MARIN AGRICULTURAL LAND TRUST: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MARIN AGRICULTURAL LAND TRUST (EIN 94-2689383)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-01
- IRS object ID
- 202541219349301999
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-01T15:00:47-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941254756 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOOD & STRONG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2580 N 1ST ST STE 460 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95131 | 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 | 942689383 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARIN AGRICULTURAL LAND TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARI | BusinessNameControlTxt |
| Phone | 4156631158 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 809 | AddressLine1Txt |
| City | POINT REYES STATION | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94956 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LILY VERDONE | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4156631158 | PhoneNum |
| Signature | 2025-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAGA E KISRIEV | PreparerPersonNm |
| PTIN | P01008919 | PTIN |
| Phone | 4089988400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LILY VERDONE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 809 | AddressLine1Txt |
| City | POINT REYES STATION | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94956 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $15,003,306 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MALT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1980 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO PERMANENTLY PROTECT MARIN'S AGRICULTURAL LAND FOR AGRICULTURAL USE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 26 | TotalEmployeeCnt |
| Total Volunteers | 65 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,890,687 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,576,800 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $430,449 | PYInvestmentIncomeAmt |
| CY Investment Income | $511,122 | CYInvestmentIncomeAmt |
| PY Other Revenue | $41,800 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $7,362,936 | PYTotalRevenueAmt |
| CY Total Revenue | $13,087,922 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $676,725 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $625,059 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,892,400 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,458,860 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $81,600 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $81,600 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,046,760 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,168,543 | PYOtherExpensesAmt |
| CY Other Expenses | $14,797,808 | CYOtherExpensesAmt |
| PY Total Expenses | $11,819,268 | PYTotalExpensesAmt |
| CY Total Expenses | $18,963,327 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,456,332 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$5,875,405 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $30,626,868 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,270,947 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $400,332 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $520,105 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $30,226,536 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $26,750,842 | NetAssetsOrFundBalancesEOYAmt |
| Mission | MALT'S MISSION IS TO PERMANENTLY PROTECT MARIN AGRICULTURAL LAND FOR AGRICULTURAL USE. MALT'S VISION FOR MARIN COUNTY IS A THRIVING AND INCLUSIVE AGRICULTURAL COMMUNITY IN A HEALTHY AND DIVERSE NATURAL ENVIRONMENT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $14,378,107 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | CONSERVATION EASEMENT PROGRAM:SINCE ITS INCEPTION, MALT HAS ACQUIRED 97 AGRICULTURAL CONSERVATION EASEMENTS COVERING 58,739 ACRES. THESE EASEMENTS PROHIBIT DEVELOPMENT, SUBDIVISION, AND USES OR PRACTICES WHICH WOULD BE DESTRUCTIVE TO THE AGRICULTURAL VALUE OF THE LAND. AFTER THE EASEMENTS ARE RECORDED, OWNERS ARE BOUND BY ITS TERMS IN PERPETUITY. MALT PURCHASED 4 CONSERVATION EASEMENTS TOTALING $13,336,291 DURING THE YEAR ENDED JUNE 30, 2024. MALT STAFF VISIT EACH EASEMENT ANNUALLY TO MONITOR CONDITIONS AND ENSURE COMPLIANCE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $483,613 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | OUTREACH:MALT'S COMMUNITY OUTREACH PROGRAMS INCLUDE A VARIETY OF HIKES AND EVENTS ON FARMS AND RANCHES THROUGHOUT MARIN COUNTY. THESE EVENTS CONNECT PEOPLE WITH THE LAND THAT MALT PROTECTS, THE FARMING FAMILIES WHO STEWARD THE LAND, AND THE CELEBRATED LOCAL FOOD GROWN AND RAISED ON IT. MALT EVENTS HIGHLIGHT THE IMPORTANCE OF LOCAL FARMLAND FOR THE ECONOMY, ENVIRONMENT, CULTURE, RECREATION, AND EDUCATION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,041,629 | ExpenseAmt |
| Grant | $625,059 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | STEWARDSHIP ASSISTANCE PROGRAM:MALT USES INCENTIVE-BASED GRANT PROGRAMS AND TO IMPROVE STEWARDSHIP OF NATURAL AND WORKING LANDS ON EASEMENT AND NON-EASEMENT AGRICULTURAL LANDS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $15,903,349 | 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 | 0 | 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 | Yes (1) | 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 | 31 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 26 | 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 | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | 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 | LILY VERDONE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4156631158 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 809 | AddressLine1Txt |
| City | POINT REYES STATION | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94956 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| TAMARA HICKS | |||||||
| CHAIR | 25.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DIANA HAGAN | |||||||
| VICE CHAIR | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAVID SCHRADER | |||||||
| TREASURER | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LISA PONCIA | |||||||
| SECRETARY | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARCIA BARINAGA | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA BOUCKE | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREW GIACOMINI | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LYNNE HEINRICH | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TIM KEHOE | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CAITLIN LANDESBERG | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL MARTIN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MOLLY MYERSON | |||||||
| DIRECTOR (THRU 6/7/24) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JIM JENSEN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREW RIESENFELD | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT MCGEE | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| IRIS KIM | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| VIVIEN STRAUS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KRISTINE BALL | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GUIDO FROSINI | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KRISTINA PHIPPS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LILY VERDONE | |||||||
| EXECUTIVE DIRECTOR | 37.50 | Yes (X) | $262,701 | $0 | $29,538 | ||
| JENNIFER CARLIN | |||||||
| DEPUTY DIRECTOR | 37.50 | $209,407 | $0 | $54,841 | Yes (X) | ||
| MARCELLA DISCULLO | |||||||
| DIRECTOR OF DEVELOP. (THRU 12/13/23) | 37.50 | $148,630 | $0 | $9,264 | Yes (X) | ||
| PETER FUGAZZOTTO | |||||||
| DIRECTOR OF COMMUNICATIONS | 37.50 | $145,837 | $0 | $40,708 | Yes (X) | ||
| ZACHARY MENDES | |||||||
| DIRECTOR OF LAND PROTECTION | 37.50 | $140,916 | $0 | $33,034 | Yes (X) | ||
| MATTHEW DOLKAS | |||||||
| SR MANAGER, MARKETING & COMMS | 37.50 | $120,883 | $0 | $27,813 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,028,374 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $195,198 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PAULA GORMAN-LIFT UP CAREER LLC | |||||
| 504 ENGLISH ST | PETALUMA | CA | 94952 | ADMIN & EVENTS CONSULTING | $119,066 |
| SHUTE MIHALY & WEINBERGER LLP | |||||
| 396 HAYES ST | SAN FRANCISCO | CA | 94102 | LEGAL | $102,175 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $8,773,433 | GovernmentGrantsAmt |
| All Other Contributions | $3,803,367 | AllOtherContributionsAmt |
| Noncash Contributions | $77,873 | NoncashContributionsAmt |
| Total Contributions | $12,576,800 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $813,069 | TotalRevenueColumnAmt |
| Exclusion | $813,069 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,613,437 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,915,384 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$301,947 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$301,947 | TotalRevenueColumnAmt |
| Exclusion | -$301,947 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,087,922 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $511,122 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $625,059 | TotalAmt |
| Program Services | $625,059 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $314,460 | TotalAmt |
| Management And General | $314,460 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,498,363 | TotalAmt |
| Program Services | $1,132,252 | ProgramServicesAmt |
| Management And General | $301,805 | ManagementAndGeneralAmt |
| Fundraising | $1,064,306 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,790 | TotalAmt |
| Program Services | $38,824 | ProgramServicesAmt |
| Management And General | $12,659 | ManagementAndGeneralAmt |
| Fundraising | $34,307 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $353,547 | TotalAmt |
| Program Services | $150,126 | ProgramServicesAmt |
| Management And General | $30,426 | ManagementAndGeneralAmt |
| Fundraising | $172,995 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $206,700 | TotalAmt |
| Program Services | $86,918 | ProgramServicesAmt |
| Management And General | $37,373 | ManagementAndGeneralAmt |
| Fundraising | $82,409 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,746 | TotalAmt |
| Program Services | $72,966 | ProgramServicesAmt |
| Management And General | $780 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,700 | TotalAmt |
| Management And General | $43,700 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,600 | TotalAmt |
| Fundraising | $81,600 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $394,808 | TotalAmt |
| Program Services | $231,189 | ProgramServicesAmt |
| Management And General | $144,965 | ManagementAndGeneralAmt |
| Fundraising | $18,654 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $325,567 | TotalAmt |
| Fundraising | $325,567 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,795 | TotalAmt |
| Program Services | $28,115 | ProgramServicesAmt |
| Management And General | $27,416 | ManagementAndGeneralAmt |
| Fundraising | $52,264 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,028 | TotalAmt |
| Program Services | $34,280 | ProgramServicesAmt |
| Management And General | $13,185 | ManagementAndGeneralAmt |
| Fundraising | $35,563 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,800 | TotalAmt |
| Program Services | $16,764 | ProgramServicesAmt |
| Management And General | $15,181 | ManagementAndGeneralAmt |
| Fundraising | $11,855 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,706 | TotalAmt |
| Program Services | $10,424 | ProgramServicesAmt |
| Management And General | $2,635 | ManagementAndGeneralAmt |
| Fundraising | $1,647 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,048 | TotalAmt |
| Program Services | $5,806 | ProgramServicesAmt |
| Management And General | $5,816 | ManagementAndGeneralAmt |
| Fundraising | $1,426 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,442 | TotalAmt |
| Program Services | $24,531 | ProgramServicesAmt |
| Management And General | $33,783 | ManagementAndGeneralAmt |
| Fundraising | $34,128 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,320 | TotalAmt |
| Program Services | $20,321 | ProgramServicesAmt |
| Management And General | $6,542 | ManagementAndGeneralAmt |
| Fundraising | $15,457 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EASEMENT ACQUISITIONS | $13,336,291 | $13,336,291 | ||
| DUES AND SUBSCRIPTIONS | $114,643 | $39,989 | $10,628 | $64,026 |
| OTHER EVENTS | $111,914 | $49,494 | $11,864 | $50,556 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,963,327 | TotalAmt |
| Program Services | $15,903,349 | ProgramServicesAmt |
| Management And General | $1,013,218 | ManagementAndGeneralAmt |
| Fundraising | $2,046,760 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,086,297 | BOYAmt |
| EOY | $673,407 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,752,928 | BOYAmt |
| EOY | $4,478,887 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $912,558 | BOYAmt |
| EOY | $592,299 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,315 | BOYAmt |
| EOY | $34,575 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,257,632 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,072,364 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,277,710 | BOYAmt |
| EOY | $1,185,268 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,005,792 | BOYAmt |
| EOY | $19,785,132 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $517,268 | BOYAmt |
| EOY | $521,379 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,626,868 | BOYAmt |
| EOY | $27,270,947 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $400,332 | BOYAmt |
| EOY | $520,105 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $400,332 | BOYAmt |
| EOY | $520,105 | 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 | $16,081,026 | BOYAmt |
| EOY | $12,015,207 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,145,510 | BOYAmt |
| EOY | $14,735,635 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,226,536 | BOYAmt |
| EOY | $26,750,842 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,626,868 | BOYAmt |
| EOY | $27,270,947 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$5,875,405 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,399,711 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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 | $5,607,368 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,421,707 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,351,331 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,890,687 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,576,800 | CurrentTaxYearAmt |
| Total | $39,847,893 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,607,368 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,421,707 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,351,331 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,890,687 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,576,800 | CurrentTaxYearAmt |
| Total | $39,847,893 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,592,571 | SubstantialContributorsTotAmt |
| Public Support Total170 | $35,255,322 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $502,641 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $338,511 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $370,205 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $558,677 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $813,069 | CurrentTaxYearAmt |
| Total | $2,583,103 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $52,405 | CurrentTaxYearMinus4YearsAmt |
| Total | $52,405 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $42,483,401 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $69,798 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.82990 | PublicSupportCY170Pct |
| Public Support PY170 | 0.81050 | 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 | GROSS INCOME FROM FUNDRAISING EVENTS - 2019 AMOUNT: $ 52,405. | 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 | $0 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $18,881,727 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $18,881,727 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $437,855 | CurrentYearMinus3Amt |
| Current Year Minus2 | $408,613 | CurrentYearMinus2Amt |
| Current Year Minus1 | $736,883 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $2,583,351 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,875,027 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $2,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $150,000 | CurrentYearMinus2Amt |
| Total | $152,000 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $109,464 | CurrentYearMinus3Amt |
| Current Year Minus2 | $102,153 | CurrentYearMinus2Amt |
| Current Year Minus1 | $184,221 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $645,838 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $968,757 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Preservation Open Space | Yes (X) | PreservationOpenSpaceInd |
| Total Easements | 97 | TotalEasementsCnt |
| Total Acreage | 58739.00 | TotalAcreageCnt |
| Historic Structure Easements | 0 | HistoricStructureEasementsCnt |
| Historic Strctr Easements Aftr | 0 | HistoricStrctrEasementsAftrCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 1202.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $78,774 | ExpensesIncurredEnforcementAmt |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,380,875 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,186,515 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $16,567,390 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,832,540 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,548,335 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $14,380,875 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,509,361 | BeginningYearBalanceAmt |
| Contributions | $22,700 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,698,331 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,190 | OtherExpendituresAmt |
| End Year Balance | $12,832,540 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,070,741 | BeginningYearBalanceAmt |
| Contributions | $242,028 | ContributionsAmt |
| Investment Earnings Or Losses | $3,198,549 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,957 | OtherExpendituresAmt |
| End Year Balance | $14,509,361 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,667,591 | BeginningYearBalanceAmt |
| Contributions | $394,480 | ContributionsAmt |
| Investment Earnings Or Losses | $35,442 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $26,772 | OtherExpendituresAmt |
| End Year Balance | $11,070,741 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.32650 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.26670 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.40680 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $462,582 | OtherCostOrOtherBasisAmt |
| Book Value | $462,582 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,319,941 | OtherCostOrOtherBasisAmt |
| Depreciation | $650,991 | DepreciationAmt |
| Book Value | $668,950 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $301,531 | OtherCostOrOtherBasisAmt |
| Depreciation | $247,795 | DepreciationAmt |
| Book Value | $53,736 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $173,578 | OtherCostOrOtherBasisAmt |
| Depreciation | $173,578 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,185,268 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $15,540,716 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,399,711 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $53,083 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $2,452,794 | RevenueNotReportedAmt |
| Revenue Subtotal | $13,087,922 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $13,087,922 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $19,016,410 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $53,083 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $53,083 | ExpensesNotReportedAmt |
| Expenses Subtotal | $18,963,327 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $18,963,327 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 5: | MALT TAKES REASONABLE STEPS TO MONITOR COMPLIANCE WITH THE RESTRICTIONS PLACED ON THE PROPERTY BY CONSERVATION EASEMENTS. MALT INVESTIGATES THE USE OR CONDITION OF THE REAL PROPERTY AT APPROPRIATE INTERVALS (AT LEAST ANNUALLY) TO DETERMINE IF THE PROPERTY OWNER IS ADHERING TO THE RESTRICTIONS IMPOSED BY THE TERMS OF THE EASEMENT TO ENSURE THE CONSERVATION PURPOSE OF THE EASEMENT IS BEING ACHIEVED. SUCH INVESTIGATION INCLUDES APPROPRIATE ON-SITE VISITS TO OBSERVE THE PROPERTY. WHEN A VIOLATION OF THE CONSERVATION EASEMENT IS DISCOVERED, THE ORGANIZATION TAKES STEPS TO ENFORCE THE TERMS OF THE CONSERVATION EASEMENT INCLUDING BUT NOT LIMITED TO COMMUNICATIONS WITH THE PROPERTY OWNER EXPLAINING THE OBLIGATION TO COMPLY WITH THE TERMS OF THE EASEMENT AND DEMANDING COMPLIANCE; MEDIATION; ARBITRATION OR LITIGATION. |
| PART II, LINE 9: | CONSERVATION EASEMENTS REFLECT LEGALLY ENFORCEABLE LAND PRESERVATION AGREEMENTS BETWEEN LANDOWNERS AND MALT AND WERE CREATED SPECIFICALLY FOR THE PURPOSES OF LAND CONSERVATION. MALT'S POLICY IS TO ASSIGN EACH EASEMENT A NOMINAL VALUE OF $1 BECAUSE IT IS MALT'S INTENTION TO HOLD SUCH EASEMENTS IN PERPETUITY. DURING THE YEAR OF ACQUISITION, PUBLIC AGENCY GRANTS AND CONTRIBUTIONS RECEIVED FOR THE ACQUISITION OF CONSERVATION EASEMENTS ARE RECORDED AS REVENUE WHILE THE RELATED EXPENDITURES ARE RECORDED AS EXPENSES IN THE ACCOMPANYING STATEMENT OF ACTIVITIES AND CHANGES IN NET ASSETS. |
| PART V, LINE 4: | MALT HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. ENDOWMENT ASSETS ARE INVESTED IN A MANNER THAT IS INTENDED TO (1) PRODUCE RESULTS THAT APPROXIMATE THE PRICE AND YIELD RESULTS OF THE GENERAL MARKET CONDITIONS; (2) SUBJECT MALT TO A MODERATE LEVEL OF INVESTMENT RISK; AND (3) MAINTAIN SUFFICIENT LIQUIDITY TO MEET PLANNED EXPENDITURES. |
| PART X, LINE 2: | MALT HAS RECEIVED NOTIFICATION FROM THE IRS AND THE STATE OF CALIFORNIA THAT IT QUALIFIES FOR TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE. CONTRIBUTIONS TO MALT ARE DEDUCTIBLE AS ALLOWED UNDER THE APPLICABLE TAX CODE. AS OF JUNE 30, 2024, MANAGEMENT EVALUATED MALT'S TAX POSITIONS AND CONCLUDED THAT MALT HAD MAINTAINED ITS TAX-EXEMPT STATUS AND HAD NOT TAKEN UNCERTAIN TAX POSITIONS THAT REQUIRED ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CATHERINE CONNOLLY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3344 MARINA COVE CIRCLE | AddressLine1Txt |
| City | ELK GROVE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95758 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | FUNDRAISING CONSULTING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $261,256 | GrossReceiptsAmt |
| Retained By Contractor | $81,600 | RetainedByContractorAmt |
| Net To Organization | $179,656 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $261,256 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $81,600 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $179,656 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| STEWARDSHIP ASSISTANCE PROGRAM PROVIDES ASSISTANCE FOR LANDOWNERS AND AGRICULTURAL PRODUCERS ON EASEMENT-ENCUMBERED PROPERTIES WITH LAND STEWARDSHIP AND WATERSHED ENHANCEMENT. | 21 | $392,200 |
| THE DROUGHT RESILIENCE & WATER SECURITY (DRAWS) INITIATIVE ASSISTS MARIN COUNTY RANCHERS AND FARMERS IN THE DESIGN AND IMPLEMENTATION OF DROUGHT-RESILIENT PRACTICES. THESE PROJECTS INCLUDE INSTALLATION OF NEW WATER CATCHMENT SYSTEMS, REVIVING OLD SPRINGS & BETTER LEVERAGING THE EXISTING WATER RESOURCES ON THEIR PROPERTIES. | 13 | $172,859 |
| THE SMALL GRANTS PROGRAM ASSISTS MARIN COUNTY RANCHERS & FARMERS IN THE DESIGN AND IMPLEMENTATION OF PROJECTS WITH LAND STEWARDSHIP & WATERSHED ENHANCEMENT. | 2 | $60,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MALT PROVIDES PROGRAM GRANTS TO HELP MARIN AGRICULTURALISTS PLAN, DESIGN AND IMPLEMENT PRACTICES THAT INCREASE THE RESILIENCE OF THESE MANAGED AND STEWARDED ECOSYSTEMS IN THE FACE OF ENVIRONMENTAL AND ECONOMIC PRESSURES. MALT'S STEWARDSHIP ASSISTANCE PROGRAM (SAP) GRANTS SUPPORT THE MANAGEMENT AND CONSTRUCTION OF CONSERVATION PROJECTS ON EASEMENT-ENCUMBERED PROPERTIES. IN THE SPRING 2021 MALT INITIATED THE DROUGHT RESILIENCE & WATER INITIATIVE TO SUPPORT MARIN COUNTY AGRICULTURALISTS FOR LONG-TERM WATER INFRASTRUCTURE PROJECTS. IN FALL 2023, MALT INITIATED THE SMALL GRANTS PROGRAM TO FURTHER SUPPORT RESILIENCE IN MARIN COUNTY WORKING LANDS. PAYMENTS ARE DISTRIBUTED WHEN THE PROJECT IS COMPLETE, INCLUDING REQUIRED PERMITS, AND IS INSPECTED BY MALT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LILY VERDONE | ||||||||||||||
| EXECUTIVE DIRECTOR | $255,201 | $0 | $7,500 | $0 | $0 | $0 | $0 | $0 | $29,538 | $0 | $292,239 | $0 | $0 | $0 |
| JENNIFER CARLIN | ||||||||||||||
| DEPUTY DIRECTOR | $205,407 | $0 | $4,000 | $0 | $0 | $0 | $12,725 | $0 | $42,116 | $0 | $264,248 | $0 | $0 | $0 |
| PETER FUGAZZOTTO | ||||||||||||||
| DIRECTOR OF COMMUNICATIONS | $143,421 | $0 | $2,416 | $0 | $0 | $0 | $8,783 | $0 | $31,925 | $0 | $186,545 | $0 | $0 | $0 |
| ZACHARY MENDES | ||||||||||||||
| DIRECTOR OF LAND PROTECTION | $138,500 | $0 | $2,416 | $0 | $0 | $0 | $8,696 | $0 | $24,338 | $0 | $173,950 | $0 | $0 | $0 |
| MARCELLA DISCULLO | ||||||||||||||
| DIRECTOR OF DEVELOP. (THRU 12/13/23) | $145,690 | $0 | $2,940 | $0 | $0 | $0 | $8,913 | $0 | $351 | $0 | $157,894 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THE FOLLOWING INDIVIDUALS RECEIVED LIFE INSURANCE GROSS-UP PAYMENTS WHICH WERE TREATED AS TAXABLE COMPENSATION: 1. LILY VERDONE, EXECUTIVE DIRECTOR 2. JENNIFER CARLIN, DEPUTY DIRECTOR 3. MARCELLA DISCULLO, DIRECTOR OF DEVELOPMENT (THRU 12/13/23) 4. PETER FUGAZZOTTO, DIRECTOR OF COMMUNICATIONS 5. ZACHARY MENDES, DIRECTOR OF LAND PROTECTION | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $67,864 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | FOOD & BEVERAGES | 9 | $6,839 | FAIR MARKET VALUE |
| Yes (X) | PRINTS | 1 | $3,170 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THIS COLUMN REPRESENTS THE NUMBER OF DONATIONS. |
| PART I, LINE 32B: | MARIN AGRICULTURAL LAND TRUST UTILIZES A THIRD PARTY TO HANDLE CAR DONATIONS. THE ORGANIZATION DID NOT RECEIVE ANY VEHICLE DONATION THIS YEAR. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | IN ACCORDANCE WITH COMMON PRACTICE IN THE NONPROFIT COMMUNITY, THE BOARD DELEGATES CERTAIN MATTERS TO THE EXECUTIVE COMMITTEE, WHICH IS EMPOWERED TO ACT BETWEEN BOARD MEETINGS IF NECESSARY, AND SOMETIMES WITH SPECIFICALLY DELEGATED AUTHORITY TO ACT IN PARTICULAR AREAS ON BEHALF OF THE FULL BOARD. THE COMPOSITION OF EXECUTIVE COMMITTEE INCLUDES SELECTED MEMBERS OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 WAS PREPARED BY AN OUTSIDE TAX PROFESSIONAL. THE TAX RETURN WAS THEN REVIEWED BY THE ORGANIZATION'S MANAGEMENT, THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS, AND THE EXECUTIVE DIRECTOR. AFTER A FULL REVIEW, THE FINAL VERSION OF THE TAX RETURN WAS PROVIDED TO ALL MEMBERS OF THE ORGANIZATION'S VOTING BODY PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. A REPRESENTATIVE OF MANAGEMENT AUTHORIZED THE FINAL FORM 990 WHICH WAS THEN E-FILED WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | MEMBERS OF THE BOARD OF DIRECTORS REVIEW ALL POTENTIAL CONFLICTS OF INTEREST AT LEAST ANNUALLY. THE EXECUTIVE DIRECTOR AND ALL BOARD MEMBERS ARE REQUIRED TO DISCLOSE (IN WRITING) POTENTIAL CONFLICTS AND ANY RELATED PARTY AFFILIATIONS. LOANS BETWEEN THE ORGANIZATION AND MEMBERS OF MANAGEMENT AND THE BOARD ARE STRICTLY PROHIBITED. THE ORGANIZATION SEEKS FULL TRANSPARENCY ON ALL RELATIONSHIPS. ANY POTENTIAL CONFLICTS (IN FACT OR APPEARANCE) ARE DISCUSSED OPENLY AND RESOLVED IN ACCORDANCE WITH THE ORGANIZATION'S POLICIES AND PROCEDURES. |
| FORM 990, PART VI, SECTION B, LINE 15A | AN EXECUTIVE RECRUITER PROVIDED TO MALT'S EXECUTIVE SEARCH COMMITTEE A MARKET STUDY OF COMPENSATION FOR EXECUTIVE ROLES AT OTHER NON-PROFITS THAT WERE DEEMED COMPARABLE OF MALT (BASED ON SIZE, LOCATION, & SCOPE OF WORK). THIS DATA WAS USED AS THE BASIS FOR DETERMINING EXECUTIVE COMPENSATION. MALT'S HUMAN RESOURCES CONSULTANT PROVIDES ANNUAL SALARY SURVEY INFORMATION TO DETERMINE STAFF SALARY LEVELS FOR SPECIFIC JOB CATEGORIES BASED ON OUR REGION, THE NON-PROFIT SECTOR AND JOB CLASS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENT AVAILABLE TO THE PUBLIC FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D). |
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