2013-10-11T16:09:16-05:00 2013-03-31 263839190 BURR PILGER MAYER INC 600 CALIFORNIA STREET SUITE 1300 SAN FRANCISCO CA 94108 990 2012-04-01 940843915 SAVE THE REDWOODS LEAGUE SAVE 4153622352 114 SANSOME STREET NO 1200 SAN FRANCISCO CA 94104 HARRY POLLACK 4153622352 2013-10-08 1 ROBERT A HOUSTON P00184427 4154215757 2012 2015-11-30 17:44:51Z SAM HODDER 114 SANSOME STREET NO 1200 SAN FRANCISCO CA 94104 30195817 0 X WWW.SAVETHEREDWOODS.ORG X 1918 CA THE LEAGUE PROTECTS AND RESTORES REDWOOD FORESTS AND CONNECTS PEOPLE WITH THESE NATURAL WONDERS. 9 9 41 110 0 0 11313408 12123633 0 0 3183728 2205288 52839 49828 14549975 14378749 6083680 3682691 0 0 3190543 3370364 86870 123857 2000665 2964704 6095316 12325797 13272228 2224178 1106521 96904505 111143390 5813588 13174949 91090917 97968441 SAVE THE REDWOODS LEAGUE PROTECTS AND RESTORES REDWOOD FORESTS AND CONNECTS PEOPLE WITH THEIR PEACE AND BEAUTY SO THESE WONDERS OF THE NATURAL WORLD FLOURISH. 0 0 6727435 2497364 LAND PROTECTION. WE PROTECT REDWOOD FORESTLAND AND SUPPORTING LANDSCAPES THROUGH ACQUISITION AND CONSERVATION EASEMENTS. PURSUANT TO OUR SCIENCE-BASED MASTER PLAN, WE PROTECTED 359 ACRES OF REDWOOD FORESTLANDS AND ASSOCIATED LANDSCAPES, NAMELY PETERS CREEK AND BOULDER CREEK FORESTS, A RARE OPPORTUNITY IN THE SANTA CRUZ MOUNTAINS, ESPECIALLY SO CLOSE TO THE DENSELY POPULATED BAY AREA. IN ADDITION, WE COLLABORATED WITH FOUR OTHER CONSERVATION ORGANIZATIONS TO CONSERVE THE 8,532-ACRE CEMEX REDWOODS PROPERTY, THE LARGEST UNPROTECTED REDWOOD FOREST IN THE SANTA CRUZ MOUNTAINS. WE DEEDED A $300K GIANT SEQUOIA PROPERTY TO THE US FOREST SERVICE FOR PERMANENT STEWARDSHIP. WE MONITORED ALL 27 OF OUR CONSERVATION EASEMENTS AND STEWARDED LEAGUE-OWNED REDWOOD PROPERTY, VALUED AT APPROXIMATELY $30M. 1490318 284586 FOREST RESTORATION AND PARK SUPPORT. WE RESTORE LAND THAT HAS BEEN LOGGED OR OTHERWISE DAMAGED. WORKING WITH CALIFORNIA STATE PARKS, WE RESTORED TRAIL ACCESS TO PFEIFFER FALLS IN PFEIFFER BIG SUR STATE PARK AFTER A FIRE DAMAGED THREE BRIDGES, CUTTING OFF HIKERS FROM THE WATERFALL. IN MILL CREEK FOREST, WE CONTINUED TO DECOMMISSION LOGGING ROADS AND RESTORE WATERWAYS TO HASTEN THE PROCESS BY WHICH THIS AREA WILL RESEMBLE AN ANCIENT FOREST WITH A THICK CANOPY, CLEAR, FISH-FILLED STREAMS AND ABUNDANT WILDLIFE. WE ALSO PROVIDED FINANCIAL AND TECHNICAL SUPPORT TO THE NATIONAL PARK SERVICE, CALIFORNIA STATE PARKS AND OTHERS WHO MANAGE LAND ORIGINALLY PROTECTED BY THE LEAGUE, AND PROVIDED BROAD SUPPORT SO THAT CALIFORNIA STATE PARKS COULD KEEP REDWOOD PARKS OPEN DURING A BUDGET CRISIS THAT WOULD OTHERWISE HAVE CLOSED THEM. 1649738 900741 RESEARCH AND EDUCATION PROGRAMS. OUR RESEARCH PROGRAM STUDIES REDWOOD FORESTS TO UNDERSTAND HOW TO BEST PROTECT THEM. WE AWARDED OVER $100K FOR 7 REDWOOD ECOLOGY RESEARCH GRANTS. WE STUDIED HOW CLIMATE CHANGE IMPACTS REDWOOD FORESTS THROUGH OUR MULTIYEAR REDWOODS AND CLIMATE CHANGE INITIATIVE. COLLABORATING WITH SCIENTISTS FROM UC BERKELEY AND HUMBOLDT STATE UNIVERSITY, WE TRACKED TREE GROWTH AND SURVIVAL IN OLD GROWTH COAST REDWOOD AND GIANT SEQUOIA FORESTS, MONITORED WEATHER CHANGES, AND STUDIED REDWOOD SEEDLING DROUGHT RESISTANCE. THE FINDINGS WILL HELP FOCUS LEAGUE EFFORTS ON WHERE TO PROTECT AND RESTORE REDWOOD FORESTLAND. OUR EDUCATION PROGRAM INSPIRES AND CONNECTS YOUTHS TO THE REDWOOD FORESTS. THIS YEAR, WE AWARDED $100K TO 30 SCHOOLS AND NONPROFIT ORGANIZATIONS TO SUPPORT FIELD TRIPS AND LEARNING FOR YOUTHS. 9867491 1 1 0 1 0 0 1 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 62 0 41 1 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AR AZ CA CO CT FL GA IL IN KS KY LA ME MD MA MI MN MS NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VT VA WA WV WI DC X X X ROLANDO COHEN 4153622352 114 SANSOME ROOM 1200 SAN FRANCISCO CA 94104 PETE DANGERMOND 2.00 X X 0 0 0 MARY WRIGHT 2.00 X X 0 0 0 PETER FRAZIER 2.00 X X 0 0 0 MELINDA THOMAS 2.00 X X 0 0 0 JAMES L LARSON 2.00 X X 0 0 0 WILLIAM J LIBBY 1.00 X 0 0 0 SARAH CONNICK 1.00 X 0 0 0 PEGGY LIGHT 1.00 X 0 0 0 SAM LIVERMORE 1.00 X 0 0 0 JUSTIN FAGGIOLI 1.00 X 0 0 0 RUSKIN K HARTLEY 35.00 X 297469 0 26386 ROLANDO COHEN 35.00 X 152720 0 25550 HARRY POLLACK 35.00 X 149390 0 54152 SUZANNE MOSS 35.00 X 155843 0 31562 JENNIFER BENITO 35.00 X 113197 0 19817 SUSAN INGERSOLL 35.00 X 105815 0 16068 JAN CORAZZA 35.00 X 104339 0 8798 1078773 0 182333 7 0 1 0 SHUTE MIHALY & WEINBERGER LLP 396 HAYES STREET SAN FRANCISC CA 94102 LEGAL 133460 1 12123633 649231 12123633 1714519 1714519 16045837 262000 15517068 300000 528769 -38000 490769 490769 OTHER INCOME 900099 49828 49828 49828 14378749 49828 0 2205288 3682691 3682691 707735 343379 155567 208789 1980525 960911 435339 584275 180017 87341 39569 53107 305050 148004 67053 89993 197037 95598 43311 58128 149433 137650 9241 2542 50195 50195 4750 4750 123857 123857 114620 114620 226179 226179 23311 11003 5214 7094 340639 151016 76480 113143 106955 55564 15772 35619 136027 46279 57218 32530 103468 103468 53232 23625 11907 17700 41293 18326 9237 13730 CONSERVATION EASEMENT 3055000 3055000 PRINTING & PUBLICATION 621863 174835 21058 425970 SERVICES AND FEES 448885 90978 210129 147778 OTHER PROJECT COSTS 355312 355312 264154 95582 82162 86410 13272228 9867491 1404072 2000665 1064022 1509377 4530408 2737051 4168319 7731979 52434 10102 365789 329707 89081 150169 30743976 131364 26449699 30612612 60179503 67922143 5250 140250 96904505 111143390 656298 674949 5000000 12500000 157290 0 5813588 13174949 X 59494733 68008207 31187376 29550426 408808 409808 91090917 97968441 96904505 111143390 X 1106521 5636350 134653 X X 0 1 X 1 0 X 22376566 6828213 7511047 8310091 12122339 57148256 22376566 6828213 7511047 8310091 12122339 57148256 9322302 47825954 2533191 2239525 1933145 1660726 1714519 10081106 43375 29813 28951 52839 49828 204806 67434168 437 0.70920 0.67060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4750 4750 9862741 9867491 643375 160844 0 0 623099 579503 610140 