Tarboo Creek, which
provides documented spawning and rearing habitat for native coho salmon, coastal cutthroat trout,
and steelhead. The project area also includes three tributaries of Tarboo Creek, including Spring
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Creek and Tarboo Lake Creek, that provide juvenile rearing habitat. A map of the stream system and
photos of coho on the site observed during annual spawning surveys by NWI are attached.
In addition, beaver ponds on Tarboo Creek and Spring Creek are key habitats for coho salmon and
cutthroat trout. According to decades of fisheries research, beaver ponds provide optimal rearing
habitat for juvenile coho salmon that spend a year in freshwater before migrating back to sea. The
beaver pond at the Pope Resources property is the largest and deepest pond in the watershed and
probably quite important to the overall survival and recovery of the coho population in Tarboo
Creek. NWI has also documented a high density of native brook lamprey in this wetland reach of
stream system, which provides food for salmonids.
10 a. Describe the extent and nature of current and planned agricultural use of the proposed acquisition, including
any anticipated changes to that use once the property, or property right, is acquired with funds.
Agriculture is defined as “the science or practice of farming, including cultivation of the soil for the
growing of crops and the rearing of animals to provide food, wool, and other products”. The
proposal for the Pope Resources reed canary grass restoration site represents an unusual form of
agriculture. Using innovative methods developed over the past decade, reed canary grass will be
suppressed on 4 acres through various methods, including soil mulching with cardboard sheeting
pinned down with thousands of willow and other species of live stakes. After several years of
growth, some of the live stakes in the scrub/shrub wetland will be harvested annually by NWI crew
to provide long-term sustainable source of willow, red osier dogwood, ninebark and other native
stakes for restoration projects. This use of the land is an atypical form of agriculture that allows NWI
to obtain local restoration products without buying from a commercial nursery and without
impacting wetland species and functions.
10 b. Describe the current owner’s record of implementing management practices that preserves and/or enhances
soil, water quality, watershed function and wildlife habitat on the farm.
NWI has extensive experience restoring wetlands and has proven track record in methods for
restoring reed canary grass fields to scrub/shrub forests without the use of herbicides. NWI has used
the Trillium Woods Farm restoration site as our primary “live stake nursery” for years, but could use
a larger source of willow and other live stakes that can be sustainably harvested and under NWI
ownership.
10 c. Describe how the acquisition or proposed easement will likely preserve and/or enhance soil, water quality,
watershed function and wildlife habitat.
Protection and restoration of the Upper Tarboo Creek Wetlands Preserve will maximize wetland
functions of preserving water quality and wildlife habitat, while allowing sustainable harvest of
restoration materials.
11 a. Describe the extent and nature of current and planned silvicultural use of the proposed acquisition. Please
cite or provide documentation of existing or planned silvicultural activities including forest management plan(s)
or forest ecosystem restoration.
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Although NWI will not be conducted commercial forestry, NWI will be implementing silvicultural
practices. One primary goal of the project is to restore forested and scrub/shrub wetlands and this
will require extensive tree planting with wetland species (Sitka spruce, western red cedar, crabapple,
and others) and thinning over time. These silvicultural activities will be described in a Stewardship
Plan to be developed for the Upper Tarboo Creek Wetlands Preserve.
11 b. Describe the current owner’s record of implementing management practices that preserves and /or enhances
soil, water quality, watershed function and wildlife habitat.
Northwest Watershed Institute has been conducting forest related watershed restoration for 18
years including road removal, forest tree planting, stream culvert replacement and invasive species
removal. The proposed restoration will involve long term use of silvicultural practices to restore
forested wetlands and non-commercial harvest of live stakes as a source for other restoration
projects.
11 c. Describe how the property acquisition or proposed easement will likely preserve and/or enhance soil, water
quality, watershed function and wildlife habitat.
The primary goal of the project is to preserve and restore wetland habitats. All wetland fill and
development will be removed on the NWI and Lincoln parcels and reed canary grass wetlands will be
restored to native scrub/shrub wetlands on the Pope Resources parcel. Specific restoration tasks and
budget are attached.
12 a. Describe how the proposed acquisition benefits primarily a __local area X broad county area including the
area served, the nature of the benefit, the jurisdictions involved, and the populations served.
The proposed project benefits a broad county area because it is a key part of the much larger
conservation effort that spans from the headwaters of Tarboo Creek to the state’s Dabob Bay
Natural Area. In particular, the project will protect a critical “gap” in the Tarboo Creek stream
corridor that will directly benefit salmon habitat and biodiversity and safeguard water quality in
downstream Tarboo Creek and Dabob Bay, which has been recognized as a state and national
priority for conservation due to its diverse estuarine habitats and valuable shellfish production.
Taylor Shellfish Company and the Port Gamble S’Klallam Tribe have provided letters of support that
attest to the regional importance of the project in protecting Tarboo Creek and downstream Dabob
Bay, attached.
12 b. Is the project located in an area that is under-represented by CF funded Projects? Areas that Conservation
Futures has not been able to support to date include Marrowstone Island, Toandos Peninsula, Dosewallips
Valley, Bolton Peninsula, and the West End. NA
13. Describe the educational or interpretive opportunities that exist for providing public access, educational or
interpretive displays (signage, kiosks, etc.) on the proposed site, including any plans to provide those
improvements and any plans for public accessibility.2
The Upper Tarboo Creek Wetlands Preserve will serve as an important site for educating the public
on wetland protection, restoration and sustainable use. The site is easily accessible from Center
Road and NWI plans to develop a small foot trail system to host workshops, tours and other public
events to expand understanding and adoption of wetland conservation and restoration methods.
2 The words “education” and “interpretation” are interpreted broadly by the CF Committee.
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Furthermore, NWI plans to hold the 14th annual Plant-A-Thon at the Pope Resources parcel. The
Plant-A-Thon is the largest environmental service event in East Jefferson County, and will actively
involve about 200 children and parents from five local schools in innovative methods to control reed
canary grass and restore scrub/shrub wetlands to the site.
As mentioned below, the property will also serve an important educational purpose as a place for
the Tribes to pass on traditions of sustainable gathering of wetland plants used for cultural purposes
and ceremonies.
The properties are also available for public access by prior permission, including deer hunting and
mushroom picking, two important recreational uses in rural areas.
14. The proposed acquisition __ includes historic or culturally significant resources3 and
__ is registered with the National Register of Historic Places, or an equivalent program.
X is recognized locally has having historic or cultural resources.
__ is adjacent to and provides a buffer for a historic or cultural site.
If affirmative in any of the above, please describe below, and cite or provide documentation of the historical or
cultural resources.
The Port Gamble S’Klallam Tribe has written a letter of support for the project (see attachments), in
part because the Upper Tarboo Creek wetlands represent an important cultural resource for the
Tribes that they would like to see protected and restored. The JCCF grant application states that
cultural resources include “…traditional, religious, ceremonial, and social uses and activities of
affected Indian Tribes…”. The Upper Tarboo Creek wetlands are an important cultural resource
under this definition.
The Port Gamble S’Klallam Tribe, Jamestown S’Klallam Tribe, Lower Elwha S’Klallam Tribe, and
Skokomish Tribe are signatories to the Point No Point Treaty and retain the right to hunt and gather
within their Usual and Accustomed Area, including the Tarboo watershed. These Tribes continue to
rely upon a diversity of intact native plant communities in the region, as they have for thousands of
years, as places where they gather traditional food, medicine, and materials for use in all aspects of
their cultural life, including social and religious. The project site’s open water beaver pond wetlands,
wet meadows, and forested wetlands support plant species, such as several species of sedges used
for weaving baskets for ceremonial purposes, as well as traditional plant foods found only in
wetlands. The Port Gamble S’Klallam Tribe reports that in recent years it is experiencing a
renaissance of weavers and artists using traditional methods and materials. However, the
destruction of wetlands has made it increasingly difficult to access intact habitats suitable for
traditional cultural uses by the Tribe. The Tarboo wetlands are significant not just for the materials
they offer, but the opportunity for the Tribe to harvest locally; the process of harvesting itself is
infused with traditional, social and religious meaning that the Tribes want to pass on to the coming
3 Cultural resources means archeological and historic sites and artifacts, and traditional religious ceremonial and
social uses and activities of affected Indian Tribes and mandatory protections of resources under chapters 27.44
and 27.53 RCW
13
2020 CF Program Application DRAFT http://www.co.jefferson.wa.us/560/Conservation-Futures-Program
generations. If funded, the project will permanently conserve the wetlands under federal deed
restrictions while allowing sustainable harvest and gathering to maintain tribal cultural traditions.
Figure 1. Project location within the Tarboo-Dabob Bay watershed, Hood Canal, and Washington State.
Figure 2. Project location within the Tarboo-Dabob Bay Watershed. Green and hatched lines
are conserved properties along Tarboo Creek and Dabob Bay.
Figure 3. Closer view of Tarboo Creek Corridor showing protected lands (green or hatched).
Figure 4. Proposed project map showing two parcels to be acquired and total of three parcels to be
protected with US Fish and Wildlife Service Conservation Covenants and restored to forested wetlands.
T
"
I
" ,
warranty of any tye,
expressed or implied, inclu din g
but not limited to any warra nt y
as to their performance,
merchantability, or fitnes s fo r
any particular purpose.
Da te : 4/1 5/2 0 19
Remove wetland
fill and plant
Protected by conservation
easement
Protected by
conservation
easement
NWI purchased
for restoration
2016
Pope Resources
Lincoln
NWI
Restore forested/
shrub wetlands
Tarboo CkNWI to purchase
Figure 5. Wetland types delineated on the project site by Olympic Wetland Resources LLC in June
2019.
