HomeMy WebLinkAboutHearing - Conservation Futures 2025 Projects Packet FINALAlways working for a safer and healthier community
615 Sheridan Street Port Townsend, WA 98368
www.JeffersonCountyPublicHealth.org
Community Health Environmental Health
Developmental Disabilities Water Quality 360-385-9400 360-385-9444 360-385-9401 (f) (f) 360-379-4487
JEFFERSON COUNTY BOARD OF COUNTY COMMISSIONERS REGULAR AGENDA REQUEST
TO: Board of County Commissioners
FROM: Michael Dawson, Water Quality Manager, Environmental Public Health and Water Quality Tami Pokorny, Natural Resources Program Coordinator
DATE: July 07, 2025 SUBJECT: Public Hearing and Possible Decision Regarding Applications for Conservation Futures Funding in 2025
STATEMENT OF ISSUE:
The Conservation Futures Fund program (chapter 3.08 JCC) requires a duly noticed public
hearing to be held as part of the process for allocating funds to projects that protect public open spaces. On June 23, 2025, BoCC approved a Public Hearing Notice to hold a public hearing July 7, 2025 at 10:30 a.m. on the 2025 Conservation Futures Program project applications. The Notice was published in The Port Townsend and Jefferson County Leader on June 25 and July 2,
2025. BoCC may decide which project(s) to fund and pass resolution(s) for funding, after
hearing public comment and considering an analysis by the Department of Community Development on impacts to growth. ANALYSIS STRATEGIC GOALS:
The three (3) applications to the Conservation Futures Fund in 2025 are:
1. Deerfoot Forest: Applicant requests $98,000 towards the acquisition of a conservation easement on two parcels totaling 36.9 acres, located within the Donovan and Tarboo Creek watersheds along Center Road in Quilcene. The conservation easement would create protected
open space for a second growth forest and wetlands. The applicant also requests $12,000 towards
reimbursement of operations and maintenance costs. The proposed match is $114,000 in funds from the Navy’s Readiness and Environmental Protection Integration (REPI) program. The project applicant and sponsor is Jefferson Land Trust. Project location: S5 T27N R1W.
2. Upper Yarr Creek Protection: Applicant requests $26,000 towards fee simple acquisition of a
1.03-acre parcel located in the Tarboo Creek watershed in Quilcene. The acquisition would create protected open space to conserve riparian slope and stream habitat. The proposed match is $20,000 in a donation of land value and $6,000 in crew time from Northwest Watershed Institute. The project applicant and sponsor is Northwest Watershed Institute. Project location:
S29 T28N R1W.
Always working for a safer and healthier community
Community Health Environmental Public Health Developmental Disabilities Water Quality 360-385-9400 360-385-9444
360-385-9401 (f) (f) 360-379-4487
3. Toandos Forest Acquisition and Restoration: Applicant requests $76,000 towards the fee simple acquisition of a 6.38-acre parcel on the Toandos peninsula within the Dabob Bay Natural
Area. The acquisition would create protected open space to conserve water quality and habitat
connectivity in the Dabob Bay ecosystem. The applicant also requests $18,500 towards reimbursement of operations and maintenance costs. The proposed match is $65,000 in funds from the Navy’s Readiness and Environmental Protection Integration (REPI) program and $29,500 in private donations to Northwest Watershed Institute. The project applicant and sponsor
is Northwest Watershed Institute. Project location: S15 T27N R1W.
At its April 22, 2025 meeting, the Conservation Futures Fund Citizen Oversight Committee (CFF Committee) voted unanimously to declare all three projects worthy of funding. As a second motion, the CFF Committee voted unanimously to fully fund Toandos Forest Acquisition and
Restoration and Deerfoot Forest. The Committee also voted eleven (11) for and one (1) against
to fully fund Upper Yarr Creek Protection. This briefing packet contains:
• Draft resolutions consistent with the recommendations of the CFF Committee
• Three (3) Conservation Futures Fund project applications
• Draft summary of the April 22, 2025 CFF Committee meeting
• Analysis from Joel Peterson, Jefferson County Department of Community Development
• Map of conservation futures projects 2003-2024
• Conservation Futures Fund Citizen Oversight Committee recommendations memo, presented to BoCC on May 19, 2025 by Committee Vice Chair Ron Rempel
The purpose of the CFF Program is to address the “general and increasing need to provide a system of public open spaces…for the health, welfare, benefit and safety of the residents of Jefferson County,” and to maintain “Jefferson County as a desirable place to live, visit and locate businesses.” Conservation Futures Fund tax levy collections, authorized under RCW 84.34.230
are an important means of retaining community character and accomplishing open space policies
and objectives of the Jefferson County Comprehensive Plan. The goal of the program is to preserve and protect the county’s open space resources from development, and from being “negatively and permanently affected.”
JCC 3.08.030 allows up to 15% of the Conservation Futures Fund levy monies raised in the
preceding year to be used for operations and maintenance needs. Fifteen percent of the revenue collected in 2024 ($323,200) is $48,480. The total request for operations and maintenance funding in 2025 is $30,500.
RCW 84.34.230 and 84.34.240(3) require that rights or interests in real property acquired with
CFF funds shall not “reduce the capacity of land suitable for development necessary to accommodate the allocated housing and employment growth plans” of the County. An analysis on the impact to growth from the Jefferson County Department of Community Development is provided here, which concludes that “the proposals, totaling ca. 44 acres, do not negatively
impact housing supply or employment growth.”
Always working for a safer and healthier community
Community Health Environmental Public Health Developmental Disabilities Water Quality 360-385-9400 360-385-9444
360-385-9401 (f) (f) 360-379-4487
Grant agreements for approved projects between project sponsors and the County will be developed by Environmental Public Health and submitted to BoCC for approval.
FISCAL IMPACT: The explicit purpose of the Conservation Futures Fund 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.
The following previously approved CFF projects are anticipated to close during the remainder of
2025:
• Tarboo Wildlife Preserve – West Slope Forest Addition: $150,000
• Lower Chimacum Creek Mainstem Acquisitions (portion of): $52,000
• Humbleberry Farm: $130,000 The following previously approved CFF projects were cancelled:
• North Barry Snow Creek: $74,000
• Dosewallips River Lazy C: $7,649 RECOMMENDATION: Review the three (3) CFF project proposals and supporting documentation. Hold a public hearing
on July 7, 2025 at 10:30 a.m. Consider written and oral testimony at the public hearing and adopt any of the enclosed funding resolutions, with or without revisions. REVIEWED BY:
______________________________ ____________________ Josh Peters, County Administrator Date
STATE OF WASHINGTON County of Jefferson
In the Matter of Dedicating Conservation Futures Funds to the Deerfoot Forest Project as Authorized by an in Accordance with Jefferson County Code (JCC) Chapter 3.08 to Provide a System of Open Spaces
RESOLUTION NO. ________________
WHEREAS, Conservation Futures Fund tax levy collections, authorized under RCW 84.34.230, are an important means of retaining community character and accomplishing the open space policies and objectives of the Jefferson County Comprehensive Plan that encourage the coordinated acquisition of key open space lands for long-term protection; and
WHEREAS, Jefferson County is authorized by RCW 84.34.210 and RCW 84.34.220 to acquire open space land, agricultural and timber lands as defined in RCW 84.34.220; and
WHEREAS, the Conservation Futures Fund Citizen Oversight Committee has reviewed project applications for 2025 and made its funding recommendations to the Board of County Commissioners in accordance chapter 3.08 JCC; and
WHEREAS, under the provisions of the Jefferson County Conservation Futures Fund Program, Jefferson Land Trust, as project sponsor, requests funding towards the acquisition of conservation easements on two (2) parcels of land in S5 T27N R1W with Assessor’s Parcel Numbers 701052002 and 701052011 and to reimburse operations and maintenance costs; and WHEREAS, the County retains enough developable land to accommodate the Deerfoot Forest project as well as the housing and employment growth that it is expected to receive, thus satisfying the requirement of RCW
84.34.240(3); and WHEREAS, Jefferson County considers it in the best public interest to contribute financially to this open
space project; NOW, THEREFORE BE IT RESOLVED BY THE BOARD OF COUNTY COMMISSIONERS OF
JEFFERSON COUNTY, STATE OF WASHINGTON: Section 1. Whereas Clauses Adopted as Findings of Fact. The Jefferson County Board of Commissioners hereby
adopts the above “Whereas” clauses as Findings of Fact.
Section 2. Dedication of Acquisition Funds Approved. Jefferson County hereby dedicates up to $98,000 in Conservation Futures funds towards reimbursement of eligible acquisition expenses for the Deerfoot Forest project. Funding is contingent upon presentation of a matching contribution of at least fifty percent (50%). The sponsor anticipates that the matching contribution will be fifty-one percent (51%) at the time of project completion.
Section 3. Dedication of Operations and Maintenance Funds Approved. Jefferson County hereby dedicates up to $12,000 in Conservation Futures funds towards reimbursement for eligible operations and maintenance
expenses incurred within ten years of the signing of this resolution, contingent on a matching contribution of no less than the amount of Conservation Futures Funds requested for operations and maintenance.
Section 4. Nullification. This dedication of funding may be nullified if a submittal for reimbursement, accompanied by documentation of matching funds sufficient to complete the acquisition, is not received from the sponsor within three years of the signing of this resolution.
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Section 5. Severability. If any section, subsection, sentence, clause, or phrase of this resolution or its application to any person or circumstance is held invalid, the remainder of this resolution or its application to other persons or circumstances shall be fully valid and shall not be affected.
Section 6. Effective Date. This resolution is effective upon adoption.
Section 7. SEPA Categorical Exemption. This resolution is categorically exempt from the State Environmental Policy Act under WAC 197-11-800(19).
(SIGNATURES FOLLOW ON THE NEXT PAGE)
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APPROVED AND ADOPTED this _____ day of _________________________ 2025.
JEFFERSON COUNTY BOARD OF COUNTY COMMISSIONERS
SEAL: ______________________________ Heidi Eisenhour, Chair ______________________________ Greg Brotherton, Member
______________________________ Heather Dudley-Nollette, Member ATTEST: APPROVED AS TO FORM:
______________________________ ______________________________ Carolyn Gallaway, Date Philip C. Hunsucker, Date Deputy Clerk of the Board Chief Civil Deputy Prosecuting Attorney
STATE OF WASHINGTON County of Jefferson
In the Matter of Dedicating Conservation Futures Funds to the Toandos Forest Acquisition and Restoration Project as Authorized by an in Accordance with Jefferson County Code (JCC) Chapter 3.08 to Provide a System of Open Spaces
RESOLUTION NO. ________________
WHEREAS, Conservation Futures Fund tax levy collections, authorized under RCW 84.34.230, are an important means of retaining community character and accomplishing the open space policies and objectives of the Jefferson County Comprehensive Plan that encourage the coordinated acquisition of key open space lands for long-term protection; and
WHEREAS, Jefferson County is authorized by RCW 84.34.210 and RCW 84.34.220 to acquire open space land, agricultural and timber lands as defined in RCW 84.34.220; and
WHEREAS, the Conservation Futures Fund Citizen Oversight Committee has reviewed project applications for 2025 and made its funding recommendations to the Board of County Commissioners in accordance with chapter 3.08 JCC; and
WHEREAS, under the provisions of the Jefferson County Conservation Futures Fund Program, Northwest Watershed Institute, as project sponsor, requests funding towards reimbursement for acquisition of one (1) parcel of land in S15 T27N R1W with Assessor’s Parcel Number 701153003; and WHEREAS, the County retains enough developable land to accommodate the Toandos Forest Acquisition and Restoration project as well as the housing and employment growth that it is expected to receive, thus satisfying the requirement of RCW 84.34.240(3); and
WHEREAS, Jefferson County considers it in the best public interest to contribute financially to this open space project; and
NOW, THEREFORE BE IT RESOLVED BY THE BOARD OF COUNTY COMMISSIONERS OF JEFFERSON COUNTY, STATE OF WASHINGTON:
Section 1. Whereas Clauses Adopted as Findings of Fact. The Jefferson County Board of Commissioners hereby adopts the above “Whereas” clauses as Findings of Fact.
Section 2. Dedication of Acquisition Funds Approved. Jefferson County hereby dedicates up to $76,000 in Conservation Futures funds towards reimbursement of eligible acquisition expenses for the Toandos Forest Acquisition and Restoration project. Funding is contingent upon presentation of a matching contribution of at least fifty percent (50%). The sponsor anticipates that the matching contribution will be fifty percent (50%) at the time of project completion.
Section 3. Dedication of Operations and Maintenance Funds Approved. Jefferson County hereby dedicates up to $18,500 in Conservation Futures funds towards reimbursement for eligible operations and maintenance expenses incurred within ten years of the signing of this resolution, contingent on a matching contribution of no
less than the amount of Conservation Futures Funds requested for operations and maintenance.
Section 4. Nullification. This dedication of funding may be nullified if a submittal for reimbursement, accompanied by documentation of matching funds sufficient to complete the acquisition, is not received from the sponsor within three years of the signing of this resolution.
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Section 5. Severability. If any section, subsection, sentence, clause, or phrase of this resolution or its application to any person or circumstance is held invalid, the remainder of this resolution or its application to other persons or circumstances shall be fully valid and shall not be affected.
Section 6. Effective Date. This resolution is effective upon adoption.
Section 7. SEPA Categorical Exemption. This resolution is categorically exempt from the State Environmental Policy Act under WAC 197-11-800(19).
(SIGNATURES FOLLOW ON THE NEXT PAGE)
Page 3 of 3
APPROVED AND ADOPTED this _____ day of _________________________ 2025.
JEFFERSON COUNTY BOARD OF COUNTY COMMISSIONERS
SEAL: ______________________________ Heidi Eisenhour, Chair ______________________________ Greg Brotherton, Member
______________________________ Heather Dudley-Nollette, Member ATTEST: APPROVED AS TO FORM:
______________________________ ______________________________ Carolyn Gallaway, Date Philip C. Hunsucker, Date Deputy Clerk of the Board Chief Civil Deputy Prosecuting Attorney
STATE OF WASHINGTON County of Jefferson
In the Matter of Dedicating Conservation Futures Funds to the Upper Yarr Creek Protection Project as Authorized by an in Accordance with Jefferson County Code (JCC) Chapter 3.08 to Provide a System of Open Spaces
RESOLUTION NO. ________________
WHEREAS, Conservation Futures Fund tax levy collections, authorized under RCW 84.34.230, are an important means of retaining community character and accomplishing the open space policies and objectives of the Jefferson County Comprehensive Plan that encourage the coordinated acquisition of key open space lands for long-term protection; and
WHEREAS, Jefferson County is authorized by RCW 84.34.210 and RCW 84.34.220 to acquire open space land, agricultural and timber lands as defined in RCW 84.34.220; and
WHEREAS, the Conservation Futures Fund Citizen Oversight Committee has reviewed project applications for 2025 and made its funding recommendations to the Board of County Commissioners in accordance with chapter 3.08 JCC; and
WHEREAS, under the provisions of the Jefferson County Conservation Futures Fund Program, Northwest Watershed Institute, as project sponsor, requests funding towards reimbursement for acquisition of one (1) parcel of land in S29 T28N R1W with Assessor’s Parcel Number 801293003; and WHEREAS, the County retains enough developable land to accommodate the Upper Yarr Creek Protection project as well as the housing and employment growth that it is expected to receive, thus satisfying the requirement of RCW 84.34.240(3); and
WHEREAS, Jefferson County considers it in the best public interest to contribute financially to this open space project;
NOW, THEREFORE BE IT RESOLVED BY THE BOARD OF COUNTY COMMISSIONERS OF JEFFERSON COUNTY, STATE OF WASHINGTON:
Section 1. Whereas Clauses Adopted as Findings of Fact. The Jefferson County Board of Commissioners hereby adopts the above “Whereas” clauses as Findings of Fact.
Section 2. Dedication of Acquisition Funds Approved. Jefferson County hereby dedicates up to $26,000 in Conservation Futures funds towards reimbursement of eligible acquisition expenses for the Upper Yarr Creek Protection project. Funding is contingent upon presentation of a matching contribution of at least fifty percent (50%). The sponsor anticipates that the matching contribution will be fifty percent (50%) at the time of project completion.
Section 3. Nullification. This dedication of funding may be nullified if a submittal for reimbursement, accompanied by documentation of matching funds sufficient to complete the acquisition, is not received from the sponsor within three years of the signing of this resolution.
Section 4. Severability. If any section, subsection, sentence, clause, or phrase of this resolution or its application to any person or circumstance is held invalid, the remainder of this resolution or its application to other persons or circumstances shall be fully valid and shall not be affected.
Section 5. Effective Date. This resolution is effective upon adoption.
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Section 6. SEPA Categorical Exemption. This resolution is categorically exempt from the State Environmental Policy Act under WAC 197-11-800(19).
(SIGNATURES FOLLOW ON THE NEXT PAGE)
Page 3 of 3
APPROVED AND ADOPTED this _____ day of _________________________ 2025.
JEFFERSON COUNTY BOARD OF COUNTY COMMISSIONERS
SEAL: ______________________________ Heidi Eisenhour, Chair ______________________________ Greg Brotherton, Member
______________________________ Heather Dudley-Nollette, Member ATTEST: APPROVED AS TO FORM:
______________________________ ______________________________ Carolyn Gallaway, Date Philip C. Hunsucker, Date Deputy Clerk of the Board Chief Civil Deputy Prosecuting Attorney
1
2025 CFF Program Application
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 (360) 379-4498 or
tpokorny@co.jefferson.wa.us with questions.
Background and Eligibility Information
1. Project Title Deerfoot Forest
2. Conservation Futures Fund Acquisition Request Amount: $98,000
Conservation Futures O&M Request Amount: $12,000
3. Total Conservation Futures Request Amount: $110 ,000
4. Please indicate the type of interest contemplated in the acquisition process. __ Warranty Deed X Easement __ Other (Please describe below.)
In whose name will the property title be held after acquisition?
Penney Jo Ewing Hubbard will continue to hold title, with a conservation easement held by Jefferson Land
Trust and potentially a REPI easement held by the US Department of Defense.
5. Applicant Information
Name of Applicant or Organization: Jefferson Land Trust
Contact: Sarah Spaeth
Title: Director of Conservation & Strategic Partnerships
Address: 1033 Lawrence St. Port Townsend, WA 98368
Phone: (360) 379-9501, ext. 101 ________________________________ Fax: (_____) _____-________, ext. ____
Email: sspaeth@saveland.org
6. Sponsor Information: (if different than applicant) _________________________________________________
Organization Name:___________________________________________________________________________
Contact: ____________________________________________________________________________________
Title: ______________________________________________________________________________________
Address: ____________________________________________________________________________________
Phone: (_____) _____-________, ext. ____ _______________________ Fax: (_____) _____-________, ext. ____
Email: _____________________________________________________________________________________
2025 Jefferson County Conservation Futures Fund Program
Property Acquisition Project and/or
Operations and Maintenance Project Application
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2025 CFF Program Application
This application was approved by the sponsor’s legally responsible body (e.g., board, council, etc.) on February
20, 2024
7. Project Location Street Address or Description of Location: 11500 Center Rd. Quilcene, WA 98376
Driving Directions from Port Townsend: From Chimacum, take Center Road south for 11.5 miles and turn
right into the private driveway.
Section: 5
Township: 27 N
Range: 1W
Assessor’s Parcel Number(s): 701052002 and 701052011
Please differentiate current and proposed ownership of each APN and indicate if the parcel is to be acquired with
CFF funds or used as match.
All parcels listed above will remain in Penney Hubbard’s ownership and will be preserved with a conservation
easement held by Jefferson Land Trust, likely along with a Navy Readiness and Environmental Protection
Integration (REPI) restrictive easement.
Please list the assessed values for each property or APN, as applicable.
701052002 –$469,479 current market value assessed & taxable value
701052011 - $82,905 current market value assessed & taxable value
8. Existing Conditions
New Site: Yes X No _________________________ Number of Parcels: 2
Addition to Existing Site: Yes No X ____________ Acres to Be Acquired: 36.9
Total Project Acreage (if different):______________ Current Zoning: RR:20 and RR:5
Existing Structures/Facilities: Two residences, two wells, a pump house, a small barn, woodshed, and a few
additional outbuildings.
Any current covenants, easements or restrictions on land use: None
Current Use: Residential
Waterfront (name of body of water): None
Shoreline (linear feet): N/A
Owner Tidelands/Shorelands: N/A
9. Current Property Owner X is __is not a willing seller.
Project Description
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2025 CFF Program Application
10. In 1,000 words or less, provide a summary description of the project, the match, and why you think preserving
this property is important. Name three top objectives for the property (other than those related to funding). Include
information about the physical characteristics of the site that is proposed for acquisition with Conservation
Futures Fund 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 the proposed use, and
plans for any structures currently on the site. If applicable, describe how the site project relates to a larger
conservation program (please identify), 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.
Jefferson Land Trust is seeking Conservation Futures funding for the permanent protection of Deerfoot Forest
with a conservation easement. This property is in Quilcene along Center Road and contains two parcels that
total 36.9 acres. Jefferson Land Trust seeks to protect this property with a conservation easement to protect
the important ecological features of upland forest, forested wetlands, and headwaters of two important creek
systems. The easement will prohibit fragmentation of the two parcels, further development, and
conventional/ clear-cut forest management practices.
The Hubbard Forest property appears to be a section of the headwaters of both Donovan Creek and Tarboo
Creek. This is inferred from onsite characteristics, knowledge of the water drainage, property location, and
elevation hillshade imagery. Jefferson Land Trust and other partners such as the Northwest Watershed
Institute, WA Department of Natural Resources, and Jefferson County have been working for over two
decades on the protection efforts of both watersheds of Donovan and Tarboo Creeks. This offers an important
opportunity for Jefferson Land Trust to continue with land protection efforts in these priority areas.
The Deerfoot Forest conservation easement will limit future development, require single ownership of the two
parcels, restrict forest management that only permits ecological enhancement activities, all with the goal of
protecting the wildlife corridor that this diverse second growth forest contributes to (described further in #7).
As large rotating clearcuts have occurred on adjacent neighboring parcels, Penney Hubbard and her husband
have ensured that the management of the Deerfoot Forest has allowed natural regeneration of the forest
ecosystem to occur. Their management vision includes the maintenance, preservation, and enhancement of
the diverse second growth forest as a “forest garden” for native plant species, wildlife, and human recreation
and enjoyment.
Deerfoot Forest has been naturally regenerating since its last logging operation around 1920. There are
various forest zones including mature Douglas fir mixed with cedar, western hemlock, Sitka spruce, alder and
maple patches, and forested wetlands. While some areas of the forest could benefit from more conifer tree
presence, there is a substantial amount of downed wood and standing snags throughout the property which
provide important habitat for various wildlife and sequester water and carbon on site. The property has varied
topography ranging from mostly flat forestland on the south side of Center Road to south-facing sloped
forestland on the parcel north of Center Road. The topography and soils of Deerfoot Forest hosts seasonal and
perennial forested wetlands and while there is no apparent surface water flow, the property appears to have
hydrological connections as a section of the headwaters of both Donovan Creek and Tarboo Creek. These
characteristics are well-suited to the proposed ecological protection. On the property, in addition to the two
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2025 CFF Program Application
residences located in the larger northern parcel, infrastructure includes two wells, a pump house, a small
barn, and other small outbuildings. Current zoning of the parcels appears to allow for one additional
development right on the southern parcel that would be extinguished with the conservation easement. The
existing infrastructure on site would remain in use by private landowners after protection with the
conservation easement, and the infrastructure would be limited to within one “building envelope” in the
easement.
Deerfoot Forest’s surrounding neighbor landowners include private timber companies, residential
development, and Department of Natural Resources Forest Board. These surrounding land uses have resulted
in the Deerfoot Forest serving as an intact wildlife corridor across the busy Center Road from the DNR Dabob
Bay Natural Area, only .25 miles away across Dabob Rd to the south. The landowners and other community
members have regularly sited black bears and cougars crossing Center Road between the two Hubbard
parcels, presumably because of the habitat interruption and fragmentation occurring on the surrounding
properties. The Deerfoot Forest has remained a wildlife and native plant refuge over the years as nearby
disturbances have continued to occur.
Jefferson Land Trust intends to protect this forested property with a conservation easement before the end of
2026 or early 2027, and CFF funds will provide essential funding toward this goal. In addition to CFF funds,
funding from the Navy Readiness and Environmental Protection Integration (REPI) program for the REPI
easement will also likely provide a substantial amount of the funding for this project, as well as (or
alternately) a bargain sale of the conservation easement from the landowners, providing the required
matching funds for the CFF program. The federal grant dollars and landowner match contributed to this
project have reduced the amount of funding requested from the CFF program.
After the protection of Deerfoot Forest with a conservation easement, the landowners will continue to
manage the property to enhance its ecological values, and the property will be protected from inappropriate
development or timber harvesting, forever.
To date, Jefferson Land Trust protects over 1,360 acres in the Tarboo Creek and Donovan Creek watersheds.
These properties include forestland, riparian, and farmland properties, working with several partners,
including the Northwest Watershed Institute and Department of Natural Resources.
Top objectives:
1. Protect the property with a conservation easement and Navy REPI restrictive easement which will
reduce the development rights, protect the forest and wetland habitat, and protect the headwaters of
Tarboo Creek and Donovan Creek – 2026/early 2027
2. After protection of the property the landowners, Jefferson Land Trust staff, and other natural
resources partners will collaborate to plan and implement the best forest management practices to
ensure that the property continues on its path toward old-growth forest characteristics and
contributes to climate resiliency
3. Landowners, Land Trust, and other partners will continue to assess the use of the property as a
wildlife corridor and determine if there are additional enhancements that can contribute to that use.
The overarching goal of this project is to protect the ecological values of Deerfoot Forest so that the property
will always remain in a maturing forested condition, protecting the water quality of the lower watersheds.
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2025 CFF Program Application
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 Fund 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: The estimated value of the conservation
easement is $180,000.
Total Estimated Acquisition-related Cost (see Conservation Futures Fund Manual for eligible costs): $32,000
Total Operation and Maintenance Cost: $12,000
Total Project Cost: $224,000
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):
Deerfoot Forest estimated costs Timeline Est. Total
Cost
CFF Request Match
Easement acquisition 2026 $180,000 $75,000
$105,000
Land acquisition related costs, i.e.
appraisal, survey, Baseline document,
closing costs
2026 $24,000 $15,000 $9,000
Project management, admin and legal
fees
ongoing $8,000 $8,000 $0
O&M ongoing $12,000 $12,000 $0
Total $224,000 $110,000
(49%)
$114,000
(51%)
The estimate for the value of the easement acquisition is based on the current Jefferson County fair market
value assessment of the property, combined with our knowledge of the appraised value of other conservation
easements on local properties recently. Similarly, Jefferson Land Trust completes multiple acquisition
projects a year which helps us provide experienced estimates for project management and other
administrative costs that will be needed for this project.
Standalone O & M go to question #14:
Scored Questions
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2025 CFF Program Application
1. To what degree does the project leverage contributions for acquisition from groups, agencies or
individuals?
Sponsors or other organizations are required to contribute to acquisition of the proposed site and/or operation and maintenance activities.
1 a. Please describe below how contributions from groups or agencies will reduce the need to use Conservation Futures Fund program funds.
1 b. Matching Fund Estimate Acquisition O&M %
Conservation Futures Funds Requested $98,000 $12,000 49.0%
Matching Funds/Resources* $114,000 $0 51%
Total Project Acquisition Cost $212,000 $12,000 100%
* 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 c. Source of matching Amount of Contribution If not, Contribution If not, funds/resources contribution approved? when? available now? when?
Navy REPI (or bargain sale) $114,000 __ Yes No _________ Yes No ________
NOTE: Fifty-percent (50%) matching funds are required, and a higher rating will be assigned to those projects that guarantee additional resources for acquisition. Donation of property or a property right can be
considered as a matching resource. Donation of resources for on-going maintenance or stewardship (“in-
kind” contributions) are not eligible as a match.
2. To what degree has the project sponsor identified the long-term stewardship issues for the proposed project?
2 a. Identify any factors, threats, or stressors that could negatively affect the conservation values and/or community benefits for which the property would be conserved.
The mature forest conditions and hydrological conservation values of the Deerfoot Forest, including the
seasonal and perennial wetlands that feed into the Donovan Creek and Tarboo Creek watersheds could be
negatively impacted by further development currently allowed on the southern parcel under county code,
and by conventional forest management practices without a conservation easement.
2 b. Describe the management strategies that the stewardship plan will include to address the identified factors, threats, or stressors, including any actions planned to make these negative outcomes or impacts less likely.
The Land Trust anticipates that the stewardship plan will focus on management strategies designed to retain
and enhance the mature forest and wetland characteristics of the property. The landowners have a forest
management plan that was recently updated in consultation with an experienced DNR forester. This plan
promotes forest health, diversity, and resilience and will be a guiding document in the development of the
Stewardship Plan.
The Stewardship Plan is created in partnership with landowners who retain the fee-simple rights to the
property. These plans, including their management strategies, are developed once the staff have more time
(funded by public granting agencies) to conduct site assessments to create a baseline conditions report and
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2025 CFF Program Application
stewardship plan. The Land Trust will engage in ongoing, detailed discussions with landowners and their
forest manager to formulate joint strategies for protecting and enhancing the identified conservation values,
once the project has secured funding and before closing on the conservation easement.
While we will have the required Stewardship Plan outline or draft to County Environmental Health staff in
advance of closing on the conservation easement, the national Land Trust Alliance—which regularly updates
its Standards and Practices to guide accredited land trusts such as Jefferson Land Trust—requires a
management plan to be developed within 12 months of land acquisition. This timeline allows staff to set
management goals, address risks to conservation values, and identify appropriate public access
opportunities. When necessary, we will update the Stewardship Plan according to the conservation easement
requirements. (https://landtrustalliance.org/resources/learn/explore/practice-12b-land-management-and-
stewardship
2 c. Describe any existing water rights, and current uses of water. Identify any conservation values currently being protected that are dependent on these sources of water.
The Deerfoot Forest property residences utilize two domestic wells. Onsite water supply is not an element of
the identified conservation values.
3. To what degree has the project sponsor demonstrated effective long-term stewardship of a similar project?
3 a. Describe the sponsoring agency’s previous or on-going stewardship experience.
