2024-12-17T17:25:55-06:00 2024-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 18500 VON KARMAN AVE 10TH FLOOR IRVINE CA 92612 990 2023-07-01 942155097 SEMPERVIRENS FUND SEMP 6509491453 PO BOX 1417 LOS ALTOS CA 940231417 SARA BARTH EXECUTIVE DIRECTOR 6509491453 2024-12-16 1 0 BRIAN YACKER P00401346 9492222999 2024-12-16 2023 2024-10-15 13:58:12Z SARA BARTH PO BOX 1417 LOS ALTOS CA 940231417 23116064 0 X WWW.SEMPERVIRENS.ORG X 1906 CA PROTECT AND PERMANENTLY PRESERVE SANTA CRUZ REDWOOD FOREST HABITAT. 13 13 25 35 0 0 12716822 10553307 0 0 106160 382957 0 27443 12822982 10963707 0 0 0 0 2651819 3252887 94895 116885 1902397 13516537 3308306 16263251 6678078 -3440269 4285629 38420145 43044840 2892118 2891130 35528027 40153710 X 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. 0 0 1562935 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 1292002 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 848895 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. 133151 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. 133151 3836983 1 1 0 1 0 0 1 0 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 16 0 1 25 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AL AR CA CO CT DE FL GA HI KS KY LA MD ME MI MN MS NC ND NH NM NV OH OK OR PA RI SC SD UT VA WA WI WV X X X THE ORGANIZATION 6509491453 PO BOX 1417 LOS ALTOS CA 940231417 EVAN SIEGEL PRESIDENT 1.00 X X 0 0 0 PETER STAPLE VICE PRESIDENT 1.00 X X 0 0 0 GAGE DAYTON SECRETARY 1.00 X X 0 0 0 MARIMO BERK DIRECTOR 1.00 X 0 0 0 KEVIN FLYNN DIRECTOR 1.00 X 0 0 0 WILLIAM N HARRIS DIRECTOR 1.00 X 0 0 0 PAMELA KOCH DIRECTOR 1.00 X 0 0 0 JUAN BENITEZ DIRECTOR 1.00 X 0 0 0 DIANE TALBERT DIRECTOR 1.00 X 0 0 0 VISHY VENUGOPALAN DIRECTOR 1.00 X 0 0 0 MICHAEL WATKINS DIRECTOR 1.00 X 0 0 0 JACQUELINE WENDER DIRECTOR 1.00 X 0 0 0 BRAD LEWIS DIRECTOR 1.00 X 0 0 0 SARA BARTH EXECUTIVE DIRECTOR 40.00 X 277236 0 24705 PATRICK GIBBONS CFO (THROUGH 5/31/24) 32.00 X 135744 0 12956 CLAIRE SUNSPIRAL CFO (STARTING 4/15/24) 40.00 X 0 0 0 MICHAEL KAWALEK DEPUTY DIRECTOR 40.00 X 213600 0 19394 JULIE SEELEN CHIEF PHILANTHROPY OFFICER 40.00 X 178980 0 25718 MATTHEW SHAFFER CHIEF MARKETING AND COMMUNICATIONS 40.00 X 178783 0 18002 LAURA MCLENDON DIRECTOR OF LAND CONSERVATION 40.00 X 125211 0 20034 AMANDA KRAUSS DIRECTOR OF TRIBUTE & LEGACY GIVING 40.00 X 124764 0 19963 IAN ROWBOTHAM SENIOR LAND STEWARDSHIP MANAGER 40.00 X 110004 0 17995 ANN BLANCHARD MANAGER OF ANNUAL PHILANTHROPIC GIVING 40.00 X 103708 0 18391 LAUREN HOFMAYER DIRECTOR, MAJOR GIFTS 40.00 X 100432 0 15422 1548462 0 192580 10 0 1 0 BW ENGINEERING 225 CROSSROADS BLVD 135 CARMEL CA 93923 LAND STEWARDSHIP CONTRACTOR 143089 RESOURCE CONSERVATION DISTRICT OF SANTA 820 BAY AVE SUITE 136 CAPITOLA CA 95010 LAND STEWARDSHIP CONTRACTOR 108865 MAL WARWICK & ASSOCIATES INC 2550 NINTH STREET SUITE 103 BERKELEY CA 94710 FUNDRAISING CONSULTANT 104827 3 10553307 2188322 10553307 371633 371633 12149524 12138200 11324 11324 11324 41600 14157 27443 27443 10963707 0 0 410400 1215985 396570 468754 350661 1597298 947982 27631 621685 100044 76328 681 23035 142354 84137 27056 31161 197206 107920 36997 52289 11374 11374 50100 50100 184000 184000 116885 116885 7841 7841 177221 89180 73661 14380 403150 399711 3079 360 281432 115528 41097 124807 108566 31234 58801 18531 84656 16082 68056 518 77427 40389 12105 24933 52075 14885 25203 11987 8544 8544 95330 51899 22379 21052 STEWARDSHIP EXPENSES 905238 905238 DIRECT MAIL 449529 449529 EDUCATION AND OUTREACH 200909 200909 LAND EXPENSE 118005 115811 2194 92909 39262 13063 40584 6678078 3836983 938698 1902397 1993136 487500 5091595 7594071 691139 636409 18261 0 156192 176246 82721 51747 39518 30974 3557994 9342952 26872310 24776688 38420145 43044840 477118 476130 2415000 2415000 2892118 2891130 X 29290333 31033540 6237694 9120170 35528027 40153710 38420145 43044840 4285629 340054 0 X X 0 1 X 1 0 X 7840511 11430120 9202906 12716822 10553307 51743666 7840511 11430120 9202906 12716822 10553307 51743666 3155372 48588294 80156 37463 42677 96604 371633 628533 215 27443 27658 313939 303 314242 52714099 9962 0.92170 0.89910 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 102. 2021 AMOUNT: $ 303. FIRE INSURANCE PROCEEDS - 2020 AMOUNT: $ 313,837. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 184000 184000 6583881 6767881 488394 122099 0 0 296460 430162 928215 488394 2143231 3214847 27250 9000 9000 184000 229250 74115 107541 232054 122099 535809 803714 17500 17500 X X X 5 1550.00 0 0 0 1 1 100.00 5000 1 814869 46728 5594 856003 787453 33010 5594 814869 1415009 -51962 570000 5594 787453 739404 900000 142969 330000 37364 1415009 733129 12269 5994 739404 0.75340 0.21780 0.02880 0 0 82721 51747 30974 30974 CONSERVATION LAND AND EASEMENT HOLDINGS 24754811 OTHER NON-CURRENT ASSETS (ANSEL ADAMS PHOTOGRAPHS) 10900 OTHER ASSETS 10977 24776688 X 12491669 340054 428350 767399 1535803 10955866 7841 7841 10963707 7865986 428350 767399 1195749 6670237 7841 7841 6678078 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. X X X X X 1 MAL WARWICK & ASSOCIATES 2550 NINTH STREET SUITE 103 BERKELEY CA 94710 FUNDRAISING CONSULTANT 0 1313203 104827 1208376 SEASON KORCHIN 5100 CROCKETT PLACE OAKLAND CA 94602 GRANT WRITER 0 185000 12058 172942 1498203 116885 1381318 AK AL AR AZ CA CO CT DE FL GA HI IA ID IN KS KY LA MD ME MI MN MS MT NC ND NE NH NM NV OH OK OR PA RI SC SD TX UT VA VT WA WI WV WY X X X X 0 0 0 0 0 0 0 0 0 SARA BARTH EXECUTIVE DIRECTOR 277236 0 0 0 0 0 22179 0 2526 0 301941 0 0 0 MICHAEL KAWALEK DEPUTY DIRECTOR 213600 0 0 0 0 0 17213 0 2181 0 232994 0 0 0 JULIE SEELEN CHIEF PHILANTHROPY OFFICER 178980 0 0 0 0 0 10739 0 14979 0 204698 0 0 0 MATTHEW SHAFFER CHIEF MARKETING AND COMMUNICATIONS 178783 0 0 0 0 0 5954 0 12048 0 196785 0 0 0 X 28 2188322 FMV 0 1 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS IS REPORTED. 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.