PENINSULA OPEN SPACE TRUST: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- PENINSULA OPEN SPACE TRUST (EIN 94-2392007)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2019-12-02
- IRS object ID
- 201943369349300234
- Schema version
- 2018v3.1
- 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 I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-12-02T13:36:25-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | 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 | 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 | 2018-07-01 | 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 | 2019-11-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT R SMEAD | PreparerPersonNm |
| PTIN | P01208759 | PTIN |
| Phone | 4088556770 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.62.180.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-25 | IPDt |
| IP Tm | 11:19:35 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FD2D8D7C97317CA769409C76C295A9F44AD1DDCC | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | 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 | $107,666,746 | 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 | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 56 | TotalEmployeeCnt |
| Total Volunteers | 233 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $17,973,205 | PYContributionsGrantsAmt |
| CY Contributions Grants | $21,080,133 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $379,723 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $326,297 | CYProgramServiceRevenueAmt |
| PY Investment Income | $13,326,601 | PYInvestmentIncomeAmt |
| CY Investment Income | $9,669,314 | CYInvestmentIncomeAmt |
| PY Other Revenue | $48,271 | PYOtherRevenueAmt |
| CY Other Revenue | $609,256 | CYOtherRevenueAmt |
| PY Total Revenue | $31,727,800 | PYTotalRevenueAmt |
| CY Total Revenue | $31,685,000 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $290,872 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,195,957 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,512,399 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,576,655 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,873,227 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,707,920 | PYOtherExpensesAmt |
| CY Other Expenses | $19,351,615 | CYOtherExpensesAmt |
| PY Total Expenses | $13,511,191 | PYTotalExpensesAmt |
| CY Total Expenses | $27,124,227 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $18,216,609 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,560,773 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $313,798,609 | TotalAssetsBOYAmt |
| Total Assets EOY | $315,775,082 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $11,948,825 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,785,303 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $301,849,784 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $303,989,779 | 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 | $15,989,688 | ExpenseAmt |
| Grant | $1,002,638 | GrantAmt |
| Desc | LAND ACQUISITION AND TRANSFER:IN FISCAL YEAR 2019, POST CONTINUED TO ADDRESS URGENT CONSERVATION NEEDS BY COMPLETING EIGHT (8) LAND TRANSACTIONS, BRINGING OUR TOTAL PROTECTED ACRES TO 77,531 ACRES.IN AUGUST 2018, POST TRANSFERRED THE APPROXIMATELY 10-ACRE PROPERTY, KNOWN AS VIDA VERDE, LOCATED IN SAN MATEO COUNTY, TO THE NON-PROFIT VIDA VERDE NATURE EDUCATION. THE TWO HOUSES LOCATED ON THE PROPERTY WILL SERVE AS SUPPORT STAFF HOUSING FOR THE NON-PROFIT WHOSE MISSION IS "TO PROMOTE EDUCATIONAL EQUITY BY PROVIDING FREE, OVERNIGHT ENVIRONMENTAL LEARNING EXPERIENCES FOR STUDENTS WHO DON'T OTHERWISE GET THE OPPORTUNITY." THE PROPERTY CONTAINS A SEGMENT OF SAN GREGORIO CREEK WHICH IS PROTECTED BY A RIPARIAN CONSERVATION EASEMENT HELD BY MROSD. IN NOVEMBER 2018, POST PARTNERED WITH THE SANTA CLARA VALLEY OPEN SPACE AUTHORITY (OSA) AND ASSISTED IN THE PROTECTION OF APPROXIMATELY 159 ACRES OF OPEN SPACE, KNOWN AS THE GEIGER PUNCH BOWL, IN THE COUNTY OF SANTA CLARA. POST ENTERED INTO THE PURCHASE AND SALE AGREEMENT WITH THE GEIGER FAMILY TRUST AND LATER TRANSFERRED THE PURCHASE AND SALE AGREEMENT TO THE OSA. THE OSA CLOSED ON THE PROPERTY TAKING FEE TITLE TO THE LAND. THE PROPERTY FEATURES DIVERSITY IN TOPOGRAPHY AND NATIVE HABITAT TYPES, INCLUDING SERPENTINE HARDWOODS, OAK WOODLAND, AND CALIFORNIA BAY LAUREL FORESTS. THE PROTECTION OF THE PROPERTY SECURED CONNECTIVITY BETWEEN THE RANCHO CANADA DEL ORO OPEN SPACE PRESERVE AND THE SIERRA AZUL OPEN SPACE PRESERVE, AS WELL AS BEING DIRECTLY ADJACENT TO BARRETT CREEK CANYON AND TWIN CREEKS PROTECTED IN FY 2018.IN JANUARY 2019, POST TRANSFERRED THE APPROXIMATELY 326 ACRES, KNOWN AS BARRETT CANYON AND LOCATED IN SANTA CLARA COUNTY, TO THE SANTA CLARA VALLEY OPEN SPACE AUTHORITY. BARRETT CANYON SERVES AS A LYNCHPIN FOR CONNECTING AND CLOSING THE GAP BETWEEN THREE PARKS, SIERRA AZUL OPEN SPACE PRESERVE, ALMADEN QUICKSILVER COUNTY PARK, AND RANCHO CANADA DEL ORO OPEN SPACE PRESERVE, FURTHER ENHANCING AN IMPORTANT EAST-WEST WILDLIFE TRAIL CORRIDOR. IN MARCH 2019, POST ACQUIRED APPROXIMATELY 615 ACRES OF REDWOOD FOREST, KNOWN AS VALENCIA CREEK FOREST, LOCATED IN THE COUNTY OF SANTA CRUZ. IDENTIFIED AS "HIGHLY SUITABLE FOR CONSERVATION" BY THE CONSERVATION LANDS NETWORK, THE PROPERTY IS ONE OF THE 10 LARGEST PRIVATELY-HELD TRACTS OF REDWOODS IN SANTA CRUZ COUNTY AND CONTAINS THE UPPER REACHES OF VALENCIA CREEK WHICH PROVIDES DRINKING WATER TO THE TOWN OF APTOS. THE CREEK HAS THE POTENTIAL TO BE RESTORED AS STEELHEAD AND COHO SALMON HABITAT.IN MARCH 2019, POST ACQUIRED APPROXIMATELY 320 ACRES OF REDWOOD FOREST, KNOWN AS GAZOS CREEK REDWOODS, LOCATED IN THE COUNTY OF SAN MATEO FROM VALENCIA CREEK FOREST, LLC, AN ENTITY AFFILIATED WITH BIG CREEK LUMBER. GAZOS CREEK REDWOODS IS LOCATED WITHIN THE PRISTINE AND UNDEVELOPED GAZOS CREEK WATERSHED AND ABUTS BUTANO STATE PARK. THE WATERSHED HAS BEEN IDENTIFIED BY THE STATE COASTAL CONSERVANCY AND THE CALIFORNIA DEPARTMENT OF FISH AND WILDLIFE AS AN IMPORTANT HABITAT FOR ENDANGERED COHO SALMON AND STEELHEAD TROUT. THE PROPERTY CONTAINS SEVERAL ACRES OF OLD GROWTH REDWOODS WHICH PROVIDE SUITABLE HABITAT FOR THE FEDERALLY PROTECTED SPECIES MARBLED MURRELET, WHICH HAVE BEEN OBSERVED NESTING ON THE PROPERTY. IN MARCH 2019, POST TRANSFERRED THE APPROXIMATELY 615-ACRE REDWOOD FOREST, KNOWN AS VALENCIA CREEK FOREST AND LOCATED IN THE COUNTY OF SANTA CRUZ, TO VALENCIA CREEK FOREST, LLC, AN ENTITY AFFILIATED WITH BIG CREEK LUMBER. IN CONJUNCTION WITH THIS TRANSFER, POST RECORDED A WORKING FOREST CONSERVATION EASEMENT (WFCE), THE FIRST OF ITS KIND OVER LAND OWNED BY A TIMBER COMPANY IN THE SANTA CRUZ MOUNTAINS. THE WFCE REMOVES THE POTENTIAL FOR DEVELOPMENT OF UP TO 11 HOMES, REQUIRES SUSTAINABLE TIMBER HARVEST BELOW ALLOWABLE LEVELS UNDER CA STATE LAWS, AND SETS ASIDE A 13-ACRE OLD GROWTH RESERVE AREA CONTAINING 100-YEAR OLD REDWOOD TREES WHERE NO HARVESTING IS ALLOWED.IN MAY 2019, POST, IN PARTNERSHIP WITH SEMPERVIRENS FUND, ACQUIRED APPROXIMATELY 320 ACRES OF REDWOOD FORESTS IN THE SANTA CRUZ MOUNTAINS, KNOWN AS THE FILICE RANCH, AND FILLED IN A SIGNIFICANT INHOLDING OF SAN VICENTE REDWOODS. THE PROPERTY IS NOW JOINTLY HELD BETWEEN SEMPERVIRENS FUND AND POST. THE PROPERTY IS AT THE HEADWATERS OF SCOTT CREEK AND CONTAINS A DIVERSITY OF HABITAT TYPES RANGING FROM REDWOODS, GRASSLAND, TO OAK TREES. IN MAY 2019, POST TRANSFERRED THE APPROXIMATELY 32 ACRES OF FARMLAND ADJACENT TO THE ANDREOTTI FAMILY FARM LOCATED IN SAN MATEO COUNTY. SIMULTANEOUSLY, WITH THE TRANSFER TO THE ANDREOTTI FAMILY FARM, POST RECORDED AN AGRICULTURAL CONSERVATION EASEMENT THAT ENCUMBERED THE TRANSFERRED LAND ALONG WITH AN ADDITIONAL 37 ACRES OWNED BY THE ANDREOTTI'S. THIS PROTECTION OF FARMLAND ENSURES THAT THE ANDREOTTI FAMILY FARM, AND FUTURE FARMERS, CAN CONTINUE AGRICULTURAL ACTIVITIES AT THIS UNIQUE LOCATION WITHIN THE CITY LIMITS OF HALF MOON BAY.IN JUNE 2019, POST PARTNERED WITH THE SANTA CLARA VALLEY OPEN SPACE AUTHORITY (OSA) AND ASSISTED IN THE PROTECTION OF APPROXIMATELY 242 ACRES IN SANTA CLARA COUNTY, CONTRIBUTING FUNDS TO THE ACQUISITION BY THE OSA. THE PROPERTY IS ADJACENT TO THE GEIGER PUNCH BOWL PROPERTY ACQUIRED IN 2018 BY THE OSA. THE PROTECTION OF THE PROPERTY FURTHER SECURES THE CONNECTION BETWEEN RANCHO CANADA DEL ORO OSP AND THE SIERRA AZUL OSP AS WELL AS CONTAINS PRIORITY FOCAL GEOGRAPHIES KEY FOR THE WILDLIFE LINKAGES PROGRAM. THE PROPERTY FEATURES DIVERSITY OF TOPOGRAPHY AND NATIVE HABITAT TYPES INCLUDING, SERPENTINE, OAK WOODLAND AND CALIFORNIA BAY LAUREL FOREST | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,733,177 | ExpenseAmt |
| Grant | $193,319 | GrantAmt |
| Revenue | $241,235 | RevenueAmt |
| Desc | LAND MANAGEMENT:POST CURRENTLY HOLDS 19,429 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, POST STEWARDSHIP VOLUNTEERS CONTRIBUTED AN IMPRESSIVE 1,314 HOURS OF WORK TIME IN 2019 MONITORING POST-OWNED LANDS, PARTICIPATING IN HIGHWAY CLEAN-UPS, AND MAPPING AND TREATING INVASIVE PLANTS THAT DEGRADE NATURAL SYSTEMS THROUGHOUT OUR WORKING AREA.OTHER LAND MANAGEMENT ACCOMPLISHMENTS ACROSS PROGRAMS INCLUDE THE FOLLOWING:- FARMLAND- FARMWORKER HOUSING: IN CONJUNCTION WITH THE SAN MATEO COUNTY FARMWORKER HOUSING PILOT PROGRAM AND FARMERS, POST BEGAN PLANNING AND PERMITTING FARMWORKER HOUSING PROJECTS ON TWO POST-OWNED FARMS. THIS SUPPORTS OUR GOAL OF PRESERVING AGRICULTURAL LAND WHILE ALSO PROVIDING THE NECESSARY INFRASTRUCTURE ON THOSE LANDS FOR FARMING OPERATIONS. CONFINED TO A SMALL FOOTPRINT WITHIN THE PROPERTY, THE HOUSING PROJECTS HELP ENSURE THAT FARMERS CAN RETAIN TRAINED FARMWORKERS CRITICAL TO THEIR ONGOING OPERATIONS IN A REGION WHERE THERE IS A SIGNIFICANT SHORTAGE OF FARM LABOR HOUSING.- AGRICULTURAL WATER SUPPLY SUSTAINABILITY: IN PARTNERSHIP WITH THE SAN MATEO COUNTY RESOURCE CONSERVATION DISTRICT (RCD), POST COMPLETED EXPANSION OF AN AGRICULTURAL RESERVOIR ON SAN GREGORIO FARMS. THIS PROJECT NOT ONLY ENHANCES THE RESILIENCY OF THE FARMING OPERATION TO DROUGHT, IT ALSO IMPROVES CONDITIONS FOR ANADROMOUS FISH IN THE ADJACENT CREEK BY REQUIRING THE FARMER TO STOP WITHDRAWALS FROM THE CREEK FOR THREE MONTHS IN THE DRY SUMMER SEASON, SOMETHING THAT IS ONLY POSSIBLE WITH THE EXPANDED CAPACITY OF THE NEW RESERVOIR. PLANNING AND PERMITTING WERE COMPLETED FOR A SECOND AGRICULTURAL POND AT POST'S BUTANO FARMS; CONSTRUCTION IS UNDERWAY AND COMPLETED IN THE SUMMER OF 2019. IN ADDITION TO INCREASING THE SUSTAINABILITY OF THE ORGANIC FARMING OPERATION AT BUTANO FARMS, THIS POND WILL ALSO PROVIDE MUCH NEEDED WATER FOR CATTLE ON ADJACENT GRAZING LAND ON POST'S PROPERTY.- ADDITIONAL AGRICULTURAL INFRASTRUCTURE: POST PARTNERED WITH FARMERS AND RANCHERS ON POST LANDS TO RESTORE TWO BARNS (ONE WAS COMPLETED AND A SECOND IS UNDERWAY) AND PERMIT TWO FARM STANDS. THESE STRUCTURES ARE ESSENTIAL FOR ENSURING LONG-TERM SUSTAINABILITY OF AGRICULTURAL OPERATIONS ON THE COAST, BY ALLOWING TENANTS TO GROW THEIR OPERATIONS AND DIVERSIFY THEIR BUSINESSES WITH MORE CUSTOMER-ORIENTED SERVICES.- PUBLIC ACCESS: - TUNITAS CREEK BEACH: IN PARTNERSHIP WITH SAN MATEO COUNTY, POST CONTINUED PLANNING FOR SAFE AND SUSTAINABLE PUBLIC ACCESS AT TUNITAS CREEK BEACH. THE COUNTY CONTINUES TO MANAGE THE BEACH, SIGNIFICANTLY REDUCING ILLEGAL ACTIVITIES THAT WERE DEGRADING THE COASTAL BLUFFS, TUNITAS CREEK, AND HABITAT ON THE BEACH FOR ENDANGERED SNOWY PLOVER. WE ALSO CONVENED A COMMUNITY ADVISORY COMMITTEE COMPRISED OF 14 COMMUNITY MEMBERS REPRESENTING A BROAD SPECTRUM OF STAKEHOLDERS ON THE SAN MATEO COAST. THE COMMITTEE MET MONTHLY OVER SIX MONTHS AND PROVIDED VALUABLE INPUT ON PRIORITY ISSUES TO ADDRESS IN OUR PLANNING PROCESS AT TUNITAS CREEK BEACH. THE COUNTY, WITH INPUT FROM POST AND THE STATE COASTAL CONSERVANCY, HIRED A CONSULTING FIRM TO LEAD THIS PLANNING PROCESS, WHICH WILL LAUNCH EARLY IN FY20. - BAY TO SEA TRAIL: POST INITIATED THE DEVELOPMENT OF A BAY TO SEA TRAIL PLANNING COALITION TO BRING TOGETHER THE CRITICAL PARTNERS NEEDED TO TURN THIS PROJECT'S CONCEPT INTO AN ORGANIZED PLANNING EFFORT. POST FACILITATED REGULAR MEETINGS OF THE PLANNING COALITION WHICH IS MADE UP OF TEN (10) LAND MANAGEMENT AGENCY AND ORGANIZATION PARTNERS. TOGETHER WE DEVELOPED A PROJECT CHARTER DOCUMENTING A SHARED PROJECT VISION AND A LETTER OF INTENT DOCUMENTING A SHARED (NON-BINDING) AGREEMENT TO COLLABORATE ON THE PLANNING, DESIGN AND DEVELOPMENT OF THIS MULTI-DECADE TRAIL PROJECT. - REDWOODS:- SAN VICENTE REDWOODS RESTORATION PROJECTS: POST COMPLETED RESTORATION FORESTRY TREATMENTS ON ABOUT 200-ACRES IN THE DEADMAN GULCH. THIS TREATMENT WILL HELP ACCELERATE THE DEVELOPMENT OF OLD-GROWTH FOREST CONDITIONS ON THE PROPERTY THAT PROVIDE CRITICAL HABITAT FOR ENDANGERED MARBLED MURRELET, A RARE SEABIRD THAT NESTS ON THE LIMBS OF LARGE OLD TREES. OTHER RESTORATION EFFORTS INCLUDE IMPLEMENTATION OF THE SECOND YEAR (OF THREE) OF A MAJOR INVASIVE SPECIES ERADICATION EFFORT TO ELIMINATE CLEMATIS VITALBA, A PERNICIOUS WEEDY VINE THAT FORMS DENSE MATS AND BLANKETS TREES AND IS KNOWN ONLY TO BE PRESENT ONLY IN THIS WATERSHED AND ONE OTHER IN CALIFORNIA. UPGRADES TO IMPROVE ACCESS AND REDUCE SEDIMENTATION IN STREAMS WERE MADE TO OVER SIX MILES OF ROADS USING RECYCLED WASTE ROCK FROM AN OLD QUARRY ON THE PROPERTY, SIGNIFICANTLY REDUCING BOTH COSTS AND CARBON EMISSIONS ASSOCIATED WITH THE PROJECT. - WILDLIFE LINKAGES- BARRETT CANYON: INITIATED RESTORATION OF THE BARRETT CREEK WATERSHED THROUGH THE REMOVAL OF 4 ABANDONED AND DEGRADED UNPERMITTED CABINS ALONG THE CREEK. REMOVAL OF THESE STRUCTURES REDUCES MAJOR SOURCES OF POTENTIAL CONTAMINATION TO THE PERENNIAL STREAM ADJACENT TO RANCHO CANADA DEL ORO.- WILDLIFE STUDIES: POST COMPLETED ITS TWO-YEAR STUDY WITH THE UC-SANTA CRUZ PUMA PROJECT AND PATHWAYS FOR WILDLIFE TO TRACK THE MOVEMENT OF BOBCATS IN AND AROUND COYOTE VALLEY USING TELEMETRY AND CAMERA TRACKING. IN ADDITION, POST LAUNCHED A SECOND MULTI-YEAR WILDLIFE CONNECTIVITY STUDY WITH NUMEROUS PARTNERS TO BETTER UNDERSTAND WILDLIFE MOVEMENT WITHIN AND TO/FROM THE SOUTHERN SANTA CRUZ MOUNTAINS. THE INFORMATION GATHERED THROUGH THESE STUDIES IS PROVIDING ESSENTIAL DATA TO DRIVE OUR CONSERVATION STRATEGIES AND INVESTMENTS IN THIS AREA. FINALLY, WE INSTALLED A WILDLIFE CAMERA ARRAY AS WELL AS A SERIES OF ACOUSTIC MONITORING STATIONS AT SAN VICENTE REDWOODS IN ORDER TO PROVIDE US WITH BASELINE DATA ABOUT WILDLIFE POPULATIONS ON THE PROPERTY IN ADVANCE OF THE INTRODUCTION OF PUBLIC ACCESS WITHIN THE NEXT COUPLE OF YEARS. THE MONITORING WILL CONTINUE FOR SEVERAL YEARS ALLOWING US TO MONITOR CHANGES OVER TIME AND ADAPTIVELY MANAGE PUBLIC ACCESS ON THE PROPERTY TO MINIMIZE IMPACTS ON LOCAL WILDLIFE POPULATIONS.- MONTEREY ROAD WILDLIFE CONNECTIVITY ASSESSMENT: POST COMPLETED A REPORT ASSESSING THE IMPACT A REGIONAL HIGHWAY HAS ON WILDLIFE. RESEARCH HAS ILLUSTRATED THAT MONTEREY ROAD, A FOUR-LANE ROAD RUNNING PARALLEL TO HIGHWAY 101, IS THE GREATEST THREAT TO WILDLIFE. THE REPORTPROVIDES DATA-DRIVEN RECOMMENDATIONS TO REDUCE WILDLIFE-VEHICLE COLLISIONS AND BOLSTER THE ECOLOGICAL HEALTH OF OUR REGION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,916,446 | ExpenseAmt |
| Revenue | $85,062 | RevenueAmt |
| Desc | COMMUNITY OUTREACH AND EDUCATION:TO FURTHER OUR COMMUNITY GROWTH AND ENGAGEMENT EFFORTS, IN FISCAL YEAR 2019 THE ORGANIZATION CONTINUED OUR CONTENT MARKETING PROGRAMS AND COMMUNITY ENGAGEMENT PROGRAMS IN ORDER TO GROW OUR COMMUNITY AND ENGAGE PROSPECTIVE DONORS. BETWEEN NEW PIECES, AND REVISIONS TO EXISTING CONTENT, WE CIRCULATED OVER 40+ INFORMATIONAL PIECES INCLUDING GUIDES, BLOG POSTS, AND PRESS RELEASES. IN THIS WAY, WE ATTRACTED OVER 33,000 NEW COMMUNITY MEMBERS TO OUR EMAIL LIST.ADDITIONALLY, WE IMPLEMENTED TWO ALL-DIGITAL DONOR CONVERSION CAMPAIGNS USING OUR NEW SALESFORCE AND PARDOT MARKETING AUTOMATION PLATFORM. OUR AUGUST 2019 ALL DIGITAL 100 DONOR CHALLENGE CAMPAIGN WAS TARGETED AT 42,000 NAMES IN OUR DATABASE AND DELIVERED A .55% DONOR CONVERSION RATE NEARLY DOUBLE THE RATE WE SAW IN FY 18. THE CAMPAIGN GENERATED 233 GIFTS. A SMALL DIGITAL CAMPAIGN WAS INCLUDED IN OUR FISCAL YEAR END MATCH CAMPAIGN WHICH CONTRIBUTED 9 NEW DONORS AND $1,635 IN GIFTS.COMMUNITY MEMBERS AND DONORS CONTINUED TO BENEFIT AND STAY CONNECTED TO POST THROUGHOUT THE YEAR VIA OUR MONTHLY NEWSLETTERS AND OUTREACH EVENTS. WE HOSTED OVER 50 OUTREACH EVENTS OF VARIOUS TYPES (SPONSORED EVENTS, HIKES, FAMILY EVENTS AND OTHERS) AT WHICH WE MET OVER 6,300 COMMUNITY MEMBERS AND DONORS, 4,900 OF WHICH WERE BRAND NEW TO POST. THIS INCLUDES OUR ANNUAL WALLACE STEGNER LECTURE SERIES WHICH IN 2019 INCLUDED PRIZE WINNING AUTHOR VANDANA SHIVA, NATIONAL GEOGRAPHIC PHOTOGRAPHER AND FOUNDER OF THE PHOTO ARC PROJECT, JOEL SARTORE, AND CNN COMMENTATOR AND AUTHOR VAN JONES. WE MET OVER 1,600 INDIVIDUALS AT THESE LECTURES. OUR PUBLIC RELATIONS EFFORTS RESULTING IN POST APPEARING ON THE FRONT PAGE OF 3 LOCAL PAPERS (SAN JOSE MERCURY NEWS, SAN MATEO DAILY JOURNAL, AND HALF MOON BAY REVIEW) 6 TIMES IN FY 2019 WITH OUR ANNOUNCEMENTS OF THE VALENCIA AND GAZOS CREEK PROPERTIES, FARM LABOR HOUSING AND THE ANDREOTTI FARM TRANSACTION. WE BENEFITED FROM 7 DIFFERENT TELEVISION STORIES ABOUT THE SAME STORIES.POST ALSO PRODUCED AND DELIVERED THREE ISSUES OF OUR LANDSCAPES MAGAZINE THIS YEAR AND DISTRIBUTED EACH TO OVER 9,200 DONORS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $21,639,311 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 | 0 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 86 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 56 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| 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 | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| DENNIS DEBROECK | |||||||
| CHAIRMAN & DIRECTOR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KIM YOUNG | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREW BOSWORTH | |||||||
| VICE CHAIRMAN & DIRECTOR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BRAD O'BRIEN | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTY HOLLOWAY | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN CHAMBERLAIN | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JAN GARROD | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| JEN LYNCH | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| MATT MILLER | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| RAJ MASHRUWALA | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ROD FERGUSON | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SANJAY VASWANI | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SANDI THOMPSON | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| EMERICK WOODS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SEAN DEMPSEY | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| SUZANNE SULLIVAN | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| WENDE HUTTON | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KARIE THOMSON | |||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WALTER T MOORE | |||||||
| PRESIDENT | 40.00 | Yes (X) | $320,002 | $0 | $53,134 | ||
| HEATHER KANTOR | |||||||
| TREASURER & CFO (TO JULY '18) | 40.00 | Yes (X) | $372,505 | $0 | $45,037 | ||
| CURTIS RIFFLE | |||||||
| VICE PRESIDENT, LAND STEWA | 40.00 | Yes (X) | $240,854 | $0 | $13,515 | ||
| MARTHA TEDESCO | |||||||
| VICE PRESIDENT OF MARKETIN | 40.00 | Yes (X) | $178,442 | $0 | $52,100 | ||
| GORDON CLARK | |||||||
| SENIOR DIRECTOR OF DEVELOP | 40.00 | Yes (X) | $175,853 | $0 | $29,745 | ||
| MARK STEVENS | |||||||
| TREASURER & CFO (FROM OCT '18) | 40.00 | Yes (X) | $52,948 | $0 | $2,502 | ||
| DIANE CORDOVA | |||||||
| CHIEF TALENT OFFICER | 34.00 | $151,868 | $0 | $22,425 | Yes (X) | ||
| DAN OLSTEIN | |||||||
| DIRECTOR OF LAND PROGRAMS | 40.00 | $129,231 | $0 | $20,941 | Yes (X) | ||
| NOELLE THURLOW | |||||||
| DIRECTOR OF LAND PROGRAMS | 40.00 | $136,241 | $0 | $25,261 | Yes (X) | ||
| JEANINE CRIDER | |||||||
| DIRECTOR OF PLANNED GIVING | 40.00 | $136,225 | $0 | $24,735 | Yes (X) | ||
| JENNIFER KOEPCKE | |||||||
| DIRECTOR OF INSTITUTIONAL ENGAGEMENT | 40.00 | $132,769 | $0 | $14,805 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,026,938 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $304,200 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BIG CREEK LUMBER | |||||
| 111 MAIN STREET | HALF MOON BAY | CA | 94019 | ROAD MAINTENANCE | $423,556 |
| NORTH COAST REMEDIATION INC | |||||
| 340 WOODPECKER RDG | SANTA CRUZ | CA | 950609797 | ROAD MAINTENANCE - AGGREGATE PRODUCTION | $403,561 |
| GO NATIVE INC | |||||
| PO BOX 370103 | MONTARA | CA | 94037 | ROADWORK, INVASIVE SPECIES REMOVAL, MAIN | $362,360 |
| NADIA HAMEY | |||||
| 247 SUNLIT LANE | SANTA CRUZ | CA | 95060 | FORESTRY SERVICES, SECURITY, INVASIVES C | $244,358 |
| SHUTE MIHALY & WEINBERGER LLP | |||||
| 396 HAYES STREET | SAN FRANCISCO | CA | 94102 | LEGAL SERVICES | $229,630 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 13 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,847,393 | GovernmentGrantsAmt |
| All Other Contributions | $19,232,740 | AllOtherContributionsAmt |
| Noncash Contributions | $5,316,547 | NoncashContributionsAmt |
| Total Contributions | $21,080,133 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RENTAL INCOME | 900002 | $241,235 | $241,235 |
| LECTURE SERIES INCOME | 611600 | $85,062 | $85,062 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $326,297 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,302,881 | TotalRevenueColumnAmt |
| Exclusion | $4,302,881 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $81,348,179 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $75,981,746 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,366,433 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,366,433 | TotalRevenueColumnAmt |
| Exclusion | $5,366,433 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $609,256 | TotalRevenueColumnAmt |
| Exclusion | $609,256 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $609,256 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,685,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $326,297 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $10,278,570 | 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 | $1,195,957 | TotalAmt |
| Program Services | $1,195,957 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,566,600 | TotalAmt |
| Program Services | $639,783 | ProgramServicesAmt |
| Management And General | $614,552 | ManagementAndGeneralAmt |
| Fundraising | $312,265 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,072,713 | TotalAmt |
| Program Services | $2,115,058 | ProgramServicesAmt |
| Management And General | $620,988 | ManagementAndGeneralAmt |
| Fundraising | $1,336,667 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,170 | TotalAmt |
| Program Services | $98,061 | ProgramServicesAmt |
| Management And General | $26,758 | ManagementAndGeneralAmt |
| Fundraising | $65,351 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $467,772 | TotalAmt |
| Program Services | $241,972 | ProgramServicesAmt |
| Management And General | $72,745 | ManagementAndGeneralAmt |
| Fundraising | $153,055 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $279,400 | TotalAmt |
| Program Services | $145,027 | ProgramServicesAmt |
| Management And General | $42,521 | ManagementAndGeneralAmt |
| Fundraising | $91,852 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $395,962 | TotalAmt |
| Program Services | $386,120 | ProgramServicesAmt |
| Management And General | $9,842 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,344 | TotalAmt |
| Management And General | $49,344 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,450 | TotalAmt |
| Program Services | $73,450 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $402,937 | TotalAmt |
| Management And General | $402,937 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,992,233 | TotalAmt |
| Program Services | $2,046,982 | ProgramServicesAmt |
| Management And General | $570,316 | ManagementAndGeneralAmt |
| Fundraising | $374,935 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $363,233 | TotalAmt |
| Program Services | $113,256 | ProgramServicesAmt |
| Management And General | $24,156 | ManagementAndGeneralAmt |
| Fundraising | $225,821 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,641 | TotalAmt |
| Program Services | $41,166 | ProgramServicesAmt |
| Management And General | $14,490 | ManagementAndGeneralAmt |
| Fundraising | $26,985 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,999 | TotalAmt |
| Program Services | $54,999 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,356 | TotalAmt |
| Program Services | $15,599 | ProgramServicesAmt |
| Management And General | $14,227 | ManagementAndGeneralAmt |
| Fundraising | $3,530 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,531 | TotalAmt |
| Program Services | $66,257 | ProgramServicesAmt |
| Management And General | $35,703 | ManagementAndGeneralAmt |
| Fundraising | $29,571 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,358 | TotalAmt |
| Program Services | $9,727 | ProgramServicesAmt |
| Management And General | $35,631 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,189 | TotalAmt |
| Program Services | $83,361 | ProgramServicesAmt |
| Management And General | $29,636 | ManagementAndGeneralAmt |
| Fundraising | $55,192 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,647 | TotalAmt |
| Program Services | $66,704 | ProgramServicesAmt |
| Management And General | $26,943 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| LAND/EASEMENT TRANSACTI | $11,598,082 | $11,598,082 | ||
| LAND MAINTENANCE | $1,860,256 | $1,855,658 | $2,071 | $2,527 |
| PROPERTY TAXES | $293,237 | $289,902 | $3,335 | |
| LOSS ON LOAN | $279,709 | $279,709 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $433,451 | TotalAmt |
| Program Services | $222,481 | ProgramServicesAmt |
| Management And General | $18,829 | ManagementAndGeneralAmt |
| Fundraising | $192,141 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,124,227 | TotalAmt |
| Program Services | $21,639,311 | ProgramServicesAmt |
| Management And General | $2,611,689 | ManagementAndGeneralAmt |
| Fundraising | $2,873,227 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $821,366 | BOYAmt |
| EOY | $769,161 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,870,559 | BOYAmt |
| EOY | $2,738,009 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,416,385 | BOYAmt |
| EOY | $1,145,387 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,600,000 | BOYAmt |
| EOY | $24,236,657 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $358,552 | BOYAmt |
| EOY | $299,966 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,654,745 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,466,364 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,325,155 | BOYAmt |
| EOY | $5,188,381 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $165,970,677 | BOYAmt |
| EOY | $174,429,985 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,597,125 | BOYAmt |
| EOY | $7,641,276 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,838,790 | BOYAmt |
| EOY | $99,326,260 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $313,798,609 | BOYAmt |
| EOY | $315,775,082 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,676,600 | BOYAmt |
| EOY | $1,840,604 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,895,534 | BOYAmt |
| EOY | $3,851,099 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,376,691 | BOYAmt |
| EOY | $6,093,600 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,948,825 | BOYAmt |
| EOY | $11,785,303 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $289,451,830 | BOYAmt |
| EOY | $295,084,270 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,847,454 | BOYAmt |
| EOY | $8,355,009 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $550,500 | BOYAmt |
| EOY | $550,500 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $301,849,784 | BOYAmt |
| EOY | $303,989,779 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $313,798,609 | BOYAmt |
| EOY | $315,775,082 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,560,773 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,420,778 | 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 | $6,067,462 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,588,517 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,893,966 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,040,772 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,080,133 | CurrentTaxYearAmt |
| Total | $70,670,850 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,067,462 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,588,517 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,893,966 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,040,772 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,080,133 | CurrentTaxYearAmt |
| Total | $70,670,850 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $6,631,002 | SubstantialContributorsTotAmt |
| Public Support Total170 | $64,039,848 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,067,889 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,349,902 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,959,129 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,707,962 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,629,178 | CurrentTaxYearAmt |
| Total | $19,714,060 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $90,384,910 | TotalSupportAmt |
| Public Support CY170 | 0.70850 | PublicSupportCY170Pct |
| Public Support PY170 | 0.68760 | 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 | $73,450 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $73,450 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $27,050,777 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $27,124,227 | 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 | $790,107 | CurrentYearMinus3Amt |
| Current Year Minus2 | $894,073 | CurrentYearMinus2Amt |
| Current Year Minus1 | $825,560 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $3,509,740 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $5,264,610 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $62,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $62,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $262,000 | CurrentYearMinus1Amt |
| Current Year | $73,450 | CurrentYearAmt |
| Total | $459,450 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $197,527 | CurrentYearMinus3Amt |
| Current Year Minus2 | $223,518 | CurrentYearMinus2Amt |
| Current Year Minus1 | $206,390 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $877,435 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,316,153 | GrassrootsCeilingAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE C, PART II-A: | FormAndLineReferenceDesc |
| Explanation | $49,950 FOR SAN JOSE MEASURE T - SAFER SAN JOSE, $5,000 FOR CONSERVATION ACTION FUND POLLING ON SB45 FRAMING LANGUAGE AND $18,500 PAYMENT TO LOBBYING CONSULTANTS. | 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 | 35 | TotalEasementsCnt |
| Total Acreage | 14371.60 | TotalAcreageCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 1354.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $69,703 | ExpensesIncurredEnforcementAmt |
CY Endwmt Fund CYEndwmtFundGrp
| 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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $697,739 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $164 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $20,937 | OtherExpendituresAmt |
| End Year Balance | $676,966 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $705,715 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $17,414 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $25,390 | OtherExpendituresAmt |
| End Year Balance | $697,739 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.72000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.28000 | 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 | $3,953,265 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,190,600 | DepreciationAmt |
| Book Value | $2,762,665 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $332,045 | OtherCostOrOtherBasisAmt |
| Depreciation | $275,764 | DepreciationAmt |
| Book Value | $56,281 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,536 | OtherCostOrOtherBasisAmt |
| Book Value | $17,536 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,188,381 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| OTHER RECEIVABLE | $39,553 |
| ASSET OBLIGATION | $1,603,780 |
| LAND HELD FOR CONSERVATION | $97,682,927 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $99,326,260 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| AGENCY TRUST FUNDS | $279,984 |
| LIABILITY UNDER CRUT | $3,053,790 |
| ASSET RETIREMENT OBLIGATIONS | $2,288,635 |
| STEWARDSHIP LIABILITIES | $471,191 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,093,600 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $28,993,434 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$2,420,778 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $132,149 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | -$2,288,629 | RevenueNotReportedAmt |
| Revenue Subtotal | $31,282,063 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $402,937 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $402,937 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $31,685,000 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $26,853,439 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $132,149 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $132,149 | ExpensesNotReportedAmt |
| Expenses Subtotal | $26,721,290 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $402,937 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $402,937 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $27,124,227 | 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, 2019 MANAGEMENT DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (13 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 | SUPPORT FOR PESCADERO GROWN FARMER'S MARKET AND 20TH ANNIVERSARY CELEBRATION | |||
| TRUST FOR CONSERVATION INNOVATION | ||||||||||
| 405 14TH STREET SUITE 164 | OAKLAND | CA | 94612 | 912166435 | 501C3 | $5,000 | SUPPORT FOR KITCHEN TABLE ADVISORS | |||
| PIE RANCH | ||||||||||
| PO BOX 363 | PESCADERO | CA | 94060 | 261631976 | 501C3 | $5,000 | SPONSORSHIP OF PIE ON THE RISE AND IN SUPPORT OF PUBLIC EDUCATION EFFORTS. | |||
| SAN MATEO RESOURCE CONSERVATION DISTRICT | ||||||||||
| 80 STONE PINE ROAD SUITE 100 | HALF MOON BAY | CA | 94019 | GOVERMENT | $43,000 | SANTA CRUZ MOUNTAINS STEWARDSHIP NETWORK MEMBERSHIP/SUPPORT AND GENERAL OPERATIONS | ||||
| CALIFORNIA COUNCIL OF LAND TRUSTS | ||||||||||
| 1029 J STREET SUITE 120 | SACRAMENTO | CA | 95814 | 010826246 | 501C3 | $5,000 | SPONSORSHIP OF THE 2019 CALIFORNIA LAND CONSERVATION CONFERENCE. | |||
| AMAH MUTSUN LAND TRUST | ||||||||||
| 419 S SAN ANTONIO ROAD SUITE 211 | LOS ALTOS | CA | 94022 | 320447436 | 501C3 | $25,000 | SUPPORTING THE PROTECTION OF JURISTAC | |||
| LA HONDA PESCADERO UNIFIED SCHOOL DISTRICT | ||||||||||
| PO BOX 189 | PESCADERO | CA | 94060 | 943138629 | GOVERNMENT | $55,319 | SUPPORT FOR SCHOOLS IN LIEU OF PROPERTY TAXES | |||
| COMMITTEE FOR GREEN FOOTHILLS | ||||||||||
| 3921 EAST BAYSHORE ROAD | PALO ALTO | CA | 94303 | 942223302 | 501C4 | $97,500 | SPONSORSHIP NATURE'S INSPIRATION AND GENERAL OPERATING SUPPORT | |||
| SILICON VALLEY BICYCLE COALITION | ||||||||||
| PO BOX 1927 | SAN JOSE | CA | 95109 | 770338658 | 501C3 | $5,000 | SPONSORSHIP OF THE 2019 BIKE SUMMIT | |||
| BAY AREA OPEN SPACE COUNCIL | ||||||||||
| 2150 ALLSTON WAY STE 320 | BERKELEY | CA | 94704 | 461573954 | 501C3 | $25,000 | GENERAL OPERATING SUPPORT | |||
| GOLDEN GATE NATIONAL PARKS CONSERVANCY | ||||||||||
| 201 FORT MASON | SAN FRANCISCO | CA | 94123 | 942781708 | 501C3 | $25,000 | SUPPORT FOR SAN MATEO COUNTYWIDE FINE SCALE VEGETATION MAP PROJECT | |||
| COASTSIDE LAND TRUST | ||||||||||
| PO BOX 3205 | HALF MOON BAY | CA | 94019 | 943290067 | 501C3 | $90,000 | SUPPORT FOR THE CA COASTAL TRAIL PLANNING EFFORTS. | |||
| SANTA CLARA VALLEY OPEN SPACE AUTHORITY | ||||||||||
| 33 LAS COLINAS LANE | SAN JOSE | CA | 95119 | GOVERNMENT | $520,000 | FINANCIAL SUPPORT FOR PROTECTION OF GEIGER PUNCH BOWL AND MARTINEZ PROPERTIES; SUPPORT FOR COYOTE VALLEY CONSERVATION EFFORTS. | $260,888 | FMV PER APPRAISAL | GIFT OF LAND THROUGH BARGAIN SALE OF BARRETT CANYON PROPERTY | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 12 | Total501c3OrgCnt |
| Total Other Org | 1 | 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 (9 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 | $301,038 | $0 | $0 | $0 | $18,964 | $0 | $16,200 | $0 | $36,934 | $0 | $373,136 | $0 | $0 | $0 |
| HEATHER KANTOR | ||||||||||||||
| TREASURER & CFO (TO JULY '18) | $210,609 | $0 | $0 | $0 | $161,896 | $0 | $13,937 | $0 | $31,100 | $0 | $417,542 | $0 | $0 | $0 |
| CURTIS RIFFLE | ||||||||||||||
| VICE PRESIDENT, LAND STEWA | $221,641 | $0 | $0 | $0 | $19,213 | $0 | $10,400 | $0 | $3,115 | $0 | $254,369 | $0 | $0 | $0 |
| MARTHA TEDESCO | ||||||||||||||
| VICE PRESIDENT OF MARKETIN | $177,978 | $0 | $0 | $0 | $464 | $0 | $11,185 | $0 | $40,915 | $0 | $230,542 | $0 | $0 | $0 |
| GORDON CLARK | ||||||||||||||
| SENIOR DIRECTOR OF DEVELOP | $157,256 | $0 | $0 | $0 | $18,597 | $0 | $9,500 | $0 | $20,245 | $0 | $205,598 | $0 | $0 | $0 |
| DIANE CORDOVA | ||||||||||||||
| CHIEF TALENT OFFICER | $151,479 | $0 | $0 | $0 | $389 | $0 | $9,270 | $0 | $13,155 | $0 | $174,293 | $0 | $0 | $0 |
| DAN OLSTEIN | ||||||||||||||
| DIRECTOR OF LAND PROGRAMS | $129,127 | $0 | $0 | $0 | $104 | $0 | $7,934 | $0 | $13,007 | $0 | $150,172 | $0 | $0 | $0 |
| NOELLE THURLOW | ||||||||||||||
| DIRECTOR OF LAND PROGRAMS | $136,133 | $0 | $0 | $0 | $108 | $0 | $8,357 | $0 | $16,904 | $0 | $161,502 | $0 | $0 | $0 |
| JEANINE CRIDER | ||||||||||||||
| DIRECTOR OF PLANNED GIVING | $136,128 | $0 | $0 | $0 | $97 | $0 | $7,916 | $0 | $16,819 | $0 | $160,960 | $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 RESIDES IN A RESIDENCE, 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 | 49 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,572,484 | 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 | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,740,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | SUPPLIES | Desc |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,063 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | 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 (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THREE PEOPLE DONATED WINE FOR EVENTS. ONE PERSON DONATED A PIECE OF FURNITURE. |
| PART I, LINE 32B: | 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. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | JAN GARROD, DIRECTOR, IS THE UNCLE OF ANDREW BOSWORTH WHO IS ALSO A DIRECTOR. |
| 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 | IT IS THE POLICY OF THE BUDGET & COMPENSATION COMMITTEE TO ANNUALLY REVIEW THE COMPENSATION OF ALL OFFICERS UTILIZING A COMPENSATION STUDY WITH MARKET DATA FROM BAY AREA COMPANIES. THE COMMITTEE ALSO REVIEWS PUBLICLY REPORTED COMPENSATION INFORMATION FROM FORM 990 OF RELEVANT NON-PROFITS. THE COMMITTEE CONSIDERS MULTIPLE FACTORS THAT AFFECT COMPENSATION COMPARISONS SUCH AS GEOGRAPHICAL COST OF LIVING, EXPERIENCE, QUALIFICATIONS, AND PERFORMANCE ACHIEVEMENTS. THIS REVIEW IS CONTEMPORANEOUSLY DOCUMENTED IN THE COMMITTEE MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE MADE AVAILABLE VIA THE ORGANIZATION'S WEBSITE EACH YEAR. |
| FORM 990, PART IX, LINE 11G | OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 2,046,982. MANAGEMENT AND GENERAL EXPENSES 570,316. FUNDRAISING EXPENSES 374,935. TOTAL EXPENSES 2,992,233. |
| PART XII, LINE 2C | THE ORGANIZATION MAINTAINS AN AUDIT COMMITTEE THAT ASSUMES OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OVER THE INDEPENDENT ACCOUNTANTS. NO CHANGE TO THE PROCESS OCCURRED FOR THE FYE 6/30/2019. |
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 | 0 | 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 | $39,553 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |