Civic Intelligence

Western Alliance for Nature

EIN 68-0515062 • 501(c)3 • San Anselmo, CA

Profile

Promoting the public use and enjoyment of natural areas; protecting lands to be maintained for wildlife, open space, archaeological preservation and other resource protection purposes; assist in the preservation and restoration of sensitive habitat, open spaces, and scenic areas; manage and protect lands for public access; to set up and manage a program to educate the public on the importance of environmental protection and land preservation; and to assist and support institutions, organization, associations, trusts, governmental entities and undertakings.

15 Alderney RdSan Anselmo, CA 94960

wanconservancy.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

9th percentile

0.00x

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

501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

10th percentile

0.00x

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

501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

5th percentile

-67%

Higher net margin than 5% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

501(c)3 • $5M-$10M nonprofits • Source year 2022

Asset Growth

31st percentile

-0.6%

Faster asset growth than 31% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

83rd percentile

40%

Faster revenue growth than 83% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Assets

Down

$7,398,933

Down $14,575 (-0.2%) from 2023

Liabilities

Up

$59,166

Up $59,166 from 2023

Net Assets

Down

$7,339,767

Down $73,741 (-1.0%) from 2023

Revenue

Down

$24,042

Down $6,630 (-22%) from 2023

Expenses

Down

$38,608

Down $12,688 (-25%) from 2023

Net Income

Up

-$14,566

Up $6,058 (+29%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $590,409Liabilities 2011: $0Net Assets 2011: $590,4092011Assets 2012: $579,746Liabilities 2012: $0Net Assets 2012: $579,7462012Assets 2013: $534,955Liabilities 2013: $0Net Assets 2013: $534,9552013Assets 2014: $490,319Liabilities 2014: $0Net Assets 2014: $490,3192014Assets 2020: $558,533Liabilities 2020: $0Net Assets 2020: $558,5332020Assets 2021: $7,484,114Liabilities 2021: $0Net Assets 2021: $7,484,1142021Assets 2022: $7,458,102Liabilities 2022: $0Net Assets 2022: $7,458,1022022Assets 2023: $7,413,508Liabilities 2023: $0Net Assets 2023: $7,413,5082023Assets 2024: $7,398,933Liabilities 2024: $59,166Net Assets 2024: $7,339,7672024

Highlighted filing

2024

Assets$7,398,933
Liabilities$59,166
Net Assets$7,339,767

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2011: $52,069Expenses 2011: $23,111Net Income 2011: $28,9582011Revenue 2012: $14,887Expenses 2012: $25,550Net Income 2012: -$10,6632012Revenue 2013: $44,440Expenses 2013: $89,231Net Income 2013: -$44,7912013Revenue 2014: $9,578Expenses 2014: $54,214Net Income 2014: -$44,6362014Revenue 2020: $62,926Expenses 2020: $157,610Net Income 2020: -$94,6842020Revenue 2021: $17,620Expenses 2021: $29,539Net Income 2021: -$11,9192021Revenue 2022: $21,949Expenses 2022: $47,961Net Income 2022: -$26,0122022Revenue 2023: $30,672Expenses 2023: $51,296Net Income 2023: -$20,6242023Revenue 2024: $24,042Expenses 2024: $38,608Net Income 2024: -$14,5662024

Highlighted filing

2024

Revenue$24,042
Expenses$38,608
Net Income-$14,566

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 7, 2025
Return Version
2024v5.0
Gross Receipts
$24,042
Mission and Program Overview

Mission

Promoting the public use and enjoyment of natural areas; protecting lands to be maintained for wildlife, open space, archaeological preservation and other resource protection purposes; assist in the preservation and restoration of sensitive habitat, open spaces, and scenic areas; manage and protect lands for public access; to set up and manage a program to educate the public on the importance of environmental protection and land preservation; and to assist and support institutions, organization, associations, trusts, governmental entities and undertakings.

Promoting and protecting lands to be maintained for wildlife, open space, archaeological preservation and other resource protection purposes. In 2022, WAN started working to restore its newly-acquired three wildlife preserves in Marin County, California, and minimize their long-term ownership costs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$7,413,508$7,339,767▼ $73,741
Land, Buildings, and Equipment, Net$7,029,592$7,020,383▼ $9,209
Savings and Temporary Cash Investments$381,010$377,125▼ $3,885
Cash and Non-Interest-Bearing Accounts$2,906$1,425▼ $1,481
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$7,413,508$7,398,933▼ $14,575
Liabilities
Escrow Account Liability$0$59,166▲ $59,166
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
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$59,166▲ $59,166
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,413,508$7,339,767▼ $73,741
Total Liabilities and Net Assets / Fund Balance$7,413,508$7,398,933▼ $14,575

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$0$0$0
Other Land Buildings$0$0$0
Land$6,937,500-$0
Equipment$82,883$9,209$0
Leasehold Improvements$0$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Rene VossExecutive DirectorPT$10,050$10,050

Board Members and Trustees

NameTitle
Lawrence WanBoard Chairman
Cindy HorowitzDirector
Ellen PlatzmanDirector
Dan FostSecretary
Vicki FernandezTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$11,150
Program Service Revenue
$0
Investment Income
$12,892
Other Revenue
$0
All Other Contributions
$11,150
Change in Net Assets
$-14,566
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$37,608
Grants and Similar Amounts Paid$1,000
Total Fundraising Expense$555
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$5,000$4,500$550$10,050
Depreciation Depletion$0$9,209$0$9,209
Insurance$0$2,460$0$2,460
Grants to Domestic Orgs$1,000--$1,000
Office Expenses$0$757$5$762
Information Technology$0$449$0$449
Fees for Services Other$350$0$0$350
Other Expenses$0$54$0$54
All Other Expenses$0$34$0$34
Total Functional Expenses$20,590$17,463$555$38,608
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
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
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 A, Line 8B

The organization does not have any committees with authorities to act on behalf of the governing body.

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

Form 990 and related schedules are sent electronically to all board members for a week's review prior to being submitted to the IRS.

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

Directors and key employees were asked to provide a written disclosure of any conflicts or that they do or do not have.

Form 990, Part VI, Section C, Line 19

The governing documents, conflict of interest policy, and financial statements during the tax year will be made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Western Alliance for Nature
EIN
68-0515062
Phone
4154469027
Address
15 Alderney Rd, San Anselmo, CA 94960
Doing Business As
WAN Conservancy

Signing Officer

Name
Rene Voss
Title
Executive Director
Phone
4154469027
Signed
2025-04-07

Organization Details

Principal Officer
Lawrence Wan
Formed
2002
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
6
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Liability in the form of $59,166 held as custodial amount by WAN as fiscal sponsor for HBCA not accounted for in previous years plus unexplainable $9 difference in fund balances in Quickbooks accounting software.

Financial Statement Notes

Schedule D, Part IV, Line 2B

WAN acts as the Fiscal Sponsor for the Harbor and Beach Community Alliance (HBCA)'s General and Harbor Funds.

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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/OfficeExpensesGrp/TotalAmt0762
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-59175
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Filing fee of CEQA NOE & copies
IRS990/OtherExpensesGrp/Desc1Invasive Broom/Fuel Removal Work
IRS990/OtherExpensesGrp/Desc2Property Taxes
IRS990/OtherExpensesGrp/Desc3Compliance Costs
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt354
IRS990/OtherExpensesGrp/ProgramServicesAmt055
IRS990/OtherExpensesGrp/ProgramServicesAmt110200
IRS990/OtherExpensesGrp/ProgramServicesAmt23985
IRS990/OtherExpensesGrp/ProgramServicesAmt30
IRS990/OtherExpensesGrp/TotalAmt055
IRS990/OtherExpensesGrp/TotalAmt110200
IRS990/OtherExpensesGrp/TotalAmt23985
IRS990/OtherExpensesGrp/TotalAmt354
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/FundraisingAmt00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Lawrence Wan
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0Grant from Harbor and Beach Community Alliance Fund for the Real Guppies Outdoors project at the Channel Island Harbor. See https://hbca.info/
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt01000
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt015497
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01500
IRS990/PYInvestmentIncomeAmt06141
IRS990/PymtTravelEntrtnmntPubOfclGrp/FundraisingAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt049796
IRS990/PYOtherRevenueAmt09034
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-20624
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt051296
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt030672
IRS990/ReconcilationRevenueExpnssAmt0-14566
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/RoyaltiesGrp/FundraisingAmt00
IRS990/RoyaltiesGrp/ManagementAndGeneralAmt00
IRS990/RoyaltiesGrp/ProgramServicesAmt00
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt07413508
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt07339767
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0381010
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0377125
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Schedule A, Part I, Line 1 - Taxpayer has excluded $6,937,500 as unusual grants as follows: * Real Property Donation #1 (received in 2021): $5,500,000. * Real Property Donation #2 (received in 2021): $737,500. * Real Property Donation #3 (received in 2021): $700,000.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part I, Line 1
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt011150
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt013400
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt017775
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt017560
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt059853
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0119738
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt012892
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt06141
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt036
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt060
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt073
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt019202
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.86180
IRS990ScheduleA/PublicSupportPY170Pct00.96073
IRS990ScheduleA/PublicSupportTotal170Amt0119738
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt011150
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt013400
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt017775
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt017560
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt059853
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0119738
IRS990ScheduleA/TotalSupportAmt0138940
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED

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