2017-08-31T01:55:09-05:00 2016-12-31 264677183 DZH PHILLIPS LLP 1330 BROADWAY SUITE 630 OAKLAND CA 94612 990 2016-01-01 943232437 SUSTAINABLE CONSERVATION SUST 4159770380 98 BATTERY STREET NO 302 SAN FRANCISCO CA 94111 ASHLEY BOREN EXECUTIVE DIRECTOR 4159770380 2017-08-30 1 HYDEH GHAFFARI P01228587 5108346542 X 64.60.243.130 2017-08-30 12:49:30 PD P 29C329510690AC2AD766FA3FDCF3E14F4B587691 EBFC66DCBA349F2083C74EAC78276C6A9350E58E 2016 2021-01-29 14:40:06Z ASHLEY BOREN 98 BATTERY STREET NO 302 SAN FRANCISCO CA 94111 4289680 0 X WWW.SUSCON.ORG X 1995 CA SUSTAINABLE CONSERVATION (THE ORGANIZATION) PARTNERS WITH BUSINESS, AGRICULTURE, AND GOVERNMENT TO FIND PRACTICAL WAYS TO PROTECT CALIFORNIA'S LAND, AIR, AND WATER THROUGH COLLABORATION. THE ORGANIZATION'S WORK HAS SPANNED RURAL AND URBAN ENVIRONMENTAL ISSUES, RANGING FROM IMPROVING WATER QUALITY IN DAIRY FARMING, TO PROMOTING THE GROWING AND SELLING OF NON-INVASIVE PLANTS IN CALIFORNIA'S HORTICULTURAL INDUSTRY, TO PARTNERING WITH FARMERS IN CALIFORNIA'S SAN JOAQUIN VALLEY ON REGIONAL SOLUTIONS FOR ENSURING ADEQUATE GROUNDWATER SUPPLIES. THE ORGANIZATION WORKS WITH FARMERS TO IDENTIFY WAYS THAT PRODUCERS CAN PROTECT THE ENVIRONMENT, IMPROVE THEIR BOTTOM LINES, AND KEEP THEIR LAND IN PRODUCTION. THE ORGANIZATION ALSO WORKS TO OVERCOME THE TIME, COMPLEXITY, AND COST ASSOCIATED WITH VOLUNTARY HABITAT RESTORATION PROJECTS ON PUBLIC AND PRIVATE LAND. LASTLY, THE ORGANIZATION WORKS WITH BUSINESS AND REGULATORY AGENCIES TO INSURE A MORE SUSTAINABLE WATER SUPPLY FOR FARMING AND COMMUNITIES. 17 17 33 70 0 0 4773060 4167007 30610 6742 57360 42505 6100 3017 4867130 4219271 0 0 0 0 2978667 3094848 13637 53021 953129 1762896 1938402 4755200 5086271 111930 -867000 6587649 5947044 316062 491750 6271587 5455294 X SUSTAINABLE CONSERVATION HELPS CALIFORNIA THRIVE BY UNITING PEOPLE TO SOLVE THE TOUGHEST CHALLENGES FACING OUR LAND, AIR AND WATER. EVERY DAY, WE BRING TOGETHER BUSINESS, LANDOWNERS AND GOVERNMENT TO STEWARD THE RESOURCES THAT WE ALL DEPEND ON IN WAYS THAT MAKE ECONOMIC SENSE. BECAUSE WE KNOW THAT COMMON GROUND IS CALIFORNIA'S MOST IMPORTANT RESOURCE. 0 0 1090729 4600 DAIRIES: WE WORK WITH CALIFORNIA DAIRY PRODUCERS TO PROMOTE MANAGEMENT PRACTICES THAT ARE MORE PROTECTIVE OF WATER AND AIR QUALITY AND WORK ECONOMICALLY. IN 2016, WE TESTED AND REFINED AN INNOVATIVE LIQUID MANURE DRIP IRRIGATION SYSTEM THAT APPLIES NUTRIENTS MORE PRECISELY TO CROP ROOT ZONES, WHICH IN TURN LEADS TO SIGNIFICANTLY LESS NITROGEN LEACHING INTO GROUNDWATER SUPPLIES. THE SYSTEM REDUCED NITRATE LEACHING BY 52% AND INCREASED CROP YIELD BY 15%. WE WERE AWARDED A NATIONAL CONSERVATION INNOVATION GRANT IN 2016 TO SUPPORT ADDITIONAL DEMONSTRATION SITES ON A GEOGRAPHICALLY DIVERSE SET OF DAIRIES. WE WILL DEMONSTRATE THIS SYSTEM CAN BE USED IN A VARIETY OF DAIRY SETTINGS TO PROTECT GROUNDWATER IN CALIFORNIA. WE ALSO WORKED TO ENSURE THAT CALIFORNIA AIR RESOURCES BOARD'S SHORT-LIVED CLIMATE POLLUTANTS PLAN IS SUCCESSFUL IN REDUCING METHANE FROM DAIRIES WHILE MAXIMIZING CO-BENEFITS AND AVOIDING DAIRIES RELOCATING OUTSIDE CALIFORNIA. 967190 ACCELERATING RESTORATION: SUSTAINABLE CONSERVATION MAKES IT EASIER FOR LANDOWNERS TO STEWARD NATURAL RESOURCES. WE WORK WITH THE LEGISLATURE AND GOVERNMENT AGENCIES TO SIMPLIFY THE PERMITTING PROCESS SO LANDOWNERS CAN COMPLETE PROJECTS THAT RESTORE STREAMS, REBUILD HABITAT, AND REDUCE SOIL EROSION IN A FEW MONTHS RATHER THAN A FEW YEARS. IN 2016, WE SECURED A CONSISTENCY DETERMINATION FROM THE COASTAL COMMISSION THAT ALLOWS RESTORATION PROJECTS IN THE COASTAL ZONE TO MOVE FORWARD WITH A MORE EFFICIENT AND TIMELY PROCESS, WHILE ENSURING STRONG PROTECTION OF COASTAL RESOURCES. WE ALSO TRAINED CA DEPT. OF FISH AND WILDLIFE STAFF TO MAKE USE OF THE NEW STATEWIDE PERMIT WE HELPED ESTABLISH THROUGH THE PASSAGE OF THE HABITAT RESTORATION AND ENHANCEMENT ACT. 958926 1092 AGRICULTURE WATER MANAGEMENT: WATER IS IN SHORT SUPPLY IN CALIFORNIA. SUSTAINABLE CONSERVATION EVALUATES NEW WATER MANAGEMENT APPROACHES SO FARMS, THE ENVIRONMENT, AND COMMUNITIES HAVE THE WATER THEY NEED FOR YEARS TO COME. WE WORK IN THE SAN JOAQUIN VALLEY TO EVALUATE AND PROMOTE THE CAPTURE OF STORM WATER FLOOD FLOWS ON ACTIVE FARMLAND TO REPLENISH GROUNDWATER AQUIFERS, CALIFORNIA'S MOST IMPORTANT DROUGHT RESERVE. IN 2016, WE ALSO DEVELOPED A PROTOTYPE GROUNDWATER RECHARGE ASSESSMENT TOOL THAT ENABLES NEWLY FORMED GROUNDWATER SUSTAINABILITY AGENCIES TO IDENTIFY AND PRIORITIZE POTENTIAL GROUNDWATER REPLENISHMENT OPTIONS TO ACHIEVE SUSTAINABLE GROUNDWATER SUPPLIES, AND PARTNERED WITH TWO IRRIGATION DISTRICTS - TULARE, ID AND MADERA, ID - TO DEMONSTRATE THE TOOL. 571934 0 PLANTRIGHT 55676 1050 ECOSYSTEM SERVICES: 627610 1050 3644455 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 35 0 33 1 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 1 0 0 CA X X ASHLEY BOREN 4159770380 98 BATTERY STREET SUITE 302 SAN FRANCISCO CA 94111 CHRIS BUCHBINDER CHAIR 1.50 X X 0 0 0 CHIP KOCH SECRETARY 0.50 X X 0 0 0 MARK VALENTINE TREASURER 0.50 X X 0 0 0 TINA QUINN CO-FOUNDER 1.20 X 0 0 0 CHUCK AHLEM BOARD MEMBER 1.00 X 0 0 0 LAURA BEAUDIN BOARD MEMBER 0.50 X 0 0 0 KIM DELFINO BOARD MEMBER 1.00 X 0 0 0 DAN DOOLEY BOARD MEMBER 1.10 X 0 0 0 CHARLENE HARVEY BOARD MEMBER 0.50 X 0 0 0 JENNIFER HERNANDEZ BOARD MEMBER 0.50 X 0 0 0 PETER KAREIVA BOARD MEMBER 1.00 X 0 0 0 RICHARD LANDERS BOARD MEMBER 0.30 X 0 0 0 STEVE MCCORMICK BOARD MEMBER 1.50 X 0 0 0 ADAN ORTEGA JR BOARD MEMBER 1.00 X 0 0 0 MILES REITER BOARD MEMBER 0.03 X 0 0 0 CINDY STARRETT BOARD MEMBER 0.50 X 0 0 0 STUART WOOLF BOARD MEMBER 1.20 X 0 0 0 ASHLEY BOREN EXECUTIVE DIRECTOR 40.00 X 152990 0 23490 DANIEL MOUNTJOY DIRECTOR OF RESOURCE STEWARDSHIP 40.00 X 124945 0 23852 MARTHA HENDERSON DIRECTOR OF DEVELOPMENT 40.00 X 122351 0 23988 J STACEY SULLIVAN DIRECTOR OF POLICY 40.00 X 109800 0 6660 PAMELA SERGIO DIRECTOR OF HUMAN RESOURCES & ADMINISTRATION 40.00 X 109588 0 24491 JANET MERRYWEATHER SENIOR PROJECT MANAGER 40.00 X 100950 0 19618 720624 0 122099 1 0 1 0 SMILEYJOE LLC 1737 NE ALBERTA STREET SUITE 205 PORTLAND OR 97211 TECHNICAL CONSULTING SERVICES 259250 DELOITTE CONSULTING LLP 555 MISSION STREET SUITE 1400 SAN FRANCISCO CA 94105 STRATEGIC PLANNING SERVICES 250000 THE EARTH GENOME 121 PEPPER DRIVE LOS ALTOS CA 94022 TECHNICAL CONSULTING SERVICES 137874 UC REGENTS PO BOX 989062 WEST SACRAMENTO CA 957989062 TECHNICAL CONSULTING SERVICES 128311 NETAFIM IRRIGATION INC 5470 EAST HOME AVENUE FRESNO CA 93727 TECHNICAL CONSULTING SERVICES 107178 0 319875 3847132 4167007 CLIENT SERVICES 541900 6742 6742 6742 49126 49126 63788 70409 -6621 -6621 -6621 MISCELLANEOUS REVENUE 900099 3017 3017 3017 4219271 9759 0 42505 X 176480 121624 27207 27649 2303177 1486742 301109 515326 115474 72147 16638 26689 312894 196276 45258 71360 186823 117411 27005 42407 26917 26917 43067 43067 53021 53021 1259680 1226239 14847 18594 66735 13967 30782 21986 76265 18586 53667 4012 262027 13200 248827 75044 67015 2630 5399 75341 34872 7846 32623 2725 2725 13460 13460 COMMON COSTS 0 262597 -385501 122904 RECRUITMENT & STAFF DEV 17022 7900 6131 2991 DUES AND SUBSCRIPTIONS 10920 5879 935 4106 BANK CHARGES 9035 0 5137 3898 164 164 5086271 3644455 488687 953129 X 11178 0 10396 782 500777 538168 2025754 2197848 2496829 1526751 124090 186600 66100 64968 60174 31032 1891 29142 1351626 1381431 20582 22136 6587649 5947044 303082 472865 1109 11871 18885 316062 491750 X 1836550 1391679 3457255 3083615 977782 980000 6271587 5455294 6587649 5947044 -867000 50707 0 X 0 1 X 1 0 X 3618097 6491122 3878253 4773060 4167007 22927539 3618097 6491122 3878253 4773060 4167007 22927539 6881760 16045779 30232 34603 72495 57681 49126 244137 3200 3450 3047 6100 3017 18814 23190490 171017 0.69190 0.59780 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS RECEIPTS - 2012 AMOUNT: $ 3,200. 2013 AMOUNT: $ 3,450. 2014 AMOUNT: $ 3,047. 2015 AMOUNT: $ 6,100. 2016 AMOUNT: $ 3,017. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 275 0 0 275 0 0 PART II-B, LINE 1: SUSTAINABLE CONSERVATION ATTENDED A MEETING WITH SENATOR RICHARD LARA'S CHIEF OF STAFF CONCERNING THE SENATOR'S INTENTION TO INCORPORATE THE SHORT LIVED CLIMATE POLLUTANT STRATEGY DEVELOPED BY THE AIR BOARD INTO LEGISLATION. WE HAD SOME SERIOUS CONCERNS ABOUT PROVISIONS IN THAT STRATEGY RELEVANT TO CALIFORNIA DAIRIES, AND WE REQUEST THAT SENATOR LARA TAKE THOSE CONCERNS INTO ACCOUNT WHEN HIS STAFF DRAFTED THE TEXT OF THE PROPOSED BILL, WHICH WAS INTRODUCED ON FEBRUARY 19, 2016 AS SB 1383. 1351626 1109 89480 60784 1381431 1279434 138500 10783 77091 1351626 1215650 500 63284 1279434 1032538 3200 179912 1215650 993839 200 108873 70374 1032538 0.07000 0.71000 0.22000 0 0 18080 18080 0 42094 12952 29142 29142 DEFERRED RENT LIABILITY 18885 18885 4330205 50707 60227 110934 4219271 0 4219271 5146498 60227 60227 5086271 0 5086271 PART V, LINE 4: THE PURPOSE OF THE ORGANIZATION'S ENDOWMENT FUNDS IS TO PROVIDE SUPPORT FOR THE ORGANIZATION'S OPERATIONS. X X X X X 1 KAY SPRINKEL GRACE PO BOX 475578 SAN FRANCISCO CA 94147 FUNDRAISER CONSULTANT 0 0 781 -781 MARY M SCHMIDT 254 SWETT ROAD WOODSIDE CA 94062 GRANT WRITER CONSULTANT 0 0 1725 -1725 CONCORD LITHO GROUP INC 92 OLD TURNPIKE RD CONCORD NH 03301 FUNDRAISER CONSULTANT 0 0 50515 -50515 53021 -53021 CA X X 0 0 0 0 0 0 0 0 0 ASHLEY BOREN EXECUTIVE DIRECTOR 152990 0 0 0 0 0 7925 0 15565 0 176480 0 0 0 X 3 20500 FAIR MARKET VALUE X SUPPLIES 4 5383 SELLING PRICE 0 1 0 FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DID NOT HAVE A COMMITTEE WITH AUTHORITY TO ACT ON BEHLAF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF FORM 990 IS REVIEWED BY MANAGEMENT AND THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS PRIOR TO FILING. THE COMMITTEE MEETS WITH MANAGEMENT AND THE TAX PREPARER AS NECESSARY TO REVIEW THE FORM 990, RELATED SCHEDULES AND SUPPORTING DOCUMENTATION. IF CHANGES TO THE FORM ARE REQUESTED, A REVISED COPY IS REVIEWED BY MANAGEMENT AND SENT TO THE COMMITTTEE. THE COMMITTEE APPROVES THE FILING AND MAKES A RECOMMENDATION TO THE FULL BOARD TO RATIFY THE FILING AT THE NEXT BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUESTS ALL BOARD MEMBERS TO SIGN A CONFLICT OF INTEREST STATEMENT ONCE A YEAR. FORM 990, PART VI, SECTION B, LINE 15A THE GOVERNANCE COMMITTEE IS COMPOSED ENTIRELY OF PEOPLE THAT HAVE NO CONFLICT OF INTEREST WITH SUSTAINABLE CONSERVATION, ITS OFFICERS/KEY EMPLOYEES OR ITS COMPENSATION ARRANGEMENTS. IT IS RESPONSIBLE FOR CONDUCTING THE PERFORMANCE AND COMPENSATION REVIEW OF THE EXECUTIVE DIRECTOR. THE PERFORMANCE REVIEW PROCESS INCLUDES A SELF REVIEW BY THE EXECUTIVE DIRECTOR, DISCUSSION WITH THE COMMITTEE AND A DISCUSSION AMONGST THE COMMITTEE THEN BY THE BOARD. A WRITTEN PERFORMANCE REVIEW IS INCLUDED IN THE PERSONNEL FILE OF THE EXECUTIVE DIRECTOR. THE COMMITTEE ALSO REVIEWS COMPENSATION INFORMATION OF COMPARABLE POSITIONS AT ENVIRONMENTAL ORGANIZATION OF SIMILAR SIZES IN THE BAY AREA AND MAKES A COMPENSATION RECOMMENDATION TO THE FULL BOARD. THE FULL BOARD THEN DISCUSSES THE RECOMMENDATION AND DECIDES ON THE COMPENSATION ANNUALLY AND A RECORD IS PUT IN THE EXECUTIVE DIRECTOR'S PERSONNEL FILE. EXECUTIVE DIRECTOR'S LAST COMPENSATION REVIEW WAS IN 2016. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G HONORARIUM: PROGRAM SERVICE EXPENSES 450. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 450. RECRUITMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 2,750. TOTAL EXPENSES 2,750. COMMUNICATIONS: PROGRAM SERVICE EXPENSES 21,271. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 21,271. GRAPHIC/PROMOTIONAL MAT DESIGN: PROGRAM SERVICE EXPENSES 2,172. MANAGEMENT AND GENERAL EXPENSES 9,930. FUNDRAISING EXPENSES 8,288. TOTAL EXPENSES 20,390. TECHNICAL/RESEARCH CONSULTING: PROGRAM SERVICE EXPENSES 952,346. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 952,346. PAYROLL SERVICE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 4,917. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,917. GENERAL PROGRAM SERVICES: PROGRAM SERVICE EXPENSES 250,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 7,529. TOTAL EXPENSES 257,529. COMMISSION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 27. TOTAL EXPENSES 27. FORM 990, PART IX, LINE 24E LICENSES, FEES & MISCELLANEOUS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 164. TOTAL EXPENSES 164.