Carrizo Plain Conservancy is located in San Luis Obispo, CA. The organization was established in 2014. According to its NTEE Classification (Z99) the organization is classified as: Unknown, under the broad grouping of Unknown and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Carrizo Plain Conservancy is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Carrizo Plain Conservancy generated $29.6k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 4 years, the organization has seen revenues fall by an average of (12.7%) each year. All expenses for the organization totaled $59.0k during the year ending 12/2022. As we would expect to see with falling revenues, expenses have declined by (15.2%) per year over the past 4 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
LAND CONSERVATION, EDUCATION, AND RESTORATION. THE ORGANIZATION CONTINUED RESTORATION PROJECTS ON OWNED LANDS, AND CONTINUED RESTORATION ACTIVITIES ON AN HISTORIC HOUSE OWNED BY THE NATURE CONSERVANCY. WE PURCHASED 24 LAND PARCELS TOTALING 60 ACRES IN AN OLD SUBDIVISION NEAR CARRIZO PLAIN NATIONAL MONUMENT AND RESTRICTED THOSE PARCELS TO PERMANENT OPEN SPACE USES. WE ALSO HELD THE FIFTH CONFERENCE KNOWN AS THE CARRIZO COLLOQUIUM DESCRIBING RECENT RESEARCH INTO NATURAL HISTORY ISSUES IN AND NEAR THE MONUMENT. THIS CONFERENCE WAS ATTENDED BY APPROXIMATELY 50 INTERESTED INDIVIDUALS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE ORGANIZATION PURCHASED 24 LAND PARCELS FROM A WILLING SELLER IN AN OLD SUBDIVISION NEAR CARRIZO PLAIN NATIONAL MONUMENT KNOWN AS CALIFORNIA VALLEY. THESE PARCELS ARE EACH 2.5 ACRES IN SIZE. THUS THE TOTAL ACREAGE PURCHASED WAS 60 ACRES. THE PURCHASE PRICE WAS $2,000 PER PARCEL FOR A TOTAL OF $48,000 PLUS CLOSING COSTS. THE ORGANIZATION PAID A DEPOSIT OF $5,000 AT THE BEGINNING OF THE ESCROW. THESE FUNDS WERE REPAID BY A GRANT FROM THE NATURE CONSERVANCY. NATURE CONSERVANCY ALSO PAID THE BALANCE OF THE PURCHASE PRICE AND CLOSING COSTS DIRECTLY TO THE ESCROW AND NOT TO THE ORGANIZATION.
THE ORGANIZATION DONATED $25,000 TO THE NATURE CONSERVANCY IN SUPPORT OF THAT ORGANIZATION'S PURCHASE OF A LARGE RANCH AT THE NORTHERN END OF THE CARRIZO PLAIN, IN JUNE 2022. IT IS EXPECTED THAT THE PROPERTY WILL BE PLACED INTO PERMANENT CONSERVATION AND MAY POSSIBLY BE TRANSFERRED TO A PUBLIC AGENCY OR AGENCIES IN THE FUTURE.
THE ORGANIZATION PARTNERED WITH ANOTHER ORGANIZATION TO HOST THE FIFTH CARRIZO COLLOQUIUM. THIS IS A CONFERENCE OF PERSONS INTERESTED IN NATURAL HISTORY AND OTHER ASPECTS OF THE CARRIZO PLAIN NATIONAL MONUMENT AND NEARBY CONSERVED LANDS. IT WAS A ONE DAY EVENT AND WAS ATTENDED BY APPROXIMATELY 50 PERSONS. THE COLLOQUIUM HAD BEEN DELAYED FROM 2021 DUE TO COVID RESTRICTIONS. FUNDS TO COVER THE COSTS OF THE COLLOQUIUM HAD BEEN PROVIDED BY SEVERAL ORGANIZATIONS AND INDIVIDUALS IN 2021.
