Civic Intelligence

Sequoia Riverlands Trust

990 • Fiscal year 2022 • EIN 77-0347417

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 02, 2023

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

0.02x

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

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

44th percentile

0.23x

Higher debt load relative to revenue than 44% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Net Margin

41st percentile

3.1%

Higher net margin than 41% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Top Officer Pay

16th percentile

$121,107

Higher top officer pay than 16% of similar nonprofits.

Top officer pay equals 4.7% of source-year revenue.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Asset Growth

14th percentile

-13%

Faster asset growth than 14% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

14th percentile

-25%

Faster revenue growth than 14% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$38,510,470

Down $5,787,592 (-13%) from 2021

Net Assets

Down

$37,929,230

Down $5,875,078 (-13%) from 2021

Liabilities

Up

$581,240

Up $87,486 (+18%) from 2021

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin41st percentile

Revenue

Down

$2,576,000

Down $867,493 (-25%) from 2021

Expenses

Up

$2,496,207

Up $161,692 (+6.9%) from 2021

Net Income

Down

$79,793

Down $1,029,185 (-93%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth14th 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

2022

Assets$38,510,470
Liabilities$581,240
Net Assets$37,929,230
Open 2022 Filing

Operations Trend

Revenue Growth14th 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

2022

Revenue$2,576,000
Expenses$2,496,207
Net Income$79,793
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 2, 2023
Return Version
2022v5.0
Gross Receipts
$7,699,003
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$33,103,059$26,581,259▼ $6,521,800
Land, Buildings, and Equipment, Net$9,953,601$10,114,806▲ $161,205
Savings and Temporary Cash Investments$773,306$1,062,906▲ $289,600
Pledges and Grants Receivable$132,504$468,388▲ $335,884
Cash and Non-Interest-Bearing Accounts$243,334$139,190▼ $104,144
Accounts Receivable$17,989$84,360▲ $66,371
Prepaid Expenses and Deferred Charges$39,311$46,295▲ $6,984
Other Notes and Loans Receivable, Net$34,958$13,266▼ $21,692
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$44,298,062$38,510,470▼ $5,787,592
Other Assets Total-$0-
Liabilities
Deferred Revenue$217,932$284,623▲ $66,691
Accounts Payable and Accrued Expenses$154,449$182,132▲ $27,683
Mortgage Notes Payable Secured by Investment Property$121,373$114,485▼ $6,888
Total Liabilities$493,754$581,240▲ $87,486
Net Assets / Fund Balance
Net Assets With Donor Restrictions$35,587,617$30,277,640▼ $5,309,977
Net Assets Without Donor Restrictions$8,216,691$7,651,590▼ $565,101
Total Net Assets Fund Balance$43,804,308$37,929,230▼ $5,875,078
Total Liabilities and Net Assets / Fund Balance$44,298,062$38,510,470▼ $5,787,592

Asset Categories

AssetBook ValueDepreciationBasis
Land$9,289,439-$9,289,439
Leasehold Improvements$582,303$753,866$1,336,169
Buildings$175,336$150,828$326,164
Equipment$67,728$129,305$197,033
Other Land Buildings-$11,067$11,067

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$30,689,118$411,021▼ $4,997,989-$25,632,082
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
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Logan RobertsonExecutive DirectorFT$101,812$19,295$121,107
Judith PohlmanFinance DirectorFT$75,200$17,804$93,004

Board Members and Trustees

NameTitle
Mike ChrismanChairman
Mike OlmosDevelop. Chair
Brian GrantVice-Chair
Dennis TristaoDirector
Donald KaplanDirector
Larry SaslawDirector
Mark LarsenDirector
Roderick MeadeDirector
Scott SpearDirector
Juliet AllenSecretary
Kathleen PerkinsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,595,725
Program Service Revenue
$236,086
Investment Income
$728,658
Other Revenue
$15,531
All Other Contributions
$978,423
Change in Net Assets
$79,793

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,396,878
Revenue Not Reported on Financial Statements
$179,122
Revenue Not Reported on Form 990
$-5,954,871
Total Revenue per Audited Statements
$-3,557,993
Total Revenue per Form 990
$2,576,000
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,588,931
Other Expenses$906,927
Total Fundraising Expense$193,855
Grants and Similar Amounts Paid$349
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$799,056$150,948$110,288$1,060,292
Current Officers, Directors, Trustees, and Key Employees-$214,110-$214,110
Other Employee Benefits$141,198$37,797$16,003$194,998
Fees for Service Investment Mgmnt Fees-$179,122-$179,122
Fees for Services Other$93,217$66,549$7,875$167,641
Payroll Taxes$61,611$24,503$8,370$94,484
Office Expenses$59,724$19,246$12,564$91,534
Depreciation Depletion$22,088$67,858-$89,946
Insurance$11,488$39,316-$50,804
Travel$29,455$4,732$12,940$47,127
Fees for Services Management$45,583--$45,583
Advertising$14,235-$17,861$32,096
Fees for Services Accounting-$30,660-$30,660
Other Expenses$20,233$7,114$3,192$27,347
Pension Plan Contributions$15,276$8,741$1,030$25,047
All Other Expenses$11,335$697$28$12,060
Interest-$5,375-$5,375
Grants to Domestic Orgs$349--$349
Total Functional Expenses$1,416,841$885,511$193,855$2,496,207

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,496,207
Expenses per Audited Statements$2,317,085
Total Expenses per Audited Statements$2,317,085
Expenses Not Reported on Financial Statements$179,122
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$15,531
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event$15,531$15,531-$15,531
Total Events$15,531$15,531-$15,531
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, Section B, Line 11B

“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, Section B, Line 12C

“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, Section B, Line 15A

“In 2022 the entire Board reviewed the Executive Directors performance. The Board discussed and reached a consensus of Executive Directors compensation at the time in a closed session.”

Form 990, Part VI, Section B, Line 15B

“In 2022 the Executive Director worked with a compensation analyst to assist in determining fair compensation for all SRT paid positions. After discussing with other Directors and Supervisors, the recommended increases for staff were incorporated into the budget, which was then approved by the Board.”

Form 990, Part VI, Section C, Line 19

“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
Judith Pohlman
Title
Finance Director
Signed
2023-10-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Logan Robertson
Formed
1993
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
25
Volunteers
511

Preparer

Firm
McGilloway Ray Brown & Kaufman
Address
2511 Garden Road Suite A-180, Monterey, CA 93940
Preparer
Patricia M Kaufman CPA
Phone
8313733337
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

“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, 2022, 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.”

Raw XML AppendixShowing 400 of 632 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0154449
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0182132
IRS990/AccountsReceivableGrp/BOYAmt017989
IRS990/AccountsReceivableGrp/EOYAmt084360
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0SRT 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.
IRS990/AdvertisingGrp/FundraisingAmt017861
IRS990/AdvertisingGrp/ProgramServicesAmt014235
IRS990/AdvertisingGrp/TotalAmt032096
IRS990/AllOtherContributionsAmt0978423
IRS990/AllOtherExpensesGrp/FundraisingAmt028
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0697
IRS990/AllOtherExpensesGrp/ProgramServicesAmt011335
IRS990/AllOtherExpensesGrp/TotalAmt012060
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Judy Pohlman
IRS990/BooksInCareOfDetail/PhoneNum05597380211
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0427 S Garden Street
IRS990/BooksInCareOfDetail/USAddress/CityNm0Visalia
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd093277
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0243334
IRS990/CashNonInterestBearingGrp/EOYAmt0139190
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0214110
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0214110
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0true
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01595725
IRS990/CYGrantsAndSimilarPaidAmt0349
IRS990/CYInvestmentIncomeAmt0728658
IRS990/CYOtherExpensesAmt0906927
IRS990/CYOtherRevenueAmt015531
IRS990/CYProgramServiceRevenueAmt0236086
IRS990/CYRevenuesLessExpensesAmt079793
IRS990/CYSalariesCompEmpBnftPaidAmt01588931
IRS990/CYTotalExpensesAmt02496207
IRS990/CYTotalFundraisingExpenseAmt0193855
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02576000
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt0217932
IRS990/DeferredRevenueGrp/EOYAmt0284623
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt067858
IRS990/DepreciationDepletionGrp/ProgramServicesAmt022088
IRS990/DepreciationDepletionGrp/TotalAmt089946
IRS990/Desc0SRT provides Mitigation services to find and acquire either land or easements to offset development sites. In 2021 SRT acquired 720 acres of mitigation funded easements, and now holds 29,983 acres in protected lands. SRT's Conservation Stewardship manages and monitors wildlife habitat, protects open spaces, guards against misuse of land, and promotes healthy environmental practices. Not only does Stewardship manage easements, it manages its own preserves totaling 11,328 acres.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt035587617
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt030277640
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt025
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt01393124
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt030660
IRS990/FeesForServicesAccountingGrp/TotalAmt030660
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt045583
IRS990/FeesForServicesManagementGrp/TotalAmt045583
IRS990/FeesForServicesOtherGrp/FundraisingAmt07875
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt066549
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt093217
IRS990/FeesForServicesOtherGrp/TotalAmt0167641
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0179122
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0179122
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt019295
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt117804
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/PersonNm0Logan Robertson
IRS990/Form990PartVIISectionAGrp/PersonNm1Judith Pohlman
IRS990/Form990PartVIISectionAGrp/PersonNm2Dennis Tristao
IRS990/Form990PartVIISectionAGrp/PersonNm3Larry Saslaw
IRS990/Form990PartVIISectionAGrp/PersonNm4Donald Kaplan
IRS990/Form990PartVIISectionAGrp/PersonNm5Juliet Allen
IRS990/Form990PartVIISectionAGrp/PersonNm6Kathleen Perkinson
IRS990/Form990PartVIISectionAGrp/PersonNm7Roderick Meade
IRS990/Form990PartVIISectionAGrp/PersonNm8Mike Chrisman
IRS990/Form990PartVIISectionAGrp/PersonNm9Mike Olmos
IRS990/Form990PartVIISectionAGrp/PersonNm10Brian Grant
IRS990/Form990PartVIISectionAGrp/PersonNm11Mark Larsen
IRS990/Form990PartVIISectionAGrp/PersonNm12Scott Spear
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0101812
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt175200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt1Finance Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt6Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt9Develop. Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt10Vice-Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01993
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingGrossIncomeAmt015531
IRS990/GainOrLossGrp/SecuritiesAmt0-43705
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GovernmentGrantsAmt0617302
IRS990/GrantAmt0349
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0349
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0349
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt05079298
IRS990/GrossReceiptsAmt07699003
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt039316
IRS990/InsuranceGrp/ProgramServicesAmt011488
IRS990/InsuranceGrp/TotalAmt050804
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt05375
IRS990/InterestGrp/TotalAmt05375
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0772363
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0772363
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt033103059
IRS990/InvestmentsPubTradedSecGrp/EOYAmt026581259
IRS990/IRPDocumentCnt027
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01045066
IRS990/LandBldgEquipBasisNetGrp/BOYAmt09953601
IRS990/LandBldgEquipBasisNetGrp/EOYAmt010114806
IRS990/LandBldgEquipCostOrOtherBssAmt011159872
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt05123003
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0true
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0We inspire love and lasting protection for important lands.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0121373
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0114485
IRS990/NetAssetsOrFundBalancesBOYAmt043804308
IRS990/NetAssetsOrFundBalancesEOYAmt037929230
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-43705
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-43705
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt015531
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt015531
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-5954871
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt08216691
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt07651590
IRS990/NoncashContributionsAmt010380
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/FundraisingAmt012564
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt019246
IRS990/OfficeExpensesGrp/ProgramServicesAmt059724
IRS990/OfficeExpensesGrp/TotalAmt091534
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt016003
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt037797
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0141198
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0194998
IRS990/OtherExpensesGrp/Desc0Utilities
IRS990/OtherExpensesGrp/Desc1Tax, License, & Fees
IRS990/OtherExpensesGrp/Desc2Supplies
IRS990/OtherExpensesGrp/Desc3Repairs & maintenance
IRS990/OtherExpensesGrp/FundraisingAmt01378
IRS990/OtherExpensesGrp/FundraisingAmt12326
IRS990/OtherExpensesGrp/FundraisingAmt23192
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt020625
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13216
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt24902
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt37114
IRS990/OtherExpensesGrp/ProgramServicesAmt030938
IRS990/OtherExpensesGrp/ProgramServicesAmt135959
IRS990/OtherExpensesGrp/ProgramServicesAmt225096
IRS990/OtherExpensesGrp/ProgramServicesAmt320233
IRS990/OtherExpensesGrp/TotalAmt052941
IRS990/OtherExpensesGrp/TotalAmt141501
IRS990/OtherExpensesGrp/TotalAmt233190
IRS990/OtherExpensesGrp/TotalAmt327347
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0110288
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0150948
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0799056
IRS990/OtherSalariesAndWagesGrp/TotalAmt01060292
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt034958
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt013266
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt08370
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt024503
IRS990/PayrollTaxesGrp/ProgramServicesAmt061611
IRS990/PayrollTaxesGrp/TotalAmt094484
IRS990/PensionPlanContributionsGrp/FundraisingAmt01030
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt08741
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt015276
IRS990/PensionPlanContributionsGrp/TotalAmt025047
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0132504
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0468388
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt039311
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt046295
IRS990/PrincipalOfficerNm0Logan Robertson
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1110000
IRS990/ProgramServiceRevenueGrp/BusinessCd2453220
IRS990/ProgramServiceRevenueGrp/BusinessCd3561520
IRS990/ProgramServiceRevenueGrp/Desc0Education
IRS990/ProgramServiceRevenueGrp/Desc1Grazing Income
IRS990/ProgramServiceRevenueGrp/Desc2Merchandise Sales
IRS990/ProgramServiceRevenueGrp/Desc3Service Fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06183
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt158553
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt29598
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3161752
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06183
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt158553
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt29598
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3161752
IRS990/ProgSrvcAccomActy2Grp/Desc0Nursery (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.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt015616
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt09598
IRS990/ProgSrvcAccomActy3Grp/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.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt08101
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt012640
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01548578
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt025450
IRS990/PYInvestmentIncomeAmt01390539
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0853597
IRS990/PYProgramServiceRevenueAmt0504376
IRS990/PYRevenuesLessExpensesAmt01108978
IRS990/PYSalariesCompEmpBnftPaidAmt01455468
IRS990/PYTotalExpensesAmt02334515
IRS990/PYTotalRevenueAmt03443493
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt079793
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0153795
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0773306

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
$38,510,470
Liabilities
$581,240
Net assets
$37,929,230
Revenue
$2,576,000
Expenses
$2,496,207
Net income
$79,793
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