Civic Intelligence

Preserve Calavera

990EZ • Fiscal year 2019 • EIN 33-0955504

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

5020 Nighthawk WayOceanside, CA 92056

(760) 729-3946

Siviq Scores

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

Liabilities / Assets

90th percentile

0.54x

Higher debt load relative to assets than 90% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

99th percentile

9.70x

Higher debt load relative to revenue than 99% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

93rd percentile

56%

Higher net margin than 93% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

75th percentile

25%

Faster asset growth than 75% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

96th percentile

172%

Faster revenue growth than 96% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$321,260

Up $63,582 (+25%) from 2018

Net Assets

Up

$148,603

Up $9,905 (+7.1%) from 2018

Liabilities

Up

$172,656

Up $53,676 (+45%) from 2018

Revenue

Up

$17,795

Up $11,259 (+172%) from 2018

Expenses

Down

$7,890

Down $13,593 (-63%) from 2018

Net Income

Up

$9,905

Up $24,852 (+166%) from 2018

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2015: $621,887Liabilities 2015: $476,547Net Assets 2015: $145,3402015Assets 2016: $342,075Liabilities 2016: $175,707Net Assets 2016: $166,3682016Assets 2017: $397,737Liabilities 2017: $244,092Net Assets 2017: $153,6452017Assets 2018: $257,678Liabilities 2018: $118,980Net Assets 2018: $138,6982018Assets 2019: $321,260Liabilities 2019: $172,656Net Assets 2019: $148,6032019Assets 2020: $311,803Liabilities 2020: $141,909Net Assets 2020: $169,8942020Assets 2021: $318,375Liabilities 2021: $132,064Net Assets 2021: $186,3112021Assets 2022: $4,719,675Liabilities 2022: $141,647Net Assets 2022: $4,578,0282022Assets 2023: $4,644,005Liabilities 2023: $133,498Net Assets 2023: $4,510,5072023Assets 2024: $4,467,847Liabilities 2024: $154,089Net Assets 2024: $4,313,7582024

Highlighted filing

2019

Assets$321,260
Liabilities$172,656
Net Assets$148,603

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2015: $17,443Expenses 2015: $63,273Net Income 2015: -$45,8302015Revenue 2016: $30,696Expenses 2016: $9,668Net Income 2016: $21,0282016Revenue 2017: $5,276Expenses 2017: $17,999Net Income 2017: -$12,7232017Revenue 2018: $6,536Expenses 2018: $21,483Net Income 2018: -$14,9472018Revenue 2019: $17,795Expenses 2019: $7,890Net Income 2019: $9,9052019Revenue 2020: $39,757Expenses 2020: $18,466Net Income 2020: $21,2912020Revenue 2021: $19,531Expenses 2021: $3,114Net Income 2021: $16,4172021Revenue 2022: $23,751Expenses 2022: $35,796Net Income 2022: -$12,0452022Revenue 2023: $112,403Expenses 2023: $62,189Net Income 2023: $50,2142023Revenue 2024: $39,331Expenses 2024: $41,725Net Income 2024: -$2,3942024

Highlighted filing

2019

Revenue$17,795
Expenses$7,890
Net Income$9,905
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.0
Gross Receipts
$17,795
Mission and Program Overview

Mission

To protect, enhance, and restore the natural resources of coastal North San Diego County.

Program Services

DescriptionGrantsExpenses
Preserve Calavera 2019 AccomplishmentsDeveloped and set up a water quality testing program. Preserver Calavera board members lead a group of over 20 volunteers collecting, testing and documenting results of bi-monthly water samples in three North County watersheds. Partnered with Buena Vista Audubon Society for our 8th annual Endangered Species Day Event. Continued monthly volunteer project at four sites in North County restoring native plants and environment.Successfully finalized transfer of Village H to the city of Carlsbad as permanent open space.Continued our Citizen Science projects and public outreach related to wildlife and natural space.Continued with 3rd year of Malk Grant to develop local friends groups (neighbors who get involved in Stewardship of natural areas in their own neighborhoods). Public Education: Planning and preparation for upcoming 4th class of California Naturalist certificate program (in collaboration with University of California Continuing Education). All classes are instructed by Preserve Calavera Board Members.$7,890-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Diane NygaardPresidentPT$0--
Karen MerrillSecretaryPT$0--
Michael LichtmanTreasurerPT$0--
PAIGE DECINOBoard MemberPT$0--
MARY ANNE VINEYBoard MemberPT$0--
Filing and Contact Details

Filer

Filer Name
Preserve Calavera
EIN
33-0955504
Phone
7607293946
Address
5020 NIGHTHAWK WAY, OCEANSIDE, CA 92056

Signing Officer

Name
Michael Lichtman
Title
Treasurer
Signed
2020-11-13
Discuss with paid preparer
No
Supplemental Narrative

Additional Explanations

Other Expenses.1

Project Expense $6440

Other Expenses.2

INSURANCE $806

Other Expenses.3

Misc. $644

Other Assets.2

San Diego Foundation Dep.Rosebrook - Beginning $21931 San Diego Foundation Dep.Rosebrook - Ending $21931

Other Assets.3

San Diego Foundation Dep.Sherman - Beginning $11091 San Diego Foundation Dep.Sherman - Ending $11091

Other Assets.4

NRF RETAINER - Beginning $0 NRF RETAINER - Ending $10000

Total Liabilities.1

Sherman Funds - Beginning $33478 Sherman Funds - Ending $33478

Total Liabilities.2

Robertson Funds - Beginning $4595 Robertson Funds - Ending $3395

Total Liabilities.3

Rosebrook Funds - Beginning $750 Rosebrook Funds - Ending $750

Total Liabilities.4

Village H Funds - Beginning $1054 Village H Funds - Ending $1036

Total Liabilities.5

Quary Creek Funds - Beginning $2297 Quary Creek Funds - Ending $2297

Total Liabilities.6

- Beginning $0 - Ending $0

Total Liabilities.7

- Beginning $0 - Ending $0

Total Liabilities.8

- Beginning $0 - Ending $0

Total Liabilities.9

- Beginning $0 - Ending $0

Total Liabilities.10

Land Aquisition Restricted - Beginning $30715 Land Aquisition Restricted - Ending $30715

Total Liabilities.11

Malk Fund - Beginning $22245 Malk Fund - Ending $19780

Raw XML Appendix169 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Michael Lichtman
IRS990EZ/BooksInCareOfDetail/PhoneNum07607293946
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03511 Simsbury Court
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Carlsbad
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092010
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0224656
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0278238
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt017778
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09905
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0257678
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0321260
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt017795
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt017
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingOtherDesc0Partial Accrual
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0138698
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0148603
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0138698
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0148603
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Diane Nygaard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Karen Merrill
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Michael Lichtman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PAIGE DECINO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARY ANNE VINEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt033022
IRS990EZ/OtherAssetsTotalDetail/EOYAmt043022
IRS990EZ/OtherExpensesTotalAmt07890
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To protect, enhance, and restore the natural resources of coastal North San Diego County.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Preserve Calavera 2019 AccomplishmentsDeveloped and set up a water quality testing program. Preserver Calavera board members lead a group of over 20 volunteers collecting, testing and documenting results of bi-monthly water samples in three North County watersheds. Partnered with Buena Vista Audubon Society for our 8th annual Endangered Species Day Event. Continued monthly volunteer project at four sites in North County restoring native plants and environment.Successfully finalized transfer of Village H to the city of Carlsbad as permanent open space.Continued our Citizen Science projects and public outreach related to wildlife and natural space.Continued with 3rd year of Malk Grant to develop local friends groups (neighbors who get involved in Stewardship of natural areas in their own neighborhoods). Public Education: Planning and preparation for upcoming 4th class of California Naturalist certificate program (in collaboration with University of California Continuing Education). All classes are instructed by Preserve Calavera Board Members.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt07890
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0118980
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0172656
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt07890
IRS990EZ/TotalProgramServiceExpensesAmt07890
IRS990EZ/TotalRevenueAmt017795
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.preservecalavera.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt017778
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt06197
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt05167
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt030486
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt09956
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt069584
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt017
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0339
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0109
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0210
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt07487
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt08162
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.89500
IRS990ScheduleA/PublicSupportPY170Pct00.87340
IRS990ScheduleA/PublicSupportTotal170Amt069584
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt017778
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt06197
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt05167
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt030486
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt09956
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt069584
IRS990ScheduleA/TotalSupportAmt077746
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Project Expense $6440
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INSURANCE $806
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Misc. $644
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3San Diego Foundation Dep.Rosebrook - Beginning $21931 San Diego Foundation Dep.Rosebrook - Ending $21931
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4San Diego Foundation Dep.Sherman - Beginning $11091 San Diego Foundation Dep.Sherman - Ending $11091
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NRF RETAINER - Beginning $0 NRF RETAINER - Ending $10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Sherman Funds - Beginning $33478 Sherman Funds - Ending $33478
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Robertson Funds - Beginning $4595 Robertson Funds - Ending $3395
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Rosebrook Funds - Beginning $750 Rosebrook Funds - Ending $750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Village H Funds - Beginning $1054 Village H Funds - Ending $1036
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Quary Creek Funds - Beginning $2297 Quary Creek Funds - Ending $2297
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11- Beginning $0 - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12- Beginning $0 - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13- Beginning $0 - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14- Beginning $0 - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Land Aquisition Restricted - Beginning $30715 Land Aquisition Restricted - Ending $30715
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Malk Fund - Beginning $22245 Malk Fund - Ending $19780
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Assets.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Assets.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Assets.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Total Liabilities.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Total Liabilities.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Total Liabilities.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Total Liabilities.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Total Liabilities.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Total Liabilities.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Total Liabilities.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Total Liabilities.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Total Liabilities.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Total Liabilities.11
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Michael Lichtman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PRESERVE CALAVERA
ReturnHeader/Filer/BusinessNameControlTxt0PRES
ReturnHeader/Filer/EIN0330955504
ReturnHeader/Filer/PhoneNum07607293946
ReturnHeader/Filer/USAddress/AddressLine1Txt05020 NIGHTHAWK WAY
ReturnHeader/Filer/USAddress/CityNm0OCEANSIDE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092056
ReturnHeader/ReturnTs02020-11-13T09:40:59-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings