Civic Intelligence

California Institute of Environmental Studies

EIN 94-2353199 • 501(c)3 • Davis, CA

Profile

The institute is dedicated to scientific research, the results of which are used to promote public awareness and education in the areas of conservation biology and ecology, including the wise use of natural resources.

PO Box 1185Davis, CA 95617

n/A

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.16x

Higher debt load relative to assets than 63% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

49th percentile

0.07x

Higher debt load relative to revenue than 49% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

42nd percentile

1.1%

Higher net margin than 42% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

73rd percentile

$116,041

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 8.5% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

46th percentile

2.1%

Faster asset growth than 46% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

61st percentile

14%

Faster revenue growth than 61% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$626,687

Up $13,190 (+2.1%) from 2023

Liabilities

Down

$97,300

Down $30,219 (-24%) from 2023

Net Assets

Up

$529,387

Up $43,409 (+8.9%) from 2023

Revenue

Up

$1,367,086

Up $171,575 (+14%) from 2023

Expenses

Up

$1,352,137

Up $175,603 (+15%) from 2023

Net Income

Down

$14,949

Down $4,028 (-21%) from 2023

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $393,736Liabilities 2011: $481Net Assets 2011: $393,2552011Assets 2012: $649,751Liabilities 2012: $233,833Net Assets 2012: $415,9182012Assets 2013: $678,127Liabilities 2013: $151,569Net Assets 2013: $526,5582013Assets 2014: $636,686Liabilities 2014: $131,133Net Assets 2014: $505,5532014Assets 2015: $675,022Liabilities 2015: $101,211Net Assets 2015: $573,8112015Assets 2016: $616,284Liabilities 2016: $63,063Net Assets 2016: $553,2212016Assets 2017: $540,400Liabilities 2017: $43,381Net Assets 2017: $497,0192017Assets 2018: $518,262Liabilities 2018: $38,958Net Assets 2018: $479,3042018Assets 2019: $540,536Liabilities 2019: $40,177Net Assets 2019: $500,3592019Assets 2020: $525,061Liabilities 2020: $23,839Net Assets 2020: $501,2222020Assets 2021: $514,325Liabilities 2021: $49,691Net Assets 2021: $464,6342021Assets 2022: $518,393Liabilities 2022: $57,995Net Assets 2022: $460,3982022Assets 2023: $613,497Liabilities 2023: $127,519Net Assets 2023: $485,9782023Assets 2024: $626,687Liabilities 2024: $97,300Net Assets 2024: $529,3872024

Highlighted filing

2024

Assets$626,687
Liabilities$97,300
Net Assets$529,387

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $390,672Expenses 2011: $393,457Net Income 2011: -$2,7852011Revenue 2012: $627,569Expenses 2012: $614,569Net Income 2012: $13,0002012Expenses 2013: $829,4302013Revenue 2014: $921,509Expenses 2014: $936,153Net Income 2014: -$14,6442014Revenue 2015: $922,453Expenses 2015: $851,480Net Income 2015: $70,9732015Revenue 2016: $706,966Expenses 2016: $730,762Net Income 2016: -$23,7962016Revenue 2017: $652,401Expenses 2017: $710,730Net Income 2017: -$58,3292017Revenue 2018: $669,269Expenses 2018: $687,371Net Income 2018: -$18,1022018Revenue 2019: $774,126Expenses 2019: $761,425Net Income 2019: $12,7012019Revenue 2020: $659,510Expenses 2020: $674,592Net Income 2020: -$15,0822020Revenue 2021: $788,777Expenses 2021: $830,516Net Income 2021: -$41,7392021Revenue 2022: $884,381Expenses 2022: $885,591Net Income 2022: -$1,2102022Revenue 2023: $1,195,511Expenses 2023: $1,176,534Net Income 2023: $18,9772023Revenue 2024: $1,367,086Expenses 2024: $1,352,137Net Income 2024: $14,9492024

Highlighted filing

2024

Revenue$1,367,086
Expenses$1,352,137
Net Income$14,949

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.63$0.10$0.53$1.37$1.35$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.61$0.13$0.49$1.20$1.18$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.52$0.06$0.46$0.88$0.89$0.00
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.51$0.05$0.46$0.79$0.83$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.53$0.02$0.50$0.66$0.67$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.54$0.04$0.50$0.77$0.76$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.52$0.04$0.48$0.67$0.69$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.54$0.04$0.50$0.65$0.71$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.62$0.06$0.55$0.71$0.73$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.68$0.10$0.57$0.92$0.85$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.64$0.13$0.51$0.92$0.94$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.15$0.53$0.83
2012Summary only. Only limited summary data is available for this year.$0.65$0.23$0.42$0.63$0.61$0.01
2011Summary only. Only limited summary data is available for this year.$0.39$0.00$0.39$0.39$0.39$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 4, 2025
Return Version
2023v6.0
Gross Receipts
$1,367,086
Mission and Program Overview

Mission

The institute is dedicated to scientific research, the results of which are used to promote public awareness and education in the areas of conservation biology and ecology, including the wise use of natural resources.

The institute is dedicated to scientific research, the results of which are used to promote public awareness and education in the areas of conservation biology and ecology,including the wise use of natural resources.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$221,075$258,788▲ $37,713
Pledges and Grants Receivable$286,413$186,255▼ $100,158
Cash and Non-Interest-Bearing Accounts$53,614$136,605▲ $82,991
Savings and Temporary Cash Investments$41,128$43,142▲ $2,014
Prepaid Expenses and Deferred Charges$9,518$0▼ $9,518
Land, Buildings, and Equipment, Net$1,749$1,897▲ $148
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
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$613,497$626,687▲ $13,190
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$118,280$97,300▼ $20,980
Deferred Revenue$6,776--
Total Liabilities$125,056$97,300▼ $27,756
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$488,441$529,387▲ $40,946
Total Net Assets Fund Balance$488,441$529,387▲ $40,946
Total Liabilities and Net Assets / Fund Balance$613,497$626,687▲ $13,190

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,897$33,698$35,595
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Michael ParkerExecutive DirectorFT$116,041$116,041
Katy CarterOperations Mgr.FT$86,694$86,694

Board Members and Trustees

NameTitle
Paul R KellyPresident/Chair
Bart WickelMember
Franklin GressMember
Marge KolarSecretary
Christopher DeweesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,353,459
Program Service Revenue
$0
Investment Income
$13,627
Other Revenue
$0
All Other Contributions
$381,506
Change in Net Assets
$14,949

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,367,086
Total Revenue per Audited Statements
$1,367,086
Total Revenue per Form 990
$1,367,086
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$989,770
Other Expenses$362,367
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$674,313$23,753-$698,066
Current Officers, Directors, Trustees, and Key Employees$88,125$114,610-$202,735
Travel$110,608$20,605-$131,213
Payroll Taxes$64,420$10,579-$74,999
Fees for Services Other$16,800$6,600-$23,400
Other Employee Benefits$10,870$3,100-$13,970
Insurance-$12,733-$12,733
Office Expenses$700$6,973-$7,673
Other Expenses$2,428$4,074-$6,502
Occupancy$4,111$2,109-$6,220
All Other Expenses$2,205$3,516-$5,721
Fees for Services Accounting-$2,766-$2,766
Total Functional Expenses$1,118,151$233,986$0$1,352,137

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,352,137
Total Expenses per Audited Statements$1,352,137
Total Expenses per Form 990$1,352,137
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
No
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

The draft of the form 990 is given to each board member for review. The preparer of the form 990 will make any necessary revisions. Once all changes have been made, the board will approve the 990. The board treasurer signs the form 8879 eo authorizing the preparer to file the return electronically prior to filing the return.

Form 990, Part VI, Section C, Line 18

Copies are maintained at the corporation office and are available as requested.

Form 990, Part VI, Section C, Line 19

No documents available to the public.

FORM 990, PART VI, LINE 12C -EXPLANATION OF MONITORING AND ENFORCEMENt

The organization monitors compliance through self-monitoring. The conflict of interest policy includes officers, directors, and interested parties. It requires each party to submit an annual questionnaire, and provides that any person found to have a conflict is excluded from deliberations and decisions concerning the conflict.

Form 990, Part VI, Line 15A - Compensation Review & Approval Process

Any change in the executive director salary or any other officer salary is reviewed by at least one independent member of the board, and findings contemporaneously recorded. Comparability data is reviewed; however funding restrictions limit the amount of salary allowable. The director salary is below average comparable salaries.

Filing and Contact Details

Filer

Filer Name
California Institute of Environmental
EIN
94-2353199
Phone
5304001512
Address
PO BOX 1185, Davis, CA 95617

Signing Officer

Name
Christopher Dewees
Title
Treasurer
Signed
2025-08-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Franklin Gress
Formed
1976
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
25
Volunteers
180

Preparer

Firm
Smith & James
Address
360 TULARE AVE, MORRO BAY, CA 93442
Preparer
Tawny M James CPA
Phone
5308482624
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4A - Program Service Accomplishments

California Institute of Environmental Studies (CIES) is a non-profit organization that was established with the purpose of promoting conservation of marine and coastal birds and their habitats. In recent years, CIES has expanded its role in habitat conservation to include working with a variety of heavily impacted island habitats within the Channel Islands. During this past year, CIES was a key stakeholder in the conservation of natural resources, particularly marine birds and their habitats, within the Channel Islands. During fiscal year 2023-2024, CIES continued to be a leader within California for marine bird conservation. CIES conducted numerous studies and conservation actions for 16 species of marine birds working with land managers within the Channel Islands. Seabird conservation and monitoring work was conducted on 7 of the 8 Channel Islands, working with 6 different organizations. In addition, CIES staff assisted the Marine Bird Restoration Group of Japan, a sister nonprofit organization, with a study of Japanese murrelets. CIES produced numerous annual reports for its clients, presented results at several scientific conferences, and submitted 1 paper for publication during the year.Furthermore, CIES continues to expand its role in island habitat conservation within the Channel Islands. CIES conducted extensive restoration work for The Channel Islands National Park working with the National Park Service, U.S. Geological Survey, and The Nature Conservancy. Restoration work benefiting marine and coastal birds as well as a wide range of plant and animal species were conducted on Anacapa, Santa Cruz, Santa Rosa, Santa Barbara and San Miguel islands. CIES conducted restoration work over hundreds of acres and out planted over 8,000 plants as part of these restoration efforts. Significant progress in habitat restoration was gained at Anacapa and Santa Rosa islands this past year. Also, during this fiscal year, CIES played a significant role in monitoring island fox and island skunk populations at Santa Cruz, Santa Rosa, and San Miguel islands. CIES also played a lead role in efforts to eradicate Argentine ants from Santa Cruz Island. Finally, CIES has developed a partnership with the Catalina Island Conservancy and works with this organization on habitat restoration at Catalina Island. We anticipate expanding that partnership during the next fiscal year.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE DRAFT OF THE FORM 990 IS GIVEN TO EACH BOARD MEMBER FOR REVIEW. THE PREPARER OF THE FORM 990 WILL MAKE ANY NECESSARY REVISIONS. ONCE ALL CHANGES HAVE BEEN MADE, THE BOARD WILL APPROVE THE 990. THE BOARD TREASURER SIGNS THE FORM 8879 EO AUTHORIZING THE PREPARER TO FILE THE RETURN ELECTRONICALLY PRIOR TO FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COPIES ARE MAINTAINED AT THE CORPORATION OFFICE AND ARE AVAILABLE AS REQUESTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3California Institute of Environmental Studies (CIES) is a non-profit organization that was established with the purpose of promoting conservation of marine and coastal birds and their habitats. In recent years, CIES has expanded its role in habitat conservation to include working with a variety of heavily impacted island habitats within the Channel Islands. During this past year, CIES was a key stakeholder in the conservation of natural resources, particularly marine birds and their habitats, within the Channel Islands. During fiscal year 2023-2024, CIES continued to be a leader within California for marine bird conservation. CIES conducted numerous studies and conservation actions for 16 species of marine birds working with land managers within the Channel Islands. Seabird conservation and monitoring work was conducted on 7 of the 8 Channel Islands, working with 6 different organizations. In addition, CIES staff assisted the Marine Bird Restoration Group of Japan, a sister nonprofit organization, with a study of Japanese murrelets. CIES produced numerous annual reports for its clients, presented results at several scientific conferences, and submitted 1 paper for publication during the year.Furthermore, CIES continues to expand its role in island habitat conservation within the Channel Islands. CIES conducted extensive restoration work for The Channel Islands National Park working with the National Park Service, U.S. Geological Survey, and The Nature Conservancy. Restoration work benefiting marine and coastal birds as well as a wide range of plant and animal species were conducted on Anacapa, Santa Cruz, Santa Rosa, Santa Barbara and San Miguel islands. CIES conducted restoration work over hundreds of acres and out planted over 8,000 plants as part of these restoration efforts. Significant progress in habitat restoration was gained at Anacapa and Santa Rosa islands this past year. Also, during this fiscal year, CIES played a significant role in monitoring island fox and island skunk populations at Santa Cruz, Santa Rosa, and San Miguel islands. CIES also played a lead role in efforts to eradicate Argentine ants from Santa Cruz Island. Finally, CIES has developed a partnership with the Catalina Island Conservancy and works with this organization on habitat restoration at Catalina Island. We anticipate expanding that partnership during the next fiscal year.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MONITORS COMPLIANCE THROUGH SELF-MONITORING. THE CONFLICT OF INTEREST POLICY INCLUDES OFFICERS, DIRECTORS, AND INTERESTED PARTIES. IT REQUIRES EACH PARTY TO SUBMIT AN ANNUAL QUESTIONNAIRE, AND PROVIDES THAT ANY PERSON FOUND TO HAVE A CONFLICT IS EXCLUDED FROM DELIBERATIONS AND DECISIONS CONCERNING THE CONFLICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ANY CHANGE IN THE EXECUTIVE DIRECTOR SALARY OR ANY OTHER OFFICER SALARY IS REVIEWED BY AT LEAST ONE INDEPENDENT MEMBER OF THE BOARD, AND FINDINGS CONTEMPORANEOUSLY RECORDED. COMPARABILITY DATA IS REVIEWED; HOWEVER FUNDING RESTRICTIONS LIMIT THE AMOUNT OF SALARY ALLOWABLE. THE DIRECTOR SALARY IS BELOW AVERAGE COMPARABLE SALARIES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART III, LINE 4A - PROGRAM SERVICE ACCOMPLISHMENTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, LINE 12C -EXPLANATION OF MONITORING AND ENFORCEMENt
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, LINE 15A - COMPENSATION REVIEW & APPROVAL PROCESS
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