Civic Intelligence

Sequoia Riverlands Trust

990 • Fiscal year 2021 • EIN 77-0347417

Jan 01, 2021 to Dec 31, 2021 • Filed on Sep 29, 2022

Organization Profilewww.sequoiariverlands.org
427 S Garden StreetVisalia, CA 93277

(559) 738-0211

Siviq Scores

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

Liabilities / Assets

14th percentile

0.01x

Higher debt load relative to assets than 14% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

33rd percentile

0.14x

Higher debt load relative to revenue than 33% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Net Margin

76th percentile

32%

Higher net margin than 76% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

12th percentile

$91,197

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Asset Growth

40th percentile

7.0%

Faster asset growth than 40% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

50th percentile

13%

Faster revenue growth than 50% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$44,298,062

Up $2,908,377 (+7.0%) from 2020

Net Assets

Up

$43,804,308

Up $3,011,012 (+7.4%) from 2020

Liabilities

Down

$493,754

Down $102,635 (-17%) from 2020

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin76th percentile

Revenue

Up

$3,443,493

Up $383,376 (+13%) from 2020

Expenses

Up

$2,334,515

Up $151,811 (+7.0%) from 2020

Net Income

Up

$1,108,978

Up $231,565 (+26%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$60M$40M$20M$0Assets 2010: $18,874,937Liabilities 2010: $1,297,990Net Assets 2010: $17,576,9472010Assets 2011: $22,623,506Liabilities 2011: $1,361,867Net Assets 2011: $21,261,6392011Assets 2012: $21,905,352Liabilities 2012: $1,290,641Net Assets 2012: $20,614,7112012Assets 2013: $21,969,629Liabilities 2013: $1,339,608Net Assets 2013: $20,630,0212013Assets 2014: $23,283,908Liabilities 2014: $1,304,061Net Assets 2014: $21,979,8472014Assets 2015: $19,158,219Liabilities 2015: $1,170,553Net Assets 2015: $17,987,6662015Assets 2016: $22,967,344Liabilities 2016: $1,250,679Net Assets 2016: $21,716,6652016Assets 2017: $24,748,667Liabilities 2017: $1,479,183Net Assets 2017: $23,269,4842017Assets 2018: $34,901,812Liabilities 2018: $775,655Net Assets 2018: $34,126,1572018Assets 2019: $37,608,913Liabilities 2019: $505,980Net Assets 2019: $37,102,9332019Assets 2020: $41,389,685Liabilities 2020: $596,389Net Assets 2020: $40,793,2962020Assets 2021: $44,298,062Liabilities 2021: $493,754Net Assets 2021: $43,804,3082021Assets 2022: $38,510,470Liabilities 2022: $581,240Net Assets 2022: $37,929,2302022Assets 2023: $41,173,701Liabilities 2023: $702,406Net Assets 2023: $40,471,2952023Assets 2024: $49,376,293Liabilities 2024: $6,329,911Net Assets 2024: $43,046,3822024

Highlighted filing

2021

Assets$44,298,062
Liabilities$493,754
Net Assets$43,804,308
Open 2021 Filing

Operations Trend

Revenue Growth50th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2010: $648,840Expenses 2010: $821,148Net Income 2010: -$172,3082010Expenses 2011: $1,080,3172011Expenses 2012: $1,021,2082012Revenue 2013: $1,227,272Expenses 2013: $1,155,944Net Income 2013: $71,3282013Revenue 2014: $2,778,459Expenses 2014: $1,418,725Net Income 2014: $1,359,7342014Revenue 2015: $11,166,378Expenses 2015: $4,155,857Net Income 2015: $7,010,5212015Revenue 2016: $5,468,872Expenses 2016: $2,029,524Net Income 2016: $3,439,3482016Revenue 2017: $5,720,344Expenses 2017: $5,301,604Net Income 2017: $418,7402017Revenue 2018: $14,340,462Expenses 2018: $2,421,186Net Income 2018: $11,919,2762018Revenue 2019: $9,505,083Expenses 2019: $8,785,822Net Income 2019: $719,2612019Revenue 2020: $3,060,117Expenses 2020: $2,182,704Net Income 2020: $877,4132020Revenue 2021: $3,443,493Expenses 2021: $2,334,515Net Income 2021: $1,108,9782021Revenue 2022: $2,576,000Expenses 2022: $2,496,207Net Income 2022: $79,7932022Revenue 2023: $1,744,861Expenses 2023: $2,716,904Net Income 2023: -$972,0432023Revenue 2024: $4,098,123Expenses 2024: $3,148,259Net Income 2024: $949,8642024

Highlighted filing

2021

Revenue$3,443,493
Expenses$2,334,515
Net Income$1,108,978
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 29, 2022
Return Version
2021v4.0
Gross Receipts
$6,219,074
Mission and Program Overview

Mission

Conservation of the natural and agricultural legacy of the southern sierra nevada and san joaquin valley

SRT engages landowners, farmers, conservationists, business partners, and governmental agencies in the counties of Tulare, Fresno, Kern and Kings to collaborate on land conservation throughout California's South Central Valley heartland.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$29,935,723$33,103,059▲ $3,167,336
Land, Buildings, and Equipment, Net$9,894,991$9,953,601▲ $58,610
Savings and Temporary Cash Investments$768,291$773,306▲ $5,015
Cash and Non-Interest-Bearing Accounts$509,055$243,334▼ $265,721
Pledges and Grants Receivable$69,730$132,504▲ $62,774
Prepaid Expenses and Deferred Charges$68,461$39,311▼ $29,150
Other Notes and Loans Receivable, Net$56,726$34,958▼ $21,768
Accounts Receivable$86,708$17,989▼ $68,719
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$41,389,685$44,298,062▲ $2,908,377
Other Assets Total-$0-
Liabilities
Deferred Revenue$254,982$217,932▼ $37,050
Accounts Payable and Accrued Expenses$213,475$154,449▼ $59,026
Mortgage Notes Payable Secured by Investment Property$127,932$121,373▼ $6,559
Total Liabilities$596,389$493,754▼ $102,635
Net Assets / Fund Balance
Net Assets With Donor Restrictions$33,178,499$35,587,617▲ $2,409,118
Net Assets Without Donor Restrictions$7,614,797$8,216,691▲ $601,894
Total Net Assets Fund Balance$40,793,296$43,804,308▲ $3,011,012
Total Liabilities and Net Assets / Fund Balance$41,389,685$44,298,062▲ $2,908,377

Asset Categories

AssetBook ValueDepreciationBasis
Land$9,224,439-$9,224,439
Leasehold Improvements$479,847$685,928$1,165,775
Buildings$177,976$138,021$315,997
Equipment$71,339$120,104$191,443
Other Land Buildings-$11,067$11,067

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$27,831,092$385,648▲ $2,874,560-$30,689,118
2020$23,532,535$1,887,819▲ $2,712,142-$27,821,092
2019$12,789,998$8,598,888▲ $2,692,939-$23,532,535
2018$10,586,826$3,157,333▼ $508,129-$12,789,998
2017$9,290,806$1,128,685▲ $1,048,332-$10,586,826
Compensation and Service Providers
Top Officer Pay12th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Judith PohlmanFinance DirectorFT$73,960$17,237$91,197
Robert S SpearExecutive DirectorFT$69,656-$69,656

Board Members and Trustees

NameTitle
Roderick MeadeChairman
Brian GrantVice-Chair
Colby WellsDirector
Donald KaplanDirector
Mark LarsenDirector
Mike ChrismanDirector
Mike OlmosDirector
Mimi SchulerDirector
Pete CowperDirector
Juliet AllenSecretary
Kathleen PerkinsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,548,578
Program Service Revenue
$504,376
Investment Income
$1,390,539
Other Revenue
$0
All Other Contributions
$977,195
Change in Net Assets
$1,108,978

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,245,498
Revenue Not Reported on Financial Statements
$197,995
Revenue Not Reported on Form 990
$1,902,034
Total Revenue per Audited Statements
$5,147,532
Total Revenue per Form 990
$3,443,493
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,455,468
Other Expenses$853,597
Total Fundraising Expense$158,017
Grants and Similar Amounts Paid$25,450
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$762,743$198,798$98,169$1,059,710
Fees for Service Investment Mgmnt Fees-$197,995-$197,995
Current Officers, Directors, Trustees, and Key Employees$28,559$125,328$6,966$160,853
Other Employee Benefits$133,994$-24,098$12,534$122,430
Office Expenses$83,282$23,371$6,256$112,909
Payroll Taxes$63,331$23,673$7,908$94,912
Depreciation Depletion-$85,624-$85,624
Fees for Services Other$43,362$16,483$20,059$79,904
Fees for Services Legal$48,682$1,167-$49,849
All Other Expenses$137,111$-93,329$354$44,136
Insurance$15,985$26,803-$42,788
Travel$23,657$7,869$3,518$35,044
Other Expenses$29,510$8,009$899$29,510
Grants to Domestic Orgs$25,450--$25,450
Fees for Services Accounting-$20,326-$20,326
Pension Plan Contributions$14,579$2,984-$17,563
Advertising$14,596--$14,596
Interest-$5,704-$5,704
Total Functional Expenses$1,531,757$644,741$158,017$2,334,515

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,334,515
Expenses per Audited Statements$2,136,520
Total Expenses per Audited Statements$2,136,520
Expenses Not Reported on Financial Statements$197,995
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
Yes
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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
No
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, Line 11B: Form 990 Review Process

“Form 990 is reviewed in detail by Finance Director and Board Treasurer, prior to being presented to audit committee. Audit Committee then meets to review and approve. Final results are then distributed to entire Board before 990 is filed and made to the public.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Statements are obtained from all board members annually. At each board meeting, members are also asked if there are any new conflicts of interest.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The CEO's employment is governed by the Executive Committee which review the CEO's performance each year. CEO compensation is reviewed as part of that annual review. The committee considers data for comparable positions with similar budgets and the financial performance of the organization when deciding on pay increases for the CEO.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“The Executive Director determines the compensation of staff with input from directors and/or supervisors.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Form 990 is posted on the organizations website and Financial Statements, policies and such are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Sequoia Riverlands Trust
EIN
77-0347417
Phone
5597380211
Address
427 S Garden Street, Visalia, CA 93277

Signing Officer

Name
Donald Kaplan
Title
Director
Signed
2022-09-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert S Spear
Formed
1993
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
29
Volunteers
670

Preparer

Firm
McGilloway Ray Brown & Kaufman
Address
379 WEST MARKET STREET, SALINAS, CA 93901
Preparer
Patricia M Kaufman CPA
Phone
8314242737
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“OTHER PROGRAM SERVICES 4: Nursery (growing and selling native plants). Offers the public a chance to adopt and grow native plants that often are more drought resistant and preserves native species. OTHER PROGRAM SERVICES 5: SRT's Policy Department coordinates with stakeholders ranging from farmers and ranchers to business leaders, public health experts and representatives of under served communities to be sure that when key decisions are made, there is a voice for conservation at the table. By reaching out to others and finding common ground, we help to inform land use and transportation planning, water policy and decisions about conservation funding. Thanks in part to in-depth reports researched and authored by our Director of Planning and Policy, SRT is a leading voice on policy solutions to support the protection of habitat and agricultural land. OTHER PROGRAM SERVICES 6: The Communications Dept. develops messaging to help tell our story to the broadest audience possible in order to inspire, educate, and inform the public about our increasingly crucial conservation mission. Communications generates content for the SRT website, e-newsletter, blog, and social media sites.”

Financial Statement Notes

Part II, Line 5: Summarized Policy

“To prepare a baseline documentation report for each conservation easement to provide a basis for monitoring landowner compliance with permitted and prohibited uses and to monitor each conservation easement at least once per year.”

Part II, Line 9: Organization Reporting of conservation easements.

“Contributed conservation easements received are recorded as in-kind contributions based on the estimated value given up by the land owner by restricting the use of the property with an easement.Contributed conservation easements and conservation easements purchased with restricted donations bear no future benefit to the Trust, and are therefore expensed in the year they are acquired. The Trust capitalized the cost of purchased easements only when they are expected to be sold or otherwise result in some future financial benefit to the Trust.”

Part V, Line 4: Intended uses of the endowment fund.

“SRT maintains both perpetually restricted and temporarily restricted for land conservation and wildlife habitat.”

Part X : FIN48 Footnote

“The Organization is a tax-exempt corporation under IRS Code Section 501(C)(3) and under Section 23701(D) of the California Revenue Taxation Code. The Organization is exempt from taxes on income other than unrelated business income for the year ended December 31, 2021, the Organization paid no unrelated business income tax. The preparation of the financial statements in conformity with accounting principles generally accepted in the United States of America requires the Organization to report information regarding its exposure to various tax positions taken by the Organization. Management has considered its tax positions and believes that the Organization has adequately addressed all relevant tax positions and that there are no unrecorded liabilities. The Organization is current on tax filings, which are subject to examination under statutory provisions and the statute of limitations.”

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IRS990/ProgSrvcAccomActy2Grp/Desc0Education and volunteer programs: field trips, seminars, walking tours and SRT's own EARTH Academy provide educational opportunities to youth, families and the general public to learn about the natural history of our area, the biological diversity, and the importance of preserving our open spaces and natural resources. Volunteers help restore and maintain the health of our nature preserves and educate our community amount sustainability.
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IRS990/ProgSrvcAccomActy3Grp/Desc0SRT's Policy Department coordinates with stakeholders ranging from farmers and ranchers to business leaders, public health experts and representatives of under served communities to be sure that when key decisions are made, there is a voice for conservation at the table. By reaching out to others and finding common ground, we help to inform land use and transportation planning, water policy and decisions about conservation funding. Thanks in part to in-depth reports researched and authored by our Director of Planning and Policy, SRT is a leading voice on policy solutions to support the protection of habitat and agricultural land.
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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$44,298,062
Liabilities
$493,754
Net assets
$43,804,308
Revenue
$3,443,493
Expenses
$2,334,515
Net income
$1,108,978
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$49.4$6.33$43.0$4.10$3.15$0.95
2023Detailed filing. Detailed filing data is available for this year.$41.2$0.70$40.5$1.74$2.72$0.97
2022Detailed filing. Detailed filing data is available for this year.$38.5$0.58$37.9$2.58$2.50$0.08
2021Detailed filing. Detailed filing data is available for this year.$44.3$0.49$43.8$3.44$2.33$1.11
2020Detailed filing. Detailed filing data is available for this year.$41.4$0.60$40.8$3.06$2.18$0.88
2019Detailed filing. Detailed filing data is available for this year.$37.6$0.51$37.1$9.51$8.79$0.72
2018Detailed filing. Detailed filing data is available for this year.$34.9$0.78$34.1$14.3$2.42$11.9
2017Detailed filing. Detailed filing data is available for this year.$24.7$1.48$23.3$5.72$5.30$0.42
2016Detailed filing. Detailed filing data is available for this year.$23.0$1.25$21.7$5.47$2.03$3.44
2015Summary only. Only limited summary data is available for this year.$19.2$1.17$18.0$11.2$4.16$7.01
2014Detailed filing. Detailed filing data is available for this year.$23.3$1.30$22.0$2.78$1.42$1.36
2013Detailed filing. Detailed filing data is available for this year.$22.0$1.34$20.6$1.23$1.16$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.9$1.29$20.6$1.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.6$1.36$21.3$1.08
2010Summary only. Only limited summary data is available for this year.$18.9$1.30$17.6$0.65$0.82$0.17