Sonoma Land Trust
- Assets
- $55.8m
- Revenue
- $16.5m
- Investments
- $1.1m
- Employees
- 41
- Location
- Santa Rosa, CA
- Founding
- 08/1976
- Data as of
- 03/2023
- EIN
- 51-0197006
Organization Overview
Sonoma Land Trust is located in Santa Rosa, CA. The organization was established in 1976. According to its NTEE Classification (C34) the organization is classified as: Land Resources Conservation, under the broad grouping of Environment and related organizations. As of 03/2023, Sonoma Land Trust employed 41 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Sonoma Land Trust 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 03/2023, Sonoma Land Trust generated $16.5m in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 2.6% each year. All expenses for the organization totaled $7.4m during the year ending 03/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Sonoma Land Trust has awarded 45 individual grants totaling $18,302,661. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2023
Describe the Organization's Mission:
Part 3 - Line 1
PROTECT THE SCENIC, NATURAL, CULTURAL, AGRICULTURAL AND OPEN LANDSCAPES (CONTINUED ON SCH. O)OF SONOMA COUNTY FOR THE BENEFIT OF THE COMMUNITY AND FUTURE GENERATIONS BY DEVELOPING LONG-TERM LAND PROTECTION STRATEGIES; PROMOTING PRIVATE AND PUBLIC FUNDING FOR LAND CONSERVATION; ACQUIRING LAND AND CONSERVATION EASEMENTS; PRACTICING STEWARDSHIP, INCLUDING THE RESTORATION OF CONSERVATION PROPERTIES; PROMOTING A SENSE OF PLACE AND A LAND ETHIC THROUGH ACTIVITIES, EDUCATION AND OUTREACH.
Describe the Organization's Program Activity:
Part 3 - Line 4a
LAND ACQUISITIONS: WORKS WITH LANDOWNERS TO ASSESS AND UNDERSTAND GOALS FOR THEIR PROPERTIES, WHICH CAN LEAD TO AN ACQUISITION OF PROPERTY OR CONSERVATION EASEMENT, OR A TRANSFER OF PROPERTY TO THE PUBLIC. TRANSACTIONS ARE NEGOTIATED TO PROVIDE THE BEST OUTCOME FOR THE LANDOWNER WITH THE ULTIMATE GOAL OF PERMANENTLY PRESERVING LAND WHETHER THE FINAL OWNERSHIP IS PRIVATE OR PUBLIC.LAND STEWARDSHIP: WORKS WITH THE LAND AND COMMUNITY TO RESTORE AND PROTECT DIFFERENT NATIVE HABITATS, CREEKS, WILDLIFE CORRIDORS, PRODUCTIVE FARMS AND RANCHES, AND OTHER PERMANENTLY PROTECTED PRIVATE LANDS UNDER OUR CARE. THE PROGRAM CURRENTLY STEWARDS 25 CONSERVATION PROPERTIES TOTALING MORE THAN 4,000 ACRES. (CONTINUED ON SCH. O)THE PROGRAM ALSO ACTIVELY MONITORS 47 CONSERVATION EASEMENT PROPERTIES TOTALING MORE THAN 7,000 ACRES.COMMUNITY PROGRAMS: OFFERS A VARIETY OF ACTIVITIES, EDUCATION AND OUTREACH AIMED AT ENGAGING AUDIENCES AS DIVERSE AS THE LANDS AND COMMUNITIES WE REPRESENT. OFFERINGS INCLUDE ON-THE-LAND, VIRTUAL AND VOLUNTEER EXPERIENCES IN ADDITION TO EDUCATION PROGRAMS, RANGING FROM SCHOOL FIELD TRIPS, TEEN EDUCATIONAL PROGRAMS AND SUMMER SCHOOL-AGED DAY CAMP.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Scott Hafner Chair | OfficerTrustee | 2 | $0 |
Phil Jensen 1st Vice Chair | OfficerTrustee | 2 | $0 |
Gregory Appling 2nd Vice Chair | OfficerTrustee | 2 | $0 |
Judy Scotchmoor Secretary | OfficerTrustee | 2 | $0 |
Marie Andel Immediate Past Chair | Trustee | 2 | $0 |
Jennifer Bice Board Member | Trustee | 2 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Prunuske Chatham Inc Planning, Site Assessment, Project Manag | 3/30/23 | $286,656 |
Shute Mihaly & Weinberger Llp Legal Services | 3/30/23 | $243,138 |
Great Tree Tenders (Alfonso Gallegos In Tree Services | 3/30/23 | $150,540 |
Dixon Marine Services Inc Land Restoration And Construction | 3/30/23 | $189,791 |
Portola Systems Inc It Consulting Services | 3/30/23 | $107,079 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $3,659,296 |
| All other contributions, gifts, grants, and similar amounts not included above | $11,921,562 |
| Noncash contributions included in lines 1a–1f | $149,047 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $15,580,858 |
| Total Program Service Revenue | $167,437 |
| Investment income | $362,874 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $235,618 |
| Net Gain/Loss on Asset Sales | $107,027 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $16,453,814 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $460,123 |
| Grants and other assistance to domestic individuals. | $43,041 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $437,763 |
| Compensation of current officers, directors, key employees. | $314,166 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $2,579,195 |
| Pension plan accruals and contributions | $106,104 |
| Other employee benefits | $286,696 |
| Payroll taxes | $231,534 |
| Fees for services: Management | $938,864 |
| Fees for services: Legal | $242,095 |
| Fees for services: Accounting | $74,750 |
| Fees for services: Lobbying | $60,000 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $52,355 |
| Fees for services: Other | $668,609 |
| Advertising and promotion | $31,784 |
| Office expenses | $227,985 |
| Information technology | $268,406 |
| Royalties | $0 |
| Occupancy | $276,312 |
| Travel | $30,403 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $106,619 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $134,437 |
| Insurance | $97,094 |
| All other expenses | $0 |
| Total functional expenses | $7,396,432 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $12,351,766 |
| Pledges and grants receivable | $6,701,159 |
| Accounts receivable, net | $250,548 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $6,850 |
| Prepaid expenses and deferred charges | $130,675 |
| Net Land, buildings, and equipment | $352,634 |
| Investments—publicly traded securities | $7,419,831 |
| Investments—other securities | $1,109,102 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $27,477,291 |
| Total assets | $55,799,856 |
| Accounts payable and accrued expenses | $840,249 |
| Grants payable | $0 |
| Deferred revenue | $1,271,411 |
| 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 | $3,857,480 |
| Total liabilities | $5,969,140 |
| Net assets without donor restrictions | $42,860,944 |
| Net assets with donor restrictions | $6,969,772 |
| 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 | $55,799,856 |
Grants Awarded
Over the last fiscal year, Sonoma Land Trust has awarded $387,894 in support to 6 organizations.
| Grant Recipient | Amount |
|---|---|
SONOMA COUNTY AGRICULTURAL PRESERVATION AND OPEN SPACE DISTRICT PURPOSE: FUEL REDUCTION AND VEGETATION MANAGEMENT PROJECTS UNDER CALFIRE FIRE PREVENTION GRANT | $166,523 |
SONOMA RESOURCE CONSERVATION DISTRICT PURPOSE: PETALUMA RIVER WATERSHED ADAPTATION AND RESILIENCE PLANNING UNDER CA WILDLIFE CONSERVATION BOARD GRANT & RUSSIAN RIVER SUBWATERSHED CONSERVATION ASSESSMENT | $11,673 |
SONOMA COUNTY REGIONAL PARKS PURPOSE: FUEL REDUCTION AND VEGETATION MANAGEMENT PROJECTS UNDER CALFIRE FIRE PREVENTION GRANT | $15,874 |
AUDUBON CANYON RANCH PURPOSE: FUEL REDUCTION AND VEGETATION MANAGEMENT PROJECTS UNDER CALFIRE FIRE PREVENTION GRANT & NATIONAL FISH & WILDLIFE FOUNDATION | $128,800 |
SAN FRANCISCO ESTUARY INSTITUTE PURPOSE: PETALUMA RIVER BAYLANDS ADAPTATION PLAN FOR WILDLIFE CONSERVATION BOARD | $30,024 |
STEWARDS OF THE COAST AND REDWOODS PURPOSE: PRE-ACQUISITION DUE DILIGENCE & ESCROW CLOSING COSTS FOR AYERS PROPERTY | $35,000 |