PENINSULA OPEN SPACE TRUST: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- PENINSULA OPEN SPACE TRUST (EIN 94-2392007)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-02-02
- IRS object ID
- 202200339349301300
- Schema version
- 2020v4.2
- 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 | 2022-02-02T10:41:23-06:00 | ReturnTs |
| Tax Period End | 2021-06-30 | 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 | 2020-07-01 | 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 | 2022-02-01 | 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 | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 | $106,990,462 | 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 | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 55 | TotalEmployeeCnt |
| Total Volunteers | 275 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $24,703,919 | PYContributionsGrantsAmt |
| CY Contributions Grants | $14,969,390 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $462,710 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $486,853 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,912,852 | PYInvestmentIncomeAmt |
| CY Investment Income | $22,433,194 | CYInvestmentIncomeAmt |
| PY Other Revenue | $42,461 | PYOtherRevenueAmt |
| CY Other Revenue | $843,515 | CYOtherRevenueAmt |
| PY Total Revenue | $31,121,942 | PYTotalRevenueAmt |
| CY Total Revenue | $38,732,952 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $21,786,863 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $7,150,362 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,207,145 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,879,440 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $300,641 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,140,840 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,265,518 | PYOtherExpensesAmt |
| CY Other Expenses | $7,982,022 | CYOtherExpensesAmt |
| PY Total Expenses | $37,259,526 | PYTotalExpensesAmt |
| CY Total Expenses | $23,312,465 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$6,137,584 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $15,420,487 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $313,034,665 | TotalAssetsBOYAmt |
| Total Assets EOY | $340,634,418 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $15,295,606 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,517,788 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $297,739,059 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $329,116,630 | 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 | $11,257,774 | ExpenseAmt |
| Grant | $7,026,650 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | LAND ACQUISITION AND TRANSFER INTO PUBLIC OWNERSHIP:IN FISCAL YEAR 2021, POST COMPLETED AND ASSISTED A TOTAL OF 12 TRANSACTIONS, CONSISTING OF 9 ACQUISITIONS THAT PROTECTED 3,167 ACRES AND 3 TRANSFERS.LAND TRANSACTIONS- PROTECTED 227 ACRES TO BE ADDED TO THE NORTH COYOTE VALLEY CONSERVATION AREA IN THE FUTURE.- ACQUIRED 331 ACRES IN THE MID COYOTE VALLEY THROUGH THREE TRANSACTIONS WHICH SECURE WILDLIFE CONNECTIVITY ALONG THE FISHER CREEK CORRIDOR AND ENABLE FUTURE FLOODPLAIN AND WETLAND RESTORATION...- PROTECTED 182 ACRES TO BE ADDED TO MIDPENINSULA REGIONAL OPEN SPACE DISTRICT'S EL SERENO OPEN SPACE PRESERVE.- SUPPORTED THE SANTA CLARA VALLEY HABITAT AGENCY AND THE OPEN SPACE AUTHORITY IN PROTECTING THE 1,861-ACRE TILTON RANCH.- SUPPORTED SAVE THE REDWOODS LEAGUE IN PRESERVING THE 564-ACRE CASCADE CREEK PROPERTY ADJACENT TO BIG BASIN REDWOODS AND ANO NUEVO STATE PARKS.- PRESERVED TWO ACRES ON THE SAN MATEO COAST THROUGH FEE TITLE AND EASEMENT PURCHASE FOR FUTURE DEVELOPMENT OF THE CALIFORNIA COASTAL TRAIL.- TRANSFERRED LAND TO OUR PARTNERS FOR LONG-TERM CARE AND PUBLIC ACCESS PLANNING: PARTIAL INTEREST IN THE 600-ACRE SOUTH COWELL RANCH TRANSFERRED TO MIDPENINSULA REGIONAL OPEN SPACE DISTRICT AS PART OF THE ONGOING EFFORT TO ENHANCE THE EXISTING CONSERVATION EASEMENT AND PROVIDE FUTURE PUBLIC ACCESS TO THE UPLAND PORTION. - 21-ACRE PARCEL TRANSFERRED TO THE CITY OF HALF MOON BAY, WITH A TRAIL EASEMENT RETAINED BY POST - 182 ACRES TRANSFERRED TO MIDPENINSULA REGIONAL OPEN SPACE DISTRICT AS AN ADDITION TO THE EL SERENO OPEN SPACE PRESERVE.- THIS BRINGS THE TOTAL NUMBER OF ACRES PROTECTED THROUGH POST'S EFFORTS AND FINANCIAL SUPPORT TO 82,754. - CONSERVATION AREA | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,649,524 | ExpenseAmt |
| Grant | $123,711 | GrantAmt |
| Revenue | $459,433 | RevenueAmt |
| Desc | LAND MANAGEMENT:POST CURRENTLY HOLDS 20,093 ACRES IN FEE OWNERSHIP AND HOLDS CONSERVATION EASEMENTS AND DEED RESTRICTIONS ON 14,458 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, DESPITE PERIODIC MANDATORY SHUT-DOWNS OF IN-PERSON GATHERINGS DUE TO CALTRANS AND COUNTY-REQUIRED COVID-19 SOCIAL DISTANCING REQUIREMENTS, POST LAND VOLUNTEERS STILL CONTRIBUTED AN IMPRESSIVE 712 HOURS OF WORK TIME IN 2020 MONITORING POST-OWNED LAND INCLUDING CONSERVATION EASEMENT MONITORING, PARTICIPATING IN HIGHWAY CLEAN-UPS, AND MAPPING AND TREATING INVASIVE PLANTS THAT DEGRADE NATURAL SYSTEMS THROUGHOUT OUR WORKING AREA. THESE ARE SOME OF THE MOST IMPACTFUL PROJECTS WE IMPLEMENTED IN ORDER TO CARE FOR THE LANDS WE PROTECT:FY21 PROJECTS - SAN VICENTE REDWOODS AND FILICE RANCH: - FIRE AND POST-FIRE RESPONSE - CLEANED UP AND ABATED SOIL TOXINS FROM BURNED STRUCTURES - POST-FIRE ROAD MAINTENANCE - REPLACED BURNED WATER LINE FROM NATURAL SPRING TO WATER TANKS ON FILICE RANCH - HAZARD TREE REMOVAL IN UPPER SAN VICENTE CREEK WATERSHED -INITIATED CONSTRUCTION OF 1.5 MILES OF SHADED FUEL BREAKS ON RIDGES IN THE DEADMAN RESTORATION RESERVE- BARN RESTORATION AT MA DA DIL- RESTORATION OF 2 AGRICULTURAL BUILDINGS ON CLOVERDALE RANCH - INITIATED 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-VEHICLE COLLISIONS AND MAINTAIN OR ENHANCE HABITAT CONNECTIVITY.- WITH SAN MATEO COUNTY PARKS, ADOPTED PREFERRED PARK DESIGNS FOR TUNITAS CREEK BEACH THROUGH 2 ROUNDS OF COMMUNITY ENGAGEMENT. RELEASED AN INITIAL STUDY/MITIGATED NEGATIVE DECLARATION TO SATISFY THE CALIFORNIA ENVIRONMENTAL QUALITY ACT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,734,299 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $27,420 | RevenueAmt |
| Desc | COMMUNITY OUTREACH AND EDUCATION:TO FURTHER OUR COMMUNITY GROWTH AND ENGAGEMENT EFFORTS, IN FISCAL YEAR 2021, THE ORGANIZATION CONTINUED OUR CONTENT MARKETING AND ENGAGEMENT PROGRAMS IN ORDER TO GROW OUR COMMUNITY AND ENGAGE PROSPECTIVE DONORS. BETWEEN NEW PIECES, AND REVISIONS TO EXISTING CONTENT, WE DISTRIBUTED AT LEAST 40 INFORMATIONAL PIECES SUCH AS GUIDES, BLOG POSTS, PRINT MATERIALS AND PRESS RELEASES. AS A RESULT, WE ATTRACTED JUST UNDER 33,000 NEW COMMUNITY MEMBERS TO OUR EMAIL LIST WHICH IS NOW OVER 110,000 STRONG. WE CONTINUED TO IMPLEMENT DIGITAL DONOR ACQUISITION CAMPAIGNS USING... OUR CRM AND MARKETING AUTOMATION PLATFORMS TARGETED AT NON-DONOR COMMUNITY MEMBERS AND SOCIAL MEDIA. TWO SEASONAL DIGITAL CAMPAIGNS (JULY AND SEPTEMBER) GENERATED 298 GIFTS AND OVER $50,000. AT CALENDAR YEAR END, WE IMPLEMENTED ANOTHER STRONG MULTI-PART MATCH CAMPAIGN THAT TOOK PLACE FROM GIVING TUESDAY (THE FIRST TUESDAY AFTER THANKSGIVING) UNTIL DECEMBER 31. THE RESULTS WERE TREMENDOUS DELIVERING OVER $1,000,000 IN REVENUE AND OVER 4,275 DONORS. DONOR SUPPORT REMAINED VERY STRONG THROUGH FISCAL YEAR END, WITH POST ACHIEVING ANNUAL OPERATING FUND REVENUES AND DONOR COUNTS OF OVER $6.6 MILLION AND OVER 10,000 RESPECTIVELY. AN ALL-TIME RECORD!COMMUNITY MEMBERS AND DONORS CONTINUED TO STAY CONNECTED TO POST THROUGHOUT THE YEAR VIA OUR MONTHLY NEWSLETTERS AND OUTREACH EVENTS. WE CONTINUED OUR ONLINE EVENT PROGRAM AND EXECUTED THE ENTIRETY OF THE WALLACE STEGNER LECTURES ONLINE. WE MADE THE FIRST LECTURE WITH DOLORES HUERTA AND LUIS VALDEZ A FREE EVENT, AND GENERATED THE LARGEST ATTENDANCE FOR A LECTURE IN POST'S HISTORY WITH OVER 3,000 REGISTRANTS. OVER 18,000 PEOPLE REGISTERED FOR OUR ONLINE AND IN PERSON EVENTS (WHICH WERE LIMITED), WITH OVER 10,000 PEOPLE ATTENDING OF WHICH 53% WERE NEW TO OUR LIST. IN NOVEMBER, WE LAUNCHED A MULTI-FACETED CAMPAIGN TO RAISE AWARENESS FOR POST AND OUR WORK. CALLED THE FIND YOUR PLACE CAMPAIGN, THE PROGRAM WAS AIMED AT GROWING AWARENESS FOR THE ORGANIZATION, AND GENERATING LIST SIGN UPS. WHILE THE MEASURABLE IMPACTS WERE DISAPPOINTING OVERALL, WE DID SEE A 16% INCREASE IN AWARENESS AMONGST THE PRIMARY TARGETED AUDIENCE, AND A 4% INCREASE IN AWARENESS IN OUR SECONDARY TARGET AUDIENCE. AS OF 7/31/21, OUR FACEBOOK ADS REACHED A TOTAL OF 872,974 USERS WITH AN AVERAGE FREQUENCY OF 10.2. YOUTUBE ADS CONTRIBUTED AN ADDITIONAL 1,698,883 REACH WITH AN AVERAGE FREQUENCY OF 9.8, WHILE PRE-ROLL, CONNECTED TV, AND HULU ADS GAVE US AN ADDITIONAL ESTIMATED FREQUENCY OF 15-20 PER USER.POST ALSO PRODUCED AND DELIVERED THREE ISSUES OF OUR LANDSCAPES MAGAZINE THIS YEAR AND ONE EDITION OF OUR ANNUAL IMPACT REPORT BOTH OF WHICH WERE DISTRIBUTED TO OVER 11,000 DONORS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $17,641,597 | 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 | 62 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 55 | 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 | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | 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 (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ANDREW BOSWORTH | ||||||||
| CHAIRMAN & DIRECTOR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SUZANNE SULLIVAN | ||||||||
| VICE CHAIRMAN & DIRECTOR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| 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 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ROD FERGUSON | ||||||||
| DIRECTOR | 4.00 | 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 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RAJESH MASHRUWALA | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| 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 | |||
| KIMBERLY YOUNG | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRAD O'BRIEN | ||||||||
| SECRETARY | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| WALTER T MOORE | ||||||||
| PRESIDENT | 40.00 | Yes (X) | $351,751 | $0 | $57,437 | |||
| MARK STEVENS | ||||||||
| TREASURER & CFO | 40.00 | Yes (X) | $256,692 | $0 | $46,720 | |||
| CURTIS RIFFLE | ||||||||
| VP LAND STEWARDSHIP | 40.00 | $268,895 | $0 | $19,085 | Yes (X) | |||
| MARTHA TEDESCO | ||||||||
| VP OF MARKETING | 40.00 | $213,570 | $0 | $57,643 | Yes (X) | |||
| GORDON CLARK | ||||||||
| VP OF DEVELOPMENT | 40.00 | $201,791 | $0 | $36,472 | Yes (X) | |||
| NOELLE CHAMBERS | ||||||||
| VP OF CONSERVATION (SINCE JULY 2020) | 40.00 | $166,980 | $0 | $37,006 | Yes (X) | |||
| DIANE CORDOVA | ||||||||
| CHIEF TALENT OFFICER | 39.00 | $194,053 | $0 | $46,951 | Yes (X) | |||
| JUSTIN ELIOT | ||||||||
| DIRECTOR OF FINANCE | 40.00 | $181,219 | $0 | $10,974 | Yes (X) | |||
| JEANINE CRIDER | ||||||||
| DIRECTOR OF PLANNED GIVING | 40.00 | $151,405 | $0 | $28,114 | Yes (X) | |||
| PATRICK MARSHALL | ||||||||
| SR. PROJECT & LEGAL AFFAIRS MANAGER | 40.00 | $154,609 | $0 | $22,621 | Yes (X) | |||
| JENNIFER KOEPCKE | ||||||||
| DIRECTOR OF INSTITUTIONAL ENGAGEMENT | 40.00 | $148,436 | $0 | $16,326 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,289,401 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $379,349 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | 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 |
