SEMPERVIRENS FUND: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SEMPERVIRENS FUND (EIN 94-2155097)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2018-11-09
- IRS object ID
- 201823139349300447
- Schema version
- 2017v2.3
- 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 | 2018-11-09T08:41:06-06:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330835986 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SQUAR MILNER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 MAIN STREET 9TH FLOOR | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941051815 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | 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 | 419 SOUTH SAN ANTONIO ROAD NO 211 | AddressLine1Txt |
| City | LOS ALTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 940223640 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARA BARTH | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6509491453 | PhoneNum |
| Signature | 2018-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEBORAH KAMINSKI | PreparerPersonNm |
| PTIN | P00645581 | PTIN |
| Phone | 4157812500 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.6.48.101 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-02 | IPDt |
| IP Tm | 10:43:36 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A1DB5DB41FEE3373BA9901E03D6B95C2889EF87E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6036B04D9C6BEFB66C998240E7E64E5C4D3E23EB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | 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 | 419 SOUTH SAN ANTONIO ROAD NO 211 | AddressLine1Txt |
| City | LOS ALTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 940223640 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,578,804 | 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 | 16 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,225,900 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,428,981 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $152,532 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $37,354 | CYProgramServiceRevenueAmt |
| PY Investment Income | $165,144 | PYInvestmentIncomeAmt |
| CY Investment Income | $74,045 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$43,337 | PYOtherRevenueAmt |
| CY Other Revenue | $432 | CYOtherRevenueAmt |
| PY Total Revenue | $4,500,239 | PYTotalRevenueAmt |
| CY Total Revenue | $4,540,812 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $38,977 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $179,057 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $10,698 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,108,311 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,210,815 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $54,572 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,015,979 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,962,755 | PYOtherExpensesAmt |
| CY Other Expenses | $2,784,356 | CYOtherExpensesAmt |
| PY Total Expenses | $3,164,615 | PYTotalExpensesAmt |
| CY Total Expenses | $4,184,926 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,335,624 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $355,886 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $27,643,720 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,120,319 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $209,393 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,313,127 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $27,434,327 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $27,807,192 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PRESERVE REDWOOD FORESTS, WILDLIFE HABITATS, WATERSHEDS, AND OTHER IMPORTANT NATURAL FEATURES OF CALIFORNIA'S SANTA CRUZ MOUNTAINS AND TO ENCOURAGE PEOPLE TO APPRECIATE AND ENJOY THIS ENVIRONMENT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,288,991 | ExpenseAmt |
| Desc | LAND ACQUISITION AND DISPOSITIONTHE FUND WORKS CLOSELY WITH CALIFORNIA STATE PARKS, OTHER PUBLIC AGENCIES, AND LOCAL NONPROFITS TO MAKE STRATEGIC LAND PURCHASES THAT CREATE, EXPAND, AND LINK REDWOOD FORESTS AND PARKS. IN MOST CASES, THE FUND ACQUIRES FEE TITLE TO LAND WITH THE INTENTION OF EVENTUALLY TRANSFERRING IT INTO PUBLIC OWNERSHIP; HOWEVER, IN SOME CASES, IT ACQUIRES AND HOLDS CONSERVATION EASEMENTS THAT PROVIDE CERTAIN RIGHTS SUCH AS TRAIL ACCESS OR PREVENT FUTURE TIMBER HARVESTING ON PRIVATELY HELD PARCELS OF LAND. WHEN APPROPRIATE, THE FUND ALSO ENTERS INTO JOINT VENTURES WITH OTHER LAND CONSERVATION ORGANIZATIONS PROVIDING CASH OR OTHER ASSETS TO SUPPORT PRIORITY CONSERVATION PROJECTS. THE FUND'S PARTICIPATION APPEARS AS DIRECT EXPENSES WITHIN LAND PROGRAM EXPENSES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $939,801 | ExpenseAmt |
| Grant | $179,057 | GrantAmt |
| Revenue | $37,786 | RevenueAmt |
| Desc | STEWARDSHIPPROPERTIES THAT ARE HELD BY THE FUND REQUIRE ON-GOING STEWARDSHIP TO ENSURE THAT THE LAND IS IN GOOD CONDITION AND THE FORESTS REMAIN HEALTHY. STEWARDSHIP ACTIVITIES INCLUDE REMOVING DEBRIS, MAINTAINING TRAILS, MONITORING WILDLIFE, CLEARING INVASIVE PLANTS, AND PLANTING NEW SEEDLINGS AS NEEDED. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $409,817 | ExpenseAmt |
| Desc | EDUCATION AND OUTREACHTHE FUND REGULARLY COMMUNICATES GENERAL INFORMATION ABOUT ITS WORK, AND OPPORTUNITIES TO FIND RECREATION IN THE SANTA CRUZ MOUNTAINS. THE COMMUNICATION STRATEGIES INCLUDE PUBLICATIONS, OTHER PRINTED MATERIALS, WEBSITE, SOCIAL MEDIA, ELECTRONIC NEWSLETTERS; OUTREACH ACTIVITIES INCLUDE EVENTS, SPEAKERS, HIKING AND VOLUNTEER OPPORTUNITIES. THE FOCUS OF THIS FUND IS TO EDUCATE NEW GROUPS OF PEOPLE ABOUT THE FUND'S WORK; INTRODUCE THEM TO OUTDOOR RECREATION OPPORTUNITIES; AND CULTIVATE THEIR INTEREST TO BECOME NEW STEWARDS OF THE SANTA CRUZ MOUNTAINS HABITAT. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $115,330 | ExpenseAmt |
| Desc | TREES AND GROVESTHE FUND PROVIDES THE OPPORTUNITY FOR ITS DONORS TO DEDICATE A TREE OR GROVE LOCATED WITHIN ONE OF THE STATE PARKS OF THE SANTA CRUZ MOUNTAINS. THE FUND HAS ENTERED INTO AN AGREEMENT WITH CALIFORNIA STATE PARKS WHEREBY THE FUND IS PERMITTED TO SELL THE NAMING RIGHTS TO THE TREES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $115,330 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $2,753,939 | 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 | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 | Yes (1) | 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 | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 22 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 16 | 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 |
| 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 | CA | 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 | 419 SOUTH SAN ANTONIO ROAD NO 211 | AddressLine1Txt |
| City | LOS ALTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 940223640 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 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 |
|---|---|---|---|---|---|---|---|
| AMANDA MONTEZ | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JACQUELINE WENDER | |||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KEVIN FLYNN | |||||||
| VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RICHARD L CONNIFF | |||||||
| AUDIT COMM CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAN MARTIN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DIANE TALBERT | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FRED KEELEY | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KENT PUTNAM | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAMELA KOCH | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PHILIPPE S COHEN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VISHY VENUGOPALAN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN N WYCKOFF | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM N HARRIS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SARA BARTH | |||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $196,863 | $0 | $14,212 | ||
| PATRICK GIBBONS | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $125,400 | $0 | $21,924 | ||
| MICHAEL KAWALEK | |||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | $116,540 | $0 | $17,392 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $438,803 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $53,528 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ROBERT A BOTHMAN INC | |||||
| 2690 SCOTT BLVD | SANTA CLARA | CA | 95050 | BUILDING/PARKING CONSTRUCTION | $2,802,080 |
| MAL WARWICK & ASSOCIATES | |||||
| 2550 NINTH STREET SUITE 103 | BERKELEY | CA | 94710 | DIRECT MAILING CONSULTING | $403,489 |
| WRA | |||||
| 2169-G EAST FRANCISCO BLVD | SAN RAFAEL | CA | 94901 | ENVIRONMENTAL CONSULTANTS | $136,825 |
| CALLANDER ASSOCIATES | |||||
| 12150 TRIBUTARY POINT DRIVE STE 14 | GOLD RIVER | CA | 95670 | LANDSCAPE ARCHITECTURE | $119,989 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $29,678 | FundraisingAmt |
| All Other Contributions | $4,399,303 | AllOtherContributionsAmt |
| Noncash Contributions | $75,464 | NoncashContributionsAmt |
| Total Contributions | $4,428,981 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SAN VICENTE REDWOODS R | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $37,354 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $37,354 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $37,354 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $65,705 | TotalRevenueColumnAmt |
| Exclusion | $65,705 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,340 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,340 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,340 | TotalRevenueColumnAmt |
| Exclusion | $8,340 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $37,744 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $29,678 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $37,744 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $680 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $248 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $432 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $432 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,540,812 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $37,786 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $74,045 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,057 | TotalAmt |
| Program Services | $179,057 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,698 | TotalAmt |
| Program Services | $10,698 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $625,097 | TotalAmt |
| Program Services | $321,330 | ProgramServicesAmt |
| Management And General | $167,279 | ManagementAndGeneralAmt |
| Fundraising | $136,488 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $359,363 | TotalAmt |
| Program Services | $213,794 | ProgramServicesAmt |
| Fundraising | $145,569 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,017 | TotalAmt |
| Program Services | $32,697 | ProgramServicesAmt |
| Management And General | $11,299 | ManagementAndGeneralAmt |
| Fundraising | $22,021 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,705 | TotalAmt |
| Program Services | $42,448 | ProgramServicesAmt |
| Management And General | $14,668 | ManagementAndGeneralAmt |
| Fundraising | $28,589 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,633 | TotalAmt |
| Program Services | $36,965 | ProgramServicesAmt |
| Management And General | $12,773 | ManagementAndGeneralAmt |
| Fundraising | $24,895 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,461 | TotalAmt |
| Program Services | $1,840 | ProgramServicesAmt |
| Management And General | $2,329 | ManagementAndGeneralAmt |
| Fundraising | $2,292 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,250 | TotalAmt |
| Program Services | $15,798 | ProgramServicesAmt |
| Management And General | $7,973 | ManagementAndGeneralAmt |
| Fundraising | $9,479 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,000 | TotalAmt |
| Program Services | $135,000 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,511 | TotalAmt |
| Management And General | $2,511 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,957 | TotalAmt |
| Program Services | $38,860 | ProgramServicesAmt |
| Management And General | $1,981 | ManagementAndGeneralAmt |
| Fundraising | $2,116 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $576,149 | TotalAmt |
| Program Services | $60,241 | ProgramServicesAmt |
| Management And General | $24,761 | ManagementAndGeneralAmt |
| Fundraising | $491,147 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $246,395 | TotalAmt |
| Program Services | $121,854 | ProgramServicesAmt |
| Management And General | $51,297 | ManagementAndGeneralAmt |
| Fundraising | $73,244 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,695 | TotalAmt |
| Program Services | $18,044 | ProgramServicesAmt |
| Management And General | $1,686 | ManagementAndGeneralAmt |
| Fundraising | $10,965 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,533 | TotalAmt |
| Program Services | $7,152 | ProgramServicesAmt |
| Management And General | $7,696 | ManagementAndGeneralAmt |
| Fundraising | $8,685 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,340 | TotalAmt |
| Program Services | $4,180 | ProgramServicesAmt |
| Management And General | $1,664 | ManagementAndGeneralAmt |
| Fundraising | $2,496 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,448 | TotalAmt |
| Program Services | $18,909 | ProgramServicesAmt |
| Management And General | $6,378 | ManagementAndGeneralAmt |
| Fundraising | $9,161 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SPECIAL PROJECTS | $991,155 | $991,155 | ||
| STEWARDSHIP EXPENSES | $268,709 | $268,709 | ||
| CONTRACTUAL SERVICES | $260,318 | $112,994 | $100,080 | $47,244 |
| LAND EXPENSES | $84,145 | $84,145 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,290 | TotalAmt |
| Program Services | $38,069 | ProgramServicesAmt |
| Management And General | $633 | ManagementAndGeneralAmt |
| Fundraising | $1,588 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,184,926 | TotalAmt |
| Program Services | $2,753,939 | ProgramServicesAmt |
| Management And General | $415,008 | ManagementAndGeneralAmt |
| Fundraising | $1,015,979 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,749,228 | BOYAmt |
| EOY | $494,404 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,695,512 | BOYAmt |
| EOY | $4,806,559 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $207,384 | BOYAmt |
| EOY | $260,542 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,868 | BOYAmt |
| EOY | $18,261 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,225 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,438 | BOYAmt |
| EOY | $110,139 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $340,383 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $329,814 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,909 | BOYAmt |
| EOY | $10,569 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,087,496 | BOYAmt |
| EOY | $1,633,111 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,680,660 | BOYAmt |
| EOY | $21,786,734 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,643,720 | BOYAmt |
| EOY | $29,120,319 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,631 | BOYAmt |
| EOY | $413,127 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,762 | BOYAmt |
| EOY | $900,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $209,393 | BOYAmt |
| EOY | $1,313,127 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,822,720 | BOYAmt |
| EOY | $25,229,467 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,425,151 | BOYAmt |
| EOY | $2,391,269 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $186,456 | BOYAmt |
| EOY | $186,456 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,434,327 | BOYAmt |
| EOY | $27,807,192 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,643,720 | BOYAmt |
| EOY | $29,120,319 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $355,886 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $18,129 | NetUnrlzdGainsLossesInvstAmt |
| Investment Expense | $2,511 | InvestmentExpenseAmt |
| Other Changes In Net Assets | -$3,661 | 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 | $3,124,245 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,548,134 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,378,944 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,333,269 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,399,303 | CurrentTaxYearAmt |
| Total | $21,783,895 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,124,245 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,548,134 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,378,944 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,333,269 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,399,303 | CurrentTaxYearAmt |
| Total | $21,783,895 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,067,026 | SubstantialContributorsTotAmt |
| Public Support Total170 | $20,716,869 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $59,284 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $51,534 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $69,043 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $63,162 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $65,705 | CurrentTaxYearAmt |
| Total | $308,728 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,447 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,169 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,607 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,123 | CurrentTaxYearMinus1YearAmt |
| Total | $33,346 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $22,125,969 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,106,552 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.93630 | PublicSupportCY170Pct |
| Public Support PY170 | 0.93240 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $155,000 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $155,000 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,598,939 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,753,939 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $287,697 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $71,924 | 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 | $699,226 | CurrentYearMinus3Amt |
| Current Year Minus2 | $223,500 | CurrentYearMinus2Amt |
| Current Year Minus1 | $248,654 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $1,171,380 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,757,070 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $175,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $27,500 | CurrentYearMinus2Amt |
| Current Year Minus1 | $25,000 | CurrentYearMinus1Amt |
| Current Year | $155,000 | CurrentYearAmt |
| Total | $382,500 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $174,807 | CurrentYearMinus3Amt |
| Current Year Minus2 | $55,875 | CurrentYearMinus2Amt |
| Current Year Minus1 | $62,164 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $292,846 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $439,269 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $27,500 | CurrentYearMinus2Amt |
| Total | $27,500 | TotalAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-A, LINES 1 AND 2 | FormAndLineReferenceDesc |
| Explanation | CONSERVATION ACTION FUND (ID# 1272719) ADDRESS: 1100 11TH STREET, 5TH FLOOR, SACRAMENTO, CA 95814 CONTRIBUTIONS MADE FROM INVESTMENT INCOME. PURPOSE: CONSERVATION ACTION FUND AMOUNT: $155,000 | ExplanationTxt |
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 | 3 | TotalEasementsCnt |
| Total Acreage | 516.00 | TotalAcreageCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 120.00 | StaffHoursSpentEnforcementCnt |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $263,448 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $6,835 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $82,586 | OtherExpendituresAmt |
| End Year Balance | $187,697 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $240,168 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $23,280 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $263,448 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $242,006 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$1,838 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $240,168 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $247,015 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$5,009 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $242,006 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $218,754 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $28,261 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $247,015 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.99340 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00660 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $96,792 | OtherCostOrOtherBasisAmt |
| Depreciation | $96,792 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $153,467 | OtherCostOrOtherBasisAmt |
| Depreciation | $147,392 | DepreciationAmt |
| Book Value | $6,075 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $90,124 | OtherCostOrOtherBasisAmt |
| Depreciation | $85,630 | DepreciationAmt |
| Book Value | $4,494 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,569 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CONSERVATION LAND AND EASEMENT HOLDINGS | $21,570,379 |
| CHARITABLE REMAINDER TRUSTS | $163,855 |
| OTHER NON-CURRENT ASSETS (ANSEL ADAMS PHOTOGRAPHS) | $52,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $21,786,734 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NOTE PAYABLE | $450,000 |
| CURRENT PORTION ON OF NOTE PAYABLE | $450,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $900,000 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,570,015 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $18,129 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $14,735 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $32,864 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,537,151 | RevenueSubtotalAmt |
| Other Revenues Not Included | $3,661 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $3,661 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,540,812 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,197,150 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $14,735 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $14,735 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,182,415 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $2,511 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $2,511 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,184,926 | 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 SVF, THEIR VALUE WILL BE WRITTEN DOWN TO $1.00 ONLY WHEN EASEMENT VALUATION IS NOT ASCERTAINABLE AND NEEDS TO REFLECT THE FACT THAT THEY HAVE NO FUTURE COMMERCIAL OR OBTAINABLE VALUE. |
| PART III, LINE 4: | THE ORGANIZATION'S COLLECTION INCLUDES ANSEL ADAMS ARTWORK. |
| 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 THE FUND. THE BOARD OF THE 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, THE 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 CALSSIFIED IN PERMANENTLY RESTRICTED NET ASSETS 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. THE 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 THE FUND'S OPERATIONS. ALL INCOME EARNED ON ENDOWMENT FUND INVESTMENTS IS TREATED AS TEMPORARILY RESTRICTED UNTIL APPROPRIATED BY THE BOARD OF THE FUND. THE BOARD OF THE FUND CONSIDERS THE FOLLOWING FACTORS IN MAKING A DETERMINATION TO APPROPRIATE OR ACCUMULATE DONOR-RESTRICTED ENDOWMENT FUNDS: -THE DURATION AND PRESERVATION OF THE FUND. -THE PURPOSES OF THE 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 THE FUND. -THE INVESTMENT POLICIES OF THE 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 23701(D) 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 4B - OTHER ADJUSTMENTS: | NET CHANGE IN VALUE OF CHARITABLE REMAINDER TRUSTS 3,661. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL PICNIC | Event1Nm |
| Gross Receipts Event1 | $17,600 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $5,500 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $12,100 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $1,540 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $5,221 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,267 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $4,072 | OtherDirectExpensesEvent1Amt |
| Event2 | ANNUAL DINNER | Event2Nm |
| Gross Receipts Event2 | $49,822 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $24,178 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $25,644 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $1,000 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $17,680 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $4,415 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $2,549 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $67,422 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $29,678 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $37,744 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $2,540 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $22,901 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $5,682 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $6,621 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $37,744 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STATE PARKS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Assistance | $179,057 | NonCashAssistanceAmt |
| Non Cash Assistance | WINTER STORM DAMAGE | NonCashAssistanceDesc |
| Purpose Of Grant | TRAIL CONSTRUCTION. | PurposeOfGrantTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 1: | FormAndLineReferenceDesc |
| Explanation | GRANT WAS TO DESIGN AND CONSTRUCT NEW TRAILS ON OUR PROPERTY CONNECTING TO CASTLE ROCK STATE PARK. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARA BARTH | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $196,863 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $11,812 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $2,400 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $211,075 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 17 | ContributionCnt |
| Noncash Contributions Rpt F990 | $75,464 | 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 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 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 FINANCE 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 18 | 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 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 XI, LINE 9: | NET CHANGE IN VALUE OF CHARITABLE REMINDER TRUSTS -3,661. |
| FORM 990, PART XII, LINE 2C: | AUDITOR SELECTION PROCESSAUDITOR SELECTION PROCESS THE ORGANIZATION OBTAINS A LIST OF QUALIFIED INDEPENDENT CPA FIRMS, AND CONDUCTS INTERVIEWS TO DETERMINE THE BEST FIT. THERE WAS NO CHANGE IN AUDITORS THIS YEAR, AND NO CHANGE IN THE SELECTION METHOD. |