Civic Intelligence

Homestead Valley Land Trust Inc

EIN 94-2375721 • 501(c)3 • Mill Valley, CA

Pub. 78 Eligible

Profile

To protect, maintain, and restore marin county-owned open space and parklands within homestead valley for the benefit of sustainable public enjoyment, wildlife habitat, and wildland fire safety.

315 Montford AveMill Valley, CA 94941

hvlt.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

52nd percentile

2.8%

Higher net margin than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

63rd percentile

5.9%

Faster asset growth than 63% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

68th percentile

15%

Faster revenue growth than 68% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$46,707

Up $2,609 (+5.9%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$46,707

Up $2,609 (+5.9%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin52nd percentile

Revenue

Up

$92,407

Up $11,938 (+15%) from 2024

Expenses

Down

$89,798

Down $2,240 (-2.4%) from 2024

Net Income

Up

$2,609

Up $14,178 (+123%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth63rd percentile

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

$100K$50K$0Assets 2012: $88,234Liabilities 2012: $02012Assets 2013: $58,869Liabilities 2013: $02013Assets 2014: $38,698Liabilities 2014: $02014Assets 2015: $12,814Liabilities 2015: $02015Assets 2016: $23,722Liabilities 2016: $02016Assets 2017: $39,648Liabilities 2017: $02017Assets 2018: $38,484Liabilities 2018: $02018Assets 2019: $32,295Liabilities 2019: $02019Assets 2020: $84,790Liabilities 2020: $0Net Assets 2020: $84,7902020Assets 2021: $39,661Liabilities 2021: $0Net Assets 2021: $39,6612021Assets 2022: $58,295Liabilities 2022: $0Net Assets 2022: $58,2952022Assets 2023: $55,724Liabilities 2023: $92Net Assets 2023: $55,6322023Assets 2024: $44,098Net Assets 2024: $44,0982024Assets 2025: $46,707Net Assets 2025: $46,7072025

Highlighted filing

2025

Assets$46,707
Liabilities-
Net Assets$46,707
Open 2025 Filing

Operations Trend

Revenue Growth68th percentile

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

$300K$200K$100K$0-$100KRevenue 2012: $79,780Expenses 2012: $77,020Net Income 2012: $2,7602012Revenue 2013: $109,475Expenses 2013: $138,840Net Income 2013: -$29,3652013Revenue 2014: $42,945Expenses 2014: $61,803Net Income 2014: -$18,8582014Revenue 2015: $116,775Expenses 2015: $142,660Net Income 2015: -$25,8852015Revenue 2016: $74,790Expenses 2016: $63,881Net Income 2016: $10,9092016Revenue 2017: $119,214Expenses 2017: $103,288Net Income 2017: $15,9262017Revenue 2018: $183,817Expenses 2018: $184,981Net Income 2018: -$1,1642018Revenue 2019: $116,138Expenses 2019: $122,327Net Income 2019: -$6,1892019Revenue 2020: $221,065Expenses 2020: $163,571Net Income 2020: $57,4942020Revenue 2021: $129,875Expenses 2021: $175,003Net Income 2021: -$45,1282021Revenue 2022: $96,141Expenses 2022: $69,413Net Income 2022: $26,7282022Revenue 2023: $103,195Expenses 2023: $105,858Net Income 2023: -$2,6632023Revenue 2024: $80,469Expenses 2024: $92,038Net Income 2024: -$11,5692024Revenue 2025: $92,407Expenses 2025: $89,798Net Income 2025: $2,6092025

Highlighted filing

2025

Revenue$92,407
Expenses$89,798
Net Income$2,609
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$46,707
Liabilities
-
Net assets
$46,707
Revenue
$92,407
Expenses
$89,798
Net income
$2,609
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.47$0.47$0.92$0.90$0.03
2024Detailed filing. Detailed filing data is available for this year.$0.44$0.44$0.80$0.92$0.12
2023Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$1.03$1.06$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.96$0.69$0.27
2021Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$1.30$1.75$0.45
2020Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$2.21$1.64$0.57
2019Summary only. Only limited summary data is available for this year.$0.32$0.00$1.16$1.22$0.06
2018Summary only. Only limited summary data is available for this year.$0.38$0.00$1.84$1.85$0.01
2017Summary only. Only limited summary data is available for this year.$0.40$0.00$1.19$1.03$0.16
2016Summary only. Only limited summary data is available for this year.$0.24$0.00$0.75$0.64$0.11
2015Summary only. Only limited summary data is available for this year.$0.13$0.00$1.17$1.43$0.26
2014Summary only. Only limited summary data is available for this year.$0.39$0.00$0.43$0.62$0.19
2013Summary only. Only limited summary data is available for this year.$0.59$0.00$1.09$1.39$0.29
2012Summary only. Only limited summary data is available for this year.$0.88$0.00$0.80$0.77$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 9, 2026
Return Version
2024v5.2
Gross Receipts
$92,407
Mission and Program Overview

Mission

To protect, maintain, and restore marin county-owned open space and parklands within homestead valley for the benefit of sustainable public enjoyment, wildlife habitat, and wildland fire safety.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION MAINTAINS MORE THAN 80 ACRES OF DESIGNATED PUBLIC USE, OPEN SPACE IN A COMMUNITY OF OVER 1,100 FAMILIES. MAINTENANCE INCLUDES TRAIL MANAGEMENT AND MAINTENANCE, AND FIRE-PREVENTION PROJECTS.-$73,805
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIAN SPRINGPresident-$0--
MARILYN BARRETTVice President-$0--
ANDREJ STOELTINGTreasurer-$0--
CURT OLDENBERGSecretary-$0--
PHIL MOYERTrustee(Former)-$0--
DAVID LAZERWITZTrustee-$0--
KYLE BROWNTrustee-$0--
MARABETH GRAHAMETrustee-$0--
KRISTIN ASHLEYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Homestead Valley Land Trust Inc
EIN
94-2375721
Phone
4155333830
Address
315 MONTFORD AVE, MILL VALLEY, CA 94941

Signing Officer

Name
Brian Spring
Title
President
Signed
2026-02-09
Discuss with paid preparer
Yes

Preparer

Firm
Perotti & Carrade CPAs
Address
1 McInnis Pkwy Ste 200, San Rafael, CA 94903
Preparer
Kathryn Harris
Phone
4154618500
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $4358”

Other Expenses.1

“PARK MAINTENANCE $72335”

Other Expenses.2

“UTILITIES EXPENSES $1470”

Other Expenses.3

“BANK FEES $360”

Other Expenses.4

“OUTSIDE LABOR $200”

Information Regarding Personal Benefit Contracts

“The organization did not, during the year, receive any funds, directly, or indirectly, to pay premiums on a personal benefit contract. The organization, did not, during the year, pay any premiums, directly, or indirectly, on a personal benefit contract.”

Raw XML Appendix169 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum04153818509
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0209 HAWTHORNE AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MILL VALLEY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094941
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt044098
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IRS990EZ/ContributionsGiftsGrantsEtcAmt092407
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02609
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt011075
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt044098
IRS990EZ/Form990TotalAssetsGrp/EOYAmt046707
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt092407
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt044098
IRS990EZ/NetAssetsOrFundBalancesEOYAmt046707
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt044098
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt046707
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRIAN SPRING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARILYN BARRETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANDREJ STOELTING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CURT OLDENBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PHIL MOYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DAVID LAZERWITZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KYLE BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MARABETH GRAHAME
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8KRISTIN ASHLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4trustee(former)
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt078723
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROTECT, MAINTAIN, AND RESTORE MARIN COUNTY-OWNED OPEN SPACE AND PARKLANDS WITHIN HOMESTEAD VALLEY FOR THE BENEFIT OF SUSTAINABLE PUBLIC ENJOYMENT, WILDLIFE HABITAT, AND WILDLAND FIRE SAFETY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION MAINTAINS MORE THAN 80 ACRES OF DESIGNATED PUBLIC USE, OPEN SPACE IN A COMMUNITY OF OVER 1,100 FAMILIES. MAINTENANCE INCLUDES TRAIL MANAGEMENT AND MAINTENANCE, AND FIRE-PREVENTION PROJECTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt073805
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt089798
IRS990EZ/TotalProgramServiceExpensesAmt073805
IRS990EZ/TotalRevenueAmt092407
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HVLT.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01110
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0910
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt032761
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt028110
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0129873
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0192764
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt07
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.94660
IRS990ScheduleA/PublicSupportPY170Pct00.96830
IRS990ScheduleA/PublicSupportTotal170Amt0474378
IRS990ScheduleA/SubstantialContributorsTotAmt026741
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IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus1YearAmt079559
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IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus3YearsAmt067065
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt0308355
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt092407
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt080469
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0103195
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt095175
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0129873
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0501119
IRS990ScheduleA/TotalSupportAmt0501126
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $4358
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PARK MAINTENANCE $72335
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UTILITIES EXPENSES $1470
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK FEES $360
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OUTSIDE LABOR $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY, OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT. THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY, OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5INFORMATION REGARDING PERSONAL BENEFIT CONTRACTS
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN SPRING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOMESTEAD VALLEY LAND TRUST INC
ReturnHeader/Filer/BusinessNameControlTxt0HOME
ReturnHeader/Filer/EIN0942375721
ReturnHeader/Filer/PhoneNum04155333830
ReturnHeader/Filer/USAddress/AddressLine1Txt0315 MONTFORD AVE
ReturnHeader/Filer/USAddress/CityNm0MILL VALLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094941
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680095377
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Perotti & Carrade CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 McInnis Pkwy Ste 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Rafael
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094903
ReturnHeader/PreparerPersonGrp/PhoneNum04154618500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHRYN HARRIS
ReturnHeader/ReturnTs02026-02-09T14:35:28-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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