Figure 6. View south of project within larger protected Tarboo Creek corridor.
Dabob Bay
Tarboo Ck
Protected property
Protected
Tarboo Wildlife
Preserve
Figure 7. Aerial view of properties proposed for protection and restoration along upper Tarboo Creek
and associated tributaries and wetlands.
Figure 8. Example of how
the Pope 6.43 acre
wetland property can be
used with an adjoining
26.67 parcel to make
two developable parcels
of 20 acres and 13.1
acres through a
boundary line
adjustment. The
potential for a BL
adjustment increases the
appraised value of the
wetland parcel. The map
shows 20 acre zoning in
yellow.
Figure 9. Pope Resources property – beaver pond wetlands provide habitat for western toads.
Figure 10. Pope Resources property – restoration of forest proposed in invasive reed canarygrass.
Figure 11. Example of installing willow and cardboard planting proposed for Pope Resources property.
Figure 12. Installing planter box as artificial nurse log to re-establish trees in historic forested wetlands.
Figure 13. “After” planter box or willow cage 2 years after planting.
Figure 14. Example of conversion of grass to scrub/shrub wetland in Tarboo valley.
Figure 15. Lincoln Property - House and fill to be removed from wetland.
Figure 16. Lincoln Property – intact forested wetlands on Lincoln parcel.
Figure 17. NWI Property - wetland fill and garbage 3-6 ft deep is proposed for removal.
Figure 18. NWI Property – intact forested wetlands on NWI parcel.
Figure 19. Spawning coho salmon in Tarboo Creek at Lincoln Property.
Figure 20. Western toad at NWI Property.
Figure 21. Yellow warbler in scrub-shrub wetlands at Pope Resources Property.
Figure 22. Wood ducks at beaver pond wetlands at Pope Resources Property.
Page 1 of 9
AFTER RECORDING RETURN TO:
[Title / Name:]
Address
Address
Address
CONSERVATION COVENANT
(Grant Name – Property Name)
Grantor:
Grantee: The Public
Abbreviated
Legal Description:
Tax Parcel #:
RECITALS
a. ________________, (Grantor) is the owner in fee simple of real property known as
Property Name, located in ______ County, Washington, (Property) more particularly described
in Exhibit A and as shown in Exhibit B. Exhibits A and B are attached to this instrument and
incorporated herein by reference. If there are differences between these two Exhibits, the legal
description in Exhibit A shall control. The property contains approximately _______ acres.
b. This document is an environmental (restrictive) covenant (Covenant) executed pursuant
to Revised Code of Washington (RCW) 64.04; the Washington State Department of Ecology
(Ecology) Grant Agreement No. ________________________ (Agreement), incorporated by
reference hereto; and the U.S. Fish and Wildlife Service (Service) Coastal Wetlands Grant No.
FxxAPxxxxx (Grant), which has an effective date of __________. The Service awarded the
Grant from the National Coastal Wetland Conservation Grant Program (CFDA #15.614), which
was established under the Coastal Wetlands Planning, Protection, and Restoration Act (16 U.S.C.
§§ 3951–3956). A copy of the Grant is kept on file at the office of the Service, 911 NE 11th
Avenue, Portland, OR 97232 and at the office of Ecology, 300 Desmond Drive SE, Lacey, WA
98504. The Wildlife and Sport Fish Restoration Program is the administrative subdivision of the
Service that administers the grant.
Page 2 of 9
Grantor is the subgrantee responsible for implementing the project. The purpose of the Grant is
to protect the [DESCRIBE HABITAT TYPES] perpetuity for conservation purposes. The
Property was acquired for $xxxxxx using funds from the Coastal Wetlands Grant ($xxxxxx or
xx% of the purchase price) and the non-federal match ($xxxxxx or xx% of the purchase price).
This project benefits _[DESCRIBE OVERALL PROJECT BENEFITS, example: larger
conservation efforts in the Puget Sound by adding habitat connectivity with other conserved
areas around Barnum Point]. The Property was acquired for the purpose of ___[DESCRIBE
PURPOSE OF SPECIFIC PROPERTY, example: permanent shoreline and coastal wetland
protection and the protection of associated native birds, wildlife, and marine organisms].
Grantor hereby acknowledges that the Property was acquired for this purpose, and agrees to
monitor and enforce the Property in perpetuity for the conservation of said lands and waters and
the hydrology and natural heritage resources dependent thereon.
c. Grantor is creating this Covenant to ensure that the Property will be preserved and
managed in perpetuity for the conservation purposes described above, and in accordance with all
terms and conditions of the Grant. Grantor acknowledges that the Property is subject to all terms
and conditions of the Grant and the Agreement, and agrees to monitor the Property in perpetuity
for the conservation of the Property’s lands, waters, hydrology, and natural heritage resources
dependent thereon.
COVENANT
Grantor, as fee simple owner of the Property herein covenants and declares on behalf of
itself and all heirs, assigns, and successors in interest into whose ownership the Property might
pass that the Property will be preserved and maintained in accordance with the terms and
conditions of the Grant in perpetuity. Furthermore, it is the intent of the Grantor that such
covenants, and the Service’s interest as provided herein, shall supersede any prior interests the
Grantor has in the Property and shall run with the land in perpetuity and be binding on all current
and future owners of any portion of, or interest in, the Property.
Section 1. General Restrictions and Requirements.
Any activity on, or use of, the Property inconsistent with the purposes of the Covenant is
prohibited. The following general restrictions and requirements shall apply to the Property:
a. Continued Compliance Required. Grantor shall not convey any interest in any portion
of the Property without providing for the continued preservation and maintenance of the Property
and continued compliance with this Covenant.
b. Leases. Grantor shall restrict any lease for any portion of the Property to uses and
activities consistent with this Covenant and will notify all lessees of the restrictions on the use of
the Property.
c. Preservation of Reference Monuments. Grantor shall make a good faith effort to
preserve any reference monuments and boundary markers used to define the areal extent of
coverage of this Covenant.
Page 3 of 9
d. Compliance with 43 C.F.R. § 17.204(c)(2). There shall be no discrimination during the
useful life of the Project.
Section 2. Specific Prohibitions.
In addition to the general restrictions in Section 1 of this Covenant, the following additional
specific, non-exclusive list of activities and uses are expressly prohibited on the Property:
a. Subdivision and residential development.
b. Commercial, industrial, or agricultural development and/or use.
c. Alteration of the land surface or water bodies except for the purpose of restoring native
habitat or habitat forming ecological processes.
d. Timber harvest or other removal of vegetation, except for the purpose of restoring habitat
or maintaining the Property and its boundaries.
e. Granting road or utility easements through the property.
f. Exploration for, and/or extraction of, minerals, hydrocarbons, soils, gravels, sand, or
other minerals or naturally occurring elements.
g. Hunting or trapping, except for nuisance animals.
h. Recreational activities that cause wildlife disturbance.
i. Any use that is otherwise inconsistent with the purposes of this Covenant.
Section 3. Permitted Uses and Activities.
The following uses and activities are permitted on the Property, provided that they are consistent
with the conservation purposes of the Service Grant:
a. Reestablishment of native plants and enhancement of existing native plant communities
to improve the overall quality of riparian habitat along the tributaries, streams, and wetlands
located on the property.
b. Habitat restoration and maintenance.
c. Low impact, sustainable forest practices to improve forest diversity and complexity so
long as those forest practices have negligible negative impact on habitat, native fish and wildlife,
water quality, open space, and environmental values, provided that any revenues derived from
such forest practices will be applied to the restoration and stewardship of the Property.
d. Removal of safety hazards, invasive species, and nuisance animals.
e. Passive, non-motorized, pedestrian recreational use such as hiking and wildlife
observation that does not negatively impact wildlife.
f. Development of trails, boardwalks, or viewing areas in a manner consistent with the
purposes and permitted uses of this Covenant.
Page 4 of 9
g. Removal of buildings, structures, or other remnants of human habitation from the
Property.
h. Any other use or activity consistent with, and necessary to, fulfil the purposes of this
Covenant.
Section 4. Access.
a. The Grantor freely and voluntarily grants Ecology and its authorized representatives,
upon reasonable notice, the right to enter the Property at reasonable times to evaluate the
effectiveness of this Covenant, and enforce compliance with this Covenant and associated
actions.
b. This instrument does not convey a right of access or use by a third party to any portion of
the Property.
Section 5. Notice Requirements.
a. Conveyance of Any Interest. The Grantor shall not convey any interest in any part of
the Property, including but not limited to, title, easement, leases, or security or other interests,
without prior approval from the Service, obtained by using Ecology as an intermediary. In the
event the Property is no longer necessary for the purposes of the Grant, Ecology will request
disposition instructions from the Service in accordance with 2 C.F.R. § 200.311(c). Prior to
executing any conveyance, Grantor must:
i. Provide written notice to Ecology of the intended conveyance at least thirty (30)
days in advance of the conveyance.
ii. Include in the conveying document a notice in substantially the following form, as
well as a complete copy of this Covenant:
NOTICE: THIS PROPERTY IS SUBJECT TO A CONSERVATION
COVENANT GRANTED BY ISLAND COUNTY ON [DATE] AND RECORDED
WITH THE ISLAND COUNTY AUDITOR UNDER RECORDING NUMBER
[RECORDING NUMBER]. USES AND ACTIVITIES ON THIS PROPERTY MUST
COMPLY WITH THAT COVENANT, A COMPLETE COPY OF WHICH IS
ATTACHED TO THIS DOCUMENT.
