Civic Intelligence

San Diego Habitat Conservancy

990 • Fiscal year 2020 • EIN 33-0906648

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 05, 2021

Organization Profilewww.sdhabitat.org
2900 4th Ave 200San Diego, CA 92103

(619) 365-4839

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.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

10th percentile

0.04x

Higher debt load relative to revenue than 10% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Net Margin

95th percentile

70%

Higher net margin than 95% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

15th percentile

$115,086

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 5.3% of source-year revenue.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Asset Growth

72nd percentile

18%

Faster asset growth than 72% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

94th percentile

101%

Faster revenue growth than 94% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$25,154,702

Up $3,810,758 (+18%) from 2019

Net Assets

Up

$25,076,578

Up $3,826,001 (+18%) from 2019

Liabilities

Down

$78,124

Down $15,243 (-16%) from 2019

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin95th percentile

Revenue

Up

$2,181,515

Up $1,097,515 (+101%) from 2019

Expenses

Up

$651,219

Up $47,432 (+7.9%) from 2019

Net Income

Up

$1,530,296

Up $1,050,083 (+219%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$60M$40M$20M$0Assets 2015: $10,863,958Liabilities 2015: $36,164Net Assets 2015: $10,827,7942015Assets 2016: $12,192,092Liabilities 2016: $27,178Net Assets 2016: $12,164,9142016Assets 2017: $16,614,763Liabilities 2017: $89,110Net Assets 2017: $16,525,6532017Assets 2018: $18,579,048Liabilities 2018: $83,418Net Assets 2018: $18,495,6302018Assets 2019: $21,343,944Liabilities 2019: $93,367Net Assets 2019: $21,250,5772019Assets 2020: $25,154,702Liabilities 2020: $78,124Net Assets 2020: $25,076,5782020Assets 2021: $29,581,349Liabilities 2021: $77,676Net Assets 2021: $29,503,6732021Assets 2022: $33,102,576Liabilities 2022: $62,797Net Assets 2022: $33,039,7792022Assets 2023: $38,404,442Liabilities 2023: $154,449Net Assets 2023: $38,249,9932023Assets 2024: $44,342,858Liabilities 2024: $133,358Net Assets 2024: $44,209,5002024

Highlighted filing

2020

Assets$25,154,702
Liabilities$78,124
Net Assets$25,076,578
Open 2020 Filing

Operations Trend

Revenue Growth94th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Revenue 2015: $3,678,655Expenses 2015: $371,591Net Income 2015: $3,307,0642015Revenue 2016: $1,258,176Expenses 2016: $443,900Net Income 2016: $814,2762016Revenue 2017: $3,666,335Expenses 2017: $473,458Net Income 2017: $3,192,8772017Revenue 2018: $3,481,624Expenses 2018: $633,276Net Income 2018: $2,848,3482018Revenue 2019: $1,084,000Expenses 2019: $603,787Net Income 2019: $480,2132019Revenue 2020: $2,181,515Expenses 2020: $651,219Net Income 2020: $1,530,2962020Revenue 2021: $1,776,381Expenses 2021: $788,905Net Income 2021: $987,4762021Revenue 2022: $6,840,271Expenses 2022: $921,763Net Income 2022: $5,918,5082022Revenue 2023: $3,341,781Expenses 2023: $1,132,239Net Income 2023: $2,209,5422023Revenue 2024: $3,848,686Expenses 2024: $1,049,415Net Income 2024: $2,799,2712024

Highlighted filing

2020

Revenue$2,181,515
Expenses$651,219
Net Income$1,530,296
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 5, 2021
Return Version
2020v4.0
Gross Receipts
$2,181,515
Mission and Program Overview

Mission

Acquire, manage and protect land in perpetuity that supports sensitive habitats and species, and to educate and inspire people and communities as stewards and advocates of their natural environment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,845,856$2,049,813▲ $203,957
Land, Buildings, and Equipment, Net$301,063$311,283▲ $10,220
Investments in Publicly Traded Securities$83,521$85,210▲ $1,689
Accounts Receivable$66,760$51,792▼ $14,968
Prepaid Expenses and Deferred Charges$4,001$8,911▲ $4,910
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$21,343,944$25,154,702▲ $3,810,758
Other Assets Total$19,042,743$22,647,693▲ $3,604,950
Liabilities
Accounts Payable and Accrued Expenses$93,367$78,124▼ $15,243
Total Liabilities$93,367$78,124▼ $15,243
Net Assets / Fund Balance
Net Assets With Donor Restrictions$20,715,610$24,456,537▲ $3,740,927
Net Assets Without Donor Restrictions$534,967$620,041▲ $85,074
Total Net Assets Fund Balance$21,250,577$25,076,578▲ $3,826,001
Total Liabilities and Net Assets / Fund Balance$21,343,944$25,154,702▲ $3,810,758

Asset Categories

AssetBook ValueDepreciationBasis
Land$300,499-$300,499
Equipment$10,784$23,336$34,120
Other Assets Org$22,647,693--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$19,327,730$2,075,110▲ $559,747$326,595$21,635,992
2019$16,698,150$2,243,474▲ $788,846$402,740$19,327,730
2018$15,087,571$2,858,209▼ $982,622$265,008$16,698,150
2017$11,073,210$3,057,243▲ $1,108,813$151,695$15,087,571
2016$9,740,309$948,475▲ $475,670$91,244$11,073,210
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Don ScolesExecutive DirecFT$112,336$2,750$115,086

Board Members and Trustees

NameTitle
Eric MonderoPresident
Chelita BorbonMember
Christina SchaeferMember
David ClaycombMember
Joe DuffelMember
Todd CrescenzoMember
Trish Jones MonderoSecretary
Kenneth LittleTreasurer/CFO
Revenue and Support

Revenue Composition

Contributions and Grants
$2,132,291
Program Service Revenue
$28,228
Investment Income
$20,996
Other Revenue
$0
All Other Contributions
$2,132,291
Change in Net Assets
$1,530,296

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,050,963
Revenue Not Reported on Financial Statements
$130,552
Revenue Not Reported on Form 990
$2,426,257
Total Revenue per Audited Statements
$4,477,220
Total Revenue per Form 990
$2,181,515
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$352,667
Other Expenses$298,552
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$152,774$35,493-$188,267
Current Officers, Directors, Trustees, and Key Employees$93,390$21,696-$115,086
Fees for Services Legal$52,279--$52,279
Other Employee Benefits$28,414$815-$29,229
Fees for Services Accounting$20,095$2,740-$22,835
Payroll Taxes$16,268$3,817-$20,085
Occupancy$12,586$1,240-$13,826
Insurance$12,096--$12,096
Other Expenses$9,243$1,331-$10,574
All Other Expenses$5,266$3,345-$8,611
Depreciation Depletion$4,605$687-$5,292
Travel$381$328-$709
Total Functional Expenses$574,909$76,310$0$651,219

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$651,219
Total Expenses per Audited Statements$651,219
Total Expenses per Form 990$651,219
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
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
No
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, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“The secretary, trish jones mondero is related to the president, eric mondero.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The Policy is given to each Board member or employee at the time they join the organization. The SDHC will seek to avoid or disclose and properly manage any conflict of interest that may arise in its operations or transactions, following its corporate bylaws, applicable federal and state law. All persons associated with the SDHC are reminded that the decisions and activities of the board of directors and staff, whether or not addressed in this policy, are governed by an overriding requirement of honesty, good faith, and fiduciary responsibility to the organization.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Compensation for the Executive Director was based on several factors including: compensation for executive directors of non-profits of similar size and complexity, comparable rates for similar functions in for-profit entities, and the resources available according to the operating budget of the organization. As part of an annual performance assessment, compensation is reviewed based on these factors.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
San Diego Habitat Conservancy
EIN
33-0906648
Phone
6193654839
Address
2900 4TH AVE 200, SAN DIEGO, CA 92103

Signing Officer

Name
Don Scoles
Title
Executive Director
Signed
2021-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Don Scoles
Formed
2000
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
6
Volunteers
15

Preparer

Firm
Leaf & Cole LLP
Address
2810 Camino Del Rio South Suite 200, San Diego, CA 92108
Preparer
Michael J Zizzi
Phone
6192947200
Supplemental Narrative

Financial Statement Notes

Part II, Line 5: Summarized Policy

“Monitoring and inspection is outlined in a project-specific Habitat Management Plan (HMP) or similar document (Preserve Management Plans, Open Space Management Plans, etc). A HMP presents required management and monitoring tasks as approved by the resource agencies (U.S. Fish and Wildlife Service, California Department of Fish and Game, Army Corps of Engineers) who have issued permits for a project. The HMP compiles the various permit requirements into one document. In most cases, a conservation easement is placed on the preserved land that limits any activity on the land except for habitat preservation and management of that open space. Depending on the violation, enforcement of the easement is coordinated through the owner or managing entity, local law enforcement, the municipality, and the resource agencies mentioned above.”

Part II, Line 9: Organization Reporting of conservation easements.

“Sdhc records revenue when the conservation easement agreements have been signed and funding for the easements has been determined. Expenses are recorded when work on the conservation easement has been incurred.”

Part V, Line 4: Intended uses of the endowment fund.

“The endowment funds consist of several individual funds established for a variety of purposes related to the entity's exempt purpose.”

Part X : FIN48 Footnote

“The Conservancy is a public charity and is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and Section 23701(d) of the California Revenue and Taxation Code. The Conservancy believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that are material to the financial statements. The Conservancy is not a private foundation.The Conservancys Return of Organization Exempt from Income Tax for the years ended December 31, 2020, 2019, 2016, AND 2015 are subject to examination by the Internal Revenue Service and State taxing authorities, generally three to four years after the returns were filed.”

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IRS990/OtherExpensesGrp/ProgramServicesAmt29579
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IRS990/OtherExpensesGrp/TotalAmt115632
IRS990/OtherExpensesGrp/TotalAmt210595
IRS990/OtherExpensesGrp/TotalAmt310574
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IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03817
IRS990/PayrollTaxesGrp/ProgramServicesAmt016268
IRS990/PayrollTaxesGrp/TotalAmt020085
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04001
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt08911
IRS990/PrincipalOfficerNm0DON SCOLES
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0110000
IRS990/ProgramServiceRevenueGrp/Desc0MANAGEMENT AND ANALYSIS
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IRS990/ProhibitedTaxShelterTransInd0false
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IRS990/PYRevenuesLessExpensesAmt0480213
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IRS990/ReconcilationRevenueExpnssAmt01530296
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
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IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt028228
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01845856
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01186685
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt05337
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0114823
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0345558
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.39120
IRS990ScheduleA/PublicSupportPY170Pct00.47760
IRS990ScheduleA/PublicSupportTotal170Amt04431017
IRS990ScheduleA/SubstantialContributorsTotAmt06780253
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01012822
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03356479
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03522993
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01186685
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt011211270
IRS990ScheduleA/TotalSupportAmt011326093
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
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IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0559747
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt016698150
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0265008
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt015087571
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0948475
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0475670
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt091244
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IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt023336
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt034120
IRS990ScheduleD/ExpensesIncurredEnforcementAmt0574909
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc0THE SAN DIEGO FOUNDATION - ENDOWMENT FND
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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,154,702
Liabilities
$78,124
Net assets
$25,076,578
Revenue
$2,181,515
Expenses
$651,219
Net income
$1,530,296
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$44.3$0.13$44.2$3.85$1.05$2.80
2023Detailed filing. Detailed filing data is available for this year.$38.4$0.15$38.2$3.34$1.13$2.21
2022Detailed filing. Detailed filing data is available for this year.$33.1$0.06$33.0$6.84$0.92$5.92
2021Detailed filing. Detailed filing data is available for this year.$29.6$0.08$29.5$1.78$0.79$0.99
2020Detailed filing. Detailed filing data is available for this year.$25.2$0.08$25.1$2.18$0.65$1.53
2019Detailed filing. Detailed filing data is available for this year.$21.3$0.09$21.3$1.08$0.60$0.48
2018Detailed filing. Detailed filing data is available for this year.$18.6$0.08$18.5$3.48$0.63$2.85
2017Detailed filing. Detailed filing data is available for this year.$16.6$0.09$16.5$3.67$0.47$3.19
2016Detailed filing. Detailed filing data is available for this year.$12.2$0.03$12.2$1.26$0.44$0.81
2015Detailed filing. Detailed filing data is available for this year.$10.9$0.04$10.8$3.68$0.37$3.31