Civic Intelligence

Carrizo Plain Conservancy

990 • Fiscal year 2024 • EIN 38-3920272

Jan 01, 2024 to Dec 31, 2024 • Filed on May 09, 2025

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

8th percentile

0.00x

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

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

8th percentile

0.00x

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

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

18th percentile

-12%

Higher net margin than 18% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

24th percentile

$24,830

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 39.3% of source-year revenue.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

47th percentile

3.9%

Faster asset growth than 47% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

4th percentile

-58%

Faster revenue growth than 4% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$5,469,337

Up $206,823 (+3.9%) from 2023

Net Assets

Up

$5,469,337

Up $206,823 (+3.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Down

$63,219

Down $87,553 (-58%) from 2023

Expenses

Down

$70,644

Down $39,966 (-36%) from 2023

Net Income

Down

-$7,425

Down $47,587 (-118%) from 2023

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: $5,262,5142023Assets 2024: $5,469,337Liabilities 2024: $0Net Assets 2024: $5,469,3372024

Highlighted filing

2024

Assets$5,469,337
Liabilities$0
Net Assets$5,469,337

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: $40,1622023Revenue 2024: $63,219Expenses 2024: $70,644Net Income 2024: -$7,4252024

Highlighted filing

2024

Revenue$63,219
Expenses$70,644
Net Income-$7,425
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 9, 2025
Return Version
2024v5.0
Gross Receipts
$63,219
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 also purchased five parcels of land totaling 111 acres and accepted the donation of three additional properties totaling 15 acres and placed them into permanent conservation. Finally, in cooperation with another organization, we hosted the sixth Carrizo Colloquium, a conference dedicated to providing information to interested parties about research projects being carried out in the Carrizo Plain area. The conference was held in October 2024, and was attended by about 70 persons.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$5,072,309$5,286,059▲ $213,750
Savings and Temporary Cash Investments$65,000$130,000▲ $65,000
Cash and Non-Interest-Bearing Accounts$125,205$53,278▼ $71,927
Accounts Receivable$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
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$5,262,514$5,469,337▲ $206,823
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$0→ $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$5,072,309$5,286,059▲ $213,750
Net Assets Without Donor Restrictions$190,205$183,278▼ $6,927
Total Net Assets Fund Balance$5,262,514$5,469,337▲ $206,823
Total Liabilities and Net Assets / Fund Balance$5,262,514$5,469,337▲ $206,823

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$0$0$0
Other Land Buildings$0$0$0
Land$5,286,059-$0
Equipment$0$0$0
Leasehold Improvements$0$0$0
Compensation and Service Providers

Board Members and Trustees

NameTitle
Neil HavlikPresident
Douglas DrynanVice President
Candice BellDirector
Dorothy JenningsDirector
Lynne Dee AlthouseDirector
Sandra RakestrawDirector
Stephnie WaldSecretary
Anne FairchildTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$58,509
Program Service Revenue
$0
Investment Income
$4,710
Other Revenue
$0
All Other Contributions
$46,009
Change in Net Assets
$-7,425
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$58,229
Salaries, Compensation, and Employee Benefits$12,415
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$0$12,415$0$12,415
Fees for Services Management$0$9,044$0$9,044
Insurance$0$6,808$0$6,808
Other Expenses$3,120$0$0$3,120
Information Technology$0$1,405$0$1,405
Office Expenses$0$781$0$781
Total Functional Expenses$40,191$30,453$0$70,644
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
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
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
No
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 independent authority.

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

The president prepares and submits From 990 and necessary schedules. The Board is kept apprised of the progress of this preparation, and is provided with any information requested.

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

Board members are expected to disclose potential conflicts of interest in any action taken by the Board.

Form 990, Part VI, Section B, Line 15

The President and all Directors serve without compensation, except for the Secretary. The Secretary is an employee of an unrelated conservation organization (Creek Lands Conservation). That organization provides secretarial services to Carrizo Plain Conservancy on a per hour basis, plus expenses. The agreement specifies that Creek Lands Conservation is responsible for payment of all taxes and fees arising out of the agreement. The per hour rate for the secretarial services is $60 per hour, which includes wages, expenses, and fees. It was last changed (from $50 per hour) in 2023, and is considered to be at the low end of such charges based upon review from similar organizations.

Form 990, Part VI, Section C, Line 19

Documents are available upon request. In 2024 the organization received one request to provide the Form 990 and schedules to one granting agency, which was provided 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
2025-05-09

Organization Details

Principal Officer
Neil Havlik
Formed
2013
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
10
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

The organization had a successful year with regard to property transfers in 2024. Nine parcels of land totaling approximately 136 acres was acquired, six parcels by purchase and three by donation. Total value of the properties was estimated at $299,500. This included the estimated value of two donated properties totaling $3,000 and a larger property valued by the County Assessor at $9,000. The organization also transferred nineteen parcels totaling approximately 140 acres to the U. S. Bureau of Land Management for inclusion into Carrizo Plain National Monument. Costs for that transfer were borne entirely by the Federal government. The transferred properties had a total value of $85,250. Thus the total increase in value of land holdings was $214,250. Also there was an adjustment of -$2 made due to rounding, thus making the final change an increase in value of $214,248.

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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 for the public about these lands and actions.
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IRS990/OtherExpensesGrp/Desc0purchase of real property
IRS990/OtherExpensesGrp/Desc1Presentation of Carrizo Colloquium
IRS990/OtherExpensesGrp/Desc2property taxes
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IRS990/PrincipalOfficerNm0Neil Havlik
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IRS990/ProgSrvcAccomActy2Grp/Desc0The organization successfully completed the transfer of nineteen parcels of land totaling approximately 140 acres within Carrizo Plain National Monument to the Federal Bureau of Land Management for incorporation into the Monument. All closing costs and due diligence inspections were conducted by, or paid for, the Bureau. Therefore there were no costs to the Carrizo Plain Conservancy from this transaction effort.
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IRS990/ProgSrvcAccomActy3Grp/Desc0The organization partnered with another local nonprofit organization to host the sixth Carrizo Colloquium in late October 2024. This is a conference in which persons involved in research regarding biology, geology, and other aspects of the natural environment of Carrizo Plain National Monument and surrounding areas can report on the research and findings for interested individuals and groups. The Colloquium was held in Atascadero, California, was attended by about 60-70 persons and was considered highly successful. The organization spent a total of $3,000 on the event, including costs of the venue, preparation costs, drinks and refreshments, and publicity. This matched two donations totaling $3,000 received in support of the event.
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