iii. Unless otherwise agreed to in writing by Ecology, provide Ecology with a
complete copy of the executed document within thirty (30) days of the date of execution
of such document.
b. Reporting Violations. Should the Grantor become aware of any violation of this
Covenant, Grantor shall promptly report such violation in writing to Ecology.
c. Emergencies. For any emergency or significant change in site conditions due to Acts of
Nature (for example, flood or fire) resulting in a violation of this Covenant, the Grantor is
authorized to respond to such an event in accordance with state and federal law. The Grantor
Page 5 of 9
must notify Ecology in writing of the event and response actions planned or taken as soon as
practical but no later than within 24 hours of the discovery of the event.
d. Notification procedure. Any required written notice, approval, reporting or other
communication shall be personally delivered or sent by first class mail to the following persons.
Any change in this contact information shall be submitted in writing to all parties to this
Covenant. Upon mutual agreement of the parties to this Covenant, an alternative to personal
delivery or first class mail, such as e-mail or other electronic means, may be used for these
communications.
Name
Grantor Name
Address
Address
Address
Phone #
Email:
Heather Kapust
Washington State Department of Ecology
SEA Program
P.O. Box 47600
Olympia, WA 98504-7600
Phone # 360.407.0239
Email: heather.kapust@ecy.wa.gov
Section 6. Enforcement and Construction.
a. The Grantor freely and voluntarily grants this Covenant.
b. Within ten (10) days of execution of this Covenant, Grantor shall provide Ecology\with a
copy of the Covenant and proof of recording.
c. Ecology and the Service shall be entitled to enforce the terms of this Covenant by resort
to specific performance or legal process. All remedies available in this Covenant shall be in
addition to all remedies at law or in equity. Enforcement of the terms of this Covenant shall be at
the discretion of Ecology or the Service, and any forbearance, delay or omission to exercise the
rights under this Covenant in the event of a breach of any term of this Covenant is not a waiver
by Ecology or the Service of that term or of any subsequent breach of that term, or any other
term in this Covenant, or of any rights of Ecology or the Service under this Covenant.
d. The Grantor shall be responsible for all costs associated with implementation of this
Covenant.
e. This Covenant shall be liberally construed to protect the conservation purposes for which
this Covenant was granted.
f. The provisions of this Covenant shall be severable. If any provision in this Covenant or
its application to any person or circumstance is held invalid, the remainder of this Covenant or its
application to any person or circumstance is not affected and shall continue in full force and
effect as though such void provision had not been contained herein.
Page 6 of 9
g. A heading used at the beginning of any section or paragraph or exhibit of this Covenant
may be used to aid in the interpretation of that section or paragraph or exhibit but does not
override the specific requirements in that section or paragraph.
Page 7 of 9
In witness whereof, the undersigned Grantor has executed this document this ___ day of
__________ 2018, at ____________, Washington.
Grantor: [NAME, ALL CAPS]
By: ___________________________________________________
Name: __________________________________________________
Title: __________________________________________________
STATE OF WASHINGTON )
) ss
COUNTY OF XXXXX )
I certify that I know or have satisfactory evidence that ___________________ is the person who
appeared before me, and said person acknowledged that (he/she) signed this instrument, on oath
stated that (he/she) was authorized to execute the instrument and acknowledged it as the
_____________________ of XXXXX County to be the free and voluntary act of such party for the
uses and purposes mentioned herein.
Given under my hand and official seal this _____ day of _____________, 2018.
___________________________________
Notary Public in and for said state, residing
at ________________________________
My commission expires: ______________
Page 8 of 9
Exhibit A
LEGAL DESCRIPTION
Page 9 of 9
EXHIBIT B
Property Map
UPPER TARBOO CREEK WETLANDS RESTORATION BUDGET March 2020
Restoration Tasks by Property Amount
NWI parcel restoration
Proj mgt and permits (County, Corps, WDFW)5,000
Fill removal and reshape topography (500 cy @ 20/yd)10,000
Fill transport (500 cy@15/yd) 7,500
Fill disposal at approve site (500 cy@20/yd)10,000
Compost soil amendment and spread (50 cy@30/yd)1,500
Wood chip mulch (50 cy@10/yd)500
Re-vegetation planting (1 acre)6,000
Plant maintenance 1.5 year 3,000
Total NWI parcel 43,500
Lincoln parcel restoration
Proj mgt and permits (County, Corps, WDFW, Ecology)7,000
House demolition and disposal 37,000
Other structure demolition 7,500
Septic decommission 5,000
Well decommission 2,000
Fill removal and reshape topography (1000 cy @ 20/yd)20,000
Fill transport (1000 cy@15/yd) 15,000
Fill disposal at approve site (1000 cy@10/yd)10,000
Compost soil amendment and spread (100 cy@30/yd)3,000
Wood chip mulch (150 cy@10/yd)1,500
Re-vegetation planting (3 acres)15,000
Plant maintenance 1.5 year 5,000
Total Lincoln parcel 128,000
Pope Resources parcel restoration
Proj mgt and permits (County, Corps, WDFW)5,000
Re-vegetation materials and installation (5 acres)
Planting boxes 5,000
Stake and cardboard treatment 45,000
Beaver wire protection 7,000
Total Pope Resources parcel 62,000
Total Restoration - all three parcels 233,500
INTERNAL REVENUE SERVICEP. O. BOX 2508
CINCfNNATT, OH 4520L
DEPARTMENT OF THE TREASURY
Employer ldentification Number :Date: nf 24ffi 93 -t325820
DI,N:
L7 05325977 8026
NORTi{WEST WATERSHED INSTf TUTE Cont.act Person:
3407 EDDY STREE? CLINTON L FORTNER ID# 31163
PORT TOWNSEND, WA 98358-0000 Contact. Telephone Number:(877) 829-ss00
Publ j"c Charity Status:
170 (b) (1) (Ai (vi)
Dear Applicant;
Our l-etter dated JANUARY 2002, stated you would be exempt from Federal
income tax under section 501(c)(3) of lhe fnternal Revenue Code, and you wouLdbe treated as a public charity, ralher than as a privale foundation, duringan advance ruling period.
