Nonprofit · EIN 33-0700417
SAN BERNADINO MOUNTAINS LAND TRUST
Tax-exempt · LK ARROWHEAD, CA 92352
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $304,445 | $181,990 | $122,455 | $13,768,042 | $58,494 | $13,709,548 |
| December 31, 2023 | 990 | $164,664 | $233,887 | -$69,223 | $13,637,868 | $50,775 | $13,587,093 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $190,131
- of which government grants
- $28,574
- Program service revenue
- $0
- Investment income
- $59,026
- Net rental income
- $55,012
- Net income from sales of inventory
- $276
- Other revenue
- $55,288
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $66,593
- Other salaries and wages
- $47,819
- Salaries, compensation and benefits (total)
- $127,195
- Professional fundraising fees
- $0
- Accounting fees
- $2,270
- Travel
- $624
- Program services (functional)
- $174,408
- Management and general (functional)
- $7,582
Balance sheet and other
- Total assets, start of year
- $13,637,868
- Total assets, end of year
- $13,768,042
- Total liabilities, end of year
- $58,494
- Net assets, end of year
- $13,709,548
- Land, buildings and equipment
- $8,947,454
- Publicly traded securities
- $1,576,573
- Net assets without donor restrictions
- $12,973,908
- Net assets with donor restrictions
- $735,640
- Gross receipts
- $305,345
- Employees
- 4
- Volunteers
- 25
- Year formed
- 1996
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEVIN KELLEMS | SECRETARY Trustee or director, Officer | 40 | $66,593 |
| PETER JORRIS | PRESIDENT Trustee or director, Officer | 20 | $0 |
| POLLY SAUER | VICE PRESIDENT Trustee or director, Officer | 5 | $0 |
| JERI SIMPSON | TREASURER Trustee or director, Officer | 10 | $0 |
| SANDY STEERS | DIRECTOR Trustee or director | 1 | $0 |
| ED WALLACE | DIRECTOR Trustee or director | 1 | $0 |
| CRAIG CARPENTER | DIRECTOR Trustee or director | 5 | $0 |
| RANDY BUECHELER | DIRECTOR Trustee or director | 1 | $0 |
| NICK REKSTEN | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEVIN KELLEMS | SECRETARY Trustee or director, Officer | 40 | $70,958 |
| PETER JORRIS | PRESIDENT Trustee or director, Officer | 20 | $0 |
| POLLY SAUER | VICE PRESIDENT Trustee or director, Officer | 5 | $0 |
| JERI SIMPSON | TREASURER Trustee or director, Officer | 10 | $0 |
| SANDY STEERS | DIRECTOR Trustee or director | 1 | $0 |
| ED WALLACE | DIRECTOR Trustee or director | 1 | $0 |
| CRAIG CARPENTER | DIRECTOR Trustee or director | 5 | $0 |
| RANDY BUECHELER | DIRECTOR Trustee or director | 1 | $0 |
| NICK REKSTEN | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 490, LK ARROWHEAD, CA 92352-0490
- In care of
- % VALERIE WILSON
- Principal officer (990 for 2024)
- PETER JORRIS, PO BOX 490, LAKE ARROWHEAD, CA 92352
- Signed the 990
- JERI SIMPSON, TREASURER
- Phone
- (909) 867-3536
- Website
- SBMLT.NET/
- Return prepared by
- SMITH MARION & CO
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0700417 or by the name SAN BERNADINO MOUNTAINS LAND TRUST.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
THE SAN BERNARDINO MOUNTAINS LAND TRUST IS DEDICATED TO THE ACQUISITION OF FOREST OPEN SPACE AND WILDLIFE HABITAT ON PRIVATE LANDS WITHIN THE BOUNDARIES OF THE SAN BERNARDINO NATIONAL FOREST TO HELP ENSURE LASTING PUBLIC BENEFIT TO THE NATURAL MOUNTAIN ENVIRONMENT.
Program accomplishments
- CONSERVATION STEWARDSHIP PROGRAM: THE ORGANIZATION MANAGED AND MAINTAINED SEVEN NATURAL FOREST ECOLOGICAL PRESERVES COMPRISING OVER 1100 ACRES WITH THE SAN BERNARDINO NATIONAL FOREST FOR HABITAT PROTECTION AND PUBLIC ACCESS. THESE PRIVATE PRESERVES ARE OPEN TO THE PUBLIC FOR PASSIVE RECREATIONAL ENJOYMENT, SUCH AS HIKING, BIRD WATCHING, OUTDOOR PHOTOGRAPHY AND EQUESTRIAN USE, AS WELL AS SCIENTIFIC RESEARCH AND ENVIRONMENTAL EDUCATION. THE ORGANIZATION CONTINUED TO WORK WITH THE CALIFORNIA DEPARTMENT OF FISH AND WILDLIFE TO PROTECT ENDANGERED FISH HABITAT IN THE SHAY POND AND WET MEADOWLAND AREA OF THE NATIONAL FOREST. LIKEWISE, THE ORGANIZATION CONTINUED WORKING IN PARTNERSHIP WITH THE INLAND EMPIRE RESOURCE CONSERVATION DISTRICT TO BETTER SAFEGUARD AND RESTORE RARE AND ENDANGERED PLANT SPECIES ON THE UNIQUE PEBBLE PLAIN HABITAT FOUND ONLY IN THE BIG BEAR VALLEY OF THE SAN BERNARDINO NATIONAL FOREST. THE ORGANIZATION HAS ALSO STARTED A TREE NURSERY THIS YEAR TO GROW NATIVE TREES IN THE FOREST.Expenses $174,408
- PUBLIC OUTREACH, PUBLICATIONS AND WEBSITE: THE ORGANIZATION KEPT THE PUBLIC AND ITS SUPPORTERS INFORMED OF PROGRESS, EVENTS, AND ACCOMPLISHMENTS THROUGH OUR WEBSITE, EMAIL BLASTS, MAILINGS, AND NEWSLETTERS.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 33-0700417
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1996
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Environment (C340)
- Assets (IRS master file)
- $13,768,042
- Income (IRS master file)
- $305,345
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $304,445 | $181,990 | $13,768,042 | IRS |
| 990 | December 2023 | $164,664 | $233,887 | $13,637,868 | XML |
| 990 | December 2022 | $169,817 | $146,111 | $13,708,263 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 33-0700417).
Questions about SAN BERNADINO MOUNTAINS LAND TRUST
- What is the EIN of SAN BERNADINO MOUNTAINS LAND TRUST?
- The employer identification number (EIN) of SAN BERNADINO MOUNTAINS LAND TRUST is 33-0700417.
- Is SAN BERNADINO MOUNTAINS LAND TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to SAN BERNADINO MOUNTAINS LAND TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SAN BERNADINO MOUNTAINS LAND TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SAN BERNADINO MOUNTAINS LAND TRUST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SAN BERNADINO MOUNTAINS LAND TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of SAN BERNADINO MOUNTAINS LAND TRUST?
- The 990 for the year ended December 31, 2024 names PETER JORRIS.
- Who are the officers and directors of SAN BERNADINO MOUNTAINS LAND TRUST?
- The 990 for the year ended December 31, 2024 lists 9 people; 1 received compensation from the organization, the highest $66,593 (KEVIN KELLEMS, SECRETARY).
- How much revenue does SAN BERNADINO MOUNTAINS LAND TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $304,445, expenses of $181,990 and total assets of $13,768,042 at year end.
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