Civic Intelligence

Sempervirens Fund

990 • Fiscal year 2022 • EIN 94-2155097

Jul 01, 2021 to Jun 30, 2022 • Filed on Oct 31, 2022

419 South San Antonio Road 211Los Altos, CA 94022-3640

(650) 949-1453

Siviq Scores

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

Liabilities / Assets

29th percentile

0.07x

Higher debt load relative to assets than 29% of similar nonprofits.

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

Liabilities / Revenue

54th percentile

0.33x

Higher debt load relative to revenue than 54% of similar nonprofits.

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

Net Margin

82nd percentile

33%

Higher net margin than 82% of similar nonprofits.

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

Top Officer Pay

55th percentile

$270,849

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

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

Asset Growth

76th percentile

13%

Faster asset growth than 76% of similar nonprofits.

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

Revenue Growth

16th percentile

-22%

Faster revenue growth than 16% of similar nonprofits.

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

Assets

Up

$44,886,574

Up $5,188,789 (+13%) from 2021

Net Assets

Up

$41,844,480

Up $2,937,717 (+7.6%) from 2021

Liabilities

Up

$3,042,094

Up $2,251,072 (+285%) from 2021

Revenue

Down

$9,236,785

Down $2,606,894 (-22%) from 2021

Expenses

Up

$6,151,100

Up $1,313,606 (+27%) from 2021

Net Income

Down

$3,085,685

Down $3,920,500 (-56%) from 2021

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2011: $21,700,302Liabilities 2011: $192,834Net Assets 2011: $21,507,4682011Assets 2012: $28,377,871Liabilities 2012: $2,789,923Net Assets 2012: $25,587,9482012Assets 2013: $28,647,037Liabilities 2013: $2,755,848Net Assets 2013: $25,891,1892013Assets 2014: $29,395,923Liabilities 2014: $2,644,531Net Assets 2014: $26,751,3922014Assets 2015: $24,527,931Liabilities 2015: $282,097Net Assets 2015: $24,245,8342015Assets 2016: $26,198,977Liabilities 2016: $131,503Net Assets 2016: $26,067,4742016Assets 2017: $27,643,720Liabilities 2017: $209,393Net Assets 2017: $27,434,3272017Assets 2018: $29,120,319Liabilities 2018: $1,313,127Net Assets 2018: $27,807,1922018Assets 2019: $31,544,991Liabilities 2019: $2,243,750Net Assets 2019: $29,301,2412019Assets 2020: $33,085,071Liabilities 2020: $1,317,215Net Assets 2020: $31,767,8562020Assets 2021: $39,697,785Liabilities 2021: $791,022Net Assets 2021: $38,906,7632021Assets 2022: $44,886,574Liabilities 2022: $3,042,094Net Assets 2022: $41,844,4802022Assets 2023: $38,420,145Liabilities 2023: $2,892,118Net Assets 2023: $35,528,0272023Assets 2024: $43,044,840Liabilities 2024: $2,891,130Net Assets 2024: $40,153,7102024

Highlighted filing

2022

Assets$44,886,574
Liabilities$3,042,094
Net Assets$41,844,480

Operations Trend

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2011: $3,363,2892011Expenses 2012: $3,668,6702012Expenses 2013: $2,922,4522013Revenue 2014: $3,374,201Expenses 2014: $2,561,900Net Income 2014: $812,3012014Revenue 2015: $8,506,068Expenses 2015: $10,984,517Net Income 2015: -$2,478,4492015Revenue 2016: $4,470,371Expenses 2016: $2,643,218Net Income 2016: $1,827,1532016Revenue 2017: $4,500,239Expenses 2017: $3,164,615Net Income 2017: $1,335,6242017Revenue 2018: $4,540,812Expenses 2018: $4,184,926Net Income 2018: $355,8862018Revenue 2019: $6,475,038Expenses 2019: $5,044,057Net Income 2019: $1,430,9812019Revenue 2020: $7,857,590Expenses 2020: $5,423,891Net Income 2020: $2,433,6992020Revenue 2021: $11,843,679Expenses 2021: $4,837,494Net Income 2021: $7,006,1852021Revenue 2022: $9,236,785Expenses 2022: $6,151,100Net Income 2022: $3,085,6852022Revenue 2023: $12,822,982Expenses 2023: $16,263,251Net Income 2023: -$3,440,2692023Revenue 2024: $10,963,707Expenses 2024: $6,678,078Net Income 2024: $4,285,6292024

Highlighted filing

2022

Revenue$9,236,785
Expenses$6,151,100
Net Income$3,085,685
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 31, 2022
Return Version
2021v4.2
Gross Receipts
$12,475,281
Mission and Program Overview

Mission

To ensure coast redwood forests in the santa cruz mountains thrive for generations to come. Since 1900, sempervirens has protected more than 36,000 acres. Learn more about our mission, vision, and strategic plan through 2030 at: sempervirens.org/redwoods-forward.

Protect and permanently preserve santa cruz redwood forest habitat.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$9,462,225$12,972,310▲ $3,510,085
Pledges and Grants Receivable$712,379$849,521▲ $137,142
Investments in Publicly Traded Securities$969,607$830,501▼ $139,106
Cash and Non-Interest-Bearing Accounts$424,761$475,704▲ $50,943
Prepaid Expenses and Deferred Charges$155,716$200,057▲ $44,341
Other Notes and Loans Receivable, Net$18,261$18,261→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$39,697,785$44,886,574▲ $5,188,789
Other Assets Total$27,954,836$29,540,220▲ $1,585,384
Liabilities
Unsecured Notes Loans Payable$340,000$2,415,000▲ $2,075,000
Accounts Payable and Accrued Expenses$446,058$627,094▲ $181,036
Other Liabilities$4,964$0▼ $4,964
Total Liabilities$791,022$3,042,094▲ $2,251,072
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$31,298,521$31,542,535▲ $244,014
Net Assets With Donor Restrictions$7,608,242$10,301,945▲ $2,693,703
Total Net Assets Fund Balance$38,906,763$41,844,480▲ $2,937,717
Total Liabilities and Net Assets / Fund Balance$39,697,785$44,886,574▲ $5,188,789

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$153,467$153,467
Leasehold Improvements$0$96,792$96,792
Other Land Buildings$0$90,124$90,124
Other Assets Org$52,500--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$1,415,009-▼ $51,962$570,000$787,453
2020$739,404$900,000▲ $142,969$330,000$1,415,009
2019$733,129-▲ $12,269-$739,404
2018$187,697$517,087▲ $33,939-$733,129
2017$263,448-▲ $6,835$82,586$187,697
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sara BarthExecutive DirectorFT$230,157$40,692$270,849
Michael KawalekDeputy DirectorFT$171,098$28,120$199,218
Matthew ShafferChief Marketing/communications OfficerFT$170,000$15,608$185,608
Matthew ShafferChief Marketing/communications Offic-$170,000$15,608$185,608
Julie SeelenChief Philanthropy OfficerFT$147,738$24,900$172,638
Patrick GibbonsChief Financial OfficerPT$132,000$19,440$151,440
Laura MclendonDirector of Land ConservationFT$113,560$17,865$131,425
Amanda KraussDirector of Tribute and Legacy GivingFT$105,576$17,920$123,496

Board Members and Trustees

NameTitle
Pam KochPresident
Evan SiegelVice President
Bill HarrisDirector
Channing ChenDirector
Diane TalbertDirector
Jacqueline WenderDirector
Kent PutnamDirector
Kevin FlynnDirector
Michael WatkinsDirector
Ncik WyckoffDirector
Peter StapleDirector
Steve ReedDirector
Vishy VenugopalanDirector
Gage DaytonSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$9,202,906
Program Service Revenue
$0
Investment Income
$33,576
Other Revenue
$303
All Other Contributions
$9,093,310
Change in Net Assets
$3,085,685

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded13$520,612Fair Market Value (FMV)
Total Noncash Contributions13$520,612-

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,228,779
Revenue Not Reported on Financial Statements
$8,006
Revenue Not Reported on Form 990
$-66,593
Total Revenue per Audited Statements
$9,162,186
Total Revenue per Form 990
$9,236,785
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,861,219
Salaries, Compensation, and Employee Benefits$2,246,234
Total Fundraising Expense$1,441,037
Professional Fundraising Fees$43,647
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$663,692$167,184$149,405$980,281
Current Officers, Directors, Trustees, and Key Employees$384,053$124,962$467,564$976,579
Depreciation Depletion$598,495--$598,495
Fees for Services Other$332,352$18,466-$350,818
Office Expenses$70,275$36,752$109,638$216,665
Occupancy$84,832$69,353$45,920$200,105
Payroll Taxes$68,455$18,250$44,256$130,961
Advertising$104,539--$104,539
Other Employee Benefits$57,554$13,013$23,480$94,047
Pension Plan Contributions$45,377$8,150$10,839$64,366
Insurance$29,312$11,081$12,483$52,876
Fees for Services Professional Fundraising--$43,647$43,647
All Other Expenses$31,476$7,384$1,819$40,679
Fees for Services Accounting-$37,000-$37,000
Fees for Services Legal-$26,258-$26,258
Other Expenses$14,838-$7,951$22,789
Travel$13,315$406$5,860$19,581
Conferences and Meetings$2,552$4,210$6,868$13,630
Fees for Service Investment Mgmnt Fees-$8,006-$8,006
Interest$2,975--$2,975
Total Functional Expenses$4,159,588$550,475$1,441,037$6,151,100

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$6,224,469
Total Expenses per Form 990$6,151,100
Expenses per Audited Statements$6,143,094
Expenses Not Reported on Form 990$81,375
Expenses Not Reported on Financial Statements$8,006
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$43,647
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
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

The organization retains a professional cpa firm to work closely with the finance director to prepare form 990. Prior to filing, the form is reviewed and approved by the audit committee, with copies to the full board of directors.

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

Board members and staff annually prepare executive disclosure letters describing any current or proposed transactions that may pose a conflict. The disclosures are retained on file. The executive director also monitors board member involvement with any land transactions.

Form 990, Part VI, Section B, Line 15

Compensation for all employees, including the executive director, is based on the following data which is updated annually: - market data generated by an independent third party; and - accounting and salary surveys. An independent compensation consultant provided additional assistance setting the executive director's compensation.

Form 990, Part VI, Section C, Line 19

Organizational documents, the conflict of interest policy, the most recent financial statement, form 1023 and three years' of form 990 are available for inspection at our offices, or on our website.

Filing and Contact Details

Filer

Filer Name
Sempervirens Fund
EIN
94-2155097
Phone
6509491453
Address
419 SOUTH SAN ANTONIO ROAD 211, LOS ALTOS, CA 94022-3640

Signing Officer

Name
Sara Barth
Title
Executive Director
Phone
6509491453
Signed
2022-10-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sara Barth
Formed
1906
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
19
Volunteers
100

Preparer

Firm
Baker Tilly US Llp
Address
18500 VON KARMAN AVE 10TH FLOOR, IRVINE, CA 92612
Preparer
Brian Yacker
Phone
9492222999
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Net change in value of charitable remainder trusts -4,237.

FORM 990, PART XII, LINE 2C:

The organization did not change its oversight process or selection process during the tax year.

Financial Statement Notes

PART II, LINE 9:

Acquisitions of conservation, open space, scenic, timber or other such perpetually obligated and enforceable easements shall be recorded as contribution of easement valued from the seller to sempervirens fund. Once such easements have been received and recorded by sempervirens fund svf, their value will be written down to $1.00 when easement valuation is not ascertainable and needs to reflect the fact that they have no future commercial or obtainable value.

PART III, LINE 4:

The organization's collection includes ansel adams artwork.

PART V, LINE 4:

Permanently restricted net assets represent endowment funds, for which the principal is to remain intact and earnings are available for use by sempervirens fund. The board of sempervirens fund has interpreted california's adoption of upmifa, which became effective january 1, 2009 as requiring the preservation of the fair value of the original gift as of the gift date of the donor-restricted endowments absent explicit donor stipulations to the contrary. As a result of this interpretation, sempervirens fund classifies as permanently restricted net assets (1) the original value of gifts donated to the permanent endowment, (2) the original value of subsequent gifts donated to the permanent endowment, and (3) additions to the permanent endowment in accordance with donor directions. The remaining portion of the donor-restricted endowment fund that is not classified in permanently restricted net assets but is classified as temporarily restricted net assets until those amounts are appropriated for expenditure by the fund in a manner consistent with the standard of prudence prescribed by california's enacted version of upmifa. Sempervirens fund's endowment currently consists of one fund created as the result of a bequest of $186,456 received with the stipulation that it be used for endowment purposes with income therefrom to be used for sempervirens fund's operations. All income earned on endowment fund investments is treated as temporarily restricted until appropriated by the board of sempervirens fund. The board of sempervirens fund considers the following factors in making a determination to appropriate or accumulate donor-restricted endowment funds: -the duration and preservation of fund. -the purposes of fund and the donor restrictions. -general economic conditions. -the possible effects of inflation and deflation. -the expected total return from income and the appreciation of investments. -other resources of sempervirens fund. -the investment policies of sempervirens fund.

PART X, LINE 2:

The fund has been granted tax exempt status under section 501(c)(3) by the internal revenue service (irs) and under section 23701d by the california franchise tax board. Each year, management considers whether any material tax position the fund has taken is more likely than not to be sustained upon examination by the applicable taxing authority. Management believes that any positions the fund has taken are supported by substantial authority and, hence, do not need to be measured or disclosed in these financial statements.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Net change in value of charitable remainder trusts -4,237.

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt617920
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/PersonNm0SARA BARTH
IRS990/Form990PartVIISectionAGrp/PersonNm1MICHAEL KAWALEK
IRS990/Form990PartVIISectionAGrp/PersonNm2MATTHEW SHAFFER
IRS990/Form990PartVIISectionAGrp/PersonNm3JULIE SEELEN
IRS990/Form990PartVIISectionAGrp/PersonNm4PATRICK GIBBONS
IRS990/Form990PartVIISectionAGrp/PersonNm5LAURA MCLENDON
IRS990/Form990PartVIISectionAGrp/PersonNm6AMANDA KRAUSS
IRS990/Form990PartVIISectionAGrp/PersonNm7PAM KOCH
IRS990/Form990PartVIISectionAGrp/PersonNm8EVAN SIEGEL
IRS990/Form990PartVIISectionAGrp/PersonNm9GAGE DAYTON
IRS990/Form990PartVIISectionAGrp/PersonNm10KENT PUTNAM
IRS990/Form990PartVIISectionAGrp/PersonNm11MICHAEL WATKINS
IRS990/Form990PartVIISectionAGrp/PersonNm12VISHY VENUGOPALAN
IRS990/Form990PartVIISectionAGrp/PersonNm13DIANE TALBERT
IRS990/Form990PartVIISectionAGrp/PersonNm14PETER STAPLE
IRS990/Form990PartVIISectionAGrp/PersonNm15STEVE REED
IRS990/Form990PartVIISectionAGrp/PersonNm16NCIK WYCKOFF
IRS990/Form990PartVIISectionAGrp/PersonNm17BILL HARRIS
IRS990/Form990PartVIISectionAGrp/PersonNm18KEVIN FLYNN
IRS990/Form990PartVIISectionAGrp/PersonNm19JACQUELINE WENDER
IRS990/Form990PartVIISectionAGrp/PersonNm20CHANNING CHEN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0250157
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1171098
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2170000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3150238
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4132000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt5113560
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6105576
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
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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/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DEPUTY DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHIEF MARKETING/COMMUNICATIONS OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHIEF PHILANTHROPY OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR OF LAND CONSERVATION
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIR. OF TRIBUTE AND LEGACY GIVING
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt9SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01906
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-9101
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GovernmentGrantsAmt0109596
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03229395
IRS990/GrossReceiptsAmt012475281
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt07
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/FundraisingAmt012483
IRS990/InsuranceGrp/ManagementAndGeneralAmt011081
IRS990/InsuranceGrp/ProgramServicesAmt029312
IRS990/InsuranceGrp/TotalAmt052876
IRS990/InterestGrp/ProgramServicesAmt02975
IRS990/InterestGrp/TotalAmt02975
IRS990/InvestmentIncomeGrp/ExclusionAmt042677
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt042677
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0969607
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0830501
IRS990/IRPDocumentCnt012
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0340383
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt0340383
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03238496
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROTECT AND PERMANENTLY PRESERVE REDWOOD FORESTS (SEQUOIA SEMPERVIRENS), WILDLIFE HABITATS, WATERSHEDS, AND OTHER IMPORTANT NATURAL AND SCENIC FEATURES OF CALIFORNIA'S SANTA CRUZ MOUNTAINS, AND TO ENCOURAGE PUBLIC APPRECIATION AND ENJOYMENT OF THIS ENVIRONMENT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt038906763
IRS990/NetAssetsOrFundBalancesEOYAmt041844480
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-9101
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-9101
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-143731
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt031298521
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt031542535
IRS990/NoncashContributionsAmt0520612
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt045920
IRS990/OccupancyGrp/ManagementAndGeneralAmt069353
IRS990/OccupancyGrp/ProgramServicesAmt084832
IRS990/OccupancyGrp/TotalAmt0200105
IRS990/OfficeExpensesGrp/FundraisingAmt0109638
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt036752
IRS990/OfficeExpensesGrp/ProgramServicesAmt070275
IRS990/OfficeExpensesGrp/TotalAmt0216665
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt027954836
IRS990/OtherAssetsTotalGrp/EOYAmt029540220
IRS990/OtherChangesInNetAssetsAmt0-4237
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt023480
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt013013
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt057554
IRS990/OtherEmployeeBenefitsGrp/TotalAmt094047
IRS990/OtherExpensesGrp/Desc0SPECIAL PROJECTS
IRS990/OtherExpensesGrp/Desc1DIRECT MAIL SERVICES
IRS990/OtherExpensesGrp/Desc2STEWARDSHIP EXPENSES
IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/FundraisingAmt0511307
IRS990/OtherExpensesGrp/FundraisingAmt17951
IRS990/OtherExpensesGrp/ProgramServicesAmt01343960
IRS990/OtherExpensesGrp/ProgramServicesAmt120896
IRS990/OtherExpensesGrp/ProgramServicesAmt2290640
IRS990/OtherExpensesGrp/ProgramServicesAmt314838
IRS990/OtherExpensesGrp/TotalAmt01343960
IRS990/OtherExpensesGrp/TotalAmt1532203
IRS990/OtherExpensesGrp/TotalAmt2290640
IRS990/OtherExpensesGrp/TotalAmt322789
IRS990/OtherLiabilitiesGrp/BOYAmt04964
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt0303
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0303
IRS990/OtherRevenueTotalAmt0303
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0149405
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0167184
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0663692
IRS990/OtherSalariesAndWagesGrp/TotalAmt0980281
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt018261
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt018261
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt044256
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt018250
IRS990/PayrollTaxesGrp/ProgramServicesAmt068455
IRS990/PayrollTaxesGrp/TotalAmt0130961
IRS990/PensionPlanContributionsGrp/FundraisingAmt010839
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt08150
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt045377
IRS990/PensionPlanContributionsGrp/TotalAmt064366
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0712379
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0849521
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0155716
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0200057
IRS990/PrincipalOfficerNm0SARA BARTH
IRS990/ProfessionalFundraisingInd01
IRS990/ProgSrvcAccomActy2Grp/Desc0LAND ACQUISITION AND DISPOSITIONSEMPERVIRENS FUND WORKS CLOSELY WITH CALIFORNIA STATE PARKS, OTHER PUBLIC AGENCIES, AND LOCAL NONPROFITS TO MAKE STRATEGIC LAND PURCHASES THAT CREATE, EXPAND, AND LINK REDWOOD FORESTS AND PARKS. IN MOST CASES, THE FUND ACQUIRES FEE TITLE TO LAND WITH THE INTENTION OF EVENTUALLY TRANSFERRING IT INTO PUBLIC OWNERSHIP; HOWEVER, IN SOME CASES, IT ACQUIRES AND HOLDS CONSERVATION EASEMENTS THAT PROVIDE CERTAIN RIGHTS SUCH AS TRAIL ACCESS OR PREVENT FUTURE DEVELOPMENT OR LIMIT TIMBER HARVESTING ON PRIVATELY HELD PARCELS OF LAND. WHEN APPROPRIATE, THE FUND ALSO ENTERS INTO JOINT VENTURES WITH OTHER LAND CONSERVATION ORGANIZATIONS PROVIDING CASH OR OTHER ASSETS TO SUPPORT PRIORITY CONSERVATION PROJECTS. THE FUND'S PARTICIPATION APPEARS AS DIRECT EXPENSES WITHIN LAND PROGRAM EXPENSES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01639798
IRS990/ProgSrvcAccomActy3Grp/Desc0EDUCATION AND OUTREACHSEMPERVIRENS FUND REGULARLY COMMUNICATES GENERAL INFORMATION ABOUT ITS WORK, AND OPPORTUNITIES TO FIND RECREATION IN THE SANTA CRUZ MOUNTAINS. THE COMMUNICATION STRATEGIES INCLUDE PUBLICATIONS, OTHER PRINTED MATERIALS, WEBSITE, SOCIAL MEDIA, ELECTRONIC NEWSLETTERS; OUTREACH ACTIVITIES INCLUDE EVENTS, SPEAKERS, HIKING AND VOLUNTEER OPPORTUNITIES. THE FOCUS OF SEMPERVIRENS FUND IS TO INFORM NEW GROUPS OF PEOPLE ABOUT IT'S WORK; INTRODUCE THEM TO OUTDOOR RECREATION OPPORTUNITIES; AND CULTIVATE THEIR INTEREST TO BECOME NEW STEWARDS OF THE SANTA CRUZ MOUNTAINS HABITAT. SEMPERVIRENS FUND STRIVES TO BE INCLUSIVE AND WELCOMING TO ALL PEOPLE, AND VALUES DIVERSE BACKGROUNDS AND DIVERSE PERSPECTIVES.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0680529
IRS990/ProgSrvcAccomActyOtherGrp/Desc0TREES AND GROVESSEMPERVIRENS FUND PROVIDES THE OPPORTUNITY FOR ITS DONORS TO DEDICATE A TREE OR GROVE LOCATED WITHIN ONE OF THE STATE PARKS OF THE SANTA CRUZ MOUNTAINS. SEMPERVIRENS FUND HAS ENTERED INTO AN AGREEMENT WITH CALIFORNIA STATE PARKS WHEREBY THE FUND IS PERMITTED TO SELL THE NAMING RIGHTS TO THE TREES.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0128967
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt011430120
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt060000
IRS990/PYInvestmentIncomeAmt099620
IRS990/PYOtherExpensesAmt02866781
IRS990/PYOtherRevenueAmt0313939
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt07006185
IRS990/PYSalariesCompEmpBnftPaidAmt01910713
IRS990/PYTotalExpensesAmt04837494
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt011843679
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt03085685
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.0$2.89$40.2$11.0$6.68$4.29
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.4$2.89$35.5$12.8$16.3$3.44
2022Detailed filing. Detailed filing data is available for this year.$44.9$3.04$41.8$9.24$6.15$3.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.7$0.79$38.9$11.8$4.84$7.01
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.1$1.32$31.8$7.86$5.42$2.43
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.5$2.24$29.3$6.48$5.04$1.43
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.1$1.31$27.8$4.54$4.18$0.36
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.6$0.21$27.4$4.50$3.16$1.34
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.2$0.13$26.1$4.47$2.64$1.83
2015Detailed filing. Detailed filing data is available for this year.$24.5$0.28$24.2$8.51$11.0$2.48
2014Detailed filing. Detailed filing data is available for this year.$29.4$2.64$26.8$3.37$2.56$0.81
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.6$2.76$25.9$2.92
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.4$2.79$25.6$3.67
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.7$0.19$21.5$3.36
Peer Organizations

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