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Home My WebLink AboutSupplemental info Upper Yarr CreekJefferson County Conservation Futures Proposal 2025 Upper Yarr Creek Acquisition Project SUPPLEMENTAL MATERIALS Proof of willing seller: See narrative, project sponsor proposing to sell deed restriction to property already owned by NWI. Estimate of value: No appraisal required. Requesting $20,000 or less. Site location map: See separate PDF, maps and photos Critical areas map: See separate PDF, maps and photos Project boundary map: See separate PDF, maps and photos Color images: See separate PDF, maps and photos Development plan or Narrative: NA Proof of 501c3 status Current budget: 2024-2025 Board roster: 2024-2025 Staff roster: 2025 Financial statements: last fiscal year July 2023-June 2024 Resolution to submit proposal: NWI executive committee resolution Cultural Resources letter from Port Gamble S’Klallam Tribe, Feb 27, 2025 February 27, 2025 Dear Jefferson County Conservation Futures Committee: NWI is willing to protect the Upper Yarr Creek property through compensation to NWI for placing a permanent county deed restriction on the property that prohibits all uses incompatible with habitat conservation and restoration. Sincerely, Peter Bahls Executive Director 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 charityunder 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) Jul '24 - Jun 25 Ordinary Income/Expense Income Grant Revenue 4010 · Federal Funds 1,500,000.00 4020 · Foundation 2,000.00 4030 · State Funds 42,000.00 Total Grant Revenue 1,544,000.00 Contributed Income 4040 · Restricted 131,000.00 4050 · Unrestricted 120,000.00 Contributed Income - Other 0.00 Total Contributed Income 251,000.00 Rental/Lease Income 4165 · Olson tideland lease 4,000.00 4175 · Rental Income Reinertsen Rental 18,000.00 4182 · Rental Income - Yarr Caretaker 6,000.00 Total Rental/Lease Income 28,000.00 Consulting/Miscellaneous 4210 · Consulting Fees 2,000.00 Total Consulting/Miscellaneous 2,000.00 Total Income 1,825,000.00 Gross Profit 1,825,000.00 Expense Health benefits 6096 · Health insurance 34,000.00 6094 · HSA Contribution 10,600.00 Total Health benefits 44,600.00 6041 · Paypal Fees 300.00 6010 · Advertising 100.00 6030 · Automobile Expense 2,500.00 6040 · Bank Service Charges 500.00 6060 · Depreciation Expense 1,600.00 Insurance 6091 · Auto 4,000.00 6093 · Liability Insurance 4,000.00 Total Insurance 8,000.00 Land Acquisition 6170 · Closing Expenses 40,000.00 6150 · Land 1,300,000.00 Land Acquisition - Other 0.00 Total Land Acquisition 1,340,000.00 6180 · Licenses and Permits 0.00 6210 · Miscellaneous 0.00 Payroll Expenses Gross wages 6237 · Education Director 24,000.00 6231 · Director 90,000.00 6232 · Stewardship Director 36,000.00 6233 · Project Assistant 7,000.00 6234 · Field Crew 88,000.00 Total Gross wages 245,000.00 10:38 AM Northwest Watershed Institute 02/25/25 Profit & Loss Budget Overview Accrual Basis July 2024 through June 2025 Page 1 Jul '24 - Jun 25 Payroll Taxes 6246 · Paid Family and Medical Leave 0.00 6240 · Medicare 3,500.00 6241 · Social Security 15,000.00 6243 · Workers Comp 11,000.00 6245 · WA State Unemployment 3,600.00 Total Payroll Taxes 33,100.00 Payroll Expenses - Other 0.00 Total Payroll Expenses 278,100.00 6250 · Postage and Delivery 750.00 6260 · Printing and Reproduction 750.00 Professional Fees 6271 · Accounting 1,500.00 6274 · Legal Fees 2,000.00 Total Professional Fees 3,500.00 Program Expense 6284 · Student Stipend 2,000.00 6282 · Fees 1,600.00 6283 · Project subcontractors 40,000.00 6286 · Overrun 0.00 Total Program Expense 43,600.00 6290 · Rent 12,000.00 Repairs and Maintenance 6350 · Septic Repair 0.00 6310 · Building Repairs 50,000.00 6320 · Computer Repairs 250.00 6330 · Equipment Repairs 3,000.00 Repairs and Maintenance - Other 500.00 Total Repairs and Maintenance 53,750.00 Supplies 6420 · Field Supplies 30,000.00 6440 · Office Supplies 2,000.00 Total Supplies 32,000.00 Taxes 6510 · Property Taxes 5,000.00 Total Taxes 5,000.00 Telephone/Communications 6650 · Mobile phone 1,800.00 6610 · Internet Server 800.00 6620 · Telephone - Local 0.00 Telephone/Communications - Other 0.00 Total Telephone/Communications 2,600.00 Travel & Ent 6720 · Meals 140.00 Total Travel & Ent 140.00 Utilities 6810 · Gas and Electric 600.00 Utilities - Other 0.00 Total Utilities 600.00 10:38 AM Northwest Watershed Institute 02/25/25 Profit & Loss Budget Overview Accrual Basis July 2024 through June 2025 Page 2 Jul '24 - Jun 25 9000 · Suspense 0.00 Total Expense 1,830,390.00 Net Ordinary Income -5,390.00 Other Income/Expense Other Income 7010 · Interest Income 10,000.00 Total Other Income 10,000.00 Other Expense 8016 · Conservation Ease/Deed Restri 0.00 Total Other Expense 0.00 Net Other Income 10,000.00 Net Income 4,610.00 10:38 AM Northwest Watershed Institute 02/25/25 Profit & Loss Budget Overview Accrual Basis July 2024 through June 2025 Page 3 Northwest Watershed Institute BOARD OF DIRECTORS 2024-25 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 Peter Bahls is currently full time Executive Director and Conservation Biologist for Northwest Watershed Institute. Term – 2023-2025 Jean Ball Board Member 10221 Center Road, Quilcene, WA 98368 Jean Ball is a farmer and naturalist in Quilcene, Washington. Term – 2024-2026 Scott Calhoun Board Member 5710 59th Ave NE Seattle, WA 98105 Scott Calhoun studied biology and geology in college and graduate school where he specialized in shorelines and watersheds. He owns forestland in the Tarboo watershed. Term – 2024-2026 Janis Henry Secretary 14445 SE 55th Street Bellevue, WA 98006 Janis Henry is a retired biotech patent attorney and chemist with over 30 years of experience. She is a life-long nature enthusiast and embraces adventure travel. Term – 2023-2025 Gene Jones Board Member 5860 NE Totten Road Poulsbo, WA 98370 Gene Jones is a member of the Port Gamble S’Klallam Tribe and spiritual leader for four Tribes in the Olympic Peninsula region. Term – 2023-2025 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 – 2023-2025 Keith Lazelle Board Member PO Box 192 Quilcene, WA 98376 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 – 2024-2026 Northwest Watershed Institute STAFF ROSTER 2025 Peter Bahls, Executive Director Wesley Meyers, Stewardship Director Megan Brookens, Education and Outreach Director Robin Enge, Administrative Assistant Eva Ellis, Field Crew Bernt Goodson, Field Crew Zack Hawkes, Field Crew Hanna Petersen, Field Crew Veronica Phelan, Field Crew Grace Rabbitt Burke, Field Crew Trevor Williams, Field Crew Abel Dances, Carpenter Jul '23 - Jun 24 Ordinary Income/Expense Income Grant Revenue 4010 · Federal Funds 2,057,763.40 4020 · Foundation 1,614.27 4030 · State Funds 41,710.22 Total Grant Revenue 2,101,087.89 Contributed Income 4040 · Restricted 130,710.00 4050 · Unrestricted 116,423.00 Contributed Income - Other 520.00 Total Contributed Income 247,653.00 Rental/Lease Income 4165 · Olson tideland lease 4,000.00 4175 · Rental Income Reinertsen Rental 7,673.37 4182 · Rental Income - Yarr Caretaker 4,139.46 Total Rental/Lease Income 15,812.83 Consulting/Miscellaneous 4210 · Consulting Fees 1,155.00 Total Consulting/Miscellaneous 1,155.00 Total Income 2,365,708.72 Gross Profit 2,365,708.72 Expense Health benefits 6096 · Health insurance 31,075.72 6094 · HSA Contribution 10,300.00 Total Health benefits 41,375.72 6041 · Paypal Fees 289.80 6010 · Advertising 127.05 6030 · Automobile Expense 2,033.19 6040 · Bank Service Charges 499.77 6060 · Depreciation Expense 1,600.00 Insurance 6091 · Auto 4,130.00 6093 · Liability Insurance 4,059.45 Total Insurance 8,189.45 Land Acquisition 6170 · Closing Expenses 0.00 Total Land Acquisition 0.00 6180 · Licenses and Permits 15.00 6210 · Miscellaneous 163.37 Payroll Expenses Gross wages 6237 · Education Director 23,754.50 6231 · Director 73,333.48 6232 · Stewardship Director 33,682.00 6233 · Project Assistant 6,119.00 6234 · Field Crew 86,245.20 Total Gross wages 223,134.18 12:53 PM Northwest Watershed Institute 01/10/25 Profit & Loss Accrual Basis July 2023 through June 2024 Page 1 Jul '23 - Jun 24 Payroll Taxes 6246 · Paid Family and Medical Leave 1.19 6240 · Medicare 3,305.81 6241 · Social Security 14,169.09 6243 · Workers Comp 10,942.09 6245 · WA State Unemployment 3,687.53 Total Payroll Taxes 32,105.71 Payroll Expenses - Other 4,853.32 Total Payroll Expenses 260,093.21 6250 · Postage and Delivery 744.74 6260 · Printing and Reproduction 758.11 Professional Fees 6271 · Accounting 1,375.00 6274 · Legal Fees 324.50 Total Professional Fees 1,699.50 Program Expense 6284 · Student Stipend 0.00 6282 · Fees 1,553.89 6283 · Project subcontractors 82,835.44 6286 · Overrun 68.55 Total Program Expense 84,457.88 6290 · Rent 12,000.00 Repairs and Maintenance 6350 · Septic Repair 9,769.44 6310 · Building Repairs 9,207.34 6320 · Computer Repairs 248.20 6330 · Equipment Repairs 2,868.14 Repairs and Maintenance - Other 474.37 Total Repairs and Maintenance 22,567.49 Supplies 6420 · Field Supplies 8,204.99 6440 · Office Supplies 1,951.11 Total Supplies 10,156.10 Taxes 6510 · Property Taxes 4,963.81 Total Taxes 4,963.81 Telephone/Communications 6650 · Mobile phone 1,567.40 6610 · Internet Server 758.50 6620 · Telephone - Local 81.26 Telephone/Communications - Other 142.28 Total Telephone/Communications 2,549.44 Travel & Ent 6720 · Meals 144.65 Total Travel & Ent 144.65 Utilities 6810 · Gas and Electric 696.03 Utilities - Other 770.16 Total Utilities 1,466.19 12:53 PM Northwest Watershed Institute 01/10/25 Profit & Loss Accrual Basis July 2023 through June 2024 Page 2 Jul '23 - Jun 24 9000 · Suspense 267.06 Total Expense 456,161.53 Net Ordinary Income 1,909,547.19 Other Income/Expense Other Income 7010 · Interest Income 9,952.06 Total Other Income 9,952.06 Other Expense 8016 · Conservation Ease/Deed Restri 782,040.09 Total Other Expense 782,040.09 Net Other Income -772,088.03 Net Income 1,137,459.16 12:53 PM Northwest Watershed Institute 01/10/25 Profit & Loss Accrual Basis July 2023 through June 2024 Page 3 Jun 30, 24 ASSETS Current Assets Checking/Savings First Fed CD -3090 51,430.51 First Federal CD -3091 51,523.58 First Fed Savings 52,417.11 1020 · Checking - Kitsap 59,986.66 Total Checking/Savings 215,357.86 Accounts Receivable 1200 · Accounts Receivable 22,048.75 Total Accounts Receivable 22,048.75 Other Current Assets 1250 · Prepaid Insurance 2,115.50 1300 · Employee advance 163.88 1499 · Undeposited Funds 111,313.33 Total Other Current Assets 113,592.71 Total Current Assets 350,999.32 Fixed Assets 1513 · Vehicle - 2001 Ford xtra Cab 8,000.00 1554 · Trailers 4,000.00 1512 · Vehicle - Ford pickup 4,150.00 1530 · Kubota Tractor 16,709.10 1590 · Accumulated Depreciation -28,592.08 Property 1555 · Capital Improvements 3,035.20 1551 · Land 2,197,217.48 Total Property 2,200,252.68 Total Fixed Assets 2,204,519.70 TOTAL ASSETS 2,555,519.02 LIABILITIES & EQUITY Liabilities Current Liabilities Accounts Payable 2000 · Accounts Payable 5,965.77 Total Accounts Payable 5,965.77 Other Current Liabilities 2100 · Payroll Liabilities 2105 · Fica, Medicare, FWH Payable 5,148.22 2109 · WA - Paid Fam Med Leave Emp.446.33 2120 · Workers Comp Payable 5,013.23 2130 · SUTA & EAF Payable 1,663.44 2125 · FUTA Payable 267.06 2100 · Payroll Liabilities - Other 489.77 Total 2100 · Payroll Liabilities 13,028.05 2250 · Rental Security Deposit 3,000.00 Total Other Current Liabilities 16,028.05 Total Current Liabilities 21,993.82 Total Liabilities 21,993.82 12:55 PM Northwest Watershed Institute 01/10/25 Balance Sheet Accrual Basis As of June 30, 2024 Page 1 Jun 30, 24 Equity 1110 · Retained Earnings 1,396,066.04 Net Income 1,137,459.16 Total Equity 2,533,525.20 TOTAL LIABILITIES & EQUITY 2,555,519.02 12:55 PM Northwest Watershed Institute 01/10/25 Balance Sheet Accrual Basis As of June 30, 2024 Page 2 Northwest Watershed Institute Memo 3407 Eddy Street I Port Townsend, Washington 98368 voice 360.385.6786 fax 360.385.2839 email peter@nwwatershed.org I www.nwwatershed.org To: Tarboo Creek Conservation Project File From: Peter Bahls, Executive Director CC: Date: February 25, 2025 Re: Executive Committee Resolution to Submit Jefferson County Conservation Futures 2025 Application for the Upper Yarr Creek project. At its Annual Board Meeting of June 21, 2024, the Board of Directors of Northwest Watershed Institute unanimously approved the following resolution - An executive committee comprised of Peter Bahls and Janis Henry shall serve as an executive committee to have the power to make on-going decisions between Board meetings per the existing by-laws. On February 25, 2025 the executive committee approved the following resolution - DECIDED -Northwest Watershed Institute shall sponsor and submit a grant application for Jefferson County Conservation Futures 2025 Program to propose acquisition and restoration of the 1-acre Upper Yarr Creek project. Priority: The Toandos Forest property is 6x the size of the Upper Yarr property and is at high risk of development if JCCF funding is not awarded, so it is considered the top priority for NWI. Peter Bahls President !luo,/ nis Hen·rf'r' ,.,, ""/ _..;cretary February 27, 2025 Peter Bahls, Executive Director Northwest Watershed Institute 3407 Eddy Street Port Townsend, WA 98368 Dear Mr. Bahls: I understand that Northwest Watershed Institute is applying for Jefferson County Conservation Futures (JCCF) grant funding to acquire and protect Upper Yarr Creek, 1 acre of stream and riparian forest habitat adjacent to protected lands of the Leopold-Freeman Forest and flowing into lower Yarr Creek on NWI’s Tarboo Wildlife Preserve in the Tarboo valley. If successful, the grant funding will protect the forest under county deed restrictions and allow older forest habitats to develop. We strongly support this project and want to convey the importance of the forest and stream habitat as a cultural resource to the Tribes. The JCCF grant application states that cultural resources include “…traditional, religious, ceremonial, and social uses and activities of affected Indian Tribes…”. I want to make it clear that the Upper Yarr Creek property is a cultural resource under this definition and the proposed plan for protection and restoration would help grow its importance. Four tribes - 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 the forests of 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. Salmon and shellfish are central to sustaining the cultural heritage of the Tribes. Yarr Creek is an important coho salmon spawning stream and these habitats are recognized by the Tribe not just as natural resources but as cultural resources vital for sustaining salmon runs, as well protecting water quality for shellfish production in Dabob Bay. In addition, Tribal members harvest wood from cedar, big leaf maple, and alder trees to make large box drums, masks, and other traditional objects that the Tribes have used for thousands of years for religious and social ceremonies. However, with the conversion of vast areas to private industrial tree farms and development projects, it is increasing difficult for the Tribes to access forests suitable for traditional cultural uses. The proposed project will protect important cultural resources for the Tribes: habitat that sustains salmon and shellfish and forest that provides a large variety of indigenous plants and trees of cultural importance. s. Sincerely, Laura Price Cultural Resources Director Port Gamble S’Klallam Tribe 31912 Little Boston RD NE Kingston WA 98346 Office: 360-297-9655 Cell: 360-509-7723 1 4899-1951-4625v.6 0046182-000042 EXAMPLE OF RE-RECORD OF SWD FOR CONSERVATION FUTURES PURPOSES AFTER RECORDING RETURN TO: Northwest Watershed Institute 3407 Eddy Street Port Townsend, WA 98368 DOCUMENT TITLE: Statutory Warranty Deed – Re-Record GRANTOR: Rosie L. von Engel GRANTEE: Northwest Watershed Institute ABBREVIATED LEGAL DESCRIPTION (Complete description on Page 1): S29 T28 R1W Tax 2 ASSESSOR’S TAX PARCEL NUMBER(S): 801 293 003 REFERENCE NUMBERS OF RELATED DOCUMENTS: 658592 The par3es are re-recording the Statutory Warranty Deed, recorded on 01/17/2023 in the official records of Jefferson County, Washington, under Auditor’s File No. 658592 (a copy of which is aQached hereto as Exhibit A), for the sole purpose of including language required by Jefferson County providing funding to Grantee Northwest Watershed Ins3tute’s acquisi3on of the property described in said Statutory Warranty Deed, and without addi3onal considera3on from Grantee to Grantor. 2 4899-1951-4625v.6 0046182-000042 STATUTORY WARRANTY DEED (RE-RECORD) THE GRANTOR Rosie L. von Engel, now according to the application for title insurance Rose/Marie Ludmilla von Engel, as her separate estate for an in consideration of TEN DOLLARS AND OTHER GOOD AND VALUABLE CONSIDERATION in hand paid, conveys and warrants to Northwest Watershed Institute, a Washington nonprofit corporation the following described real estate, situated in the County of Jefferson, State of Washington (the “Property”): Tax Parcel Number(s): 801 293 003 That portion of the North 100 feet of the Southeast ¼ of the Southwest ¼ of Section 29, Township 28 North, Range 1 West, W.M. and that portion of the Northeast ¼ of the Southwest ¼ of said Section 29 lying Easterly of the Quilcene-Center County Road right of way as conveyed by Deed recorded March 13, 1956 under Auditor’s File No. 149069 and Southerly of the Old Tarboo Lake Road as conveyed by Deed recorded March 1, 1948 under Auditor’s File No. 112974, in Jefferson County, Washington; Together with the West 158 feet of the North 100 feet of the Southwest ¼ of the Southeast ¼ in said Section 29. Situate in the County of Jefferson, State of Washington. SUBJECT TO: Covenants, Conditions, Restrictions, Easements, Plats and Surveys, if any, affecting title, which may appear in the public record Grantee’s costs of acquiring the Property were provided in part by grant funding from the Jefferson County Conservation Futures property tax authorized by Washington law. Grantee hereby agrees to be bound by Jefferson County Code (JCC) 3.08.030(9), the uses authorized under RCW 84.34.230, including the obligation to ensure the long-term conservation of the Property in accordance with the terms and conditions of this Notice of Grant Restrictions and Restrictive Covenants for Conservation Purposes, and to obtain the consent of Jefferson County prior to any conveyance of any interest acquired hereby. Consistent with JCC 3.08.030(9), the Property shall not be converted to a different use unless and only if other equivalent lands or interest in lands within Jefferson County are received by Grantee in exchange. {Signature page(s) to follow} 3 4899-1951-4625v.6 0046182-000042 IN WITNESS WHEREOF, Grantor has caused this instrument to be executed and delivered as of the ______ day of ________, 2025. GRANTOR: ______________________________ Rosie L. von Engel State of Washington ) ) ss. County of _________ ) On this _____ day of ________________, 2025, Rosie L. von Engel, known to me or proved by satisfactory evidence to be the individual described in this instrument, acknowledged before me that she signed this instrument as her free and voluntary act and deed for the uses and purposes stated therein. ___ Notary Public for State of Washington Residing at: ___ My commission expires: ___ 4 4899-1951-4625v.6 0046182-000042 IN WITNESS WHEREOF, Grantee has caused this instrument to be executed and delivered as of the ______ day of ________, 2025. GRANTEE: NORTHWEST WATERSHED INSTITUTE By: Its: Date: State of Washington ) ) ss. County of _________ ) On this _____ day of ________________, 2025, Peter Bahls, known to me or proved by satisfactory evidence to be the individual described in this instrument, acting in his capacity as Executive Director of Northwest Watershed Institute, acknowledged before me that he signed this instrument as the free and voluntary act and deed of such corporation for the uses and purposes stated therein. _ Notary Public for State of Washington Residing at: _ My commission expires: _ 5 4899-1951-4625v.6 0046182-000042 EXHIBIT A Original Statutory Warranty Deed {attached}