Civic Intelligence

Preserve Calavera

990 • Fiscal year 2022 • EIN 33-0955504

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 11, 2023

Organization Profilewww.preservecalavera.org
5020 Nighthawk WayOceanside, CA 92056

(760) 579-1729

Siviq Scores

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

Liabilities / Assets

41st percentile

0.03x

Higher debt load relative to assets than 41% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

97th percentile

5.96x

Higher debt load relative to revenue than 97% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

7th percentile

-51%

Higher net margin than 7% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

100th percentile

1382%

Faster asset growth than 100% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

67th percentile

22%

Faster revenue growth than 67% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$4,719,675

Up $4,401,300 (+1382%) from 2021

Net Assets

Up

$4,578,028

Up $4,391,717 (+2357%) from 2021

Liabilities

Up

$141,647

Up $9,583 (+7.3%) from 2021

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin7th percentile

Revenue

Up

$23,751

Up $4,220 (+22%) from 2021

Expenses

Up

$35,796

Up $32,682 (+1050%) from 2021

Net Income

Down

-$12,045

Down $28,462 (-173%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

2022

Assets$4,719,675
Liabilities$141,647
Net Assets$4,578,028
Open 2022 Filing

Operations Trend

Revenue Growth67th percentile

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

2022

Revenue$23,751
Expenses$35,796
Net Income-$12,045
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 11, 2023
Return Version
2022v5.0
Gross Receipts
$23,751
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$186,311$4,578,028▲ $4,391,717
Savings and Temporary Cash Investments$274,848$262,883▼ $11,965
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$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-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$318,376$4,719,675▲ $4,401,299
Other Assets Total$43,528$4,456,792▲ $4,413,264
Liabilities
Other Liabilities$132,065$141,647▲ $9,582
Total Liabilities$132,065$141,647▲ $9,582
Net Assets / Fund Balance
Total Net Assets Fund Balance$186,311$4,578,028▲ $4,391,717
Total Liabilities and Net Assets / Fund Balance$318,376$4,719,675▲ $4,401,299

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$3,231--
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Diane NygaardPresident
Anne-catherine Roch-levecqBoard Member
Ellen BartlettBoard Member
Paige DecinoBoard Member
Karen MerrillSecretary
Michael LichtmanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$23,729
Program Service Revenue
$0
Investment Income
$22
Other Revenue
$0
All Other Contributions
$23,729
Change in Net Assets
$-12,045
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$35,796
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Legal$29,240--$29,240
Other Expenses$256--$256
All Other Expenses$176--$176
Total Functional Expenses$35,796$0$0$35,796
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
So Cal Watershed$40,000
Sherman Fund$33,478
Loma Alta Creek$30,000
Land Aquisition Restricted$28,215
Robertson Funds$3,395
Quary Creek Funds$2,297
El Salto$1,406
Water Quality$1,067
Village H Funds$1,036
Rosebrook Funds$750
Rounding$3
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
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, Section B, Line 11B

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Preserve Calavera
EIN
33-0955504
Phone
7605791729
Address
5020 NIGHTHAWK WAY, OCEANSIDE, CA 92056

Signing Officer

Name
Michael Lichtman
Title
Treasurer
Signed
2023-11-11
Discuss with paid preparer
No

Organization Details

Formed
2002
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
0
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Settlement funds direct to san diego foundation = $4403762”

Raw XML Appendix391 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.

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IRS990/Desc0Preserve Calavera Highlights for 2022Wildlife protection: Performed data collection and analysis on wildlife corridor at Village H which led to revisions in dog off-leash and parking measures. Water Quality: Led the protection of sacred El Salto falls, by performing water quality monitoring that detected increased e. Coli bacteria. This contributed to focused groups clean-ups and a grant for protective fencing. Water Quality Monitoring: Preserve Calavera continues to lead the ongoing bimonthly regional water shed testing. This includes providing supplies, leading volunteers, water and data collection, testing samples, and analyzing results. In addition, this years testing was expanded into DNA and microplastics testing.Climate Change/Green House Gas (GHG) Reduction: Established the Oceanside Green House Gas Emissions Reduction Fund (OGHGERF), to support GHG reduction projects in oceanside. The initial funds came from the North River Farms development settlement agreement. This is the first such fund created in the region to mitigate emissions locally. Protecting Endangered Species: Participated in Pollinator and Endangered Species Day events.Restoring Native Habitat: Lead monthly volunteer team at Ranch La Costa for on-going grassland mitigation. This includes plantings, waterings, and removal of invasive species. Education/Outreach: Graduated the next class of California Naturalists (in conjunction with University of California, San Diego) with weekly class instruction provided by Preserve Calavera Board Members. This includes first bi-lingual hike, annual wildflower hike, and citizen scientist projects.Reducing Impacts of Development: Continue to review and comment on numerous projects in Coastal North County to reduce impacts on the regions natural lands, wildlife, and greenhouse gases.
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt017778
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt06197
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc3San Diego Foundation Dep Sherman
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt63
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt840000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt91036
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt101067
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0EL SALTO
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Land Aquisition Restricted
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Loma Alta Creek
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3Quary Creek Funds
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4Robertson Funds
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc5Rosebrook Funds
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc6Rounding
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc7Sherman Fund
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc8So Cal Watershed
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc9Village H Funds
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc10Water Quality
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IRS990ScheduleD/TotalLiabilityAmt0141647
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SETTLEMENT FUNDS DIRECT TO SAN DIEGO FOUNDATION = $4403762
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part XI, Line 9
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0OCEANSIDE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092056
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
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ReturnHeader/BusinessOfficerGrp/PersonNm0Michael Lichtman
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ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-11
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ReturnHeader/ReturnTs02023-11-11T09:14:21-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Michael
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Lichtman
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,719,675
Liabilities
$141,647
Net assets
$4,578,028
Revenue
$23,751
Expenses
$35,796
Net income
-$12,045
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.47$0.15$4.31$0.04$0.04$0.00
2023Detailed filing. Detailed filing data is available for this year.$4.64$0.13$4.51$0.11$0.06$0.05
2022Detailed filing. Detailed filing data is available for this year.$4.72$0.14$4.58$0.02$0.04$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.32$0.13$0.19$0.02$0.00$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.31$0.14$0.17$0.04$0.02$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.32$0.17$0.15$0.02$0.01$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.26$0.12$0.14$0.01$0.02$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.40$0.24$0.15$0.01$0.02$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.34$0.18$0.17$0.03$0.01$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.62$0.48$0.15$0.02$0.06$0.05