Civic Intelligence

Carrizo Plain Conservancy

990 • Fiscal year 2020 • EIN 38-3920272

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 25, 2021

P O Box 274San Luis Obispo, CA 93406

(805) 781-9624

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

7th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

79th percentile

25%

Higher net margin than 79% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

31st percentile

0.4%

Faster asset growth than 31% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

92nd percentile

82%

Faster revenue growth than 92% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Assets

Up

$5,727,846

Up $22,903 (+0.4%) from 2019

Net Assets

Up

$5,727,846

Up $22,903 (+0.4%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$92,679

Up $41,724 (+82%) from 2019

Expenses

Down

$69,777

Down $44,606 (-39%) from 2019

Net Income

Up

$22,902

Up $86,330 (+136%) from 2019

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 2013: $1Liabilities 2013: $02013Assets 2014: $101,519Liabilities 2014: $02014Assets 2015: $94,878Liabilities 2015: $0Net Assets 2015: $94,8782015Assets 2016: $4,977,385Liabilities 2016: $0Net Assets 2016: $4,977,3852016Assets 2017: $5,189,399Liabilities 2017: $0Net Assets 2017: $5,189,3992017Assets 2018: $5,726,623Liabilities 2018: $0Net Assets 2018: $5,726,6232018Assets 2019: $5,704,943Liabilities 2019: $0Net Assets 2019: $5,704,9432019Assets 2020: $5,727,846Liabilities 2020: $0Net Assets 2020: $5,727,8462020Assets 2021: $5,069,306Liabilities 2021: $0Net Assets 2021: $5,069,3062021Assets 2022: $5,075,852Liabilities 2022: $0Net Assets 2022: $5,075,8522022Assets 2023: $5,262,514Liabilities 2023: $0Net Assets 2023: $5,262,5142023

Highlighted filing

2020

Assets$5,727,846
Liabilities$0
Net Assets$5,727,846

Operations Trend

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

$200K$100K$0-$100KRevenue 2013: $0Expenses 2013: $0Net Income 2013: $02013Revenue 2014: $116,694Expenses 2014: $15,175Net Income 2014: $101,5192014Revenue 2015: $40,806Expenses 2015: $48,306Net Income 2015: -$7,5002015Revenue 2016: $77,178Expenses 2016: $33,171Net Income 2016: $44,0072016Revenue 2017: $36,686Expenses 2017: $71,231Net Income 2017: -$34,5452017Revenue 2018: $118,377Expenses 2018: $30,653Net Income 2018: $87,7242018Revenue 2019: $50,955Expenses 2019: $114,383Net Income 2019: -$63,4282019Revenue 2020: $92,679Expenses 2020: $69,777Net Income 2020: $22,9022020Revenue 2021: $58,114Expenses 2021: $30,154Net Income 2021: $27,9602021Revenue 2022: $29,583Expenses 2022: $59,037Net Income 2022: -$29,4542022Revenue 2023: $150,772Expenses 2023: $110,610Net Income 2023: $40,1622023

Highlighted filing

2020

Revenue$92,679
Expenses$69,777
Net Income$22,902
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 25, 2021
Return Version
2020v4.0
Gross Receipts
$92,679
Mission and Program Overview

Mission

Our mission is to work with government agencies, non-government organizations and interested groups and individuals to foster permanent protection of wildlife habitat within the Carrizo Plain area of San Luis Obispo County, California. This is done by purchasing land or easements, accepting donations of same, undertaking actions to restore or enhance wildlife habitat found on those lands, and to provide educational opportunities for the public about these lands and actions.

Land conservation, education, and restoration. The organization continued restoration projects on owned lands, and continued restoration activities on an historic house owned by the Nature Conservancy. We neither acquired nor transferred any properties in 2020.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$5,576,309$5,576,309→ $0
Cash and Non-Interest-Bearing Accounts$53,634$76,537▲ $22,903
Savings and Temporary Cash Investments$75,000$75,000→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Investments Program Related$0--
Investments in Publicly Traded Securities$0--
Intangible Assets$0--
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$5,704,943$5,727,846▲ $22,903
Other Assets Total$0--
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0--
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$5,576,309$5,576,309→ $0
Net Assets Without Donor Restrictions$128,634$151,537▲ $22,903
Total Net Assets Fund Balance$5,704,943$5,727,846▲ $22,903
Total Liabilities and Net Assets / Fund Balance$5,704,943$5,727,846▲ $22,903

