Civic Intelligence

Santa Lucia Conservancy

990 • Fiscal year 2011 • EIN 77-0411485

Jan 01, 2011 to Dec 31, 2011 • Filed on Nov 15, 2012

Organization ProfileWWW.SLCONSERVANCY.ORG

View Organization Page

26700 Rancho San Carlos Road93923
Siviq Scores

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

Liabilities / Assets

3rd percentile

0.00x

Higher debt load relative to assets than 3% of similar nonprofits.

2011 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

32nd percentile

0.0%

Faster asset growth than 32% of similar nonprofits.

2011 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets3rd percentile

Assets

Up

$60,908,112

Up $1,361 (+0.0%) from 2010

Net Assets

Down

$60,822,389

Down $22,068 (-0.0%) from 2010

Liabilities

Up

$85,723

Up $23,429 (+38%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$851,624

Down $67,122 (-7.3%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$80M$60M$40M$20M$0Assets 2010: $60,906,751Liabilities 2010: $62,294Net Assets 2010: $60,844,4572010Assets 2011: $60,908,112Liabilities 2011: $85,723Net Assets 2011: $60,822,3892011Assets 2012: $63,215,872Liabilities 2012: $83,946Net Assets 2012: $63,131,9262012Assets 2013: $65,348,589Liabilities 2013: $112,831Net Assets 2013: $65,235,7582013Assets 2014: $66,942,831Liabilities 2014: $123,571Net Assets 2014: $66,819,2602014Assets 2015: $65,502,237Liabilities 2015: $73,337Net Assets 2015: $65,428,9002015Assets 2016: $66,934,552Liabilities 2016: $49,953Net Assets 2016: $66,884,5992016Assets 2017: $70,218,279Liabilities 2017: $82,635Net Assets 2017: $70,135,6442017Assets 2018: $68,258,784Liabilities 2018: $114,192Net Assets 2018: $68,144,5922018Assets 2019: $71,765,932Liabilities 2019: $97,977Net Assets 2019: $71,667,9552019Assets 2020: $73,812,523Liabilities 2020: $55,718Net Assets 2020: $73,756,8052020Assets 2021: $76,766,704Liabilities 2021: $93,486Net Assets 2021: $76,673,2182021Assets 2022: $69,181,252Liabilities 2022: $380,623Net Assets 2022: $68,800,6292022Assets 2023: $70,692,144Liabilities 2023: $534,587Net Assets 2023: $70,157,5572023Assets 2024: $72,606,152Liabilities 2024: $395,615Net Assets 2024: $72,210,5372024

Highlighted filing

2011

Assets$60,908,112
Liabilities$85,723
Net Assets$60,822,389
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $918,7462010Expenses 2011: $851,6242011Expenses 2012: $937,7912012Revenue 2013: $2,875,464Expenses 2013: $929,047Net Income 2013: $1,946,4172013Revenue 2014: $1,712,195Expenses 2014: $1,042,202Net Income 2014: $669,9932014Revenue 2015: $909,797Expenses 2015: $1,070,053Net Income 2015: -$160,2562015Revenue 2016: $1,361,978Expenses 2016: $1,259,965Net Income 2016: $102,0132016Revenue 2017: $1,030,315Expenses 2017: $1,110,482Net Income 2017: -$80,1672017Revenue 2018: $2,379,879Expenses 2018: $1,328,454Net Income 2018: $1,051,4252018Revenue 2019: $923,655Expenses 2019: $1,901,104Net Income 2019: -$977,4492019Revenue 2020: $420,829Expenses 2020: $2,333,293Net Income 2020: -$1,912,4642020Revenue 2021: $16,596,032Expenses 2021: $2,140,795Net Income 2021: $14,455,2372021Revenue 2022: $1,328,102Expenses 2022: $2,564,648Net Income 2022: -$1,236,5462022Revenue 2023: $4,725,771Expenses 2023: $3,305,704Net Income 2023: $1,420,0672023Revenue 2024: $3,122,818Expenses 2024: $2,308,186Net Income 2024: $814,6322024

Highlighted filing

2011

Revenue-
Expenses$851,624
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Nov 15, 2012
Return Version
2011v1.2
Gross Receipts
$6,379,210
Mission and Program Overview

Mission

Preservation of ~20,000 acres of diverse natural lands and open space through adaptive land management, ecological research and restoration, conservation easement stewardship and environmental education programs.

Major Activities

Activity 2
Education and access programs - development of interpretive public access to areas of special ecological, aesthetic and educational value.
Filing and Contact Details

Filer

EIN
77-0411485
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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0NO NEW EASEMENTS WERE MODIFIED, SOLD, TRANSFERRED, RELEASED OR TERMINATED DURING 2011. THEREFORE, THERE ARE NO ENTRIES ON THE STATEMENT OF ACTIVITIES FOR FY 2011. THE BALANCE SHEET INCLUDES A LINE ENTITLED "PRESERVE WILDLANDS AND EASEMENTS". THE PRESERVE WILDLANDS AND EASEMENTS ARE TREATED AS PERMANENTLY RESTRICTED NET ASSETS ON THE BALANCE SHEET.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THAT GUIDANCE, THE ORGANIZATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THEY TOOK NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENT TO COMPLY WITH THIS GUIDANCE.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation2THE FOOTNOTES TO THE REVIEWED FINANCIAL STATEMENTS DISCLOSE THE FOLLOWING: EASEMENTS ARE THE LEGAL RESTRICTIONS OVER LAND NOT OWNED BY THE ORGANIZATION. THE EASEMENTS HAVE NO MARKET VALUE AND AS SUCH ARE RECORDED AT ZERO COST. PART V, LINE 4 - INTENDED USES FOR ENDOWMENT FUNDS AT 12/31/11, THE CONSERVANCY'S ENDOWMENT FUNDS CONSIST OF WILDLANDS THAT WERE GRANTED TO THE CONSERVANCY AND THAT HAVE BEEN PERMANENTLY DESIGNATED AS WILDLANDS. THE WILDLANDS CONSIST OF 10,362.32 ACRES AND ARE VALUED AT 36,268,120. PRIOR TO 2010, THE CONSERVANCY'S ENDOWMENT FUNDS ALSO INCLUDED PUBLICLY TRADED SECURITIES. THE INVESTMENT EARNINGS FROM THESE SECURITIES WERE TO BE USED TO FULFILL THE TERMS OF THE GRANT OF THE WILDLANDS AND THE 7,722.90 ACRES OF CONSERVATION EASEMENTS THAT ALSO WERE GRANTED TO THE CONSERVANCY. DURING 2010, THE BOARD AND THE DONOR REVIEWED THE TERMS OF THE ENDOWMENT AND DETERMINED THAT THE STOCK PORTFOLIO WAS NOT PERMANENTLY RESTRICTED SINCE THE TERMS OF THE ENDOWMENT DO NOT PROHIBIT INVASION OF PRINCIPAL.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0ACCOUNTING FOR CONSERVATION EASEMENTS
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier1LIABILITY UNDER FIN 48 FOOTNOTE
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier2SUPPLEMENTAL FINANCIAL INFORMATION
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0SCHEDULE D, PAGE 1, PART II, LINE 9
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference1SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference2SCHEDULE D, PAGE 4, PART XIV
IRS990ScheduleD/IncludedOnFS0false
IRS990ScheduleD/NetUnrealizedGainsInvestments0-452240
IRS990ScheduleD/NetUnrealizedGLOnInvestments0-452240
IRS990ScheduleD/NmbrStatesInWhichEasementsHeld01
IRS990ScheduleD/OtherAssets/BookValue036268120
IRS990ScheduleD/OtherAssets/BookValue149025
IRS990ScheduleD/OtherAssets/Description0PRESERVE WILDLANDS AND EASEMENTS
IRS990ScheduleD/OtherAssets/Description1DIVIDENDS RECEIVABLE
IRS990ScheduleD/OtherLandBuildings/BookValue077501
IRS990ScheduleD/OtherLandBuildings/Depreciation0286180
IRS990ScheduleD/OtherLandBuildings/OtherCostOrOtherBasis0363681
IRS990ScheduleD/OtherLiabilities/Amount09099
IRS990ScheduleD/OtherLiabilities/Amount11612
IRS990ScheduleD/OtherLiabilities/Description0COPIER LEASE
IRS990ScheduleD/OtherLiabilities/Description1AUTO LEASE
IRS990ScheduleD/PermanentEndowmentEOYBalance01.00000
IRS990ScheduleD/ProtectionOfNaturalHabitat0X
IRS990ScheduleD/RevenueNotRptdF9900-452240
IRS990ScheduleD/RevenueSubtotal01281796
IRS990ScheduleD/Sect170hRequirementsSatisfied0false
IRS990ScheduleD/SolicitedAssetsForSale0false
IRS990ScheduleD/StaffHoursSpentOnEnforcement0555
IRS990ScheduleD/TotalAcreage07723
IRS990ScheduleD/TotalAdjustments0-452240
IRS990ScheduleD/TotalBookValueOtherAssets036317145
IRS990ScheduleD/TotalExpenses0851624
IRS990ScheduleD/TotalExpensesPerForm9900851624
IRS990ScheduleD/TotalNumberOfEasements08
IRS990ScheduleD/TotalOfAmounts010711
IRS990ScheduleD/TotalOfBookValueLandBuildings077501
IRS990ScheduleD/TotalRevenue01281796
IRS990ScheduleD/TotalRevenuePerForm99001281796
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt0851624
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt0829556
IRS990ScheduleD/WrittenPolicyMonitoring0true
IRS990/ScheduleJRequired0false
IRS990ScheduleL/Form990ScheduleLPartIV/AmountOfTransaction025724
IRS990ScheduleL/Form990ScheduleLPartIV/DescriptionOfTransaction0CLUB SERVICES
IRS990ScheduleL/Form990ScheduleLPartIV/NameOfInterestedPerson/NamePerson0SANTA LUCIA PRESERVE
IRS990ScheduleL/Form990ScheduleLPartIV/Relationship0COMMON BD MEM.
IRS990ScheduleL/Form990ScheduleLPartIV/SharingOfRevenues0false
IRS990ScheduleL/Form990ScheduleLPartV/Explanation0SANTA LUCIA CONSERVANCY SLC SHARES BOARD MEMBERS WITH SANTA LUCIA PRESERVE SLP A SEPARATE UNRELATED BUSINESS SLP IS OCCASIONALLY CONTRACTED BY SLC TO HOST BOARD MEETINGS IN SLP FACILITIES ON OTHER OCCASIONS SLC MAY HIRE SLP TO REPAIR EQUIPMENT OR TO PERFORM VARIOUS MAINTENANCE TASKS
IRS990ScheduleL/Form990ScheduleLPartV/Identifier0ADDITIONAL INFORMATION
IRS990ScheduleL/Form990ScheduleLPartV/ReturnReference0SCHEDULE L PART V
IRS990ScheduleO/GeneralExplanation/Explanation0THE PROCESS TO REVIEW THE FORM 990 IS THAT THE FINANCE COMMITTEE OF THE BOARD, ALONG WITH THE EXECUTIVE DIRECTOR AND BUSINESS MANAGER, REVIEWS THE FORM 990 BEFORE IT IS FILED.
IRS990ScheduleO/GeneralExplanation/Explanation1THE ORGANIZATION SENDS OUT AN ANNUAL CONFLICT OF INTEREST LETTER WITH A DISCLOSURE FORM THAT IS REQUIRED TO BE FILLED OUT AND RETURNED. THE COMPLETED FORMS ARE REVIEWED FOR COMPLIANCE. A SUMMARY IS READ INTO THE RECORD AT THE JUNE BOARD MEETING AND KEPT OF FILE.
IRS990ScheduleO/GeneralExplanation/Explanation2WHEN THE EXECUTIVE DIRECTOR WAS ORIGINALLY HIRED, THE BOARD CONDUCTED A MARKET STUDY TO DETERMINE THE APPROPRIATE SALARY. IN SUBSEQUENT YEARS, A PERFORMANCE EVALUATION HAS BEEN CONDUCTED. THE FULL BOARD THEN DISCUSSES AND APPROVES THE NEW SALARY IN A CLOSED SESSION. THE RESULTS OF THE CLOSED SESSION ARE DISCLOSED TO THE EXECUTIVE DIRECTOR. ONLY ONE OTHER OFFICER, THE BOARD CHAIR, IS COMPENSATED. THE BOARD CHAIR RECEIVES 1,000 PER MONTH TO COVER UNREIMBURSED TRAVEL AND OTHER EXPENSES, TOTALLING 12,000 IN 2011. THIS AMOUNT WAS DETERMINED BY ANALYZING THE COSTS OF TRAVEL AND OTHER EXPENSES.
IRS990ScheduleO/GeneralExplanation/Explanation3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUESTS MADE THROUGH THE WEBSITE (EMAIL REQUEST) OR BY ORAL OR WRITTEN REQUEST.
IRS990ScheduleO/GeneralExplanation/Identifier0ORGANIZATION'S PROCESS USED TO REVIEW FORM 990
IRS990ScheduleO/GeneralExplanation/Identifier1ENFORCEMENT OF CONFLICTS POLICY

Document Assets

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Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$60,908,112
Liabilities
$85,723
Net assets
$60,822,389
Revenue
-
Expenses
$851,624
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$72.6$0.40$72.2$3.12$2.31$0.81
2023Summary only. Only limited summary data is available for this year.$70.7$0.53$70.2$4.73$3.31$1.42
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$69.2$0.38$68.8$1.33$2.56$1.24
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$76.8$0.09$76.7$16.6$2.14$14.5
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$73.8$0.06$73.8$0.42$2.33$1.91
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$71.8$0.10$71.7$0.92$1.90$0.98
2018Summary only. Only limited summary data is available for this year.$68.3$0.11$68.1$2.38$1.33$1.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$70.2$0.08$70.1$1.03$1.11$0.08
2016Summary only. Only limited summary data is available for this year.$66.9$0.05$66.9$1.36$1.26$0.10
2015Detailed filing. Detailed filing data is available for this year.$65.5$0.07$65.4$0.91$1.07$0.16
2014Detailed filing. Detailed filing data is available for this year.$66.9$0.12$66.8$1.71$1.04$0.67
2013Detailed filing. Detailed filing data is available for this year.$65.3$0.11$65.2$2.88$0.93$1.95
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$63.2$0.08$63.1$0.94
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$60.9$0.09$60.8$0.85
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$60.9$0.06$60.8$0.92