SEMPERVIRENS FUND: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SEMPERVIRENS FUND (EIN 94-2155097)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-12-17
- IRS object ID
- 202403529349301800
- Schema version
- 2023v5.1
- 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 J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-12-17T17:25:55-06:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18500 VON KARMAN AVE 10TH FLOOR | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942155097 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEMPERVIRENS FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SEMP | BusinessNameControlTxt |
| Phone | 6509491453 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1417 | AddressLine1Txt |
| City | LOS ALTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 940231417 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARA BARTH | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6509491453 | PhoneNum |
| Signature | 2024-12-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN YACKER | PreparerPersonNm |
| PTIN | P00401346 | PTIN |
| Phone | 9492222999 | PhoneNum |
| Preparation | 2024-12-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SARA BARTH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1417 | AddressLine1Txt |
| City | LOS ALTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 940231417 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $23,116,064 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SEMPERVIRENS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1906 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | PROTECT AND PERMANENTLY PRESERVE SANTA CRUZ REDWOOD FOREST HABITAT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 25 | TotalEmployeeCnt |
| Total Volunteers | 35 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $12,716,822 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,553,307 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $106,160 | PYInvestmentIncomeAmt |
| CY Investment Income | $382,957 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $27,443 | CYOtherRevenueAmt |
| PY Total Revenue | $12,822,982 | PYTotalRevenueAmt |
| CY Total Revenue | $10,963,707 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,651,819 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,252,887 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $94,895 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $116,885 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,902,397 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $13,516,537 | PYOtherExpensesAmt |
| CY Other Expenses | $3,308,306 | CYOtherExpensesAmt |
| PY Total Expenses | $16,263,251 | PYTotalExpensesAmt |
| CY Total Expenses | $6,678,078 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,440,269 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,285,629 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $38,420,145 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,044,840 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,892,118 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,891,130 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $35,528,027 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $40,153,710 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROTECT AND PERMANENTLY PRESERVE REDWOOD FORESTS (SEQUOIA SEMPERVIRENS), WILDLIFE HABITATS, WATERSHEDS, AND OTHER IMPORTANT NATURAL AND SCENIC FEATURES OF CALIFORNIA'S SANTA CRUZ MOUNTAINS, AND TO ENCOURAGE PUBLIC APPRECIATION AND ENJOYMENT OF THIS ENVIRONMENT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,562,935 | ExpenseAmt |
| Desc | LAND STEWARDSHIP SEMPERVIRENS FUND OWNS DIRECTLY OR THROUGH CONSERVATION EASEMENT MORE THAN 12,000 ACRES OF LAND. PERMANENTLY PROTECTING REDWOOD FORESTS ENSURES THAT THE PROPERTIES WHERE REDWOODS THRIVE ARE SET ASIDE TO KEEP FORESTS INTACT AND PRESERVED FOR GENERATIONS TO COME. WE WORK ACROSS SANTA CRUZ MOUNTAIN LANDSCAPES, AND IN COLLABORATION WITH NEIGHBORS AND REGIONAL PARTNERS, TO SAFEGUARD THE HEALTH OF TREES, HABITATS, WATERWAYS, AND WILDLIFE.PLEASE CONTINUE TO SCHEDULE O FOR FURTHER DESCRIPTION OF THIS WORK.FOR EACH PROPERTY IN OUR CARE, WE GENERATE A STEWARDSHIP PLAN WHICH GIVES US, OUR PARTNERS, AND OUR NEIGHBORS CLARITY