Based on the information you submitted, lou are classified as a public charity
under the Code secti-on listed in the heading of this l-etter. Since your
exempt st.atus was not under consideration, you cont.inue to be classifi-ed asan organi-zation exemp! from Federal income Lax under section 50L (c) (3) of the
Code.
Publication 557, Tax-Exempt Status for Your organization, provides detailedinformation about your rights and responsj.bilities as an exempt organizat.ion.
You may request a copy by calling lhe toll-free number for forms,(800) 829-3676. fnformation is also available on our fnEernet Web Site at
www. irs .gov.
ff you have general guestions aboul exempt organizations, please call ourtoll-free number shown in the heading
Please keep this l-etter in your permanent records.
Sincerely yours,
da,Afu
Lois G . #.n.tDirector, Exempt OrganizationsRulings and Agreements
Letter 10s0 {DOICC)
Northwest Watershed Institute
BOARD OF DIRECTORS 2020
Board Members and
Officers
Affiliation and Term on the Board of Directors
Peter Bahls
President, Vice-President,
Treasurer
3407 Eddy Street
Port Townsend, WA 98368
360-385-6786
Peter Bahls is currently full time Executive Director and
Conservation Biologist for Northwest Watershed Institute.
Term – 2020-2022
Gene Jones
Board Member
5860 NE Totten Road
Poulsbo, WA 98370
360-535-3826
Gene Jones is a member of the Port Gamble S’Klallam Tribe and
spiritual leader for four Tribes in the Olympic Peninsula region.
Term – 2020-2022
Janis Henry
Board Member
14445 SE 55th Street
Bellevue, WA 98006
Janis Henry is a retired biotech patent attorney and chemist with
over 30 years of experience in the bioinstrumentation and
biotechnical industry. She is a life long nature enthusiast and
embraces adventure travel. Janis lives in Quilcene and Bellevue.
Term – 2020-2022
Keith Lazelle
Board Member
PO Box 192
Quilcene, WA 98376
360-765-3697
Keith Lazelle is an award-winning nature photographer who
lives on Dabob Bay. His work has been used by many
environmental organizations including Audubon, Hoh River
Trust, The Nature Conservancy, and NWI.
Term – 2019-2021
Judith Rubin
Secretary
3407 Eddy Street
Port Townsend, WA 98368
360-385-5358
Judith Rubin is Stewardship Director and Botanist for Northwest
Watershed Institute.
Term – 2019-2021
Liz Hoenig Kanieski
1005 Lawrence Street
Port Townsend, WA 98368
Liz Hoenig Kanieski has over 25 years of experience as a field
biologist, environmental educator, and environmental planner.
Much of her work has focused on watershed protection, citizen
engagement and water resources.
Term – 2019-2021
Northwest Watershed Institute
STAFF ROSTER 2020
Staff member Positions
Peter Bahls
Executive Director and Conservation Biologist
Judith Rubin Director of Stewardship and Public Outreach, and Botanist
Suzanne Barnes Office Manager and Bookkeeper
Kimo Ellison Field Crew Leader
Kimberly Webber Project Assistant and Field Crew
Nadia Wade Seasonal Field Crew
Henry Tallee Seasonal Field Crew
Emily Borenstein Seasonal Field Crew
Jul '19 - Jun 20
Ordinary Income/Expense
Income
Grant Revenue
4005 · County/Local Funds 20,000.00
4010 · Federal Funds 180,000.00
4020 · Foundation 10,000.00
4030 · State Funds 36,000.00
Total Grant Revenue 246,000.00
Rental/Lease Income
4165 · Olson tideland lease 4,000.00
4175 · Rental Income Reinertsen Rental 15,600.00
4182 · Rental Income - Yarr Caretaker 3,000.00
Total Rental/Lease Income 22,600.00
Consulting/Miscellaneous
4210 · Consulting Fees 28,000.00
4220 · Miscellaneous Income 100.00
Total Consulting/Miscellaneous 28,100.00
Contributed Income
4310 · Restricted 91,000.00
4320 · Unrestricted 83,000.00
Total Contributed Income 174,000.00
Total Income 470,700.00
Gross Profit 470,700.00
Expense
66900 · Reconciliation Discrepancies 0.00
6010 · Advertising 100.00
6030 · Automobile Expense 3,000.00
6040 · Bank Service Charges 200.00
6050 · Contributions 0.00
6080 · Education 0.00
Insurance
6091 · Auto 1,400.00
6092 · Health benefits 28,000.00
6093 · Liability Insurance 3,700.00
Total Insurance 33,100.00
Interest Expense
6120 · Loan Interest 9,200.00
Total Interest Expense 9,200.00
Land Acquisition
6170 · Closing Expenses 4,500.00
6160 · Land-earnest money 5,000.00
Total Land Acquisition 9,500.00
Loan payoff 220,000.00
6210 · Miscellaneous 0.00
Payroll Expenses
Gross wages
6231 · Director 70,000.00
6232 · Stewardship Director 4,500.00
6233 · Project Assistant 4,000.00
6234 · Field Crew 30,000.00
Gross wages - Other 0.00
Total Gross wages 108,500.00
1:50 PM Northwest Watershed Institute
03/25/20 Profit & Loss Budget Overview
Accrual Basis July 2019 through June 2020
Page 1
Jul '19 - Jun 20
Payroll Taxes
6246 · Paid Family and Medical Leave 300.00
6240 · Medicare 1,500.00
6241 · Social Security 6,000.00
6243 · Workers Comp 3,000.00
6245 · WA State Unemployment 2,000.00
Total Payroll Taxes 12,800.00
Payroll Expenses - Other 0.00
Total Payroll Expenses 121,300.00
6250 · Postage and Delivery 100.00
6260 · Printing and Reproduction 800.00
Professional Fees
6271 · Accounting 1,500.00
6273 · Land Appraisal 0.00
Total Professional Fees 1,500.00
Program Expense
6282 · Fees 6,000.00
6283 · Project subcontractors 30,000.00
6286 · Overrun 0.00
Total Program Expense 36,000.00
6290 · Rent 8,400.00
Repairs and Maintenance
6310 · Building Repairs 0.00
6320 · Computer Repairs 500.00
Total Repairs and Maintenance 500.00
Supplies
6420 · Field Supplies 4,000.00
6440 · Office Supplies 3,500.00
Total Supplies 7,500.00
Taxes
6510 · Property Taxes 3,500.00
6520 · Tax - State Excise 2,000.00
Total Taxes 5,500.00
Telephone/Communications
6650 · Mobile phone 1,300.00
6620 · Telephone - Local 1,700.00
Total Telephone/Communications 3,000.00
Travel & Ent
6720 · Meals 150.00
6730 · Room 0.00
6740 · Travel 0.00
Travel & Ent - Other 0.00
Total Travel & Ent 150.00
Utilities
6810 · Gas and Electric 100.00
Total Utilities 100.00
Total Expense 459,950.00
Net Ordinary Income 10,750.00
Net Income 10,750.00
1:50 PM Northwest Watershed Institute
03/25/20 Profit & Loss Budget Overview
Accrual Basis July 2019 through June 2020
Page 2
Jul '19 - Feb 20
Ordinary Income/Expense
Income
Grant Revenue
4005 · County/Local Funds 19,575.00
4010 · Federal Funds 1,687.50
4030 · State Funds 25,086.19
Total Grant Revenue 46,348.69
Rental/Lease Income
4175 · Rental Income Reinertsen Rental 10,400.00
4182 · Rental Income - Yarr Caretaker 2,000.00
Total Rental/Lease Income 12,400.00
Contributed Income
4310 · Restricted 88,447.79
4320 · Unrestricted 26,195.00
Total Contributed Income 114,642.79
Total Income 173,391.48
Gross Profit 173,391.48
Expense
66900 · Reconciliation Discrepancies -0.04
