Civic Intelligence

Endangered Habitats Conservancy

990 • Fiscal year 2023 • EIN 20-4349028

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 01, 2024

PO Box 22438San Diego, CA 92192-2438

(619) 284-1121

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

8th percentile

0.00x

Higher debt load relative to assets than 8% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

44th percentile

0.30x

Higher debt load relative to revenue than 44% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Net Margin

6th percentile

-50%

Higher net margin than 6% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

21st percentile

$203,620

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 18.6% of source-year revenue.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Asset Growth

22nd percentile

-0.9%

Faster asset growth than 22% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

2nd percentile

-79%

Faster revenue growth than 2% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Assets

Flat

$68,651,501

Flat from 2023

Net Assets

Flat

$68,317,174

Flat from 2023

Liabilities

Flat

$334,327

Flat from 2023

Revenue

Flat

$1,096,689

Flat from 2023

Expenses

Flat

$1,640,232

Flat from 2023

Net Income

Flat

-$543,543

Flat from 2023

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80M$60M$40M$20M$0Assets 2010: $5,019,652Liabilities 2010: $900,000Net Assets 2010: $4,119,6522010Assets 2011: $13,741,174Liabilities 2011: $1,050,000Net Assets 2011: $12,691,1742011Assets 2012: $15,061,872Liabilities 2012: $1,102,187Net Assets 2012: $13,959,6852012Assets 2013: $27,153,151Liabilities 2013: $226,706Net Assets 2013: $26,926,4452013Assets 2014: $29,460,689Liabilities 2014: $467,911Net Assets 2014: $28,992,7782014Assets 2015: $43,681,195Liabilities 2015: $178,445Net Assets 2015: $43,502,7502015Assets 2016: $47,492,965Liabilities 2016: $1,958,090Net Assets 2016: $45,534,8752016Assets 2017: $45,811,611Liabilities 2017: $809,114Net Assets 2017: $45,002,4972017Assets 2018: $46,484,566Liabilities 2018: $435,591Net Assets 2018: $46,048,9752018Assets 2019: $48,805,817Liabilities 2019: $624,178Net Assets 2019: $48,181,6392019Assets 2020: $71,239,197Liabilities 2020: $773,754Net Assets 2020: $70,465,4432020Assets 2021: $74,903,000Liabilities 2021: $413,902Net Assets 2021: $74,489,0982021Assets 2022: $69,296,401Liabilities 2022: $601,742Net Assets 2022: $68,694,6592022Assets 2023: $68,651,501Liabilities 2023: $334,327Net Assets 2023: $68,317,1742023Assets 2023: $68,651,501Liabilities 2023: $334,327Net Assets 2023: $68,317,1742023Assets 2024: $70,461,610Liabilities 2024: $524,007Net Assets 2024: $69,937,6032024

Highlighted filing

2023

Assets$68,651,501
Liabilities$334,327
Net Assets$68,317,174

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0-$10MExpenses 2010: $763,9982010Expenses 2011: $1,050,9232011Expenses 2012: $893,3262012Revenue 2013: $14,144,424Expenses 2013: $1,177,664Net Income 2013: $12,966,7602013Revenue 2014: $3,278,395Expenses 2014: $1,212,062Net Income 2014: $2,066,3332014Revenue 2015: $15,739,759Expenses 2015: $1,229,759Net Income 2015: $14,510,0002015Revenue 2016: $3,081,314Expenses 2016: $1,049,207Net Income 2016: $2,032,1072016Revenue 2017: $1,065,892Expenses 2017: $1,598,270Net Income 2017: -$532,3782017Revenue 2018: $2,146,425Expenses 2018: $1,101,643Net Income 2018: $1,044,7822018Revenue 2019: $5,036,685Expenses 2019: $2,904,206Net Income 2019: $2,132,4792019Revenue 2020: $24,116,415Expenses 2020: $1,844,153Net Income 2020: $22,272,2622020Revenue 2021: $5,586,377Expenses 2021: $1,533,425Net Income 2021: $4,052,9522021Revenue 2022: $5,200,353Expenses 2022: $10,914,296Net Income 2022: -$5,713,9432022Revenue 2023: $1,096,689Expenses 2023: $1,640,232Net Income 2023: -$543,5432023Revenue 2023: $1,096,689Expenses 2023: $1,640,232Net Income 2023: -$543,5432023Revenue 2024: $3,449,584Expenses 2024: $1,759,795Net Income 2024: $1,689,7892024

Highlighted filing

2023

Revenue$1,096,689
Expenses$1,640,232
Net Income-$543,543
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 1, 2024
Return Version
2023v5.1
Gross Receipts
$1,197,684
Mission and Program Overview

Mission

Is to acquire, manage, monitor and maintain land in california for habitat protection and restoration, agricultural preservation, and other conservation purposes. Ehc currently manages approximately 7,900 acres of conserved open space lands.

Acquire, manage, monitor and maintain land in california for habitat protection.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$67,919,484$67,799,951▼ $119,533
Savings and Temporary Cash Investments$962,566--
Investments Other Securities$208,318$354,020▲ $145,702
Cash and Non-Interest-Bearing Accounts$99,021$349,050▲ $250,029
Accounts Receivable$107,012$148,480▲ $41,468
Total Assets$69,296,401$68,651,501▼ $644,900
Liabilities
Mortgage Notes Payable Secured by Investment Property$335,214$277,217▼ $57,997
Deferred Revenue$167,887$0▼ $167,887
Accounts Payable and Accrued Expenses$98,641$57,110▼ $41,531
Total Liabilities$601,742$334,327▼ $267,415
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$64,985,777$64,597,189▼ $388,588
Net Assets With Donor Restrictions$3,708,882$3,719,985▲ $11,103
Total Net Assets Fund Balance$68,694,659$68,317,174▼ $377,485
Total Liabilities and Net Assets / Fund Balance$69,296,401$68,651,501▼ $644,900

Asset Categories

AssetBook ValueDepreciationBasis
Land$67,212,655-$67,212,655
Buildings$470,000-$470,000
Other Land Buildings$117,296$180,359$297,655

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$3,244,911-▲ $331,248$165,821$3,410,338
2022-$3,204,879▲ $67,630$27,598$3,244,911
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
D Scott GrimesVice PresidentFT$188,500$15,120$203,620
Michael J BeckPresidentFT$125,000$35,798$160,798
Dr Daniel SilverBoard Member--$125,000$125,000
Jess MortonTreasurer--$37,500$37,500

Board Members and Trustees

NameTitle
Peter DesimoneBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$1,012,024
Program Service Revenue
$60,000
Investment Income
$15,573
Other Revenue
$9,092
All Other Contributions
$864,712
Change in Net Assets
$-543,543
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$897,357
Salaries, Compensation, and Employee Benefits$712,375
Grants and Similar Amounts Paid$30,500
Total Fundraising Expense$29,154
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$247,805$87,461$29,154$364,420
Fees for Services Other$305,706$7,628-$313,334
Other Salaries and Wages$276,726--$276,726
Fees for Services Accounting$41,614$28,397-$70,011
Insurance$34,535$24,834-$59,369
Travel$51,108--$51,108
Occupancy$47,015--$47,015
Payroll Taxes$41,031$3,198-$44,229
Grants to Domestic Orgs$30,500--$30,500
Depreciation Depletion$30,047--$30,047
Other Expenses$28,287$0-$28,287
Pension Plan Contributions$27,000--$27,000
Interest$5,382$14,821-$20,203
Information Technology$18,468--$18,468
Fees for Services Legal$17,797--$17,797
All Other Expenses$17,061--$17,061
Office Expenses$6,854$1,107-$7,961
Total Functional Expenses$1,442,414$168,664$29,154$1,640,232
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ocean Discovery InstituteSan Diego, CA501c3Special Projects and Initiatives$30,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Michael beck, dr. Daniel silver and jess morton have a business relationship.

Form 990, Part VI, Section B, Line 11B

Our 990 form is reviewed and finalized by our vice president, who manages the organization's fiscal and administrative matters, in consultation with our volunteer treasurer. It is then disseminated electronically to the board members.

Form 990, Part VI, Section B, Line 12C

The organization has the officers and board members sign annually a disclosure form explaining any conflicts if any. The president regularly monitors the affiliations and interests of each board member to ensure compliance with the organization's conflict of interest policy.

Form 990, Part VI, Section B, Line 15

Compensation for the president is set by the board of directors, with reference to the most recent salary survey of the land trust alliance. Compensation for the vice president is set by the president. Compensation for the vice president is also set in reference to the salary survey of the land trust alliance.

Form 990, Part VI, Section C, Line 19

Governing documents of the organization are available to members of the public upon request.

Filing and Contact Details

Filer

Filer Name
Endangered Habitats Conservancy
EIN
20-4349028
Phone
6192841121
Address
PO BOX 22438, SAN DIEGO, CA 92192-2438

Signing Officer

Name
D Scott Grimes
Title
Vice President
Phone
6192841121
Signed
2024-10-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
D Scott Grimes
Formed
2005
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
1
Employees
7
Volunteers
25

Preparer

Firm
Aldrich Cpas and Advisors Llp
Address
1903 WRIGHT PLACE 180, CARLSBAD, CA 92008
Preparer
Catherine a Preciso Smith CPA
Phone
7604318440
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Consultants: program service expenses 305,706. Management and general expenses 0. Fundraising expenses 0. Total expenses 305,706. Payroll processing fee: program service expenses 0. Management and general expenses 5,186. Fundraising expenses 0. Total expenses 5,186. Retirement plan admin fee: program service expenses 0. Management and general expenses 2,442. Fundraising expenses 0. Total expenses 2,442.

FORM 990, PART XI, LINE 9:

Returned grant project -11,940.

Financial Statement Notes

PART V, LINE 4:

This endowment has been established to be held, managed, invested and disbursed by san diego foundation solely for, and permanently restricted to, the long-term stewardship of the property known as montecito ranch property in the community of ramona, san diego county, california, consisting of approximately 935 acres.

Schedule D, Part II Line 9

Easement #1 - requires the preservation of critical habitat for several species. The easement confines the use of the property to activities that are consistent with such purposes. The organization did not assign a value on this accepted easement.

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IRS990/Desc0DEVELOPED AND ADVANCED THE ACQUISITION OF SENSITIVE RIPARIAN AND COASTAL SAGE SCRUB HABITAT IN THE SAN DIEGO REGION. ACTIVITIES INCLUDED INTERFACING WITH STATE AND FEDERAL WILDLIFE AGENCIES, PLANNING AND ANALYSIS, DIALOGUE WITH PROPERTY OWNERS, THE DEVELOPMENT OF LEGAL AGREEMENTS, CREATING HABITAT MANAGEMENT PLANS AND STRATEGIES, COMMISSIONING WILDLIFE MOVEMENT STUDIES AND OTHER BIOLOGICAL MONITORING CONTRACTS, CONDUCTING SITE VISITS, GIS MAPPING OF RESOURCE VALUES, AND FINALIZING AND IMPLEMENTING PUBLIC GRANT AGREEMENTS. IMPLEMENTED HABITAT STEWARDSHIP AND HABITAT RESTORATION PLANS AT SITES IN SAN DIEGO COUNTY. ACTIVITIES INCLUDED REVEGETATION, CONTROL OF INVASIVE PLANTS, VOLUNTEER COORDINATION AND BIOLOGICAL MONITORING.
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IRS990/OtherExpensesGrp/Desc3SPECIAL PROJECTS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21218
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt0134412
IRS990/OtherExpensesGrp/ProgramServicesAmt146904
IRS990/OtherExpensesGrp/ProgramServicesAmt234162
IRS990/OtherExpensesGrp/ProgramServicesAmt328287
IRS990/OtherExpensesGrp/TotalAmt0134412
IRS990/OtherExpensesGrp/TotalAmt146904
IRS990/OtherExpensesGrp/TotalAmt235380
IRS990/OtherExpensesGrp/TotalAmt328287
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/Desc1CASH REWARDS CREDIT CA
IRS990/OtherRevenueMiscGrp/ExclusionAmt06767
IRS990/OtherRevenueMiscGrp/ExclusionAmt12325
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt06767
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt12325
IRS990/OtherRevenueTotalAmt09092
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0276726
IRS990/OtherSalariesAndWagesGrp/TotalAmt0276726
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03198
IRS990/PayrollTaxesGrp/ProgramServicesAmt041031
IRS990/PayrollTaxesGrp/TotalAmt044229
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt027000
IRS990/PensionPlanContributionsGrp/TotalAmt027000
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0D SCOTT GRIMES
IRS990/PriorPeriodAdjustmentsAmt0165925
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0CONTRACT SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt060000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt060000
IRS990/ProgSrvcAccomActy2Grp/Desc0PLANNING, PERMITTING AND FEASIBILITY ACTIVITIES RELATED TO A PLANNED WETLANDS AND RIPARIAN HABITAT RESTORATION PROJECT IN SONOMA COUNTY. ACTIVITIES INCLUDED COMMISSIONING BIOLOGICAL AND HYDROLOGICAL STUDIES, COMMUNITY RELATIONS, MEETING WITH GOVERNMENT AGENCIES AND DESIGN EXERCISES FOR THE SITE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0421656
IRS990/ProgSrvcAccomActy3Grp/Desc0MANAGED THE 2,800 ACRE CRESTRIDGE ECOLOGICAL RESERVE UNDER A LONG-TERM CONTRACT WITH THE CALIFORNIA DEPARTMENT OF FISH AND WILDLIFE. ACTIVITIES INCLUDED CONTROL OF INVASIVE PLANTS, BIOLOGICAL MONITORING, COMMUNITY RELATIONS, FENCE AND SIGNAGE INSTALLATION AND REPAIR, TRAIL MAINTENANCE AND ONGOING RESTORATION OF AN OAK GROVE ON THE RESERVE.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0477404
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04997045
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt09392464
IRS990/PYInvestmentIncomeAmt08948
IRS990/PYOtherExpensesAmt0883920
IRS990/PYOtherRevenueAmt011807
IRS990/PYProgramServiceRevenueAmt0182553
IRS990/PYRevenuesLessExpensesAmt0-5713943
IRS990/PYSalariesCompEmpBnftPaidAmt0637912
IRS990/PYTotalExpensesAmt010914296
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05200353
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-543543
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt060000
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0962566
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01012024
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04997045
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt05376182
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt023926313
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt04727097
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt040038661
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt013568
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt08948
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt06198
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt05012
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt09124
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt042850
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0880946
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt09092
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt011807
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt013217
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt012017
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt012144
IRS990ScheduleA/OtherIncome170Grp/TotalAmt058277
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.89310
IRS990ScheduleA/PublicSupportPY170Pct00.89130
IRS990ScheduleA/PublicSupportTotal170Amt035849121
IRS990ScheduleA/SubstantialContributorsTotAmt04189540
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01012024
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt04997045
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt05376182
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt023926313
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt04727097
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt040038661
IRS990ScheduleA/TotalSupportAmt040139788
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0470000
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0470000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt03244911
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt03410338
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0331248
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0165821
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt03204879
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt03244911
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt067630
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt027598
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/ExpensesIncurredEnforcementAmt0750
IRS990ScheduleD/HistoricStrctrEasementsAftrCnt00
IRS990ScheduleD/HistoricStructureEasementsCnt00
IRS990ScheduleD/LandGrp/BookValueAmt067212655
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt067212655
IRS990ScheduleD/ModifiedEasementsCnt00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0117296
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0180359
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0297655
IRS990ScheduleD/PreservationOpenSpaceInd0X
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/ProtectionNaturalHabitatInd0X
IRS990ScheduleD/Section170hRqrStsfdInd01
IRS990ScheduleD/StaffHoursSpentEnforcementCnt048.00
IRS990ScheduleD/StatesEasementsHeldCnt01
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THIS ENDOWMENT HAS BEEN ESTABLISHED TO BE HELD, MANAGED, INVESTED AND DISBURSED BY SAN DIEGO FOUNDATION SOLELY FOR, AND PERMANENTLY RESTRICTED TO, THE LONG-TERM STEWARDSHIP OF THE PROPERTY KNOWN AS MONTECITO RANCH PROPERTY IN THE COMMUNITY OF RAMONA, SAN DIEGO COUNTY, CALIFORNIA, CONSISTING OF APPROXIMATELY 935 ACRES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1EASEMENT #1 - REQUIRES THE PRESERVATION OF CRITICAL HABITAT FOR SEVERAL SPECIES. THE EASEMENT CONFINES THE USE OF THE PROPERTY TO ACTIVITIES THAT ARE CONSISTENT WITH SUCH PURPOSES. THE ORGANIZATION DID NOT ASSIGN A VALUE ON THIS ACCEPTED EASEMENT.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PART II LINE 9
IRS990ScheduleD/TotalAcreageCnt0657.00
IRS990ScheduleD/TotalBookValueLandBuildingsAmt067799951
IRS990ScheduleD/TotalEasementsCnt03
IRS990ScheduleD/WrittenPolicyMonitoringInd01
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt030500
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SPECIAL PROJECTS AND INITIATIVES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0OCEAN DISCOVERY INSTITUTE
IRS990ScheduleI/RecipientTable/RecipientEIN0330862531
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt04255 THORN STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SAN DIEGO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd092105
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0188500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1125000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt135000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt015120
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt1798
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$70.5$0.52$69.9$3.45$1.76$1.69
2023Detailed filing. Detailed filing data is available for this year.$68.7$0.33$68.3$1.10$1.64$0.54
2023Summary only. Only limited summary data is available for this year.$68.7$0.33$68.3$1.10$1.64$0.54
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$69.3$0.60$68.7$5.20$10.9$5.71
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$74.9$0.41$74.5$5.59$1.53$4.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$71.2$0.77$70.5$24.1$1.84$22.3
2019Summary only. Only limited summary data is available for this year.$48.8$0.62$48.2$5.04$2.90$2.13
2018Summary only. Only limited summary data is available for this year.$46.5$0.44$46.0$2.15$1.10$1.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.8$0.81$45.0$1.07$1.60$0.53
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$47.5$1.96$45.5$3.08$1.05$2.03
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.7$0.18$43.5$15.7$1.23$14.5
2014Detailed filing. Detailed filing data is available for this year.$29.5$0.47$29.0$3.28$1.21$2.07
2013Detailed filing. Detailed filing data is available for this year.$27.2$0.23$26.9$14.1$1.18$13.0
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.1$1.10$14.0$0.89
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.7$1.05$12.7$1.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.02$0.90$4.12$0.76