Civic Intelligence

Restoration Trust

990EZ • Fiscal year 2023 • EIN 94-3359423

Jan 01, 2023 to Dec 31, 2023 • Filed on Feb 12, 2025

155 Filbert Street 206Oakland, CA 94607

(510) 812-6098

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

81st percentile

53%

Higher net margin than 81% of similar nonprofits.

2023 filings • NTEE C • <$500k nonprofits • Source year 2023

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

2023 filings • NTEE C • <$500k nonprofits • Source year 2023

Asset Growth

78th percentile

36%

Faster asset growth than 78% of similar nonprofits.

2023 filings • NTEE C • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

15th percentile

-53%

Faster revenue growth than 15% of similar nonprofits.

2023 filings • NTEE C • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$135,333

Up $35,776 (+36%) from 2022

Net Assets

Up

$135,333

Up $35,776 (+36%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$67,915

Down $77,485 (-53%) from 2022

Expenses

Down

$32,139

Down $86,963 (-73%) from 2022

Net Income

Up

$35,776

Up $9,478 (+36%) from 2022

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2022: $99,557Net Assets 2022: $99,5572022Assets 2023: $135,333Net Assets 2023: $135,3332023Assets 2024: $144,730Net Assets 2024: $144,7302024

Highlighted filing

2023

Assets$135,333
Liabilities-
Net Assets$135,333

Operations Trend

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

$150K$100K$50K$0Revenue 2022: $145,400Expenses 2022: $119,102Net Income 2022: $26,2982022Revenue 2023: $67,915Expenses 2023: $32,139Net Income 2023: $35,7762023Revenue 2024: $45,781Expenses 2024: $36,384Net Income 2024: $9,3972024

Highlighted filing

2023

Revenue$67,915
Expenses$32,139
Net Income$35,776
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 12, 2025
Return Version
2023v6.0
Gross Receipts
$67,915
Mission and Program Overview

Mission

The primary purposes of the Restoration Trust are to provide charitable assistance to the public to protect land, including the acquisition of easements; to restore land to native conditions; to manage it to further promote native habitats; to engage in scientific activities that promote protection, restoration, and stewardship of native habitats; and to develop and distribute educational materials to the public on protection, restoration, and stewardship of native habitats.

Program Services

DescriptionGrantsExpenses
Community Habitat Restoration. The Trust directed, guided or assisted five local community groups with habitat restoration projects in 2023. We worked with the Friends of Lafayette Creek, the Walnut Creek Water shed Council, the Friends of Pleasant Hill Creek, the Friends of Concord Creeks, and Contra Costa County to restore more than 30,000 sq ft of degraded habitat, planting more than 20,000 native plants and involving almost 300 people. Also include were educational presentations to each group. Community Easement Stewardship. The Trust managed five easements in 2023, at Shin Kee in San Joaquin County, Roberts Ranch in Alameda County, Bordoni and Dittmer Ranches in Solano County and the SACMA Preserve in Sonoma County, totaling almost 1,000 acres. Easement management activities included habitat restoration, monitoring of conservation values, interactions with community and landowners and related tasks. Community Education. The Trust made educational presentations regarding habitat values and restoration to more than 20 community groups in 2023. Presentation largely consisted of reviewing potential restoration or easement sites and assisting community members and landowners in envisioning the values and cots of restoration and/or protection effort.-$23,680
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brian DavisTreasurerPT$0--
John ZentnerPresidentPT$0--
David KelleySecretary-$0--
Filing and Contact Details

Filer

Filer Name
Restoration Trust
EIN
94-3359423
Phone
5108126098
Address
155 Filbert Street 206, Oakland, CA 94607

Signing Officer

Name
John Zentner
Title
President
Signed
2025-02-12
Discuss with paid preparer
Yes

Preparer

Firm
Harmon Burstyn CPA
Address
1012 HACIENDA DR, WALNUT CREEK, CA 94598
Preparer
Harmon Burstyn
Phone
9252863522
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $540

Other Expenses.1003

Information Technology $48

Other Expenses.1012

Insurance $3265

Other Expenses.1

Materials - Project (Plugs) $6912

Other Expenses.2

Project Administration $1486

Other Expenses.3

Food - Board Meeting $351

Raw XML Appendix151 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Brian Davis
IRS990EZ/BooksInCareOfDetail/PhoneNum05108126098
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0155 Filbert Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Oakland
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094607
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt099557
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0135333
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt035776
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt019354
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt099557
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0135333
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt067915
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt099557
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0135333
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt099557
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0135333
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt112.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Brian Davis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1John Zentner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2David Kelley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt012602
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The primary purposes of the Restoration Trust are to provide charitable assistance to the public to protect land, including the acquisition of easements; to restore land to native conditions; to manage it to further promote native habitats; to engage in scientific activities that promote protection, restoration, and stewardship of native habitats; and to develop and distribute educational materials to the public on protection, restoration, and stewardship of native habitats.
IRS990EZ/PrintingPublicationsPostageAmt0183
IRS990EZ/ProgramServiceRevenueAmt067915
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Community Habitat Restoration. The Trust directed, guided or assisted five local community groups with habitat restoration projects in 2023. We worked with the Friends of Lafayette Creek, the Walnut Creek Water shed Council, the Friends of Pleasant Hill Creek, the Friends of Concord Creeks, and Contra Costa County to restore more than 30,000 sq ft of degraded habitat, planting more than 20,000 native plants and involving almost 300 people. Also include were educational presentations to each group. Community Easement Stewardship. The Trust managed five easements in 2023, at Shin Kee in San Joaquin County, Roberts Ranch in Alameda County, Bordoni and Dittmer Ranches in Solano County and the SACMA Preserve in Sonoma County, totaling almost 1,000 acres. Easement management activities included habitat restoration, monitoring of conservation values, interactions with community and landowners and related tasks. Community Education. The Trust made educational presentations regarding habitat values and restoration to more than 20 community groups in 2023. Presentation largely consisted of reviewing potential restoration or easement sites and assisting community members and landowners in envisioning the values and cots of restoration and/or protection effort.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt023680
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/TotalExpensesAmt032139
IRS990EZ/TotalProgramServiceExpensesAmt023680
IRS990EZ/TotalRevenueAmt067915
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.therestorationtrustonline.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt060915
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0145400
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt073259
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0196402
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt030654
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0506630
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0506630
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt060915
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0145400
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt073259
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0196402
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt030654
IRS990ScheduleA/Total509Grp/TotalAmt0506630
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt060915
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0145400
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt073259
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0196402
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt030654
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0506630
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $540
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $48
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $3265
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Materials - Project (Plugs) $6912
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Project Administration $1486
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Food - Board Meeting $351
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0John Zentner
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Restoration Trust
ReturnHeader/Filer/BusinessNameControlTxt0REST
ReturnHeader/Filer/EIN0943359423
ReturnHeader/Filer/PhoneNum05108126098
ReturnHeader/Filer/USAddress/AddressLine1Txt0155 Filbert Street 206
ReturnHeader/Filer/USAddress/CityNm0Oakland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094607
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680228024
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HARMON BURSTYN CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01012 HACIENDA DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WALNUT CREEK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094598
ReturnHeader/PreparerPersonGrp/PhoneNum09252863522
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Harmon Burstyn
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-02-12T14:14:56-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings