Okanogan Land Trust
Nonprofit profile at a glance
- EIN
- 943112454
- IRS 990 coverage
- 2011–2024
- Forms available
- Form 990 2024
- Location
- Okanogan, WA, USA
- Phone
- 5095576306
- Rating
- 77
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Natural Resources Conservation and Protection
Reported finances
- Revenue
- $1,550,657
- Expenses
- $642,218
- Assets
- $2,886,643
- Liabilities
- $22,271
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
10 people listed
Executive titles in this filing
- MATT DANIELSON (VICE-PRESIDENT)
- MARGARET HARTZELL (PRESIDENT)
- KATHERINE MILLER (EXECUTIVE DIRECTOR)
Highest reported compensation
- KATHERINE MILLER (EXECUTIVE DIRECTOR): $69,960 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The trust collaborates with landowners, community members, organizations, and businesses to conserve and protect natural landscapes, wide open spaces, working farms and ranches, clean air and water, and abundant wildlife.
What it reported doing in 2024
Conservation and stewardship: okanogan land trust continued its work to conserve and steward land and water resources. Olt accepted two conservation easements: one was funded by grants from the Washington state recreation and conservation office and the national resources conservation service; the other was transferred to olt from its original grantee. We made substanial progress on five additional conservation easement projects; three are funded through state and/or federal grants. We also worked with the methow okanogan beaver project on the second of two projects funded by the Washington state department of ecology which, when completed, will result in conservation easements and ecological restoration on a property with important riparian habitat. In total these five projects represent over 4,000 acres of agricultural land, wildlife habitat and priority streams. We also continued to uphold our annual monitoring and stewardship obligations on each of our 35 existing conservation easements, addressing potential violations of the easement terms and supporting landowners in their management goals.
Operating model
- Revenue model
- Donor-supported. 73% of the money available for current operations came from contributions and gifts.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and some filing-based governance responses are negative or unanswered.
Rating breakdown
- Financial Efficiency: 58
- Transparency & Controls: 86
- Accountability: 95
- Sustainability: 81
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 36.2%; rating input score 36
- Program expense ratio: 84.8%; rating input score 85
- Fundraising efficiency: $74.36 raised per $1 spent on fundraising; rating input score 83; 83rd percentile among comparable filings
Transparency & Controls
- Consistency checks: 92.9%; rating input score 93; 19th percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 7 of 8 controls in place; rating input score 88
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 58.6%; rating input score 94; 94th percentile among comparable filings
- Total-asset coverage ratio: 4.49; rating input score 83; 83rd percentile among comparable filings
- Liabilities to assets ratio: 0.01; rating input score 71; 71st percentile among comparable filings
- Officer compensation ratio: 10.9%; rating input score 34; 34th percentile among comparable filings
Growth
- Program expense growth: 13.1% per year; rating input score 100; 71st percentile among comparable filings
- Revenue growth: 11.4% per year; rating input score 100; 71st percentile among comparable filings
- Asset growth: 11.3% per year; rating input score 100; 63rd percentile among comparable filings
Details
- Where the money goes: 36.2% of revenue deployed · 84.8% of spending went to programs
- Governance: 9 of 9 board members independent · 7 of 8 filing controls reported
- Programs: 2 filed program accomplishments · $545K in reported program spending
- Leadership: top reported pay $70K · 10 people listed
- Consistency: 27 of 28 current checks pass · 1 finding to review
- Schedules: 5 filed schedules · includes major donors
- Filing history: 10 filing years from 2011 to 2024
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Financial Efficiency: Mission deployment rate scored 36/100.
- Review — Accountability: Governance controls: Independent financial-statement audit not reported.
- Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
- Moderate — Sustainability: Officer compensation ratio scored 34/100.