643375 2456117 3684176 224000 574000 19000 4750 821750 155775 144876 152535 160844 614030 921045 X X X 27 14454.00 0 0 1 1 740.00 225078 1 458000 1000 86075 545075 439536 1000 17464 458000 378423 1000 60113 439536 244309 1000 133114 378423 373461 17474 -146626 244309 0.75180 0.24820 0 0 30488880 30488880 62672 27349 35323 192424 104015 88409 30612612 X 20246167 5636350 96415 134653 5867418 14378749 0 14378749 13368643 96415 96415 13272228 0 13272228 DESCRIPTION OF HOW ORGANIZATION REPORTS CONSERVATION EASEMENTS: PART II, LINE 9: ACCOUNTING FOR CONSERVATION EASEMENTS EASEMENTS ARE WRITTEN DOWN TO ZERO AT THE TIME THAT THEY ARE ACQUIRED AND THE VALUE OF THE WRITE DOWN IS CLEARLY DEMARCATED AS "CONSERVATION EASEMENT EXPENSE" IN THE PROGRAM EXPENSE SECTION OF THE STATEMENT OF ACTIVITIES AND CHANGES IN NET ASSETS. IF THE EASEMENT IS DONATED, THEN THE APPRAISED VALUE OF THE EASEMENT WILL BE TREATED AS REVENUE AND THE CORRESPONDING AMOUNT WILL BE EXPENSED. THE EASEMENTS DO NOT APPEAR ON THE STATEMENT OF FINANCIAL POSITION AS THEY ARE VALUED AT ZERO. BELOW, PLEASE SEE THE TEXT OF THE FOOTNOTE CONTAINED IN THE LEAGUE'S ANNUAL FINANCIAL STATEMENTS: EASEMENT POLICY CONSERVATION EASEMENTS ARE EXPENSED AS A PROGRAM EXPENSE IN THE PERIOD THEY ARE PURCHASED OR DONATED TO THE LEAGUE. IN THE YEAR ENDING MARCH 31, 2013 THE LEAGUE PURCHASED ONE CONSERVATION EASEMENT FOR $3,055,000. THE LEAGUE DID NOT RECEIVE DONATED CONSERVATION EASEMENTS FOR THE YEAR ENDED MARCH 31, 2013. SYNOPSIS OF THE WRITTEN POLICIES REGARDING HOW THE ORGANIZATION MONITORS, INSPECTS, RESPONDS TO VIOLATIONS, AND ENFORCES CONSERVATION EASEMENTS SAVE THE REDWOODS LEAGUE ("LEAGUE") HAS ADOPTED AND FOLLOWS COMPREHENSIVE POLICIES AND PROCEDURES FOR THE MANAGEMENT OF ALL CONSERVATION EASEMENTS WHICH IT HOLDS AND ALSO FOR THOSE CONSERVATION EASEMENTS WHICH IT DOES NOT HOLD, BUT MAY RETAIN "SECONDARY" OR RESIDUAL ENFORCEMENT RIGHTS, IN WHICH THE LEAGUE MAY TAKE ACTION TO ENFORCE THE TERMS OF CONSERVATION EASEMENTS SHOULD THE LEAGUE DEEM IT TO BE ADVISABLE OR APPROPRIATE. THESE POLICIES AND PROCEDURES PROVIDE FOR ANNUAL MONITORING/INSPECTION OF THE PROPERTIES COVERED BY CONSERVATION EASEMENTS, REVIEW OF THE TERMS AND CONDITIONS OF THE EASEMENT, PHOTOS, MAPS & SURVEYS, APPLICABLE BASELINE DOCUMENTATION AND PREVIOUS MONITORING AND INSPECTION REPORTS ALONG WITH SIGNIFICANT CORRESPONDENCE RELATING TO THE CONSERVATION EASEMENT. THE POLICIES AND PROCEDURES ALSO INCLUDE PROVISIONS FOR PREPARATION AND RETENTION OF REPORTS OF ALL MONITORING ACTIONS AND INSPECTIONS AND DOCUMENTATION OF COMMUNICATIONS WITH LANDOWNERS, PROCEDURES RELATING TO ENFORCEMENT OF THE CONSERVATION EASEMENT TERMS AND PROCEDURES FOR THE HANDLING OF LANDOWNER INQUIRIES AND REQUESTS RELATING TO THE CONSERVATION EASEMENT. IT IS THE ESTABLISHED PRACTICE OF THE LEAGUE TO INCLUDE PROVISIONS IN ALL OF ITS CONSERVATION EASEMENTS THAT ALLOW THE LEAGUE TO CONDUCT, AT LEAST, ANNUAL MONITORING ACTIVITIES ON THE PROPERTY INVOLVED AND TO BRING ENFORCEMENT ACTIONS, IF NECESSARY, TO PREVENT VIOLATIONS OR RESTORE THE PROPERTY TO ITS EXISTING CONDITION PRIOR TO A VIOLATION. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE LEAGUE INTENDS TO GROW THE ENDOWMENT BY THE RECEIPT OF NEW GIFTS AND INVESTMENT RETURN, AND EXPECTS ITS ENDOWMENT FUNDS, OVER TIME, TO PROVIDE AN AVERAGE RATE OF RETURN OF APPROXIMATELY 7% ANNUALLY. THE BOARD WILL REVIEW ITS SPENDING POLICY ON A PERIODIC BASIS TO DETERMINE WHEN IT WOULD BE PRUDENT TO REVISE THE CURRENT SPENDING POLICY. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE LEAGUE FOLLOWS THE GUIDANCE FOR UNCERTAIN TAX POSITIONS. MANAGEMENT HAS CONCLUDED THERE ARE NO UNCERTAIN TAX POSITIONS AT MARCH 31, 2013 AND 2012. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF IRREVOCABLE TRUSTS 134,653. X X X X X 1 DRAKES BAY FUNDRAISING INC 1100 LARKSPUR LANDING CIRCLE STE 2 LARKSPUR CA 94939 DIRECT MAIL CONSULTING 0 1129708 36000 1093708 CARE2COM INC 275 SHORELINE DRIVE 300 REDWOOD CITY CA 94065 ONLINE GIVING SOLICITATION 0 52844 40000 12844 GREGORY A LASSONDE PO BOX 27427 OAKLAND CA 94602 PLANNED GIVING CONSULTING 0 0 16002 0 JOSEPH BRACCO 735 PAULA LANE PETALUMA CA 94952 PLANNED GIVING CONSULTING 0 0 8120 0 BLACKBAUD INC 2000 DANIEL ISLAND DRIVE CHARLESTON SC 29492 MAJOR DONOR CONSULTING 0 0 23735 0 1182552 123857 1106552 AL AK AR AZ CA CO CT DC FL GA IL IN KS KY ME MD MA MI MN MS NV NH NJ NM NY NC ND OH OK OR PA RI TN UT VT VA WA WV WI SC 1 CA DEPT OF PARKS AND RECREATION PO BOX 2006 EUREKA CA 95502 680303606 GOVERNMENT 207183 PARK SUPPORT GRANT PARK SUPPORT GRANT HUMBOLDT STATE UNIVERSITY 1 HARPST STREET ARCATA CA 95521 946050071 501(C)3 362987 RESEARCH GRANT & CLIMATE CHANGE GRANT REGENTS OF THE UNIVERSITY OF CA 2195 HEARST AVENUE 130 BERKELEY CA 94720 946002123 501(C)3 363565 RESEARCH GRANT REGENTS OF THE UNIVERSITY OF CA 1156 HIGH STREET SANTA CRUZ CA 95064 941539563 501(C)3 14107 RESEARCH GRANT RURAL HUMAN SERVICES 286 M STREET SUITE A CRESCENT CITY CA 95531 942735346 501(C)3 29854 REFORESTATION GRANT SAN FRANCISCO STATE UNIVERSITY 1600 HOLLOWAY AVENUE ADM 471 SAN FRANCISCO CA 94132 931137247 501(C)3 14968 RESEARCH GRANT SMITH RIVER ALLIANCE PO BOX 2129 CRESCENT CITY CA 95531 942650838 501(C)3 14940 RESEARCH GRANT STUDENT CONSERVATION ASSOCIATION PO BOX 550 CHARLESTOWN NH 03603 910880684 501(C)3 46358 TRAIL CONSTRUCTION & GROVE GRANT BOARD OF REGENTS OF THE UNIVE OF WI 21 N PARK STREET SUITE 6401 MADISON WI 53715 396006492 501(C)3 14999 RESEARCH GRANT USDA FOREST SERVICE 800 BUCHANAN ST WEST ANNEX BLDG ALBANY CA 94710 720564834 501(C)3 15000 RESEARCH GRANT PENINSULA OPEN SPACE TRUST 222 HIGH STREET PALO ALTO CA 94031 942392007 501(C)3 2500000 LAND RESTORATION. PLEASE SEE PART IV 12 0 ALL GRANTS ARE MADE TO EXEMPT OR GOVERNMENTAL ENTITIES WHO ARE THEMSELVES SUBJECT TO STRICT OPERATING RULES. PART II: GRANT TO PENINSULA OPEN SPACE TRUST $2,500,000 GRANT LISTED AS GRANT PAID TO PENINSULA OPEN SPACE TRUST IS TO BE PAID TO TWO ORGANIZATIONS: 1)PENINSULA OPEN SPACE TRUST 222 HIGH STREET PALO ALTO, CA 94031 EIN: 94-2392007 2)SEMPERVIRENS FUND 419 SOUTH SAN ANTONIO RD., #211 LOS ALTOS, CA 94022 EIN: 94-2155097 X 1 1 X X X 1 0 0 0 0 0 0 0 0 RUSKIN K HARTLEY 186719 0 0 0 110750 0 15048 0 11338 0 323855 0 0 0 ROLANDO COHEN 151745 0 0 0 975 0 12211 0 13339 0 178270 0 0 0 HARRY POLLACK 149047 0 0 0 343 0 12783 0 41369 0 203542 0 0 0 SUZANNE MOSS 155181 0 0 0 662 0 12871 0 18691 0 187405 0 0 0 PART I, LINE 1A THE ORGANIZATION REIMBURSES UP TO $75 PER MONTH IN HEALTH CLUB DUES. THE BENEFIT IS AVAILABLE TO ALL EMPLOYEES WHO HAVE COMPLETED ONE YEAR OF SERVICE. PART I, LINE 4A RUSKIN K. HARTLEY RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $110,000. X 16 92937 FMV X OTHER 1 1294 FMV X BARGAIN SALE OF LAND 1 555000 FMV 0 1 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS 2 CLASSES OF MEMBERSHIP - ONE THAT HAS A VOTE (COUNCILLOR) AND THE OTHER, NON-VOTING. FORM 990, PART VI, SECTION A, LINE 7A THE LEAGUE COUNCILLOR WHICH IS COMPRISED OF UP TO 60 MEMBERS ARE ENTRUSTED WITH THE ELECTION OF BOARD MEMBERS AND NEW COUNCIL MEMBERS. EACH COUNCIL MEMBER HAS ONE VOTE DURING THE ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 11 THE BOARD RECEIVES A COPY OF THE RETURN FOR REVIEW BEFORE THE LEAGUE FILES THE RETURN. THE BOARD OF DIRECTORS REVIEWS THE FINANCIAL REPORTS QUARTERLY, THE FINANCE COMMITTEE REVIEWS THE FINANCIAL STATEMENTS BI-ANNUALLY, THE AUDIT COMMITTEE REVIEWS THE INDEPENDENT AUDIT PROCESS AND THE ANNUAL FINANCIAL STATEMENTS AND THE PRESIDENT AND CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER AND THE REST OF THE SENIOR TEAM REVIEWS THE FINANCIAL STATEMENTS AND VARIANCES FROM BUDGET ON A MONTHLY BASIS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS REVIEW A CONFLICT OF INTEREST POLICY EACH YEAR. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD FUNCTIONS AS THE COMPENSATION COMMITTEE TO DETERMINE THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND THE CHIEF FINANCIAL OFFICER. COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS; INDEPENDENT REVIEW AND COMPARABILITY STUDIES ARE CONDUCTED AMONG SIMILAR ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION RELIES UPON GUIDESTAR TO PUBLISH THE RETURN ON THE INTERNET, AND ALSO PROVIDES COPIES TO ANY PERSON UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF IRREVOCABLE TRUSTS 134,653. FORM 990, PART XII, LINE 2C NO CHANGE IN THE AUDIT COMMITTEE'S OVERSIGHT PROCESS. CRT #1 114 SANSOME STREET SAN FRANCISCO CA 94104 CHARITABLE REMINDER TRUST CA N/A T 37214 1228274 1.00000 0 CRT #2 114 SANSOME STREET SAN FRANCISCO CA 94104 CHARITABLE REMINDER TRUST CA N/A T 252 58313 1.00000 0 CRT #3 114 SANSOME STREET SAN FRANCISCO CA 94104 CHARITABLE REMINDER TRUST CA N/A T 3960 134190 1.00000 0 CRT #4 114 SANSOME STREET SAN FRANCISCO CA 94104 CHARITABLE REMINDER TRUST CA N/A T 4915 61920 0.50000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0