|---|---|---|---|---|---|
| W L BUTLER CONSTRUCTION INC | |||||
| 1629 MAIN ST | REDWOOD CITY | CA | 94063 | CONSTRUCTION SERVICES | $729,141 |
| RALLY | |||||
| 6565 SUNSET BLVD SUITE 400 | SAN FRANCISCO | CA | 94102 | ADVERTISING | $618,335 |
| SHUTE MIHALY & WEINBERGER LLP | |||||
| 396 HAYES ST | SAN FRANCISCO | CA | 94102 | LEGAL SERVICES | $457,612 |
| BW ENGINEERING | |||||
| 225 THE CROSSROADS 135 | CARMEL | CA | 93923 | PROPERTY MAINTENANCE | $273,998 |
| KARL FREDERICK BAREIS | |||||
| 2900 SMITH GRADE | SANTA CRUZ | CA | 95060 | PROPERTY MAINTENANCE | $240,348 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 25 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $750,535 | GovernmentGrantsAmt |
| All Other Contributions | $14,218,855 | AllOtherContributionsAmt |
| Noncash Contributions | $2,992,367 | NoncashContributionsAmt |
| Total Contributions | $14,969,390 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RENTAL INCOME | 900002 | $239,626 | $239,626 |
| MISC PROGRAM INCOME | 110000 | $219,807 | $219,807 |
| LECTURE SERIES INCOME | 611600 | $27,420 | $27,420 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $486,853 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,469,363 | TotalRevenueColumnAmt |
| Exclusion | $4,469,363 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $86,221,341 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $68,257,510 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,963,831 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,963,831 | TotalRevenueColumnAmt |
| Exclusion | $17,963,831 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $843,515 | TotalRevenueColumnAmt |
| Exclusion | $843,515 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $843,515 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $38,732,952 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $486,853 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $23,276,709 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,150,362 | TotalAmt |
| Program Services | $7,150,362 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,721,545 | TotalAmt |
| Program Services | $832,713 | ProgramServicesAmt |
| Management And General | $465,598 | ManagementAndGeneralAmt |
| Fundraising | $423,234 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,091,186 | TotalAmt |
| Program Services | $2,645,921 | ProgramServicesAmt |
| Management And General | $949,562 | ManagementAndGeneralAmt |
| Fundraising | $1,495,703 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $253,156 | TotalAmt |
| Program Services | $122,963 | ProgramServicesAmt |
| Management And General | $50,894 | ManagementAndGeneralAmt |
| Fundraising | $79,299 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $564,957 | TotalAmt |
| Program Services | $293,459 | ProgramServicesAmt |
| Management And General | $105,609 | ManagementAndGeneralAmt |
| Fundraising | $165,889 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $248,596 | TotalAmt |
| Program Services | $130,495 | ProgramServicesAmt |
| Management And General | $43,580 | ManagementAndGeneralAmt |
| Fundraising | $74,521 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $375,102 | TotalAmt |
| Program Services | $343,320 | ProgramServicesAmt |
| Management And General | $31,782 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,654 | TotalAmt |
| Management And General | $46,654 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $367,000 | TotalAmt |
| Program Services | $367,000 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $300,641 | TotalAmt |
| Fundraising | $300,641 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $323,383 | TotalAmt |
| Management And General | $323,383 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,964,402 | TotalAmt |
| Program Services | $1,686,542 | ProgramServicesAmt |
| Management And General | $149,474 | ManagementAndGeneralAmt |
| Fundraising | $128,386 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $955,742 | TotalAmt |
| Program Services | $922,859 | ProgramServicesAmt |
| Management And General | $3,856 | ManagementAndGeneralAmt |
| Fundraising | $29,027 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $279,574 | TotalAmt |
| Program Services | $119,951 | ProgramServicesAmt |
| Management And General | $29,037 | ManagementAndGeneralAmt |
| Fundraising | $130,586 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $395,780 | TotalAmt |
| Program Services | $215,456 | ProgramServicesAmt |
| Management And General | $60,301 | ManagementAndGeneralAmt |
| Fundraising | $120,023 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,066 | TotalAmt |
| Program Services | $5,042 | ProgramServicesAmt |
| Management And General | $1,061 | ManagementAndGeneralAmt |
| Fundraising | $1,963 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,325 | TotalAmt |
| Program Services | $40,386 | ProgramServicesAmt |
| Management And General | $10,487 | ManagementAndGeneralAmt |
| Fundraising | $18,452 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,414 | TotalAmt |
| Program Services | $15,047 | ProgramServicesAmt |
| Management And General | $29,367 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227,359 | TotalAmt |
| Program Services | $118,582 | ProgramServicesAmt |
| Management And General | $41,244 | ManagementAndGeneralAmt |
| Fundraising | $67,533 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,102 | TotalAmt |
| Program Services | $85,074 | ProgramServicesAmt |
| Management And General | $51,028 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| LAND MAINTENANCE | $1,673,213 | $1,591,656 | $73,034 | $8,523 |
| LAND/EASEMENT TRANSACTI | $585,000 | $585,000 | ||
| PROPERTY TAXES | $185,838 | $184,611 | $1,227 | |
| PERMITS/FEES | $124,096 | $47,221 | $19,845 | $57,030 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $220,972 | TotalAmt |
| Program Services | $137,937 | ProgramServicesAmt |
| Management And General | $43,005 | ManagementAndGeneralAmt |
| Fundraising | $40,030 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,312,465 | TotalAmt |
| Program Services | $17,641,597 | ProgramServicesAmt |
| Management And General | $2,530,028 | ManagementAndGeneralAmt |
| Fundraising | $3,140,840 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $388,570 | BOYAmt |
| EOY | $1,398,271 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,301,784 | BOYAmt |
| EOY | $3,617,854 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,111,053 | BOYAmt |
| EOY | $755,535 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,202,799 | BOYAmt |
| EOY | $24,076,749 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $356,235 | BOYAmt |
| EOY | $264,966 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $8,816,558 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,683,529 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,833,133 | BOYAmt |
| EOY | $7,133,029 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,606,352 | BOYAmt |
| EOY | $169,343,685 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,875,125 | BOYAmt |
| EOY | $8,114,641 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,359,614 | BOYAmt |
| EOY | $125,929,688 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $313,034,665 | BOYAmt |
| EOY | $340,634,418 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,069,663 | BOYAmt |
| EOY | $1,881,553 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,083,008 | BOYAmt |
| EOY | $4,015,136 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,142,935 | BOYAmt |
| EOY | $5,621,099 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,295,606 | BOYAmt |
| EOY | $11,517,788 | 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 | $288,735,090 | BOYAmt |
| EOY | $318,092,687 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,003,969 | BOYAmt |
| EOY | $11,023,943 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $297,739,059 | BOYAmt |
| EOY | $329,116,630 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $313,034,665 | BOYAmt |
| EOY | $340,634,418 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $15,420,487 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $15,957,084 | 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 | $8,893,966 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,040,772 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,080,133 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,740,757 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,969,389 | CurrentTaxYearAmt |
| Total | $87,725,017 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,893,966 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,040,772 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,080,133 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,740,757 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,969,389 | CurrentTaxYearAmt |
| Total | $87,725,017 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $7,889,401 | SubstantialContributorsTotAmt |
| Public Support Total170 | $79,835,616 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,959,129 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,707,962 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,629,178 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,240,347 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,736,409 | CurrentTaxYearAmt |
| Total | $22,273,025 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $109,998,042 | TotalSupportAmt |
| Public Support CY170 | 0.72580 | PublicSupportCY170Pct |
| Public Support PY170 | 0.73940 | 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 | $397,322 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $397,322 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $22,915,145 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $23,312,467 | 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 | $825,560 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $3,825,560 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $5,738,340 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $262,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $73,450 | CurrentYearMinus2Amt |
| Current Year Minus1 | $49,902 | CurrentYearMinus1Amt |
| Current Year | $397,322 | CurrentYearAmt |
| Total | $782,674 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $206,390 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $956,390 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,434,585 | 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 PROVING 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 | 36 | TotalEasementsCnt |
| Total Acreage | 14373.00 | TotalAcreageCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 51.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $186,033 | ExpensesIncurredEnforcementAmt |
CY Endwmt Fund CYEndwmtFundGrp
| 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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $676,966 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $63,058 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $22,074 | OtherExpendituresAmt |
| End Year Balance | $717,950 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.58690 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.41310 | 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 | $5,443,822 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,370,257 | DepreciationAmt |
| Book Value | $4,073,565 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,020,837 | OtherCostOrOtherBasisAmt |
| Depreciation | $313,272 | DepreciationAmt |
| Book Value | $707,565 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $7,133,029 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| OTHER RECEIVABLE | $101,795 |
| ASSET OBLIGATION | $1,271,143 |
| LAND HELD FOR CONSERVATION | $124,556,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $125,929,688 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| LIABILITY UNDER CRUT | $3,349,984 |
| ASSET RETIREMENT OBLIGATIONS | $1,799,924 |
| STEWARDSHIP LIABILITIES | $471,191 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,621,099 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $54,366,653 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $15,957,084 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $15,957,084 | RevenueNotReportedAmt |
| Revenue Subtotal | $38,409,569 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $323,383 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $323,383 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $38,732,952 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $22,989,082 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $22,989,082 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $323,383 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $323,383 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $23,312,465 | 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. THIS INCLUDES SUCH ITEMS AS ANNUAL STEWARDSHIP SUCH AS MOWING, PAMPAS GRASS REMOVAL, AND MONITORING; REPLACEMENT OF ITEMS SUCH AS THE BENCH, TELESCOPE, AND SIGNAGE; AND 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, 2021 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 |
|---|---|---|---|---|---|---|---|---|
| FRESH EYES DIGITAL | ||||||||
| 2821 N SPAULDING AVE | CHICAGO | IL | 60618 | PROFESSIONAL FUNDRAISING | 0 | $808,669 | $84,000 | $424,669 |
| NEXT GENERATION FUNDRAISING INC | ||||||||
| 1235 WESTLAKES DR STE 130 | BERWYN | PA | 19312 | PROFESSIONAL FUNDRAISING | 0 | $369,434 | $216,641 | $152,793 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $1,178,103 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $300,641 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $577,462 | TotalNetToOrganizationAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|---|---|
| PUENTE DE LA COSTA SUR | ||||||||||
| PO BOX 554 | PESCADERO | CA | 94060 | 371484262 | 501C3 | $5,000 | GENERAL OPERATING SUPPORT | |||
| PESCADERO EDUCATION FOUNDATION | ||||||||||
| PO BOX 663 | PESCADERO | CA | 94060 | 943378920 | 501C3 | $5,500 | SUPPORT FOR SCHOOLS IN LIEU OF PROPERTY TAXES | |||
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA | ||||||||||
| 2195 HEARST AVENUE 120 | BERKELEY | CA | 947201104 | GOVERNMENT | $50,000 | SUPPORT FOR THE DEVELOPEMNT OF THE COYOTE VALLEY CREDITS PROGRAM | ||||
| LA HONDA-PESCADERO UNIFIED SCHOOL DISTRICT | ||||||||||
| PO BOX 189 | PESCADERO | CA | 94060 | GOVERNMENT | $51,361 | 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 | $95,000 | SUPPORT FOR THE SANTA CLARA COUNTY VEGETATION MAPPING PROJECT | |||
| MIDPENINSULA REGIONAL OPEN SPACE DISTRICT | ||||||||||
| 330 DISTEL CIRCLE | LOS ALTOS | CA | 94022 | GOVERNMENT | $102,350 | SUPPORT FOR WINDY HILL ADA UPGRADES AND HIGHWAY 35 TRAIL AND PARKING STUDY | ||||
| CITY OF HALF MOON BAY | ||||||||||
| 501 MAIN STREET | HALF MOON BAY | CA | 94019 | GOVERNMENT | DONATION OF A LAND ALONG HIGHWAY 92 | $135,000 | FMV PER APPRAISAL, BOOK VALUE | GIFT OF LAND THROUGH BARGAIN SALE OF HIGHWAY 92 PROPERTY | ||
| GREEN FOOTHILLS | ||||||||||
| 3921 E BAYSHORE ROAD | PALO ALTO | CA | 94303 | 946121854 | 501C3 | $148,000 | SUPPORT FOR EFFORTS IN COYOTE VALLEY, JURISTAC AND OTHER GENERAL OPERATIONS. | |||
| SANTA CLARA VALLEY OPEN SPACE AUTHORITY | ||||||||||
| 33 LAS COLINAS LANE | SAN JOSE | CA | 95119 | GOVERNMENT | $1,091,000 | SUPPORT FOR THE SOBRATTO PROPERTY ACQUISTION AND WORK IN COYOTE VALLEY | ||||
| SAVE THE REDWOODS LEAGUE | ||||||||||
| 111 SUTTER STREET | SAN FRANCISCO | CA | 94104 | 940843915 | 501C3 | $2,000,000 | SUPPORT FOR THE CASCADE CREEK PROPERTY ACQUISITION | |||
| SANTA CLARA VALLEY HABITAT AGENCY | ||||||||||
| 535 ALKIRE AVENUE SUITE 100 | MORGAN HILL | CA | 95037 | GOVERNMENT | $3,432,526 | SUPPORT FOR ROAD ECOLOGY STUDY AND THE ACQUISITION OF TILTON RANCH | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
| Total Other Org | 6 | TotalOtherOrgCnt |
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) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| 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 (11 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 | $331,787 | $0 | $0 | $0 | $19,964 | $0 | $18,872 | $0 | $38,565 | $0 | $409,188 | $0 | $0 | $0 |
| MARK STEVENS | ||||||||||||||
| TREASURER & CFO | $255,979 | $0 | $0 | $0 | $713 | $0 | $15,873 | $0 | $30,847 | $0 | $303,412 | $0 | $0 | $0 |
| CURTIS RIFFLE | ||||||||||||||
| VP LAND STEWARDSHIP | $247,092 | $0 | $0 | $0 | $21,803 | $0 | $15,107 | $0 | $3,978 | $0 | $287,980 | $0 | $0 | $0 |
| MARTHA TEDESCO | ||||||||||||||
| VP OF MARKETING | $213,106 | $0 | $0 | $0 | $464 | $0 | $13,834 | $0 | $43,809 | $0 | $271,213 | $0 | $0 | $0 |
| DIANE CORDOVA | ||||||||||||||
| CHIEF TALENT OFFICER | $175,346 | $0 | $0 | $0 | $18,707 | $0 | $11,725 | $0 | $35,226 | $0 | $241,004 | $0 | $0 | $0 |
| GORDON CLARK | ||||||||||||||
| VP OF DEVELOPMENT | $182,183 | $0 | $0 | $0 | $19,608 | $0 | $11,508 | $0 | $24,964 | $0 | $238,263 | $0 | $0 | $0 |
| NOELLE CHAMBERS | ||||||||||||||
| VP OF CONSERVATION (SINCE JULY 2020) | $166,926 | $0 | $0 | $0 | $54 | $0 | $10,905 | $0 | $26,101 | $0 | $203,986 | $0 | $0 | $0 |
| JUSTIN ELIOT | ||||||||||||||
| DIRECTOR OF FINANCE | $181,111 | $0 | $0 | $0 | $108 | $0 | $10,874 | $0 | $100 | $0 | $192,193 | $0 | $0 | $0 |
| JEANINE CRIDER | ||||||||||||||
| DIRECTOR OF PLANNED GIVING | $151,308 | $0 | $0 | $0 | $97 | $0 | $9,749 | $0 | $18,365 | $0 | $179,519 | $0 | $0 | $0 |
| PATRICK MARSHALL | ||||||||||||||
| SR. PROJECT & LEGAL AFFAIRS MANAGER | $153,352 | $0 | $0 | $0 | $1,257 | $0 | $5,659 | $0 | $16,962 | $0 | $177,230 | $0 | $0 | $0 |
| JENNIFER KOEPCKE | ||||||||||||||
| DIRECTOR OF INSTITUTIONAL ENGAGEMENT | $148,188 | $0 | $0 | $0 | $248 | $0 | $8,899 | $0 | $7,427 | $0 | $164,762 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | DIANE CORDOVA RESIDED IN A RESIDENCE, THROUGH APRIL 2020, THE USE OF WHICH HAS BEEN DONATED TO POST FOR THIS PURPOSE. THE IN-KIND VALUE OF HER HOUSING IS REPORTED AS TAXABLE INCOME. 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 | 72 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,862,367 | 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 | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $130,000 | NoncashContributionsRptF990Amt |
| 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 (5 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 & COMP 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 & COMP 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. |
| 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 6/30/2021. |
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 | $101,795 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |