LAND TRUST OF SANTA CLARA VALLEY: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LAND TRUST OF SANTA CLARA VALLEY (EIN 77-0471102)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-08
- IRS object ID
- 202343129349303049
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-08T13:01:40-08:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 811489821 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALY AND ASSOCIATES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 CONCORD AVE STE 250 | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94520 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770471102 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Land Trust of Santa Clara Valley | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAND | BusinessNameControlTxt |
| Phone | 4086072741 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 605 Tennant Avenue Suite H | AddressLine1Txt |
| City | Morgan Hill | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95037 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Trina Hineser | PersonNm |
| Person Title | Executive Dir. | PersonTitleTxt |
| Signature | 2023-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Trina | PersonFirstNm |
| Person Last | Hineser | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Suzanne R Healy | PreparerPersonNm |
| PTIN | P00533689 | PTIN |
| Phone | 9256030800 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Trina Hineser | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 605 Tennant Avenue Suite H | AddressLine1Txt |
| City | Morgan Hill | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $666,033 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.landtrustscv.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1998 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE PRESERVATION OF AGRICULTURE AND OTHER WORKING LANDS AND OPEN SPACE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Total Volunteers | 6 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $27,523 | PYContributionsGrantsAmt |
| CY Contributions Grants | $68,387 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $425,860 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $414,273 | CYProgramServiceRevenueAmt |
| PY Investment Income | $901,226 | PYInvestmentIncomeAmt |
| CY Investment Income | $168,650 | CYInvestmentIncomeAmt |
| CY Other Revenue | $14,723 | CYOtherRevenueAmt |
| PY Total Revenue | $1,354,609 | PYTotalRevenueAmt |
| CY Total Revenue | $666,033 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $109,207 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $136,721 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $6,408 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $441,117 | PYOtherExpensesAmt |
| CY Other Expenses | $429,204 | CYOtherExpensesAmt |
| PY Total Expenses | $550,324 | PYTotalExpensesAmt |
| CY Total Expenses | $565,925 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $804,285 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $100,108 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,571,237 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,842,019 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $58,628 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $102,658 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $11,512,609 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,739,361 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF THE LAND TRUST IS TO PRESERVE AGRICULTURE AND OTHER WORKING LANDS AND OPEN SPACE IN SANTA CLARA VALLEY AND ADJACENT AREAS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $460,504 | ExpenseAmt |
| Revenue | $414,273 | RevenueAmt |
| Desc | TheLandTrustofSantaClaraValleyengagedinactivitiespromoting,protecting, and preserving working farms and ranches and habitat for protected species in the Santa Clara Valley and surrounding areas. | Desc |
| Total Program Service Expenses | $460,504 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | Yes (true) | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 2 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LTSCV | PersonNm |
| Phone | 4086072741 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 605 Tennant Avenue Suite H | AddressLine1Txt |
| City | Morgan Hill | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95037 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| Trina Hineser | |||||||
| Executive Dir. | 40.00 | 0.00 | Yes (X) | $85,171 | $0 | $0 | |
| Kevin O'Day | |||||||
| Board Chair | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Dana Wolfe | |||||||
| Secretary | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Ken Schreiber | |||||||
| Treasurer | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Darryl Boyd | |||||||
| Board Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Peter VanDyke | |||||||
| Board Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Tom Fischer | |||||||
| Board Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $85,171 | TotalReportableCompFromOrgAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $68,387 | AllOtherContributionsAmt |
| Total Contributions | $68,387 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Program Fees | 561000 | $33,285 | $33,285 |
| Project Funding | 561000 | $380,988 | $380,988 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $414,273 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $168,650 | TotalRevenueColumnAmt |
| Exclusion | $168,650 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Income | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $14,723 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,723 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $14,723 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $666,033 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $428,996 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $168,650 | 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 | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,171 | TotalAmt |
| Program Services | $62,415 | ProgramServicesAmt |
| Management And General | $20,913 | ManagementAndGeneralAmt |
| Fundraising | $1,843 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,583 | TotalAmt |
| Program Services | $27,542 | ProgramServicesAmt |
| Management And General | $9,228 | ManagementAndGeneralAmt |
| Fundraising | $813 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,431 | TotalAmt |
| Program Services | $4,001 | ProgramServicesAmt |
| Management And General | $1,312 | ManagementAndGeneralAmt |
| Fundraising | $118 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,536 | TotalAmt |
| Program Services | $6,288 | ProgramServicesAmt |
| Management And General | $2,062 | ManagementAndGeneralAmt |
| Fundraising | $186 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,375 | TotalAmt |
| Management And General | $30,375 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,680 | TotalAmt |
| Program Services | $128,379 | ProgramServicesAmt |
| Management And General | $20,788 | ManagementAndGeneralAmt |
| Fundraising | $2,513 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,659 | TotalAmt |
| Program Services | $8,588 | ProgramServicesAmt |
| Management And General | $2,817 | ManagementAndGeneralAmt |
| Fundraising | $254 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $467 | TotalAmt |
| Program Services | $344 | ProgramServicesAmt |
| Management And General | $113 | ManagementAndGeneralAmt |
| Fundraising | $10 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,900 | TotalAmt |
| Program Services | $13,605 | ProgramServicesAmt |
| Management And General | $4,893 | ManagementAndGeneralAmt |
| Fundraising | $402 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,992 | TotalAmt |
| Program Services | $1,468 | ProgramServicesAmt |
| Management And General | $481 | ManagementAndGeneralAmt |
| Fundraising | $43 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $352 | TotalAmt |
| Program Services | $188 | ProgramServicesAmt |
| Management And General | $164 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,681 | TotalAmt |
| Program Services | $6,015 | ProgramServicesAmt |
| Management And General | $611 | ManagementAndGeneralAmt |
| Fundraising | $55 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Property Management | $170,001 | $170,001 | ||
| Property taxes | $25,850 | $25,850 | ||
| Board and Staff Development | $3,528 | $2,599 | $852 | $77 |
| Other Expenses | $3,516 | $124 | $3,389 | $3 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,203 | TotalAmt |
| Program Services | $3,097 | ProgramServicesAmt |
| Management And General | $1,015 | ManagementAndGeneralAmt |
| Fundraising | $91 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $565,925 | TotalAmt |
| Program Services | $460,504 | ProgramServicesAmt |
| Management And General | $99,013 | ManagementAndGeneralAmt |
| Fundraising | $6,408 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,815 | BOYAmt |
| EOY | $134,123 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,027 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $14,614 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,625 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,477 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,770,000 | LandBldgEquipCostOrOtherBssAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,561,389 | BOYAmt |
| EOY | $3,770,000 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,780,309 | BOYAmt |
| EOY | $5,868,112 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,653 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,419 | BOYAmt |
| EOY | $52,693 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,571,237 | BOYAmt |
| EOY | $9,842,019 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,628 | BOYAmt |
| EOY | $49,665 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,000 | BOYAmt |
| EOY | $52,993 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,628 | BOYAmt |
| EOY | $102,658 | 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 | $640,884 | BOYAmt |
| EOY | $487,545 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,871,725 | BOYAmt |
| EOY | $9,251,816 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,512,609 | BOYAmt |
| EOY | $9,739,361 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,571,237 | BOYAmt |
| EOY | $9,842,019 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $100,108 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,045,294 | NetUnrlzdGainsLossesInvstAmt |
| Investment Expense | -$21,404 | InvestmentExpenseAmt |
| Prior Period Adjustments | -$790,658 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$16,000 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $356,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,401,963 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,523 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $68,387 | CurrentTaxYearAmt |
| Total | $1,853,873 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $184,700 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $196,067 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $401,504 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $425,860 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $414,273 | CurrentTaxYearAmt |
| Total | $1,622,404 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $184,700 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $552,067 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,803,467 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $453,383 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $482,660 | CurrentTaxYearAmt |
| Total | $3,476,277 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $3,476,277 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $346,788 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $249,424 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $62,665 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $901,226 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $168,650 | CurrentTaxYearAmt |
| Total | $1,728,753 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $346,788 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $249,424 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $62,665 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $901,226 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $168,650 | CurrentTaxYearAmt |
| Total | $1,728,753 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $14,723 | CurrentTaxYearAmt |
| Total | $14,723 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $531,488 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $801,491 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,866,132 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,354,609 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $666,033 | CurrentTaxYearAmt |
| Total | $5,219,753 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.66600 | PublicSupportCY509Pct |
| Public Support PY509 | 0.58800 | PublicSupportPY509Pct |
| Investment Income CY | 0.33120 | InvestmentIncomeCYPct |
| Investment Income PY | 0.36250 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Preservation Open Space | Yes (X) | PreservationOpenSpaceInd |
| Total Easements | 14 | TotalEasementsCnt |
| Total Acreage | 20 | TotalAcreageCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (true) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 31 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $9,300 | ExpensesIncurredEnforcementAmt |
| Section170h Rqr Stsfd | false | Section170hRqrStsfdInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,903,811 | BeginningYearBalanceAmt |
| Contributions | $349,270 | ContributionsAmt |
| Investment Earnings Or Losses | -$841,429 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $19,849 | AdministrativeExpensesAmt |
| End Year Balance | $5,391,803 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,110,555 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $729,407 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $6,839,962 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,162,297 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $948,258 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $6,110,555 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,670,132 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $492,165 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $5,162,297 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,922,291 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$252,159 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $4,670,132 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,770,000 | OtherCostOrOtherBasisAmt |
| Book Value | $3,770,000 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,770,000 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Lease liability, current portion | $18,579 |
| Lease liability, long-term portion | $34,414 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $52,993 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | -$393,990 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,045,294 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $6,675 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$21,404 | OtherRevenueAmt |
| Revenue Not Reported | -$1,060,023 | RevenueNotReportedAmt |
| Revenue Subtotal | $666,033 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $666,033 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $588,600 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $6,675 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $16,000 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $22,675 | ExpensesNotReportedAmt |
| Expenses Subtotal | $565,925 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $565,925 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part II, Line 5: Summarized Policy | MONITORING ACTIVITIES VARY BY PROPERTY AND ENFORCEMENT HAPPENS ONLY AS NEEDED. |
| Part II, Line 9: Organization Reporting of conservation easements. | PER STATUTE, THE ORGANIZATION CANNOT DISPOSE OF, SELL OR OTHERWISE DEPRECIATE CONSERVATION EASEMENTS. THEREFORE, THEY ARE NOT SHOWN AS CAPITAL ASSETS IN THE BOOKS OF RECORD. THE ORGANIZATION PROVIDES FOOTNOTE DISCLOSURE IN ITS ANNUAL FINANCIAL STATEMENTS. |
| Part V, Line 4: Intended uses of the endowment fund. | THE ORGANIZATION HAS ENDOWMENT FUNDS MANAGED BY SAND HILL GLOBAL INVESTMENT ADVISORS, AN ORGANIZATION THAT MAINTAINS SUCH FUNDS FOR THE PURPOSES INTENDED, WHICH ARE RESTRICTED TO THE MANAGEMENT OF SPECIFIC PROPERTIES FOR HABITAT PROTECTION, AND CONSERVATION EASEMENT ENFORCEMENT. THE ENDOWMENT FUNDS ARE HELD IN PERPETUITY WITH INVESTMENT INCOME DERIVED FROM THEIR INVESTMENT AVAILABLE FOR GENERAL ADMINISTRATIVE PURPOSES TO SUPPORT THE MANAGEMENT OF THE FUNDS. |
| Part XII, Line 2d: Other expenses and losses per audited F/S | Bad Debt $16000 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, Line 11b | AN OUTSIDE ACCOUNTING FIRM PREPARES THE TAX RETURNS. AFTER COMPLETION OF SAID RETURNS, THE ORGANIZATION IS SENT A DRAFT OF THE TAX RETURNS TO BE REVIEWED. IF ALL ITEMS ARE FOUND TO BE ACCEPTABLE, AN AUTHORIZATION IS SIGNED AND PROVIDED TO THE OUTSIDE ACCOUNTING FIRM TO PROCESS, SIGN AND PROVIDE COPIES OF THE RETURNS TO BE FILED (PAPER OR ELECTRONICALLY) WITH THE DESIGNATED GOVERNMENTAL AGENCIES. THE TAX RETURNS ARE THEN SIGNED BY THE ORGANIZATION, STAMPED WITH CERTIFIED RETURN RECEIPT AND TIMELY PLACED IN THE MAIL FOR FILING, OR THE FORM 8879 IS PROVIDED TO THE OUTSIDE ACCOUNTING FIRM ALLOWING ELECTRONIC FILING. |
| Form 990, Part VI, Section B, Line 12c | Thepolicyisconsistentlymonitoredand enforced by the Executive Director. Each Board member must renew their conflict-of-interest policy each year at the annual meeting. If a Board Member or Executive Director is made aware of a conflict of interest, it is acknowledged by the board. A party with a conflict will be excused from the portion of the meeting that covers the conflicted situation so that a conflicted party will not be included in discussions or voting on that particular topic. |
| Form 990, Part VI, Section B, Line 15a | TheOrganizationreferredtothe2022CaliforniaNonprofitSalaryGuide,andthe2022LTASalary& Benefit Summary Report when developing the salary and benefit package for the Executive Director. The board researched salaries for comparable positions in the nonprofit sector. The board also referred to the National Council of Nonprofits sample Policy for Board Approval of Compensationforguidanceon how to arrive at and approve the Executive Directors compensation. |
| Form 990, Part VI, Section C, Line 18 | Available on guidestar and candid. |
| Form 990, Part VI, Section C, Line 19 | Governing documents are provided upon request. |
| Form 990, Part XI, Line 9 | Bad debt = -$16000 |