2020-07-14T11:51:12-05:00 2019-06-30 831445511 Smith Marion & Co 1940 Orange Tree Lane Suite 100 Redlands CA 92374 990 2018-07-01 453831928 Southwest Resource Management Association SOUT 9513002844 4500 Glenwood Drive Riverside CA 92501 Paul Rodriguez Chairperson 9066153011 2020-07-14 1 Carlos Carazo P02046597 9093072323 2020-07-08 40.83.160.119 2020-07-14 11:51:08 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 2018 2020-09-23 17:36:50Z Paul Rodriguez 4500 Glenwood Drive Riverside CA 92501 6009283 0 X N/A X 2012 CA Managing natural resources for the benefit of the communities we serve. 7 7 0 0 0 0 3900426 4033045 0 777230 782914 484543 7843 0 4691183 5294818 0 0 0 0 0 0 0 0 0 233646 288708 233646 288708 4457537 5006110 19500213 24218095 3465994 3422055 16034219 20796040 Dedicated to promoting, managing and preserving natural resources through collaborative partnerships for the economic and ecological benefit of the communities we work in. 0 0 158151 777230 The Association is dedicated to promoting, managing and preserving natural resources through collaborate partnerships for the economic and ecological benefit of the communities we serve. The Association holds fee title, conservation easements and offers of dedication on natural open space lands in Los Angeles, Orange, San Bernardino, Imperial, and Riverside Counties. 158151 1 1 0 0 0 0 1 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 3 0 1 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X Shelli Lamb 9096153011 4500 Glenwood Drive Bldg A Riverside CA 92501 X Roy Takeno Chairman 4.00 X X 0 0 0 Carol Bartels Secretary 4.00 X X 0 0 0 Carl Pongs Treasurer 4.00 X X 0 0 0 John Gless Director 2.00 X 0 0 0 Charles Colladay Director 2.00 X 0 0 0 Paul Rodriguez Director 2.00 X 0 0 0 Alfred Bonnett Director 2.00 X 0 0 0 0 0 0 0 0 0 0 0 1294595 2738450 4033045 Program Services 900099 777230 777230 777230 487531 487531 711477 714465 -2988 -2988 -2988 5294818 774242 0 487531 X 16878 16878 171483 141273 30210 100347 100347 288708 158151 130557 0 481167 171380 25221 2240943 198 11493329 8740729 11493329 10253096 10312245 19500213 24218095 100347 144286 3321708 3321708 3465994 3422055 X 1040780 2799333 14993439 17996707 16034219 20796040 19500213 24218095 5006110 -244289 0 X X 0 1 X 1 0 X 1180296 3428258 5822981 3900426 2070980 16402941 1180296 3428258 5822981 3900426 2070980 16402941 0 0 0 16402941 35911 175852 181860 782914 484543 1661080 35911 175852 181860 782914 484543 1661080 2904 4839 891 7843 2739295 2755772 1219111 3608949 6005732 4691183 5294818 20819793 0.78790 0.92440 0.07980 0.07460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 9 4290.00 0 9 0 1 1 1692.00 82748 0 14993439 2250852 476523 811115 16909699 11012342 3886727 1067289 972919 14993439 4883342 6129000 11012342 1195573 3383684 304085 4883342 215455 987118 -7000 1195573 0.79000 0.21000 0 0 11493329 11493329 11493329 Equities 10312245 F 10312245 X 5050529 -244289 -244289 5294818 0 5294818 288708 0 288708 0 288708 Part II, Line 5: The Association has adopted investment and spending policies for endowment assets to provide a predictable stream of revenues for operating activities and to preserve the purchasing power of the endowment assets. Under these policies, endowment assets are invested to produce a return that is expected to meet or exceed the rate of inflation as measured by the Consumer Price Index. Actual results during any period may vary from these expectations. The Association relies on a total return strategy which allows the earnings objective to be achieved through both capital appreciation and current yield. This strategy involves a diversified asset allocation that provides a balance among equity investments. The Association's spending policy was established considering the long-term expected return on assets and the long-term growth of the asset. Part II, Line 9: In accordance with California state law (UPMIFA), the Association has classified as permanently restricted the fair value of donations restricted by donors to be held as endowments in perpetuity. The finance committee has interpreted the state law as requiring preservation of the fair value of the original endowment gift, as of the gift date, unless there are explicit donor stipulations to the contrary. As a result of this interpretation, the Association classifies as permanently restricted the original value of gifts made to the permanent endowment. Part V, Line 4: The Association receives conservation easements. The original amount of the endowment is considered to be permanently restricted. All gains are recorded as permanently restricted additions to the endowment; after recording of the easement, the amount of the principal is adjusted for inflation and the remaining earnings will be recorded as temporarily restricted. Part X, Line 2: In accordance with accounting standards, which provide accounting and disclosure guidance about uncertain tax positions taken by the Association, management believes that all of the positions taken by the Association in its federal and state income tax returns are more likely than not to be sustained upon examination. The Association files returns in the U.S. Federal jurisdiction and the State of California. The Association's federal income tax returns for the prior three tax years remain subject to examination by the Internal Revenue Service. The Association's California income tax returns for the prior four tax years remain subject to examination by the Franchise Tax Board. Form 990, Part VI, Section B, line 11b A copy of the tax return is made available to all board members who have an opportunity to review, question and approve the tax return prior to submission to the IRS. Form 990, Part VI, Section B, line 12c Each Director, officer, Committee member and Other Person shall sign on an annual basis a statement which affirms that such Director, officer, Committee member or Other person has received a copy of this policy, has read and understands the policy, has agreed to be bound by and comply with this policy. Form 990, Part VI, Section C, line 19 Upon written request the Association will make available the governing documents, policies and/or financial statements. Form 990, Part IX, line 11g Consulting: Program service expenses 141,273. Management and general expenses 30,210. Fundraising expenses 0. Total expenses 171,483. Form 990; Part XII; Line 2c There have been no changes in the oversight of the audit or the selection process for the independent accountant from prior years. Riverside-Corona Resource Conseration 4500 Glenwood Drive Bldg A Riverside CA 92501 330071697 Conservation of natural resources CA Div 9 PRC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 Riverside-Corona Resource Conservation P 75205 FMV