THE ORGANIZATION HAS BEEN PARTNERING WITH THE NATURE CONSERVANCY WHICH OWNS A HISTORIC RANCH HOUSE IN CARRIZO PLAIN NATIONAL MONUMENT AND NEEDS CERTAIN STRUCTURAL AND COSMETIC IMPROVEMENTS TO MAKE IT USABLE FOR VISITORS. WORK IN 2022 WAS SUSPENDED DUE TO THE DISCOVERY THAT THE WELL SUPPLYING WATER TO THE HOUSE HAD A DAMAGED WELL CASING WHICH WILL NECESSITATE REPLACEMENT OF THE WELL. NECESSARY REVIEWS AND PERMITS ARE BEING OBTAINED TO UNDERTAKE THE NEW WELL INSTALLATION WHICH IS EXPECTED TO OCCUR IN 2023. A DEPOSIT OF $5,000 WAS MADE TO THE WELL DRILLING CONTRACTOR.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Stephnie Wald Secretary | Officer | 4 | $0 |
Neil Havlik President | OfficerTrustee | 8 | $0 |
Herb Stroh Vice President | OfficerTrustee | 1 | $0 |
Anne Fairchild Treasurer | OfficerTrustee | 1 | $0 |
Lynne Dee Althouse Director | Trustee | 1 | $0 |
Dorothy Jennings Director | Trustee | 1 | $0 |
Statement of Revenue | |
---|---|
Federated campaigns | $0 |
Membership dues | $0 |
Fundraising events | $0 |
Related organizations | $0 |
Government grants | $0 |
All other contributions, gifts, grants, and similar amounts not included above | $29,085 |
Noncash contributions included in lines 1a–1f | $0 |
Total Revenue from Contributions, Gifts, Grants & Similar | $29,085 |
Total Program Service Revenue | $0 |
Investment income | $288 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $210 |
Net Rental Income | $0 |
Net Gain/Loss on Asset Sales | $0 |
Net Income from Fundraising Events | $0 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $0 |
Miscellaneous Revenue | $0 |
Total Revenue | $29,583 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $25,000 |
Grants and other assistance to domestic individuals. | $0 |
Grants and other assistance to Foreign Orgs/Individuals | $0 |
Benefits paid to or for members | $0 |
Compensation of current officers, directors, key employees. | $9,108 |
Compensation of current officers, directors, key employees. | $9,108 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $0 |
Pension plan accruals and contributions | $0 |
Other employee benefits | $0 |
Payroll taxes | $0 |
Fees for services: Management | $0 |
Fees for services: Legal | $0 |
Fees for services: Accounting | $0 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $0 |
Fees for services: Other | $0 |
Advertising and promotion | $0 |
Office expenses | $232 |
Information technology | $3,000 |
Royalties | $0 |
Occupancy | $0 |
Travel | $0 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $2,350 |
Interest | $0 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $0 |
Insurance | $6,904 |
All other expenses | $12,443 |
Total functional expenses | $59,037 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $85,043 |
Savings and temporary cash investments | $65,000 |
Pledges and grants receivable | $0 |
Accounts receivable, net | $0 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $0 |
Inventories for sale or use | $0 |
Prepaid expenses and deferred charges | $0 |
Net Land, buildings, and equipment | $4,925,809 |
Investments—publicly traded securities | $0 |
Investments—other securities | $0 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $0 |
Total assets | $5,075,852 |
Accounts payable and accrued expenses | $0 |
Grants payable | $0 |
Deferred revenue | $0 |
Tax-exempt bond liabilities | $0 |
Escrow or custodial account liability | $0 |
Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
Secured mortgages and notes payable | $0 |
Unsecured mortgages and notes payable | $0 |
Other liabilities | $0 |
Total liabilities | $0 |
Net assets without donor restrictions | $150,043 |
Net assets with donor restrictions | $4,925,809 |
Capital stock or trust principal, or current funds | $0 |
Paid-in or capital surplus, or land, building, or equipment fund | $0 |
Retained earnings, endowment, accumulated income, or other funds | $0 |
Total liabilities and net assets/fund balances | $5,075,852 |