Over the 35 years since it was formed, Jefferson Land Trust has managed many acquisition projects with
several project partner organizations, including Jefferson County, The Trust for Public Land, Northwest
Watershed Institute, North Olympic Salmon Coalition (NOSC), JCCD, HCSEG, the Navy and others, and we
have been responsible for conducting or coordinating restoration activities in partnership with many of those
same agencies and organizations. The Land Trust also holds title to over 1,890 acres of preserves and we have
helped with the preservation and stewardship of another 12,941 acres in Jefferson County. We currently hold
69 conservation easements on 3,597 acres, including the Tarboo Wildlife Preserve (396 acres), Carl’s Forest
(156 acres), Arlandia (28 acres), and other facilitated protection projects with the Northwest Watershed
Institute.
Jefferson Land Trust stewardship and monitoring protocols were developed with the guidance of the national
Land Trust Alliance, and adherence to those protocols is one of the requirements for our formal land trust
accreditation.
3 b. Has the project sponsor and/or applicant been involved in other projects previously approved for Conservation Futures Fund funding? _____No, neither the sponsor nor applicant has been involved in a project previously approved for Conservation Futures Fund funds.
X Yes, the sponsor and/or applicant for this project has been involved in a project previously approved for
Conservation Futures Fund funds. Please provide details:
Jefferson Land Trust has worked with many willing landowners and has sponsored 40 CFF applications over
the years since Jefferson County approved collection of the conservation futures property tax and developed
the program in 2003. These projects are found in almost all areas of East Jefferson County and range from fee
simple acquisition of nature preserves that are held by Jefferson Land Trust, or by other entities such as the
City of Port Townsend, Jefferson County or the Jamestown S’Klallam Tribe, to permanent conservation
easements held by Jefferson Land Trust on privately owned properties.
8
2025 CFF Program Application
4. To what degree is the project a part of an adopted open space, conservation, or resource preservation program or plan that was open to public review and comment, or identified in a community conservation effort that provided opportunities for public input? The proposed acquisition:
__is specifically identified in an adopted open space, conservation, or resource preservation program or plan, or community conservation effort, that provided opportunities for public review and comment. Please describe
below, including this project’s importance to the plan. Please also reference the website of the plan if available or include the plan with this application.
X complements an adopted open space or conservation plan that was open to public review, but is not specifically identified. Please describe below, and describe how the proposed acquisition is consistent with the plan.
__is a stand-alone project, or part of a project that was not open to public review.
For context, the Deerfoot Forest property is nearby the Washington DNR’s designated Dabob Bay Natural
Area. The Dabob Bay Natural Area was created to protect one of Washington’s highest functioning coastal spit
and tidal wetland systems. Deerfoot Forest and other properties within the Tarboo watershed have the
opportunity to provide additional protection to these areas by protecting the water quality of tributaries
feeding into Dabob Bay. Tarboo-Dabob is identified in the Willamette Valley—Puget Trough—Georgia Basin
Ecoregional Assessment (Floberg et al. 2004) as a priority area for conserving terrestrial biodiversity, and the
summary of special occurrences appendix.
Jefferson Land Trust’s community-vetted 100-Year Conservation Plan articulates the importance of
preserving habitat with the community vision – “Habitat is biologically diverse, interconnected, and supports
viable population of keystone species.” (pg. 13, Jefferson Land Trust Conservation Plan, 2010). It also identifies
"wildlife corridors" and “natural ecosystems” as priorities for habitat areas to be protected, which Deerfoot
Forest can be characterized as.
A portion of the Deerfoot Forest property is specifically identified as a Highly Resilient Terrestrial Biodiversity
Area through Jefferson Land Trust’s Climate Resiliency Spatial Conservation Planning. More information
about the Land Resilience Study can be found in the hyperlink and in Question #11.
5. To what degree does the project conserve opportunities which are otherwise lost or threatened?
5 a. The proposed acquisition site X does __does not provide a conservation or preservation opportunity which
would otherwise be lost or threatened.
5 b. If applicable, please carefully describe the nature and immediacy of the threat, and any unique qualities about
the site.
The landowners of Deerfoot Forest have considered working with Jefferson Land Trust to protect their
forestland for over a decade now. Up until last year, the Hubbards wanted to reserve their ability to sell off
their second parcel in case they have unexpected medical costs arise. However, now that there is the
opportunity to secure Conservation Futures funds for the protection of this property, we can now work with
the landowners to consolidate the property, extinguish the remaining development right, and ensure that it
cannot be subdivided or clearcut should the landowners need to sell the property in the future, or after their
lifetimes.
9
2025 CFF Program Application
6. Are the conservation values of the project commensurate with or greater than the amount of CFF funds requested, and will both the timeframes for meeting project objectives and associated
metrics demonstrate achievement of the conservation objectives?
6 a. Summarize the project’s conservation values and how the CFF funds requested support these values.
The conservation values of the property that will be protected by the conservation easement include mature,
diverse forest habitat, forested wetlands, scenic qualities along a main county road, and educational and
scientific opportunities. The protection of this mature forest habitat will benefit the biological diversity,
carbon sequestration, and groundwater recharge of the forest, as well as extend the wildlife corridor in the
Tarboo and Donovan Creek watersheds that many partners have been working to protect for two decades.
CFF funds requested will directly support these values by utilizing the conservation future tax levy to preserve
the sensitive lands of Deerfoot Forest that would be permanently damaged by increased development or
resource extraction. CFF funds may also leverage additional funding from the Navy’s Readiness and
Environmental Integration Program, and/or a bargain sale of the conservation easements.
The timeframes for meeting the project objectives are reasonable and will achieve the conservation
objectives.
6 b. Summarize how the project’s conservation values are related to the project’s specific objectives.
The objectives described in the Project Description ensure that Jefferson Land Trust is performing the
appropriate steps to ensure permanent protection of the conservation values described in 6a. 7. To what degree does the project preserve habitat for flora and fauna other than habitat for anadromous fish species?
7 a. X provides habitat for State of Washington Priority Habitat specific to the project and/or State or Federal
(NOAA and USFWS) Candidate, Endangered, Threatened or Sensitive species (provide list and references).
7 b. X provides habitat for native flora and fauna. Identify the documented habitat(s) and native flora or fauna
species that will be protected by the project.
7 c. X contributes to a wildlife corridor or migration route identified by Washington Connectivity Working Group
or other peer-reviewed source.
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
Note about this year’s changes to 7c: the “Washington Connectivity Working Group” has no data on their Linkage
Pathways interactive map west of the Cascade Mountains. Additionally, all the links recommended in the
footnote below are expired. If citing information from specific resources is desired, please provide different
requests. Otherwise, sponsors will continue to cite information from their resources.
Note also that the Land Trust is participating in the statewide Washington Habitat Connectivity Action Planning
process and is providing feedback and local priority information to advise the update of the Action Plan,
expected to be complete in mid- 2025.
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
10
2025 CFF Program Application
The Deerfoot Forest property is nearby other conserved land including the conservation easements Tarboo
Wildlife Preserve (396 acres), Carl’s Forest (156 acres), Arlandia (28 acres), and other facilitated protection
projects with the Northwest Watershed Institute, contributing to greater habitat corridors for wildlife species.
The mature, mixed species forest and forested wetlands onsite provide habitat for multiple species - wildlife
documented onsite include Black bear and deer, cougar, coyote, raccoon, local woodpecker species and bat
species that move throughout the landscape. Western toads have been sited on the property for multiple
years – they are listed as a State Candidate (WDFW Priority Habitat and Species list) and Federal Species of
Concern.
The Olympic Cougar Project, a connectivity collaborative funded by the international Panthera nonprofit
organization, has documented that within the last several months, Yenewes, a collared female cougar who
now has four kittens, spent one week on the northern Deerfoot Forest parcel. When a cougar who is part of
this study spends a week in one place, they have either killed and are eating, or they are denning. Additionally,
the Olympic Cougar Project has shared data of other collared cats that are also frequenting this area in and
around Deerfoot Forest.
Directly to the south of Deerfoot Forest is Department of Natural Resources property in their Forest Board
category for timber production, but we understand that the presence of marbled murrelets on or near this
property means that DNR may be working to incorporate these properties into their Dabob Bay Natural Area
Preserve (currently located less than .25 miles from Deerfoot Forest). Deerfoot Forest contributes to the
protection of water quality throughout the Dabob Baby and Donovan Creek watersheds by reducing the
number of negative impacts that the streams and bays have to respond to such as sedimentation, erosion,
pollution, and flooding. Furthermore, Dabob Bay is home to surf smelt, Pacific sand lace, Pacific Herring,
Pacific geoduck, hardshell clams, commercial oyster production as well as several WDFW Priority Habitats
(estuarine and marine wetland, freshwater emergent wetland). Quilcene Bay, fed by Donovan Creek has
similar conservation values and species present.
8. To what degree does the project protect habitat for anadromous fish species?
8. Describe to what degree the project protects habitat for anadromous fish species (for example: marine shorelines, stream or 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.
As described in question #7, this property appears to be some of the headwaters of both Donovan Creek and
Tarboo Creek, both of which are anadromous streams for multiple salmonid species, including Hood Canal
summer chum, Puget Sound chinook, coho. The protection of habitats upstream in a watershed provides
benefit to the water quality and conditions of the salmon-bearing streams further down the watershed.
9. To what degree does the project preserve farmland for agricultural use OR preserve forestland for forest management? 9 a. Describe the extent and nature of current and planned agricultural use or forest management activities of the
proposed acquisition, including any anticipated changes to that use once the property, or property right, is acquired with Conservation Futures funds.
The forestland’s primary management goal is not for silvicultural and economic production, but instead for
actively managing the property through enhancing and preserving the ecological diversity and resiliency of
this upland and forested wetland habitat.
9 b. Describe how the acquisition or proposed easement will likely preserve and/or enhance soil, water quality, watershed function and wildlife habitat.
11
2025 CFF Program Application
With the proposed terms of the conservation easement, Deerfoot Forest will be able to be managed in a
similar function as described in 11b, in perpetuity. The easement terms will restrict clear cutting, timber
harvest, and conversion of the forest which will protect the water quality, soil health, watershed function and
wildlife habitat as described throughout this application.
9 c. Does this project preserve a mix of quality farmland and forestland?
Preservation of farmland is not one of the proposed conservation values for this forested property; the
preservation of structurally diverse, second growth forest is the primary goal of this conservation easement.
10. To what degree does this project increase resiliency to and mitigation of climate change, and is
the project’s scale significant in regards to increasing climate resiliency?
10. Describe how this project will increase resiliency to and mitigation of climate change. Is the project’s scale significant in regards to increasing climate resiliency?
Jefferson Land Trust and the North Olympic Land Trust have been involved in a Land Resilience Study of the
North Olympic Peninsula since 2020. This study included working with a professional GIS consultant to utilize
over 90 data sets and draw from 18 public and private sources to develop a set of climate resilience metrics
that are helping to structure conservation initiatives in both partner organizations and shape future
collaboration. The metrics are analyzed through the four pillars of our work including working farmland,
working forestland, habitat and biodiversity, and community opportunity areas.
Through this analysis, portions of Deerfoot Forest are identified as a Terrestrial Biodiversity Conservation
Opportunity Area through this spatial resiliency study. Terrestrial Biodiversity Conservation Opportunity Areas
are defined as the lands on the Olympic Peninsula that are most likely to retain their ecological integrity and
features that support migrating biodiversity both present and predicted, where there are corridors between
these features that will support future migration and are the habitat lands that have high carbon
sequestration values.
The long-term protection of this structurally diverse second-growth forest will enhance its ecological
integrity, contributing to climate change resilience. Achieving climate change resilience in Jefferson County
will require incremental protection efforts, collaborating with landowners of varying property sizes. Most
privately-owned parcels in the county, not held by commercial timber companies, are smaller than 100 acres.
In this context, the 37-acre size of this project is particularly significant, especially due to its proximity to the
Dabob Bay Natural Area Preserve and protection efforts in the lower Donovan Creek watershed.
11. What area does the project serve?
11 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.
Deerfoot Forest is a piece of property that is part of a much broader county area that has been prioritized for
protection by many local and regional land conservation and management partners. Both the Donovan and
Tarboo Creek watersheds have been prioritized for preservation and restoration for over two decades, as
described in #7. Deerfoot Forest is at the top of these watersheds, which benefits all of the downstream work
that has been happening over many years.
11 b. Is the project located in an area that is under-represented by CFF funded Projects? Areas that Conservation
Futures has not been able to support to date include, Toandos Peninsula, Dosewallips Valley, Bolton Peninsula, and the West End.
No.
12
2025 CFF Program Application
12. To what degree is the applicant committing to providing educational opportunities, interpretive opportunities, and/or serve as a general community resource that does not reduce the
conservation value(s) of the project?
12. Describe the educational or interpretive opportunities that the applicant will provide for 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 that will not reduce the conservation value(s) of the
project.2 Provide the time frames when each of the above will be implemented.
While conservation easements cannot require access for the public or interpretive signage, the Hubbards are
very passionate about being able to share educational and visitor opportunities on their property. Their future
goals for the forest stated in their Forest Management Plan include designing additional walking trails and
visitor infrastructure such as benches and gazebo to encourage the opportunity for people to visit an
exemplary native forest and wildlife habitat for future generations.
13. To what degree does the project preserve historic or culturally significant resources3? 13. The proposed acquisition __ includes historic or culturally significant resources4 and
__ is registered with the 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.
X none of the above.
If affirmative in any of the above, please describe below, and cite or provide documentation of the historical cultural resources.
Standalone O & M Projects
14. Applications for standalone Operation and Maintenance funding to be scored on a scale of 1-100 based on information provided. Consider the CFF Manual and the topics below, for example:
14. Please describe in detail, the reason O & M funds are needed, proposed O & M activities, and how they protect resources cited in the original acquisition project. Attach additional information such as up-to-date
stewardship plan, maps, field reports, work plan, budget, timeline, etc., to support the application, if appropriate. O & M projects must address a compelling, immediate need. Specifically include whether the project has an up-to-date stewardship plan. If there is such a plan, is it being implemented and is the proposed O & M work
specifically included in the plan? Also, describe any unforeseen or urgent threats to the resource conservation values of the site and whether the proposed O & M activities will mitigate those threats and/or prevent potential future threats.
Verification
2 The words “education” and “interpretation” are interpreted broadly by the CFF Committee.
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.
Deerfoot Forest
Application Photos
Forested sedge wetland.
Southern parcel facing southwest. Bigleaf maple-dominant forest with mid-size regenerating conifers.
Onsite driveway with Douglas fir and bigleaf maple.
Large maple on site; moss and lichen demonstrate strong moisture presence. Conservation Futures Citizen Advisory
Committee site visit.
Representative conditions of mixed alder, salmonberry, sword fern forest. Northern neighbor boundary line
(commercial forestry) can be seen in background.
One of many Western toads found onsite by the landowners. Western toads are listed as a State Candidate (WDFW
Priority Habitat and Species list) and Federal Species of Concern.
Jefferson Land Trust Board Roster 2025
Jefferson Land Trust
Board of Directors
2025
Jane Guiltinan
Board President
• Dean Emeritus at Bastyr
University
• Naturopathic Physician, retired
Tim Lawson
Vice President
• Founder and Executive Director
of Port Townsend School of
Woodworking, retired
Brian Rogers
Secretary
• Chancellor of University of
Alaska Fairbanks, retired
• State of Alaska Legislator,
retired
Julie Lockhart
Treasurer
• Educator and nonprofit
professional, retired
• Executive Director of
WinterSpring, retired
Sherry Moller
• Plan Manager for Washington
FAIR Pl
Tom Sanford
• Executive Director of North
Olympic Land Trust
Rick York
• California Department of Fish
and Game - Botanist and
Biologist, retired
Barry Mitzman
• Reporter and Peabody Award-
winning Television Producer,
retired
• Seattle University Strategic
Communications Director,
retired
Ed Thompson
• Attorney and land conservation
professional, American
Farmland Trust, retired
Ben Wilson
• Healthcare and Technology,
retired
• Board President of Climate
Action Pathways for Schools
Jefferson Land Trust Board Roster 2025
Jennifer Harrison
• Head of Gaming
Experimentation, Microsoft
• Managing Director of Earth
Economics
JEFFERSON LAND TRUST
➢ BOARD OF DIRECTORS
ORGANIZATIONAL CHART
➢ RICHARD TUCKER - Executive Director
➢ SARAH SPAETH- Director of Conservation and Strategic Partnerships
BLAISE SULLIVAN- Conservation Project Manager
➢ ERIK KINGFISHER- Director of Stewardship & Resilience
CARRIE CLENDANIEL- Preserve Manager
DEVON BUCKHAM – Education Coordinator
GREG SACHS – Preserve Assistant
KELLY STOCKER – Americorps Habitat Enhancement Crew Member
MARLOWE MOSER – Stewardship Coordinator
➢ KATE GODMAN- Director of Philanthropy
SARAH ZABLOCKI-AXLING- Development Manager
SYDNEY LAROSE – Development Assistant
RIC BREWER- Community Relations & Events Manager
➢ STEPAHNIE WEIGAND – Communications Manager
LILLY SCHNEIDER – Communications Coordinator
➢ PAULA McNEES- Finance Manager
➢ CRISTINA VILLALOBOS – Office & Preserve Assistant (Matrixed to Stewardship)
➢ RYEN HELZER – Community Forest Manager
INCOME
Restricted Funds
Federal, State & County Grants 250,795
Foundation Grants 150,000
Donor Restricted -
Investment -
Operations Income
Annual Contributions 545,000
Special Events 66,550
Fee for Service 156,110
Investment Income -
Other/Release from Restriction 809,201
Foundation Grants/Unrestricted 20,000
Total Income 1,997,656
EXPENSE
Direct Program 156,629
Acquisition & Conveyance -
Land/Easement Holding 55,800
Professional Services 179277.00
General & Administrative 1,605,445
Total Expense 1,997,151
Net Income 505
JEFFERSON LAND TRUST AND SUBSIDIARIES
Consolidated Financial Statements
For the Years Ended December 31, 2023 and 2022
TABLE OF CONTENTS
Independent Auditor’s Report .......................................................................................................... 1
Consolidated Financial Statements:
Consolidated Statement of Financial Position ...................................................................... 3
Consolidated Statement of Activities and Changes in Net Assets-2023 .............................. 5
Consolidated Statement of Activities and Changes in Net Assets-2022 .............................. 6
Consolidated Statement of Functional Expenses-2023 ......................................................... 7
Consolidated Statement of Functional Expenses-2022 ......................................................... 8
Consolidated Statement of Cash Flows ................................................................................ 9
Consolidating Statement of Financial Position ..................................................................... 11
Consolidating Statement of Activities and Changes in Net Assets ...................................... 12
Consolidating Statement of Functional Expenses ................................................................. 13
Notes to the Consolidated Financial Statements ................................................................... 14
1
MEMBER AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS AND WASHINGTON SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS
Independent Auditor’s Report
To the Board of Directors
Jefferson Land Trust & Subsidiaries
Port Townsend, WA
Report on the Audit of the Financial Statements
Opinion
We have audited the accompanying consolidated financial statements of Jefferson Land Trust and Subsidiaries
(collectively, JLT, a nonprofit organization), which comprise the consolidated statement of financial position as of
December 31, 2023 and 2022, and the related consolidated statements of activities and changes in net assets, functional
expenses, and cash flows for the years then ended, and the related notes to the consolidated financial statements.
In our opinion, the financial statements referred to above present fairly, in all material respects, the financial position
of JLT, as of December 31, 2023 and 2022, and changes in net assets and its cash flows for the years then ended in
accordance with accounting principles generally accepted in the United States of America.
Basis for Opinion
We conducted our audits in accordance with auditing standards generally accepted in the United States of America
(GAAS). Our responsibilities under those standards are further described in the Auditor’s Responsibilities for the
Audit of the Financial Statements section of our report. We are required to be independent of JLT and to meet our
other ethical responsibilities, in accordance with the relevant ethical requirements relating to our audits. We believe
that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinion.
Responsibilities of Management for the Financial Statements
Management is responsible for the preparation and fair presentation of the financial statements in accordance with
accounting principles generally accepted in the United States of America, and for the design, implementation, and
maintenance of internal control relevant to the preparation and fair presentation of financial statements that are free
from material misstatement, whether due to fraud or error.
In preparing the financial statements, management is required to evaluate whether there are conditions or events,
considered in the aggregate, that raise substantial doubt about JLT’s ability to continue as a going concern for one
year after the date that the financial statements are available to be issued.
Auditor’s Responsibilities for the Audit of the Financial Statements
Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from
material misstatement, whether due to fraud or error, and to issue an auditor’s report that includes our opinion.
Reasonable assurance is a high level of assurance but is not absolute assurance and therefore is not a guarantee that
an audit conducted in accordance with GAAS will always detect a material misstatement when it exists. The risk of
not detecting a material misstatement resulting from fraud is higher than for one resulting from error, as fraud may
involve collusion, forgery, intentional omissions, misrepresentations, or the override of internal control. Misstatements
are considered material if there is a substantial likelihood that, individually or in the aggregate, they would influence
the judgment made by a reasonable user based on the financial statements.
2
In performing an audit in accordance with GAAS, we:
• Exercise professional judgment and maintain professional skepticism throughout the audit.
• Identify and assess the risks of material misstatement of the financial statements, whether due to fraud
or error, and design and perform audit procedures responsive to those risks. Such procedures include
examining, on a test basis, evidence regarding the amounts and disclosures in the financial statements.
• Obtain an understanding of internal control relevant to the audit in order to design audit procedures that
are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness
of JLT’s internal control. Accordingly, no such opinion is expressed.
• Evaluate the appropriateness of accounting policies used and the reasonableness of significant
accounting estimates made by management, as well as evaluate the overall presentation of the financial
statements.
• Conclude whether, in our judgment, there are conditions or events, considered in the aggregate, that raise
substantial doubt about JLT’s ability to continue as a going concern for a reasonable period of time.
We are required to communicate with those charged with governance regarding, among other matters, the planned
scope and timing of the audit, significant audit findings, and certain internal control–related matters that we identified
during the audit.
Other Information
Our audits were conducted for the purpose of forming an opinion on the consolidated financial statements as a whole.
The supplementary information on pages 11-13 is presented for purposes of additional analysis and is not a required
part of the consolidated financial statements. Such information is the responsibility of management and was derived
from and relates directly to the underlying accounting and other records used to prepare the consolidated financial
statements. The information has been subjected to the auditing procedures applied in the audit of the consolidated
financial statements and to certain additional procedures, including comparing and reconciling such information
directly to the underlying accounting and other records used to prepare the consolidated financial statements or to the
financial statements themselves, and other additional procedures in accordance with auditing standards generally
accepted in the United States of America. In our opinion, the information is fairly stated, in all material respects, in
relation to the financial statements as a whole.
Aiken & Sanders, Inc., PS
Certified Public Accountants
& Consultants
July 26, 2024
Montesano, WA
Jefferson Land Trust and Subsidiaries
A Washington Not For Profit Organization
Consolidated Statement of Financial Position
As of December 31, 2023 and December 31, 2022
Assets
2023 2022
Current Assets:
Cash and cash equivalents 2,427,128$ 2,173,070$
Accounts receivable 170,424 37,604
Current pledges receivable 1,139,589 1,063,546
Prepaid expense 15,839 1,361
Total Current Assets 3,752,980 3,275,581
Land and Conservation Easements:
Habitat land 9,231,039 7,534,455
Working land 5,052,673 97,728
Open space land 332,761 332,761
Conservation easements 69 69
Total Land and Conservation Easements 14,616,542 7,965,013
Fixed Assets:
Furniture, equipment, and improvements 97,340 97,340
Less: Accumulated depreciation (66,611) (61,086)
Fixed assets, net 30,729 36,254
Other Assets:
Long term pledges receivable 150,366 471,051
Land hold fee-net - 8,333
Investments 2,276,171 1,463,104
Total Other Assets 2,426,537 1,942,488
Total Assets 20,826,788$ 13,219,336$
The accompanying notes are an integral part of these financial statements
3
Jefferson Land Trust and Subsidiaries
A Washington Not For Profit Organization
Consolidated Statement of Financial Position
As of December 31, 2023 and December 31, 2022
Liabilities & Net Assets
2023 2022
Current Liabilities:
Accounts payable 30,683$ 26,399$
Accrued liabilities and deferred revenue 138,401 112,823
Total Current Liabilities 169,084 139,222
Long-Term Liabilities:
Note payable 550,000 -
Total Liabilities 719,084 139,222
Net Assets:
Without donor restrictions
Undesignated 1,099,368 1,039,705
Board designated 14,520,704 7,833,694
15,620,072 8,873,399
With donor restrictions 4,487,632 4,206,715
Total Net Assets 20,107,704 13,080,114
Total Liabilities & Net Assets 20,826,788$ 13,219,336$
The accompanying notes are an integral part of these financial statements
4
Jefferson Land Trust and Subsidiaries
A Washington Not For Profit Organization
Consolidated Statement of Activities and Changes in Net Assets
For the Year Ended December 31, 2023
Without Donor With Donor Total
Restrictions Restrictions 2023
Support and Revenues:
Gifts and contributions 1,260,518$ 2,601,431$ 3,861,949$
Donated land and easements 184,433 - 184,433
Inkind donations 11,042 - 11,042
Grants and contracts 4,906,931 - 4,906,931
Special events income, net of
expenses of $37,121 16,782 - 16,782
Net investment return 80,034 101,457 181,491
Net assets released from restriction 2,421,971 (2,421,971) -
Total Support and Revenue 8,881,711 280,917 9,162,628
Expenses:
Program services 1,525,548 - 1,525,548
Management and general 302,737 - 302,737
Fundraising 306,753 - 306,753
Total Expenses 2,135,038 - 2,135,038
Change in Net Assets 6,746,673 280,917 7,027,590
Net Assets, Beginning of Year 8,873,399 4,206,715 13,080,114
Net Assets, End of Year 15,620,072$ 4,487,632$ 20,107,704$
The accompanying notes are an integral part of these financial statements
5
Jefferson Land Trust and Subsidiaries
A Washington Not For Profit Organization
Consolidated Statement of Activities and Changes in Net Assets
For the Year Ended December 31, 2022
Without Donor With Donor Total
Restrictions Restrictions 2022
Support and Revenues:
Gifts and contributions 576,404$ 2,522,348$ 3,098,752$
Donated lands and easements 977,256 - 977,256
Inkind donations 2,193 - 2,193
Grants and contracts 805,373 - 805,373
Special events income, net of
expenses of $26,761 23,366 - 23,366
Net investment return (76,265) 1,894 (74,371)
Net assets released from restriction 859,895 (859,895) -
Total Support and Revenue 3,168,222 1,664,347 4,832,569
Expenses:
Program services 1,960,104 - 1,960,104
Management and general 438,537 - 438,537
Fundraising 300,403 - 300,403
Total Expenses 2,699,044 - 2,699,044
Change in Net Assets 469,178 1,664,347 2,133,525
Net Assets, Beginning of Year 8,404,221 2,542,368 10,946,589
Net Assets, End of Year 8,873,399$ 4,206,715$ 13,080,114$
The accompanying notes are an integral part of these financial statements
6
Jefferson Land Trust and Subsidiaries
A Washington Not For Profit Organization
Consolidated Statement of Functional Expenses
For the Year Ended December 31, 2023
Management Fund- Total
Program and General Raising 2023
Salaries 581,490$ 162,041$ 194,180$ 937,711$
Payroll taxes 48,293 13,458 16,127 77,878
Employee benefits 70,153 19,549 23,426 113,128
Professional fees 416,346 46,314 14,000 476,660
Land and stewardship expenses 286,823 - - 286,823
Rent 19,435 5,416 6,490 31,341
Public awareness 8,795 4,291 1,679 14,765
Dues and subscriptions 12,594 11,763 16,090 40,447
Insurance 12,556 8,038 4,193 24,787
Postage and printing 11,324 215 10,034 21,573
Other 5,611 10,138 310 16,059
Travel and seminars 10,580 4,618 1,223 16,421
Office supplies 18,579 3,675 5,344 27,598
Depreciation and amortization 2,460 3,055 - 5,515
Utilities 8,997 2,507 3,004 14,508
Web design and maintenance 8,910 - - 8,910
Bad debts - 6,000 - 6,000
Bank fees 2,602 1,659 10,653 14,914
Total Expenses 1,525,548$ 302,737$ 306,753$ 2,135,038$
The accompanying notes are an integral part of these financial statements
7
Jefferson Land Trust and Subsidiaries
A Washington Not For Profit Organization
Consolidated Statement of Functional Expenses
For the Year Ended December 31, 2022
Management Fund- Total
Program and General Raising 2022
Salaries 451,664$ 237,470$ 191,204$ 880,338$
Payroll taxes 36,334 19,103 15,381 70,818
Employee benefits 55,597 29,231 23,536 108,364
Value of conservation easements written down 890,117 - - 890,117
Professional fees 343,533 46,843 13,141 403,517
Land and stewardship expenses 93,842 - - 93,842
Rent 15,968 8,396 6,760 31,124
Public awareness 11,758 446 3,585 15,789
Dues and subscriptions 7,069 16,347 11,055 34,471
Insurance 9,773 4,831 3,890 18,494
Postage and printing 10,291 1,096 14,802 26,189
Other 4,969 9,118 815 14,902
Interest expense - 3,525 - 3,525
Travel and seminars 8,661 8,703 161 17,525
Office supplies 7,744 20,254 4,145 32,143
Depreciation and amortization 2,924 3,829 - 6,753
Utilities 7,129 3,748 3,018 13,895
Web design and maintenance 1,350 - - 1,350
Bad debts 890 23,918 - 24,808
Bank fees 491 1,679 8,910 11,080
Total Expenses 1,960,104$ 438,537$ 300,403$ 2,699,044$
The accompanying notes are an integral part of these financial statements.
8
2023 2022
Cash flows from operating activities:
Cash received from grantors, donors and customers 8,948,453$ 3,420,969$
Cash paid to suppliers and employees (2,139,733) (1,851,446)
Cash paid for interest - (3,525)
Cash received from interest 44,382 24,405
Net cash provided (used) by operating activities 6,853,102 1,590,403
Cash flows from investing activities:
Cash paid for investments (1,275,403) (518,055)
Cash received from investments 593,455 1,894
Proceeds from notes receivable - 41,577
Cash paid for land (6,467,096) (338,686)
Net cash provided (used) by investing activities (7,149,044) (813,270)
Cash flows from financing activities:
Cash paid on line of credit - (83,537)
Cash received from loan 550,000 -
Net cash provided (used) by financing activities 550,000 (83,537)
Net increase (decrease) in cash & cash equivalents 254,058 693,596
Cash & cash equivalents at beginning of year 2,173,070 1,479,474
Cash & cash equivalents at end of year 2,427,128$ 2,173,070$
The accompanying notes are an integral part of these financial statements
Jefferson Land Trust and Subsidiaries
A Washington Not For Profit Organization
Consolidated Statement of Cash Flows
9
For the Years Ended December 31, 2023 and December 31, 2022
2023 2022
Reconciliation of increase (decrease) in net assets to net cash
provided (used) by operating activities:
Increase (decrease) in net assets: 7,027,590$ 2,133,525$
Adjustments:
Depreciation and amortization 5,515 6,753
Bad debts 6,000 24,808
Land hold fee amortization (adjustment) 8,333 8,333
Realized and unrealized losses (gains) on investments (137,109) 98,776
Donated land (184,433) (207,256)
Changes in assets and liabilities:
(Increase) decrease in accounts receivable (132,820) (32,952)
(Increase) decrease in pledges receivable 244,642 (480,678)
(Increase) decrease in prepaid expense (14,478) (1,361)
Increase (decrease) in accounts payable 4,284 12,172
Increase (decrease) in accrued expenses and deferred revenue 25,578 28,283
Net cash provided (used) by operating activities 6,853,102$ 1,590,403$
The accompanying notes are an integral part of these financial statements
Jefferson Land Trust and Subsidiaries
A Washington Not For Profit Organization
Consolidated Statement of Cash Flows
For the Years Ended December 31, 2023 and December 31, 2022
10
Jefferson
Land Trust
JLT
Resources,
LLC
Chimacum
Ridge CF, LLC Subtotal Eliminations
Consolidated
2023
Assets
Current Assets:
Cash and cash equivalents $ 2,416,391 $ 10,637 $ 100 $ 2,427,128 $ - $ 2,427,128
Accounts receivable 170,424 - - 170,424 - 170,424
Current pledges receivable 1,139,589 - - 1,139,589 - 1,139,589
Prepaid expense 15,839 - - 15,839 - 15,839
Total Current Assets 3,742,243 10,637 100 3,752,980 - 3,752,980
Land and Conservation Easements:
Habitat land 8,409,108 821,931 - 9,231,039 - 9,231,039
Working land 97,728 - 4,954,945 5,052,673 - 5,052,673
Open space land 332,761 - - 332,761 - 332,761
Conservation easements 69 - - 69 - 69
Total Land and Conservation Easement 8,839,666 821,931 4,954,945 14,616,542 - 14,616,542
Fixed Assets:
Furniture, equipment, and improveme 87,203 10,137 - 97,340 - 97,340
Less: Accumulated depreciation (65,080) (1,531) - (66,611) - (66,611)
Total Fixed Assets 22,123 8,606 - 30,729 - 30,729
Other Assets:
Long term pledges receivable 150,366 - - 150,366 - 150,366
Land hold fee-net - - - - - -
Investments 7,571,312 - - 7,571,312 (5,295,141) 2,276,171
Total Other Assets 7,721,678 - - 7,721,678 (5,295,141) 2,426,537
Total Assets 20,325,710$ 841,174$ 4,955,045$ 26,121,929$ (5,295,141)$ 20,826,788$
Liabilities
Current Liabilities
Accounts payable $ 30,683 $ - $ - $ 30,683 $ - $ 30,683
Accrued liabilities and deferred reven 138,401 - - 138,401 - 138,401
Total Current Liabilities 169,084 - - 169,084 - 169,084
Long Term Liabilities
Note payable - 550,000 - 550,000 - 550,000
Total Liabilities 169,084 550,000 - 719,084 - 719,084
Net Assets
With Donor Restrictions 4,487,632 - - 4,487,632 - 4,487,632
Without Donor Restrictions 15,668,994 291,174 4,955,045 20,915,213 (5,295,141) 15,620,072
Total Net Assets 20,156,626 291,174 4,955,045 25,402,845 (5,295,141) 20,107,704
Liabilities & Net Assets 20,325,710$ 841,174$ 4,955,045$ 26,121,929$ (5,295,141)$ 20,826,788$
The accompanying notes are an integral part of these financial statements.
JEFFERSON LAND TRUST AND SUBSIDIARIES
Consolidating Statement of Financial Position
Year Ended December 31, 2023
11
Jefferson Land Trust
JLT Resources,
LLC
Chimacum Ridge
CF, LLC Subtotal
Eliminations
Consolidated
2023
Support and Revenues
Gifts and contributions $ 3,861,949 $ - $ - $ 3,861,949 $ - $ 3,861,949
Donated land and easements 184,433 - - 184,433 - 184,433
Inkind donations 11,042 - - 11,042 - 11,042
Grants and contracts 4,906,931 - - 4,906,931 - 4,906,931
Special events income, net of
expenses of $37,121 16,782 - - 16,782 - 16,782
Net investment return 181,454 37 - 181,491 - 181,491
Net assets released from restriction - - - - - -
Total Support and Revenues 9,162,591 37 - 9,162,591 - 9,162,628
Program Expenses
Jefferson Land Trust 1,513,398 - - 1,513,398 - 1,513,398
JLT Resources, LLC - 12,150 - 12,150 - 12,150
Chimacum Ridge CF, LLC - - - - - -
Total Program Expenses 1,513,398 12,150 - 1,525,548 - 1,525,548
Management and general 302,737 - - 302,737 - 302,737
Fundraising 306,753 - - 306,753 - 306,753
Total Expenses 2,122,888 12,150 - 2,135,038 - 2,135,038
Change in Net Assets 7,039,703 (12,113) - 7,027,553 - 7,027,590
Capital Transfer - 6,551 4,955,045 4,961,596 (4,961,596) -
Net assets - Beginning of Year 13,116,923 296,736 - 13,413,659 (333,545) 13,080,114
Net assets - End of the Year 20,156,626$ 291,174$ 4,955,045$ 25,402,808$ (5,295,141)$ 20,107,704$
The accompanying notes are an integral part of these financial statements.
JEFFERSON LAND TRUST AND SUBSIDIARIES
Consolidating Statement of Activities
Year Ended December 31, 2023
12
Jefferson
Land Trust
JLT Resources,
LLC
Chimacum Ridge
CF, LLC
Total
Program
Services
Management
& General Fundraising Eliminations
Consolidated
2023
Salaries $ 581,490 $ - $ - $ 581,490 $ 162,041 $ 194,180 $ - $ 937,711
Payroll taxes 48,293 - - 48,293 13,458 16,127 - 77,878
Employee benefits 70,153 - - 70,153 19,549 23,426 - 113,128
Professional fees 405,343 11,003 - 416,346 46,314 14,000 - 476,660
Land and stewardship expenses 286,242 581 - 286,823 - - - 286,823
Rent 19,435 - - 19,435 5,416 6,490 - 31,341
Public awareness 8,795 - - 8,795 4,291 1,679 - 14,765
Dues and subscriptions 12,594 - - 12,594 11,763 16,090 - 40,447
Insurance 12,556 - - 12,556 8,038 4,193 - 24,787
Postage and printing 11,324 - - 11,324 215 10,034 - 21,573
Other 5,552 59 - 5,611 10,138 310 - 16,059
Travel and seminars 10,580 - - 10,580 4,618 1,223 - 16,421
Office supplies 18,579 - - 18,579 3,675 5,344 - 27,598
Depreciation and amortization 1,953 507 - 2,460 3,055 - - 5,515
Utilities 8,997 - - 8,997 2,507 3,004 - 14,508
Web design and maintenance 8,910 - - 8,910 - - - 8,910
Bad debts - - - - 6,000 - - 6,000
Bank fees 2,602 - - 2,602 1,659 10,653 - 14,914
Total Expenses $ 1,513,398 $ 12,150 $ - $ 1,525,548 $ 302,737 $ 306,753 $ - $ 2,135,038
The accompanying notes are an integral part of these financial statements.
JEFFERSON LAND TRUST AND SUBSIDIARIES
Consolidating Statement of Functional Expenses
Year Ended December 31, 2023
13
Jefferson Land Trust and Subsidiaries
Notes to Consolidated Financial Statements
December 31, 2023 and 2022
14
A. ORGANIZATION AND SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES:
Organization--
Jefferson Land Trust (The Land Trust) is a Washington not-for-profit corporation formed on April 7, 1989. The
Land Trust’s purpose is to acquire, preserve and manage open space lands and easements for land conservation
purposes benefitting the public. The Land Trust also provides information and materials to the public on land
conservation issues. The Land Trust serves Jefferson County on the Olympic Peninsula in Washington State. The
Land Trust has been accredited by the national Land Trust Alliance since August 5, 2009.
On September 5, 2007, JLT Resources, LLC was formed with the Land Trust as its only member. JLT Resources,
LLC was formed for the purpose of purchasing and holding land for conservation purposes.
On November 13, 2023, Chimacum Ridge Community Forest, LLC was formed with the Land Trust as its only
member. Chimacum Ridge Community Forest, LLC was formed for the purpose of purchasing land and operating
a community forest.
Principles of Consolidation--
These financial statements consolidate the statements of Jefferson Land Trust, JLT Resources, LLC, and
Chimacum Ridge Community Forest, LLC (collectively, “JLT”). Inter-organization balances and transactions
have been eliminated in consolidation.
Basis of accounting--
The consolidated financial statements of JLT have been prepared on the accrual basis of accounting.
Basis of presentation—
JLT follows accounting prescribed by the Financial Accounting Standards Board in its Accounting Standards
Codification (ASC) 958 Not-for Profit Entities. Under ASC 958, JLT is required to report information regarding
its financial position and activities according to two classes of net assets: with donor restrictions, and without
donor restrictions.
With Donor Restrictions: Net assets that result from contributions whose use by JLT is restricted by donor
imposed stipulations that may expire with the passage of time or can be fulfilled or otherwise removed by actions
of JLT.
Without Donor Restrictions: Net assets that are not restricted by donor stipulation.
Gifts of goods and equipment are reported as without donor restrictions unless explicit donor stipulations specify
how the donated assets must be used.
Property and Fixed Assets--
Improvements, furniture and equipment are capitalized at cost if purchased, or, if donated, at the approximate fair
value at the date of donation. When retired or otherwise disposed of, the related carrying value and accumulated
depreciation are removed from the respective accounts and the net difference, less any amount realized from
disposition, is reflected in earnings. Maintenance and repairs are charged to expense as incurred. Costs of
significant improvements are capitalized. JLT provides for depreciation using the straight-line method over the
estimated useful lives of the assets of five to ten years.
Jefferson Land Trust and Subsidiaries
Notes to Consolidated Financial Statements
December 31, 2023 and 2022
15
JLT records acquisitions of land at cost if purchased. Land acquired through donation is recorded at fair value,
with fair values generally based on independent professional appraisals. These assets fall into two primary
categories:
Conservation Lands- Real property with significant ecological value for habitat, open space, or working lands.
Stewardship programs of JLT manage these properties to protect the natural biological diversity of the property.
JLT manages its working timberland as a Forest Stewardship Council-Certified, managed forest.
Conservation Easements- Voluntary legal agreements between a landowner and a land trust or government agency
to permanently protect the identified natural features and conservation 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. Conservation easements owned by JLT protect habitat, open space and
working lands, such as family farms, through its stewardship programs. Easements acquired represent numerous
restrictions over the use and development of land not owned by JLT. Since the benefits of such easements accrue
to the public upon acquisition, the fair market value of easements acquired is shown in the year of acquisition as
an addition to net assets to record the donation of the easement, and unless conveyed to a public agency for
consideration, shown as a reduction in net assets 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 JLT. Easements held by JLT
are carried on the consolidated statement of financial position at $1 each for tracking and accounting purposes. A
total of $69 is recorded in the financial records for the nominal value of easements acquired.
JLT has preserved a total of 4,517 acres of land with 69 current easements. The original acquisition cost of the
easements, expensed when acquired, was in excess of $19,100,000.
Portions of two easements with a value of $770,000 were donated to JLT during 2022. Accordingly, $770,000 of
contribution revenue and $770,000 of related write down expense have been reported on the consolidated
statements of activities for the year ended December 31, 2022.
Estimates--
The preparation of financial statements in conformity with accounting principles generally accepted in the United
States of America (U.S. GAAP) requires management to make estimates and assumptions that affect the reported
amounts of assets and liabilities and disclosure of contingent assets and liabilities at the date of the financial
statements, and the reported amounts of revenues and expenses during the reporting period. Accordingly, actual
results could differ from those estimates.
Expense Allocation--
The costs of providing various programs and other activities have been summarized on a functional basis in the
consolidated statement of functional expense. Program expenses represent expenses incurred to fulfill JLT’s
exempt purposes. Management and general expenses support that exempt purpose while fundraising expenses are
incurred to raise resources to carry out program activities. Expenses are recorded, when appropriate, to the
function receiving direct benefit. When expenses benefit more than one function, an allocation is made based on
relative benefits provided to each function.
Cash and Cash Equivalents--
For reporting purposes, JLT considers all unrestricted highly liquid investments with a purchased maturity of
three months or less to be cash and cash equivalents.
Jefferson Land Trust and Subsidiaries
Notes to Consolidated Financial Statements
December 31, 2023 and 2022
16
Concentrations--
JLT maintains its cash in bank deposit accounts with three financial institutions. JLT’s cash balances may, at
times, exceed federally insured limits.
At December 31, 2023, three donor’s pledges represented approximately 70% of pledges receivable.
At December 31, 2022, four donor’s pledges represented approximately 86% of pledges receivable.
Investments--
Investments in marketable securities with readily determinable fair values are valued at their fair values in the
consolidated statement of financial position. Certificates of deposit are carried at cost plus accrued interest in the
consolidated statement of financial position. Unrealized gains and losses are included in the change in net assts.
Grants and Contracts--
JLT receives grants and contracts from federal, state, and local agencies, as well as from private organizations, to
be used for specific programs or land purchases. The excess of grants receivable over reimbursable expenditures
to-date is recorded as deferred revenue.
Federal Income Taxes--
The Internal Revenue Service has determined Jefferson Land Trust and JLT Resources, LLC (a disregarded
entity) to be exempt from federal income taxes under Internal Revenue Code Section 501(c)(3).Contributions to
JLT are deductible as allowed under IRC Section 170(b)(I)(A)(vi).
During the year ended December 31, 2012, the Land Trust elected the provisions of Section 501(h), relating to
expenditures to influence legislation. That election remains in force unless revoked.
Contributions--
Contributions are recognized when received or when a donor makes an unconditional promise to give to JLT.
Contributions that are restricted by the donor are reported as increases in net assets without donor restrictions if
the restrictions expire in the year in which the contributions are recognized. All other donor restricted
contributions are reported as increases in net assets with donor restrictions. When a restriction expires, net assets
with donor restrictions are reclassified to net assets without donor restrictions.
Unconditional promises to give (pledges receivable) are recognized as revenues in the period the pledge is
received. Long term pledges (collection expected in greater than one year) are discounted to the net present value
of future cash flows. Conditional promises to give are recognized only when the conditions on which they depend
are substantially met and the promise becomes unconditional.
Subsequent Events--
JLT has evaluated subsequent events through July 26, 2024, the date on which the consolidated financial
statements were available to be issued.
Jefferson Land Trust and Subsidiaries
Notes to Consolidated Financial Statements
December 31, 2023 and 2022
17
B. LIQUIDITY AND AVAILABILITY OF FINANCIAL ASSETS:
JLT, although it expects to receive current support to fund operations for 2024 and later years, has $1,062,007 and
$423,001 of financial assets available within one year of the statement of financial position dates on December
31, 2023 and 2022, respectively, to meet cash needs for general operating expenditures. JLT also has $614,039
and $578,659, of board designated assets as of December 31, 2023 and 2022, respectively, that can be reallocated
for general expenditures if needed. Financial assets available within one year consist of the following:
2023 2022
Financial assets at year end $ 6,163,678 $ 5,208,375
Donor restricted to purpose (4,487,632) (4,206,715)
Board designations (614,039) (578,659)
Financial assets available to meet
cash needs within one year $ 1,062,007 $ 423,001
C. NET ASSETS COMPOSITION:
JLT’s net assets with donor restrictions consisted of the following at December 31, 2023 and 2022:
2023 2022
Purpose Restriction:
For stewardship of Bullis Forest Preserve $ 27,483 $ 39,511
Chi-yakh-wh 30,740 35,715
Campaign Readiness Fund/Operations 1,132,364 672,260
Stewardship funding 843,969 836,341
Quimper Wildlife Corridor 264,918 210,353
Other program restrictions 52,111 51,770
2,351,585 1,845,950
Time Restriction:
Outstanding pledges 1,289,955 1,540,797
Permanent Restriction
Endowment Fund 846,092 819,968
Total Net Assets With Donor Restrictions $ 4,487,632 $ 4,206,715
Jefferson Land Trust and Subsidiaries
Notes to Consolidated Financial Statements
December 31, 2023 and 2022
18
Net assets without donor restrictions consisted of the following at December 31, 2023 and 2022:
2023 2022
Designated:
Quimper Wildlife Corridor $ 2,115,834 $ 1,576,803
Chimacum Creek 388,347 388,347
Duckabush Riparian Forest 492,800 492,800
Duckabush Hacheney 90,000 90,000
Donovan Creek 270,000 270,000
Duckabush Wetlands & Oxbow 530,000 530,000
Bulis Forest Preserve 125,240 125,240
Moore 34,155 34,155
Beaver Valley 662,537 105,986
Brinnon-Wright 130,000 130,000
Upper Snow Creek Forest 340,000 340,000
Snow Creek Uncas Preserve 260,000 260,000
Chimacum Commons 90,850 90,850
Snow Creek Estuary 86,000 86,000
Snow Creek-Hopkins 95,000 95,000
Silver Reach 125,000 125,000
Gateway 85,000 85,000
Kilham Corner 81,202 81,202
Fite & Fissler 182,226 182,226
Valley View 1,710,000 1,710,000
Discovery Bay 311,358 311,358
Longmire 145,000 145,000
Ruck 601,000 -
Chimacum Ridge 4,955,046 -
Stewardship Fund 401,432 366,053
CP Operations Reserve 27,476 27,476
Karen Mckee Board Fund 13,328 13,328
Operations Reserve 171,804 171,801
Conservation easements 69 69
Total Designated 14,520,704 7,833,694
Undesignated 1,099,368 1,039,705
Total Net Assets Without Donor Restrictions: $ 15,620,072 $ 8,873,399
Net assets of $2,421,209 and $846,509, respectively, were released from donor restrictions by incurring expenses
satisfying the purpose restriction specified by the donor, and net assets of $762 and $13,386, respectively, were
released due to the expiration of time restrictions for the years ended December 31, 2023 and 2022.
Jefferson Land Trust and Subsidiaries
Notes to Consolidated Financial Statements
December 31, 2023 and 2022
19
D. LINE OF CREDIT:
JLT entered into a line of credit arrangement with 1st Security Bank during 2021. The line requires monthly
payments of interest at 4.25% on outstanding balances. The line of credit principal balance was $0 and $0 at
December 31, 2023 and 2022, respectively.
E. ENDOWMENTS:
The JLT endowment consists of one fund established to support general operations. As required by U.S. GAAP,
net asset associated with endowment funds are classified and reported based on the existence or absence of donor-
imposed restrictions.
Nature of Endowments and Interpretation of Relevant Laws- JLT’s Board of Directors has reviewed the
Washington State Prudent Management of Institutional Funds Act (PMIFA) and, having considered its rights and
obligations thereunder, has determined that it is desirable to preserve, on a long-term basis, the fair value of the
original gift as of the gift date of the donor-restricted endowment funds absent explicit donor stipulations to the
contrary. As a result of this determination, JLT classifies as nets assets with donor restrictions (a) the original
value of gifts donated to the permanent endowment, and (b) the original value of subsequent gifts to the
permanent endowment made in accordance with the direction of the applicable donor gift instrument at the time
the accumulation is added to the fund.
The remaining portion of the donor-restricted endowment fund that is not classified in net assets with permanent
donor restrictions is classified as net assets with donor restrictions until those amounts are appropriated for
expenditure by JLT in a manner consistent with the standard of prudence prescribed by PMIFA. However, JLT
has informed donors of its spending policy which states that no distributions will be made during the first five
years of the fund’s existence or until it reaches a threshold balance of $400,000. Since these milestones have not
yet been reached, JLT adds all amounts earned to the permanently restricted balance.
In accordance with PMIFA, JLT considers the following factors in making a determination to appropriate or
accumulate donor-restricted endowment funds, (1) the duration and preservation of the various funds, (2) the
purposes of the donor-restricted endowment funds, (3) general economic conditions, (4) the possible effect of
inflation and deflation, (5) the expected total return from income and the appreciation of investments, (6) other
resources of JLT, and (7) JLT’s investment policies.
Endowment net assets, all permanently restricted, totaled $846,092 and $819,968, respectively, at December 31,
2023 and 2022.
Jefferson Land Trust and Subsidiaries
Notes to Consolidated Financial Statements
December 31, 2023 and 2022
20
Changes in endowment net assets for the year ended December 31, 2023 are as follows:
Temporary Permanent
Donor Restrictions Donor Restrictions Total
Endowment Net Assets 1/1/2023 $ - $819,968 $ 819,968
Contributions - 5,500 5,500
Investment Income - 11,019 11,019
Net Appreciation (Depreciation) - 9,605 9,605
Endowment Net Assets 12/31/23 $ - $846,092 $ 846,092
Changes in endowment net assets for the year ended December 31, 2022 are as follows:
Temporary Permanent
Donor Restrictions Donor Restrictions Total
Endowment Net Assets 1/1/2022 $ - $ 68,074 $ 68,074
Contributions - 750,000 750,000
Investment Income - 1,894 1,894
Net Appreciation (Depreciation) - - -
Endowment Net Assets 12/31/22 $ - $ 819,968 $ 819,968
Funds with Deficiencies- From time to time, the fair value of assets associated with individual donor-restricted
endowment funds may fall below the level that the donor or PMIFA requires JLT to retain as a fund of perpetual
duration. In accordance with U.S. GAAP, deficiencies of this nature are reported in net assets with donor
restrictions. There were no such deficiencies as of December 31, 2023 or 2022.
Return Objectives and Risk Parameters- JLT has adopted investment and spending policies for endowment
assets that attempt to provide a predictable stream of funding to programs supported by its endowment while
seeking to maintain the purchasing power of the endowment assets. Endowment assets include those assets of
donor-restricted funds that JLT must hold in perpetuity or for donor-specified periods as well as board-designated
funds. Under this policy, as approved by the Board of Directors, the endowment assets are invested in a manner
that is intended to produce results that exceed the price and yield results of a custom Policy Index made up of
various indices. The composition of the custom Policy Index is based upon the strategic asset allocation of the
investment portfolio and assumes a moderate level of investment risk. The investment objectives of the
Operations Endowment Fund include maintenance of principal, timely liquidity, and preservation of purchasing
power over time.
Strategies Employed for Achieving Objectives- To satisfy its long-term rate-of-return objective, JLT notes that
for funds earmarked for capital appreciation, appropriate investments include intermediate term bond
funds/ETF’s, equity mutual funds, equity ETF’s, and unconstrained bond funds.
Jefferson Land Trust and Subsidiaries
Notes to Consolidated Financial Statements
December 31, 2023 and 2022
21
Spending Policy and How the Investment Objectives Relate to the Spending Policy- JLT’s spending policy
intends that no distributions shall be made from the Operations Endowment Fund for the first five years of its
existence or until it reaches a threshold balance of $400,000, whichever shall first occur. After a five-year period
which ended in December of 2014, or after achieving the $400,000 threshold, distributions shall be made on an
annual basis as determined by the Board. Regular disbursements should be limited to a maximum of 5% of the
value of the portfolio at the beginning of each fiscal year, or one-half of the income generated by the fund for the
most recent fiscal year, whichever is less. At no time will the distribution of the spendable amount result in the
invasion of the original amounts donated.
F. ACCOUNTS RECEIVABLE:
Accounts receivable are stated at the amount management expects to collect from outstanding balances.
Management provides for probable uncollectible amounts through a charge to earnings and a credit to a valuation
allowance based on its assessment of the current status of individual accounts. Balances still outstanding after
management has used reasonable collection efforts are written off through a charge to the valuation allowance and
a credit to trade accounts receivable.
Historically, bad debts have been immaterial. During 2023 and 2022, there were bad debts of $6,000 and
$24,808, respectively. As of December 31, 2023, management estimated that all accounts receivable were
collectible.
JLT had no material amounts past due at December 31, 2023.
G. PLEDGES RECEIVABLE:
JLT received promises to give from a number of donors in 2023 and in years prior to 2023. JLT has provided an
allowance for uncollectible amounts based on its assessment of the current status of individual pledges and has
discounted pledges to current value using a rate of .15%. Pledges receivable at December 31, 2023 are to be
received as follows:
Less than one year $ 1,139,589
Two to five years 159,007
Thereafter -
1,298,596
Less discount to present value (2,441)
Less allowance for uncollectible (6,200)
$ 1,289,955
H. NOTE RECEIVABLE:
On February 15, 2008, JLT granted a loan to an individual in relation to one of the pieces of conservation land
owned by JLT. A promissory noted was received in exchange.
Jefferson Land Trust and Subsidiaries
Notes to Consolidated Financial Statements
December 31, 2023 and 2022
22
The promissory note was for the amount of $93,750 and was to be paid in monthly installments of approximately
$600. The note matured on January 15, 2028 with an annual interest rate of 5%.
The note was paid in full during the year ended December 31, 2022.
I. FURNITURE, EQUIPMENT, AND IMPROVEMENTS:
Furniture, Equipment, and Improvements consist of the following at December 31, 2023 and 2022:
2023 2022
Furniture & Equipment, and Software $ 57,351 $ 57,351
Accumulated Depreciation and Amortization -34336 (33,825)
23,015 23,526
Leasehold Improvements 39,989 39,989
Accumulated Depreciation (32,275) (27,261)
7,714 12,728
Fixed Assets-Net $ 30,729 $ 36,254
Accumulated Depreciation and Amortization was $66,611 and $61,086 at December 31, 2023 and 2022,
respectively.
J. ECONOMIC DEPENDENCY:
For 2023 and 2022, grant funding was primarily provided by the State of Washington Recreation and
Conservation Office, State of Washington Department of Commerce, and Jefferson County. A reduction in this
level of support, if it were to occur, could have a significant impact on JLT’s operation
K. RETIREMENT PLAN:
JLT maintains a Simplified Employee Pension – Individual Retirement Accounts Contribution Benefit Plan (“the
Plan”). Eligible employees may join the Plan after one year of service. There were employer contributions of
$36,959 and $20,580, respectively, for 2023 or 2022.
L. LAND AND CONSERVATION EASEMENTS:
Land and conservation easements at December 31 are summarized as follows:
Jefferson Land Trust and Subsidiaries
Notes to Consolidated Financial Statements
December 31, 2023 and 2022
23
2023 2022
Quimper Wildlife Corridor $ 2,250,333 $ 1,711,301
Chimacum Creek 385,348 385,348
Duckabush Riparian Forest 492,800 492,800
Duckabush-Hacheney 90,000 90,000
Donovan Creek 205,000 205,000
Duckabush Wetlands & Oxbow 530,000 530,000
Bulis Forest Preserve-JLTR 125,240 125,240
Beaver Valley-JLTR 662,537 105,985
Moore-JLTR 34,155 34,155
Upper Snow Creek Forest 340,000 340,000
Snow Creek Uncas Preserve 325,000 325,000
Chimacum Commons 90,850 90,850
Snow Creek Estuary 86,000 86,000
Silver Reach 125,000 125,000
Gateway 85,000 85,000
Kilham Corner 38,930 38,930
Valley View 2,002,000 2,002,000
Discovery Bay 418,583 418,583
Fissler 75,000 75,000
Longmire 145,000 145,000
Snow Creek-Hopkins 95,000 95,000
Thorndyke 458,751 458,751
Chimacum Ridge-CRCF 4,954,945 -
Ruck 601,000 -
Conservation easements 69 69
Total Unrestricted Net Assets $ 14,616,542 $ 7,965,013
M. INCOME TAX & UNCERTAIN TAX POSITIONS:
Jefferson Land Trust, JLT Resources, LLC (a disregarded entity), and Chimacum Ridge Community Forest, LLC
(a disregarded entity) are tax exempt non-profit organizations under the Internal Revenue Code Section 501(c)(3)
and are not classified as a private foundation. Accordingly, the financial statements do not include any provision
for income taxes.
JLT files income tax returns in the U.S. federal jurisdiction. The Trust is no longer subject to U.S. federal income
tax examinations by tax authorities for years before 2020. Currently, there is no examination or pending
examination with the Internal Revenue Service (IRS) or any other state or federal taxing authorities.
Jefferson Land Trust and Subsidiaries
Notes to Consolidated Financial Statements
December 31, 2023 and 2022
24
JLT adopted the provisions of FASB ASC 740-10, Accounting for Uncertainty in Income Taxes, on January 1,
2009. As of December 31, 2023, there are no tax positions for which the deductibility is certain but for which
there is uncertainty regarding the timing of such deductibility.
N. INVESTMENTS AND FAIR VALUE MEASUREMENTS:
JLT follows U.S. GAAP which establishes a framework for measuring fair value. That framework provides a fair
value hierarchy that prioritizes the inputs to valuation techniques used to measure fair value. The hierarchy gives
the highest priority to unadjusted quoted prices in active markets for identical assets or liabilities (Level 1
Measurements) and the lowest priority to unobservable inputs (Level 3 Measurements). The three levels of the
fair value hierarchy under ASC 958 are described as follows:
Level 1: Inputs to the valuation methodology are unadjusted quoted prices for identical assets or liabilities in
active markets that the Trust has the ability to access.
Level 2: Inputs to valuation methodology include: Quoted prices for similar assets or liabilities in active markets.
Quoted prices for identical or similar assets or liabilities in inactive markets. Inputs other than quoted prices that
are observable for the asset or liability. Inputs that are principally from or corroborated by observable market data
by correlation or other means.
Level 3: Inputs to the valuation methodology are unobservable and significant to the fair value measurement.
The asset or liability’s fair value measurement level within the fair value hierarchy is based on the lowest level of
any input that is significant to the fair value measurement. Valuation techniques used need to maximize the use of
observable inputs and minimize the use of unobservable inputs.
Following is a description of the valuation methodologies used for assets measured at fair value. There have been
no changes in the methodologies used at December 31, 2023.
Stocks: Valued at quoted market prices in active markets for identical assets.
Mutual Funds: Valued at quoted market prices in active markets, which represent the net asset value (NAV) of
shares held by the JLT at year end.
Community Foundation: Valued at applicable share of pooled market investments at foundation.
Certificates of Deposit: Valued at original investment plus received and accrued interest.
The preceding methods described may produce a fair value calculation that may not be indicative of net realizable
value or reflective of future fair values. Furthermore, although the Trust believes its valuation methods are
appropriate and consistent with other market participants, the use of different methodologies or assumptions to
determine the fair value of certain financial instruments could result in a different fair value measurement at the
reporting date.
Jefferson Land Trust and Subsidiaries
Notes to Consolidated Financial Statements
December 31, 2023 and 2022
25
The following table sets forth by level, within the fair value hierarchy, JLT’s assets at fair value as of December
31, 2023:
Assets at Fair Value as of December 31, 2023
Level 1 Level 2 Level 3 Total
Mutual funds $ 954,554 $ - $ - $ 954,554
Community Foundation - 409,605 - 409,605
Total Assets at Fair Value: $ 954,554 $ 409,605 $ - $ 1,364,159
Certificates of deposit, held
at cost plus accrued interest 912,012
Total Investments $ 2,276,171
The following table sets forth by level, within the fair value hierarchy, JLT’s assets at fair value as of December
31, 2022:
Assets at Fair Value as of December 31, 2022
Level 1 Level 2 Level 3 Total
Mutual funds $ 873,725 $ - $ - $ 873,725
Community Foundation - 200,083 - 200,083
Total Assets at Fair Value: $ 873,725 $ 200,083 $ - $ 1,073,808
Certificates of deposit, held
at cost plus accrued interest 389,296
Total Investments $ 1,463,104
Investment return for the years ended December 31 consisted of the following:
2023 2022
Interest & dividend income $ 44,382 $ 15,371
Realized/unrealized (loss) gain 137,109 (89,742)
Total $ 181,491 $ (74,371)
Jefferson Land Trust and Subsidiaries
Notes to Consolidated Financial Statements
December 31, 2023 and 2022
26
O. LAND PURCHASE AND HOLD FEE:
JLT signed a purchase and sale agreement with a third party during 2015 for the purchase of approximately 850
acres of forest land in Jefferson County. The terms of the agreement, dated March 17, 2015, required JLT to
purchase the property for an amount not to exceed the appraised fair market value of the property.
The terms of the agreement required the payment of a $100,000 non-refundable hold fee to the third party to
allow time for the purchase process to be completed and for JLT to raise the necessary funding to complete the
purchase. The hold fee agreement was to expire on March 17, 2019. During 2016, JLT signed an amended
agreement that resulted in the refund of $25,000 of the $100,000 hold fee and extended the agreement to nine year
from the original five years, now expiring in 2023.
JLT adjusted amortization of the hold fee to the new life of the agreement which resulted in an increase to the
hold fee asset of $8,331 in 2016. Amortization expense of $8,331 was recognized during 2023 and 2022,
completing the hold fee amortization.
JLT completed the land purchase during 2023.
P. NOTE PAYABLE:
JLT Resources, LLC signed a loan agreement and promissory note on January 11, 2023, with the Washington
State Housing Finance Commission, for a total of $550,000. The loan proceeds were used for a property
acquisition. The loan requires annual interest accrual at 1% simple interest, with payments of principal and
interest deferred until maturity. The note matures on the earlier of January 31, 2031, or when a conservation
easement is sold on the underlying property. Jefferson Land Trust plans to purchase and hold the conservation
easement.
Time Agenda Items Action
Requir
ed Who Material
in Packet
4:00 Confirm all Zoom participants can hear and participate in meeting. Action Brian No
4:05 Welcome & Announcements Info Brian No
4:10 Consent Agenda
• Minutes of the 1/16/24 Board Meeting Action Brian Yes
Consent Agenda Approved
4:15
ED Update
• ED Report (see full report for details)
• QWC TLT still awaiting sig nature from the Governor
• 3 properties in QWC to close in March
• Presentation from Olympic Housing Trust next week on plans for
Chimacum Commons
• Capital Campaign total to date 6 million +; presently at 73% of
goal
• Climate resiliency project with NOLT- improving mapping tools
• Audit to occur first part of March
• Conservation Breakfast March 14, Presentation on the Cougar
Project
Info
Richard
Yes
4:45
CPC Projects
• Pedersen property
The CPC recommends that JLT Board approve the purchase of the
Pedersen property
• Priority ranking for CFF of proposed acquisitions of Humbleberry Farm
and Hubbard properties
The CPC recommends that JLT Board approve the following priority for
CFF request - 1. Humbleberry Farm 2. Hubbard
Action Rick & Sarah Yes
The Board approved the purchase of the Pedersen property
The Board approved the CFF priority of !. Humbleberry, 2. Hubbard
Jefferson Land Trust Board Meeting Minutes
Tuesday, February 20, 2024 (4:00 – 6:00 PM) Zoom Only
Zoom : 943 0298 7630 Passcode: 385702
1
2025 CFF Program Application
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 (360) 379-4498 or
tpokorny@co.jefferson.wa.us with questions.
Background and Eligibility Information
1. . Project Title: Toandos Forest Acquisition and Restoration
2. Conservation Futures Acquisition Request: $96,000
Conservation Futures O&M Request: $0
3. Total Conservation Futures Request: $96,000
4. Please indicate the type of interest contemplated in the acquisition process.
X Warranty Deed __ Easement __ Other (Please describe below.)
In whose name will the property title be held after acquisition? Northwest Watershed Institute
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) 821-9566, ext. ____ _____________________________________________ Fax: ____ 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
February 25, 2025
2025 Jefferson County Conservation Futures Fund Program
Property Acquisition Project and/or
Operations and Maintenance Project Application
2
2025 CFF Program Application
7. Project Location
Street Address or Description of Location: 1125 Toandos Road, Quilcene, WA
Driving Directions from Port Townsend: Coyle Road south to Toandos Road. Need gate code to proceed
on Toandos Road to “Leaning Firs” sign on left.
Section: 15 Township: 27 N Range: 1 W
Assessor’s Parcel Number(s): 701-153-003
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. The parcel is to be acquired with CF funds
Please list the assessed values for each property or APN, as applicable.
701-153-003 = $124,257
8. Existing Conditions
New Site: Yes No __________________________ Number of Parcels: 1
Addition to Existing Site: Yes No ______________ Acres to Be Acquired: 6.38
Total Project Acreage (if different):______________ Current Zoning: 1 per 5
Existing Structures/Facilities: Yes
Any current covenants, easements or restrictions on land use: No
Current Use: Residential
Waterfront (name of body of water): Discovery Creek watershed, part of Dabob Bay Watershed
Shoreline (linear feet): NA
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, and why you think preserving
this property is important. Name three top objectives for the property (other than those related to funding). Include
information about the physical characteristics of the site that is proposed for acquisition with Conservation
Futures Fund 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 the proposed use, and
plans for any structures currently on the site. If applicable, describe how the site project relates to a larger
3
2025 CFF Program Application
conservation program (please identify), 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 along Tarboo Creek and within the
state’s Dabob Bay Natural Area. 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 acquire and permanently protect and restore a 6.38 acre parcel
within the boundaries of the Dabob Bay Natural Area. The property adjoins state protected lands on
three sides. The property is mostly forested with a small residence and drains to Discovery Creek. As
match to the grant, NWI is proposing to clean up the property, including removal of the cabin,
trailers, debris, decommission of roads and septic system, and re-vegetation and weed control
where needed. Protection and restoration of the property is an important piece in the larger
landscape scale conservation effort to protect and restore fish, wildlife, water quality and habitat
connectivity of the Dabob Bay ecosystem.
Proposed uses
The Property will be owned and managed by NWI. County deed restrictions will permanently
preserve the Property. Selective timber harvest of the existing tree plantation will be permitted to
restore complex older forest structure and habitat. A walking trail system for supervised public
school and other tours is planned.
Critical dates and urgency
NWI has a signed purchase agreement with the landowner to purchase by June 30, 2025. If funding
cannot be secured by then, an NWI supporter has agreed to purchase the property and hold until
October 2025, then re-sale for the same price to NWI. If NWI cannot purchase, the property will be
sold for residential development.
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 Fund 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: $145,000
Total Estimated Acquisition-related Cost (see Conservation Futures Manual for eligible costs): $17,000
Total Operation and Maintenance Cost: $30,000
Total Project Cost: $192,000
4
2025 CFF Program Application
Budget
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):
Estimate of fair market value is based on a restricted appraisal report by Chad Johnson, SH&H
Appraisal, dated February 26, 2025 (see Supplemental Materials).
Clean-up and restoration costs are based on NWI’s inspection of the site and experience of over 20
years of working with contractors and NWI’s field crew to do this type of work.
Standalone O & M go to question #14:
Scored Questions
1. To what degree does the project leverage contributions for acquisition from groups, agencies or
individuals?
Sponsors or other organizations are required to contribute to acquisition of the proposed site and/or operation and
maintenance activities.
1 a. Please describe below how contributions from groups or agencies will reduce the need to use Conservation
Futures Fund program funds.
Describe
JCCF
Request
Match to
JCCF
Total
Cost Timeline
Acquistion
Hough Property - Fee Simple 80,000 65,000 145,000 Aug-25
Acquisition Related Costs:
Appraisal 4,200 4,200 Feb-25
Closing costs 3,500 3,500
Stewardship and forest mgt plan 2,800 1,000 3,800
O&M Costs - Cleanup and restoration
Demo and remove cabin, trailers, junk 15,000 15,000 Nov-25
Decompact/decommission roads 5,000 5,000 Nov-25
Planting and weed control - 2 years 6,000 6,000 Feb-25
Project management and administration 5,500 4,000 9,500 Feb 25-Feb 27
Total Project Costs 96,000 96,000 192,000
5
2025 CFF Program Application
1 b. Matching Fund Estimate Acquisition O&M %
Conservation Futures Funds Requested $96,000 $0 50%
Matching Funds/Resources* $66,000 $30,000 50%
Total Project Acquisition Cost $162,000 $30,000 100%
* 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 c. Source of matching Amount of Contribution If not, Contribution If not,
funds/resources contribution approved? when? available now? when?
Navy REPI easement $65,000 Yes No 2025 Yes No 2025
NWI Donations $31,000 Yes No 2025 Yes No 2025
NOTE: Fifty-percent (50%) matching funds are required, and a higher rating will be assigned to those projects
that guarantee additional resources for acquisition. Donation of property or a property right can be
considered as a matching resource. Donation of resources for on-going maintenance or stewardship (“in-
kind” contributions) are not eligible as a match.
2. To what degree has the project sponsor identified the long-term stewardship issues for the proposed
project?
2 a. Identify any factors, threats, or stressors that could negatively affect the conservation values and/or
community benefits for which the property would be conserved.
The property needs work to help restore it to natural conditions. The residential site needs to be
removed and the forest, which is mainly Douglas fir plantation and open areas, needs to be
diversified and revegetated.
2 b. Describe the management strategies that the stewardship plan will include to address the identified factors,
threats, or stressors, including any actions planned to make these negative outcomes or impacts less likely.
As match to this grant, NWI is proposing to clean up the property and restore native vegetation
where needed. Restoration includes removal of two trailers, cabin, shed, household debris,
decommission septic system, remove utilities, decommission/decompact roads, and revegetate clear
areas within native trees and shrubs, and control weeds.
As part of the Stewardship Plan, NWI will also prepare a Forest Management Plan for the purpose of
treating the plantation forest to restore diverse older forest species and stand structure.
2 c. Describe any existing water rights, and current uses of water. Identify any conservation values currently being
protected that are dependent on these sources of water.
6
2025 CFF Program Application
The property does not have a well or water rights. The resident currently gets water from roof runoff
and the neighbor’s hose.
3. To what degree has the project sponsor demonstrated effective long-term stewardship of a similar
project?
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 over 20 years. NWI employs
conservation biologists and professional restoration field crew and has extensive experience
stewarding and managing the Tarboo Wildlife Preserve and private and state conservation
properties using professional staff, experienced field crew, contractors, and volunteers. NWI
forestlands are certified by the Forest Stewardship Council and NWI has completed several
successful ecologically-based selective timber harvests in the Tarboo forest to date.
3 b. Has the project sponsor and/or applicant been involved in other projects previously approved for
Conservation Futures Fund funding?
_____No, neither the sponsor nor applicant has been involved in a project previously approved for
Conservation Futures Fund funds.
X Yes, the sponsor and/or applicant for this project has been involved in a project previously approved for
Conservation Futures Fund funds. Please provide details:
Yes. NWI has been involved in eleven previous successful Conservation Futures funded projects in
the Tarboo watershed including nine conservation easement projects proposed jointly by NWI and
JLT and two fee simple projects. NWI is now completing the West Slope Forest, funded in 2024 and
planned for acquisition by June of 2025.
4. To what degree is the project a part of an adopted open space, conservation, or resource
preservation program or plan that was open to public review and comment, or identified in a
community conservation effort that provided opportunities for public input?
The proposed acquisition:
X is specifically identified in an adopted open space, conservation, or resource preservation program or plan, or
community conservation effort, that provided opportunities for public review and comment. Please describe
below, including this project’s importance to the plan. Please also reference the website of the plan if available or
include the plan with this application.
__complements an adopted open space or conservation plan that was open to public review, but is not specifically
identified. Please describe below, and describe how the proposed acquisition is consistent with the plan.
__is a stand-alone project, or part of a project that was not open to public review.
7
2025 CFF Program Application
The Property is within the approved boundaries of Washington State’s Dabob Bay Natural Area.
The boundary was established to identify the area where DNR and partners want to prioritize
acquisition of private lands from willing owners for permanent conservation as part of the Natural
Area.
The Dabob Bay Natural Area boundary has been expanded three times since 2008 after extensive
public hearings, scientific review, and with broad and strong public support. This parcel is included
in the 2009 expansion after scientific assessment by DNR’s Natural Areas biologists, several public
hearings in Jefferson County, review and approval by DNR’s Natural Heritage Advisory Council, and
approval by the State Commissioner of Public Lands.
Jefferson Land Trust’s Jefferson County Conservation Plan (2010), that underwent public
participation and review, generally identifies the Property as within a priority habitat conservation
area. https://www.saveland.org/wp-
content/uploads/2016/06/2010_JLT_ConservationPlan_LoRes.pdf
The Property is more specifically included within the priority Dabob Bay area of the Tarboo
Creek/Dabob Bay Implementation Strategy, a Sub-Plan of JLT’s Jefferson County Conservation Plan
(2010).
The Property is a top priority in Northwest Watershed Institute’s Tarboo Watershed Conservation
Strategy to protect and restore lands within the recently expanded boundaries of the Dabob Bay
Natural Area (Objective 2) and also fits within the Forestland protection objective (objective 3)
http://www.nwwatershed.org/tarboo-watershed-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.
5. To what degree does the project conserve opportunities which are otherwise lost or threatened?
5 a. The proposed acquisition site X does __does not provide a conservation or preservation opportunity which
would otherwise be lost or threatened.
5 b. If applicable, please carefully describe the nature and immediacy of the threat, and any unique qualities about
the site.
The proposed acquisition will provide a significant conservation opportunity that will be otherwise
by lost in the next year. The small property has outsized conservation value as an inholding
surrounded on three sides by state protected land and is important to protect and restore forest and
wildlife connectivity. If Conservation Futures grant funding is not secured, the property will be sold
8
2025 CFF Program Application
for residential development, with impacts not only on the property but on surrounding protected
lands, such as potential dog and cat harassment of wildlife, stormwater impacts to Discovery Creek,
and spread of non-native plants and weeds to surrounding native forests.
The seller is moving this summer and is giving NWI until June 30, 2025 to purchase the property
under a signed purchase agreement (see Supplemental Materials). An NWI supporter has agreed to
serve as an interim buyer to purchase the property (under NWI’s purchase agreement assigned to
them) and hold the property until October 2025 if needed to allow time for grant funding to be
secured to purchase the property.
6. Are the conservation values of the project commensurate with or greater than the amount of CFF
funds requested, and will both the timeframes for meeting project objectives and associated metrics
demonstrate achievement of the conservation objectives?
6 a. Summarize the project’s conservation values and how the CFF funds requested support these values.
The project’s conservation values are extremely high relative to CF funds requested because: 1) the
property is a key inholding surrounded on three sides by protected lands and thus its fate has an
outsized influence on conservation of the larger landscape, 2) match is provided for a portion of the
acquisition costs and all of the cleanup and restoration costs.
Conservation objectives of acquiring the property will be obtained by October of 2025. Cleanup and
restoration will be completed within two years, by February 2027, to allow two planting seasons.
6 b. Summarize how the project’s conservation values are related to the project’s specific objectives.
The project’s conservation values of providing wildlife habitat and connecting corridor to adjoining
protected lands, water quality protection for downstream Discovery Creek, cultural resources for
local Tribes, outdoor education, forest carbon storage, and protecting biodiversity are well served by
the project objectives which are to purchase the property for permanent conservation and
restoration of older forest habitat.
7. To what degree does the project preserve habitat for flora and fauna other than habitat for
anadromous fish species?
7 a. X provides habitat for State of Washington Priority Habitat specific to the project and/or State or Federal
(NOAA and USFWS) Candidate, Endangered, Threatened or Sensitive species (provide list and references).
7 b. X provides habitat for native flora and fauna. Identify the documented habitat(s) and native flora or fauna
species that will be protected by the project.
7 c. X contributes to a wildlife corridor or migration route identified by Washington Connectivity Working Group
or other peer-reviewed source.
.
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2025 CFF Program Application
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 (observed on-site or within 1 mile)
Western toad (near) State Candidate and Federal Species of Concern
Pileated woodpecker (on site) State Candidate
Fisher (near) State Endangered
Documented observations by Peter Bahls and Keith Lazelle, NWI
Listed Species benefited downstream in Discovery Creek (WDFW data):
Puget Sound steelhead State Candidate and Federal Threatened
Hood Canal coho salmon Federal Species of Concern
Documented in WDFW fish distribution mapping and NWI survey data
Listed Species benefited downstream in Tarboo-Dabob Bay
Hood Canal summer chum salmon State Candidate and Federal Threatened
Puget Sound Chinook salmon State Candidate and Federal Threatened
Documented in NWI’s nearshore fish survey report -
http://www.nwwatershed.org/uploads/pdf/tarbooFishSurvey.pdf
Provides habitat for a variety of native flora and fauna
The project is surrounded on three sides by permanently protected state lands, much of which is
older diverse forest habitat. Protection of the parcel will protect help restore connected forest
habitats that support a high diversity of at-risk fish, bird, amphibian, and mammal species that occur
in Pacific Northwest forests, including western toad, amphibians, bats, bear, cougar, blacktail deer,
and neo-tropical migratory birds. The 6-acre parcel is primarily 30-year old plantation forest, but
includes a variety of forest types including alder and some older trees. Ecologically based thinning of
plantation forest is proposed that will promote older forest habitat growth over time for potential
use by at-risk species such as fisher and marbled murrelet.
Wildlife corridor
The property is a critical piece of long-term effort to protect a significant wildlife corridor from the
headwaters of Tarboo Creek downstream and around Dabob Bay. Cougar and bear are
frequently seen on the Toandos Peninsula and a recent camera trap survey study by Point No Point
Treaty Council shows this Toandos area as having a high density of deer and cougar (see maps and
photos). Western toads, seen in the area, seasonally migrate from wetlands to nearby forests. The
proposed project will significantly benefit landscape scale wildlife conservation.
8. To what degree does the project protect habitat for anadromous fish species?
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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2025 CFF Program Application
8. Describe to what degree the project protects habitat for anadromous fish species (for example: marine
shorelines, stream or 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.
The slopes of the Toandos Forest Property drain to a tributary of upper Discovery Creek, which is a
salmon spawning stream and the second largest stream feeding Tarboo-Dabob Bay (see Maps).
Protection and restoration of the property will prevent stormwater runoff, pesticides, septic waste
and other contamination from reaching Discovery Creek or the downstream estuary. Most lands are
now conserved within the watershed of Discovery Creek and the addition of this parcel will help
secure long-term watershed level protection for native coho salmon, coastal cutthroat trout, fall
chum salmon, and steelhead that occur in Discovery Creek.
Anadromous Fish Species benefited in adjacent downstream Discovery Creek:
Puget Sound steelhead State Candidate and Federal Threatened
Hood Canal coho salmon Federal Species of Concern
Fall chum samon
Coastal cutthroat trout
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
9. To what degree does the project preserve farmland for agricultural use OR preserve forestland for
forest management?
9 a. Describe the extent and nature of current and planned agricultural use or forest management activities of the
proposed acquisition, including any anticipated changes to that use once the property, or property right, is
acquired with Conservation Futures funds.
The forest will be managed for ecologically based sustainable forestry and to restore diverse older
forest habitats. NWI will prepare a Forest Management Plan that meets FSC standards and that will
involve thinning the 30-year-old plantation forest as needed to help restore older forest structure,
function and species diversity, and to provide sustainable timber products as feasible.
9 b. Describe how the acquisition or proposed easement will likely preserve and/or enhance soil, water quality,
watershed function and wildlife habitat.
NWI proposes to protect and help fully restore watershed functions, wildlife habitat, and water
quality by:
1) Removal of all residential impacts, including trailers, cabin, unpermitted septic system,
debris, and utilities,
2) De-compacting and decommissioning roads and residential areas as needed to improve
infiltration and soil condition, and
3) Planting native trees and shrubs and controlling weeds as needed to revegetate the site.
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2025 CFF Program Application
4) Conducting low impact selective thinning of the Douglas fir plantation as needed to help
restore species and structural diversity to the forest.
9 c. Does this project preserve a mix of quality farmland and forestland?
This specific project involves forestland and habitat protection and does not include agriculture.
However, if the definition of agriculture is broadened to include native food foraging, the Property
has excellent potential for gathering of black truffles and other edible mushrooms and deer hunting.
In addition, although this property does not include agricultural lands, within the context of the large
conservation effort for the Tarboo-Dabob Bay watershed, NWI, JLT, and partners are preserving a
mix of agricultural lands, forestlands, wetlands, and wildlife habitats.
10. To what degree does this project increase resiliency to and mitigation of climate change, and is
the project’s scale significant in regards to increasing climate resiliency?
10. Describe how this project will increase resiliency to and mitigation of climate change. Is the project’s scale
significant in regards to increasing climate resiliency?
Forests of the Pacific Northwest are among the best in the world for sequestering and storing
carbon. The project proposal to protect and restore forest habitat will store significant amounts of
carbon. Every acre of a 60-year old forest stores roughly the equivalent of 7 years of carbon
emissions by the average American.
In addition, the planned thinning of the plantation forest to help restore diverse older forest in terms
of species and structure and will increase its resilience to forest fires, helping to mitigate climate
change impacts. Finally, the property helps the county’s resilience to the climate crisis by removing a
residential property from the wildland-urban interface where a large fire would be catastrophic for
residential uses.
11. What area does the project serve?
11 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 a conservation project
that extends from the headwaters of Tarboo Creek to the state’s Dabob Bay Natural Area to protect
and restore habitats and wildlife connectivity on a landscape scale. In particular, the project will
protect a critical “gap” in the 11,300 acre Dabob Bay Natural Area that will directly benefit the
wildlife, biodiversity and safeguard water quality in downstream Dabob Bay, which has been
recognized as a state and national priority for conservation due to its diverse estuarine habitats and
valuable shellfish production.
11 b. Is the project located in an area that is under-represented by CFF funded Projects? Areas that Conservation
Futures has not been able to support to date include, Toandos Peninsula, Dosewallips Valley, Bolton Peninsula,
and the West End.
Yes, the project is located on the Toandos Peninsula, an area under-represented by CFF funding.
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2025 CFF Program Application
12. To what degree is the applicant committing to providing educational opportunities, interpretive
opportunities, and/or serve as a general community resource that does not reduce the conservation
value(s) of the project?
12. Describe the educational or interpretive opportunities that the applicant will provide for 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 that will not reduce the conservation value(s) of the
project.2 Provide the time frames when each of the above will be implemented.
The Property will serve as an important site for educating the public on forest protection and
sustainable use. The site is easily accessible as a stop on NWI field tours and NWI plans to develop a
foot trail system to host workshops, tours and other public events to expand understanding and
adoption of forest restoration methods.
As described in the letter from the Port Gamble S’Klallam Tribe, the Property will also serve an
important educational purpose as a place for the Tribes to pass on traditions of sustainable
gathering of forest plants used for cultural purposes and ceremonies.
The Properties is also available for public access by prior permission, including deer hunting, berry
picking, and mushroom picking, three important recreational uses in rural areas
13. To what degree does the project preserve historic or culturally significant resources3?
13. The proposed acquisition
__ includes historic or culturally significant resources4 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.
__ none of the above.
If affirmative in any of the above, please describe below, and cite or provide documentation of the historical
cultural resources.
Please see letter from Laura Price, Cultural Resources Director for the Port Gamble S’Klallam Tribe,
that attests to the importance of this Property for preserving and restoring cultural resources.
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 forests will provide resources for
tribal uses, such as cedar bark for basket weaving. If funded, the project will permanently conserve
the forest while allowing sustainable harvest and gathering to maintain tribal cultural traditions.
2 The words “education” and “interpretation” are interpreted broadly by the CFF Committee.
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.
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2025 CFF Program Application
Standalone O & M Projects
14. Applications for standalone Operation and Maintenance funding to be scored on a scale of 1-
100 based on information provided. Consider the CFF Manual and the topics below, for example:
14. Please describe in detail, the reason O & M funds are needed, proposed O & M activities, and how they
protect resources cited in the original acquisition project. Attach additional information such as up-to-date
stewardship plan, maps, field reports, work plan, budget, timeline, etc., to support the application, if appropriate.
O & M projects must address a compelling, immediate need. Specifically include whether the project has an up-
to-date stewardship plan. If there is such a plan, is it being implemented and is the proposed O & M work
specifically included in the plan? Also, describe any unforeseen or urgent threats to the resource conservation
values of the site and whether the proposed O & M activities will mitigate those threats and/or prevent potential
future threats.
Figure 1. Project location within the Tarboo Creek-Dabob Bay and Hood Canal watersheds.
Proposed
Project
Figure 2. Project location within the -Dabob Bay Natural Area (orange and magenta lines).
PROJECT
Figure 3. The proposed Hough property acquisition is surrounded on three sides by state protected
lands.
Hough
Figure 4. Property includes critical areas (slight unstable slopes) and drains to Discovery Creek.
Figure 5. Tom Hough, property owner, and Peter Bahls, NWI, at entrance to property.
+
–
Address, Owner or PIN
Proposed Project
Discovery Ck
Figure 6. Some older native conifer forest occurs on property.
Figure 7. Property surrounded by state Natural Area protected forests.
Figure 8. Alder forest on property.
Figure 9. Young conifer forest on entrance driveway to property.
Figure 10. Open areas on property proposed for re-vegetation.
Figure 11. Cabin/trailer and cleared areas of the Property proposed for restoration.
Figure 12. Cabin/trailer on property proposed for removal.
Figure 13. Young forest on the property.
Figure 14. Cougar at Fisher bait station less than 1 mile away from property.
Photo by John Jacobson
Figure 15. A fisher, shown here in Olympic National Park, was spotted by Keith Lazelle on Toandos Road
within one mile of the property several years ago.
Figure 16. Cougar density heat map. The
Toandos Peninsula has a high density of
wildlife and is important as wildlife corridor.
From Dylan Bergan, wildlife biologist, Point
No Point Treaty Council.
Figure 17. Fawn density heat map. Another
example of wildlife abundance around
Dabob Bay.
Jefferson 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
RESTRICTED APPRAISAL REPORT
HOUGH PROPERTY
1125 TOANDOS ROADQUILCENE, WASHINGTON 98376
SH&H FILE 16344-25
February 26, 2025
Peter Bahls
Executive Director
Northwest Watershed Institute
3407 Eddy Street
Port Townsend, Washington 98368
Re: Restricted Appraisal Report
Hough Property
1125 Toandos Road
Quilcene, WA 98376
SH&H File 16344-25
Dear Mr. Bahls:
At your request, I am providing you with an appraisal of the above referenced property.
Per our agreement, this report is provided in a Restricted Appraisal Report format. This
appraisal report has been prepared with the intent to conform with the requirements of the
Code of Professional Ethics and Standards of Professional Appraisal Practice of the
Appraisal Institute, which includes the Uniform Standards of Professional Appraisal
Practice (USPAP) as promulgated by The Appraisal Foundation.
In addition, this report is intended to comply with the reporting requirements set forth under
Standards Rule 2-2(b) of the Uniform Standards of Professional Appraisal Practice for a
Restricted Appraisal Report. As such, it presents limited discussions of the data, reasoning,
and analyses that were used in the appraisal process to develop the appraiser’s opinion of
value. Supporting documentation concerning the data, reasoning, and analyses is retained
in the appraiser’s file. The depth of discussion contained in this report is specific to the
needs of the client stated within this report.
In completing this assignment, sufficient background information and supporting facts
have been analyzed to arrive at a value conclusion, with some of this information being
retained in a file memorandum by the appraiser. It is my understanding that this report will
be utilized to assist you in establishing the value attributed to the subject's real property as
of the effective date of value. The property is currently subject to a Purchase and Sale
Agreement with the Northwest Watershed Institute, dated November 2024. The contract
price is identified as the greater of $120,000 or the “Fair Market Value” of the property as
determined by an appraisal.
According to the prospective buyer’s representative, the $120,000 threshold was generally
based on the assessed value of the property. Thus, this appraisal report will be utilized to
determine a final contract price for the property.
The subject of this appraisal is comprised of one Jefferson County Assessor’s parcel with
a total area of 6.38 acres, according to Jefferson County GIS information and a Purchase
and Sale Agreement document provided. The subject site is located along the easterly side
of Toandos Road, westerly of Coyle Road, in the Quilcene - Dabob area of unincorporated
Jefferson County (Quilcene address), Washington. The site is forested and gently sloped
upward in an easterly direction. The site is improved with a cabin/carport structure
containing 168 square feet of enclosed area. Electrical and telephone service are available
to the site; however, the site does not have public water access nor is a well or approved
septic system installed. The site is, however, currently served by an unapproved septic
system, although the legal ability to continue to use this infrastructure is speculative to
assume.
The purpose of this appraisal is to provide an estimate of the market value of the fee simple
interest in the property, as of the date of inspection. The market value of the subject
property, as of the date of inspection, February 20, 2025, is estimated at:
ONE HUNDRED FORTY-FIVE THOUSAND DOLLARS
$145,000
The market value conclusion herein is based on an estimated marketing time of twelve
months or less, based on sales of similar properties in the greater market. This estimate of
marketing time assumes that the property is competently marketed and priced
commensurate with current market parameters.
The appraisal report that follows summarizes the assignment, describes the area and the
subject property, and explains the valuation techniques and reasoning leading to the final
opinion of market value. As in the case of any appraisal, the reader’s attention is directed
to the underlying Assumptions and Limiting Conditions that are included in the
accompanying report.
Respectfully submitted,
______________________________
Chad C. Johnson, MAI
State of Washington Certification 1101662
TABLE OF CONTENTS
Title Page ........................................................................................................................... i
Letter of Transmittal ......................................................................................................... ii
Table of Contents ............................................................................................................. iv
Subject Photographs.......................................................................................................... v
Factual Description
Property Identification ...................................................................................................... 1
Intended Use and User of the Appraisal ........................................................................... 1
Property Rights Appraised ................................................................................................ 2
Legal Description .............................................................................................................. 2
Sales History ..................................................................................................................... 2
Purpose of the Appraisal ................................................................................................... 3
Scope of the Appraisal ...................................................................................................... 4
Location Data .................................................................................................................... 4
Property Description ......................................................................................................... 7
Zoning ............................................................................................................................. 11
Taxes and Assessments ................................................................................................... 12
Improvements Description .............................................................................................. 12
Analysis of Data and Opinions of Appraiser
Highest and Best Use ...................................................................................................... 13
Property Valuation .......................................................................................................... 13
Sales Comparison Approach ........................................................................................... 13
Reconciliation ................................................................................................................. 31
Certification .................................................................................................................... 32
Qualifications .................................................................................................................. 34
Assumptions and Limiting Conditions ........................................................................... 37
Extraordinary Assumptions and/or Hypothetical Conditions ......................................... 42
SUBJECT PHOTOGRAPHS
SOUTHERLY VIEW OF TOANDOS ROAD
DRIVEWAY TO THE SUBJECT PROPERTY
VIEW OF THE SUBJECT PROPERTY SITE
ADDITIONAL VIEW OF THE SUBJECT PROPERTY SITE
VIEW OF CABIN/CARPORT STRUCTURE
INTERIOR OF CABIN
INTERIOR OF SUBJECT SITE
SHED
RESTRICTED APPRAISAL REPORT
HOUGH PROPERTY, 1125 TOANDOS ROAD, QUILCENE, JEFFERSON COUNTY, WA 98376 Page 1
SH&H File 16344-25 Chad C. Johnson, MAI
This Appraisal Report is prepared with the intent to comply with the reporting
requirements set forth under the Uniform Standards of Professional Appraisal Practice
for a Restricted Appraisal Report. The depth of discussion contained in this report is
specific to the needs of the client stated within this report.
Diligent effort has been made to fully comply with USPAP. If authorized users of this
limited scope appraisal find the information provided is in any way inadequate or
insufficient, rather than be misled or confused by this report, they must seek clarification
or additional information from the appraiser.
APPRAISER Chad C. Johnson, MAI
SH&H Valuation and Consulting
3609 Market Place West, Suite 201
University Place, WA 98466
CLIENT Peter Bahls
Executive Director
Northwest Watershed Institute
3407 Eddy Street
Port Townsend, Washington 98368
PROPERTY IDENTIFICATION
Hough Property
1125 Toandos Road
Quilcene, Washington 98376
INTENDED USE AND USER OF THE APPRAISAL
This appraisal is presented in a Restricted Appraisal Report format and is intended to be
used only by the client and intended user, Northwest Watershed Institute. The intended
use of the report is to establish the market value of the property to determine an appropriate
sale price relevant to a pending transaction. Use of this report by others is not intended by
the appraisers or the client.
A Client is defined as: “The party or parties (i.e., individual, group, or entity) who engage
an appraiser by employment or contract in a specific assignment, whether directly or
through an agent.”1
1 Uniform Standards of Professional Appraisal Practice, 2024 Edition, Appraisal Standards Board, The Appraisal Foundation,
Washington D.C.,, p. 4.
RESTRICTED APPRAISAL REPORT
HOUGH PROPERTY, 1125 TOANDOS ROAD, QUILCENE, JEFFERSON COUNTY, WA 98376 Page 2
SH&H File 16344-25 Chad C. Johnson, MAI
PROPERTY RIGHTS APPRAISED
The subject property is appraised as to the fee simple interest.
Fee simple interest is defined as follows: “absolute ownership unencumbered by any
other interest or estate, subject only to the limitations imposed by the governmental powers
of taxation, eminent domain, police power, and escheat.”2
LEGAL DESCRIPTION
A title report, dated September 16, 2024, completed by First American Title Insurance
Company, was provided and contains a full legal description of the subject property. A
copy of this document, inclusive of the legal description, is included in the addenda section
of this report.
SALES HISTORY
According to the title report provided, ownership of the subject property is vested with
Thomas J. Hough, a single man. Mr. Hough purchased the property on July 10, 1991. The
seller was Discovery Investments and the sale was recorded via Statutory Warranty Deed
under Jefferson County Auditor’s file number 341821. I am not aware of any arm’s length
or market-based transfers of ownership during the previous ten years.
The property is currently subject to a Purchase and Sale Agreement between the seller (Mr.
Hough) and the Northwest Watershed Institute (NWI). The contract price is identified as
“the greater sum of ONE HUNDRED AND TWENTY THOUSAND U.S. Dollars
($120,000) or the Fair Market Value of the Property as determined by a qualified appraiser
in an appraisal commissioned and paid for by the buyer.” The Purchase and Sale
Agreement goes on to state that “if the Fair Market Value exceeds $120,000, the Parties
agree to amend this Agreement to make such amount the Purchase Price.” A copy of the
Purchas and Sale Agreement is included in the Addenda of this report.
Thus, it is my understanding that the intended use of this Restricted Appraisal report is to
help establish a final purchase price relevant to the pending transaction.
2 The Dictionary of Real Estate Appraisal, 7th Edition, Appraisal Institute, Chicago, 2022, p. 73
RESTRICTED APPRAISAL REPORT
HOUGH PROPERTY, 1125 TOANDOS ROAD, QUILCENE, JEFFERSON COUNTY, WA 98376 Page 3
SH&H File 16344-25 Chad C. Johnson, MAI
EFFECTIVE VALUATION DATES
Date of Report: February 26, 2025
Date of Inspection/Effective Date of Value: February 20, 2025
MARKETING/EXPOSURE PERIOD
The indicated exposure time (i.e., the length of time the subject property would have been
exposed for sale in the market had it sold at the market value concluded in this analysis as
of the date of this valuation) would have been twelve months or less. The estimated
marketing time (i.e., the amount of time it would probably take to sell the subject property
if exposed in the market beginning on the date of this valuation) is estimated to be twelve
months or less. These conclusions are based on sales of similar type properties in the
market.
PROBABLE BUYER
The most probable buyer of the subject property would likely be an owner user.
PURPOSE OF THE APPRAISAL
The purpose of the appraisal is to estimate the “as is” market value of the property as of
the date of inspection.
DEFINITION OF MARKET VALUE
Market Value is defined as “the most probable price, as of a specified date, in cash, or in
terms equivalent to cash, or in other precisely revealed terms, for which the specified
property rights should sell after reasonable exposure in a competitive market under all
conditions requisite to a fair sale, with the buyer and seller each acting prudently,
knowledgeably, and for self-interest, and assuming that neither is under undue duress.”3
DEFINITION OF “AS IS” MARKET VALUE
“The estimate of the market value of real property in its current physical condition, use,
and zoning as of the appraisal date.”4
3 The Appraisal of Real Estate, 15th Edition, Appraisal Institute, Chicago, 2020, p. 48.
4 The Dictionary of Real Estate Appraisal, 7th Edition, Appraisal Institute, Chicago, 2022, p. 10.
RESTRICTED APPRAISAL REPORT
HOUGH PROPERTY, 1125 TOANDOS ROAD, QUILCENE, JEFFERSON COUNTY, WA 98376 Page 4
SH&H File 16344-25 Chad C. Johnson, MAI
SCOPE OF THE APPRAISAL
The scope of this appraisal encompasses the necessary research and analysis to prepare a
report in accordance with the Code of Professional Ethics and Standards of Professional
Appraisal Practice of the Appraisal Institute and the Uniform Standards of Professional
Appraisal Practice (USPAP) as promulgated by The Appraisal Foundation.
The scope of this restricted assignment relates to the field work, inspection, research, and
analysis conducted for preparation and valuation of the subject property's estimated value
subject to the limitations detailed in this report. This limited scope appraisal assignment
involved an inspection of the subject property on February 20, 2025. Statistical,
descriptive, and demographic data was gathered using various informational systems such
as the Northwest Multiple Listing Service and Jefferson County public records.
In the case of the subject property, given that the property is mostly undeveloped with the
exception of a cabin and some site infrastructure, the most (and only) applicable and
relevant approach to value is the Sales Comparison Approach. In arriving at the value of
the subject property by this approach, sales of similar properties were considered. The
other typical approaches (Income Approach and Cost Approach) are not typically relied
upon in the subject market for these types of properties and are thus not relevant. The
exclusion of the other approaches does not detract from the overall reliability of the value
conclusion reported herein.
UNAVAILABILITY OF INFORMATION
A wetland delineation report, site specific soils study, and environmental report were not
provided during the timeframe of this assignment. Therefore, any information that would
have been provided by these documents is not known or considered.
LOCATION DATA
A map showing the subject property’s location within the Puget Sound metropolitan area
is presented on the following page. A second map showing the subject property’s location
within the immediate neighborhood is presented following the area map. In general, the
subject is located in the Quilcene area of easterly Jefferson County. This area is comprised
of a mixture of forestry/resource properties as well as single family development, primarily
on larger/low-density parcels. Many homesites in the area benefit from marine views of
Hood Canal/associated water bodies and/or the Olympic Mountain Range.
RESTRICTED APPRAISAL REPORT
HOUGH PROPERTY, 1125 TOANDOS ROAD, QUILCENE, JEFFERSON COUNTY, WA 98376 Page 5
SH&H File 16344-25 Chad C. Johnson, MAI
AREA MAP
N
RESTRICTED APPRAISAL REPORT
HOUGH PROPERTY, 1125 TOANDOS ROAD, QUILCENE, JEFFERSON COUNTY, WA 98376 Page 6
SH&H File 16344-25 Chad C. Johnson, MAI
LOCATION MAP
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RESTRICTED APPRAISAL REPORT
HOUGH PROPERTY, 1125 TOANDOS ROAD, QUILCENE, JEFFERSON COUNTY, WA 98376 Page 7
SH&H File 16344-25 Chad C. Johnson, MAI
PROPERTY DESCRIPTION
The site description provided below is derived from observations made during the site
inspection as well as information provided by the client and public records.
Site Description
The subject property consists of one Jefferson County assessor’s parcel (APN 701153003)
containing 6.38 acres, according to Jefferson County GIS information and the Purchase
and Sale Agreement. It is located along the easterly side of Toandos Road, westerly of
Coyle Road, in the Quilcene - Dabob area of unincorporated Jefferson County (Quilcene
address), Washington. The site is forested and gently sloped upward in an easterly
direction. The site is improved with a cabin/carport structure containing 168 square feet
of enclosed area. Electrical and telephone service are available to the site; however, the
site does not have public water access nor is a well or approved septic system installed.
The site is, however, currently served by an unapproved septic system, although the legal
ability to continue to use this utility is speculative to assume. The owner currently utilizes
a rain catchment system for ancillary water purposes and also uses water from an adjacent
property owner (by a hose) under an informal agreement for potable purposes. The
property does not have a permanent/conventional water system.
An aerial view of the subject, with the approximate boundaries of the subject site outlined
in red, is provided on the following page. Further details of the subject site are as follows:
Location: The subject site is located along the easterly side of Toandos
Road, westerly of Coyle Road, in the Quilcene - Dabob area
of unincorporated Jefferson County, Washington.
Municipal Jurisdiction: Jefferson County.
Address: 1125 Toandos Road
Quilcene, Washington 98376
Access: The subject site is accessed by way of a driveway extending
off of Toandos Road, a private, gated road extending
southwesterly off of Coyle Road. The gate is operated by a
keypad system. The road is gravel-surfaced but in good
condition and appears to be adequately maintained.
Site Area: The subject site is comprised of one assessor’s parcel (APN
701153003). According to Jefferson County Assessor’s
records, the site contains an area of 6.38 acres.
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AERIAL VIEW OF SUBJECT SITE
SUBJECT PROPERTY OUTLINED IN RED
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Shape: Generally rectangular/slightly irregular
Utilities: Electrical and telephone service are available to the site.
Well and septic systems would be necessary for
conventional homesite development. While the property has
a septic system adjacent to the cabin, no permits were
obtained when it was installed and the legal ability to
continue to utilize this system is unknown and speculative to
assume.
Topography and
Coverage: The site contains a combination of sloped and level
topography. A topographic map obtained from the Jefferson
County GIS mapping system is presented on the following
page. Coverage consist primarily mixed conifer species,
along with other areas of brush and grasses.
Wetlands: I was not provided with any reports or studies relative to
wetlands delineation for the subject property. Based on the
National Wetlands Inventory map provided by the U.S. Fish
and Wildlife Service and the Jefferson County GIS mapping
system, there do not appear to be any wetlands on the subject
site.
Flood Plain: According to Flood Insurance Rate Map Number
53031C0910C, dated June 7, 2019, the subject property is
located outside of any flood zones.
Soils: Soils reports/studies for the subject site were not available.
Instead, data from the United States Department of
Agriculture (USDA) Natural Resources Conservation
Service mapping system is utilized. The subject property is
primarily composed of Sinclair gravelly sandy loam, 0 to 15
percent slopes (SnC). The Sinclair series consists of
moderately well drained soils that formed in glacial till on
glacial terraces. Vegetation is mainly Douglas fir, western
redcedar, red alder, willow, rhododendron, and salal. Most
of the acreage of this soil is used for the production of trees,
small ranches, and rural homesites.
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TOPOGRAPHY MAP
SUBJECT PROPERTY OUTLINED IN RED
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Environmental Issues: An environmental report was not provided. It is noted that
there are some areas of debris on the subject property,
including an old trailer, vehicle and general debris. I am not
aware of any adverse environmental issues that would
impact the highest and best use of the subject property.
Easements/
Encroachments: A title report relevant to the subject property was provided.
There do not appear to be any easements encumbering the
subject property that would adversely impact the highest and
best use of the site.
Surrounding Uses: Surrounding uses in the vicinity of the subject property
includes residential uses on larger acreage properties and
sites that are managed for the commercial harvest of timber.
Views: The site has territorial views.
ZONING
The subject property consists of one Jefferson County assessor’s parcel (701153003). The
zoning for the subject property is Rural Residential 5 (RR-5), per the Jefferson County
Code. The purpose of this district is to
“Allow for continued residential development in areas of Jefferson County
consisting of relatively high-density pre-existing patterns of development, along
the county’s coastal areas, and within areas within or adjacent to rural centers
and rural crossroads. In addition, this district seeks to support and foster
Jefferson County’s existing rural residential landscape and character by
restricting new land divisions to a base density of one unit per five acres.”
This zoning designation allows for a base density of one dwelling unit per five acres.
Outright permitted uses include, but are not limited to, single-family residences, duplexes,
home businesses, bed and breakfast residences, mineral extraction activities, parks and
playfields, recreational facilities, and aquaculture activities and uses. The subject property
contains a reported area of 6.38 acres. The subject is improved with a small cabin and
carport. While this is a legal use of the subject site, more permanent/conventional
residential development would likely require a well be installed and that the existing septic
either be approved by Jefferson County (the outcome of which would be speculative to
assume) or a new system installed.
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TAXES AND ASSESSMENTS
The subject property is carried on the Jefferson County Tax and Assessment roll under one
assessor’s parcel number. Tax and assessment information for the subject property is
summarized in the chart below.
The 2025 taxes are based on the 2024 assessed values and result in an amount of $1,016.62
as shown in the above chart. Experience has shown that the assessed value of a property
is often an unreliable indicator of market value, despite the assessor’s mandate to assess all
properties at 100% of market value. This appears to be the case with the subject as the
assessed value is lower than the appraised value herein. According to Jefferson County
Assessor records, the taxes for the subject are paid current.
IMPROVEMENTS DESCRIPTION
The subject is improved with a cabin and carport structure. The structure is of wood frame
construction and was built in 1999. The enclosed cabin contains one room and has a total
area of 168 square feet, according to measurements taken during the physical observation.
The interior is sparsely finished and has electrical service; however, the site does not
contain a well nor access to public water, nor is there an approved septic system. The
carport is adjacent to the cabin and contains an area of 126 square feet. The site is further
improved with a rainwater catchment system, as well as a storage shed containing 120
square feet.
The structures are overall in average condition.
Land Improve.Total 2025
Parcel Number Value Value Value Taxes
701153003 $105,644 $18,613 $124,257 $1,016.62
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HIGHEST AND BEST USE
“As Though Vacant”
Considering the limited allowed legal uses according to zoning, as well as the physical
characteristics of the site, the highest and best use of the property “as though vacant” is for
development of the site with one single-family residence.
“As Improved”
The subject is improved with a small cabin and carport structure; however, there is no well
or approved septic system in place. The structure has utilitarian value to the site for
recreational use. Therefore, the highest and best use as improved is for continued use of
the existing recreational improvement in the interim, with the potential for single-family
residential development in the future, as dictated by demand.
PROPERTY VALUATION
The subject site is a rural residential site and is improved with a cabin/carport structure.
Although all three approaches to value were considered, based on the characteristics of the
subject property, the only applicable and relevant approach to value is the Sales
Comparison Approach. The Sales Comparison Approach is considered to provide
sufficient data to arrive at a reasonable and supportable value conclusion for the subject
property.
SALES COMPARISON APPROACH
The Sales Comparison Approach involves the process of comparing improved properties
which have recently sold, with the subject property, noting and adjusting for similarities
and dissimilarities between the property being appraised and the sale comparables. This
approach to value considers a physical unit of comparison, the price per site in this case.
Within this approach, I will evaluate comparable sales data to formulate a value estimate
for the subject property.
The research for comparable sales focused on rural residential properties with similar use
potential as the subject. The search first focused on the sale of rural properties that
contained outbuildings and/or small residential/cabin structures. Two sales were identified
(L-2 and L-4). The search was then expanded to include unimproved properties with
similar development potential as the subject. To that end, two additional closed sales were
identified (L-3 and L-5), as well as one current listing (L-1).
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All of the comparables are located within the subject’s general neighborhood of Quilcene,
and all of the closed sales have occurred within the past six months.
A total of four closed comparable sales and one current listing were selected for the analysis
of the subject property. The exhibit below summarizes the comparables utilized, with a
location map shown on the page after the chart. Following the map, more detailed
information for the comparables is presented, together with a parcel map. In this instance,
the most appropriate unit of comparison is the price per site.
Size
Sale Location Sale Date (Acres)Sales Price
L-1 11573 Coyle Road Listing 4.67 $89,000
Quilcene
L-2 82 Camelot Road Jul-24 7.10 $120,000
Quilcene
L-3 24XX Munn Road Oct-24 5.51 $135,000
Quilcene
L-4 771 Lakenes Road Nov-24 5.05 $150,000
Quilcene
L-5 4 Mt. Walker View Drive Jan-25 4.97 $150,000
Quilcene
SALE COMPARABLES
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COMPARABLE LAND SALES MAP
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Land Listing No. 1
Property Identification
Record ID 15925
Property Type Residential
Address 11573 Coyle Road, Quilcene, Jefferson County, Washington
98376
Location Toandos Peninsula
Assessor’s Parcel Number 601222007
Instrument Statutory Warranty Deed
Sale Data
Grantor Brian L. Spain
Survey Date February 24, 2025
Property Rights Fee Simple
Verification Tim Horvath, listing agent (360) 531-0980
Listing Price $89,000
Land Data
Zoning RR5, Jefferson County
Topography Sloped & forested
Utilities Electric in street; approved septic design
Shape Rectangular
Land Size Information
Gross Land Size 4.670 Acres or 203,425 SF
Indicators
List Price/Site $89,000
Remarks
This is the listing of a rural residential site located along Coyle Road, in the Toandos Peninsula
area outside of Quilcene, in unincorporated Jefferson County. The site contains 4.67 acres, is
sloped and heavily forested and is rectangular in shape. There is electrical service available in the
street. There is an approved 5-bedroom septic permit; however, installation of the septic system,
along with a well, are required for development. A GeoTech study has been completed for the
property and has identified adequate buildable space for a single-family residential development.
The property has been listed for sale multiple times over the past few years. According to the
listing agent, the buildable area of the site is greatly diminished due to significant sloping; however,
a small portion is buildable.
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TOANDOS PENINSULA
11573 COYLE ROAD
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Land Sale No. 2
Property Identification
Record ID 15926
Property Type Residential
Address 82 Camelot Road, Quilcene, Jefferson County, Washington
98376
Location Easterly of SR 101
Assessor’s Parcel Number 702131023
Instrument Statutory Warranty Deed
Sale Data
Grantor Steven & Bernita Moul
Grantee David Metoyer & Anthony Metoyer
Sale Date July 24, 2024
Auditor’s File Number 667019
Property Rights Fee Simple
Financing Cash
Sale History Sold 11/2020 for $75,000
Verification Kalan Hatton, selling agent; 360-531-4419
Sale Price $120,000
Land Data
Zoning RR5, Jefferson County
Topography Sloped & heavily forested
Utilities See remarks
Shape Triangular
Land Size Information
Gross Land Size 7.100 Acres or 309,276 SF
Front Footage 980 ft Center Road
Indicators
Sale Price/Site $120,000
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Land Sale No. 2 (Cont.)
Remarks
This is the July 2024 sale of a rural residential site located in the Quilcene area of unincorporated
Jefferson County. There is access to the site by way of Camelot Road, a gravel access easement
extending northerly off of Center Road, as well as a gated driveway extending off of Center Road.
The triangular site has approximately 980 feet of frontage along Center Road. The site contains
7.1 acres and is sloped and heavily forested. Electrical service is available in Center Road. There
is a low producing well at the top end of the allowable chloride level. Septic is needed for
development.
The site is improved with an enclosed metal shed/garage containing 300 square feet with a gravel
floor and a seven-foot high garage door. There is also an open walled carport. According to the
selling broker, both outbuildings are in average condition.
The site was listed for sale for $135,000 and was on the market for 257 days before selling for
$120,000, or 89% of its list price.
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EASTERLY OF SR 101
82 CAMELOT ROAD
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Land Sale No. 3
Property Identification
Record ID 15927
Property Type Residential
Address 24XX Munn Road, Quilcene, Jefferson County, Washington
98376
Location Lake Leland area
Assessor’s Parcel Number 802261019
Instrument Statutory Warranty Deed
Sale Data
Grantor Sara Brown
Grantee Virginia Navrides
Sale Date October 22, 2024
Auditor’s File Number 668485
Property Rights Fee Simple
Financing Seller financed at typical terms
Verification Sher Kirkpatrick, selling agent; 360-909-8636
Sale Price $135,000
Land Data
Zoning RR 20, Jefferson County
Topography Portions steeply sloped & forested
Utilities Electric in the street
Shape Rectangular
Land Size Information
Gross Land Size 5.510 Acres or 240,016 SF
Indicators
Sale Price/Site $135,000
Remarks
This is the October 2024 sale of a rural residential site located near Lake Leland, in the Quilcene
area of unincorporated Jefferson County. The site contains 5.51 acres. The topography is a
combination of steeply sloped and level site area. It is heavily forested; however, there is reportedly
no merchantable timber. Electrical service is available at the property line and well and septic are
needed for development. There is a clear-cut dirt road extending from Munn Road to a buildable
area.
The property was listed for $135,000 and was on the market for 85 days before selling it for its full
list price. According to the selling agent, there was nothing atypical about the property or
transaction, which was seller financed, which is common in the area.
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LAKE LELAND AREA
24XX MUNN ROAD
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Land Sale No. 4
Property Identification
Record ID 15928
Property Type Residential
Address 771 Lakenes Road, Quilcene, Jefferson County, Washington
98376
Location Lords Lake area
Assessor’s Parcel Number 702121003
Instrument Statutory Warranty Deed
Sale Data
Grantor Peter L. Tennigkeit
Grantee Andrew & Kimberly Luly
Sale Date November 06, 2024
Auditor’s File Number 668694
Property Rights Fee Simple
Verification Jenn Forest, selling agent; 360-316-1147
Sale Price $150,000
Land Data
Zoning RR5, Jefferson County
Topography Sloped upward SW to NE, forested
Utilities See remarks
Shape Rectangular
Land Size Information
Gross Land Size 5.050 Acres or 219,978 SF
Indicators
Sale Price/Site $150,000
Remarks
This is the November 2024 sale of a rural residential site located in the Lords Lake area, off of
Lakenes Road, in the Quilcene area of unincorporated Jefferson County. The site contains 5.05
acres and has a view of the Olympic Mountains. The topography is sloped upward in a
southwesterly to a northeasterly direction, with adequate level site area for development. It is
forested. Electrical service is available a few parcels down Lakenes Road. Septic and well are
needed for development.
The site is improved with an unpermitted tiny home in average/good, newer condition. The tiny
home contains a kitchenette and loft sleeping area. There is a solar power system, a composting
toilet and a rainwater catchment system in place. The site is improved with multiple smaller
outbuildings used for storage and small animal husbandry.
The property was listed for $185,000 and sold for $150,000 after being on the market for 67 days.
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LORDS LAKE AREA
771 LAKENES ROAD
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Land Sale No. 5
Property Identification
Record ID 15931
Property Type Residential
Address Mt Walker View Drive, Quilcene, Jefferson County,
Washington 98376
Location Toandos Peninsula
Assessor’s Parcel Number 601225012
Instrument Statutory Warranty Deed
Sale Data
Grantor Jason & Cheryl Wright
Grantee Keith Mast, Jacob & Emily Moushey
Sale Date January 25, 2025
Auditor’s File Number 669834
Property Rights Fee Simple
Financing Typical
Verification Tim Horvath, listing agent (360) 531-0980
Sale Price $150,000
Land Data
Zoning RR5, Jefferson County
Topography Gently sloped & forested
Utilities Electric in street; well & septic needed
Shape Rectangular
Land Size Information
Gross Land Size 4.970 Acres or 216,493 SF
Indicators
Sale Price/Site $150,000
Remarks
This is the January 2025 sale of a rural residential site located in the Mt Walker View subdivision.
The property is located at the end of Mt. Walker View Drive (Starry Night Place), which is
identified on a plat map as a small, cul-de-sac subdivision. The site is located on the Toandos
Peninsula, outside of the Quilcene area, in unincorporated Jefferson County. The site contains 4.97
acres and is gently sloped and forested. There is a view of Mt. Walker. Electrical service is
available in the street, and septic and well are needed for development.
The property was listed for $159,950 and sold for $150,000 after being on the market for 170 days.
The site has an approved Site Development Review in place.
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TOANDOS PENINSULA
MT WALKER VIEW DRIVE
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Analysis of Land Sales
A basic principle in the valuation of real estate is that no two properties are identical, which
means that adjustments are necessary to reflect the various differences of the properties
being considered. An adjustment process is applied to the comparables, with an adjustment
chart presented following the discussion of the comparables. The adjustment process
allows the appraiser to consider the thought process often followed by buyers and sellers
in comparing different properties. Within the discussion of each sale detailed herein, the
sales’ characteristics are noted and compared to the subject, resulting in conclusions
requiring adjustments to the indicated unit prices of the comparables. Qualitative
adjustments are applied, either positive or negative, to account for physical differences
between the comparables and the subject property. In this instance, the price per site has
been utilized for analysis purposes.
Quantitative Adjustments
The property rights conveyed, financing, conditions of sale, and buyer expenditures/other
do not require any quantitative adjustments for the comparables.
Market Conditions
In analyzing the influence of the market conditions at the time of sale of the comparables
in relation to the market conditions as of the date of appraisal, the key factor is the passage
of time. More specifically, the question to be answered in its simplest form is whether
there is any trend in general prices through time. The date of sale for the comparables
ranges from July 2024 to January 2025, as well as a current listing. All of the closed sales
have occurred within the last six months, with one of the sales occurring a few weeks before
the date of inspection for the subject. The rural residential market in Jefferson County has
historically exhibited gradual signs of growth. Therefore, due to the relatively recent dates
of sale, no market conditions adjustments are applied to the comparables.
After quantitative adjustments, the comparables indicate a range on a price per site basis
from $89,000 to $150,000 per site. The next step is to consider the appropriate qualitative
adjustments to apply to the comparables for the analysis of the subject.
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Qualitative Adjustments
The individual comparable sales are now compared to the subject as it relates to qualitative
adjustments, including Location, Site Size (Acres), Site Utility, Utilities in Place, and
Improvements.
An adjustment grid has been prepared, as shown on the following page, simulating the
thought process a prudent and knowledgeable purchaser might use if involved in
comparing the comparables to the subject property. This chart is presented as an aid in
depicting the positive and negative influences that impact the market value of properties in
this market segment.
Location
The subject is located on the Toandos Peninsula, off of Toandos Road, which is a private,
gated road finished with gravel and dirt. L-1 and L-5 are also located on the Toandos
Peninsula, but are accessed off of Coyle Road, which is a finished and county-maintained
arterial. Additionally, L-5 is located in a subdivision plat. These comparables are therefore
adjusted downward for location. L-2 contains a considerable amount of frontage along a
higher trafficked arterial (Center Road), which is a less desirable attribute for a rural
residential property. Thus, this comparable is adjusted upward for location. The remaining
sales are similar enough when compared to the subject in location that no adjustment is
needed for this factor.
Site Size
The subject contains 6.38 acres. All of the comparables are similar enough in size to forgo
an adjustment.
Site Utility
The subject property has a combination of sloped and level topography. L-1 and L-2 have
more sloped topography and are adjusted upward, with L-1 reported to have a very
confined potential homesite due to topography. Thus, upward adjustments are appropriate
for this factor, with a stronger adjustment applied to L-1. L-5 has less areas of sloping than
the subject and is adjusted downward. The remaining comparables are generally similar
to the subject in site utility and no adjustments are applied.
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Utilities in Place
The subject has electrical service, but a well and septic system are needed for conventional
residential development. Although the subject currently has a septic system in place, it
was not approved at the time of installation and the ability to legally utilize this
infrastructure is speculative. Therefore, the property is essentially viewed as not having a
septic system for analysis purposes. The historical functionality of the existing system,
however, suggests that the site’s soils are capable of supporting such a system. L-1 also
has electrical service and there is an approved septic design in place. This comparable is
adjusted downward for utilities. L-2 has electrical service as well as a drilled well and is
also adjusted downward for this factor. L-4 does not have electrical service and is adjusted
upward. L-3 and L-5 are similar to the subject in this regard and no adjustments are needed.
Comparable Number L-1 L-2 L-3 L-4 L-5
Sale Price n/a $89,000 $120,000 $135,000 $150,000 $150,000
Property Rights Conveyed Fee Simple Fee Simple Fee Simple Fee Simple Fee Simple Fee Simple
Adjustment $0 $0 $0 $0 $0
Adjusted Price $89,000 $120,000 $135,000 $150,000 $150,000
Financing Cash to Seller Cash to Seller Cash to Seller Cash to Seller Cash to Seller Cash to Seller
Adjustment $0 $0 $0 $0 $0
Adjusted Price $89,000 $120,000 $135,000 $150,000 $150,000
Conditions of Sale Arms Length Arms Length Arms Length Arms Length Arms Length Arms Length
Adjustment $0 $0 $0 $0 $0
Adjusted Price $89,000 $120,000 $135,000 $150,000 $150,000
Buyer Expenditures/Other None None None None None
Adjustment $0 $0 $0 $0 $0
Adjusted Price $89,000 $120,000 $135,000 $150,000 $150,000
Date of Sale Feb-25 Listing Jul-24 Oct-24 Nov-24 Jan-25
Months Since Sale 0 6 3 3 0
Adjustment 0.00%0.00%0.00%0.00%0.00%
Adjusted Price $89,000 $120,000 $135,000 $150,000 $150,000
Adjusted Price/Site $89,000 $120,000 $135,000 $150,000 $150,000
Qualitative Adjustments
Location Superior Inferior Similar Similar Superior
Adjustment - + -
Size (Acres)6.38 4.67 7.10 5.51 5.05 4.97
Adjustment
Site Utility Inferior Inferior Similar Similar Superior
Adjustment + + + -
Utilities in Place Superior Superior Similar Inferior Similar
Adjustment - - +
Improvements Inferior Similar Inferior Superior Inferior
Adjustment + + - - +
Total Adjustment Upward Upward Upward Downward Downward
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Improvements
The subject is improved with a small cabin/carport structure, as well as a storage shed. L-
4 has a newer tiny home in average/good condition; thus, a strong downward adjustment
is applied to this comparable. L-2 is improved with some outbuildings; thus, no adjustment
is applied to this comparable. L-1, L-3 and L-5 do not contain improvements or
outbuildings. These comparables are adjusted upward for this factor.
Conclusion
The five comparables indicate a range from $89,000 to $150,000 per site. Predicated upon
the previous discussion and taking into consideration the location and quality of the subject
property, a value higher than L-3 ($135,000/site), but lower than L-4 ($150,000) and L-5
($150,000/site) is reasonable. Based on my analysis and discussion herein, a value estimate
of $145,000, as bracketed and supported by the central tendencies of L-3 and L-4, is
concluded for subject property, resulting in an overall value, as follows:
Predicated upon the previous analysis, the opinion of value for the subject property by the
Sales Comparison Approach is as follows:
Market Value Indication by the Sales Comparison Approach,
as of February 20, 2025: $145,000
Acres Value
6.38 $145,000
VALUE BY THE
SALES COMPARISON APPROACH
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Reconciliation
Only the Sales Comparison Approach is utilized for this appraisal assignment. The Sales
Comparison Approach allows for the comparison of similar type properties to the subject,
noting for similarities and differences between the comparables and the subject property.
This approach contributes a credible value conclusion and is the most (and only) relevant
approach for this type of property.
Based upon the preceding data and discussions, the “as is” market value of the subject
property, as of the date of inspection, February 20, 2025, is estimated at:
ONE HUNDRED FORTY-FIVE THOUSAND DOLLARS
$145,000
CERTIFICATION
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SH&H File 16344-25 Chad C. Johnson, MAI
I certify that, to the best of my knowledge and belief:
1. The statements of fact contained in this report are true and correct.
2. The reported analyses, opinions and conclusions are limited only by the reported
assumptions and limiting conditions, and represent my personal, impartial and
unbiased professional analyses, opinions, and conclusions.
3. I have no present or prospective interest in the property that is the subject of this
report and have no personal interest with respect to the parties involved.
4. I have no bias with respect to the property that is the subject of this report or to the
parties involved with this assignment.
5. My engagement in this assignment was not contingent upon developing or
reporting predetermined results.
6. My compensation for completing this assignment is not contingent upon the
reporting of a predetermined value or direction in value that favors the cause of the
client, the amount of the value opinion, the attainment of a stipulated result, or the
occurrence of a subsequent event directly related to the intended use of this
appraisal.
7. I have made personal inspections of the property that is the subject of this report.
8 Katherine E. Tiffany, License Number 1002112, provided significant real property
appraisal assistance to the person signing this report relevant to the subject research,
market research, comparable confirmation, analysis and/or report preparation.
9. The reported analyses, opinions, and conclusions were developed, and this report
has been prepared, in conformity with the requirements of the Code of Professional
Ethics and the Standards of Professional Appraisal Practice of the Appraisal
Institute, which include the Uniform Standards of Professional Appraisal Practice.
10. The use of this report is subject to the requirements of the Appraisal Institute
relating to review by its duly authorized representatives.
11. This appraisal assignment was not based on a requested minimum valuation, a
specific valuation, or an approval of a loan.
CERTIFICATION
HOUGH PROPERTY, 1125 TOANDOS ROAD, QUILCENE, JEFFERSON COUNTY, WA 98376 Page 33
SH&H File 16344-25 Chad C. Johnson, MAI
12. I am competent and qualified to perform the appraisal assignment.
13. I have performed no services, as an appraiser or in any other capacity, regarding
the property that is the subject of this report within the three-year period
immediately preceding acceptance of this assignment.
14. As of the date of this report, I have completed the continuing education program
for Designated Members of the Appraisal Institute.
_____________________________
Chad C. Johnson, MAI
State of Washington Certification 1101662
QUALIFICATIONS
HOUGH PROPERTY, 1125 TOANDOS ROAD, QUILCENE, JEFFERSON COUNTY, WA 98376 Page 34
SH&H File 16344-25 Chad C. Johnson, MAI
CHAD C. JOHNSON, MAI
GENERAL EDUCATION
BA, Business Administration, Option in Real Estate, Washington State University
Relevant Coursework
Real Estate Principles
Real Estate Finance
Real Estate Valuation
Real Estate Investment
Real Estate Law
CERTIFICATIONS
Washington State Certified General Real Estate Appraiser
Certification 1101662
Issue Date: March 31, 2005
PROFESSIONAL DESIGNATION
MAI, Appraisal Institute
PROFESSIONAL EXPERIENCE
Real Estate Appraiser and Consultant
SH&H Valuation and Consulting (formerly Strickland, Heischman & Hoss, Inc.)
June 2001 to Present
SELECTED APPRAISAL INSTITUTE COURSES
Course 310, Basic Income Capitalization (February 2002)
Course 320, General Applications (December 2004)
Course 410, Standards of Professional Practice, Part A (September 2001)
Course 420, Standards of Professional Practice, Part B (September 2001)
Course 510, Advanced Income Capitalization (December 2002)
Course 520, Highest & Best Use and Market Analysis (September 2006)
Course 530, Advanced Sales Comparison and Cost Approaches (September 2008)
Course 540, Report Writing and Valuation Analysis (August 2003)
Course 550, Advanced Applications (January 2009)
Uniform Appraisal Standards for Federal Land Acquisitions – Practical Applications (May 2017)
Eminent Domain and Condemnation (August 2018)
Fundamentals of the Uniform Appraisal Standards for Federal Land Acquisitions (October 2020)
Various Continuing Education Courses and Seminars
QUALIFICATIONS
HOUGH PROPERTY, 1125 TOANDOS ROAD, QUILCENE, JEFFERSON COUNTY, WA 98376 Page 35
SH&H File 16344-25 Chad C. Johnson, MAI
PARTIAL LIST OF PROPERTY TYPES APPRAISED
Apartments Industrial Subdivisions
Agricultural Properties Institutional Properties
Aquaculture Properties Leasehold Interests
Automobile Dealerships Medical Offices
Automobile Repair Facilities Mineral Extraction Operations
Banks Mixed-Use Properties
Bowling Alleys Natatoriums
Business Parks Nurseries
Cardlock Fueling Facilities Private Schools
Carwashes Professional Offices
Churches Recreational Properties
Commercial Land Religious Retreats
Commercial Subdivisions Residential Land
Condominium Developments Residential Subdivisions
Conservation Easements Resource and Forest Land Properties
Daycare Centers Restaurants
Food Processing Plants Retail Properties
Gas Station/Convenience Stores Right-of-Way Acquisitions
Golf Courses Self-Storage Facilities
Health Clubs Shellfish Processing Plants
Hotels/Motels Single-Family Residences
Industrial Properties Waterfront Properties
APPRAISAL EXPERIENCE IN THE FOLLOWING WASHINGTON COUNTIES
Benton County Lewis County
Clallam County Mason County
Clark County Okanogan County
Cowlitz County Pacific County
Franklin County Pierce County
Grant County San Juan County
Grays Harbor County Skagit County
Island County Snohomish County
Jefferson County Spokane County
King County Thurston County
Kitsap County Whatcom County
Kittitas County Yakima County
QUALIFICATIONS
HOUGH PROPERTY, 1125 TOANDOS ROAD, QUILCENE, JEFFERSON COUNTY, WA 98376 Page 36
SH&H File 16344-25 Chad C. Johnson, MAI
PARTIAL LIST OF CLIENTS FOR WHICH I HAVE COMPLETED APPRAISALS
1st Security Bank (formerly Anchor Bank) Northwest Watershed Institute
Alaska USA Federal Credit Union O Bee Credit Union
Bank of America Olympia Federal
Bank of the Pacific Pierce County
Bank of the West Peoples Bank
Bank of Washington Port of Silverdale
BECU Portage Bank
Capitol Land Trust PUD No. 1 of Clallam County
Center for Natural Lands Management Puyallup School District
Central Kitsap School District Quinault Nation Enterprise Board
City of Enumclaw Security State Bank
City of Kent Snohomish County
City of Tacoma South Whidbey Parks & Recreation District
City of University Place Sportsmen’s National Land Trust
City of Yakima Sunwest Bank
Columbia Bank TAPCO Credit Union
Commencement Bank Thurston County
Community National Bank & Trust Thurston First Bank
CUSG/CU Services Group Timberland Bank
First Federal Trust for Public Lands
Forterra Tukwila School District
Grays Harbor County Umpqua Bank
Great Peninsula Conservancy UniBank
Harborstone Credit Union US Bank
Heritage Bank US Department of Agriculture – Forest Service
HomeStreet Bank US Department of the Interior (DOI-AVSO)
Hood Canal Salmon Enhancement Group Washington Department of Fish and Wildlife
Jefferson County Washington Department of Natural Resources
Jefferson Land Trust Washington Farm Service Agency
Key Bank Washington Parks & Recreation Commission
Kitsap Bank Washington Business Bank
Kitsap Credit Union Washington Trust Bank
Mountain Pacific Bank WCLA Credit Union
Native American Bank, NA WSECU
Nature Conservancy of Washington Wells Fargo Bank
Nisqually Land Trust Wells Fargo Wealth Management
North Kitsap School District Whidbey Camano Land Trust
North Olympic Land Trust Yakima County Public Services
Northwest Christian Credit Union Zions First National Bank
Northwest Farm Credit Services Various Attorneys, Accountants & Individuals
ASSUMPTIONS AND LIMITING CONDITIONS
HOUGH PROPERTY, 1125 TOANDOS ROAD, QUILCENE, JEFFERSON COUNTY, WA 98376 Page 37
SH&H File 16344-25 Chad C. Johnson, MAI
Unless noted otherwise in the body of the report, this appraisal is subject to the following
assumptions and limiting conditions.
1. No responsibility is assumed for legal or title considerations. Title to the subject property
is marketable and free and clear of all liens, encumbrances, encroachments, easements and
restrictions. The property is assumed to be under responsible ownership and
competent management and is assumed available for its highest and best use.
2. There are no existing judgments or pending or threatened litigation that impact the value
of the property.
3. There are no hidden or undisclosed conditions of the land or of the improvements that
impact the value of the property.
4. Information, public and private, relevant to sale price indications is assumed to be
correct.
5. The property is in compliance with all applicable building, environmental, zoning, and
other federal, state and local laws, regulations and codes.
6. Information, estimates and opinions contained in the report, obtained from others,
including third-party sources, are assumed to be reliable and have not been independently
verified and no warranty is given for accuracy.
7. An appraisal is inherently subjective and represents my opinion as to the value of the
property appraised.
8. The conclusions stated in my appraisal apply only as of the effective date of the
appraisal, and no representation is made as to the effect of subsequent events.
9. No changes in any federal, state or local laws, regulations or codes (including,
without limitation, the Internal Revenue Code) are anticipated.
10. When environmental impact studies are not provided in conjunction with the appraisal,
I reserve the right to revise or rescind any of the value opinions based upon any
subsequent environmental impact studies. If any environmental impact statement is
required by law, the appraisal assumes that such statement will be favorable and will be
approved by the appropriate regulatory bodies.
ASSUMPTIONS AND LIMITING CONDITIONS
HOUGH PROPERTY, 1125 TOANDOS ROAD, QUILCENE, JEFFERSON COUNTY, WA 98376 Page 38
SH&H File 16344-25 Chad C. Johnson, MAI
11. Unless otherwise agreed to in writing, I am not required to give testimony, respond to
any subpoena or attend any court, governmental or other hearing with reference to the
property without compensation relative to such additional employment.
12. I have made no survey of the property and assume no responsibility in connection with
such matters. Any sketch or survey of the property included in this report is for illustrative
purposes only and should not be considered to be scaled accurately for size. The
appraisal covers the property as described in this report, and the areas and dimensions set
forth are assumed to be correct.
13. No opinion is expressed as to the value of subsurface oil, gas or mineral rights, if any, and
I have assumed that the property is not subject to surface entry for the exploration
or removal of such materials, unless otherwise noted in my appraisal.
14. I accept no responsibility for considerations requiring expertise in other fields. Such
considerations include, but are not limited to, legal descriptions and other legal matters
such as legal title, geologic considerations such as soils and seismic stability, and civil,
mechanical, electrical, structural and other engineering and environmental matters.
15. The distribution of the total valuation in the report between land and improvements
applies only under the reported highest and best use of the property. The allocations of
value for land and improvements must not be used in conjunction with any other appraisal
and are invalid if so used. The appraisal report shall be considered only in its entirety.
No part of the appraisal report shall be utilized separately or out of context.
16. Neither all nor any part of the contents of this report (especially any conclusions as to value,
the identity of the appraisers, or any reference to the Appraisal Institute) shall be
disseminated through advertising media, public relations media, news media or any
other means of communication (including without limitation prospectuses, private
offering memoranda and other offering material provided to prospective investors)
without the prior written consent of the person signing the report.
17. Any income and expense estimates contained in the appraisal report are used only for the
purpose of estimating value and do not constitute predictions of future operating results.
ASSUMPTIONS AND LIMITING CONDITIONS
HOUGH PROPERTY, 1125 TOANDOS ROAD, QUILCENE, JEFFERSON COUNTY, WA 98376 Page 39
SH&H File 16344-25 Chad C. Johnson, MAI
18. If the property is subject to one or more leases, any estimate of residual value contained
in the appraisal may be particularly affected by significant changes in the condition of the
economy, of the real estate industry, or of the appraised property at the time these leases
expire or otherwise terminate.
19. No consideration has been given to personal property located on the premises or to the
cost of moving or relocating such personal property; only the real property has been
considered.
20. The current purchasing power of the dollar is the basis for the value stated herein. I have
assumed that no extreme fluctuations in economic cycles will occur.
21. The analyses contained in the report necessarily incorporate numerous estimates and
assumptions regarding property performance, general and local business and economic
conditions, the absence of material changes in the competitive environment and other
matters. Some estimates or assumptions, however, inevitably will not materialize, and
unanticipated events and circumstances may occur; therefore, actual results achieved
during the period covered by my analysis will vary from my estimates, and the
variations may be material. The Americans with Disabilities Act (ADA) became effective
in the 1990s. I have not made a specific survey or analysis of the property to determine
whether the physical aspects of the improvements meet the ADA accessibility
guidelines. I claim no expertise in ADA issues, and render no opinion regarding compliance
of the subject with ADA regulations. Inasmuch as compliance matches each owner's
financial ability with the cost to cure the non-conforming physical characteristics of a
property, a specific study of both the owner's financial ability and the cost to cure any
deficiencies would be needed for the Department of Justice to determine compliance.
22. No studies have been provided to me indicating the presence or absence of hazardous
materials on the subject property or in the improvements, and my valuation is
predicated upon the assumption that the subject property is free and clear of any
environmental hazards including, without limitation, hazardous wastes, toxic
substances and mold. No representations or warranties are made regarding the
environmental condition of the subject property and the person signing the report shall
not be responsible for any such environmental conditions that do exist or for any engineering
or testing that might be required to discover whether such conditions exist. Because I
am not experts in the field of environmental conditions, the appraisal report cannot be
considered as an environmental assessment of the subject property.
ASSUMPTIONS AND LIMITING CONDITIONS
HOUGH PROPERTY, 1125 TOANDOS ROAD, QUILCENE, JEFFERSON COUNTY, WA 98376 Page 40
SH&H File 16344-25 Chad C. Johnson, MAI
23. The person signing the report may have reviewed available flood maps and may have noted
in the appraisal report whether the subject property is located in an identified Special
Flood Hazard Area. I am not qualified to detect such areas and therefore do not guarantee
such determinations. The presence of flood plain areas and/or wetlands may affect the
value of the property, and the value conclusion is predicated on the assumption that
wetlands are non-existent or minimal.
24. The appraisal report and the value conclusion within the appraisal is predicated upon the
assumption that the satisfactory completion of construction, repairs or alterations will be
performed in a workmanlike manner.
25. It is expressly acknowledged that in any action which may be brought against SH&H
Valuation and Consulting, or their respective officers, owners, managers, directors, agents,
subcontractors or employees (the "SH&H Valuation and Consulting Parties"), arising out
of, relating to, or in any way pertaining to this engagement, the appraisal reports, or any
estimates or information contained therein, the “SH&H Valuation and Consulting Parties”
shall not be responsible or liable for an incidental or consequential damages or losses,
unless the appraisal was fraudulent or prepared with gross negligence. It is further
acknowledged that the collective liability of the “SH&H Valuation and Consulting Parties”
in any such action shall not exceed the fees paid for the preparation of the appraisal report
unless the appraisal was fraudulent or prepared with gross negligence. Finally, it is
acknowledged that the fees charged herein are in reliance upon the foregoing limitations
of liability.
26. SH&H Valuation and Consulting, an independently owned and operated company, has
prepared the appraisal for the specific purpose stated elsewhere in the report. The intended
use of the appraisal is stated in the report. The use of the appraisal report by anyone other
than the Client is prohibited except as otherwise provided. Accordingly, the appraisal
report is addressed to and shall be solely for the Client's use and benefit unless I provide
my prior written consent. I expressly reserve the unrestricted right to withhold my consent
to your disclosure of the appraisal report (or any part thereof including, without limitation,
conclusions of value and our identity), to any third parties. Stated again for clarification,
unless my prior written consent is obtained, no third party may rely on the appraisal report
(even if their reliance was foreseeable).
ASSUMPTIONS AND LIMITING CONDITIONS
HOUGH PROPERTY, 1125 TOANDOS ROAD, QUILCENE, JEFFERSON COUNTY, WA 98376 Page 41
SH&H File 16344-25 Chad C. Johnson, MAI
27. The conclusions contained in this report are estimates based on known current trends and
reasonably foreseeable future occurrences. These estimates are based partly on property
information, data obtained in public records, interviews, existing trends, buyer-seller
decision criteria in the current market, and research conducted by third parties, and such
data are not always completely reliable. SH&H Valuation and Consulting and the
undersigned are not responsible for these and other future occurrences that could not have
reasonably been foreseen on the effective date of this assignment. Furthermore, it is
inevitable that some assumptions will not materialize and that unanticipated events may
occur that will likely affect actual performance. While I am of the opinion that my
findings are reasonable based on current market conditions, I do not represent that these
estimates will actually be achieved, as they are subject to considerable risk and
uncertainty. Moreover, I assume competent and effective management and marketing
for the duration of the projected holding period of this property.
28. Any prospective value estimates presented in this report are estimates and forecasts
which are prospective in nature and are subject to considerable risk and uncertainty. In
addition to the contingencies noted in the preceding paragraph, several events may occur
that could substantially alter the outcome of my estimates such as, but not limited to
changes in the economy, interest rates, and capitalization rates, behavior of consumers,
investors and lenders, fire and other physical destruction, changes in title or conveyances
of easements and deed restrictions, etc. It is assumed that conditions reasonably
foreseeable at the present time are consistent or similar with the future.
29. The value estimate herein is subject to these and to any other assumptions or conditions
set forth in the body of this report, but which may have been omitted from this list of
Assumptions and Limiting Conditions.
EXTRAORDINARY ASSUMPTIONS AND/OR
HYPOTHETICAL CONDITIONS
HOUGH PROPERTY, 1125 TOANDOS ROAD, QUILCENE, JEFFERSON COUNTY, WA 98376 Page 42
SH&H File 16344-25 Chad C. Johnson, MAI
1. Extraordinary Assumption: “an assignment-specific assumption as of the
effective date regarding uncertain information used in an analysis which, if found
to be false, could alter the appraiser’s opinions or conclusions.”5 Extraordinary
assumptions assume as fact otherwise uncertain information about physical, legal,
or economic characteristics of the subject property; or about conditions external to
the property, such as market conditions or trends; or about the integrity of data used
in analysis.
There are no extraordinary assumptions relevant to this appraisal.
2. Hypothetical Conditions: “a condition, directly related to a specific assignment,
which is contrary to what is known by the appraiser to exist on the effective date of
the assignment results, but is used for the purpose of analysis.”6 A hypothetical
condition assumes conditions contrary to known facts about physical, legal, or
economic characteristics of the subject property; or about conditions external to the
property, such as market conditions or trends; or about the integrity of data used in
analysis.
There are no hypothetical conditions relevant to this appraisal.
5 Uniform Standards of Professional Appraisal Practice, 2024 Edition, Appraisal Standards Board, The Appraisal Foundation,
Washington D.C., p. 4.
6 Ibid, p. 4.
ADDENDA
American Land Title Association Commitment for Title Insurance
2021 v. 01.00 (07-01-2021)
This page is only a part of a 2021 ALTA Commitment for Title Insurance issued by First American Title Insurance Company. This Commitment is not valid without the
Notice; the Commitment to Issue Policy; the Commitment Conditions; Schedule A; Schedule B, Part I – Requirements; and Schedule B, Part II – Exceptions; and a
counter-signature by the Company or its issuing agent that may be in electronic form.
Copyright 2021 American Land Title Association. All rights reserved.
The use of this Form (or any derivative thereof) is restricted to ALTA licensees and
ALTA members in good standing as of the date of use. All other uses are prohibited.
Reprinted under license from the American Land Title Association.
Page 1 of 9
ALTA COMMITMENT FOR TITLE INSURANCE
issued by
FIRST AMERICAN TITLE INSURANCE COMPANY
NOTICE
IMPORTANT – READ CAREFULLY: THIS COMMITMENT IS AN OFFER TO ISSUE ONE OR MORE TITLE INSURANCE
POLICIES. ALL CLAIMS OR REMEDIES SOUGHT AGAINST THE COMPANY INVOLVING THE CONTENT OF THIS
COMMITMENT OR THE POLICY MUST BE BASED SOLELY IN CONTRACT.
THIS COMMITMENT IS NOT AN ABSTRACT OF TITLE, REPORT OF THE CONDITION OF TITLE, LEGAL OPINION,
OPINION OF TITLE, OR OTHER REPRESENTATION OF THE STATUS OF TITLE. THE PROCEDURES USED BY THE
COMPANY TO DETERMINE INSURABILITY OF THE TITLE, INCLUDING ANY SEARCH AND EXAMINATION, ARE
PROPRIETARY TO THE COMPANY, WERE PERFORMED SOLELY FOR THE BENEFIT OF THE COMPANY, AND CREATE
NO EXTRACONTRACTUAL LIABILITY TO ANY PERSON, INCLUDING A PROPOSED INSURED.
THE COMPANY’S OBLIGATION UNDER THIS COMMITMENT IS TO ISSUE A POLICY TO A PROPOSED INSURED
IDENTIFIED IN SCHEDULE A IN ACCORDANCE WITH THE TERMS AND PROVISIONS OF THIS COMMITMENT. THE
COMPANY HAS NO LIABILITY OR OBLIGATION INVOLVING THE CONTENT OF THIS COMMITMENT TO ANY OTHER
PERSON.
COMMITMENT TO ISSUE POLICY
Subject to the Notice; Schedule B, Part I – Requirements; Schedule B, Part II – Exceptions; and the Commitment Conditions, First
American Title Insurance Company, a Nebraska corporation (the “Company”), commits to issue the Policy according to the terms and
provisions of this Commitment. This Commitment is effective as of the Commitment Date shown in Schedule A for each Policy
described in Schedule A, only when the Company has entered in Schedule A both the specified dollar amount as the Proposed Amount
of Insurance and the name of the Proposed Insured.
If all of the Schedule B, Part I – Requirements have not been met within 180 days after the Commitment Date, this Commitment
terminates and the Company’s liability and obligation end.
COMMITMENT CONDITIONS
1.DEFINITIONS
a. “Discriminatory Covenant”: Any covenant, condition, restriction, or limitation that is unenforceable under applicable law
because it illegally discriminates against a class of individuals based on personal characteristics such as race, color,
religion, sex, sexual orientation, gender identity, familial status, disability, national origin, or other legally protected class.
b. “Knowledge” or “Known”: Actual knowledge or actual notice, but not constructive notice imparted by the Public Records.
c. “Land”: The land described in Item 5 of Schedule A and improvements located on that land that by State law constitute
real property. The term “Land” does not include any property beyond that described in Schedule A, nor any right, title,
interest, estate, or easement in any abutting street, road, avenue, alley, lane, right-of-way, body of water, or waterway, but
does not modify or limit the extent that a right of access to and from the Land is to be insured by the Policy.
d. “Mortgage”: A mortgage, deed of trust, trust deed, security deed, or other real property security instrument, including one
evidenced by electronic means authorized by law.
e. “Policy”: Each contract of title insurance, in a form adopted by the American Land Title Association, issued or to be issued
by the Company pursuant to this Commitment.
f. “Proposed Amount of Insurance”: Each dollar amount specified in Schedule A as the Proposed Amount of Insurance of
each Policy to be issued pursuant to this Commitment.
g. “Proposed Insured”: Each person identified in Schedule A as the Proposed Insured of each Policy to be issued pursuant to
this Commitment.
American Land Title Association Commitment for Title Insurance
2021 v. 01.00 (07-01-2021)
This page is only a part of a 2021 ALTA Commitment for Title Insurance issued by First American Title Insurance Company. This Commitment is not valid without the
Notice; the Commitment to Issue Policy; the Commitment Conditions; Schedule A; Schedule B, Part I – Requirements; and Schedule B, Part II – Exceptions; and a
counter-signature by the Company or its issuing agent that may be in electronic form.
Copyright 2021 American Land Title Association. All rights reserved.
The use of this Form (or any derivative thereof) is restricted to ALTA licensees and
ALTA members in good standing as of the date of use. All other uses are prohibited.
Reprinted under license from the American Land Title Association.
Page 2 of 9
h. “Public Records”: The recording or filing system established under State statutes in effect at the Commitment Date under
which a document must be recorded or filed to impart constructive notice of matters relating to the Title to a purchaser for
value without Knowledge. The term “Public Records” does not include any other recording or filing system, including any
pertaining to environmental remediation or protection, planning, permitting, zoning, licensing, building, health, public
safety, or national security matters.
i. “State”: The state or commonwealth of the United States within whose exterior boundaries the Land is located. The term
“State” also includes the District of Columbia, the Commonwealth of Puerto Rico, the U.S. Virgin Islands, and Guam.
j. “Title”: The estate or interest in the Land identified in Item 3 of Schedule A.
2.If all of the Schedule B, Part I – Requirements have not been met within the time period specified in the Commitment to Issue
Policy, this Commitment terminates and the Company’s liability and obligation end.
3.The Company’s liability and obligation is limited by and this Commitment is not valid without:
a. the Notice;
b. the Commitment to Issue Policy;
c. the Commitment Conditions;
d. Schedule A;
e. Schedule B, Part I – Requirements;
f. Schedule B, Part II – Exceptions; and
g. a counter-signature by the Company or its issuing agent that may be in electronic form.
4.COMPANY’S RIGHT TO AMEND
The Company may amend this Commitment at any time. If the Company amends this Commitment to add a defect, lien,
encumbrance, adverse claim, or other matter recorded in the Public Records prior to the Commitment Date, any liability of the
Company is limited by Commitment Condition 5. The Company is not liable for any other amendment to this Commitment.
5.LIMITATIONS OF LIABILITY
a. The Company’s liability under Commitment Condition 4 is limited to the Proposed Insured’s actual expense incurred in
the interval between the Company’s delivery to the Proposed Insured of the Commitment and the delivery of the amended
Commitment, resulting from the Proposed Insured’s good faith reliance to:
i. comply with the Schedule B, Part I – Requirements;
ii. eliminate, with the Company’s written consent, any Schedule B, Part II – Exceptions; or
iii. acquire the Title or create the Mortgage covered by this Commitment.
b. The Company is not liable under Commitment Condition 5.a. if the Proposed Insured requested the amendment or had
Knowledge of the matter and did not notify the Company about it in writing.
c. The Company is only liable under Commitment Condition 4 if the Proposed Insured would not have incurred the expense
had the Commitment included the added matter when the Commitment was first delivered to the Proposed Insured.
d. The Company’s liability does not exceed the lesser of the Proposed Insured’s actual expense incurred in good faith and
described in Commitment Condition 5.a.or the Proposed Amount of Insurance.
e. The Company is not liable for the content of the Transaction Identification Data, if any.
f. The Company is not obligated to issue the Policy referred to in this Commitment unless all of the Schedule B, Part I –
Requirements have been met to the satisfaction of the Company.
g. The Company’s liability is further limited by the terms and provisions of the Policy to be issued to the Proposed Insured.
6.LIABILITY OF THE COMPANY MUST BE BASED ON THIS COMMITMENT; CHOICE OF LAW AND CHOICE OF
FORUM
a. Only a Proposed Insured identified in Schedule A, and no other person, may make a claim under this Commitment.
b. Any claim must be based in contract under the State law of the State where the Land is located and is restricted to the terms
and provisions of this Commitment. Any litigation or other proceeding brought by the Proposed Insured against the
Company must be filed only in a State or federal court having jurisdiction.
American Land Title Association Commitment for Title Insurance
2021 v. 01.00 (07-01-2021)
This page is only a part of a 2021 ALTA Commitment for Title Insurance issued by First American Title Insurance Company. This Commitment is not valid without the
Notice; the Commitment to Issue Policy; the Commitment Conditions; Schedule A; Schedule B, Part I – Requirements; and Schedule B, Part II – Exceptions; and a
counter-signature by the Company or its issuing agent that may be in electronic form.
Copyright 2021 American Land Title Association. All rights reserved.
The use of this Form (or any derivative thereof) is restricted to ALTA licensees and
ALTA members in good standing as of the date of use. All other uses are prohibited.
Reprinted under license from the American Land Title Association.
Page 3 of 9
c. This Commitment, as last revised, is the exclusive and entire agreement between the parties with respect to the subject
matter of this Commitment and supersedes all prior commitment negotiations, representations, and proposals of any kind,
whether written or oral, express or implied, relating to the subject matter of this Commitment.
d. The deletion or modification of any Schedule B, Part II – Exception does not constitute an agreement or obligation to
provide coverage beyond the terms and provisions of this Commitment or the Policy.
e. Any amendment or endorsement to this Commitment must be in writing and authenticated by a person authorized by the
Company.
f. When the Policy is issued, all liability and obligation under this Commitment will end and the Company’s only liability
will be under the Policy.
7.IF THIS COMMITMENT IS ISSUED BY AN ISSUING AGENT
The issuing agent is the Company’s agent only for the limited purpose of issuing title insurance commitments and policies. The
issuing agent is not the Company’s agent for closing, settlement, escrow, or any other purpose.
8.PRO-FORMA POLICY
The Company may provide, at the request of a Proposed Insured, a pro-forma policy illustrating the coverage that the Company
may provide. A pro-forma policy neither reflects the status of Title at the time that the pro-forma policy is delivered to a Proposed
Insured, nor is it a commitment to insure.
9.CLAIMS PROCEDURES
This Commitment incorporates by reference all Conditions for making a claim in the Policy to be issued to the Proposed Insured.
Commitment Condition 9 does not modify the limitations of liability in Commitment Conditions 5 and 6.
10.CLASS ACTION
ALL CLAIMS AND DISPUTES ARISING OUT OF OR RELATING TO THIS COMMITMENT, INCLUDING ANY
SERVICE OR OTHER MATTER IN CONNECTION WITH ISSUING THIS COMMITMENT, ANY BREACH OF A
COMMITMENT PROVISION, OR ANY OTHER CLAIM OR DISPUTE ARISING OUT OF OR RELATING TO THE
TRANSACTION GIVING RISE TO THIS COMMITMENT, MUST BE BROUGHT IN AN INDIVIDUAL CAPACITY. NO
PARTY MAY SERVE AS PLAINTIFF, CLASS MEMBER, OR PARTICIPANT IN ANY CLASS OR REPRESENTATIVE
PROCEEDING. ANY POLICY ISSUED PURSUANT TO THIS COMMITMENT WILL CONTAIN A CLASS ACTION
CONDITION.
FIRST AMERICAN TITLE INSURANCE COMPANY
1 First American Way, Santa Ana, CA 92707
By:
Kenneth D. DeGiorgio, President
By:
Lisa W. Cornehl, Secretary
American Land Title Association Commitment for Title Insurance
2021 v. 01.00 (07-01-2021)
This page is only a part of a 2021 ALTA Commitment for Title Insurance issued by First American Title Insurance Company. This Commitment is not valid without the
Notice; the Commitment to Issue Policy; the Commitment Conditions; Schedule A; Schedule B, Part I – Requirements; and Schedule B, Part II – Exceptions; and a
counter-signature by the Company or its issuing agent that may be in electronic form.
Copyright 2021 American Land Title Association. All rights reserved.
The use of this Form (or any derivative thereof) is restricted to ALTA licensees and
ALTA members in good standing as of the date of use. All other uses are prohibited.
Reprinted under license from the American Land Title Association.
Page 4 of 9
Transaction Identification Data, for which the Company assumes no liability as set forth in Commitment Condition 5.e.:
Issuing Agent: Horizon Title Group, Inc.
Issuing Office: 2424 South Park Avenue, PO Box 598
Port Townsend, WA 98368
Issuing Office’s ALTA® Registry ID: 1167581
Loan ID Number:
Commitment Number: 05-5234-TTJ
Issuing Office File Number: 05-5234-TTJ
Property Address: 1125 Toandos Road, Quilcene, WA 98376
SCHEDULE A
1.Commitment Date: September 16, 2024 8:00 AM
2.Policy to be issued:
AMOUNT PREMIUM TAX TOTAL
a. 2021 ALTA Owner's
Standard Policy
$$0.00 $$0.00
PROPOSED INSURED:Northwest Watershed Institute Inc., a Washington nonprofit corporation
The estate or interest to be insured:fee simple
3.The estate or interest in the Land at the Commitment Date is:
fee simple
4.The Title is, at the Commitment Date, vested in:
Thomas J. Hough, a single man
5.The Land is described as follows:
See Exhibit A attached hereto and made a part hereof.
HORIZON TITLE GROUP, INC.
2424 South Park Avenue, PO Box 598, Port Townsend,
WA 98368
Telephone: (360) 385-1322
Countersigned by:
Rochelle Lewis
Horizon Title Group, Inc., License #603575523
FIRST AMERICAN TITLE INSURANCE COMPANY
1 First American Way, Santa Ana, CA 92707
By:
Kenneth D. DeGiorgio, President
By:
Lisa W. Cornehl, Secretary
American Land Title Association Commitment for Title Insurance
2021 v. 01.00 (07-01-2021)
This page is only a part of a 2021 ALTA Commitment for Title Insurance issued by First American Title Insurance Company. This Commitment is not valid without the
Notice; the Commitment to Issue Policy; the Commitment Conditions; Schedule A; Schedule B, Part I – Requirements; and Schedule B, Part II – Exceptions; and a
counter-signature by the Company or its issuing agent that may be in electronic form.
Copyright 2021 American Land Title Association. All rights reserved.
The use of this Form (or any derivative thereof) is restricted to ALTA licensees and
ALTA members in good standing as of the date of use. All other uses are prohibited.
Reprinted under license from the American Land Title Association.
Page 5 of 9
SCHEDULE B, PART I – Requirements
All of the following Requirements must be met:
1. The Proposed Insured must notify the Company in writing of the name of any party not referred to in this Commitment who
will obtain an interest in the Land or who will make a loan on the Land. The Company may then make additional
Requirements or Exceptions.
2. Pay the agreed amount for the estate or interest to be insured.
3. Pay the premiums, fees, and charges for the Policy to the Company.
4. Documents satisfactory to the Company that convey the Title or create the Mortgage to be insured, or both, must be properly
authorized, executed, delivered, and recorded in the Public Records.
Duly authorized and executed Deed from Thomas J. Hough, a single man, to Northwest Watershed Institute Inc., a
Washington nonprofit corporation, to be executed and recorded at closing.
5. Lien of the real estate excise sales tax and surcharge upon any sale of said Land, if unpaid.
6. General Taxes. The first portion $441.77 becomes delinquent after April 30th. The second portion $441.17 becomes
delinquent after October 31st.
Year: 2024
Amount Billed: $882.94
Amount Paid: $882.94
Amount Due: $0.00, plus interest and penalty, if delinquent
Tax Account No.: 701 153 003
Assessed value: $110,654.00
PID No.: 17274
7. The Company has been asked to issue a policy(ies) without disclosure of the liability amount. This commitment shall be
effective only when the amount of the policy(ies) committed for has been inserted in Schedule “A” hereof. The forthcoming
policy must be issued in an amount at least equal to the full value of the estate insured in accordance with our rating schedule
on file in the office of the Washington State Insurance Commissioner.
The Company may have further requirements if the undisclosed amount to be insured exceeds the current assessed valuation.
8. The Land described in this commitment appears to be residential in nature and may be subject to the provisions of RCW
6.13.010, et seq. (homestead statute) if the Land is occupied as a primary residence. If the Land is occupied as a primary
residence, RCW 6.13.060 requires that all documents conveying or encumbering the Land must be executed by each spouse or
domestic partner, individually. Alternatively, the company will accept a deed identifying the non-vested spouse occupying the
Land as the Grantor and the vested spouse as the Grantee. This applies if the non-vested spouse currently resided in the
residence or if the vested spouse resides in the residence and the non- vested spouse doesn’t reside in the residence but has
lived there within the previous 6 months. In the event that the company receives documents to insure that are not executed as
required, the company may be unable to record or to insure the transaction. Please contact your Title Officer if you have any
questions.
American Land Title Association Commitment for Title Insurance
2021 v. 01.00 (07-01-2021)
This page is only a part of a 2021 ALTA Commitment for Title Insurance issued by First American Title Insurance Company. This Commitment is not valid without the
Notice; the Commitment to Issue Policy; the Commitment Conditions; Schedule A; Schedule B, Part I – Requirements; and Schedule B, Part II – Exceptions; and a
counter-signature by the Company or its issuing agent that may be in electronic form.
Copyright 2021 American Land Title Association. All rights reserved.
The use of this Form (or any derivative thereof) is restricted to ALTA licensees and
ALTA members in good standing as of the date of use. All other uses are prohibited.
Reprinted under license from the American Land Title Association.
Page 6 of 9
SCHEDULE B, PART II – Exceptions
Some historical land records contain Discriminatory Covenants that are illegal and unenforceable by law. This Commitment
and the Policy treat any Discriminatory Covenant in a document referenced in Schedule B as if each Discriminatory Covenant
is redacted, repudiated, removed, and not republished or recirculated. Only the remaining provisions of the document will be
excepted from coverage.
The Policy will not insure against loss or damage resulting from the terms and conditions of any lease or easement identified in
Schedule A, and will include the following Exceptions unless cleared to the satisfaction of the Company:
1. Any defect, lien, encumbrance, adverse claim, or other matter that appears for the first time in the Public Records or is created,
attaches, or is disclosed between the Commitment Date and the date on which all of the Schedule B, Part I - Requirements are
met.
2. Taxes or assessments which are not shown as existing liens by the records of any taxing authority that levies taxes or
assessments on real property or by the Public Records.
3. Any facts, rights, interest, or claims which are not shown by the Public Records but which could be ascertained by an
inspection of the Land or by making inquiry of persons in possession thereof.
4. Easements, claims of easements, or encumbrances which are not shown by the Public Records.
5. Discrepancies, conflicts in boundary lines, shortages in area, encroachments, or any other facts which a correct survey would
disclose, and which are not shown by the Public Records.
6. (a) Unpatented mining claims; (b) Reservations or exceptions in patents or in Acts authorizing the issuance thereof; (c) Water
rights, claims or title to water, ditch or ditch right, whether or not the matters excepted under (a), (b), or (c) are shown by the
Public Records; (d) Indian Tribal Codes or Regulations, Indian Treaty or Aboriginal Rights, including easements or equitable
servitudes.
7. Any lien or right to a lien for services, labor, equipment or material or medical assistance, unless such lien is shown by the
Public Records as of Date of Policy.
8. Any service, installation, connection, maintenance, construction, tap or reimbursement charges/costs for sewer, water, garbage
or electricity.
9. Any claim to (a) ownership of or rights to minerals and similar substances, including but not limited to ores, metals, coal,
lignite, oil, gas, uranium, clay, rock, sand, and gravel located in, on, or under the Land or produced from the Land, whether
such ownership or rights arise by lease, grant, exception, conveyance, reservation, or otherwise; and (b) any rights, privileges,
immunities, rights of way, and easements associated therewith or appurtenant thereto, whether or not the interests or rights
excepted in (a) or (b) appear in the Public Records.
American Land Title Association Commitment for Title Insurance
2021 v. 01.00 (07-01-2021)
This page is only a part of a 2021 ALTA Commitment for Title Insurance issued by First American Title Insurance Company. This Commitment is not valid without the
Notice; the Commitment to Issue Policy; the Commitment Conditions; Schedule A; Schedule B, Part I – Requirements; and Schedule B, Part II – Exceptions; and a
counter-signature by the Company or its issuing agent that may be in electronic form.
Copyright 2021 American Land Title Association. All rights reserved.
The use of this Form (or any derivative thereof) is restricted to ALTA licensees and
ALTA members in good standing as of the date of use. All other uses are prohibited.
Reprinted under license from the American Land Title Association.
Page 7 of 9
10. Easement, including terms and provisions contained therein:
Disclosed by: Decree entered in Jefferson County Superior Court Cause No. 7222
For: Ingress and egress over road as it existed on October 06, 1966
11. Easement, including terms and provisions contained therein:
Recorded: December 30, 1969
Recording No.: 203763
For: Road purposes
12. Easement, including terms and provisions contained therein:
Recorded: June 12, 1990
Recording No.: 331591
For: Underground electric transmission and/or distribution system
13. Easement, including terms and provisions contained therein:
Recorded: September 19, 2011
Recording No.: 562353
For: Electric transmission and/or distribution system
American Land Title Association Commitment for Title Insurance
2021 v. 01.00 (07-01-2021)
This page is only a part of a 2021 ALTA Commitment for Title Insurance issued by First American Title Insurance Company. This Commitment is not valid without the
Notice; the Commitment to Issue Policy; the Commitment Conditions; Schedule A; Schedule B, Part I – Requirements; and Schedule B, Part II – Exceptions; and a
counter-signature by the Company or its issuing agent that may be in electronic form.
Copyright 2021 American Land Title Association. All rights reserved.
The use of this Form (or any derivative thereof) is restricted to ALTA licensees and
ALTA members in good standing as of the date of use. All other uses are prohibited.
Reprinted under license from the American Land Title Association.
Page 8 of 9
EXHIBIT “A”
The Land referred to herein below is situated in the County of Jefferson, State of Washington and is described as follows:
Tract 4, described as follows:
That portion of the East 1/2 of the Southwest 1/4 of Section 15, Township 27 North, Range 1 West, W.M., described as follows:
Beginning at the center of said Section;
thence South along the North and South center line of said Section, 758 feet to the True Point of Beginning;
thence West a distance of 752.77 feet to intersect the Easterly line of that certain tract of land sold to Gene Ray Myers by Real Estate
Contract recorded March 8, 1971, Auditor’s No. 208162;
thence along said Myers Tract, South 15° 42’ S4" East, 19.22 feet;
Thence continue along said Easterly line of Myers Tract, South 33° 56’ 38" East, 209.75 feet; .
thence continuing along said Easterly line of Myers Tract, South 34° 96’ 24" East, 190.24 feet;
thence East a distance of 521.44 feet to intersect the North and South center line of said Section 15 at a point 350 feet South of the
Point of Beginning;
thence North to the Point of Beginning.
Situate in the County of Jefferson, State of Washington.
American Land Title Association Commitment for Title Insurance
2021 v. 01.00 (07-01-2021)
This page is only a part of a 2021 ALTA Commitment for Title Insurance issued by First American Title Insurance Company. This Commitment is not valid without the
Notice; the Commitment to Issue Policy; the Commitment Conditions; Schedule A; Schedule B, Part I – Requirements; and Schedule B, Part II – Exceptions; and a
counter-signature by the Company or its issuing agent that may be in electronic form.
Copyright 2021 American Land Title Association. All rights reserved.
The use of this Form (or any derivative thereof) is restricted to ALTA licensees and
ALTA members in good standing as of the date of use. All other uses are prohibited.
Reprinted under license from the American Land Title Association.
Page 9 of 9
INFORMATIONAL NOTES
1.The Company requires the proposed insured to verify that the Land covered by this commitment is the Land intended to be
conveyed in this transaction. The description of the Land may be incorrect, if the application for title insurance contained
incomplete or inaccurate information. Notify the Company well before closing if changes are necessary. Closing instructions
must indicate that the legal description has been reviewed and approved by all parties.
2.As of the date hereof there are no matters against Northwest Watershed Institute Inc., a Washington nonprofit corporation,
which would appear as exceptions in the policy to issue, except as shown herein.
3.Abbreviated Legal Description: PTN E1/2 SW S15 T27 R1W (TAX 2)
4.The vestee(s) herein acquired title by deed recorded July 10, 1991 under Auditor's File No. 341821 .pdf). The record discloses
no other conveyances of the property herein described within the last 24 months.
5.The situs address of the Land herein described is: 1125 Toandos Road, Quilcene, WA 98376
6.Map
7.Combined Exception Documents
8. RECORDING PACKAGE INSTRUCTIONS:
Jefferson, Clallam, Kitsap, Mason, and San Juan County recording packages must be sent to the following address:
Horizon Title Group, Inc.
2424 South Park Avenue
Port Townsend, WA 98368
Pacific County recording packages must be sent to the following address:
Horizon Title Group, Inc.
1308 37th Street
Seaview, WA 98644
9.PLEASE NOTE: THERE WILL BE A FEE OF $5.00 + TAX PER E-RECORDED DOCUMENT INCLUDED ON ALL
RECORDING INVOICES.
10.NOTE: A FEE MAY BE CHARGED UPON THE CANCELLATION OF THIS COMMITMENT PURSUANT TO
WASHINGTON STATE INSURANCE CODE AND THE FILED RATE SCHEDULE OF THIS COMPANY.
3609 Market Place West, Suite 201, University Place, WA 98466
p. 253.564.3230 | f. 253.564.3143
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
I 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 Fife
From: Peter Bahls, Executive Director
CC:
Date: February 25, 2025
Re: Executive Committee Resolution to Submit Jefferson County Conservation
Futures 2025 Application for the Toandos Forest 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 for the Toandos
Forest project within the boundaries of the state's Dabob Bay Natural Area.
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
~#v'A1P,.
• Henrv~ j~nis I ~---.,'
Secretary
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 Toandos Forest, 6.38 acres of forestland within the state’s Dabob Bay Natural Area
boundaries. If successful, the grant funding will protect the forest under county deed restrictions and allow older
forest habitats to develop, while permitting some limited harvest of trees and other forest products. We strongly
support this project and want to convey the importance of the forest 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 Toandos Forest 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.
Currently, the Tribe is enjoying a renaissance of weavers and artists using traditional methods and materials;
especially materials from the cedar tree. For example, tribal members harvest the inner bark of large cedar trees for
weaving baskets and clothing used for ceremonial purposes. They also 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 an important cultural resource for the Tribes: a growing native forest where, with
good stewardship, the benefits to the Tribes will continue to grow as the forest develops into an older, biologically
diverse forest with a large variety of indigenous plants and trees of cultural importance. The Tarboo forest is
significant not just for the materials it can offer over time, but the opportunity for the Tribe to harvest locally; the
process of harvesting itself is infused with traditional, social and religious meaning that we want to pass on to the
coming generations.
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}
1
2025 CFF Program Application
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 (360) 379-4498 or
tpokorny@co.jefferson.wa.us with questions.
Background and Eligibility Information
1. Project Title: Upper Yarr Creek Protection
2. Conservation Futures Acquisition Request: $26,000
Conservation Futures O&M Request: $0
3. Total Conservation Futures Request: $26,000
4. Please indicate the type of interest contemplated in the acquisition process.
X Warranty Deed OR Easement __ Other (Please describe below.)
In whose name will the property title be held after acquisition? Northwest Watershed Institute
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) 821-9566, ext. ____ _____________________________________________ Fax: ____ 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
February 25, 2025
2025 Jefferson County Conservation Futures Fund Program
Property Acquisition Project and/or
Operations and Maintenance Project Application
2
2025 CFF Program Application
7. Project Location
Street Address or Description of Location: 12 Old Tarboo Road, Quilcene
Driving Directions from Port Townsend: South on Center Road, left at Old Tarboo Road and park
Section: 29 Township: 28 N Range: 1 W
Assessor’s Parcel Number(s): 801-293-003
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. The parcel is to be acquired with CF funds
Please list the assessed values for each property or APN, as applicable.
801-293-003 = $34,125
8. Existing Conditions
New Site: Yes No __________________________ Number of Parcels: 1
Addition to Existing Site: Yes No ______________ Acres to Be Acquired: 1.03
Total Project Acreage (if different):______________ Current Zoning: 1 per 5
Existing Structures/Facilities: No
Any current covenants, easements or restrictions on land use: No
Current Use: Vacant land
Waterfront (name of body of water): Yarr Creek, tributary to Tarboo Creek
Shoreline (linear feet): NA
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, and why you think preserving
this property is important. Name three top objectives for the property (other than those related to funding). Include
information about the physical characteristics of the site that is proposed for acquisition with Conservation
Futures Fund 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 the proposed use, and
plans for any structures currently on the site. If applicable, describe how the site project relates to a larger
conservation program (please identify), 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
3
2025 CFF Program Application
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 a one acre parcel of critical stream and
riparian habitat along Upper Yarr Creek. NWI purchased the property in 2023 to prevent
development that would have impacted water quality, wildlife habitat, and downstream salmon
habitat in Yarr Creek and Tarboo Creek.
The Jefferson County Conservation Futures Manual does not appear to prevent a conservation
organization from securing reimbursement toward a property purchased prior to the grant
agreement being in place. The manual does require that a Statutory Warranty Deed (SWD) be placed
on the property that includes a paragraph of specific deed restriction language required by the
county. Since this property was purchased by NWI in 2023, NWI is requesting county approval for
reimbursement toward the fee simple appraised value of the property through one of two methods:
1) after the Conservation Futures grant agreement is in place, NWI re-records the Statutory Warranty
Deed and includes the county’s required language (see Supplemental information for example of the
re-record of deed restriction), or 2) prior to signing a Conservation Futures grant agreement, NWI
sells the property to an interim private buyer, then after the grant agreement is place, NWI
purchases the property back and records a new SWD with the addition of the county’s deed
restrictions.
Proposed uses
The Property will be owned and stewarded by NWI as a unit of the Tarboo Wildlife Preserve. The
property will serve as one of the places NWI brings students and other groups for field tours and
educational trips to learn about the Tarboo watershed and stream habitats.
Critical dates and urgency
To afford permanent protection and stewardship of the property, NWI needs to secure at least
partial reimbursement for the purchase made in 2023. The property has no deed restriction on it at
present and NWI may need to sell the property in the future without funding to help fund the
purchase and long term stewardship.
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 Fund 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.
4
2025 CFF Program Application
Estimated or Appraised Value of Propert(ies) to be Acquired: $40,000
Total Estimated Acquisition-related Cost (see Conservation Futures Manual for eligible costs): $8,600
Total Operation and Maintenance Cost: $3,400
Total Project Cost: $52,000
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):
Estimate of fee simple fair market value is based on a sale of property to NWI in 2023 for $37,000
and some increase since then.
Scored Questions
1. To what degree does the project leverage contributions for acquisition from groups, agencies or
individuals?
Sponsors or other organizations are required to contribute to acquisition of the proposed site and/or operation and
maintenance activities.
1 a. Please describe below how contributions from groups or agencies will reduce the need to use Conservation
Futures Fund program funds.
Describe
1 b. Matching Fund Estimate Acquisition O&M %
Conservation Futures Funds Requested $26,000 $0 50%
Matching Funds/Resources* $22,600 $3,400 50%
Total Project Acquisition Cost $48,600 $3,400 100%
JCCF
Request
Match to
JCCF
Total
Cost Timeline
Acquistion
NWI Upper Yarr Ck property 20,000 20,000 40,000 Aug-25
Acquisition Related Costs:Aug-25
Deed recording/legal/closing costs 1,000 1,000
Appraisal 5,000 5,000
Operations and Maintenance (O&M)
Stewardship Plan 3,400 3,400 Sep-25
Project management and administration 2,600 2,600 Mar-25-Sept 25
Total Project Costs 26,000 26,000 52,000
Percent match to JCCF 50%
5
2025 CFF Program Application
* 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 c. Source of matching Amount of Contribution If not, Contribution If not,
funds/resources contribution approved? when? available now? when?
NWI land match $20,000 Yes No 2025 Yes No 2025
NWI labor donation $6,000 Yes No 2025 Yes No 2025
NOTE: Fifty-percent (50%) matching funds are required, and a higher rating will be assigned to those projects
that guarantee additional resources for acquisition. Donation of property or a property right can be
considered as a matching resource. Donation of resources for on-going maintenance or stewardship (“in-
kind” contributions) are not eligible as a match.
2. To what degree has the project sponsor identified the long-term stewardship issues for the proposed
project?
2 a. Identify any factors, threats, or stressors that could negatively affect the conservation values and/or
community benefits for which the property would be conserved.
No major stewardship issues. Property boundaries have been surveyed and marked. Adjoining
property on two sides is permanently protected for forestry under conservation easement by
Leopold-Freeman Forests.
2 b. Describe the management strategies that the stewardship plan will include to address the identified factors,
threats, or stressors, including any actions planned to make these negative outcomes or impacts less likely.
Stewardship plan will the following management strategies: baseline assessment and restoration
and stewardship plan to include: debris cleanup, annual monitoring for weed control and
encroachment issues, road decommission and revegetation, potential selective thinning (non-
commercial), and tree planting as needed to help restore older forest habitat and species and
structural diversity.
2 c. Describe any existing water rights, and current uses of water. Identify any conservation values currently being
protected that are dependent on these sources of water.
No water rights and no use of water on the property.
3. To what degree has the project sponsor demonstrated effective long-term stewardship of a similar
project?
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 over 20 years. NWI employs
6
2025 CFF Program Application
conservation biologists and professional restoration field crew and has extensive experience
stewarding and managing the Tarboo Wildlife Preserve and private and state conservation
properties using professional staff, experienced field crew, contractors, and volunteers.
3 b. Has the project sponsor and/or applicant been involved in other projects previously approved for
Conservation Futures Fund funding?
_____No, neither the sponsor nor applicant has been involved in a project previously approved for
Conservation Futures Fund funds.
X Yes, the sponsor and/or applicant for this project has been involved in a project previously approved for
Conservation Futures Fund funds. Please provide details:
Yes. NWI has been involved in eleven previous successful Conservation Futures funded projects in
the Tarboo watershed including nine conservation easement projects proposed jointly by NWI and
JLT and two fee simple projects. NWI is now completing the West Slope Forest acquisition funded in
2024.
4. To what degree is the project a part of an adopted open space, conservation, or resource
preservation program or plan that was open to public review and comment, or identified in a
community conservation effort that provided opportunities for public input?
The proposed acquisition:
X is specifically identified in an adopted open space, conservation, or resource preservation program or plan, or
community conservation effort, that provided opportunities for public review and comment. Please describe
below, including this project’s importance to the plan. Please also reference the website of the plan if available or
include the plan with this application.
__complements an adopted open space or conservation plan that was open to public review, but is not specifically
identified. Please describe below, and describe how the proposed acquisition is consistent with the plan.
__is a stand-alone project, or part of a project that was not open to public review.
Jefferson Land Trust’s Jefferson County Conservation Plan (2010) generally identifies the Property
as within a priority forest conservation area. https://www.saveland.org/wp-
content/uploads/2016/06/2010_JLT_ConservationPlan_LoRes.pdf
More specifically, the Property is within two mapped priority areas of the Tarboo Creek/Dabob Bay
Implementation Strategy, a Sub-Plan of JLT’s Jefferson County Conservation Plan (2010). Those
priority areas are: 1) the priority habitat stream corridor area and 2) the priority forests area.
The Property is a top priority in Northwest Watershed Institute’s Tarboo Watershed Conservation
Strategy to protect and restore the stream and wildlife corridor of Tarboo Creek (Objective 1) and
also fits within the Forestland protection objective (objective 3)
http://www.nwwatershed.org/tarboo-watershed-conservation-strategy.html
7
2025 CFF Program Application
The proposed properties are within a large 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.
5. To what degree does the project conserve opportunities which are otherwise lost or threatened?
5 a. The proposed acquisition site X does __does not provide a conservation or preservation opportunity which
would otherwise be lost or threatened.
5 b. If applicable, please carefully describe the nature and immediacy of the threat, and any unique qualities about
the site.
NWI purchased the property in 2023 in a bidding war with another potential buyer who wanted to
move onto the property with a trailer and storage containers that would likely have caused severe
impacts to Yarr Creek, its riparian habitat, and downstream habitat on Tarboo Creek and NWI’s
Tarboo Wildlife Preserve. The property is comprised mostly of critical habitat of Yarr Creek, its
riparian forest and associated steep slope ravines. If NWI cannot secure funding to protect the
property under county deed restriction and help fund long term stewardship, NWI may need to sell
the parcel and it could be heavily impacted by inappropriate residential development.
6. Are the conservation values of the project commensurate with or greater than the amount of CFF
funds requested, and will both the timeframes for meeting project objectives and associated metrics
demonstrate achievement of the conservation objectives?
6 a. Summarize the project’s conservation values and how the CFF funds requested support these values.
The project’s conservation values are extremely high relative to CF funds requested because the
project is low cost and most of the acreage represents critical stream and riparian habitat.
Upper Yarr Creek flows into Tarboo Creek on the Tarboo Wildlife Preserve, so protection of this small
critical parcel helps secure water quality and important salmon habitat downstream.
The property also adjoins permanently conserved forestlands on two sides, so protection of this
parcel will help long term wildlife connectivity of the larger area.
6 b. Summarize how the project’s conservation values are related to the project’s specific objectives.
The project’s conservation values of stream, salmon habitat, and water quality, as well as wildlife
habitat and connectivity are directly served by NWI’s objective to fully and permanently protect the
parcel as a unit of the Tarboo Wildlife Preserve.
7. To what degree does the project preserve habitat for flora and fauna other than habitat for
anadromous fish species?
7 a. X provides habitat for State of Washington Priority Habitat specific to the project and/or State or Federal
(NOAA and USFWS) Candidate, Endangered, Threatened or Sensitive species (provide list and references).
8
2025 CFF Program Application
7 b. X provides habitat for native flora and fauna. Identify the documented habitat(s) and native flora or fauna
species that will be protected by the project.
7 c. X contributes to a wildlife corridor or migration route identified by Washington Connectivity Working Group
or other peer-reviewed source.
.
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 tributaries Priority Riparian Habitat
Western toad (nearby) State Candidate and Federal Species of Concern
Pileated woodpecker (on site) State Candidate
Documented observations by Peter Bahls, NWI
Listed Species benefited downstream in lower Yarr Creek and Tarboo Creek:
Puget Sound steelhead (likely) State Candidate and Federal Threatened
Hood Canal coho salmon (Yarr Ck) Federal Species of Concern
Western Brook lamprey (likely) Federal Species of Concern
Documented in WDFW fish distribution mapping and NWI survey data
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
Documented in NWI’s nearshore fish survey report -
http://www.nwwatershed.org/uploads/pdf/tarbooFishSurvey.pdf
Provides habitat for a variety of native flora and fauna
The project will protect stream, riparian and forest habitats that support a high diversity of at-risk
fish, bird, amphibian, and mammal species that occur in Pacific Northwest forests, including western
toad, amphibians, bats, bear, cougar, blacktail deer, and neo-tropical migratory birds. The property
comprises stream and riparian habitat along the Yarr Creek ravine, especially important for birds and
other wildlife.
Wildlife corridor
The property is a small but critical piece of a long-term effort to protect a significant wildlife
corridor from the Tarboo valley to the uplands along Yarr Creek and also directly connects with large
protected forestlands. For example, during the Conservation Futures field tour, a radio
collared cougar named Yenewes was on a kill site on lower Yarr Creek about ¼ mile away. She has a
den with three cubs on the other side of Center Road and is frequently tracked in this area (Matt
Mahan, Panthera project).
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
9
2025 CFF Program Application
8. To what degree does the project protect habitat for anadromous fish species?
8. Describe to what degree the project protects habitat for anadromous fish species (for example: marine
shorelines, stream or 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.
Upper Yarr Creek is listed in DNR’s stream type mapping as fish bearing, and cutthroat may occur.
Lower Yarr Creek, about one-quarter mile downstream, has documented use as spawning habitat by
coho salmon and coastal cutthroat trout (per NWI spawning surveys since 2002). The project will
protect downstream water quality for salmon in Yarr Creek and Tarboo Creek, as well as helping
protect water quality of Dabob Bay, used by juvenile rearing salmon.
Listed Species benefited in adjacent downstream Yarr Creek and Tarboo Creek:
Puget Sound steelhead (historic) State Candidate and Federal Threatened
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
9. To what degree does the project preserve farmland for agricultural use OR preserve forestland for
forest management?
9 a. Describe the extent and nature of current and planned agricultural use or forest management activities of the
proposed acquisition, including any anticipated changes to that use once the property, or property right, is
acquired with Conservation Futures funds.
Forest management (non-commercial) will be conducted for restoration purposes, such as weed
control, hand selective thinning of young alder, planting of native tree species to restore older forest
habitat. These activities will be detailed in the proposed Stewardship Plan.
9 b. Describe how the acquisition or proposed easement will likely preserve and/or enhance soil, water quality,
watershed function and wildlife habitat.
Complete protection of the parcel will allow for full preservation and restoration of soils, water
quality, and other watershed functions over time.
9 c. Does this project preserve a mix of quality farmland and forestland?
This specific project involves forestland and habitat protection and does not include agriculture.
However, if the definition of agriculture is broadened to include native food foraging, the Property
has potential for gathering of black truffles and other edible mushrooms and deer hunting. In
addition, although this property does not include agricultural lands, within the context of the large
conservation effort for the Tarboo-Dabob Bay watershed, NWI, JLT, and partners are preserving a
mix of agricultural lands, forestlands, wetlands, and wildlife habitats.
10
2025 CFF Program Application
10. To what degree does this project increase resiliency to and mitigation of climate change, and is
the project’s scale significant in regards to increasing climate resiliency?
10. Describe how this project will increase resiliency to and mitigation of climate change. Is the project’s scale
significant in regards to increasing climate resiliency?
This project will increase habitat and wildlife resilience to climate extremes of winter flooding and
summer high temperatures by:
1) protecting riparian vegetation and their undisturbed steep slopes that are vulnerable to
increased erosion and sediment impacts to stream habitats during winter flooding, and
2) protecting riparian forests and their ability to provide shade that will help reduce summer
stream temperatures and impacts to fish.
11. What area does the project serve?
11 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.
Although the project acreage is small, it benefits a broad county area because it is a key part of a
conservation project that extends from the headwaters of Tarboo Creek to the state’s Dabob Bay
Natural Area to protect and restore habitats and wildlife connectivity on a landscape scale. In
particular, the project proposes protection of a critical section of Yarr Creek, where, if developed,
there would likely be outsized impacts on downstream salmon habitat, adjoining protected habitats
of the Leopold-Freeman Forest and the Tarboo Wildlife Preserve, and potentially the water quality of
Dabob Bay, regionally important for shellfish production and public recreation.
11 b. Is the project located in an area that is under-represented by CFF funded Projects? Areas that Conservation
Futures has not been able to support to date include, Toandos Peninsula, Dosewallips Valley, Bolton Peninsula,
and the West End.
No.
12. To what degree is the applicant committing to providing educational opportunities, interpretive
opportunities, and/or serve as a general community resource that does not reduce the conservation
value(s) of the project?
12. Describe the educational or interpretive opportunities that the applicant will provide for 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 that will not reduce the conservation value(s) of the
project.2 Provide the time frames when each of the above will be implemented.
The Property is easily accessible from Center Road and NWI plans to use it as site for supervised field
trips of the Tarboo watershed for NWI’s education programs for students and community members.
As described in the letter from the Port Gamble S’Klallam Tribe, the Property will also serve an
important place for the Tribes to pass on traditions of sustainable gathering of forest plants used for
cultural purposes and ceremonies.
2 The words “education” and “interpretation” are interpreted broadly by the CFF Committee.
11
2025 CFF Program Application
The Property is also available for public access by prior permission, including deer hunting, berry
picking, and mushroom picking, three important recreational uses in rural areas
13. To what degree does the project preserve historic or culturally significant resources3?
13. The proposed acquisition
__ includes historic or culturally significant resources4 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.
__ none of the above.
If affirmative in any of the above, please describe below, and cite or provide documentation of the historical
cultural resources.
Please see letter from Laura Price, Cultural Resources Director for the Port Gamble S’Klallam Tribe,
that attests to the importance of this Property for preserving and restoring cultural resources.
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 forest is easily accessible and will
provide resources for tribal uses, such as cedar bark for basket weaving. If funded, the project will
permanently conserve the forest while allowing sustainable harvest and gathering to maintain tribal
cultural traditions.
Standalone O & M Projects
14. Applications for standalone Operation and Maintenance funding to be scored on a scale of 1-
100 based on information provided. Consider the CFF Manual and the topics below, for example:
14. Please describe in detail, the reason O & M funds are needed, proposed O & M activities, and how they
protect resources cited in the original acquisition project. Attach additional information such as up-to-date
stewardship plan, maps, field reports, work plan, budget, timeline, etc., to support the application, if appropriate.
O & M projects must address a compelling, immediate need. Specifically include whether the project has an up-
to-date stewardship plan. If there is such a plan, is it being implemented and is the proposed O & M work
specifically included in the plan? Also, describe any unforeseen or urgent threats to the resource conservation
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.
Figure 1. Project location within the Tarboo Creek-Dabob Bay and Hood Canal watersheds.
Proposed
Project
Figure 2. Project location within the Tarboo Creek watershed.
Project
Figure 3. The proposed acquisition adjoins permanently conserved lands of the Leopold-Freeman
Forests (hatched lines) and upstream of NWI’s Tarboo Wildlife Preserve (green).
Project
Figure 4. The project is along Upper Yarr Creek (mapped in red) that flows to the Tarboo Widllife
Preserve.
Figure 5. Lydar show the project in relation to Yarr Creek and tributaries in ravines.
+
–
Address, Owner or PIN
Upper Yarr Creek
Project NWI - Tarboo
Wildlife PreserveLeopold -Freeman
Forests - CE protected
+
–
Upper Yarr Ck
Figure 6. Arial photo showing actual stream course and riparian vegetation through the property.
Figure 7.Lydar image showing Upper Yarr Creek in ravine that runs through the property. Orange line is
incorrect stream location shown on Jefferson County GIS.
+–
+
–
Upper Yarr Ck
Project
Figure 8. Upper Yarr Creek and riparian forest on the property. Most of the property is Priority Habitat.
Figure 9. Mixed mature native forest on the property.
Figure 10. Steep side slope in Upper Yarr Creek ravine.
Figure 11. The south side of property includes younger hardwood forest.
Figure 12. Western toad, a state listed at-risk species, has been found nearby and is expected to use
forest habitat on the property.
Jefferson 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}
P a g e 1 | 4
Members Present: Tom Backman, District 3; Carol Bernthal, District 1; Laurie de Koch, District
3; Tom Ehrlichman, District 2; Rob Harbour, Interest – Working Lands; Richard Jahnke, Interest
– Coastal Areas; Cheryl Lowe, Interest – Habitat Values; E. Ryan McMackin, Interest – Wetlands;
Joanne Pontrello, Chair, District 2; Ron Rempel, Vice Chair, Interest – Wildlife Conservation
Biology; Robert Simmons, Interest – Watersheds; Dave Wilkinson, District 1
Members Absent: None
County Staff Present: Tami Pokorny, Natural Resources Program Coordinator; Tressa Linquist,
Clerk, Environmental Public Health
Others Present: Peter Bahls of Northwest Watershed Institute
I. Call to Order, Roll Call, Determination of Quorum
Chair Joanne Pontrello called the meeting to order at 2:05 PM. Roll call was performed. All
members were present, quorum was met.
Tressa informed the group that measures were taken to increase Zoom security since the last
meeting, and that a transcript was now being generated along with the Zoom recording.
II. Public Comments
None.
III. Summary of previous meeting
Tom B moved to approve the 04/01/2025 meeting summary. Bob seconded. The meeting
summary was approved by consensus.
IV. Old Business
Approval of amended 02/19/2025 meeting summary: Tom E was satisfied with his requested
changes to the summary. Rick moved to approve, Tom E seconded. The meeting summary was
approved by consensus.
V. Sub-Committee Reports
Materials: The Sub-Committee has not met since our last meeting and had no updates.
Storymap: Sub-Committee (Rob, Cheryl, Tressa) will meet 04/23/2025 at JCPH at noon to begin
site redesign. Now is a great time to join.
Note a correction to what was stated in the meeting: There are two spots available on the
Storymap Sub-Committee, not one. Each Sub-Committee may have up to four members.
Jefferson County Conservation Futures Fund (JCCFF)
Special Meeting: Hybrid between JCPH and Zoom Connection
April 01, 2025 from 2:00 to 4:30 PM
DRAFT Summary
P a g e 2 | 4
VI. New Business
Conflict of interest review
Tressa displayed again the three questions each CFFCOC member should ask of themselves
regarding conflicts of interest and the projects/lands up for consideration (crafted in 2002 by
county Chief Civil Deputy Prosecuting Attorney, David Alvarez). Time was allowed for reflection
and voicing of recusal. No conflicts of interest were reported.
• Do you, as a member of the CFFCOC, stand to gain or lose any financial benefit as a
result of the outcome of this hearing?
• Are you, as a CFFCOC member, unable to hear and consider this application in a fair and
objective manner, i.e., without bias and without a predisposition to any particular result
regarding this application?
• Have you, as a CFFCOC member, engaged in any communication outside this hearing
with either a proponent or opponent of this particular application?
2025 Funding
The amount of funding available for this CFF cycle is estimated to be ~$321,000. This includes
$252,000 from 2024 revenues and ~$69,000 in funds returned from the cancelled North
Barry/Snow Creek project. These numbers need to be finalized with the Finance department,
but with the total request this cycle being $230,500, it is safe to assume that there are sufficient
funds available to grant each project in full, should the Committee vote to do so.
2025 funding requests
Deerfoot Forest $110,000
Upper Yarr Creek $26,000
Toandos Forest $94,500
Robert’s Rules of Order
A simplified procedure for conducting meetings using Robert’s Rules of Order was displayed as
a refresher for the group. Any motions made should be stated clearly, following the procedure,
and each member should be given an opportunity to speak before a member may speak again.
Respect and decorum are expected.
2025 Project Application Scoring Review and Ranking
Tressa displayed a workbook showing individual and cumulative scores for the three 2025
project applications. The 70% cutoff for automatic eligibility (outlined in the Manual, page 4) is
177 points (0.7*253 total points allowed). Average scores were displayed. Toandos Forest
exceeded the cutoff, Deerfoot Forest and Upper Yarr Creek fell below the cutoff. %CVs for each
project showed the Committee was more divided on the Deerfoot project, less so on Upper
Yarr and Toandos Forest.
Project Name Score %CV
Deerfoot Forest 163 64%
Upper Yarr Creek 167 66%
P a g e 3 | 4
Toandos Forest 191 70%
It was noted that projects may still be recommended for funding despite falling below the 70%
cutoff, if compelling reasons are brought forward during the discussion. This has occurred many
times in the past. Questions on the score sheet are up for personal interpretation. Some
members score projects based on inherent values, other members score projects relative to
each other. Often there are broader benefits and/or conservation values that are not captured
in the scoring process.
Rob Harbour removed himself from the discussion and sat-in as a member of the public, having
missed the project presentation meeting and thus being ineligible to vote this cycle.
Members were given an opportunity to revise their submitted individual scores if new
perspectives had been gained. Ultimately, it was decided that a more appropriate approach
would be to leave the scores as-is and make recommendations based on the arguments
presented during today’s discussion. Are these lands key open spaces that are worthy of public
investment? Do they meet the criteria outlined in JCC for preservation of unique and valuable
resources?
Discussion began with scores for Deerfoot Forest. Some committee members expressed that
their final scores did not reflect their overall opinion on the project’s value. The property is a
significant area (37 acres) of mature forest surrounded by residential property and commercial
forests, much of which have been recently logged. It will take the surrounding landscape many
years to develop into the mature and diverse condition Deerfoot is in. An ecological “island.” It
has hydrologic value to two watersheds. If not conserved, the two parcels may be sold
individually in the future, perhaps for development or forestry. The current owners have
demonstrated a long-term commitment to stewarding diversity. They are open to having
opportunities for community education. Ryan moved to deem Deerfoot Forest worthy of
funding, and Tom E seconded. The motion was passed by consensus. There was no further
discussion on the project. Carol moved to fully fund Deerfoot Forest at $110,000. Tom B
seconded. The motion to fully fund Deerfoot Forest was passed by consensus.
Discussion moved to Upper Yarr Creek. This project had a lower level of deviation, meaning the
committee were in greater agreement about the final score. Protecting this parcel, which has
Yarr Creek flowing through it at the base of a steep hill, will protect the stream from erosion or
human impacts to the hillside. It is a small parcel, but it is very vulnerable. The fact that NWI
already owns the parcel was discussed – if it is owned by a conservation entity, is it actually
threatened? NWI is asking to be reimbursed/rewarded for taking on the risk. The committee
should consider this potential scenario in their revision of the program materials. The real
estate market is dynamic and fast-paced, and CFF is not an agile program. The parcel is part of a
well-managed, larger conservation plan. Ron moved that Upper Yarr Creek be deemed worthy
of funding. Ryan seconded. The committee voted 11 in favor, 1 against. The motion passed.
There was no further discussion. Ryan moved to fully fund Upper Yarr Creek at $26,000. Laurie
seconded. The committee voted 11 in favor, 1 against. The motion to fully fund Upper Yarr
Creek passed.
P a g e 4 | 4
Toandos Forest was briefly discussed. This project met the 70% cumulative score requirement
to be “automatically worthy” of funding. It also showed the least amount of variation among
the group. The property is valuable and unique as it is in an area underserved by CFF (Toandos).
Bob moved to fully fund the project at $94,500. Ryan seconded. The motion to fully fund
Toandos Forest passed by consensus.
Public Comment
Peter Bahls of NWI gave thanks to the program and to the committee for their efforts this cycle,
and recognized that the grant process is a lot of work for the group.
Ron asked if it could be possible to reserve a portion of the dollars for a future larger project,
such as something on the West End. Staff should investigate, and perhaps a sub-committee
should be formed to deliberate.
Formation of “Resources” Sub-Committee
This committee will generate a set of resources for the CFFCOC that are relevant to
conservation in Jefferson County – habitat, cultural resources, agriculture, large scale
processes, climate change, etc. What do CFFCOC members need to know to determine if a
property is biologically important? What are the specific criteria in RCW and JCC that should be
met? What are the biggest conservation issues faced by the county? Perhaps there could be
guest lectures. Ron, Carol, and Tom B will make up the sub-committee.
Tom E asked that the Materials Sub-Committee consider removing or restructuring application
question 14, O&M. The question is confusing and was not answered by any applicants this
cycle. The Materials Sub-Committee still plans to overhaul the application this fall. What is the
most efficient grant award process others have engaged in?
It would be helpful to have more training for CFF, perhaps running through a dummy proposal.
Can be hard to evaluate as a new member, this will help with consistency.
VII. Next meeting date
There are no additional meetings scheduled at this time. Joanne will present the committee’s
recommendations to the BoCC soon, Tressa to schedule and inform the group. There will also
be a public hearing after that where additional comments may be made. It was agreed that
September would be a good time to meet again to discuss sub-committee findings.
VIII. Announcements
None.
IX. Public Comment
Thanks were given to Tressa for her work and growth over in her position over the last year.
X. Adjournment
The meeting was adjourned at 3:59 PM.
Meeting summary prepared by Tressa Linquist.
JJEEFFFFEERRSSOONN CCOOUUNNTTYY
DDEEPPAARRTTMMEENNTT OOFF CCOOMMMMUUNNIITTYY DDEEVVEELLOOPPMMEENNTT
621 Sheridan Street, Port Townsend, WA 98368 | Web: www.co.jefferson.wa.us/communitydevelopment
Tel: 360.379.4450 | Fax: 360.379.4451 | Email: dcd@co.jefferson.wa.us
__________________________________________________________________________________________
SquareONE Resource Center | Building Permits & Inspections | Development Review | Long Range Planning
TO: Tami Pokorny, Natural Resources Program Coordinator, Jefferson County Water
Quality and Environmental Health
FROM: Joel Peterson, Associate Planner
DATE: May 23, 2025
RE: 2025 Jefferson County Conservation Futures Program Property Acquisition
and/or Operations and Maintenance Project Applications
Summary of DCD Findings for 2025 Conservation Futures Program:
The Department of Community Development (DCD) has reviewed the proposed 2025 Jefferson
County Conservation Futures Program Property Acquisition and/or Operations and Maintenance
Projects and provides the following findings.
Summary:
When a local government chooses to use Conservation Futures Fund money to purchase an
interest in land, it must consider and analyze whether taking land out of the ‘stock’ of land that
can be developed leaves enough land subject to development to accommodate allocated
housing and employment growth (RCW 84.34.240). From our analysis, we find that the
proposals, totaling ca. 44 acres, do not negatively impact housing supply or employment
growth.
Methods:
Housing Analysis: DCD reviews the estimated number of potential dwelling units that may be
forgone by the Conservation Futures actions and the effect this may have on the County’s ability
to accommodate our projected 20-year population growth within the 2018-2038 planning period
contemplated in our current comprehensive plan, and also using recently available population
data from the Office of Financial Management considered in the draft 2025-2045
Comprehensive Plan Periodic Review. Any determination made in this exercise is only an
estimate based on current zoning and a map review of possible site conditions, including a site
development and Critical Areas review.
Project Name Project Type
1. Deerfoot Forest—Two Parcels Easements
2. Toandos Forest Acquisition & Restoration
3. Upper Yarr Creek Protection Acquisition
2
Employment Growth Analysis: Potential impacts resulting from the Conservation Futures
program actions on Jefferson County’s ability to provide for anticipated employment growth
through the next 20-year planning horizon were reviewed. Observations were made of current
employment conditions on the parcels and in the vicinity of the project parcels, prevalent
employment sectors in the area, and consideration of any other potential effects resulting from
conservation action that may limit or enhance the County’s ability to provide for economic
development or jobs.
Findings:
1. Housing. The proposed easements and acquisitions of the 2025 Conservation Futures
program would be for conservation purposes. All 2025 projects have Rural Residential
zoning. Extinguishing development rights could preclude the future opportunity for
approximately four (4) total new theoretical residential units—including single-family
residential dwelling units (SFRs) and accessory dwelling units (ADUs). The theoretical
yield is primarily based on acreage, vis-à-vis the ability to develop the parcels or further
subdivide. The subject parcels were not found to have Critical Areas to the extent that
residential development would be restricted.
Jefferson County has documented a surplus of vacant and underdeveloped parcels,
beyond that which is necessary to accommodate the land needs of the County’s
projected population during the 20-year planning period (2018-2038 Comprehensive
Plan Land Use Element). Also, projected growth rates for Jefferson County to 2045
remain at about the current rate of 1%. As found in past evaluations, the proposed 2025
conservation actions do not reduce the County’s capacity to accommodate future
planned growth.
2. Employment Growth. No commercial areas are included in the protected properties.
Employment or business development that could be forgone by loss of residential
dwelling units or employment use of the land is not directly apparent. Potential
employment opportunity may include home business or cottage industry opportunities.
There is no evidence to suggest that a reduction or shortage of residential parcels that
could support home business or cottage industry would be caused by these
Conservation Futures projects. Employment in the project areas would likely consist of
home businesses, cottage industries or within agriculture and natural resources sectors.
Jefferson County has identified natural resource conservation as playing a positive role
for economic development, contributing to a draw—as opposed to a loss—of economic
development interests and potential employment growth to the area due to the quality of
life and healthy environment.
Additional Findings from the Jefferson County Comprehensive Plan:
3. The action is consistent with the goals and policies of the Jefferson County
Comprehensive Plan for the preservation and enhancement of open space. The
Jefferson County Comprehensive Plan identifies goals and policies for the preservation
and enhancement of open space as follows:
3
a. Policy LU-P-15.2 Protect open space consistent with the goals and policies of this
plan and in cooperation with County Conservation Futures and other land
conservation programs.
b. Open Space Goal OS-G-1 guides Jefferson County to “Preserve and improve the
quality, value and extent of open space lands.” Open Space Policy OS-P-1.4
“Identify and conserve critical wildlife habitat, including nesting sites, foraging areas,
and migration corridors within or adjacent to natural areas, open spaces, and
developed urban areas. Preserve especially sensitive habitat sites that support
threatened species and wildlife habitat in developed areas.”
c. Natural Resources Goal NR-G-1 guides Jefferson County to “Encourage the
conservation and long-term sustainable use of resource lands so their continued
future use will not be precluded by other uses; and encourage the long-term
sustainability of natural resource-based economic activities through Jefferson County.
d. Economic Development Goal ED-G-6 guides Jefferson County to “Encourage
economic development that sustains natural resources and open spaces, protects
environmental quality, encourages non-motorized recreation and transportation, and
enhances Jefferson County’s overall quality of life.”
4. None of the proposals include property in an Urban Growth Area or Rural Commercial
area.
Scope of Review:
This review is conducted solely to ascertain the current Conservation Futures project’s potential
effect on housing supply and Employment growth. Any statements about the potential for future
development or land divisions is predicated upon many factors for site suitability. All applicants
are encouraged to take advantage of Community Development’s customer assistance programs
so that technical provisions of Jefferson County Code can be explained and applied to particular
site-specific situations.
Attachment 1: 2025 Conservation Futures Housing and Employment Analysis Spreadsheet
Attachment 1: CONSERVATION FUTURES HOUSING AND EMPLOYMENT ANALYSIS 2025
PROJECT NAME
APN Zoning
District
Project
Acreage
Current SFR+ADU Additional Theoretical
SFR Yield of Project
Acreage
ADU
Allowance
Est. Net New
Theoretical
D.U./ADU
Site Characteristics Housing Employment/Jobs
Deerfoot Forest Easement Both parcels are forested, gently sloping
from N to S, 540 to 460 feet elevation. Road
access present with some site development.
The northern parcel has a primary residence
and an accessory residence. There are no
critical areas that would preclude further
residential development. Both parcels are
identified by WDFW Priority Habitats and
Species data to provide marbled murrelet
habitat, though the area is not highlighted in
the Marbled Murrelet--USFWS critical area
map.
Both subject parcels are bounded by private and
state timber lands, with clear-cut parcels to the
east. Natural resources employment sector.
Cottage Industry and Home Business allowed.
Northern parcel 701052002 RR-20 28 2 0 0 0 One house and one ADU. No additional
residential capacity.
Southern parcel 701052011 RR-5 8.89 0 1 1 2 The parcel is vacant. The road segmentation
of APN 701052011 by Dabob Road at Center
Road, creates an area of 0.17 acres (7381
s.f.) which is not adequate to support
residential development individually.
36.89 2 1 1 2
PROJECT NAME APN Zoning
District
Acreage Current SFRs Additional Theoretical
SFR Yield
ADU
Allowance
Est. Net New
Theoretical
D.U./ADU
Site Characteristics Housing Employment/Jobs
Toandos Forest
Acquisition & Restoration
701153003 RR-5 6.38 0 1 1 2 The parcel is forested, and bounded by state
DNR Forest Lands. Upper watershed for fish-
bearing stream. Parcel slopes W to E, 528 to
470 feet elevation. Slight landslide hazard
mapped over east 2/3 of parcel (downslope).
WDFW Priority Habitats and Species
coverage identifies the area a Northern
spotted owl habitat, but not shown on
USFWS map.
Old residential structure will be removed.
The theoretical D.U. count is based on a
vacant parcel.
Land use/employment is characterized as
forestry. Cottage Industry and Home Business
allowed.
6.38 0 1 1 2
Page 1 of 2
PROJECT NAME APN Zoning
District
Acreage Current SFRs Additional Theoretical
SFR Yield
ADU
Allowance
Est. Net New
Theoretical
D.U./ADU
Site Characteristics Housing Employment/Jobs
Upper Yarr Creek Protection 801293003 RR-5 1.03 0 0 0 0 This one-acre vacant site lies along Center
road ROW, and is bounded to the north by
Old Tarboo Road. It is situated in the upper
watershed of Tarboo Creek. There is a fish-
bearing stream (Yarr Creek) which bisects the
parcel. After applying road and stream
buffer setbacks, there is only ca. 0.10 acre
(4183 square feet) remaining--inadequate for
residential development.
Parcel limited by size and critical areas for
residential development.
The small parcel is adjacent to, mostly
surrounded by, private forest lands. Natural
resources employment sector. Cottage Industry
and Home Business allowed.
1.03 0 0 0 0
Summary Totals:44.3 2 2 2 4
Page 2 of 2
Always working for a safer and healthier community
615 Sheridan Street
Port Townsend, WA 98368
www.JeffersonCountyPublicHealth.org
Community Health Environmental Public Health
Developmental Disabilities Water Quality
360-385-9400 360-385-9444
360-385-9401 (f) (f) 360-379-4487
TO: Jefferson County Board of Commissioners
FROM: Joanne Pontrello, Chair
Conservation Futures Fund Citizen Oversight Committee
DATE:
SUBJECT: Conservation Futures Fund Citizen Oversight Committee – 2025 funding round
recommendations
As the Chair of the Conservation Futures Fund Citizen Oversight Committee (CFF Committee), I am
writing to provide you with our funding recommendations for the 2025 cycle. As authorized in RCW
84.34 and by the direction of the Jefferson County Board of County Commissioners, the CFF
Committee receives and reviews applications from the community to fund projects that will
conserve lands as open space for compatible economic uses, habitat for fish and wildlife, and
enjoyment.
This past March, the CFF Committee received three applications for consideration in this cycle, that
are presented with this memo. Also presented are the Sponsors’ responses to some clarifying
questions asked by the Committee.
Two projects are sponsored by Northwest Watershed Institute (NWI), and one by Jefferson Land
Trust (JLT). These sponsoring agencies meet the requirements of “nonprofit nature conservancy
corporations”, as defined by RCW 84.34.250. All three projects are located in Jefferson County and
outside of the City of Port Townsend.
• Deerfoot Forest – JLT requests $98,000 in acquisition funding and $12,000 in O & M funding
for a total request of $110,000 towards a conservation easement (JLT provides 51%
matching funds).
• Toandos Forest – NWI requests $76,000 in acquisition funding and $18,500 in O & M
funding for a total request of $94,500 towards a fee simple purchase (NWI provides 50%
matching funds).
• Upper Yarr Creek – NWI requests a total of $26,000 in acquisition funding toward a fee
simple purchase (NWI provides 50% matching funds).
This 2025 funding cycle, there are $323,200 in CFF funds available to support these projects. The
total amount requested is $230,500.
CFF Committee members toured the project sites on March 11th, and Sponsors made presentations
about their projects and answered initial questions during our April 1st CFF Committee meeting.
Additional questions raised by the Committee were provided to, and answered by, Sponsors
Always working for a safer and healthier community
Community Health Environmental Public Health
Developmental Disabilities Water Quality 360-385-9400 360-385-9444
360-385-9401 (f) (f) 360-379-4487
through staff over email. Each Committee member separately scored the projects on a set of 13
criteria in order to assess the merits of protecting each property for open space and the likelihood of
project success. The project ranking, as determined by the scores, was reviewed, discussed, and
confirmed at the April 22nd meeting.
The CFF Committee ranked the projects as follows:
1. Toandos Forest – 199 average points (75% of total available points)
2. Upper Yarr Creek – 167 average points (66% of total available points)
3. Deerfoot Forest – 163 average points (64% of total available points)
Neither Deerfoot Forest nor Upper Yarr Creek scored at or above the 70% cutoff score required by
the Program Manual to be automatically considered worthy of funding. In both cases, the
committee saw that the conservation values of the projects were in actuality worthy of funding for
the following reasons: Deerfoot Forest is an “ecological island” that has been managed well and has
developed into a mature forest over the last 50 years. It has hydrologic value for two watersheds,
which are protected further downstream. Upper Yarr Creek is a small, yet important property which
is adjacent to a much larger preserve, and the conservation values are well-worth the low price of
the property. If not preserved, it is likely that this section of the creek will see significant
disturbance, which could compromise the work already being done downstream to project salmon
habitat.
After review of the scoring data, and further discussion and evaluation, the Committee arrived at
the following funding recommendations:
• The Committee voted unanimously that Toandos Forest is worthy of funding. By a second
vote, we unanimously recommended full funding at the requested amount of $94,500.
• The Committee voted eleven (11) in favor and one (1) against that Upper Yarr Creek is
worthy of funding. By a second vote, the Committee voted eleven (11) in favor of and one
(1) against recommending full funding at the requested amount of $26,000.
• The Committee voted unanimously that Deerfoot Forest is worthy of funding. By a second
vote, we unanimously recommended full funding at the requested amount of $110,000.
I would like to express my gratitude to the Sponsors for submitting these projects, and to the other
CFF Committee members for their time and dedication in evaluating these proposals.
If you have any questions, please do not hesitate to contact me at pontrello@gmail.com, or Tami
Pokorny at tpokorny@co.jefferson.wa.us. I look forward to attending the public hearing when you
consider these recommendations and will be happy to discuss them at that time as well.
Thank you for your consideration of the CFF Committee’s recommendations for the 2025 funding
cycle.
Always working for a safer and healthier community
Community Health Environmental Public Health
Developmental Disabilities Water Quality 360-385-9400 360-385-9444
360-385-9401 (f) (f) 360-379-4487
Sincerely,
Joanne Pontrello
Conservation Futures Fund Citizen Oversight Committee, Chair