PENINSULA OPEN SPACE TRUST: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- PENINSULA OPEN SPACE TRUST (EIN 94-2392007)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-14
- IRS object ID
- 202431359349307218
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T13:57:09-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271155496 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT LEE & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 W TAYLOR STREET STE A | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95126 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942392007 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PENINSULA OPEN SPACE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PENI | BusinessNameControlTxt |
| Phone | 6508547696 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 HIGH STREET | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WALTER T MOORE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6508547696 | PhoneNum |
| Signature | 2024-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WALTER | PersonFirstNm |
| Person Last | MOORE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT R SMEAD | PreparerPersonNm |
| PTIN | P01208759 | PTIN |
| Phone | 4088556770 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WALTER T MOORE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 HIGH STREET | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $120,487,518 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://WWW.OPENSPACETRUST.ORG/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1977 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | POST PROTECTS OPEN SPACE ON THE PENINSULA AND IN THE SOUTH BAY FOR THE BENEFIT OF ALL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 63 | TotalEmployeeCnt |
| Total Volunteers | 301 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $18,830,028 | PYContributionsGrantsAmt |
| CY Contributions Grants | $20,963,923 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $340,797 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $251,653 | CYProgramServiceRevenueAmt |
| PY Investment Income | $10,907,924 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,669,468 | CYInvestmentIncomeAmt |
| PY Other Revenue | $128,199 | PYOtherRevenueAmt |
| CY Other Revenue | $869,119 | CYOtherRevenueAmt |
| PY Total Revenue | $30,206,948 | PYTotalRevenueAmt |
| CY Total Revenue | $24,754,163 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,702,643 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,286,616 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,590,718 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,693,237 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $314,476 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,766,981 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,699,980 | PYOtherExpensesAmt |
| CY Other Expenses | $15,032,513 | CYOtherExpensesAmt |
| PY Total Expenses | $19,307,817 | PYTotalExpensesAmt |
| CY Total Expenses | $29,012,366 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $10,899,131 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$4,258,203 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $318,771,213 | TotalAssetsBOYAmt |
| Total Assets EOY | $336,966,025 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,025,043 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $19,262,404 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $311,746,170 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $317,703,621 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PENINSULA OPEN SPACE TRUST (POST) PROTECTS OPEN SPACE ON THE PENINSULA AND IN THE SOUTH BAY FOR THE BENEFIT OF ALL. POST IS CREATING A NETWORK OF PROTECTED LANDS WHERE PEOPLE AND NATURE CONNECT AND THRIVE. THESE LANDS ARE PRESERVED FOREVER SO PRESENT AND FUTURE GENERATIONS... BENEFIT FROM THE CAREFUL BALANCE OF RURAL AND URBAN LANDSCAPES THAT MAKE OUR REGION EXTRAORDINARY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $14,533,401 | ExpenseAmt |
| Grant | $4,190,500 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | LAND ACQUISITION & TRANSFER:IN FISCAL YEAR 2023, POST COMPLETED AND ASSISTED A TOTAL OF 8 TRANSACTIONS THAT PROTECTED 3,853 ACRES WHILE ADVANCING SEVERAL OTHER LONGER-TERM ACQUISITIONS AND TRANSFERS.LAND TRANSACTIONSPURCHASED LAKESIDE RANCH, A 1,986-ACRE MULTI-BENEFIT PROPERTY, BRINGING THE TOTAL ACRES OF PROTECTED LAND IN AND AROUND COYOTE VALLEY TO MORE THAN 8,700PROTECTED 839 ACRES OF REDWOOD FOREST, WILDLIFE HABITAT AND WORKING ... LANDS AT ESTRADA RANCH NEAR WATSONVILLETRANSFERRED 5,100 ACRES OF CLOVERDALE RANCH IN PESCADERO TO MIDPENINSULA REGIONAL OPEN SPACE DISTRICT (MIDPEN) AFTER 26 YEARS OF POST'S CARE SUPPORTED SEMPERVIRENS FUND IN PROTECTING THE 921-ACRE CAMP JONES GULCH WITH A CONSERVATION EASEMENT, SECURING THE FUTURE OF OLD-GROWTH REDWOODS AND A BELOVED CHILDREN'S CAMP IN LA HONDAESTABLISHED AN AGRICULTURAL CONSERVATION EASEMENT ON A 90-ACRE FARM LOCATED NEAR PESCADERO ON THE SAN MATEO COUNTY COAST.ASSISTED THE SANTA CLARA VALLEY HABITAT AGENCY IN PROTECTING A 17-ACRE PROPERTY AT THE NORTHERN END OF COYOTE VALLEY, ESSENTIAL FOR WILDLIFE AND TRAIL CONNECTIVITYTRANSFERRED THE 136-ACRE CALERO LAKEVIEW PROPERTY IN SAN JOSE TO SANTA CLARA COUNTY PARKS AFTER EXTENSIVE CLEANUP AND RESTORATIONTRANSFERRED OUR REMAINING INTEREST IN THE ICONIC AND SCENIC SOUTH COWELL RANCH ON THE SAN MATEO COUNTY COAST TO MIDPEN AFTER STRENGTHENING THE TERMS OF ITS CONSERVATION EASEMENT, INCLUDING A FARMHOUSE THAT WAS SIGNIFICANTLY UPGRADED BY POST. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,633,263 | ExpenseAmt |
| Grant | $96,116 | GrantAmt |
| Revenue | $251,313 | RevenueAmt |
| Desc | LAND MANAGEMENT:POST CURRENTLY HOLDS 17,514 ACRES IN FEE OWNERSHIP AND HOLDS CONSERVATION EASEMENTS AND DEED RESTRICTIONS ON 14,574 ACRES. THE ORGANIZATION HAS AN ESTABLISHED STEWARDSHIP PROGRAM FOR THE LANDS IT OWNS THAT INCLUDES RESOURCE CONSERVATION PLANNING AND MANAGEMENT, ALONG WITH ACTIVE USES OF LAND FOR CONSERVATION GRAZING AND AGRICULTURE, SUSTAINABLE FOREST MANAGEMENT AND RESTORATION WHERE APPROPRIATE, AND DEVELOPMENT OF COMPATIBLE RECREATIONAL OPPORTUNITIES. POST WORKS TO PROTECT AND MANAGE LANDS IN ITS POSSESSION THROUGH SITE-SPECIFIC STEWARDSHIP PLANS FOR THE NATURAL RESOURCES ON EACH ... PROPERTY. POST STAFF AND VOLUNTEERS ACTIVELY MONITOR THE ACREAGE ON WHICH POST HOLDS EASEMENTS OR RESTRICTIONS. VOLUNTEERS ALSO ASSIST WITH STEWARDSHIP PROJECTS ON POST-OWNED LAND. IN TOTAL, POST LAND VOLUNTEERS CONTRIBUTED AN IMPRESSIVE 1,700 HOURS OF WORK TIME ON POST-PROTECTED LAND INCLUDING CONSERVATION EASEMENT MONITORING, PARTICIPATING IN HIGHWAY CLEAN-UPS, AND MAPPING AND TREATING INVASIVE PLANTS THAT DEGRADE NATURAL SYSTEMS. THESE ARE SOME OF THE MOST IMPACTFUL PROJECTS WE IMPLEMENTED IN ORDER TO CARE FOR THE LANDS WE PROTECT:FY23 PROJECTS SAN VICENTE REDWOODS:FIRE RECOVERY AND FOREST RESILIENCE AND RESTORATION:CREATED TWO MILES OF SHADED FUEL BREAKS AND CONVERTED 5,000 TONS OF DEAD AND DYING TREES INTO BIOCHAR AND CHARCOAL LED REGIONAL STUDY OF WOODY BIOMASS AND PILOTED INNOVATIVE TREATMENT TECHNOLOGIES, SHARING RESULTS WITH REGIONAL PARTNERS AND STATEWIDE DECISION-MAKERS- DEEPENED PARTNERSHIP WITH AMAH MUTSUN LAND TRUST TO IDENTIFY, COLLECT, AND CULTIVATE CULTURALLY SIGNIFICANT PLANTS- OPENED 7.3 MILES OF NEW TRAILS IN PARTNERSHIP WITH LAND TRUST OF SANTA CRUZ COUNTY- COMPLETED IMPROVEMENTS ON MORE THAN 3 MILES OF DAMAGED ROAD, CURBING EROSION IN THE MOST CRITICAL WATERSHED FOR CENTRAL COAST COHO SALMONINITIATED NEW AGRICULTURAL LEASE ON PEBBLE BEACH FARMS IN SAN MATEO COUNTY ENCOMPASSING OVER 80 ACRES OF FORMERLY FALLOW COASTAL FARMLAND HELPED FARMERS GET BACK TO BUSINESS AFTER THE 2023 WINTER STORMS, REMOVING LARGE, DOWNED TREES; REPAIRING CORRALS, FENCING, AND ROOFS; CLEANING UP AFTER FLOODING; AND MORE;COMPLETED THE COYOTE VALLEY ROAD ECOLOGY STUDY WITH PARTNERS PATHWAYS FOR WILDLIFE AND THE SANTA CLARA VALLEY HABITAT AGENCY. THIS STUDY ASSESSED WILDLIFE MOVEMENT BETWEEN PROTECTED AREAS IN NORTH COYOTE VALLEY, PROVIDES RECOMMENDATIONS TO REDUCE WILDLIFE-VEHICLES COLLISIONS AND MAINTAIN OR ENHANCE HABITAT CONNECTIVITY;REINTRODUCTION OF BURROWING OWL ON POST-PROTECTED LAND IN PARTNERSHIP WITH TALON ECOLOGICAL RESEARCH GROUP, VALLEY HABITAT AGENCY, AND OPEN SPACE AUTHORITY;OPENED THE AUDREY EDNA CABIN AT ALPINE RANCH TO THE PUBLIC WITH FEES SUPPORTING MAINTENANCE AND PARTNER INITIATIVES LIKE SAN MATEO COUNTY HEALTH'S PARK RX PROGRAM. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,931,060 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $340 | RevenueAmt |
| Desc | COMMUNITY OUTREACH AND EDUCATION:TO FURTHER OUR COMMUNITY GROWTH AND ENGAGEMENT EFFORTS, IN FISCAL YEAR 2023, THE ORGANIZATION CONTINUED OUR CONTENT MARKETING AND ENGAGEMENT PROGRAMS WHICH AIM TO GROW AND DIVERSIFY OUR COMMUNITY OF SUPPORTERS AND ENGAGE PROSPECTIVE DONORS. BETWEEN NEW PIECES AND UPDATES TO EXISTING CONTENT, WE DISTRIBUTED OVER 50 INFORMATIONAL PIECES SUCH AS GUIDES AND BLOG POSTS, HUNDREDS OF SOCIAL MEDIA POSTS (BOTH PAID AND ORGANIC), 3 ANNUAL MAGAZINES, AND NUMEROUS PRESS ANNOUNCEMENTS. WE ALSO INCREASED AWARENESS AND GENERATED NEW CONTACTS BY ADVERTISING WITH VARIOUS PUBLICATIONS, BOTH ONLINE AND OFF. OUR GATED GUIDES REQUIRE VIEWERS TO PROVIDE THEIR EMAIL ADDRESS AND ARE OUR MOST EFFECTIVE ... TOOL TO GENERATE NEW CONTACTS. AS A RESULT, WE ATTRACTED OVER 32,539 NEW COMMUNITY MEMBERS TO OUR DATABASE WHICH INCLUDES 193,000 CONTACTS. WE CONTINUED TO IMPLEMENT DIGITAL DONOR ACQUISITION CAMPAIGNS USING OUR CRM, SOCIAL MEDIA AND MARKETING AUTOMATION PLATFORMS TO RENEW EXISTING DONOR SUPPORT, CONVERT COMMUNITY MEMBERS INTO DONORS, AND DEEPEN ENGAGEMENT ACROSS OUR ENTIRE COMMUNITY. OUR AUGUST 2022 1,000 DONOR CHALLENGE CAMPAIGN GENERATED 1,359 GIFTS AND $188,848 IN REVENUE. SIMILARLY, OUR THREE YEAR-END DIGITAL CAMPAIGNS WHICH TOOK PLACE BETWEEN GIVING TUESDAY (THE FIRST TUESDAY AFTER THANKSGIVING) AND DECEMBER 31 GENERATED $1,478,550 IN REVENUE FROM 3,763 DONORS, WITH COMBINED REVENUE AND DONOR COUNTS UP 12% AND 9% RESPECTIVELY OVER FY22. DONOR SUPPORT REMAINED VERY STRONG THROUGH FISCAL YEAR END, WITH POST ACHIEVING ANNUAL OPERATING FUND REVENUE AND DONOR COUNTS OF $7.599 MILLION AND 9,904 RESPECTIVELY. COMMUNITY MEMBERS AND DONORS CONTINUED TO STAY CONNECTED TO POST THROUGHOUT THE YEAR VIA OUR MONTHLY NEWSLETTERS AND OUTREACH EVENTS. WE PROVIDED A ROBUST SCHEDULE OF 96 EVENTS INCLUDING VIRTUAL, IN-PERSON EVENTS IN FORMATS BOTH LARGE AND SMALL. IN A POST-COVID ERA, WE WERE ABLE TO FULLY REALIZE A SCHEDULE OF AMBASSADOR-LED HIKES, DELIVERING 4-5 IN PERSON HIKES PER MONTH OPEN TO ALL MEMBERS OF THE COMMUNITY. DURING THIS FISCAL YEAR WE ALSO LAUNCHED AFFINITY GROUP EVENTS, MEANT TO SERVE COMMUNITY MEMBERS OF UNDERREPRESENTED IDENTITIES INCLUDING SPECIFIC CULTURAL GROUPS, WOMEN, AND MEMBERS OF THE LGBTQ+ COMMUNITY. IN TOTAL, OVER 8,386 PEOPLE REGISTERED FOR OUR EVENTS WITH 4,166 PEOPLE ATTENDING, 35.6% OF WHOM WERE NEW TO OUR LIST. WE HAVE CONTINUED TO RUN A ROBUST SUITE OF DIGITAL AD CAMPAIGNS THAT INCLUDE THE FIND YOUR PLACE CAMPAIGN WHICH AIMS TO BROADEN AND DIVERSIFY OUR AUDIENCE OF SUPPORT. THIS IS SUPPLEMENTED BY ORGANIC AND PAID SOCIAL POSTING. THE FIND YOUR PLACE CAMPAIGN DELIVERED 9,055 NEW CONTACTS TO OUR DATA BASE. OTHER PAID EFFORTS PROMOTING POST-CREATED CONTENT PRODUCED OVER 20,000 NEW NAMES TO OUR LIST, ROUGHLY TWO THIRDS OF ALL NEW CONTACTS. BY MORE TIGHTLY INTEGRATING POST CONTENT, EVENTS, AND FUNDRAISING WITH THE FIND YOUR PLACE ADVERTISING ENGINE, WE SAW IMPROVED TOP OF THE FUNNEL MARKETING PERFORMANCE. FROM JANUARY THROUGH MAY OF 2023, OUR AWARENESS PROGRAM THAT INCLUDES THE FIND YOUR PLACE CAMPAIGN ENABLED 6.5M IMPRESSIONS ACROSS A REACH OF 1.1M PEOPLE AND LINK CLICKS IN EXCESS OF 85,000. OUR INSTAGRAM FOLLOWING TOPPED 30,000 AT THE END OF FISCAL YEAR 2023. ADDITIONALLY, OUR ANNUAL WEBSITE TRAFFIC INCLUDED 580,000 ACTIVE USERS, OF WHICH ABOUT 454,000 WERE NEW, 720,000 SESSIONS AND ABOUT 1M VIEWS. POST PRODUCED AND DELIVERED TWO ISSUES OF OUR LANDSCAPES MAGAZINE THIS YEAR AND ONE EDITION OF OUR ANNUAL IMPACT REPORT BOTH OF WHICH WERE DISTRIBUTED TO OVER 13,000 RECIPIENTS. ADDITIONALLY, POST PRODUCED A NUMBER OF MEDIA/NEWS STORIES IN SUPPORT OF OUR TRANSACTIONS WORK. THIS INCLUDED TWO ACQUISITION STORIES ESTRADA RANCH AND LAKESIDE RANCH, BOTH OF WHICH GENERATED FRONT PAGE COVERAGE IN THE SAN JOSE MERCURY NEWS. THE TRANSFER OF CLOVERDALE RANCH TO THE MIDPENINSULA OPEN SPACE DISTRICT ALSO GARNERED FRONT PAGE COVERAGE IN THE SAN FRANCISCO CHRONICLE, WHICH COVERED OUR AUDREY EDNA CABIN OPENING ON THE FRONT PAGE AS WELL. ALTOGETHER, OUR NEWS ANNOUNCEMENTS THROUGH THE YEAR PRODUCED ON AVERAGE 22 ARTICLES PER MONTH AND A POSSIBLE AUDIENCE REACH OF 102 MILLION. WE HAVE ALSO WORKED TO COORDINATE MESSAGING ON TRANSACTIONS TO TAKE PLACE IN FY 2024, IN ORDER TO GET IN FRONT OF VARIOUS MESSAGES AND STORIES AND ENSURE A POSITIVE VIEW OF THE POST BRAND AND IMPORTANCE OF OUR WORK IN THE MEDIA. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $22,097,724 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | Yes (1) | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 84 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 63 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK STEVENS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6508547696 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 HIGH STREET | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| SUZANNE SULLIVAN | ||||||||
| CHAIR & DIRECTOR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RAJESH MASHRUWALA | ||||||||
| VICE CHAIR & DIRECTOR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ANDREW BOSWORTH | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DENNIS DEBROECK | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SEAN DEMPSEY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROD FERGUSON | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| WENDE HUTTON | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| JENNIFER LYNCH | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ALISA MACAVOY | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MATT MILLER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SANJAY VASWANI | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EMERICK WOODS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KEN YEAGER | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KALLE DAHL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL SIMPSON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NANHI SINGH | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHERINE TSAI | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRAD O'BRIEN | ||||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| WALTER T MOORE | ||||||||
| PRESIDENT | 40.00 | Yes (X) | $367,707 | $0 | $73,293 | |||
| MARK STEVENS | ||||||||
| TREASURER & CFO/COO | 40.00 | Yes (X) | $282,550 | $0 | $58,408 | |||
| MARTHA TEDESCO | ||||||||
| CHIEF MARKETING OFFICER | 40.00 | $237,946 | $0 | $67,263 | Yes (X) | |||
| NOELLE CHAMBERS | ||||||||
| VP OF CONSERVATION | 40.00 | $229,416 | $0 | $28,062 | Yes (X) | |||
| GORDON CLARK | ||||||||
| VP OF DEVELOPMENT | 40.00 | $236,409 | $0 | $45,778 | Yes (X) | |||
| DIANE CORDOVA | ||||||||
| CHIEF TALENT OFFICER | 40.00 | $218,399 | $0 | $57,177 | Yes (X) | |||
| JUSTIN ELIOT | ||||||||
| DIRECTOR OF FINANCE | 40.00 | $198,578 | $0 | $15,766 | Yes (X) | |||
| PATRICK MARSHALL | ||||||||
| GENERAL COUNSEL | 40.00 | $182,560 | $0 | $31,379 | Yes (X) | |||
| JEANINE CRIDER | ||||||||
| DIRECTOR OF PLANNED GIVING | 40.00 | $167,104 | $0 | $32,884 | Yes (X) | |||
| OLIVIA WHITE LOPEZ | ||||||||
| DIRECTOR OF DIVERSITY EQUITY AND INCLUSION | 40.00 | $165,314 | $0 | $12,597 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,285,983 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $422,607 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 37 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BW ENGINEERING | |||||