6010 · Advertising 82.50
6030 · Automobile Expense 2,418.41
6040 · Bank Service Charges 181.70
6080 · Education 460.00
Insurance
6091 · Auto 1,335.50
6092 · Health benefits
6092 · Health benefits - Other 20,369.19
Total 6092 · Health benefits 20,369.19
6093 · Liability Insurance 3,673.00
Total Insurance 25,377.69
Interest Expense
6120 · Loan Interest 6,600.00
Total Interest Expense 6,600.00
Land Acquisition
6170 · Closing Expenses 159.86
6150 · Land 5,000.00
Total Land Acquisition 5,159.86
Payroll Expenses
Gross wages
6231 · Director 46,666.71
6232 · Stewardship Director 2,069.00
6233 · Project Assistant 2,335.00
6234 · Field Crew 24,286.75
Total Gross wages 75,357.46
Payroll Taxes
6246 · Paid Family and Medical Leave 221.10
6240 · Medicare 1,092.70
6241 · Social Security 4,672.16
6243 · Workers Comp 2,451.43
6245 · WA State Unemployment 153.25
Total Payroll Taxes 8,590.64
12:04 PM Northwest Watershed Institute
03/25/20 Profit & Loss
Accrual Basis July 2019 through February 2020
Page 1
Jul '19 - Feb 20
Payroll Expenses - Other -0.12
Total Payroll Expenses 83,947.98
6250 · Postage and Delivery 25.00
6260 · Printing and Reproduction 724.25
Professional Fees
6271 · Accounting 125.00
Total Professional Fees 125.00
Program Expense
6282 · Fees 4,230.64
6283 · Project subcontractors 23,306.50
6286 · Overrun 154.37
Total Program Expense 27,691.51
6290 · Rent 8,400.00
Repairs and Maintenance
6320 · Computer Repairs 300.00
Total Repairs and Maintenance 300.00
Supplies
6420 · Field Supplies 2,759.80
6440 · Office Supplies 3,129.90
Total Supplies 5,889.70
Taxes
6510 · Property Taxes 1,799.29
6520 · Tax - State Excise 1,865.47
Total Taxes 3,664.76
Telephone/Communications
6650 · Mobile phone 824.32
6620 · Telephone - Local 1,152.50
6630 · Telephone - Long Distance 183.35
Total Telephone/Communications 2,160.17
Travel & Ent
6720 · Meals 138.60
Total Travel & Ent 138.60
Utilities
6810 · Gas and Electric -169.07
Utilities - Other 137.33
Total Utilities -31.74
Total Expense 173,315.35
Net Ordinary Income 76.13
Net Income 76.13
12:04 PM Northwest Watershed Institute
03/25/20 Profit & Loss
Accrual Basis July 2019 through February 2020
Page 2
Feb 29, 20
ASSETS
Current Assets
Checking/Savings
1020 · Checking - Kitsap 4,559.04
Total Checking/Savings 4,559.04
Accounts Receivable
1200 · Accounts Receivable 4,099.87
Total Accounts Receivable 4,099.87
Other Current Assets
1250 · Prepaid Insurance 2,963.00
1300 · Employee advance 78.96
Total Other Current Assets 3,041.96
Total Current Assets 11,700.87
Fixed Assets
1554 · Trailers 4,000.00
1512 · Vehicle - Ford pickup 4,150.00
1530 · Kubota Tractor 16,709.10
1510 · Office equipment 7,666.35
1520 · Vehicle - Toyota pickup 3,007.00
Property 844,298.39
1590 · Accumulated Depreciation -33,214.00
Total Fixed Assets 846,616.84
Other Assets
1605 · Jeffco DCD - Bond Reinertsen 4,388.40
Total Other Assets 4,388.40
TOTAL ASSETS 862,706.11
LIABILITIES & EQUITY
Liabilities
Current Liabilities
Accounts Payable
2000 · Accounts Payable 1,278.98
Total Accounts Payable 1,278.98
Other Current Liabilities
2100 · Payroll Liabilities 5,069.25
2250 · Rental Security Deposit 1,400.00
Total Other Current Liabilities 6,469.25
Total Current Liabilities 7,748.23
Long Term Liabilities
2503 · Land loan - Freeman (2018)60,000.00
2502 · Land loan - Crosby 60,000.00
2501 · Land loan - Kittredge 100,000.00
Total Long Term Liabilities 220,000.00
Total Liabilities 227,748.23
11:32 AM Northwest Watershed Institute
03/25/20 Balance Sheet
Accrual Basis As of February 29, 2020
Page 1
Feb 29, 20
Equity
1110 · Retained Earnings 634,881.75
Net Income 76.13
Total Equity 634,957.88
TOTAL LIABILITIES & EQUITY 862,706.11
11:32 AM Northwest Watershed Institute
03/25/20 Balance Sheet
Accrual Basis As of February 29, 2020
Page 2
Current 1 - 30 31 - 60 61 - 90 > 90 TOTAL
ADMIN-001 0.00 0.00 0.00 0.00 0.00 0.00
COAS-001 0.00 4,099.87 0.00 0.00 0.00 4,099.87
TOTAL 0.00 4,099.87 0.00 0.00 0.00 4,099.87
11:23 AM Northwest Watershed Institute
03/25/20 A/R Aging Summary
As of February 29, 2020
Page 1