2023-06-09T13:30:52-05:00 2022-12-31 946214841 ARMANINO LLP 12657 ALCOSTA BLVD STE 500 SAN RAMON CA 945834600 990 2022-01-01 943058041 YOSEMITE FOUNDATION YOSE 4154341782 101 MONTGOMERY STREET 2450 SAN FRANCISCO CA 94104 FRANK DEAN PRESIDENT & CEO 4154341782 2023-06-05 1 FRANK DEAN 999009999 1 KATY BROWN P00650274 9257902600 2023-06-05 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z YOSEMITE CONSERVANCY FRANK DEAN 101 MONTGOMERY STREET 2450 SAN FRANCISCO CA 94104 33811126 0 X WWW.YOSEMITE.ORG X 1988 CA PRESERVATION AND RESTORATION OF YOSEMITE NATIONAL PARK 19 18 87 185 0 0 16119064 21005224 907123 1393029 1308071 199771 796421 1342052 19130679 23940076 6514281 6100052 0 0 4776355 5597717 196950 229250 3296222 4595045 5670527 16082631 17597546 3048048 6342530 37489073 41019518 5624313 5168331 31864760 35851187 X YOSEMITE CONSERVANCY INSPIRES PEOPLE TO SUPPORT PROJECTS AND PROGRAMS THAT PRESERVE YOSEMITE AND ENRICH THE VISITOR EXPERIENCE. 0 0 8031449 6100052 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, CULTURAL AND HISTORIC PRESERVATION, WILDLIFE MANAGEMENT, SCIENTIFIC RESEARCH, VISITOR SERVICES, AND MORE. TO DATE THE CONSERVANCY HAS PROVIDED $152 MILLION IN GRANTS FOR MORE THAN 800 COMPLETED PROJECTS TO PRESERVE YOSEMITE AND ENRICH THE VISITOR EXPERIENCE FOR ALL. THROUGH THE GENEROUS DONATIONS OF INDIVIDUALS, CORPORATIONS AND FOUNDATIONS, THE CONSERVANCY PROVIDED OVER $14 MILLION IN CASH AND NON-CASH SUPPORT TO YOSEMITE IN 2022. 3176721 1393029 PARK PROGRAMS-THE CONSERVANCY SUPPORTS THE PRESERVATION AND EDUCATION RELATED ROLES OF THE NATIONAL PARK SERVICE MISSION THROUGH A DIVERSE 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 CULTURAL HISTORY, PHOTOGRAPHY, AND THE ARTS. THE CONSERVANCY ALSO CONDUCTS EDUCATIONAL FIELD PROGRAMS ON A CUSTOM BASIS AND BY CONTRACT WITH TRAVEL PROVIDERS. (SEE SCHEDULE O)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, 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. 1418946 1379823 RETAIL AND PUBLISHING-THIS PROGRAM COMPRISES SALES CONDUCTED AT VISITOR CENTER BOOKSTORES, INFORMATION CENTERS AND WILDERNESS CENTERS, THROUGH AN ONLINE STORE, AND TO WHOLESALE VENDORS. 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. 12627116 1 1 0 0 0 0 0 0 0 1 1 0 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 1 160 0 1 87 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 18 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X KEVIN GAY 4154341782 101 MONTGOMERY STREET SUITE 2450 SAN FRANCISCO CA 94104 MATT ADAMS CHAIRMAN 2.00 X X 0 0 0 DANA DORNSIFE VICE CHAIR 2.00 X X 0 0 0 STEVE CIESINSKI SECRETARY/TREASURER 2.00 X X 0 0 0 JAN AVENT BOARD MEMBER 1.00 X 0 0 0 DIANE CIESINSKI BOARD MEMBER 1.00 X 0 0 0 DAVE DORNSIFE BOARD MEMBER 1.00 X 0 0 0 JEWELL ENGSTROM BOARD MEMBER 2.00 X 0 0 0 ROBYN MILLER BOARD MEMBER 1.00 X 0 0 0 JUAN SANCHEZ MUNOZ BOARD MEMBER 1.00 X 0 0 0 RYAN MYERS BOARD MEMBER 1.00 X 0 0 0 PHILLIP L PILLSBURY JR BOARD MEMBER 1.00 X 0 0 0 LAWSON RANKIN BOARD MEMBER 1.00 X 0 0 0 ROD REMPT BOARD MEMBER 1.00 X 0 0 0 ALAIN RODRIGUEZ BOARD MEMBER 1.00 X 0 0 0 DAVE ROSSETTI BOARD MEMBER 1.00 X 0 0 0 GREG STANGER BOARD MEMBER 1.00 X 0 0 0 ANN SUNDBY BOARD MEMBER 1.00 X 0 0 0 SCOTT WITTER BOARD MEMBER 1.00 X 0 0 0 FRANK DEAN PRESIDENT & CEO 40.00 X X 313628 0 241043 GERALD EDELBROCK VICE PRESIDENT & COO 40.00 X 218463 0 17780 KEVIN GAY CFO 40.00 X 196254 0 23933 MARION INGERSOLL CHIEF DEVELOPMENT OFFICER 40.00 X 192724 0 23278 KIMIKO MARTINEZ CHIEF MARKETING & COMMUNICATIONS OFFICER 40.00 X 169852 0 19155 CAITLIN ALLARD PHILANTHROPY OFFICER 40.00 X 139551 0 21857 ADONIA RIPPLE DIR. OF YOSEMITE OPERATION 40.00 X 127888 0 21040 JULIA HEJL PHILANTHROPY OFFICER 40.00 X 127100 0 18968 ISABELLE LUEBBERS SENIOR ANNUAL GIVING DIRECTOR 40.00 X 127447 0 9054 1612907 0 396108 11 0 1 0 LESLIE STONE ASSOCIATES 8 DAVID COURT SAN RAFAEL CA 94901 YNP EXHIBITS 779550 TREELINE CONSTRUCTION INC 1370 TRANCAS ST 141 NAPA CA 94558 PROJECT WORK IN YNP 414397 WALT BANNON DRILLING INC 40487 HWY 41 OAKHURST CA 93644 YOSEMITE WEST WORK 318518 SIEGEL & STRAIN ARCHITECTS 6201 DOYLE STREET SUITE B EMERYVILLE CA 94608 PROJECT WORK IN YNP 210762 XANTRION 651 THOMAS L BERKLEY WAY OAKLAND CA 94612 IT SERVICES 202558 14 21005224 678639 21005224 PROGRAM FEES 713990 1393029 1393029 1393029 419018 419018 67330 152181 -84851 -84851 -84851 7593922 7813169 -219247 -219247 -219247 3285523 1905700 1379823 1379823 DONOR EVENTS 900099 41280 41280 MISCELLANEOUS REVENUE 900099 5800 5800 47080 23940076 2772852 0 162000 6100052 6100052 1006244 229161 440798 336285 3452266 2862977 372883 216406 169512 142385 18000 9127 493621 398542 58229 36850 476074 275517 84328 116229 138353 20075 118278 60333 60333 229250 229250 91824 91824 814482 427950 167357 219175 869845 869575 270 529409 346189 77392 105828 220761 163746 20444 36571 41657 36733 2477 2447 162634 89913 58094 14627 181619 68921 107049 5649 40649 25322 11049 4278 50743 39724 2928 8091 PRINTING & POSTAGE 1924226 187708 10427 1726091 BANK & MERCHANT FEES 207309 99324 17871 90114 MEDIA & PUBLICATION PRO 190344 190344 0 0 TAXES AND LICENSES 53410 7868 33700 11842 92929 65165 18680 9084 17597546 12627116 1674208 3296222 X 2663830 1213504 12589 1437737 11770076 12419331 2662646 27251 485114 4298510 608966 76018 542917 657629 274519 701308 5305976 560274 4174704 4745702 16522256 17179002 165008 129905 282867 784862 37489073 41019518 977410 1177496 4630434 3196176 16469 794659 5624313 5168331 X 22201932 28543586 9662828 7307601 31864760 35851187 37489073 41019518 6342530 -2356103 0 X 0 1 X 1 0 X 19972935 15709148 17594721 16119064 21005224 90401092 19972935 15709148 17594721 16119064 21005224 90401092 4879051 85522041 275407 545306 301536 271239 486348 1879836 147920 301802 9571 7816 47080 514189 92795117 17794281 0.92160 0.94180 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: DONOR EVENTS - 2018 AMOUNT: $ 147,920. 2019 AMOUNT: $ 155,886. 2020 AMOUNT: $ 7,531. 2021 AMOUNT: $ 6,175. 2022 AMOUNT: $ 41,280. OTHER INCOME - 2020 AMOUNT: $ 2,040. 2021 AMOUNT: $ 1,491. 2022 AMOUNT: $ 5,800. INSURANCE PROCEEDS - 2019 AMOUNT: $ 145,916. 2021 AMOUNT: $ 150. 2022 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5851632 83 -966668 232955 4652092 5372256 649859 170483 5851632 1545093 2675729 1229804 78370 5372256 1230781 5850 362562 54100 1545093 1411415 -128834 51800 1230781 0.79430 0.20570 0 0 3431314 3431314 1350604 175288 1175316 67872 46168 21704 349676 338818 10858 106510 106510 4745702 OPERATING LEASE LIABILITY 794659 794659 X 21770034 -2356103 125704 -2230399 24000433 91824 -152181 -60357 23940076 17783607 125704 152181 277885 17505722 91824 91824 17597546 PART V, LINE 4: THE LESHER FUND SUPPORTS SEARCH AND RESCUE. THE KORNEI FUND SUPPORTS TRAIL REPAIR AND WILDERNESS RESTORATION. THE CRANE FUND CAN BE USED AT THE DISCRETION OF THE CONSERVANCY TO SUPPORT PROJECTS OR OPERATIONS. THE CONSERVANCY HAS A POLICY OF APPROPRIATING FOR DISTRIBUTION EACH YEAR AN AMOUNT OF NO MORE THAN 4% OF ITS ENDOWMENT FUND'S AVERAGE FAIR VALUE OVER THE PRIOR 12 QUARTERS THROUGH THE CALENDAR YEAR-END. THE CRANE ENDOWMENT APPROPRIATION FOR DISTRIBUTION IS DETERMINED BY THE ENDOWMENT'S TRUSTEE AND AVERAGES 3% OF ITS ENDOWMENT FUND'S YEAR-END 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, 2022 AND 2021. 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 4B - OTHER ADJUSTMENTS: RENTAL EXPENSE -152,181. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE 152,181. X X X X X X 1 RENEE M SIMI 318 PRUNE TREE DRIVE HEALDSBURG CA 95448 DIRECT MAIL 0 4376998 201000 4175998 NEWPORT ONE INC 21 RAILROAD AVENUE DUXBURY MA 02332 DIRECT MAIL 0 0 168900 -168900 4376998 369900 4007098 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 1 YOSEMITE NATIONAL PARK 9039 VILLAGE DRIVE YOSEMITE CA 95389 NATIONAL PARK SVC 6100052 0 SEE PART IVGRANTS ARE GIVEN TO YOSEMITE NATIONAL PARK FOR PROJECTS THAT PRESERVE THE PARK AND ENHANCE VISITOR EXPERIENCE. 1 0 PART I, LINE 2: THE VICE PRESIDENT 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. QUARTERLY MEETINGS ARE CONDUCTED TO DISCUSS DISBURSEMENT REQUESTS AND OR APPROPRIATE GRANT ADJUSTMENTS FOR PARK PROJECTS. X 1 1 X X X X 0 1 0 0 0 0 0 0 0 FRANK DEAN PRESIDENT & CEO 115278 0 0 0 198350 0 228955 0 12088 0 554671 0 165490 0 GERALD EDELBROCK VICE PRESIDENT & COO 218103 0 0 0 360 0 15292 0 2488 0 236243 0 0 0 KEVIN GAY CFO 195894 0 0 0 360 0 13906 0 10027 0 220187 0 0 0 MARION INGERSOLL CHIEF DEVELOPMENT OFFICER 192364 0 0 0 360 0 13491 0 9787 0 216002 0 0 0 KIMIKO MARTINEZ CHIEF MARKETING & COMMUNICATIONS OFF 169492 0 0 0 360 0 6997 0 12158 0 189007 0 0 0 CAITLIN ALLARD PHILANTHROPY OFFICER 137391 0 0 0 2160 0 9769 0 12088 0 161408 0 0 0 PART I, LINE 1A THE PRESIDENT/CEO, FRANK DEAN, RECEIVED A TAXABLE HOUSING STIPEND OF $12,000 DURING 2022 REPORTED IN COLUMN B(III). PART I, LINE 4B FRANK DEAN, PRESIDENT & CEO, PARTICIPATED IN THE ORGANIZATION'S NONQUALIFIED DEFERRED COMPENSATION PROGRAMS. YOSEMITE CONSERVANCY CONTRIBUTED A NON-VESTED CONTRIBUTION OF $220,859 TO HIS 457(F) PLAN WHICH WAS INCLUDED IN NONTAXABLE WAGES. X 6729 FMV X 20 671910 FMV 0 0 1 1 PART I, COLUMN (B): THIS NUMBER REPRESENTS THE NUMBER OF CONTRIBUTORS, NOT THE NUMBER OF ITEMS CONTRIBUTED. PART I, LINE 32B: YOSEMITE CONSERVANCY USES A THIRD PARTY ORGANIZATION TO SELL ANY AUTOMOBILES RECEIVED AS DONATIONS. FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS DANA DORNSIFE AND DAVE DORNSIFE ARE MARRIED. BOARD MEMBERS STEVE CIESINSKI AND DIANE CIESINSKI ARE MARRIED. BOARD MEMBERS JAN AVENT AND DAVE ROSSETTI ARE MARRIED. FORM 990, PART VI, SECTION B, LINE 11B THE FINAL DRAFT OF THE FORM 990 IS REVIEWED AND APPROVAL RECOMMENDED BY THE AUDIT COMMITTEE. IT IS THEN SENT WITH THE AUDIT COMMITTEE RECOMMENDATION TO THE BOARD OF TRUSTEES. THE FINAL FORM 990 IS FILED WITH THE IRS AFTER THE BOARD OF TRUSTEES REVIEW. 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 CHAIRMAN 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, HE/SHE 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 15 THE BOARD OF TRUSTEES MEETS ANNUALLY IN EXECUTIVE SESSION TO REVIEW AND SET THE ANNUAL SALARY AND BENEFITS OF THE PRESIDENT AND VICE 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. YF REAL ESTATE HOLDINGS LLC 101 MONTGOMERY STREET STE 2450 SAN FRANCISCO CA 94104 943058041 REAL ESTATE HOLDING CA 67330 4606629 YOSEMITE FOUNDATION CHARITABLE GIFT ANNUITY (4) 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