| 225 THE CROSSROADS 135 | CARMEL | CA | 93923 | PROPERTY MAINTENANCE | $860,239 |
| RALLY | |||||
| 6565 SUNSET BLVD SUITE 400 | SAN FRANCISCO | CA | 94102 | ADVERTISING | $765,452 |
| SHUTE MIHALY & WEINBERGER LLP | |||||
| 396 HAYES ST | SAN FRANCISCO | CA | 94102 | LEGAL SERVICES | $481,731 |
| HAMEY WOODS | |||||
| 267 SUNLIT LANE | SANTA CRUZ | CA | 95060 | PROPERTY MAINTENANCE | $364,595 |
| NEXT GENERATION FUNDRAISING INC | |||||
| 1235 WESTLAKES DR STE 130 | BERWYN | PA | 19312 | DONOR DEVELOPMENT | $323,542 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $3,219,453 | GovernmentGrantsAmt |
| All Other Contributions | $17,744,470 | AllOtherContributionsAmt |
| Noncash Contributions | $654,190 | NoncashContributionsAmt |
| Total Contributions | $20,963,923 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RENTAL INCOME | 900002 | $251,313 | $251,313 |
| LECTURE SERIES INCOME | 611600 | $340 | $340 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $251,653 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,375,536 | TotalRevenueColumnAmt |
| Exclusion | $4,375,536 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $94,027,287 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $95,733,355 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$1,706,068 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,706,068 | TotalRevenueColumnAmt |
| Exclusion | -$1,706,068 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $869,119 | TotalRevenueColumnAmt |
| Exclusion | $869,119 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $869,119 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,754,163 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $251,653 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,538,587 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,286,616 | TotalAmt |
| Program Services | $4,286,616 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,838,001 | TotalAmt |
| Program Services | $746,904 | ProgramServicesAmt |
| Management And General | $503,518 | ManagementAndGeneralAmt |
| Fundraising | $587,579 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,206,856 | TotalAmt |
| Program Services | $3,482,479 | ProgramServicesAmt |
| Management And General | $1,224,166 | ManagementAndGeneralAmt |
| Fundraising | $1,500,211 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $407,534 | TotalAmt |
| Program Services | $207,099 | ProgramServicesAmt |
| Management And General | $111,812 | ManagementAndGeneralAmt |
| Fundraising | $88,623 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $816,761 | TotalAmt |
| Program Services | $458,260 | ProgramServicesAmt |
| Management And General | $161,088 | ManagementAndGeneralAmt |
| Fundraising | $197,413 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $424,085 | TotalAmt |
| Program Services | $237,139 | ProgramServicesAmt |
| Management And General | $85,415 | ManagementAndGeneralAmt |
| Fundraising | $101,531 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $897,374 | TotalAmt |
| Program Services | $855,660 | ProgramServicesAmt |
| Management And General | $41,714 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,451 | TotalAmt |
| Management And General | $45,451 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,100 | TotalAmt |
| Program Services | $39,100 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $296,864 | TotalAmt |
| Management And General | $296,864 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,690,196 | TotalAmt |
| Program Services | $3,135,324 | ProgramServicesAmt |
| Management And General | $93,683 | ManagementAndGeneralAmt |
| Fundraising | $461,189 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $670,930 | TotalAmt |
| Program Services | $656,640 | ProgramServicesAmt |
| Management And General | $6,480 | ManagementAndGeneralAmt |
| Fundraising | $7,810 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $518,920 | TotalAmt |
| Program Services | $135,703 | ProgramServicesAmt |
| Management And General | $35,119 | ManagementAndGeneralAmt |
| Fundraising | $348,098 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $487,773 | TotalAmt |
| Program Services | $271,195 | ProgramServicesAmt |
| Management And General | $71,183 | ManagementAndGeneralAmt |
| Fundraising | $145,395 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,735 | TotalAmt |
| Program Services | $26,200 | ProgramServicesAmt |
| Management And General | $3,872 | ManagementAndGeneralAmt |
| Fundraising | $6,663 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $320,611 | TotalAmt |
| Program Services | $185,869 | ProgramServicesAmt |
| Management And General | $72,735 | ManagementAndGeneralAmt |
| Fundraising | $62,007 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $247,981 | TotalAmt |
| Program Services | $18,552 | ProgramServicesAmt |
| Management And General | $229,429 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $268,563 | TotalAmt |
| Program Services | $151,235 | ProgramServicesAmt |
| Management And General | $50,381 | ManagementAndGeneralAmt |
| Fundraising | $66,947 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $220,786 | TotalAmt |
| Program Services | $157,919 | ProgramServicesAmt |
| Management And General | $62,867 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| LAND/EASEMENT TRANSACTI | $5,150,000 | $5,150,000 | ||
| LAND MAINTENANCE | $1,936,239 | $1,920,720 | $6,664 | $8,855 |
| PROPERTY TAXES | $345,996 | $344,814 | $1,182 | |
| EVENTS/DONOR RECOG. | $244,257 | $125,693 | $2,200 | $116,364 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$385,263 | TotalAmt |
| Program Services | -$495,397 | ProgramServicesAmt |
| Management And General | $41,838 | ManagementAndGeneralAmt |
| Fundraising | $68,296 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,012,366 | TotalAmt |
| Program Services | $22,097,724 | ProgramServicesAmt |
| Management And General | $3,147,661 | ManagementAndGeneralAmt |
| Fundraising | $3,766,981 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $172,427 | BOYAmt |
| EOY | $115,767 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,439,214 | BOYAmt |
| EOY | $1,289,998 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,546,750 | BOYAmt |
| EOY | $6,717,548 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $610,595 | BOYAmt |
| EOY | $840,188 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,020,108 | BOYAmt |
| EOY | $24,761,744 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $358,604 | BOYAmt |
| EOY | $311,623 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $8,931,482 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,172,195 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,901,597 | BOYAmt |
| EOY | $6,759,287 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,353,020 | BOYAmt |
| EOY | $147,599,522 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,832,096 | BOYAmt |
| EOY | $6,330,277 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,536,802 | BOYAmt |
| EOY | $142,240,071 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $318,771,213 | BOYAmt |
| EOY | $336,966,025 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,584,354 | BOYAmt |
| EOY | $3,115,719 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $3,000,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $451,889 | BOYAmt |
| EOY | $8,341,506 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,988,800 | BOYAmt |
| EOY | $4,805,179 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,025,043 | BOYAmt |
| EOY | $19,262,404 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $298,199,847 | BOYAmt |
| EOY | $300,507,034 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,546,323 | BOYAmt |
| EOY | $17,196,587 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $311,746,170 | BOYAmt |
| EOY | $317,703,621 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $318,771,213 | BOYAmt |
| EOY | $336,966,025 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$4,258,203 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $10,215,654 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,080,133 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,740,757 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,969,389 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,830,028 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,963,923 | CurrentTaxYearAmt |
| Total | $100,584,230 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,080,133 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,740,757 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,969,389 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,830,028 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,963,923 | CurrentTaxYearAmt |
| Total | $100,584,230 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $9,219,619 | SubstantialContributorsTotAmt |
| Public Support Total170 | $91,364,611 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,629,178 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,240,347 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,736,409 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,626,723 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,627,190 | CurrentTaxYearAmt |
| Total | $23,859,847 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $124,444,077 | TotalSupportAmt |
| Public Support CY170 | 0.73420 | PublicSupportCY170Pct |
| Public Support PY170 | 0.71880 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $39,100 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $39,100 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $28,973,265 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $29,012,365 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $49,902 | CurrentYearMinus3Amt |
| Current Year Minus2 | $397,322 | CurrentYearMinus2Amt |
| Current Year Minus1 | $31,500 | CurrentYearMinus1Amt |
| Current Year | $39,100 | CurrentYearAmt |
| Total | $517,824 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE C, PART II-A: | FormAndLineReferenceDesc |
| Explanation | POST FUNDED AND PROVIDED STAFF SUPPORT FOR A BALLOT MEASURE PROVIDING FOR CONSERVATION FUNDING IN SANTA CLARA COUNTY. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preservation Public Use | Yes (X) | PreservationPublicUseInd |
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Preservation Open Space | Yes (X) | PreservationOpenSpaceInd |
| Total Easements | 44 | TotalEasementsCnt |
| Total Acreage | 14574.00 | TotalAcreageCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 1700.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $191,343 | ExpensesIncurredEnforcementAmt |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $810,297 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $77,683 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $26,142 | OtherExpendituresAmt |
| End Year Balance | $861,838 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $937,943 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$102,092 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $25,554 | OtherExpendituresAmt |
| End Year Balance | $810,297 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $768,258 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $207,183 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $37,498 | OtherExpendituresAmt |
| End Year Balance | $937,943 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $767,495 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $31,201 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $30,438 | OtherExpendituresAmt |
| End Year Balance | $768,258 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $758,252 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $33,030 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $23,787 | OtherExpendituresAmt |
| End Year Balance | $767,495 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.63880 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.36120 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,351,899 | OtherCostOrOtherBasisAmt |
| Book Value | $2,351,899 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,487,900 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,715,502 | DepreciationAmt |
| Book Value | $3,772,398 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,091,683 | OtherCostOrOtherBasisAmt |
| Depreciation | $456,693 | DepreciationAmt |
| Book Value | $634,990 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,759,287 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| OTHER RECEIVABLE | $46,689 |
| ASSET OBLIGATION | $1,159,529 |
| LAND HELD FOR CONSERVATION | $141,033,853 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $142,240,071 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| LIABILITY UNDER CRUT | $2,535,720 |
| ASSET RETIREMENT OBLIGATIONS | $1,798,268 |
| STEWARDSHIP LIABILITIES | $471,191 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,805,179 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $34,713,463 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $10,215,654 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $40,510 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $10,256,164 | RevenueNotReportedAmt |
| Revenue Subtotal | $24,457,299 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $296,864 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $296,864 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $24,754,163 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $28,756,012 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $40,510 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $40,510 | ExpensesNotReportedAmt |
| Expenses Subtotal | $28,715,502 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $296,864 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $296,864 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $29,012,366 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 5: | POST MONITORS ALL OF ITS CONSERVATION EASEMENTS AT LEAST ANNUALLY IN ORDER TO 1) OBSERVE THE CONDITION OF THE PROPERTY IN ORDER TO DETERMINE WHETHER IT IS IN COMPLIANCE WITH EASEMENT TERMS; 2) CREATE A RECORD OF EASEMENT STEWARDSHIP AND PROPERTY CONDITION OVER TIME; AND 3) MAINTAIN A WORKING RELATIONSHIP WITH THE LANDOWNER. IT IS POST'S POLICY TO UPHOLD ITS CONSERVATION EASEMENTS AS WRITTEN AND TO IDENTIFY, INVESTIGATE, EVALUATE AND RESPOND TO ANY POTENTIAL VIOLATIONS AS QUICKLY AS POSSIBLE. IN THE CASE OF A MATERIAL VIOLATION, POST WILL REQUIRE CESSATION, REPAIR, AND/OR MITIGATION OF ANY DAMAGE TO PROTECTED CONSERVATION VALUES. POST IS PREPARED TO TAKE LEGAL ACTION TO DEFEND ITS RIGHTS AS EASEMENT HOLDER IF NECESSARY. POST HAS A CONSERVATION EASEMENT STEWARDSHIP FUND TO... PROVIDE RESOURCES FOR LEGAL DEFENSE AND MAINTAINS CONSERVATION DEFENSE INSURANCE THROUGH TERRAFIRMA RRG LLC. CONSERVATION EASEMENT DOCUMENTS CLEARLY DESCRIBE THE PROCESS FOR ENFORCING THE TERMS OF THE EASEMENT SHOULD ANY VIOLATION BE IDENTIFIED TO ENSURE THAT CORRECTIVE ACTIONS ARE TAKEN TO CURE THE VIOLATION. |
| PART II, LINE 9: | THE ORGANIZATION PERIODICALLY RECEIVES OR PURCHASES CONSERVATION EASEMENTS WHICH LIMIT THE ALLOWABLE USES OF THE RELATED PROPERTY TO OPEN SPACE USES CONSISTENT WITH THE ORGANIZATION'S MISSION. CONTRIBUTED CONSERVATION EASEMENTS RECEIVED ARE RECORDED AS LAND CONTRIBUTIONS BASED ON THE ESTIMATED VALUE GIVEN UP BY THE LAND OWNER BY RESTRICTING THE USE OF THE PROPERTY WITH AN EASEMENT. CONSERVATION EASEMENTS PURCHASED BEAR NO FUTURE BENEFIT TO THE ORGANIZATION AND ARE THEREFORE INCLUDED AS PART OF LAND AND EASEMENT TRANSACTIONS EXPENSE IN THE YEAR THEY ARE ACQUIRED. IN CONNECTION WITH THE TRANSFER OR SALE OF LAND, THE ORGANIZATION MAY RETAIN A CONSERVATION EASEMENT ON THE LAND. BECAUSE THESE EASEMENTS BEAR NO POSSIBLE FUTURE FINANCIAL BENEFIT TO THE ORGANIZATION, THEY ARE NOT RECORDED ON THE ORGANIZATION'S STATEMENT OF FINANCIAL POSITION. SOMETIMES, THE ORGANIZATION MAY TRANSFER A CONSERVATION EASEMENT TO A NONPROFIT OR PUBLIC AGENCY PARTNER WHILE RETAINING OWNERSHIP OF THE PROPERTY. |
| PART V, LINE 4: | LANE STEWARDSHIP ENDOWMENT: THESE FUNDS MAY BE USED FOR EXPENSES TO MAINTAIN TRAILS, REMOVE INVASIVE AND EXOTIC SPECIES, UNDERTAKE EROSION PREVENTION AND REPAIR, AND RESTORE PLANT AND ANIMAL HABITATS. WILBUR'S WATCH ENDOWMENT: THIS GRANT IS RESTRICTED TO ACTIVITIES RELATED TO THE MAINTENANCE OF THE TRAIL AT WILBUR'S WATCH ON POST'S CLOVERDALE PROPERTY. ANNUAL STEWARDSHIP INCLUDES MOWING, REMOVAL AND MONITORING OF PAMPAS GRASS, REPAIR OR REPLACEMENT OF ITEMS SUCH AS THE BENCH, TELESCOPE AND SIGNAGE, AS WELL AS REPAIR OF THE TRAIL. |
| PART X, LINE 2: | THE ORGANIZATION EVALUATES ITS UNCERTAIN TAX POSITIONS AND WILL RECOGNIZE A LOSS CONTINGENCY WHEN IT IS PROBABLE THAT A LIABILITY HAS BEEN INCURRED AS OF THE DATE OF THE FINANCIAL STATEMENTS AND THE AMOUNT OF THE LOSS CAN BE REASONABLY ESTIMATED. THE AMOUNT RECOGNIZED IS SUBJECT TO ESTIMATE AND MANAGEMENT JUDGMENT WITH RESPECT TO THE LIKELY OUTCOME OF EACH UNCERTAIN TAX POSITION. THE AMOUNT THAT IS ULTIMATELY SUSTAINED FOR AN INDIVIDUAL UNCERTAIN TAX POSITION FOR ALL UNCERTAIN TAX POSITIONS IN THE AGGREGATE COULD DIFFER FROM THE AMOUNT RECOGNIZED. AS OF JUNE 30, 2023 MANAGEMENT DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| FRESH EYES DIGITAL | ||||||||
| 2821 N SPAULDING AVE | CHICAGO | IL | 60618 | PROFESSIONAL FUNDRAISING | 0 | $1,178,027 | $136,600 | $1,041,427 |
| VERITUS GROUP LLC | ||||||||
| PO BOX 18294 | ASHVILLE | NC | 28814 | PROFESSIONAL FUNDRAISING | 0 | $861,095 | $24,565 | $836,530 |
| NEXT GENERATION FUNDRAISING INC | ||||||||
| 1235 WESTLAKES DR STE 130 | BERWYN | PA | 19312 | PROFESSIONAL FUNDRAISING | 0 | $84,597 | $323,542 | -$238,945 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $2,123,719 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $484,707 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $1,639,012 | TotalNetToOrganizationAmt |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VI | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | FormAndLineReferenceDesc |
| Explanation | POST USES THE SERVICES OF "NEXT GENERATION FUNDRAISING, INC.", "VERITUS GROUP LLC", AND "FRESH EYES DIGITAL" FOR STRATEGIC CONSULTING ON CAMPAIGNS. THE WORK PERFORMED MAY INCLUDE PLANNING AND EVALUATION OF CAMPAIGNS, AUDIENCE RECOMMENDATIONS, CONTENT AND DESIGN DEVELOPMENT, AND CAMPAIGN COORDINATION AND EXECUTION | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| CLIMATE RESILIENT COMMUNITIES | ||||||||
| 3921 EAST BAYSHORE ROAD SUITE 208 | PALO ALTO | CA | 94303 | 881697378 | 501C3 | $7,500 | $0 | SUPPORT CLIMATE RESILIENT COMMUNITIES |
| MULTIPLIER | ||||||||
| 548 MARKET STREET | SAN FRANCISCO | CA | 94104 | 912166435 | 501C3 | $7,500 | $0 | SUPPORT TO DEVELOP SUSTAINABLE FARMS |
| TOGETHER BAY AREA | ||||||||
| 2150 ALLSTON WAY SUITE 320 | BERKELEY | CA | 94704 | 461573954 | 501C3 | $7,500 | $0 | CONFERENCE SPONSORSHIP |
| SAVED BY NATURE | ||||||||
| 2772 JOSEPH AVENUE 4 | CAMPBELL | CA | 95008 | 832405377 | 501C3 | $10,000 | $0 | GENERAL OPERATIONS |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA | ||||||||
| 1156 HIGH STREET | SANTA CRUZ | CA | 95064 | 941539563 | C-CORPORATION | $33,000 | $0 | SPONSORSHIP OF COYOTE VALLEY CREDITS PROGRAM AND CCPBA |
| SAN MATEO RESOURCE CONSERVATION DISTRICT | ||||||||
| 80 STONE PINE SUITE 100 | HALF MOON BAY | CA | 94019 | 941553749 | 501C3 | $48,500 | $0 | SUPPORT FOR SANTA CRUZ MOUNTAIN STEWARDSHIP NETWORK |
| AMAH MUTSUN LAND TRUST | ||||||||
| 419 S SAN ANTONIO ROAD SUITE 211 | LOS ALTOS | CA | 94022 | 320447436 | 501C3 | $50,000 | $0 | SUPPORT FOR GENERAL OPERATIONS |
| CALIFORNIA COUNCIL OF LAND TRUSTS | ||||||||
| 1029 J STREET SUITE 120 | SACRAMENTO | CA | 95814 | 010826246 | 501C3 | $50,000 | $0 | SUPPORT FOR CA ONWARD PROGRAM |
| LA HONDA-PESCADERO UNIFIED SCHOOL DISTRICT | ||||||||
| PO BOX 189 | PESCADERO | CA | 94060 | GOVERNMENT | $71,116 | $0 | ANNUAL PAYMENT IN LIEU OF TAXES TO LHPUSD | |
| SANTA CLARA VALLEY HABITAT AGENCY | ||||||||
| 535 ALKIRE AVENUE SUITE 100 | MORGAN HILL | CA | 95037 | GOVERNMENT | $400,000 | $0 | SUPPORT FOR THE ACQUISITION OF THE GSCHWEND PROPERTY | |
| MIDPENINSULA REGIONAL OPEN SPACE DISTRICT | ||||||||
| 5050 EL CAMINO REAL | LOS ALTOS | CA | 94022 | GOVERNMENT | $1,544,000 | $0 | SOUTH COWELL VALUE OF TRANSFERRED LAND | |
| SEMPERVIRENS FUND | ||||||||
| PO BOX 1417 | LOS ALTOS | CA | 94023 | 942155097 | 501C3 | $2,000,000 | $0 | SUPPORT FOR THE ACQUISITION OF THE JONES GULCH PROPERTY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 14 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | POST MONITORS THE USE OF GRANTS AND OTHER ASSISTANCE THROUGH CLOSE COORDINATION WITH THE GRANTEE TO ENSURE FUNDS ARE UTILIZED FOR THE INTENDED PURPOSE AS AGREED UPON BETWEEN THE ORGANIZATIONS. IN SOME CASES, A GRANT AGREEMENT IS SIGNED BY BOTH PARTIES IN WHICH WE MAY REQUIRE THE GRANTEE TO SUBMIT UPDATES ON THE USE OF FUNDS BY SPECIFIC DATES. IF A THIRD PARTY IS INVOLVED AS THE GRANTOR, AND POST SERVES AS THE PASS-THROUGH ENTITY, WE WILL MANAGE AND BE HELD RESPONSIBLE FOR THE REPORTING REQUIREMENTS SET BY THE GRANTOR. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WALTER T MOORE | ||||||||||||||
| PRESIDENT | $347,615 | $0 | $7,128 | $0 | $12,964 | $0 | $26,784 | $0 | $46,509 | $0 | $441,000 | $0 | $0 | $0 |
| MARK STEVENS | ||||||||||||||
| TREASURER & CFO/COO | $276,264 | $0 | $5,573 | $0 | $713 | $0 | $23,253 | $0 | $35,155 | $0 | $340,958 | $0 | $0 | $0 |
| MARTHA TEDESCO | ||||||||||||||
| CHIEF MARKETING OFFICER | $232,367 | $0 | $4,866 | $0 | $713 | $0 | $20,164 | $0 | $47,099 | $0 | $305,209 | $0 | $0 | $0 |
| GORDON CLARK | ||||||||||||||
| VP OF DEVELOPMENT | $226,491 | $0 | $0 | $0 | $9,918 | $0 | $18,855 | $0 | $26,923 | $0 | $282,187 | $0 | $0 | $0 |
| DIANE CORDOVA | ||||||||||||||
| CHIEF TALENT OFFICER | $193,162 | $0 | $4,024 | $0 | $21,213 | $0 | $16,967 | $0 | $40,210 | $0 | $275,576 | $0 | $0 | $0 |
| NOELLE CHAMBERS | ||||||||||||||
| VP OF CONSERVATION | $229,254 | $0 | $0 | $0 | $162 | $0 | $18,387 | $0 | $9,675 | $0 | $257,478 | $0 | $0 | $0 |
| JUSTIN ELIOT | ||||||||||||||
| DIRECTOR OF FINANCE | $194,600 | $0 | $3,816 | $0 | $162 | $0 | $15,766 | $0 | $0 | $0 | $214,344 | $0 | $0 | $0 |
| PATRICK MARSHALL | ||||||||||||||
| GENERAL COUNSEL | $181,188 | $0 | $0 | $0 | $1,372 | $0 | $13,859 | $0 | $17,520 | $0 | $213,939 | $0 | $0 | $0 |
| JEANINE CRIDER | ||||||||||||||
| DIRECTOR OF PLANNED GIVING | $163,571 | $0 | $3,425 | $0 | $108 | $0 | $12,768 | $0 | $20,116 | $0 | $199,988 | $0 | $0 | $0 |
| OLIVIA WHITE LOPEZ | ||||||||||||||
| DIRECTOR OF DIVERSITY EQUITY AND INC | $165,217 | $0 | $0 | $0 | $97 | $0 | $4,599 | $0 | $7,998 | $0 | $177,911 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | POST HAS A WELLNESS REIMBURSEMENT PROGRAM WHICH PROVIDES REIMBURSEMENT OF GYM MEMBERSHIPS. THESE REIMBURSEMENTS ARE TREATED AS TAXABLE INCOME. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 49 | ContributionCnt |
| Noncash Contributions Rpt F990 | $654,190 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG HI/LOW GIFT DATE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | POST DIRECTS OUR INVESTMENT ADVISORS, SAND HILL GLOBAL ADVISORS, TO SELL ALL NONCASH CONTRIBUTIONS OF STOCKS OR SECURITIES UPON RECEIPT. ALL MARKETABLE SECURITIES WILL BE SOLD UPON RECEIPT UNLESS OTHERWISE DIRECTED BY POST'S FINANCIAL ADVISORS OR THE INVESTMENT COMMITTEE OF POST'S BOARD OF DIRECTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | EACH YEAR, PRIOR TO SUBMISSION, THE AUDIT COMMITTEE SHALL ENSURE THAT POST'S FORM 990 IS REVIEWED BY A MEMBER OF THE COMMITTEE OR A DESIGNEE OF THE COMMITTEE WITH APPROPRIATE QUALIFICATIONS. IN ADDITION, THE DRAFT SUBMISSION WILL BE MADE AVAILABLE TO THE BOARD PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | WHEN JOINING THE ORGANIZATION, AND ON AN ANNUAL BASIS, BOARD MEMBERS, MEMBERS OF THE INVESTMENT AND AUDIT COMMITTEES, AND ALL STAFF FILL OUT A CONFLICT OF INTEREST STATEMENT. IF A CHANGE IN A PERSON'S MATERIAL INTEREST IN A MATTER THAT COULD AFFECT POST OCCURS, THAT PERSON MUST AMEND THE CONFLICT OF INTEREST STATEMENT. ALL DISCLOSURE STATEMENTS SHALL BE REVIEWED BY THE CHAIR OF THE BOARD GOVERNANCE COMMITTEE AND PRESIDENT. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BUDGET & COMPENSATION COMMITTEE SETS THE SALARY OF THE PRESIDENT AND REVIEWS AND APPROVE THE SALARIES OF THE EXECUTIVE TEAM MEMBERS. THE BUDGET & COMP COMMITTEE ALSO REVIEWS AND ESTABLISHES THE COMPENSATION PHILOSOPHY, COMPETITIVE POSITIONING, AND SALARY STRUCTURE FOR THE REST OF THE STAFF AND APPROVES ALL CHANGES TO BENEFITS POLICIES. THE BUDGET AND BUDGET & COMPENSATION COMMITTEE IS CHARGED WITH RECOMMENDING TO THE BOARD OF DIRECTORS A COMPENSATION PACKAGE, INCLUDING BASE SALARY, BENEFITS, AND RETIREMENT CONTRIBUTIONS, FOR THE PRESIDENT AND CFO. WHEN CONSIDERING THE COMPENSATION PACKAGE, THE COMMITTEE REVIEWS COMPENSATION OF EXECUTIVES OF COMPARABLE NON-PROFIT ORGANIZATIONS LOCALLY AND THROUGHOUT THE UNITED STATES AS WELL AS MARKET DATA FROM OUR COMPENSATION CONSULTANTS AND VARIOUS COMPENSATION SURVEYS. THE BOARD OF DIRECTORS APPROVES THE RECOMMENDED COMPENSATION PACKAGE ON AN ANNUAL BASIS BEFORE THE START OF THE FISCAL YEAR OR BEFORE THE EFFECTIVE DATE OF ANY CHANGE IN COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE MADE AVAILABLE VIA THE ORGANIZATION'S WEBSITE EACH YEAR. |
| FORM 990, PART IX, LINE 11G | OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 3,135,324. MANAGEMENT AND GENERAL EXPENSES 93,683. FUNDRAISING EXPENSES 461,189. TOTAL EXPENSES 3,690,196. |
| PART XII, LINE 2C | THE ORGANIZATION MAINTAINS AN AUDIT COMMITTEE WHOSE DUTIES AND RESPONSIBILITIES INCLUDE RECOMMENDING TO THE BOARD OF DIRECTORS THE RETENTION AND TERMINATION OF AN INDEPENDENT AUDITOR AND DETERMINING WHETHER TO ACCEPT THE AUDITOR'S ANNUAL AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS. NO CHANGE TO THE PROCESS OCCURRED FOR THE FYE 6/30/2023. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAKE LUCERNE MUTUAL WATER COMPANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 HIGH STREET | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942689518 | EIN |
| Primary Activities | DEVELOP, DISTRIBUTE, SUPPLY, AND DELIVER WATER FOR IRRIGATION USE ONLY | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(12) | ExemptCodeSectionTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAKE LUCERNE MUTUAL WATER COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | D | TransactionTypeTxt |
| Involved | $46,689 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |