PENINSULA OPEN SPACE TRUST: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- PENINSULA OPEN SPACE TRUST (EIN 94-2392007)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-02-14
- IRS object ID
- 201810459349301026
- Schema version
- 2016v3.0
- 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 I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-02-14T10:32:35-06:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271155496 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT LEE & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 W Taylor Street Suite A | AddressLine1Txt |
| City | San Jose | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95126 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942392007 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Peninsula Open Space Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PENI | BusinessNameControlTxt |
| Phone | 6508547696 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 High Street | AddressLine1Txt |
| City | Palo Alto | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Walter T Moore | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6508547696 | PhoneNum |
| Signature | 2018-02-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Scott R Smead | PreparerPersonNm |
| PTIN | P01208759 | PTIN |
| Phone | 4088556770 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Walter T Moore | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 High Street | AddressLine1Txt |
| City | Palo Alto | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $86,342,838 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://WWW.OPENSPACETRUST.ORG/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1977 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | PROTECT AND CARE FOR OPEN SPACE, FARMS AND PARKLAND IN AND AROUND SILICON VALLEY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 56 | TotalEmployeeCnt |
| Total Volunteers | 194 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $16,588,517 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,893,966 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $295,129 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $398,617 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$999,957 | PYInvestmentIncomeAmt |
| CY Investment Income | $14,309,561 | CYInvestmentIncomeAmt |
| PY Other Revenue | $46,838 | PYOtherRevenueAmt |
| CY Other Revenue | $13,284 | CYOtherRevenueAmt |
| PY Total Revenue | $15,930,527 | PYTotalRevenueAmt |
| CY Total Revenue | $23,615,428 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $692,944 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,246,486 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,178,899 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,901,960 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,454,583 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,930,302 | PYOtherExpensesAmt |
| CY Other Expenses | $7,733,006 | CYOtherExpensesAmt |
| PY Total Expenses | $12,802,145 | PYTotalExpensesAmt |
| CY Total Expenses | $14,881,452 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,128,382 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $8,733,976 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $283,267,131 | TotalAssetsBOYAmt |
| Total Assets EOY | $293,022,267 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,588,571 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,280,333 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $273,678,560 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $282,741,934 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Peninsula Open Space Trust (POST) protects and cares for open space, farms and parkland in and around Silicon Valley. Since its founding in 1977, POST has saved more than 75,552 acres of permanently protected land in San Mateo, Santa Clara and Santa Cruz counties. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,772,692 | ExpenseAmt |
| Grant | $2,110,990 | GrantAmt |
| Desc | Land Acquisition and Transfer:In 2017, POST celebrated its 40th year and continued to address urgent conservation needs by completing four land acquisitions and two transfers, bringing our total protected acres to 75,552 acres.In July of 2016, POST protected a 96 acre farm three miles south of Pescadero as part of our $25 million Farmland Futures Initiative, the goal of which is to triple the number of protected farms in San Mateo County. This working brussels sprout farm has spectacular oceanfront views and POST's work will ensure that the scenic values are protected and that the land will remain permanently in agriculture.In December 2016, POST transferred 21 acres north of Half Moon Bay to San Mateo County Parks including pristine coastal bluff views overlooking one of the state's most prominent marine reserves. The Pillar Point Bluff property has stunning views of both the Pacific and Montara Mountain, a wide and accessible path with a gentle grade, and important habitat for sea lions, salamanders, red-legged frogs, raptors, tide pool organisms, surfers, and dog walkers alike. This transfer completes an important section of the California Coastal trail.In June 2017, POST acquired the 191 acre Krauskopf-Conley property and subsequently transferred it to the Midpeninsula Regional Open Space District as an addition to the Long Ridge Open Space Preserve. Situated within the largest area of relatively intact forest habitat in the Santa Cruz Mountains, Coast redwoods and Douglas fir dominate the property. The property supports aquatic linkages between forested upland habitat and the Pacific Ocean. Upper Oil Creek contains spawning habitat for steelhead trout, federally listed as a Threatened species. Oil Creek is also part of the larger Pescadero Creek Watershed, designated as a Core Focus Area for Coho salmon recovery by the National Marine Fisheries Service. Sharp-shinned hawks, listed as a "species of concern" in California, have been seen on the property. The woodland provides habitat for animal species associated with the upper elevations of the Pescadero Creek watershed, including deer, coyotes, bobcats, raccoons, and mountain lions. Also in June, 2017, POST purchased an affirmative agricultural easement on a 14.5 acre farm south of Pescadero on the San Mateo coast, ensuring that this property stays permanently in agriculture.Also in June, 2017, POST purchased the 30 acre Fisher Flats property and established an important foothold in Coyote Valley, south of San Jose. Coyote Valley is the critical landscape that lies between the Santa Cruz and Diablo Mountain ranges. This over 7,000 acre area contains one of the last remaining undeveloped valley floors in the Bay Area and the critical landscape linkage in the south Bay Area. It includes Laguna Seca, historically a 1,000 acre wetland complex. Restoring this valuable resource would enhance habitat, retain floodwaters, and increase aquifer recharge with high quality drinking water at the same time. Coyote Valley also contains significant agricultural resources and recreational opportunities. Long under the threat of development, the valley now provides an opportunity to create a 21st century greenbelt on the fringe of San Jose.Coyote Valley as a landscape linkage for wildlife is irreplaceable and essential for the long-term protection of biodiversity in the region according to five regional and statewide planning reports. It connects 1.13 million acres of core wildlife habitat, as defined in the Bay Area Critical Linkages report, in the Santa Cruz Mountains and Diablo Range. Conserving it will help to protect over $3B in regional open space investments and further the resilience of our region.Coyote Valley provides habitat to a wide range of birds and waterfowl, including many seasonal migrants stopping along the Pacific Flyway, and a number of rare and endangered species including Swainson's Hawk, tiger salamander, Tri-colored Blackbird, Bay Checkerspot Butterfly, Most Beautiful Jewel Flower, Burrowing Owl, and a potential sub-species of American badger as well as regionally rare and unique species, such as gray fox. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,780,282 | ExpenseAmt |
| Grant | $34,126 | GrantAmt |
| Revenue | $317,338 | RevenueAmt |
| Desc | Land Management:POST currently holds 18,971 acres in fee ownership and holds conservation easements on 13,585 acres.The organization has an established stewardship program for the lands it owns that includes resource conservation planning and management, along with active uses of land for conservation grazing and agriculture as well as sustainable forest management and restoration where appropriate. POST works to protect and manage lands in its possession through site-specific stewardship plans for the natural resources on each property. POST staff and volunteers actively monitor the acreage on which POST holds easements or restrictions. Volunteers also assist with stewardship projects on POST-owned land. In total, POST stewardship volunteers contributed an impressive 1,324 hours of work time in 2017 treating invasive plants that degrade natural systems along the San Mateo coast.Other land management and infrastructure accomplishments include the following:- Farmland Futures Initiative:- Farm Labor Housing. In conjunction with the San Mateo County Farm Labor Housing pilot program, POST kicked off two projects to build farm labor housing on two farms. This supports our goal of preserving agricultural land while also providing the necessary infrastructure on those lands for farming operations. Confined to a small footprint within the property, the housing projects help ensure that farmers can retain trained farmworkers critical to their ongoing operations in a region where there is a significant shortage of farm labor housing.- Root Down Barn. POST rebuilt a decaying barn on Cloverdale Coastal Ranches to improve the long-term operation of Root Down Farm, a pasture based livestock operation on the property, and all future farms to come. The new barn, built to last 300 years using both recycled wood from the old barn as well as locally grown redwood sustainably harvested from our San Vicente Redwoods property, will be an iconic structure on this pastoral landscape for generations.- Continued our water infrastructure efforts, having now drilled three wells in order to increase resiliency of both agricultural operations and our natural systems by minimizing use of stream water during peak usage seasons and provide farmers and ranchers with improved, more flexible water infrastructure.- POST completed restoration of one mile of Butano Creek by installing structures to help slow the creek down and reconnect the stream channel with its historic floodplain. This section of Butano Creek can now act like a creek again. It will more frequently spill its banks, flood its floodplain and deposit sediment in the floodplain forest as it did for thousands of years. Over 150,000 tons of sediment will be prevented from entering the Pescadero Marsh because of this project helping to alleviate flooding that impacts the town of Pescadero. The project restores over 100 acres of historic wetlands on the property and nearly a mile of creek habitat supporting rare amphibians and reptiles and endangered fish species.- On the San Vicente Redwoods property, in collaboration with partners, we continued the implementation of a Timber Harvest Plan, sustainably harvesting redwood on an additional 80 acres of this 8500 acre property. We also began planning our first restoration forestry treatment on about 200-acres in the Deadman Gulch portion of the property. This treatment will help accelerate the development of old-growth forest conditions on the property that provide critical habitat for endangered marbled murrelet, a rare seabird that nests on the limbs of large old trees. Other restoration efforts on the San Vicente Redwoods property include a project to restore about one half mile of San Vicente Creek by placing redwood logs in the stream to slow down water, capture sediment, and reconnect the stream with its historic floodplain. In addition, planning is underway for a major invasive species eradication effort on this property to limit the spread and eventually eliminate Clematis vitalba, a pernicious weedy vine that forms dense mats and blankets trees and is known only to be present only in this watershed in California.- Public Access Program. POST finalized the Bay to Sea Trail Adaptive Strategy and Plan, incorporating key elements of a master plan and community engagement strategy. We also continue our planning efforts for public access on a number of other POST projects.- Wildlife Linkages Program. POST has launched a program focusing specifically on creating landscape linkages supporting wildlife movement. We have commissioned a number of studies to make sure our infrastructure and land protection efforts are firmly guided by science. Of particular note, this year we partnered with the UC-Santa Cruz Puma Project and Pathways for Wildlife to undertake a study to track the movement of bobcats in and around Coyote Valley using telemetry and camera tracking. The information gathered through these studies is providing essential data to drive our conservation strategies and investments in this area. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,239,351 | ExpenseAmt |
| Grant | $101,370 | GrantAmt |
| Revenue | $81,279 | RevenueAmt |
| Desc | Community Outreach and Education:To further our community outreach and education efforts, in fiscal year 2017 the organization executed a variety of content marketing programs and community outreach events. We executed six pieces of gated content from which we acquired 9,977 new names on our monthly email list. These people continued to benefit and stay connected to POST throughout the year from our monthly email newsletter content. Additionally, we hosted 27 outreach events of various types (sponsored events, hikes, family events and others) at which we met over 2,573 community members and donors. This includes our annual Wallace Stegner Lecture Series which in 2017 included National Geographic photographer, extreme athlete, and award winning filmmaker Jimmy Chin, beat generation poet, essayist, environmental activist, and thinker Gary Snyder and journalist, author, and former New York Times columnist Mark Bittman. Total attendance at all three lectures was 1,706 individuals. POST produced and delivered three issues of our Landscapes magazine this year to over 9,000 donors. Through these efforts we added 15,000 new members to our email community. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $10,792,325 | 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 |
| 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 | 0 | 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 | Yes (1) | 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 | 103 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 56 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEATHER KANTOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6508547696 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 HIGH STREET | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 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 |
|---|---|---|---|---|---|---|---|
| Dennis DeBroeck | |||||||
| chair & director | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Kim young | |||||||
| vice chair & director | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Andrew Bosworth | |||||||
| Director | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| BRAD O'BRIEN | |||||||
| Director | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| christy holloway | |||||||
| director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DianE GREENE | |||||||
| Former Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| donna dubinsky | |||||||
| Former Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Jennifer Lynch | |||||||
| Director | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| john chamberlain | |||||||
| director | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| leah toeniskoetter | |||||||
| Former DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| matt MILLER | |||||||
| Director | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| raj mashruwala | |||||||
| director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| sandi Thompson | |||||||
| director | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| sean dempsey | |||||||
| director | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| Jan Garrod | |||||||
| Director & Former Chairman | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| suzanne sullivan | |||||||
| Director | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| Rod Ferguson | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Wende Hutton | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| walter T Moore | |||||||
| president | 40.00 | Yes (X) | $283,849 | $0 | $44,165 | ||
| karie thomson | |||||||
| secretary | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| heaTHER KANTOR | |||||||
| treasurer/CFO | 40.00 | Yes (X) | $218,073 | $0 | $50,455 | ||
| patricia suvari | |||||||
| Former VP, Land | 40.00 | Yes (X) | $134,212 | $0 | $19,484 | ||
| jennifer lynch | |||||||
| Former VP, Advancement | 40.00 | Yes (X) | $183,329 | $0 | $16,132 | ||
| Martha tedesco | |||||||
| VP of Marketing | 40.00 | Yes (X) | $146,530 | $0 | $26,877 | ||
| gordon clark | |||||||
| Senior Dir, Advancement | 40.00 | Yes (X) | $123,196 | $0 | $19,827 | ||
| Curtis Riffle | |||||||
| VP of Land | 40.00 | Yes (X) | $54,087 | $0 | $567 | ||
| diane cordova | |||||||
| DIR of Human Resources | 30.00 | $147,791 | $0 | $23,638 | Yes (X) | ||
| jeanine crider | |||||||
| director of planned giving | 40.00 | $115,122 | $0 | $18,095 | Yes (X) | ||
| Megan Derhammer | |||||||
| Director of Major Gifts | 40.00 | $125,356 | $0 | $64 | Yes (X) | ||
| Nicole Heller | |||||||
| Director of Conservation Science | 40.00 | $113,584 | $0 | $4,824 | Yes (X) | ||
| Stephen Ando | |||||||
| Former Controller | 40.00 | $110,232 | $0 | $8,167 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,755,361 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $232,295 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TKO General Engineering and COnstruction | |||||
| 12750 La Honda Rd | Woodside | CA | 94062 | Engineering, Construction, Roads | $487,713 |
| Santa Cruz Timberframes | |||||
| 2900 Smith Grade | Santa Cruz | CA | 95060 | Barn COnstruction | $309,626 |
| Go Native Nursery | |||||
| PO Box 370103 | Montara | CA | 94037 | Roadwork, invasive species removal | $216,190 |
| Next Generation FUndraising Inc | |||||
| 1100 Larkspur Landing Cir 350 | Larkspur | CA | 94939 | Direct mail fundraising campaigns | $186,697 |
| Hamey Woods | |||||
| 247 Sunlit Lane | Santa Cruz | CA | 95060 | Forestry services, security, invasives | $161,345 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $325,573 | GovernmentGrantsAmt |
| All Other Contributions | $8,568,393 | AllOtherContributionsAmt |
| Noncash Contributions | $1,749,643 | NoncashContributionsAmt |
| Total Contributions | $8,893,966 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RENTAL INCOME | 900002 | $204,760 | $204,760 |
| misc program income | 900099 | $112,578 | $112,578 |
| lecture series income | 611600 | $81,279 | $81,279 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $398,617 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,673,090 | TotalRevenueColumnAmt |
| Exclusion | $3,673,090 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $73,363,881 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $62,727,410 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,636,471 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,636,471 | TotalRevenueColumnAmt |
| Exclusion | $10,636,471 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $13,284 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,284 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $13,284 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,615,428 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $411,901 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $14,309,561 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,246,486 | TotalAmt |
| Program Services | $2,246,486 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,350,130 | TotalAmt |
| Program Services | $570,086 | ProgramServicesAmt |
| Management And General | $362,337 | ManagementAndGeneralAmt |
| Fundraising | $417,707 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,911,914 | TotalAmt |
| Program Services | $1,331,756 | ProgramServicesAmt |
| Management And General | $513,173 | ManagementAndGeneralAmt |
| Fundraising | $1,066,985 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,287 | TotalAmt |
| Program Services | $58,551 | ProgramServicesAmt |
| Management And General | $13,778 | ManagementAndGeneralAmt |
| Fundraising | $39,958 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $324,374 | TotalAmt |
| Program Services | $165,968 | ProgramServicesAmt |
| Management And General | $25,427 | ManagementAndGeneralAmt |
| Fundraising | $132,979 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $203,255 | TotalAmt |
| Program Services | $92,071 | ProgramServicesAmt |
| Management And General | $37,968 | ManagementAndGeneralAmt |
| Fundraising | $73,216 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,375 | TotalAmt |
| Program Services | $112,005 | ProgramServicesAmt |
| Management And General | $9,072 | ManagementAndGeneralAmt |
| Fundraising | $2,298 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,803 | TotalAmt |
| Management And General | $39,803 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,000 | TotalAmt |
| Program Services | $50,000 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $394,824 | TotalAmt |
| Management And General | $394,824 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,028,215 | TotalAmt |
| Program Services | $1,677,313 | ProgramServicesAmt |
| Management And General | $81,331 | ManagementAndGeneralAmt |
| Fundraising | $269,571 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $383,135 | TotalAmt |
| Program Services | $145,525 | ProgramServicesAmt |
| Management And General | $24,436 | ManagementAndGeneralAmt |
| Fundraising | $213,174 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,883 | TotalAmt |
| Program Services | $19,305 | ProgramServicesAmt |
| Management And General | $6,675 | ManagementAndGeneralAmt |
| Fundraising | $11,903 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,960 | TotalAmt |
| Program Services | $13,960 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,802 | TotalAmt |
| Program Services | $14,867 | ProgramServicesAmt |
| Management And General | $4,622 | ManagementAndGeneralAmt |
| Fundraising | $3,313 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,186 | TotalAmt |
| Program Services | $45,833 | ProgramServicesAmt |
| Management And General | $25,294 | ManagementAndGeneralAmt |
| Fundraising | $25,059 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,661 | TotalAmt |
| Program Services | $710 | ProgramServicesAmt |
| Management And General | $35,951 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,897 | TotalAmt |
| Program Services | $81,562 | ProgramServicesAmt |
| Management And General | $32,816 | ManagementAndGeneralAmt |
| Fundraising | $58,519 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,701 | TotalAmt |
| Program Services | $56,854 | ProgramServicesAmt |
| Management And General | $30,847 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| loss on loan | $2,000,300 | $2,000,300 | ||
| Land Maintenance | $1,555,624 | $1,555,452 | $62 | $110 |
| amortization asset obli | $216,111 | $216,111 | ||
| Property Taxes | $173,425 | $173,425 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $300,104 | TotalAmt |
| Program Services | $164,185 | ProgramServicesAmt |
| Management And General | -$3,872 | ManagementAndGeneralAmt |
| Fundraising | $139,791 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,881,452 | TotalAmt |
| Program Services | $10,792,325 | ProgramServicesAmt |
| Management And General | $1,634,544 | ManagementAndGeneralAmt |
| Fundraising | $2,454,583 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $514,169 | BOYAmt |
| EOY | $406,777 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,128,340 | BOYAmt |
| EOY | $5,000,931 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $630,752 | BOYAmt |
| EOY | $624,173 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,350,000 | BOYAmt |
| EOY | $21,600,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $538,748 | BOYAmt |
| EOY | $281,274 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,598,645 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,143,845 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,618,677 | BOYAmt |
| EOY | $5,454,800 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,832,115 | BOYAmt |
| EOY | $166,287,339 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,305,789 | BOYAmt |
| EOY | $9,140,435 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,348,541 | BOYAmt |
| EOY | $84,226,538 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $283,267,131 | BOYAmt |
| EOY | $293,022,267 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $639,289 | BOYAmt |
| EOY | $872,451 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,536,499 | BOYAmt |
| EOY | $3,622,868 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,412,783 | BOYAmt |
| EOY | $5,785,014 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,588,571 | BOYAmt |
| EOY | $10,280,333 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $258,026,819 | BOYAmt |
| EOY | $273,093,915 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,101,241 | BOYAmt |
| EOY | $9,097,519 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $550,500 | BOYAmt |
| EOY | $550,500 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $273,678,560 | BOYAmt |
| EOY | $282,741,934 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $283,267,131 | BOYAmt |
| EOY | $293,022,267 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $8,733,976 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $391,166 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$61,768 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | 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 | $11,706,948 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,926,162 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,067,462 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,588,517 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,893,966 | CurrentTaxYearAmt |
| Total | $55,183,055 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,706,948 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,926,162 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,067,462 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,588,517 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,893,966 | CurrentTaxYearAmt |
| Total | $55,183,055 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,441,983 | SubstantialContributorsTotAmt |
| Public Support Total170 | $52,741,072 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,027,586 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,046,845 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,067,889 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,349,902 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,959,129 | CurrentTaxYearAmt |
| Total | $17,451,351 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $72,634,406 | TotalSupportAmt |
| Public Support CY170 | 0.72610 | PublicSupportCY170Pct |
| Public Support PY170 | 0.74880 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $62,000 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $62,000 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $14,819,453 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $14,881,453 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $894,073 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $223,518 | 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 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $783,162 | CurrentYearMinus2Amt |
| Current Year Minus1 | $790,107 | CurrentYearMinus1Amt |
| Current Year | $894,073 | CurrentYearAmt |
| Total | $3,467,342 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $5,201,013 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $770,582 | CurrentYearMinus3Amt |
| Current Year Minus2 | $397,413 | CurrentYearMinus2Amt |
| Current Year Minus1 | $62,000 | CurrentYearMinus1Amt |
| Current Year | $62,000 | CurrentYearAmt |
| Total | $1,291,995 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $195,791 | CurrentYearMinus2Amt |
| Current Year Minus1 | $197,527 | CurrentYearMinus1Amt |
| Current Year | $223,518 | CurrentYearAmt |
| Total | $866,836 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,300,254 | GrassrootsCeilingAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | form 990, schedule c, part ii-a: | FormAndLineReferenceDesc |
| Explanation | Conservation Action Fund: $50,000 Payment for initial filing and related expenses for natural resources, park, water bond initiative for 2018 ballot, and $12,000 payment to lobbying consultant | 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 | 32 | TotalEasementsCnt |
| Total Acreage | 13585.00 | TotalAcreageCnt |
| Modified Easements | 0 | ModifiedEasementsCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 3134.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $146,803 | ExpensesIncurredEnforcementAmt |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $676,966 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $63,058 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $22,074 | OtherExpendituresAmt |
| End Year Balance | $717,950 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $697,739 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $164 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $20,937 | OtherExpendituresAmt |
| End Year Balance | $676,966 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $705,715 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $17,414 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $25,390 | OtherExpendituresAmt |
| End Year Balance | $697,739 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $636,219 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $88,583 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $19,087 | OtherExpendituresAmt |
| End Year Balance | $705,715 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $659,763 | BeginningYearBalanceAmt |
| Contributions | -$60,100 | ContributionsAmt |
| Investment Earnings Or Losses | $56,535 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $19,979 | OtherExpendituresAmt |
| End Year Balance | $636,219 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.77000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.23000 | 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 | $2,351,899 | OtherCostOrOtherBasisAmt |
| Book Value | $2,351,899 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,939,386 | OtherCostOrOtherBasisAmt |
| Depreciation | $957,273 | DepreciationAmt |
| Book Value | $2,982,113 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $307,360 | OtherCostOrOtherBasisAmt |
| Depreciation | $186,572 | DepreciationAmt |
| Book Value | $120,788 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,454,800 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Other receivable | $43,560 |
| ASSET OBLIGATION | $1,651,030 |
| Land held for conservation | $82,531,948 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $84,226,538 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Agency Trust Funds | $271,928 |
| Liability under CRUT | $2,570,330 |
| asset retirement Obligations | $2,327,611 |
| Stewardship liabilities | $615,145 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,785,014 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $23,670,274 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $391,166 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $58,504 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$394,824 | OtherRevenueAmt |
| Revenue Not Reported | $54,846 | RevenueNotReportedAmt |
| Revenue Subtotal | $23,615,428 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $23,615,428 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $14,545,132 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $58,504 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | -$394,824 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$336,320 | ExpensesNotReportedAmt |
| Expenses Subtotal | $14,881,452 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $14,881,452 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part II, Line 3: | POST purchased easements for an expense of $150,000 for the year ending 6/30/2017. |
| Part II, Line 5: | POST monitors all of its conservation easements at least annually in order to 1) observe the condition of the property in order to determine whether it is in compliance with easement terms; 2) create a record of easement stewardship and property condition over time; and 3) maintain a working relationship with the landowner. It is POST's policy to uphold its conservation easements as written and to identify, investigate, evaluate and respond to any potential violations as quickly as possible. In the case of a material violation, POST will require cessation, repair, and/or mitigation of any damage to protected conservation values. POST is prepared to take legal action to defend its rights as easement holder if necessary. POST has a conservation easement stewardship fund to provide resources for legal defense.The conservation easement document does clearly describe the process for enforcing the terms of the easement should any violation be identified to ensure that corrective actions are taken to cure the violation. |
| Part II, Line 9: | The Organization periodically receives or purchases conservation easements which limit the allowable uses of the related property to open space uses consistent with the Organization's mission. Contributed conservation easements received are recorded as land contributions based on the estimated value given up by the land owner by restricting the use of the property with an easement. Conservation easements purchased bear no future benefit to the Organization and are therefore included as part of land and easement transactions expense in the year they are acquired. In connection with the transfer or sale of land, the Organization may retain a conservation easement on the land. Because these easements bear no possible future financial benefit to the Organization, they are not recorded on the Organization's statement of financial position. Sometimes, the Organization may sell a conservation easement to a nonprofit or public agency partner while retaining ownership of the property. |
| Part V, Line 4: | Lane stewardship endowment: These funds may be used for expenses to maintain trails, remove invasive and exotic species, undertake erosion prevention and repair, and restore plant and animal habitats. Wilbur's Watch endowment:This grant is restricted to activities related to the maintenance of the trail at Wilbur's Watch on POST's Cloverdale property. This includes such items as annual stewardship such as mowing, pampas grass removal, and monitoring; replacement of items such as the bench, telescope, and signage; and repair of the trail. |
| Part X, Line 2: | The Organization evaluates its uncertain tax positions and will recognize a loss contingency when it is probable that a liability has been incurred as of the date of the financial statements and the amount of the loss can be reasonably estimated. The amount recognized is subject to estimate and management judgment with respect to the likely outcome of each uncertain tax position. The amount that is ultimately sustained for an individual uncertain tax position for all uncertain tax positions in the aggregate could differ from the amount recognized. As of June 30, 2017 management did not identify any uncertain tax positions. |
| Part XI, Line 2d - Other Adjustments: | Investment management Fees -394,824. |
| Part XII, Line 2d - Other Adjustments: | Investment Management fees -394,824. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|---|---|---|---|
| pie ranch | |||||||||
| PO BOX 363 | PESCADERO | CA | 94060 | 261631976 | 501(C)(3) | $5,000 | Sponsorship of Whole Pie | ||
| committee for green foothills | |||||||||
| 3921 east bayshore road | palo alto | CA | 94303 | 942223302 | 501(C)(4) | $32,500 | Sponsorship Nature's Inspiration and unrestricted contribution to CGF | ||
| california council of land trusts | |||||||||
| 1029 J STREET SUITE 120 | SACRAMENTO | CA | 95814 | 010826246 | 501(C)(3) | $6,500 | Operation support | ||
| Trust Conservation Innovation | |||||||||
| 405 14th Street Suite 164 | Oakland | CA | 94612 | 912166435 | 501(C)(3) | $5,000 | Sponsorship of Kitchen Table Advisors Annual Fundraising Event and programat | ||
| Puente | |||||||||
| PO Box 554 | Pescadero | CA | 94060 | 680480736 | 501(C)(3) | $7,000 | Sponsorship of Puente Fall Harvest Fundraiser and donation to Puente for the | ||
| La honda Pescadero Unified School District | |||||||||
| PO Box 189 | Pescadero | CA | 94060 | 943138629 | Government | $55,327 | Support Schools in Lieu of Property taxes | ||
| Midpeninsula Regional Open Space District | |||||||||
| 330 Distel Circle | Los Altos | CA | 94022 | 263602066 | Government | Transfer of land | $450,000 | Appraisal | |
| Sempervirens Fund | |||||||||
| 419 South San Antonio Rd Suite 211 | Los Altos | CA | 940223640 | 942155097 | 501(C)(3) | $435,990 | Grant for construction performed on Castle Rock Property | ||
| Sonoma Land Trust | |||||||||
| 822 Fifth STreet | Santa Rosa | CA | 95404 | 510197006 | 501(C)(3) | $300,000 | Donated related to Conley Property | ||
| San Mateo County Parks | |||||||||
| 455 County Center | Redwood City | CA | 94063 | 943306697 | Government | Transfer of Land | $925,000 | Appraisal | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | For grants received, POST monitors these funds through extensive budget tracking and reporting on the use of these funds to the granting organizations. Reports detailing the use of funds are typically submitted to the granting organization at the interim of the grant period, the end, or both. In most cases, funds must be completely spent at the time of the final report, ensuring that the granting organization is made fully aware of POST's use of the granted funds. For grants made, POST monitors the use of these funds through close coordination with the grantee to ensure funds are utilized for the intended purpose as agreed upon between the organizations. In some cases, a grant agreement is signed by both parties in which we may require the grantee to submit updates on the use of funds by specific dates. If a third party is involved as the grantor, and POST serves as the pass-through entity, we will manage and be held responsible for the reporting requirements set by the grantor. | 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 |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| walter T Moore | ||||||||||||||
| president | $283,711 | $0 | $0 | $0 | $138 | $0 | $15,900 | $0 | $28,265 | $0 | $328,014 | $0 | $0 | $0 |
| heaTHER KANTOR | ||||||||||||||
| treasurer/CFO | $217,935 | $0 | $0 | $0 | $138 | $0 | $13,616 | $0 | $36,839 | $0 | $268,528 | $0 | $0 | $0 |
| patricia suvari | ||||||||||||||
| Former VP, Land | $134,187 | $0 | $0 | $0 | $25 | $0 | $6,376 | $0 | $13,108 | $0 | $153,696 | $0 | $0 | $0 |
| jennifer lynch | ||||||||||||||
| Former VP, Advancement | $183,329 | $0 | $0 | $0 | $0 | $0 | $15,006 | $0 | $1,126 | $0 | $199,461 | $0 | $0 | $0 |
| Martha tedesco | ||||||||||||||
| VP of Marketing | $146,392 | $0 | $0 | $0 | $138 | $0 | $3,806 | $0 | $23,071 | $0 | $173,407 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 62 | ContributionCnt |
| Noncash Contributions Rpt F990 | $632,958 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | avg hi/low gift date | MethodOfDeterminingRevenuesTxt |
Qualified Contrib Other QualifiedContribOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,105,400 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Appraisal | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | supplies | Desc |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $11,285 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | market value | 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 | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Column (b): | Contributors donated wine and food for events |
| Part I, Line 32b: | POST employs Sandhill Global Advisors to handle sales of all noncash contributions of stocks or securities. At present sales of other noncash items such as conservation lands or easements are handled by the organization. Sales of non-conservation lands may be handled either by the organization or, in certain cases, by commercial real estate brokers. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | Jan Garrod, director, is the uncle of Andrew Bosworth who is also a director. |
| Form 990, Part VI, Section B, line 11b | Each year, prior to submission, the Audit Committee shall ensure that POST's Form 990 is reviewed by a member of the committee or a designee of the committee with appropriate qualifications. In addition, the draft submission will be made available to the board for review and comment. |
| Form 990, Part VI, Section B, line 12c | When joining the organization's board or staff, and on an annual basis, board members, members of the finance and audit committee not currently serving on the Board, and all staff fill out a conflict of interest statement. If a change in a person's material interest in a matter that could affect POST occurs, that person must amend the conflict of interest statement. All disclosure statements shall be reviewed by the Chair of the Board Governance Committee and President. |
| Form 990, Part VI, Section B, line 15 | It is the policy of the Compensation Committee to annually review the compensation of all officers utilizing a compensation study prepared by an independent compensation consultant with market data from Bay Area companies. The Committee considers multiple factors that affect compensation comparisons such as geographical cost of living, experience, qualifications, and performance achievements. This review is contemporaneously documented in the compensation committee minutes. |
| Form 990, Part VI, Section C, line 19 | The Organization makes governing documents and the conflict of interest policy available to the public upon request. The Organization's audited financial statements and Form 990 are made available via the organization's website each year. |
| Form 990, Part IX, line 11g | Other Professional Fees: Program service expenses 1,677,313. Management and general expenses 81,331. Fundraising expenses 269,571. Total expenses 2,028,215. |
| Form 990, Part XII, Line 2c: | The organization has an audit committee that is charged with the oversight of the audit. This process has not changed from prior years. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAKE LUCERNE MUTUAL WATER COMPANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 HIGH STREET | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942689518 | EIN |
| Primary Activities | Develop, distribute, supply, and deliver water for irrigation use only | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(12) | ExemptCodeSectionTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | lake lucerne mutual water company | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | D | TransactionTypeTxt |
| Involved | $43,560 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |