PENINSULA OPEN SPACE TRUST: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- PENINSULA OPEN SPACE TRUST (EIN 94-2392007)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-03-13
- IRS object ID
- 202340729349301714
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-03-13T17:02:10-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | 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 STE 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 | 2021-07-01 | 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 | 2023-03-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WALTER | PersonFirstNm |
| Person Last | MOORE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT R SMEAD | PreparerPersonNm |
| PTIN | P01208759 | PTIN |
| Phone | 4088556770 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | 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 | $68,032,258 | 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 | POST PROTECTS OPEN SPACE ON THE PENINSULA AND IN THE SOUTH BAY FOR THE BENEFIT OF ALL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 56 | TotalEmployeeCnt |
| Total Volunteers | 274 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $14,969,390 | PYContributionsGrantsAmt |
| CY Contributions Grants | $18,830,028 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $486,853 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $340,797 | CYProgramServiceRevenueAmt |
| PY Investment Income | $22,433,194 | PYInvestmentIncomeAmt |
| CY Investment Income | $10,907,924 | CYInvestmentIncomeAmt |
| PY Other Revenue | $843,515 | PYOtherRevenueAmt |
| CY Other Revenue | $128,199 | CYOtherRevenueAmt |
| PY Total Revenue | $38,732,952 | PYTotalRevenueAmt |
| CY Total Revenue | $30,206,948 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $7,150,362 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,702,643 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,879,440 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,590,718 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $300,641 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $314,476 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,251,763 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,982,022 | PYOtherExpensesAmt |
| CY Other Expenses | $7,699,981 | CYOtherExpensesAmt |
| PY Total Expenses | $23,312,465 | PYTotalExpensesAmt |
| CY Total Expenses | $19,307,818 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $15,420,487 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $10,899,130 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $340,634,418 | TotalAssetsBOYAmt |
| Total Assets EOY | $318,771,213 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $11,517,788 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,025,043 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $329,116,630 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $311,746,170 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PENINSULA OPEN SPACE TRUST (POST) PROTECTS OPEN SPACE ON THE PENINSULA AND IN THE SOUTH BAY FOR THE BENEFIT OF ALL. POST IS CREATING A NETWORK OF PROTECTED LANDS WHERE PEOPLE AND NATURE CONNECT AND THRIVE. THESE LANDS ARE PRESERVED FOREVER SO PRESENT AND FUTURE GENERATIONS... BENEFIT FROM THE CAREFUL BALANCE OF RURAL AND URBAN LANDSCAPES THAT MAKE OUR REGION EXTRAORDINARY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,745,678 | ExpenseAmt |
| Grant | $2,568,460 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | LAND ACQUISITION & TRANSFER:IN FISCAL YEAR 2022, POST COMPLETED AND ASSISTED A TOTAL OF 5 TRANSACTIONS THAT PROTECTED 167 ACRES WHILE ADVANCING SEVERAL OTHER LONGER-TERM ACQUISITIONS AND TRANSFERS.LAND TRANSACTIONS- SUPPORTED THE SANTA CLARA VALLEY OPEN SPACE AUTHORITY IN PROTECTING 80 ACRES THROUGH TWO TRANSACTIONS THAT EXPAND ABUTTING OPEN SPACE PRESERVES IN OR NEAR COYOTE VALLEY.- ACQUIRED TWO PROPERTIES TOTALING 85 ACRES IN THE MID COYOTE VALLEY AREA THAT SECURE WILDLIFE CONNECTIVITY ALONG THE FISHER CREEK... CORRIDOR AND ENABLE FUTURE FLOODPLAIN AND WETLAND RESTORATION.- AMENDED AND EXPANDED A CONSERVATION AND TRAIL EASEMENT ALONG AN IMPORTANT COASTAL FARM, ADDING TWO ACRES FOR FUTURE DEVELOPMENT OF THE CALIFORNIA COASTAL TRAIL. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,719,235 | ExpenseAmt |
| Grant | $129,183 | GrantAmt |
| Revenue | $324,030 | RevenueAmt |
| Desc | LAND MANAGEMENT:POST CURRENTLY HOLDS 20,199 ACRES IN FEE OWNERSHIP AND HOLDS CONSERVATION EASEMENTS AND DEED RESTRICTIONS ON 14,463 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, SUSTAINABLE FOREST MANAGEMENT AND RESTORATION WHERE APPROPRIATE, AND DEVELOPMENT OF COMPATIBLE RECREATIONAL OPPORTUNITIES. 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 LAND VOLUNTEERS CONTRIBUTED AN IMPRESSIVE 1,920 HOURS OF WORK TIME ON POST-PROTECTED LAND INCLUDING CONSERVATION EASEMENT MONITORING, PARTICIPATING IN HIGHWAY CLEAN-UPS, AND MAPPING AND TREATING INVASIVE PLANTS THAT DEGRADE NATURAL SYSTEMS. THESE ARE SOME OF THE MOST IMPACTFUL PROJECTS WE IMPLEMENTED IN ORDER TO CARE FOR THE LANDS WE PROTECT:FY22 PROJECTS - SAN VICENTE REDWOODS AND FILICE RANCH: - CONTINUED POST-FIRE CLEAN-UP AND RESTORATION FROM THE CZU FIRE - POST-FIRE ROAD MAINTENANCE INCLUDING REHABILITATION OF STREAM CROSSINGS; - PLANTED 20,000 REDWOOD SEEDLINGS IN THE UPPER BIG CREEK AND SAN VICENTE CREEK WORKING FOREST RESERVES; - BEGAN OPERATION OF 3 AIR CURTAIN BURNERS TO SAFELY CONSUME ACCUMULATED DEAD WOODY BIOMASS AND REDUCE RISKS FROM FUTURE WILDFIRES; - ARCHAEOLOGICAL AND BOTANICAL SURVEYS INCLUDING OF RARE FIRE-FOLLOWING PLANTS. - COMPLETED CONSTRUCTION OF 1.5 MILES OF SHADED FUEL BREAKS ON RIDGES IN THE DEADMAN RESTORATION RESERVE; - REMOVED LOWER MILL CREEK DAM IN THE SAN VICENTE CREEK WATERSHED TO RESTORE ACCESS TO OVER A MILE OF HABITAT FOR ANADROMOUS FISH.- INITIATED NEW AGRICULTURAL LEASES ON 3 FARMS IN SAN MATEO COUNTY ENCOMPASSING OVER 160 ACRES OF FORMERLY FALLOW COASTAL FARMLAND - COMPLETED THE COYOTE VALLEY ROAD ECOLOGY STUDY WITH PARTNERS PATHWAYS FOR WILDLIFE AND THE SANTA CLARA VALLEY HABITAT AGENCY. THIS STUDY WILL ASSESS WILDLIFE MOVEMENT BETWEEN PROTECTED AREAS IN NORTH COYOTE VALLEY AND PROVIDE RECOMMENDATIONS TO REDUCE WILDLIFE-VEHICLES COLLISIONS AND MAINTAIN OR ENHANCE HABITAT CONNECTIVITY.- WITH SAN MATEO COUNTY PARKS, COMPLETED 75% OF THE DESIGNS FOR NEW PARK AT TUNITAS CREEK BEACH AND ADVANCED THE PERMITTING PROCESS.- PARTNERED WITH SAN MATEO COUNTY PARKS RX PROGRAM TO PROVIDE EQUITABLE ACCESS TO NATURE THERAPY AT POST'S AUDREY EDNA CABIN. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,523,033 | ExpenseAmt |
| Grant | $5,000 | GrantAmt |
| Revenue | $16,767 | RevenueAmt |
| Desc | COMMUNITY OUTREACH AND EDUCATION:TO FURTHER OUR COMMUNITY GROWTH AND ENGAGEMENT EFFORTS, IN FISCAL YEAR 2022, THE ORGANIZATION CONTINUED OUR CONTENT MARKETING AND ENGAGEMENT PROGRAMS WHICH GROW OUR COMMUNITY AND ENGAGE PROSPECTIVE DONORS. BETWEEN NEW PIECES AND REVISIONS TO EXISTING CONTENT, WE DISTRIBUTED AT LEAST 50 INFORMATIONAL PIECES SUCH AS GUIDES (WHICH WERE UPDATED TO A NEW WEB FRIENDLY FORMAT), NUMEROUS BLOG POSTS, HUNDREDS OF SOCIAL MEDIA POSTS (BOTH PAID AND ORGANIC), 3 ANNUAL MAGAZINES AND NUMEROUS PRESS RELEASES. AS A RESULT, WE ATTRACTED OVER 38,000 NEW COMMUNITY MEMBERS TO OUR EMAIL LIST WHICH IS STEADY AT OVER 120,000 ACTIVE CONTACTS. (CONTINUED...)WE CONTINUED TO IMPLEMENT DIGITAL DONOR ACQUISITION CAMPAIGNS USING OUR CRM, SOCIAL MEDIA AND MARKETING AUTOMATION PLATFORMS TO RENEW EXISTING DONOR SUPPORT, CONVERT COMMUNITY MEMBERS INTO DONORS, AND DEEPEN ENGAGEMENT ACROSS OUR ENTIRE COMMUNITY. OUR AUGUST 2021 500 DONOR CHALLENGE CAMPAIGN GENERATED 981 DONORS AND OVER $115,000 IN REVENUE. SIMILARLY, OUR THREE YEAR-END DIGITAL CAMPAIGNS WHICH TOOK PLACE BETWEEN GIVING TUESDAY (THE FIRST TUESDAY AFTER THANKSGIVING) AND DECEMBER 31 GENERATED OVER $1,000,000 IN REVENUE AND OVER 3,400 ADDITIONAL DONORS. DONOR SUPPORT REMAINED VERY STRONG THROUGH THE FISCAL YEAR END, WITH POST ACHIEVING ANNUAL OPERATING FUND REVENUES AND DONOR COUNTS OF OVER $7.294 MILLION AND OVER 10,500 RESPECTIVELY. COMMUNITY MEMBERS AND DONORS CONTINUED TO STAY CONNECTED TO POST THROUGHOUT THE YEAR VIA OUR MONTHLY NEWSLETTERS AND OUTREACH EVENTS. WE PROVIDED A ROBUST SCHEDULE OF 62 EVENTS INCLUDING VIRTUAL, IN-PERSON EVENTS IN FORMATS BOTH LARGE AND SMALL. WITH THE LESSENING OF COVID WE WERE ABLE TO REINSTATE OUR AMBASSADOR-LED HIKES, DELIVERING 4-5 IN PERSON HIKES PER MONTH OPEN TO ALL MEMBERS OF THE COMMUNITY. WE ALSO EXECUTED OUR LARGEST IN PERSON EVENT EVER WITH DR. ROBIN WALL KIMMERER WHICH HAD (TOTAL VIRTUAL AND IN PERSON) 5,027 REGISTRANTS AND 4,200 ATTENDEES. IN TOTAL, OVER 14,000 PEOPLE REGISTERED FOR OUR EVENTS WITH 8,000+ PEOPLE ATTENDING, 52% OF WHOM WERE NEW TO OUR LIST. WE HAVE CONTINUED TO RUN OUR MULTI-FACETED DIGITAL AWARENESS CAMPAIGN CALLED THE FIND YOUR PLACE WHICH IS AIMED AT GROWING AWARENESS FOR POST AND GENERATING EMAIL LIST SIGN UPS AND GROWING ENGAGEMENT WITH BROADER, MORE DIVERSE AUDIENCES. EARLY IN THE YEAR WE WORKED WITH OUR MARKETING AGENCY TO BETTER DEFINE TOP, MIDDLE, AND BOTTOM OF FUNNEL STRATEGIES. THIS FINE TUNING CREATED MORE ENGAGING AD CONTENT WITH MORE FREQUENCY ACROSS PLATFORMS. WE SAW IMPROVED PERFORMANCE AND INTRODUCED SOME NEW THINGS AS WELL. FROM ITS INCEPTION THROUGH JUNE OF 2022, THE PROGRAM REACHED 2.4M PEOPLE WITH 13.9M IMPRESSIONS ON THE FACEBOOK PLATFORM. A CLICK THROUGH RATE OF .67% AND CONVERSION RATE OF 22.7% ARE BOTH ABOVE INDUSTRY BENCHMARKS. YOUTUBE ADS CONTRIBUTED AN ADDITIONAL 700,000 PEOPLE REACHED WITH 2.5M IMPRESSIONS, A CLICK THROUGH RATE OF 1.09% AND A CONVERSION RATE OF .2% AND GROWING. WE ALSO INTRODUCED INSTAGRAM INFLUENCERS THIS YEAR AS WELL AS BETTER AMPLIFICATION OF THE POST CREATED GUIDES ACROSS THE MIDDLE AND BOTTOM OF FUNNEL STRATEGIES.POST PRODUCED AND DELIVERED TWO ISSUES OF OUR LANDSCAPES MAGAZINE THIS YEAR AND ONE EDITION OF OUR ANNUAL IMPACT REPORT BOTH OF WHICH WERE DISTRIBUTED TO OVER 14,000 RECIPIENTS. ADDITIONALLY, POST WORKED ACROSS OUR NETWORK OF PARTNERS TO COORDINATE MEDIA PREPAREDNESS IN REACTION TO THE DRAFT ENVIRONMENTAL IMPACT REPORT ON JURISTAC A LARGE, CONTIGUOUS PROPERTY IN SOUTHERN SANTA CLARA COUNTY THAT IS BOTH VITAL TO OUR WILDLIFE LINKAGES WORK AS WELL AS A SITE OF IMMENSE CULTURAL SIGNIFICANCE FOR THE AMAH MUTSUN TRIBAL BAND. POST HAS LED THE COORDINATED MEDIA MESSAGE DEVELOPMENT AGAINST THE DEVELOPMENT OF A SAND AND GRAVEL MINE ON THIS PROPERTY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $12,987,946 | 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 |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| 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 | Yes (1) | 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 With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| 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 | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 71 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| 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 |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| 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 | MARK STEVENS | 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 (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ANDREW BOSWORTH | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SUZANNE SULLIVAN | ||||||||
| CHAIR & DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JOHN CHAMBERLAIN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KEN YEAGER | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DENNIS DEBROECK | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SEAN DEMPSEY | ||||||||
| DIRECTOR | 1.00 | 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 | |||
| JENNIFER LYNCH | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ALISA MACAVOY | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| RAJESH MASHRUWALA | ||||||||
| VICE CHAIR & DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MATT MILLER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SANJAY VASWANI | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EMERICK WOODS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRAD O'BRIEN | ||||||||
| SECRETARY | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| WALTER T MOORE | ||||||||
| PRESIDENT | 40.00 | $359,152 | $0 | $66,665 | Yes (X) | |||
| MARK STEVENS | ||||||||
| TREASURER & CFO/COO | 40.00 | $274,335 | $0 | $52,595 | Yes (X) | |||
| MARTHA TEDESCO | ||||||||
| CHIEF MARKETING OFFICER | 40.00 | $228,732 | $0 | $61,818 | Yes (X) | |||
| GORDON CLARK | ||||||||
| VP OF DEVELOPMENT | 40.00 | $220,522 | $0 | $40,597 | Yes (X) | |||
| NOELLE CHAMBERS | ||||||||
| VP OF CONSERVATION | 40.00 | $207,883 | $0 | $25,024 | Yes (X) | |||
| DIANE CORDOVA | ||||||||
| CHIEF TALENT OFFICER | 40.00 | $203,186 | $0 | $46,515 | Yes (X) | |||
| JUSTIN ELIOT | ||||||||
| DIRECTOR OF FINANCE | 40.00 | $192,257 | $0 | $13,515 | Yes (X) | |||
| JEANINE CRIDER | ||||||||
| DIRECTOR OF PLANNED GIVING | 40.00 | $160,651 | $0 | $30,265 | Yes (X) | |||
| PATRICK MARSHALL | ||||||||
| GENERAL COUNSEL | 40.00 | $169,719 | $0 | $29,313 | Yes (X) | |||
| DANIEL OLSTEIN | ||||||||
| DIRECTOR OF LAND STEWARDSHIP | 40.00 | $153,249 | $0 | $28,734 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,169,686 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $395,041 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | 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 |
|---|---|---|---|---|---|
| RALLY | |||||
| 6565 SUNSET BLVD SUITE 400 | SAN FRANCISCO | CA | 94102 | ADVERTISING | $425,732 |
| HAMEY WOODS | |||||
| 267 SUNLIT LANE | SANTA CRUZ | CA | 95060 | PROPERTY MAINTENANCE | $282,957 |
| GO NATIVE NURSERY | |||||
| PO BOX 370103 | MONTARA | CA | 94037 | PROPERTY MAINTENANCE | $251,604 |
| RANDAZZO ENTERPRISES INC | |||||
| 13550 BLACKIE RD | CASTROVILLE | CA | 95012 | PROPERTY MAINTENANCE | $236,045 |
| SHUTE MIHALY & WEINBERGER LLP | |||||
| 396 HAYES ST | SAN FRANCISCO | CA | 94102 | LEGAL SERVICES | $234,134 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $467,568 | GovernmentGrantsAmt |
| All Other Contributions | $18,362,460 | AllOtherContributionsAmt |
| Noncash Contributions | $1,335,073 | NoncashContributionsAmt |
| Total Contributions | $18,830,028 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RENTAL INCOME | 900002 | $324,030 | $324,030 |
| LECTURE SERIES INCOME | 611600 | $16,767 | $16,767 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $340,797 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,285,926 | TotalRevenueColumnAmt |
| Exclusion | $5,285,926 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $43,447,308 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $37,825,310 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,621,998 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,621,998 | TotalRevenueColumnAmt |
| Exclusion | $5,621,998 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $128,199 | TotalRevenueColumnAmt |
| Exclusion | $128,199 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $128,199 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,206,948 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $340,797 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11,036,123 | 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 | $2,702,643 | TotalAmt |
| Program Services | $2,702,643 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,696,657 | TotalAmt |
| Program Services | $667,506 | ProgramServicesAmt |
| Management And General | $548,701 | ManagementAndGeneralAmt |
| Fundraising | $480,450 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,537,759 | TotalAmt |
| Program Services | $2,935,361 | ProgramServicesAmt |
| Management And General | $1,228,887 | ManagementAndGeneralAmt |
| Fundraising | $1,373,511 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $363,440 | TotalAmt |
| Program Services | $185,050 | ProgramServicesAmt |
| Management And General | $90,133 | ManagementAndGeneralAmt |
| Fundraising | $88,257 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $609,072 | TotalAmt |
| Program Services | $322,847 | ProgramServicesAmt |
| Management And General | $135,159 | ManagementAndGeneralAmt |
| Fundraising | $151,066 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $383,790 | TotalAmt |
| Program Services | $203,493 | ProgramServicesAmt |
| Management And General | $85,403 | ManagementAndGeneralAmt |
| Fundraising | $94,894 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $501,597 | TotalAmt |
| Program Services | $475,191 | ProgramServicesAmt |
| Management And General | $26,406 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,565 | TotalAmt |
| Management And General | $39,565 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,500 | TotalAmt |
| Program Services | $31,500 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $314,476 | TotalAmt |
| Fundraising | $314,476 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $338,129 | TotalAmt |
| Management And General | $338,129 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,044,346 | TotalAmt |
| Program Services | $1,623,254 | ProgramServicesAmt |
| Management And General | $319,287 | ManagementAndGeneralAmt |
| Fundraising | $101,805 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $628,094 | TotalAmt |
| Program Services | $612,864 | ProgramServicesAmt |
| Management And General | $4,692 | ManagementAndGeneralAmt |
| Fundraising | $10,538 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $273,601 | TotalAmt |
| Program Services | $115,359 | ProgramServicesAmt |
| Management And General | $34,284 | ManagementAndGeneralAmt |
| Fundraising | $123,958 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $480,493 | TotalAmt |
| Program Services | $255,080 | ProgramServicesAmt |
| Management And General | $66,161 | ManagementAndGeneralAmt |
| Fundraising | $159,252 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,877 | TotalAmt |
| Program Services | $10,307 | ProgramServicesAmt |
| Management And General | $5,952 | ManagementAndGeneralAmt |
| Fundraising | $3,618 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,694 | TotalAmt |
| Program Services | $76,195 | ProgramServicesAmt |
| Management And General | $26,032 | ManagementAndGeneralAmt |
| Fundraising | $23,467 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,811 | TotalAmt |
| Program Services | $13,811 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $258,510 | TotalAmt |
| Program Services | $139,215 | ProgramServicesAmt |
| Management And General | $53,563 | ManagementAndGeneralAmt |
| Fundraising | $65,732 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,927 | TotalAmt |
| Program Services | $99,699 | ProgramServicesAmt |
| Management And General | $54,228 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| LAND MAINTENANCE | $1,331,835 | $1,327,537 | $1,930 | $2,368 |
| LAND/EASEMENT TRANSACTI | $600,000 | $600,000 | ||
| PROPERTY TAXES | $288,315 | $287,109 | $1,206 | |
| EVENTS/DONOR RECOG. | $273,886 | $71,325 | $1,897 | $200,664 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $296,801 | TotalAmt |
| Program Services | $232,600 | ProgramServicesAmt |
| Management And General | $6,494 | ManagementAndGeneralAmt |
| Fundraising | $57,707 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,307,818 | TotalAmt |
| Program Services | $12,987,946 | ProgramServicesAmt |
| Management And General | $3,068,109 | ManagementAndGeneralAmt |
| Fundraising | $3,251,763 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,398,271 | BOYAmt |
| EOY | $1,611,641 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,617,854 | BOYAmt |
| EOY | $3,546,750 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $755,535 | BOYAmt |
| EOY | $610,595 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,076,749 | BOYAmt |
| EOY | $24,020,108 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $264,966 | BOYAmt |
| EOY | $358,604 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $8,843,636 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,942,039 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,133,029 | BOYAmt |
| EOY | $6,901,597 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $169,343,685 | BOYAmt |
| EOY | $143,353,020 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,114,641 | BOYAmt |
| EOY | $6,832,096 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,929,688 | BOYAmt |
| EOY | $131,536,802 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $340,634,418 | BOYAmt |
| EOY | $318,771,213 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,881,553 | BOYAmt |
| EOY | $1,584,354 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,015,136 | BOYAmt |
| EOY | $451,889 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,621,099 | BOYAmt |
| EOY | $4,988,800 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,517,788 | BOYAmt |
| EOY | $7,025,043 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $318,092,687 | BOYAmt |
| EOY | $298,199,847 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,023,943 | BOYAmt |
| EOY | $13,546,323 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $329,116,630 | BOYAmt |
| EOY | $311,746,170 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $340,634,418 | BOYAmt |
| EOY | $318,771,213 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $10,899,130 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$28,269,590 | NetUnrlzdGainsLossesInvstAmt |
| 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 | $18,040,772 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,080,133 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,740,757 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,969,389 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,830,028 | CurrentTaxYearAmt |
| Total | $97,661,079 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,040,772 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,080,133 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,740,757 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,969,389 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,830,028 | CurrentTaxYearAmt |
| Total | $97,661,079 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $10,257,876 | SubstantialContributorsTotAmt |
| Public Support Total170 | $87,403,203 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,707,962 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,629,178 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,240,347 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,736,409 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,626,723 | CurrentTaxYearAmt |
| Total | $23,940,619 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $121,601,698 | TotalSupportAmt |
| Public Support CY170 | 0.71880 | PublicSupportCY170Pct |
| Public Support PY170 | 0.72580 | 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 | $31,500 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $31,500 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $19,276,321 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $19,307,821 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | 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 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $73,450 | CurrentYearMinus3Amt |
| Current Year Minus2 | $49,902 | CurrentYearMinus2Amt |
| Current Year Minus1 | $397,322 | CurrentYearMinus1Amt |
| Current Year | $31,500 | CurrentYearAmt |
| Total | $552,174 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE C, PART II-A: | FormAndLineReferenceDesc |
| Explanation | POST FUNDED AND PROVIDED STAFF SUPPORT FOR A BALLOT MEASURE PROVIDING FOR CONSERVATION FUNDING IN SANTA CLARA COUNTY. | 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 | 38 | TotalEasementsCnt |
| Total Acreage | 14382.00 | TotalAcreageCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 500.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $193,670 | ExpensesIncurredEnforcementAmt |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $937,943 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$102,092 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $25,554 | OtherExpendituresAmt |
| End Year Balance | $810,297 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $768,258 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $207,183 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $37,498 | OtherExpendituresAmt |
| End Year Balance | $937,943 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $767,495 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $31,201 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $30,438 | OtherExpendituresAmt |
| End Year Balance | $768,258 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $758,252 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $33,030 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $23,787 | OtherExpendituresAmt |
| End Year Balance | $767,495 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $717,950 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $61,902 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $21,600 | OtherExpendituresAmt |
| End Year Balance | $758,252 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.68000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.32000 | 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 | $5,470,900 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,540,661 | DepreciationAmt |
| Book Value | $3,930,239 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,020,837 | OtherCostOrOtherBasisAmt |
| Depreciation | $401,378 | DepreciationAmt |
| Book Value | $619,459 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,901,597 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| OTHER RECEIVABLE | $78,683 |
| ASSET OBLIGATION | $1,329,014 |
| LAND HELD FOR CONSERVATION | $130,129,105 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $131,536,802 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| LIABILITY UNDER CRUT | $2,756,640 |
| ASSET RETIREMENT OBLIGATIONS | $1,760,969 |
| STEWARDSHIP LIABILITIES | $471,191 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,988,800 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,599,229 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$28,269,590 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$28,269,590 | RevenueNotReportedAmt |
| Revenue Subtotal | $29,868,819 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $338,129 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $338,129 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $30,206,948 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $18,969,689 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $18,969,689 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $338,129 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $338,129 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $19,307,818 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 AND MAINTAINS CONSERVATION DEFENSE INSURANCE THROUGH TERRAFIRMA RRG LLC. CONSERVATION EASEMENT DOCUMENTS 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. ANNUAL STEWARDSHIP INCLUDES MOWING, REMOVAL AND MONITORING OF PAMPAS GRASS, REPAIR OR REPLACEMENT OF ITEMS SUCH AS THE BENCH, TELESCOPE AND SIGNAGE, AS WELL AS 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, 2022 MANAGEMENT DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| NEXT GENERATION FUNDRAISING INC | ||||||||
| 1235 WESTLAKES DR STE 130 | BERWYN | PA | 19312 | PROFESSIONAL FUNDRAISING | 0 | $1,877,326 | $219,676 | $1,657,650 |
| FRESH EYES DIGITAL | ||||||||
| 2821 N SPAULDING AVE | CHICAGO | IL | 60618 | PROFESSIONAL FUNDRAISING | 0 | $1,211,544 | $84,000 | $1,127,544 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $3,088,870 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $303,676 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $2,785,194 | TotalNetToOrganizationAmt |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VI | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | FormAndLineReferenceDesc |
| Explanation | POST USES THE SERVICES OF "NEXT GENERATION FUNDRAISING, INC. AND "FRESH EYES DIGITAL" FOR STRATEGIC CONSULTING ON CAMPAIGNS. THE WORK PERFORMED MAY INCLUDE PLANNING AND EVALUATION OF CAMPAIGNS, AUDIENCE RECOMMENDATIONS, CONTENT AND DESIGN DEVELOPMENT, AND CAMPAIGN COORDINATION AND EXECUTION | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| PUENTE DE LA COSTA SUR | ||||||||
| PO BOX 554 | PESCADERO | CA | 94060 | 371484262 | 501C3 | $5,000 | $0 | GENERAL OPERATING SUPPORT |
| LA HONDA-PESCADERO UNIFIED SCHOOL DISTRICT | ||||||||
| PO BOX 189 | PESCADERO | CA | 94060 | GOVERNMENT | $52,100 | $0 | ANNUAL PAYMENT IN LIEU OF TAXES TO LHPUSD | |
| SAN MATEO RESOURCE CONSERVATION DISTRICT | ||||||||
| 80 STONE PINE SUITE 100 | HALF MOON BAY | CA | 94019 | 941553749 | 501C3 | $81,750 | $0 | SUPPORT FOR THE SANTA CLARA COUNTY VEGETATION MAPPING PROJECT |
| GREEN FOOTHILLS | ||||||||
| 3921 E BAYSHORE ROAD | PALO ALTO | CA | 94303 | 946121854 | 501C3 | $205,750 | $0 | GENERAL OPERATING SUPPORT, INCLUDING WORK IN AND AROUND SANTA CLARA COUNTY |
| SANTA CLARA VALLEY OPEN SPACE AUTHORITY | ||||||||
| 33 LAS COLINAS LANE | SAN JOSE | CA | 95119 | GOVERNMENT | $977,500 | $0 | SUPPORT FOR THE SOBRATTO PROPERTY ACQUISTION AND WORK IN COYOTE VALLEY | |
| AMAH MUTSUN LAND TRUST | ||||||||
| 419 S SAN ANTONIO ROAD SUITE 211 | LOS ALTOS | CA | 94022 | 320447436 | 501C3 | $85,243 | $0 | NATIVE LAND STEWARDSHIP RESEARCH AND GENERAL OPERATING SUPPORT |
| MUWEKMA OHLONE TRIBE INC | ||||||||
| 20885 REDWOOD ROAD SUITE 232 | CASTRO VALLEY | CA | 94546 | 822448663 | 501C3 | $22,500 | $0 | CULTURAL REVITALIZATION PROJECT |
| LA HONDA EDUCATIONAL FOUNDATION | ||||||||
| PO BOX 225 | LA HONDA | CA | 94020 | 943138629 | 501C3 | $6,000 | $0 | SUPPORT FOR ANNUAL HARVEST DINNER |
| CALIFORNIA COUNCIL OF LAND TRUSTS | ||||||||
| 1029 J STREET SUITE 120 | SACRAMENTO | CA | 95814 | 010826246 | 501C3 | $18,675 | $0 | GENERAL OPERATIONS |
| TOGETHER BAY AREA | ||||||||
| 2150 ALLSTON WAY SUITE 320 | BERKELEY | CA | 94704 | 461573954 | 501C3 | $7,500 | $0 | GENERAL SUPPORT |
| CHOPSTICKS ALLEY ART INC | ||||||||
| 88 S 3RD ST 183 | SAN JOSE | CA | 95113 | 823528747 | 501C3 | $5,000 | $0 | SPONSORSHIP OF HEALING GUIDE: ART, NATURE & MEDITATION |
| LAND TRUST ALLIANCE | ||||||||
| 1250 H STREET NW SUITE 600 | WASHINGTON | DC | 20005 | 042751357 | 501C3 | $5,000 | $0 | SUPPORT FOR RALLY SCHOLARSHIP FUND |
| MULTIPLIER | ||||||||
| 548 MARKET STREET | SAN FRANCISCO | CA | 94104 | 912166435 | 501C3 | $5,000 | $0 | SUPPORT FOR KITCHEN TABLE ADVISORS |
| PIE RANCH | ||||||||
| PO BOX 363 | PESCADERO | CA | 94060 | 261631976 | 501C3 | $5,000 | $0 | GENERAL OPERATIONS AND SUPPORT FOR THE WHOLE PIE EVENT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 14 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | POST MONITORS THE USE OF GRANTS AND OTHER ASSISTANCE 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) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| 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 (10 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 | $339,188 | $0 | $0 | $0 | $19,964 | $0 | $22,023 | $0 | $44,642 | $0 | $425,817 | $0 | $0 | $0 |
| MARK STEVENS | ||||||||||||||
| TREASURER & CFO/COO | $268,199 | $0 | $5,423 | $0 | $713 | $0 | $19,919 | $0 | $32,676 | $0 | $326,930 | $0 | $0 | $0 |
| MARTHA TEDESCO | ||||||||||||||
| CHIEF MARKETING OFFICER | $223,283 | $0 | $4,736 | $0 | $713 | $0 | $17,293 | $0 | $44,525 | $0 | $290,550 | $0 | $0 | $0 |
| GORDON CLARK | ||||||||||||||
| VP OF DEVELOPMENT | $200,914 | $0 | $0 | $0 | $19,608 | $0 | $14,853 | $0 | $25,744 | $0 | $261,119 | $0 | $0 | $0 |
| DIANE CORDOVA | ||||||||||||||
| CHIEF TALENT OFFICER | $182,973 | $0 | $0 | $0 | $20,213 | $0 | $13,812 | $0 | $32,703 | $0 | $249,701 | $0 | $0 | $0 |
| NOELLE CHAMBERS | ||||||||||||||
| VP OF CONSERVATION | $207,775 | $0 | $0 | $0 | $108 | $0 | $14,783 | $0 | $10,241 | $0 | $232,907 | $0 | $0 | $0 |
| JUSTIN ELIOT | ||||||||||||||
| DIRECTOR OF FINANCE | $188,381 | $0 | $3,714 | $0 | $162 | $0 | $13,515 | $0 | $0 | $0 | $205,772 | $0 | $0 | $0 |
| PATRICK MARSHALL | ||||||||||||||
| GENERAL COUNSEL | $168,347 | $0 | $0 | $0 | $1,372 | $0 | $11,900 | $0 | $17,413 | $0 | $199,032 | $0 | $0 | $0 |
| JEANINE CRIDER | ||||||||||||||
| DIRECTOR OF PLANNED GIVING | $157,209 | $0 | $3,334 | $0 | $108 | $0 | $10,972 | $0 | $19,293 | $0 | $190,916 | $0 | $0 | $0 |
| DANIEL OLSTEIN | ||||||||||||||
| DIRECTOR OF LAND STEWARDSHIP | $149,971 | $0 | $3,116 | $0 | $162 | $0 | $11,072 | $0 | $17,662 | $0 | $181,983 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | POST HAS A WELLNESS REIMBURSEMENT PROGRAM WHICH PROVIDES REIMBURSEMENT OF GYM MEMBERSHIPS. THESE REIMBURSEMENTS ARE TREATED AS TAXABLE INCOME. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 66 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,335,073 | 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 | 0 | ContributionCnt |
| Method Of Determining Revenues | APPRAISAL | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | POST DIRECTS OUR INVESTMENT ADVISORS, SAND HILL GLOBAL ADVISORS, TO SELL ALL NONCASH CONTRIBUTIONS OF STOCKS OR SECURITIES UPON RECEIPT. ALL MARKETABLE SECURITIES WILL BE SOLD UPON RECEIPT UNLESS OTHERWISE DIRECTED BY POST'S FINANCIAL ADVISORS OR THE INVESTMENT COMMITTEE OF POST'S BOARD OF DIRECTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | WHEN JOINING THE ORGANIZATION, AND ON AN ANNUAL BASIS, BOARD MEMBERS, MEMBERS OF THE INVESTMENT AND AUDIT COMMITTEES, 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 | THE BUDGET & COMPENSATION COMMITTEE SETS THE SALARY OF THE PRESIDENT AND REVIEWS AND APPROVE THE SALARIES OF THE EXECUTIVE TEAM MEMBERS. THE BUDGET & COMP COMMITTEE ALSO REVIEWS AND ESTABLISHES THE COMPENSATION PHILOSOPHY, COMPETITIVE POSITIONING, AND SALARY STRUCTURE FOR THE REST OF THE STAFF AND APPROVES ALL CHANGES TO BENEFITS POLICIES. THE BUDGET AND BUDGET & COMPENSATION COMMITTEE IS CHARGED WITH RECOMMENDING TO THE BOARD OF DIRECTORS A COMPENSATION PACKAGE, INCLUDING BASE SALARY, BENEFITS, AND RETIREMENT CONTRIBUTIONS, FOR THE PRESIDENTAND CFO. WHEN CONSIDERING THE COMPENSATION PACKAGE, THE COMMITTEE REVIEWS COMPENSATION OF EXECUTIVES OF COMPARABLE NON-PROFIT ORGANIZATIONS LOCALLY AND THROUGHOUT THE UNITED STATES AS WELL AS MARKET DATA FROM OUR COMPENSATION CONSULTANTS AND VARIOUS COMPENSATION SURVEYS. THE BOARD OF DIRECTORS APPROVES THE RECOMMENDED COMPENSATION PACKAGE ON AN ANNUAL BASIS BEFORE THE START OF THE FISCAL YEAR OR BEFORE THE EFFECTIVE DATE OF ANY CHANGE IN COMPENSATION. |
| 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 1,623,254. MANAGEMENT AND GENERAL EXPENSES 319,287. FUNDRAISING EXPENSES 101,805. TOTAL EXPENSES 2,044,346. |
| PART XII, LINE 2C | THE ORGANIZATION MAINTAINS AN AUDIT COMMITTEE WHOSE DUTIES AND RESPONSIBILITIES INCLUDE RECOMMENDING TO THE BOARD OF DIRECTORS THE RETENTION AND TERMINATION OF AN INDEPENDENT AUDITOR AND DETERMINING WHETHER TO ACCEPT THE AUDITOR'S ANNUAL AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS. NO CHANGE TO THE PROCESS OCCURRED FOR THE FYE 6/30/2022. |
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 | Yes (1) | 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 | $78,683 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |