2026-06-15T11:42:51-05:00 2025-12-31 946214841 ARMANINO ADVISORY LLC 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2025-01-01 943058041 YOSEMITE FOUNDATION YOSE 4154341782 101 MONTGOMERY STREET 2450 SAN FRANCISCO CA 94104 CASSIUS M CASH PRESIDENT & CEO 4154341782 2026-06-12 1 KATY BROWN P00650274 9257902600 2026-06-10 2025 2025-03-06 01:10:19Z YOSEMITE CONSERVANCY CASSIUS M CASH 101 MONTGOMERY STREET 2450 SAN FRANCISCO CA 94104 35263438 0 X WWW.YOSEMITE.ORG X 1988 CA PRESERVATION AND RESTORATION OF YOSEMITE NATIONAL PARK 15 14 105 362 0 0 23770830 20318474 1528322 1511280 1398110 975626 2369168 2160900 29066430 24966280 10598979 9067605 0 0 7509938 8128817 277648 197000 5071585 6068848 6349047 24455413 23742469 4611017 1223811 52152134 55650873 6129839 6343011 46022295 49307862 X YOSEMITE CONSERVANCY INSPIRES PEOPLE TO SUPPORT PROJECTS AND PROGRAMS THAT PRESERVE YOSEMITE AND ENRICH THE VISITOR EXPERIENCE. 0 0 10130941 9067605 PARK ENHANCEMENTS-EVERY YEAR, THE CONSERVANCY PROVIDES GRANTS TO YOSEMITE NATIONAL PARK BASED ON THE HIGHEST PRIORITY NEEDS OF THE PARK. THESE GRANTS PROVIDE ESSENTIAL FUNDING FOR TRAIL REPAIR, HABITAT RESTORATION, HISTORIC PRESERVATION, WILDLIFE MANAGEMENT, SCIENTIFIC RESEARCH, VISITOR SERVICES, AND MORE. 4487735 1511280 PARK PROGRAMS: THE CONSERVANCY SUPPORTS THE PRESERVATION AND EDUCATION RELATED ROLES OF THE NATIONAL PARK SERVICE MISSION THROUGH A VARIED PORTFOLIO OF PUBLIC EDUCATIONAL PROGRAMS. THE CONSERVANCY'S OUTDOOR ADVENTURES ENHANCE THE YOSEMITE EXPERIENCE FOR PARK VISITORS THROUGH DOZENS OF INTERPRETIVE AND EDUCATIONAL DAY HIKES, BACKPACKING TRIPS AND OTHER PROGRAMS IN GEOLOGY, BOTANY, NATURAL AND SOCIAL HISTORY, PHOTOGRAPHY, AND THE ARTS. THE CONSERVANCY ALSO CONDUCTS EDUCATIONAL FIELD PROGRAMS ON A CUSTOM BASIS AND BY CONTRACT WITH TRAVEL PROVIDERS. IN ADDITION, THE CONSERVANCY SUPPORTS ART PROGRAMS AND THE PARSON'S MEMORIAL LODGE SUMMER SERIES. THE CONSERVANCY ALSO HELPS INSPIRE AND TRAIN THE NEXT GENERATION OF STEWARDS BY SUPPORTING INTERNSHIPS, (CONT. ON SCH. O) JUNIOR RANGER ACTIVITIES, AND OTHER YOUTH PROGRAMS IN THE PARK, AND HELPS SUSTAIN YOSEMITE-FOCUSED LEADERSHIP PROGRAMMING AND EDUCATIONAL OUTREACH WITH UNIVERSITY OF CALIFORNIA, MERCED.THE CONSERVANCY'S WILDERNESS OPERATIONS PROGRAM ASSISTS THE NATIONAL PARK SERVICE IN ENSURING THAT YOSEMITE BACKCOUNTRY VISITORS ARE EDUCATED ABOUT AND PREPARED FOR WILDERNESS TRAVEL. CONSERVANCY WILDERNESS STAFF MANAGE THE WILDERNESS RESERVATION SYSTEM, ISSUE PERMITS, SPONSOR THE BEAR-PROOF FOOD CANISTER RENTAL PROGRAM, OPERATE THE OSTRANDER SKI HUT, SELL INTERPRETIVE AND ORIENTATION MATERIALS, AND PROVIDE VISITORS WITH THE OPPORTUNITY FOR AN ENJOYABLE AND RESPECTFUL WILDERNESS EXPERIENCE.THE CONSERVANCY'S VOLUNTEER PROGRAM RECRUITS, TRAINS AND MANAGES VOLUNTEERS WHO SUPPORT YOSEMITE THROUGH NUMEROUS WEEK-LONG NATURAL RESOURCE RESTORATION PROJECTS AND THROUGH A MONTH-LONG "VISITOR INFORMATION ASSISTANT" PROGRAM THAT IMPROVES THE EXPERIENCE OF HUNDREDS OF THOUSANDS OF PARK VISITORS ANNUALLY. 2096244 2133581 RETAIL & PUBLISHING: THIS PROGRAM COMPRISES SALES CONDUCTED AT VISITOR CENTER BOOKSTORES, INFORMATION CENTERS AND WILDERNESS CENTERS, THROUGH AN ONLINE STORE, AND TO WHOLESALE CUSTOMERS. IN ADDITION TO SELLING MAPS, GUIDES, NATIVE AMERICAN HANDCRAFTS, APPAREL AND OTHER ITEMS RELATED TO YOSEMITE AND THE SIERRA NEVADA, THE CONSERVANCY PUBLISHES AND SELLS BOOKS THAT EDUCATE PEOPLE AND INSPIRE THEM TO CONNECT WITH AND CARE FOR NATIONAL PARKS AND PUBLIC LANDS. 16714920 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 169 0 1 105 1 0 0 0 0 0 0 0 0 0 1 0 0 0 X 15 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X X LAURA GARLAND 4154341782 101 MONTGOMERY STREET SUITE 2450 SAN FRANCISCO CA 94104 CASSIUS M CASH PRESIDENT & CEO 40.00 X X 389611 0 15223 FRANK DEAN PRESIDENT/CEO (THRU 1/2025) 40.00 X X 162929 0 11429 STEVE CIESINSKI CHAIRMAN 4.00 X X 0 0 0 RYAN MYERS VICE CHAIR 4.00 X X 0 0 0 ROBYN MILLER SECRETARY 4.00 X X 0 0 0 JEWELL ENGSTROM TREASURER 4.00 X X 0 0 0 MATT ADAMS BOARD MEMBER 2.00 X 0 0 0 VICKI BAKER BOARD MEMBER 2.00 X 0 0 0 JESSICA CLARK CHEN BOARD MEMBER 2.00 X 0 0 0 CAROL DIAZ BOARD MEMBER 2.00 X 0 0 0 JEFF LAGER BOARD MEMBER 2.00 X 0 0 0 LAWSON RANKIN BOARD MEMBER 2.00 X 0 0 0 ALAIN RODRIGUEZ BOARD MEMBER 2.00 X 0 0 0 DAVE ROSSETTI BOARD MEMBER 2.00 X 0 0 0 ANN SUNDBY BOARD MEMBER 2.00 X 0 0 0 SCOTT WITTER BOARD MEMBER 2.00 X 0 0 0 KEVIN GAY CFO 40.00 X 231361 0 26120 MARION INGERSOLL CHIEF DEVELOPMENT OFFICER 40.00 X 234361 0 27459 KIMIKO MARTINEZ CHIEF MARKETING & COMMS 40.00 X 197175 0 21960 ADONIA RIPPLE CHIEF OF YOSEMITE OPS 40.00 X 154957 0 21863 LAURA GARLAND CONTROLLER 40.00 X 159230 0 11766 CAITLIN ALLARD PHILANTHROPY OFFICER 40.00 X 160062 0 22220 JEFF WHEELER HR DIRECTOR 40.00 X 154787 0 25389 1844473 0 183429 17 0 1 0 GREAT BASIN INSTITUTE 16750 MT ROSE HWY STE 101 RENO CA 89511 PROJECT WORK IN YNP 563425 ANCIENT FOREST SOCIETY 870 EMERALD BAY RD SUITE 110 SOUTH LAKE TAHOE CA 96150 PROJECT WORK IN YNP 351611 NEWPORT ONE INC 21 RAILROAD AVENUE DUXBURY MA 02332 PROFESSIONAL FUNDRAISING 299837 XANTRION PO BOX 459106 ALAMEDA CA 94501 IT CONTRACT SERVICES 227020 STANTEC CONSULTING SERVICES INC 410 17TH STREET SUITE 1400 DENVER CO 80202 PROJECT WORK IN YNP 209297 9 846931 19471543 660590 20318474 PROGRAM FEES 713990 1511280 1511280 1511280 1103570 1103570 3492 3492 121862 223521 -101659 -101659 -101659 7840171 7968115 -127944 -127944 -127944 4239103 2105522 2133581 2133581 DONOR APPRECIATION EVE 900099 118118 118118 MISCELLANEOUS REVENUE 900099 7368 7368 125486 24966280 3644861 0 1002945 9067605 9067605 1090305 231042 476971 382292 5232872 3405865 451379 1375628 352425 193659 45593 113173 862255 567266 85896 209093 590960 379981 70324 140655 67200 67200 197000 197000 109873 109873 726448 290179 196118 240151 1299669 1185822 113847 178227 133617 23923 20687 252134 202256 13876 36002 288534 184026 53815 50693 244504 85415 119958 39131 282011 175298 68336 38377 22573 7597 14976 62576 41542 12714 8320 PRINTING & POSTAGE 2063507 133493 11858 1918156 SOFTWARE 318666 169032 88104 61530 BANK & MERCHANT FEES 288888 155874 26185 106829 OTHER EXPENSES 96311 75527 15986 4798 47926 29824 2879 15223 23742469 16714920 1955964 5071585 X 3191035 1394825 14139 1782071 13311815 10495619 6393043 7933440 2343997 1931083 123940 150901 849932 964995 1009150 630538 5545562 597241 5021575 4948321 19204322 24543911 3473637 3841164 420723 210901 52152134 55650873 1410157 1369584 4322524 4779568 397158 193859 6129839 6343011 X 30978693 32597288 15043602 16710574 46022295 49307862 52152134 55650873 X 1223811 1518988 542768 X 0 1 X 1 0 X 16119064 21005224 19414427 23904614 20318474 100761803 16119064 21005224 19414427 23904614 20318474 100761803 4265627 96496176 271239 486348 1050803 1291482 1228924 4328796 64238 64238 7816 47080 54117 136382 125486 370881 105525718 22569777 0.91440 0.90730 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: DONOR EVENTS - 2021 AMOUNT: $ 6,175. 2022 AMOUNT: $ 41,280. 2023 AMOUNT: $ 54,117. 2024 AMOUNT: $ 133,784. 2025 AMOUNT: $ 118,118. OTHER INCOME - 2021 AMOUNT: $ 1,641. 2022 AMOUNT: $ 5,800. 2024 AMOUNT: $ 2,598. 2025 AMOUNT: $ 7,368. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5567267 689445 926085 259341 6923456 5192875 50000 569251 244859 5567267 4652092 735659 194876 5192875 5851632 83 -966668 232955 4652092 5372256 649859 170483 5851632 0.64050 0.35950 1 0 3321028 3321028 1886787 409112 1477675 61298 53753 7545 254757 134376 120381 21692 21692 4948321 CHARITABLE GIFT ANNUITIES 189962 F BENEFICIAL INTEREST HELD IN TRUST 3651202 F 3841164 OPERATING LEASE LIABILITY 193859 193859 X 27289250 1518988 147566 766289 2432843 24856407 109873 109873 24966280 24003683 147566 223521 371087 23632596 109873 109873 23742469 PART V, LINE 4: THE LESHER FUND SUPPORTS SEARCH AND RESCUE. THE KORNEI FUND SUPPORTS TRAIL REPAIR AND WILDERNESS RESTORATION. THE HOUGHTON FUND SUPPORTS HORSES AND MULES. THE CRANE FUND IS UNRESTRICTED. THE RUSSELL FUND SUPPORTS EDUCATION. THE BERG FUND SUPPORTS TRIBAL PROJECTS. THE MANITOU FUND IS UNRESTRICTED. THE CONSERVANCY HAS A POLICY OF APPROPRIATING FOR DISTRIBUTION EACH YEAR NO MORE THAN 6% OF ITS ENDOWMENT FUND'S AVERAGE FAIR VALUE OVER THE PRIOR 12 QUARTERS THROUGH THE CALENDAR YEAR-END. THE CRANE TRUST APPROPRIATION FOR DISTRIBUTION IS DETERMINED BY THE ENDOWMENT'S TRUSTEE AND AVERAGES 3-5% OF ITS FAIR VALUE. PART X, LINE 2: THE CONSERVANCY IS A NOT-FOR-PROFIT ORGANIZATION, EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE AND THE APPLICABLE CODE SECTION OF THE STATE OF CALIFORNIA REVENUE AND TAXATION CODE. THE CONSERVANCY RECOGNIZES THE FINANCIAL STATEMENT BENEFIT OF AN UNCERTAIN TAX POSITION ONLY AFTER CONSIDERING THE PROBABILITY THAT A TAX AUTHORITY WOULD SUSTAIN THE POSITION IN AN EXAMINATION. FOR TAX POSITIONS MEETING A "MORE-LIKELY-THAN-NOT" THRESHOLD, THE AMOUNT RECOGNIZED IN THE FINANCIAL STATEMENTS IS THE BENEFIT EXPECTED TO BE REALIZED UPON SETTLEMENT WITH THE TAX AUTHORITY. FOR TAX POSITIONS NOT MEETING THE THRESHOLD, NO FINANCIAL STATEMENT BENEFIT IS RECOGNIZED. THE CONSERVANCY HAS HAD NO UNCERTAIN TAX POSITONS AS OF DECEMBER 31, 2025 AND 2024. THE CONSERVANCY'S TAX RETURNS ARE GENERALLY SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES FOR THREE AND FOUR YEARS RESPECTIVELY. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF CHARITABLE GIFT ANNUITIES -2,599. CHANGE IN VALUE OF CRANE TRUST 545,367. RENTAL EXPENSES 223,521. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 223,521. X X X X X X X 1 NEWPORT ONE INC 21 RAILROAD AVENUE DUXBURY MA 02332 DIRECT MAIL PROGRAM CONSULTATION 0 8438235 2190973 6247262 DIRECT MAIL PROCESSORS 1150 CONRAD CT HAGERSTOWN MD 21740 GIFT PROCESSING SERVICES 0 0 52090 -52090 COMMUNITY COUNSELING SERVICES CO LLC ONE SANSOME ST 3680 SAN FRANCISCO CA 94104 CAMPAIGN CONSULTANTS 0 0 63174 -63174 KT PRODUCTION 810 SE SHERMAN STREET PORTLAND OR 97214 DIRECT MAIL PRODUCTIONS 0 0 122274 -122274 8438235 2428511 6009724 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY PART I, LINE 2B(I), COLUMN (V) NEWPORT ONE- AMOUNTS PAID TO FUNDRAISER: PRINTING AND POSTGE $1,891,136 CONSULTANTS AND PROFESSIONAL FEES $102,837 FUNDRAISING PROFESSIONAL $197,000 GRAND TOTAL $2,190,973 OUR AGREEMENT PROVIDES FOR THE PAYMENT OF FEES AND ALSO FOR THE PAYMENT OF FUNDRAISING EXPENSES, SUCH AS PRINTING, PAPER, ENVELOPES, POSTAGE, AND MAILING LIST RENTAL. THE ABOVE INFORMATION DISTINGUISHES AMOUNTS PAID FOR PROFESSIONAL FUNDRAISING SERVICES AND RELATED EXPENSES. 1 YOSEMITE NATIONAL PARK 9039 VILLAGE DRIVE YOSEMITE CA 95389 NATIONAL PARK SVC 9067605 0 SEE PART IVGRANTS ARE GIVEN TO YOSEMITE NATIONAL PARK FOR PROJECTS THAT PRESERVE THE PARK AND ENHANCE VISITOR EXPERIENCE. 1 PART I, LINE 2: THE CHIEF OF PROJECTS AND YOSEMITE NATIONAL PARK LIAISON MAINTAIN SCHEDULES SHOWING THE AMOUNT YOSEMITE CONSERVANCY'S BOARD APPROVED TO BE GRANTED TO THE PARK FOR THE VARIOUS PROJECTS. THE SCHEDULE ALSO SHOWS THE AMOUNT EXPENSED TO DATE. REGULAR MEETINGS BETWEEN YOSEMITE CONSERVANCY AND THE PARK ARE SCHEDULED TO DISCUSS THE PROGRESS OF VARIOUS PROJECTS AND ANY ISSUES RELATED TO COMPLETION. REGULAR MEETINGS ARE CONDUCTED TO DISCUSS DISBURSEMENT REQUESTS AND OR APPROPRIATE GRANT ADJUSTMENTS FOR PARK PROJECTS. X X 1 1 X X 0 1 0 0 0 0 0 1 0 CASSIUS M CASH PRESIDENT & CEO 311919 0 50000 0 27692 0 0 0 15223 0 404834 0 0 0 MARION INGERSOLL CHIEF DEVELOPMENT OFFICER 234361 0 0 0 0 0 16405 0 11054 0 261820 0 0 0 KEVIN GAY CFO 231361 0 0 0 0 0 16405 0 9715 0 257481 0 0 0 KIMIKO MARTINEZ CHIEF MARKETING & COMMS 197175 0 0 0 0 0 14033 0 7927 0 219135 0 0 0 CAITLIN ALLARD PHILANTHROPY OFFICER 160062 0 0 0 0 0 11204 0 11016 0 182282 0 0 0 JEFF WHEELER HR DIRECTOR 154787 0 0 0 0 0 10543 0 14846 0 180176 0 0 0 ADONIA RIPPLE CHIEF OF YOSEMITE OPS 154957 0 0 0 0 0 10847 0 11016 0 176820 0 0 0 FRANK DEAN PRESIDENT/CEO (THRU 1/2025) 65814 0 60321 0 36794 0 11309 0 120 0 174358 0 0 0 LAURA GARLAND CONTROLLER 150080 0 9150 0 0 0 11146 0 620 0 170996 0 0 0 PART I, LINE 1A CASSIUS M. CASH RECEIVED A TAXABLE HOUSING ALLOWANCE DURING THE 2025 CALENDAR YEAR REPORTED IN COLUMN B(III). FRANK DEAN RECEIVED A TAXABLE TRANSPORTATION STIPEND DURING THE 2025 CALENDAR YEAR REPORTED IN COLUMN B(III) WHICH WAS DEPOSITED INTO A DISCRETIONARY SPENDING ACCOUNT. PART I, LINE 4B FRANK DEAN PARTICIPATED IN A 457(F) PLAN. THERE WERE NO TRANSACTIONS IN THE 2025 CALENDAR YEAR. PART I, LINE 7 FRANK DEAN, CASSIUS M. CASH, AND LAURA GARLAND RECEIVED A DISCRETIONARY MERIT BONUS WHICH WAS INCLUDED IN THEIR TAXABLE WAGES ON PART II, B(II). X 3 14550 FMV X 37 646040 PUBLICLY TRADED EXCHANGE 0 0 1 1 PART I, COLUMN (B): THIS NUMBER REPRESENTS THE NUMBER OF CONTRIBUTIONS MADE AND NOT THE NUMBER OF ITEMS CONTRIBUTED. PART I, LINE 32B: YOSEMITE CONSERVANCY USES A THIRD PARTY ORGANIZATION, CAR EASY.COM, TO SELL ANY AUTOMOBILES RECEIVED AS DONATIONS. FORM 990, PART VI, SECTION B, LINE 11B UPON AUDIT COMMITTEE APPROVAL, THE 990 WILL BE SIGNED BY THE CONSERVANCY'S PRESIDENT & CEO AND PROVIDED TO THE ENTIRE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C YOSEMITE CONSERVANCY HAS ALL NEW MEMBERS OF THE BOARD OF TRUSTEES SIGN THE CONFLICT OF INTEREST POLICY DURING THEIR ORIENTATION TO THE BOARD. ALL CURRENT MEMBERS OF THE BOARD OF TRUSTEES SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY DURING THE DECEMBER BOARD MEETING. ANY BOARD OF TRUSTEE MEMBER DISCLOSING A CONFLICT OF INTEREST WILL BE REVIEWED BY THE PRESIDENT AND BOARD CHAIR AND ACTED UPON APPROPRIATELY. WHEN ADDRESSING THE CONFLICT OF INTEREST, AN INTERESTED PERSON MAY MAKE A PRESENTATION TO THE BOARD OR COMMITTEE, BUT AFTER THE PRESENTATION, THEY SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS DETERMINES WHETHER THE TRANSACTION IS IN THE ORGANIZATION'S BEST INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF TRUSTEES MEETS ANNUALLY IN EXECUTIVE SESSION TO REVIEW AND SET THE ANNUAL SALARY AND BENEFITS OF THE PRESIDENT USING COMPARABLE DATA THAT IS UPDATED PERIODICALLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES IT GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF CHARITABLE GIFT ANNUITIES -2,599. CHANGE IN VALUE OF CRANE TRUST 545,367. YF REAL ESTATE HOLDINGS LLC 101 MONTGOMERY STREET STE 2450 SAN FRANCISCO CA 94104 943058041 REAL ESTATE HOLDING CA 121862 4798703 YOSEMITE FOUNDATION CHARITABLE GIFT ANNUITY (7) INVESTMENTS CA N/A T 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0