2023-03-28T17:08:33-05:00 2022-09-30 410746749 CLIFTONLARSONALLEN LLP 2875 MICHELLE DRIVE 300 IRVINE CA 92606 990 2021-10-01 931229006 NATURAL COMMUNITIES COALITION NATU 7149736654 13042 OLD MYFORD ROAD IRVINE CA 92602 JAMES SULENTICH EXEC DIRECTOR 7149736654 2023-03-28 1 JAMES SULENTICH 999009999 LISA N RYSSEL CPA P00643670 7149781300 2023-03-31 0 AAL1 IAL1 2021 2023-04-26 12:10:37Z JAMES SULENTICH 13042 OLD MYFORD ROAD IRVINE CA 92602 1991535 0 X WWW.OCCONSERVATION.ORG X 1996 CA TO ENCOURAGE PRESERVATION, ENHANCEMENT AND RESTORATION OF NATURAL RESOURCES WITHIN THE DESIGNATED RESERVE THROUGH INTERACTION WITH THE PUBLIC AGENCIES, CONSERVATION-ORIENTED ORGANIZATIONS, PROPERTY OWNERS AND THE INTERESTED PUBLIC. 15 15 4 15 0 0 198527 283185 0 0 949373 963013 0 0 1147900 1246198 0 0 0 0 495117 532280 0 0 0 1068488 1357471 1563605 1889751 -415705 -643553 32527301 26877749 205412 332057 32321889 26545692 X TO ENCOURAGE PRESERVATION, ENHANCEMENT AND RESTORATION OF NATURAL RESOURCES WITHIN THE DESIGNED RESERVE THROUGH INTERACTION WITH THE PUBLIC AGENCIES, CONSERVATION-ORIENTED ORGANIZATIONS, PROPERTY OWNERS AND THE INTERESTED PUBLIC. 0 0 908517 RESTORATION AND ENHANCEMENT - WORKING WITH PARTICIPATING LANDOWNERS THAT MAKE UP THE MORE THAN 37,000 ACRE NATURE RESERVE OF ORANGE COUNTY (NROC), THE NATURAL COMMUNITIES COALITION (NCC) COORDINATED THE RESTORATION OF THE COASTAL SAGE SCRUB (CSS) HABITAT WITHIN THE RESERVE. THIS BENEFITS THE COASTAL CACTUS WREN, CALIFORNIA GNATCATCHER AND ORANGE-THROATED WHIPTAIL LIZARD, EACH IDENTIFIED IN THE NATURAL COMMUNITY CONSERVATION PLAN (NCCP) AND HABITAT CONSERVATION PLAN (HCP) FOR THE CENTRAL AND COASTAL SUBREGION OF ORANGE COUNTY, CALIFORNIA. NROC AND THE HABITAT RESTORATION EFFORTS WITHIN BENEFIT AN ADDITIONAL 31 IDENTIFIED SPECIES WHOSE LONG-TERM SURVIVAL IS DEPENDENT UPON HEALTHY AND CONNECTED LANDSCAPES. IN 2021 NCC COMPLETED AND RECEIVED DONOR SIGN-OFF FOR ITS MULTI-YEAR POND CREATION AND UPLAND HABITAT RESTORATION TO BENEFIT WESTERN SPADEFOOT TOADS IN THE COASTAL PORTION OF NROC. 533217 MONITORING COORDINATING - THE ANNUAL MONITORING OF SPECIES AND NATURAL COMMUNITIES OF THE RESERVE IS THE WAY NCC MEASURES THE SUCCESS OF LAND MANAGEMENT ACTIONS AND IMPACTS OF PUBLIC RECREATION, AND HOW IT TRACKS THE ECOLOGICAL HEALTH OF THE SPECIES FOR WHICH NROC WAS ESTABLISHED. IN ADDITION TO ONGOING ECOLOGICAL MONITORING EFFORTS, NCC ASSEMBLED ITS PARTNERS AND OTHER SCIENTIFIC EXPERTS TO DRAFT A COMPREHENSIVE ECOLOGICAL HEALTH ASSESSMENT OF NROC. 47459 COWBIRD TRAPPING - NCC CONTINUED ITS ANNUAL OBLIGATION TO TRAP BROWNHEADED COWBIRDS TO MANAGE THEIR IMPACTS ON PROTECTED BIRD SPECIES. COWBIRDS ARE BROOD PARASITES. FEMALE COWBIRDS LAY THEIR EGGS IN THE NEST OF OTHER NATIVE BIRDS. THE NESTOWNING SPECIES THEN UNKNOWINGLY RAISE THE COWBIRD CHICK TO MATURITY OFTEN TO THE DETRIMENT OF ITS OWN CLUTCH. IN AREAS WHERE THE COWBIRD POPULATIONS ARE HIGH, TRAPS ARE USED TO LOWER THEIR NUMBERS AND INCREASE REPRODUCTIVE AND FLEDGLING SUCCESS OF BIRD SPECIES PARASITIZED BY COWBIRDS. A TOTAL OF NEARLY TWO DOZEN COWBIRD TRAPS WERE DEPLOYED FOR A TOTAL OF MORE THAN 2,400 TRAPDAYS IN AREAS OF THE RESERVE WHERE COWBIRD IMPACTS ON PROTECTED SONGBIRDS ARE POTENTIALLY HIGH. 1489193 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 15 0 1 4 1 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X X X JAMES SULENTICH 7149736654 13042 OLD MYFORD ROAD IRVINE CA 92602 STEVE LAMAR IRWD PRESIDENT 1.00 X X 0 0 0 DIANE DOESSERICH MWD VICE PRESIDENT/TREASURER 1.00 X X 0 0 0 MARK DENNY PAL SECRETARY 1.00 X X 0 0 0 CAROL ROBERTS USFWS DIRECTOR 1.00 X 0 0 0 NANCY GARDNER CITY OF NB DIRECTOR 1.00 X 0 0 0 KAREN DREWE CDFW DIRECTOR 1.00 X 0 0 0 TODD LEWIS CDPR DIRECTOR 1.00 X 0 0 0 DOUG FERAMENGA TCA DIRECTOR 1.00 X 0 0 0 KENNETH BORNGREBE SCE DIRECTOR 1.00 X 0 0 0 CASCADE SORTE UCI DIRECTOR 1.00 X 0 0 0 SCOTT SMITH CITY OF IRVINE DIRECTOR 1.00 X 0 0 0 MICHAEL RECUPERO PAL DIRECTOR 1.00 X 0 0 0 THOMAS EASTMAN PAL DIRECTOR 1.00 X 0 0 0 TOM STARNES CNTY OF ORANGE DIRECTOR 1.00 X 0 0 0 HALLIE JONES DIRECTOR 1.00 X 0 0 0 JAMES SULENTICH EXECUTIVE DIRECTOR 40.00 X 213312 0 9941 213312 0 9941 1 0 1 0 NORTHERN TRUST 660 NEWPORT CENTER DRIVE SUITE 110 NEWPORT BEACH CA 92660 FINANCIAL INVESTMENT SERVICES 129792 UTAH STATE UNIVERSITY PO BOX 410027 SALT LAKE CITY UT 54141 RECREATION MANAGEMENT SERVICES 126070 LAND IQ LLC 2020 L STREET SUITE 210 SACRAMENTO CA 95811 RESTORATION AND MONITORING PROJECTS 111571 REGENTS OF THE UC - IRVINE 120 THEORY SUITE 200 IRVINE CA 92597 RESTORATION AND MONITORING PROJECTS 101485 4 283185 283185 870068 870068 838282 745337 92945 92945 92945 1246198 0 0 963013 X 236325 118162 118163 264925 225096 39829 31030 23156 7874 53719 53719 125561 125561 1090799 1073729 17070 2337 714 1623 3955 3955 5098 3328 1770 7469 7469 12139 11524 615 12388 8128 4260 GRANT MANAGEMENT 17070 17070 MISC. EXPENSES 5007 5007 TELEPHONE 4572 4572 PAYROLL SERVICE 4188 2868 1320 13169 5418 7751 1889751 1489193 400558 0 3047 273979 988866 944890 152630 102973 31612 36195 9508 8713 107474 80278 38300 27196 31303338 25483803 32527301 26877749 75780 332057 129632 205412 332057 X 18870308 16912921 13451581 9632771 32321889 26545692 32527301 26877749 -643553 -5132644 0 X 0 1 X 1 0 X 1736878 838431 544016 198527 283185 3601037 1736878 838431 544016 198527 283185 3601037 1453965 2147072 658278 786781 694436 623195 870068 3632758 7233795 0.29680 0.30390 X FOR THE YEAR ENDED SEPTEMBER 30, 2022, NATURAL COMMUNITIES COALITION (NCC) HAS A PUBLIC SUPPORT % OF 29.68%.NCC MAINTAINS A CONTINUOUS PROGRAM TO SOLICIT FUNDS FROM GOVERNMENTAL UNITS, PUBLIC COMPANIES, AND OTHER PUBLIC CHARITIES. THIS PROGRAM IS IN THE FORM OF GRANT SOLICITATIONS FOR PROGRAM-RELATED PROJECTS.EACH YEAR NCC CONSIDERS THE AVAILABLE CALIFORNIA DEPARTMENT OF FISH AND WILDLIFE, AND STATE WILDLIFE CONSERVATION BOARD GRANTS AND APPLIES FOR STATE FUNDING WHEN PROJECT APPROPRIATE.NCC ALSO RECEIVES FUNDS FROM THE PUBLIC IN THE FORM OF IN LIEU MITIGATION FEES. THE LARGEST SUPPORT FOR NCC FOR THE PAST THREE FISCAL YEARS HAS BEEN INVESTMENT INCOME DUE TO FAVORABLE MARKET CONDITIONS.NCC IS ACTIVELY INVOLVED IN PUBLIC OUTREACH PROGRAMS DESIGNED TO EDUCATE AND ATTRACT BOTH PUBLIC AND PRIVATE SUPPORT.A LARGE CONTRIBUTOR TO NCC OVER THE PAST SEVERAL YEARS IS THE NATURE CONSERVANCY (TNC), A 501(C)3 PUBLIC CHARITY. EACH YEAR NCC COORDINATES WITH TNC ON SHARED CONSERVATION PRIORITIES AND APPLIES FOR TNC FUNDING WHEN PROJECT APPROPRIATE. THE NCC BOARD OF DIRECTORS CONSISTS OF FEDERAL, STATE AND REGIONAL AGENCIES, LOCAL GOVERNMENT JURISDICTIONS, CORPORATIONS AND ORGANIZATIONS FOCUSED ON SUPPORTING PUBLIC INTEREST WHILE ADVANCING NCC'S GOALS.THE NCC BOARD OF DIRECTORS IS SPECIFICALLY MADE UP OF THE FOLLOWING GOVERNMENTAL, PUBLIC AND BUSINESS ENTITIES: US FISH AND WILDLIFE SERVICE CALIFORNIA DEPARTMENT OF FISH AND WILDLIFE CALIFORNIA DEPARTMENT OF PARKS AND RECREATION COUNTY OF ORANGE IRVINE RANCH WATER DISTRICT METROPOLITAN WATER DISTRICT SOUTHERN CALIFORNIA EDISON UNIVERSITY OF CALIFORNIA, IRVINE TRANSPORTATION CORRIDOR AGENCIES CITY OF IRVINE IRVINE COMPANY CITY OF NEWPORT BEACH COASTAL GREENBELT AUTHORITY ORANGE COUNTY FIRE AUTHORITY SOUTHWEST RESOURCE MANAGEMENT ASSOCIATION THERE ARE ALSO THREE PUBLIC AT-LARGE MEMBERS REPRESENTING THE BUSINESS, ENVIRONMENTAL AND RECREATION COMMUNITIES.THE NCC MISSION STATEMENT IS "LEAD COORDINATION AMONG NATURAL COMMUNITY CONSERVATION PLAN AND HABITAT CONSERVATION PLAN LANDOWNER SIGNATORIES IN THE CENTRAL AND COASTAL SUBREGION OF ORANGE COUNTY, CALIFORNIA TO HELP ENSURE THE PERSISTENCE OF THE NATURE RESERVE OF ORANGE COUNTY'S NATURAL COMMUNITIES, INCLUDING THE FULL SPECTRUM OF NATIVE PLANTS AND ANIMAL SPECIES, THROUGH PROTECTION, STUDY AND RESTORATION OF NATIVE HABITATS AND NATURAL PROCESSES." RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 13381640 -1783577 2042774 9555289 12547365 2094461 1260186 13381640 12727386 213742 368524 12572604 13083885 623914 980413 12727386 12694867 1112249 723231 13083885 1.00000 0.00000 0 0 5000 1861 3139 14468 13460 1008 88006 64957 23049 27196 -4012007 -5132644 -5132644 1120637 125561 125561 1246198 1764190 0 1764190 125561 125561 1889751 PART IV, LINE 2B PER A LETTER OF AGREEMENT AMONG THE U.S. FISH AND WILDLIFE SERVICE, THE CALIFORNIA DEPARTMENT OF FISH AND WILDLIFE AND THE NATURAL COMMUNITIES COALITION, THE COALITION HAS TAKEN OVER MANAGEMENT OF THE PACIFIC POCKET MOUSE CUSTODIAL FUND. THE CUSTODIAL FUND PAYABLE BALANCE AT SEPTEMBER 30, 2022 AND 2021, WAS $110,648 AND $129,632, RESPECTIVELY. PART V, LINE 4 THE NCC ENDOWMENT CONSISTS OF TWO DONOR-RESTRICTED FUNDS PRIMARILY ESTABLISHED TO SUPPORT THE COALITION'S OPERATIONS AND MISSION. THE TWO FUNDS ARE THE NCCP/HCP ENDOWMENT AND THE COWBIRD TRAPPING ENDOWMENT. AS REQUIRED BY UNITED STATES GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. PART X LINE 2 THE COALITION IS A NONPROFIT ORGANIZATION AS DESCRIBED IN SECTION 50L(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE IRC AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN REFLECTED IN THE ACCOMPANYING FINANCIAL STATEMENTS. FASB ASC TOPIC 740, INCOME TAXES, REQUIRES MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN BY THE COALITION AND TO RECOGNIZE A TAX LIABILITY IF THE COALITION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE COALITION AND HAS CONCLUDED THAT, AS OF SEPTEMBER 30, 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE COALITION IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS. THE STATUTE OF LIMITATIONS FOR FEDERAL AND CALIFORNIA STATE PURPOSES IS GENERALLY THREE AND FOUR YEARS, RESPECTIVELY. 1 X X X 0 0 0 0 0 0 0 0 0 JAMES SULENTICH EXECUTIVE DIRECTOR 203312 0 10000 0 0 0 0 0 9941 0 223253 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE BOARD MEMBERS REVIEW THE PREPARED FORM 990 PRIOR TO FILING WITH THE IRS. THIS IS DONE AT A REGULAR BOARD MEETING. THE EXECUTIVE DIRECTOR SENDS THE FORM 990 TO THE MEMBERS PRIOR TO THE MEETING, AND AT THE MEETING ASKS WHETHER THERE ARE QUESTIONS OR COMMENTS. FORM 990, PART VI, SECTION B, LINE 12C THE STAFF, OFFICERS AND DIRECTORS ARE ALL SUBJECT TO THE CONFLICT OF INTEREST POLICY. TRANSACTIONS ARE MONITORED BY STAFF AND THE EXECUTIVE DIRECTOR (WHO IS AN OFFICER). THE DETERMINATION WOULD BE MADE AT THE OFFICER LEVEL. RESTRICTIONS IMPOSED WOULD BE DETERMINED ON A CASE BY CASE BASIS. FORM 990, PART VI, SECTION B, LINE 15A THERE IS AN ANNUAL REVIEW OF THE EXECUTIVE DIRECTOR'S COMPENSATION AND PERFORMANCE CONDUCTED BY THE BOARD OF DIRECTORS. THE COMPENSATION OF THE EXECUTIVE DIRECTOR WOULD BE BROUGHT BEFORE THE FULL GOVERNING BOARD FOR A VOTE TO CHANGE THE BASE AMOUNT. FORM 990, PART VI, SECTION C, LINE 19 THE AUDITED FINANCIAL STATEMENTS ARE ON THE NCC WEBSITE - OCCONSERVATION.ORG. ALL OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,073,729. MANAGEMENT AND GENERAL EXPENSES 17,070. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,090,799. FORM 990, PART IX, LINE 24E PRINTING, POSTAGE AND SHIPPING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 4,182. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,182. VEHICLE & EQUIPMENT: PROGRAM SERVICE EXPENSES 1,418. MANAGEMENT AND GENERAL EXPENSES 2,592. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,010. HONORARIUMS: PROGRAM SERVICE EXPENSES 4,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,000. MEMBERSHIPS AND SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 977. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 977.