Asset Categories

AssetBook ValueDepreciationBasis
Land$5,576,309-$5,576,309
Buildings$0$0$0
Other Land Buildings$0$0$0
Equipment$0$0$0
Leasehold Improvements$0$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Stephnie WaldSecretaryPT$8,436$8,436

Board Members and Trustees

NameTitle
Neil HavlikPresident
Herb StrohVice President
Candice BellDirector
Dorothy JenningsDirector
Douglas DrynanDirector
Graham WesolowskiDirector
Lynne Dee AlthouseDirector
Anne FairchildTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$86,810
Program Service Revenue
$0
Investment Income
$789
Other Revenue
$5,080
All Other Contributions
$86,810
Change in Net Assets
$22,902
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$69,777
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 Management$0$8,436$0$8,436
Insurance$0$6,884-$6,884
Information Technology$0$1,350$0$1,350
Other Expenses$0$656$0$656
Office Expenses$0$472$0$472
Total Functional Expenses$51,979$17,798$0$69,777
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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
Yes
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 8B

The organization has no committees with authority to act on behalf of the Board.

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

The President prepares the Form 990 and necessary schedules. The full Board is apprised of the progress of this preparation, and is provided with any information they request. The Form 990 is filled out first and submitted coo the Board members for comment as soon as it is completed. This is normally before the schedules have been completed.

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

Directors are expected to voluntarily report the existence of any potential conflict of interest when a matter in which such conflict might exist comes before the Board of Directors.

Form 990, Part VI, Section B, Line 15

The Board reviewed available information on pay scales and rates for similar organizations in making decisions on compensation. The information was not reviewed by third parties as the rates selected were at the low end of the comparison scale. Compensation of the Secretary has not changed since 2016. The President receives no compensation.

Form 990, Part VI, Section C, Line 19

in 2020 the organization received one request to provide two copies of the 2019 Form 990 and schedules to two granting agencies. This was done electronically.

Filing and Contact Details

Filer

Filer Name
Carrizo Plain Conservancy
EIN
38-3920272
Phone
8057819624
Address
P O Box 274, San Luis Obispo, CA 93406

Signing Officer

Name
Neil Havlik
Title
President
Phone
8057819624
Signed
2021-10-25

Organization Details

Principal Officer
Neil A Havlik
Formed
2013
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
20
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

All administrative and general management expenses (i.e., Secretary's contract salary, all forms of insurance, and property taxes are shown here.

Form 990, Part XI, Line 9

Correction due to rounding.

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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/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
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IRS990/InterestGrp/ManagementAndGeneralAmt00
IRS990/InterestGrp/ProgramServicesAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0789
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0789
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05576309
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05576309
IRS990/LandBldgEquipCostOrOtherBssAmt05576309
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LessRentalExpensesGrp/PersonalAmt00
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt00
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/MissionDesc0Our mission is to work with government agencies, non-government organizations and interested groups and individuals to foster permanent protection of wildlife habitat within the Carrizo Plain area of San Luis Obispo County, California. This is done by purchasing land or easements, accepting donations of same, undertaking actions to restore or enhance wildlife habitat found on those lands, and to provide educational opportunities the public about these lands and actions.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt05704943
IRS990/NetAssetsOrFundBalancesEOYAmt05727846
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt00
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
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IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0128634
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0151537
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt00
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0472
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt0472
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherChangesInNetAssetsAmt01
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Goodwin House plans and improvements
IRS990/OtherExpensesGrp/Desc1property expenses
IRS990/OtherExpensesGrp/Desc2property taxes
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2656
IRS990/OtherExpensesGrp/ProgramServicesAmt049979
IRS990/OtherExpensesGrp/ProgramServicesAmt12000
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/TotalAmt049979
IRS990/OtherExpensesGrp/TotalAmt12000
IRS990/OtherExpensesGrp/TotalAmt2656
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0110000
IRS990/OtherRevenueMiscGrp/BusinessCd1110000
IRS990/OtherRevenueMiscGrp/Desc0insurance reimbursement
IRS990/OtherRevenueMiscGrp/Desc1property tax refunds
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/ExclusionAmt10
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt05005
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt175
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt05005
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt175
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt10
IRS990/OtherRevenueTotalAmt05080
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/FundraisingAmt00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00

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Peer Organizations

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