AND GUIDANCE ABOUT THE RESOURCES WE ARE PRESERVING AND THE NATURAL FEATURES WE ARE RESTORING. ACTIVE LAND MANAGEMENT ACTIVITIES INCLUDE WILDFIRE RESILIENCY PROJECTS SUCH AS ESTABLISHING SHADED FUEL BREAKS AND PRESCRIBED BURNING PROGRAMS; FOREST HEALTH PROJECTS, INCLUDING REMOVING DEBRIS, MAINTAINING TRAILS, CLEARING INVASIVE PLANTS, AND PLANTING NEW SEEDLINGS; AND RESEARCH PROJECTS SUCH AS WILDLIFE MONITORING, ENDANGERED SPECIES RECLAMATION, TRADITIONAL INDIGENOUS CULTURAL SURVEYS, AND MUCH MORE. AFTER SIGNIFICANT DISTURBANCES, SUCH AS WILDFIRE OR FLOODING, RESTORATION EFFORTS INCLUDE DEBRIS CLEAN UP, CULVERT REPLACEMENT, HAZARD TREE REMOVAL, WATERWAY RESTORATION, AND FUEL REDUCTION. IN RECENT YEARS, OUR STEWARDSHIP WORK HAS INCLUDED MILESTONE PROJECTS LIKE THE REMOVAL OF A DAM ON MILL CREEK IN SAN VICENTE REDWOODS RESTORING STREAM FLOW, WHICH LED TO THE RETURN OF COHO SALMON TO THE WATERSHED FOR THE FIRST TIME IN GENERATIONS; TO FOREST RESTORATION PROJECTS ON MULTIPLE PROPERTIES THAT PRIORITIZE SUPPORTING SECOND-GROWTH REDWOODS WITH THE BEST OPPORTUNITIES TO GROW LARGER, MORE QUICKLY, AND TO ESTABLISH OLD-GROWTH CHARACTERISTICS THAT ENSURE REDWOOD RESILIENCY. NOW MORE THAN EVER WE DEPEND ON FUNDING FROM OUR DONORS TO HELP US CARE FOR REDWOOD FORESTS, TO MONITOR THEIR HEALTH, CONSERVE WILDLIFE, AND IMPROVE WATERWAYS, KEEPING THEM HEALTHY, THRIVING, AND RESILIENT, FOR GENERATIONS TO COME. LEARN MORE: SEMPERVIRENS.ORG/STEWARDSHIP | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,292,002 | ExpenseAmt |
| Desc | EDUCATION AND OUTREACH SEMPERVIRENS FUND REGULARLY COMMUNICATES GENERAL INFORMATION ABOUT ITS WORK, THE VITAL ROLE REDWOODS PLAY IN A HEALTHY, THRIVING, AND RICH REGIONAL ECOSYSTEM, AND OPPORTUNITIES TO FIND RECREATION IN THE SANTA CRUZ MOUNTAINS. SEMPERVIRENS FUND'S COMMUNITY IS INVITED TO LEARN, VOLUNTEER, TAKE ACTION, AND DONATE TO OUR WORK THROUGH DIGITAL, PRINT, AND IN-PERSON COMMUNICATIONS AND EVENTS, INCLUDING THROUGH PUBLICATIONS AND OTHER PRINTED MATERIALS, A WEBSITE SEMPERVIRENS.ORG, SOCIAL MEDIA, EMAIL NEWSLETTERS; OUTREACH ACTIVITIES SUCH AS WEBINARS, EVENTS, SPEAKERS, AND HIKING AND VOLUNTEER OPPORTUNITIES. PLEASE CONTINUE TO SCHEDULE O FOR FURTHER DESCRIPTION OF THIS WORK.THE FOCUS OF SEMPERVIRENS FUND'S OUTREACH IS TO INTRODUCE NEW GROUPS OF PEOPLE ABOUT IT'S WORK; INTRODUCE THEM TO OUTDOOR RECREATION OPPORTUNITIES; LEARN TOGETHER ABOUT THE MARVELS OF REDWOODS, AND CULTIVATE THEIR INTEREST TO BECOME NEW STEWARDS OF THE SANTA CRUZ MOUNTAINS HABITAT. AT SEMPERVIRENS FUND, WE BELIEVE THAT CELEBRATING DIVERSITY, FOSTERING INCLUSION, ADVANCING EQUITY, AND REALIZING JUSTICE IS NOT ONLY ESSENTIAL TO OUR MISSION, BUT VITAL TO OUR HUMANITY, AS PEOPLE WORKING FOR AND SERVING ON THE BOARD FOR SEMPERVIRENS FUND AND AS PART OF A COMMUNITY DEDICATED TO PROTECTING, CARING FOR, AND EXPLORING REDWOOD FORESTS IN THE SANTA CRUZ MOUNTAINS. IN RECENT YEARS, SEMPERVIRENS FUND HAS PRODUCED A SERIES OF WEBINARS UNDER THE REDWOODS IN WHICH WE HOST EXPERTS AND THINKERS TO EXPLORE OUR MAGNIFICENT REDWOOD FORESTS, WHAT MAKES REDWOODS SO SPECIAL, WHY THEY THRIVE HERE AND NOWHERE ELSE IN THE WORLD, AND WHAT THEY MEAN TO US IN OUR LIVES. WE ALSO REGULARLY ENGAGE IN CALIFORNIA AND LOCAL POLICY TO ENSURE RESOURCES ARE BEING DIRECTED TO CONSERVATION AND STEWARDSHIP OF REDWOODS AND OTHER HABITATS IN THE SANTA CRUZ MOUNTAINS, AND INVITE OUR COMMUNITY TO TAKE ACTION WITH US. LEARN MORE: SEMPERVIRENS.ORG/TAKE-ACTION | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $848,895 | ExpenseAmt |
| Desc | PROTECTING LAND THROUGH ACQUISITION AND TRANSFER IN FISCAL YEAR 2024, SEMPERVIRENS FUND SECURED A CONSERVATION EASEMENT IN THE AMOUNT OF $680,235 FOR ISABEL UPANI, 120-ACRES OF REDWOOD FORESTS, WOODLANDS, AND RARE MARITIME CHAPARRAL AND THE LARGEST CRITICAL RIPARIAN HABITAT IN THE REGION - THE SAN LORENZO RIVER - WHERE THREATENED STEELHEAD TROUT AND ENDANGERED COHO SALMON RE-ENTER THE FRESHWATERS TO RETURN TO THE FOREST WHERE THEY WERE BORN IN HOPES OF SPAWNING THE NEXT GENERATION. PLEASE CONTINUE TO SCHEDULE O FOR FURTHER DESCRIPTION OF THIS WORK.SEMPERVIRENS FUND ACQUIRED TWO LAND PARCELS TOTALING 15.6 ACRES NEAR BIG BASIN REDWOODS STATE PARK STRENGTHENING THE CONNECTION BETWEEN THE PARK AND THE GATEWAY PROPERTY ACQUIRED IN FISCAL YEAR 2022. SEMPERVIRENS FUND ALSO ACQUIRED A 51-ACRE PARCEL SURROUNDED ON THREE SIDES BY CASTLE ROCK STATE PARK ALONG THE SKYLINE-TO-THE-SEA TRAIL.IN AUGUST 2023 SEMPERVIRENS FUND SOLD, AT A LOSS, 6 PROPERTIES TO STATE PARKS, INCLUDING THE ROBERT C. KIRKWOOD ENTRANCE. THIS ADDED 222 ACRES TO CASTLE ROCK STATE PARK INCLUDING THE STATE-OF-THE-ART ENTRANCE, ENHANCING ACCESS TO THE PARK FOR ALL.ACRE BY PROTECTED ACRE, AND WITH YOUR SUPPORT, WE PURCHASE, RESTORE, AND SAFEGUARD REDWOOD FORESTS IN THE SANTA CRUZ MOUNTAINS, ENSURING THEY WILL NEVER BE DEVELOPED, DEGRADED, OR DESTROYED. MUCH OF THE REMAINING REDWOOD FORESTS TO PROTECT IS PRIVATELY OWNED. WE WORK WITH WILLING SELLERS TO PURCHASE LAND AT FAIR MARKET VALUE, OFTEN TRANSFERRING THE LAND TO CALIFORNIA STATE PARKS OR OTHER LOCAL PUBLIC AGENCIES. WHEN TRANSFERING LAND TO CALIFORNIA STATE PARKS WE MAY RECEIVE PAYMENT FOR THE LAND WHICH IS BELOW ITS BOOK VALUE, WHICH RESULTS IN A WRITE-OFF FOR THE IMPAIRED BOOK VALUE OF THAT LAND. WE ALSO OWN SIGNIFICANT CONSERVATION PROPERTIES, ON WHICH WE WORK TO RESTORE HEALTHY FORESTS AND HEAL LANDSCAPES. WE ALSO WORK WITH PRIVATE LANDOWNERS TO ESTABLISH CONSERVATION EASEMENTS THAT PROTECT THE NATURAL AND SCENIC RESOURCES ON THEIR FOREST LANDS, WHILE KEEPING THE PROPERTIES IN PRIVATE OWNERSHIP. THE CONSERVATION EASEMENT PROTECTS THE LAND'S RESOURCES WITHOUT BUYING FEE TITLE TO THE PROPERTY ITSELF. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $133,151 | ExpenseAmt |
| Desc | GIVING IN HONOR OR MEMORY SEMPERVIRENS FUND PROVIDES THE OPPORTUNITY FOR ITS SUPPORTERS TO DEDICATE A TREE OR GROVE LOCATED WITHIN ONE OF THE STATE PARKS OF THE SANTA CRUZ MOUNTAINS. MAKING A LASTING TRIBUTE OR CELEBRATING A SPECIAL OCCASION CAN ALSO MAKE AN IMPORTANT CONTRIBUTION TO PROTECTING THE REDWOODS FOREST.SEMPERVIRENS FUND HAS ENTERED INTO AN AGREEMENT WITH CALIFORNIA STATE PARKS WHEREBY SEMPERVIRENS IS PERMITTED TO OFFER THE NAMING RIGHTS TO THE TREES. WE TAKE CARE OF ALL THE DETAILS AND CAN SEND A GIFT CARD TO THE PERSON YOU ARE HONORING. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $133,151 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $3,836,983 | 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 | 0 | 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 | 0 | 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 | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 16 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 25 | 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 | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| 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 | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | 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 | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DE | 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 | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | 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 | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6509491453 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1417 | AddressLine1Txt |
| City | LOS ALTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 940231417 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 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 |
|---|---|---|---|---|---|---|---|---|
| EVAN SIEGEL | ||||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| PETER STAPLE | ||||||||
| VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| GAGE DAYTON | ||||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARIMO BERK | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN FLYNN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM N HARRIS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PAMELA KOCH | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JUAN BENITEZ | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DIANE TALBERT | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| VISHY VENUGOPALAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL WATKINS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JACQUELINE WENDER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRAD LEWIS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SARA BARTH | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $277,236 | $0 | $24,705 | |||
| PATRICK GIBBONS | ||||||||
| CFO (THROUGH 5/31/24) | 32.00 | Yes (X) | $135,744 | $0 | $12,956 | |||
| CLAIRE SUNSPIRAL | ||||||||
| CFO (STARTING 4/15/24) | 40.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL KAWALEK | ||||||||
| DEPUTY DIRECTOR | 40.00 | $213,600 | $0 | $19,394 | Yes (X) | |||
| JULIE SEELEN | ||||||||
| CHIEF PHILANTHROPY OFFICER | 40.00 | $178,980 | $0 | $25,718 | Yes (X) | |||
| MATTHEW SHAFFER | ||||||||
| CHIEF MARKETING AND COMMUNICATIONS | 40.00 | $178,783 | $0 | $18,002 | Yes (X) | |||
| LAURA MCLENDON | ||||||||
| DIRECTOR OF LAND CONSERVATION | 40.00 | $125,211 | $0 | $20,034 | Yes (X) | |||
| AMANDA KRAUSS | ||||||||
| DIRECTOR OF TRIBUTE & LEGACY GIVING | 40.00 | $124,764 | $0 | $19,963 | Yes (X) | |||
| IAN ROWBOTHAM | ||||||||
| SENIOR LAND STEWARDSHIP MANAGER | 40.00 | $110,004 | $0 | $17,995 | Yes (X) | |||
| ANN BLANCHARD | ||||||||
| MANAGER OF ANNUAL PHILANTHROPIC GIVING | 40.00 | $103,708 | $0 | $18,391 | Yes (X) | |||
| LAUREN HOFMAYER | ||||||||
| DIRECTOR, MAJOR GIFTS | 40.00 | $100,432 | $0 | $15,422 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,548,462 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $192,580 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BW ENGINEERING | |||||
| 225 CROSSROADS BLVD 135 | CARMEL | CA | 93923 | LAND STEWARDSHIP CONTRACTOR | $143,089 |
| RESOURCE CONSERVATION DISTRICT OF SANTA | |||||
| 820 BAY AVE SUITE 136 | CAPITOLA | CA | 95010 | LAND STEWARDSHIP CONTRACTOR | $108,865 |
| MAL WARWICK & ASSOCIATES INC | |||||
| 2550 NINTH STREET SUITE 103 | BERKELEY | CA | 94710 | FUNDRAISING CONSULTANT | $104,827 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $10,553,307 | AllOtherContributionsAmt |
| Noncash Contributions | $2,188,322 | NoncashContributionsAmt |
| Total Contributions | $10,553,307 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $371,633 | TotalRevenueColumnAmt |
| Exclusion | $371,633 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,149,524 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,138,200 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,324 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,324 | TotalRevenueColumnAmt |
| Exclusion | $11,324 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $41,600 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $14,157 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,443 | TotalRevenueColumnAmt |
| Exclusion | $27,443 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,963,707 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $410,400 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,215,985 | TotalAmt |
| Program Services | $396,570 | ProgramServicesAmt |
| Management And General | $468,754 | ManagementAndGeneralAmt |
| Fundraising | $350,661 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,597,298 | TotalAmt |
| Program Services | $947,982 | ProgramServicesAmt |
| Management And General | $27,631 | ManagementAndGeneralAmt |
| Fundraising | $621,685 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,044 | TotalAmt |
| Program Services | $76,328 | ProgramServicesAmt |
| Management And General | $681 | ManagementAndGeneralAmt |
| Fundraising | $23,035 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,354 | TotalAmt |
| Program Services | $84,137 | ProgramServicesAmt |
| Management And General | $27,056 | ManagementAndGeneralAmt |
| Fundraising | $31,161 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,206 | TotalAmt |
| Program Services | $107,920 | ProgramServicesAmt |
| Management And General | $36,997 | ManagementAndGeneralAmt |
| Fundraising | $52,289 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,374 | TotalAmt |
| Program Services | $11,374 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,100 | TotalAmt |
| Management And General | $50,100 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,000 | TotalAmt |
| Program Services | $184,000 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,885 | TotalAmt |
| Fundraising | $116,885 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,841 | TotalAmt |
| Management And General | $7,841 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $177,221 | TotalAmt |
| Program Services | $89,180 | ProgramServicesAmt |
| Management And General | $73,661 | ManagementAndGeneralAmt |
| Fundraising | $14,380 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $403,150 | TotalAmt |
| Program Services | $399,711 | ProgramServicesAmt |
| Management And General | $3,079 | ManagementAndGeneralAmt |
| Fundraising | $360 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $281,432 | TotalAmt |
| Program Services | $115,528 | ProgramServicesAmt |
| Management And General | $41,097 | ManagementAndGeneralAmt |
| Fundraising | $124,807 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,566 | TotalAmt |
| Program Services | $31,234 | ProgramServicesAmt |
| Management And General | $58,801 | ManagementAndGeneralAmt |
| Fundraising | $18,531 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,656 | TotalAmt |
| Program Services | $16,082 | ProgramServicesAmt |
| Management And General | $68,056 | ManagementAndGeneralAmt |
| Fundraising | $518 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,427 | TotalAmt |
| Program Services | $40,389 | ProgramServicesAmt |
| Management And General | $12,105 | ManagementAndGeneralAmt |
| Fundraising | $24,933 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,075 | TotalAmt |
| Program Services | $14,885 | ProgramServicesAmt |
| Management And General | $25,203 | ManagementAndGeneralAmt |
| Fundraising | $11,987 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,544 | TotalAmt |
| Program Services | $8,544 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,330 | TotalAmt |
| Program Services | $51,899 | ProgramServicesAmt |
| Management And General | $22,379 | ManagementAndGeneralAmt |
| Fundraising | $21,052 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| STEWARDSHIP EXPENSES | $905,238 | $905,238 | ||
| DIRECT MAIL | $449,529 | $449,529 | ||
| EDUCATION AND OUTREACH | $200,909 | $200,909 | ||
| LAND EXPENSE | $118,005 | $115,811 | $2,194 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,909 | TotalAmt |
| Program Services | $39,262 | ProgramServicesAmt |
| Management And General | $13,063 | ManagementAndGeneralAmt |
| Fundraising | $40,584 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,678,078 | TotalAmt |
| Program Services | $3,836,983 | ProgramServicesAmt |
| Management And General | $938,698 | ManagementAndGeneralAmt |
| Fundraising | $1,902,397 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,993,136 | BOYAmt |
| EOY | $487,500 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,091,595 | BOYAmt |
| EOY | $7,594,071 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $691,139 | BOYAmt |
| EOY | $636,409 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,261 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,192 | BOYAmt |
| EOY | $176,246 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $82,721 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $51,747 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,518 | BOYAmt |
| EOY | $30,974 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,557,994 | BOYAmt |
| EOY | $9,342,952 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,872,310 | BOYAmt |
| EOY | $24,776,688 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,420,145 | BOYAmt |
| EOY | $43,044,840 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $477,118 | BOYAmt |
| EOY | $476,130 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,415,000 | BOYAmt |
| EOY | $2,415,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,892,118 | BOYAmt |
| EOY | $2,891,130 | 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 | $29,290,333 | BOYAmt |
| EOY | $31,033,540 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,237,694 | BOYAmt |
| EOY | $9,120,170 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,528,027 | BOYAmt |
| EOY | $40,153,710 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,420,145 | BOYAmt |
| EOY | $43,044,840 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,285,629 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $340,054 | 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 | 0 | FederalGrantAuditRequiredInd |
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 | $7,840,511 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,430,120 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,202,906 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,716,822 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,553,307 | CurrentTaxYearAmt |
| Total | $51,743,666 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,840,511 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,430,120 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,202,906 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,716,822 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,553,307 | CurrentTaxYearAmt |
| Total | $51,743,666 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,155,372 | SubstantialContributorsTotAmt |
| Public Support Total170 | $48,588,294 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $80,156 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $37,463 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $42,677 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $96,604 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $371,633 | CurrentTaxYearAmt |
| Total | $628,533 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $215 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year | $27,443 | CurrentTaxYearAmt |
| Total | $27,658 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $313,939 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $303 | CurrentTaxYearMinus2YearsAmt |
| Total | $314,242 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $52,714,099 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $9,962 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.92170 | PublicSupportCY170Pct |
| Public Support PY170 | 0.89910 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2020 AMOUNT: $ 102. 2021 AMOUNT: $ 303. FIRE INSURANCE PROCEEDS - 2020 AMOUNT: $ 313,837. | ExplanationTxt |
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 Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $184,000 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $184,000 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $6,583,881 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $6,767,881 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $488,394 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $122,099 | 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 | $296,460 | CurrentYearMinus3Amt |
| Current Year Minus2 | $430,162 | CurrentYearMinus2Amt |
| Current Year Minus1 | $928,215 | CurrentYearMinus1Amt |
| Current Year | $488,394 | CurrentYearAmt |
| Total | $2,143,231 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,214,847 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $27,250 | CurrentYearMinus3Amt |
| Current Year Minus2 | $9,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $9,000 | CurrentYearMinus1Amt |
| Current Year | $184,000 | CurrentYearAmt |
| Total | $229,250 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $74,115 | CurrentYearMinus3Amt |
| Current Year Minus2 | $107,541 | CurrentYearMinus2Amt |
| Current Year Minus1 | $232,054 | CurrentYearMinus1Amt |
| Current Year | $122,099 | CurrentYearAmt |
| Total | $535,809 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $803,714 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $17,500 | CurrentYearMinus3Amt |
| Total | $17,500 | TotalAmt |
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 | 5 | TotalEasementsCnt |
| Total Acreage | 1550.00 | TotalAcreageCnt |
| Historic Structure Easements | 0 | HistoricStructureEasementsCnt |
| Historic Strctr Easements Aftr | 0 | HistoricStrctrEasementsAftrCnt |
| Modified Easements | 0 | ModifiedEasementsCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 100.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $5,000 | ExpensesIncurredEnforcementAmt |
| Section170h Rqr Stsfd | Yes (1) | Section170hRqrStsfdInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $814,869 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $46,728 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $5,594 | AdministrativeExpensesAmt |
| End Year Balance | $856,003 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $787,453 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $33,010 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $5,594 | AdministrativeExpensesAmt |
| End Year Balance | $814,869 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,415,009 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$51,962 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $570,000 | OtherExpendituresAmt |
| Administrative Expenses | $5,594 | AdministrativeExpensesAmt |
| End Year Balance | $787,453 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $739,404 | BeginningYearBalanceAmt |
| Contributions | $900,000 | ContributionsAmt |
| Investment Earnings Or Losses | $142,969 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $330,000 | OtherExpendituresAmt |
| Administrative Expenses | $37,364 | AdministrativeExpensesAmt |
| End Year Balance | $1,415,009 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $733,129 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $12,269 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $5,994 | AdministrativeExpensesAmt |
| End Year Balance | $739,404 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.75340 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.21780 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.02880 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $82,721 | OtherCostOrOtherBasisAmt |
| Depreciation | $51,747 | DepreciationAmt |
| Book Value | $30,974 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $30,974 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CONSERVATION LAND AND EASEMENT HOLDINGS | $24,754,811 |
| OTHER NON-CURRENT ASSETS (ANSEL ADAMS PHOTOGRAPHS) | $10,900 |
| OTHER ASSETS | $10,977 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $24,776,688 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $12,491,669 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $340,054 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $428,350 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $767,399 | OtherRevenueAmt |
| Revenue Not Reported | $1,535,803 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,955,866 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $7,841 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $7,841 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,963,707 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,865,986 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $428,350 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $767,399 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,195,749 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,670,237 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $7,841 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $7,841 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,678,078 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 9: | ACQUISITIONS OF CONSERVATION, OPEN SPACE, SCENIC, TIMBER OR OTHER SUCH PERPETUALLY OBLIGATED AND ENFORCEABLE EASEMENTS SHALL BE RECORDED AS CONTRIBUTION OF EASEMENT VALUED FROM THE SELLER TO SEMPERVIRENS FUND. ONCE SUCH EASEMENTS HAVE BEEN RECEIVED AND RECORDED BY SEMPERVIRENS FUND SVF, THEIR VALUE WILL BE WRITTEN DOWN TO $1.00 WHEN EASEMENT VALUATION IS NOT ASCERTAINABLE AND NEEDS TO REFLECT THE FACT THAT THEY HAVE NO FUTURE COMMERCIAL OR OBTAINABLE VALUE. |
| PART V, LINE 4: | PERMANENTLY RESTRICTED NET ASSETS REPRESENT ENDOWMENT FUNDS, FOR WHICH THE PRINCIPAL IS TO REMAIN INTACT AND EARNINGS ARE AVAILABLE FOR USE BY SEMPERVIRENS FUND. THE BOARD OF SEMPERVIRENS FUND HAS INTERPRETED CALIFORNIA'S ADOPTION OF UPMIFA, WHICH BECAME EFFECTIVE JANUARY 1, 2009 AS REQUIRING THE PRESERVATION OF THE FAIR VALUE OF THE ORIGINAL GIFT AS OF THE GIFT DATE OF THE DONOR-RESTRICTED ENDOWMENTS ABSENT EXPLICIT DONOR STIPULATIONS TO THE CONTRARY. AS A RESULT OF THIS INTERPRETATION, SEMPERVIRENS FUND CLASSIFIES AS PERMANENTLY RESTRICTED NET ASSETS (1) THE ORIGINAL VALUE OF GIFTS DONATED TO THE PERMANENT ENDOWMENT, (2) THE ORIGINAL VALUE OF SUBSEQUENT GIFTS DONATED TO THE PERMANENT ENDOWMENT, AND (3) ADDITIONS TO THE PERMANENT ENDOWMENT IN ACCORDANCE WITH DONOR DIRECTIONS. THE REMAINING PORTION OF THE DONOR-RESTRICTED ENDOWMENT FUND THAT IS NOT CLASSIFIED IN PERMANENTLY RESTRICTED NET ASSETS BUT IS CLASSIFIED AS TEMPORARILY RESTRICTED NET ASSETS UNTIL THOSE AMOUNTS ARE APPROPRIATED FOR EXPENDITURE BY THE FUND IN A MANNER CONSISTENT WITH THE STANDARD OF PRUDENCE PRESCRIBED BY CALIFORNIA'S ENACTED VERSION OF UPMIFA. SEMPERVIRENS FUND'S ENDOWMENT CURRENTLY CONSISTS OF ONE FUND CREATED AS THE RESULT OF A BEQUEST OF $186,456 RECEIVED WITH THE STIPULATION THAT IT BE USED FOR ENDOWMENT PURPOSES WITH INCOME THEREFROM TO BE USED FOR SEMPERVIRENS FUND'S OPERATIONS. ALL INCOME EARNED ON ENDOWMENT FUND INVESTMENTS IS TREATED AS TEMPORARILY RESTRICTED UNTIL APPROPRIATED BY THE BOARD OF SEMPERVIRENS FUND. THE BOARD OF SEMPERVIRENS FUND CONSIDERS THE FOLLOWING FACTORS IN MAKING A DETERMINATION TO APPROPRIATE OR ACCUMULATE DONOR-RESTRICTED ENDOWMENT FUNDS: -THE DURATION AND PRESERVATION OF FUND. -THE PURPOSES OF FUND AND THE DONOR RESTRICTIONS. -GENERAL ECONOMIC CONDITIONS. -THE POSSIBLE EFFECTS OF INFLATION AND DEFLATION. -THE EXPECTED TOTAL RETURN FROM INCOME AND THE APPRECIATION OF INVESTMENTS. -OTHER RESOURCES OF SEMPERVIRENS FUND. -THE INVESTMENT POLICIES OF SEMPERVIRENS FUND. |
| PART X, LINE 2: | THE FUND HAS BEEN GRANTED TAX EXEMPT STATUS UNDER SECTION 501(C)(3) BY THE INTERNAL REVENUE SERVICE (IRS) AND UNDER SECTION 23701D BY THE CALIFORNIA FRANCHISE TAX BOARD. EACH YEAR, MANAGEMENT CONSIDERS WHETHER ANY MATERIAL TAX POSITION THE FUND HAS TAKEN IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY. MANAGEMENT BELIEVES THAT ANY POSITIONS THE FUND HAS TAKEN ARE SUPPORTED BY SUBSTANTIAL AUTHORITY AND, HENCE, DO NOT NEED TO BE MEASURED OR DISCLOSED IN THESE FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FIRE INSURANCE PROCEEDS 87,163. DONATED CONSERVATION EASEMENT CONTRIBUTION 680,236. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FIRE INSURANCE DISTRIBUTION 87,163. DONATED CONSERVATION EASEMENT EXPENSE 680,236. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| MAL WARWICK & ASSOCIATES | ||||||||
| 2550 NINTH STREET SUITE 103 | BERKELEY | CA | 94710 | FUNDRAISING CONSULTANT | 0 | $1,313,203 | $104,827 | $1,208,376 |
| SEASON KORCHIN | ||||||||
| 5100 CROCKETT PLACE | OAKLAND | CA | 94602 | GRANT WRITER | 0 | $185,000 | $12,058 | $172,942 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $1,498,203 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $116,885 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $1,381,318 | TotalNetToOrganizationAmt |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SARA BARTH | ||||||||||||||
| EXECUTIVE DIRECTOR | $277,236 | $0 | $0 | $0 | $0 | $0 | $22,179 | $0 | $2,526 | $0 | $301,941 | $0 | $0 | $0 |
| MICHAEL KAWALEK | ||||||||||||||
| DEPUTY DIRECTOR | $213,600 | $0 | $0 | $0 | $0 | $0 | $17,213 | $0 | $2,181 | $0 | $232,994 | $0 | $0 | $0 |
| JULIE SEELEN | ||||||||||||||
| CHIEF PHILANTHROPY OFFICER | $178,980 | $0 | $0 | $0 | $0 | $0 | $10,739 | $0 | $14,979 | $0 | $204,698 | $0 | $0 | $0 |
| MATTHEW SHAFFER | ||||||||||||||
| CHIEF MARKETING AND COMMUNICATIONS | $178,783 | $0 | $0 | $0 | $0 | $0 | $5,954 | $0 | $12,048 | $0 | $196,785 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 28 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,188,322 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | 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 | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | NUMBER OF CONTRIBUTIONS IS REPORTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE ORGANIZATION RETAINS A PROFESSIONAL CPA FIRM TO WORK CLOSELY WITH THE FINANCE DIRECTOR TO PREPARE FORM 990. PRIOR TO FILING, THE FORM IS REVIEWED AND APPROVED BY THE AUDIT COMMITTEE, WITH COPIES TO THE FULL BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS AND STAFF ANNUALLY PREPARE EXECUTIVE DISCLOSURE LETTERS DESCRIBING ANY CURRENT OR PROPOSED TRANSACTIONS THAT MAY POSE A CONFLICT. THE DISCLOSURES ARE RETAINED ON FILE. THE EXECUTIVE DIRECTOR ALSO MONITORS BOARD MEMBER INVOLVEMENT WITH ANY LAND TRANSACTIONS. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION FOR ALL EMPLOYEES, INCLUDING THE EXECUTIVE DIRECTOR, IS BASED ON THE FOLLOWING DATA WHICH IS UPDATED ANNUALLY: - MARKET DATA GENERATED BY AN INDEPENDENT THIRD PARTY; AND - ACCOUNTING AND SALARY SURVEYS. AN INDEPENDENT COMPENSATION CONSULTANT PROVIDED ADDITIONAL ASSISTANCE SETTING THE EXECUTIVE DIRECTOR'S COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | ORGANIZATIONAL DOCUMENTS, THE CONFLICT OF INTEREST POLICY, THE MOST RECENT FINANCIAL STATEMENT, FORM 1023 AND THREE YEARS' OF FORM 990 ARE AVAILABLE FOR INSPECTION AT OUR OFFICES, OR ON OUR WEBSITE. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. |
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