Santa Lucia Conservancy
- Assets
- $76.8m
- Revenue
- $16.6m
- Investments
- $0.0
- Employees
- 17
- Location
- Carmel, CA
- Founding
- 12/1998
- Data as of
- 12/2021
- EIN
- 77-0411485
Organization Overview
Santa Lucia Conservancy is located in Carmel, CA. The organization was established in 1998. 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 12/2021, Santa Lucia Conservancy employed 17 individuals. This organization is the central organization for a national or regional group of organizations. Santa Lucia 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 12/2021, Santa Lucia Conservancy generated $16.6m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 51.4% each year . All expenses for the organization totaled $2.1m during the year ending 12/2021. While expenses have increased by 10.4% per year over the past 7 years. They've been increasing with an increasing level of total revenue. 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
2021
Describe the Organization's Mission:
Part 3 - Line 1
PRESERVATION OF ~20,000 ACRES OF DIVERSE NATURAL LANDS AND OPEN SPACE THROUGH ADAPTIVE LAND MANAGEMENT, ECOLOGICAL RESEARCH AND RESTORATION, CONSERVATION EASEMENT STEWARDSHIP AND ENVIRONMENTAL EDUCATION PROGRAMS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
ADAPTIVE LAND MANAGEMENT AND HABITAT RESTORATION: CONDUCTED EXTENSIVE GRASSLANDS AND OAK WOODLAND MANAGMENT AND RESTORATION ACTIVITIES INCLUDING FRENCH BROOM AND OTHER WEED ERADICATION, SUDDEN OAK DEATH RESPONSE, PRESCRIBED BURN PLANNING AND A DEMONSTRATION PROJECT USING ECOLOGICALLY MANAGED CATTLE GRAZING TO REDUCE THATCH AND PROMOTE GRASSLAND HEALTH.
COMPLIANCE AND ECOLOGICAL MONITORING: ANNUAL MONITORING OF PRIVATE LANDS AND CONSTRUCTION AREAS TO ENSURE COMPLIANCE WITH CONSERVATION EASEMENT TERMS AND ASSESS THE CONDITION OF SENSITIVE RESOURCES.
EDUCATION AND INTERPRETIVE ACCESS PROGRAMS: PROVIDED HIGH-QUALITY CURRICULUM DRIVEN OUTDOOR ENVIRONMENTAL EDUCATION PROGRAMS TO REGIONAL SCHOOL CHILDREN AGED 6 TO 16, WITH OVER 3,000 PARTICIPANTS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jamison Watts Executive Dir. | Officer | 40 | $190,000 |
Richard Frank Treasurer | OfficerTrustee | 3 | $0 |
Lorraine Yglesias Secretary | OfficerTrustee | 3 | $0 |
Mike Sutton Chairman | OfficerTrustee | 3 | $0 |
Jim Andrasick Vice Chair | OfficerTrustee | 3 | $0 |
Scot Smythe Director | Trustee | 3 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $28,542 |
| All other contributions, gifts, grants, and similar amounts not included above | $8,000 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $36,542 |
| Total Program Service Revenue | $314,000 |
| Investment income | $16,213,112 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $16,878 |
| Net Gain/Loss on Asset Sales | $15,500 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $16,596,032 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| 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. | $190,000 |
| Compensation of current officers, directors, key employees. | $43,700 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $822,367 |
| Pension plan accruals and contributions | $37,320 |
| Other employee benefits | $93,941 |
| Payroll taxes | $78,009 |
| Fees for services: Management | $27,808 |
| Fees for services: Legal | $56,888 |
| Fees for services: Accounting | $35,655 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $284,715 |
| Advertising and promotion | $15,521 |
| Office expenses | $19,162 |
| Information technology | $30,671 |
| Royalties | $0 |
| Occupancy | $41,808 |
| Travel | $4,118 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $31,491 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $90,445 |
| Insurance | $66,774 |
| All other expenses | $11,858 |
| Total functional expenses | $2,140,795 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $72,252 |
| Savings and temporary cash investments | $1,056,778 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $170,506 |
| Loans from Officers, Directors, or Controlling Persons | $300,000 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $42,630 |
| Net Land, buildings, and equipment | $1,731,054 |
| Investments—publicly traded securities | $36,430,487 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $36,962,997 |
| Total assets | $76,766,704 |
| Accounts payable and accrued expenses | $79,285 |
| Grants payable | $0 |
| Deferred revenue | $12,926 |
| 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 | $1,275 |
| Total liabilities | $93,486 |
| Net assets without donor restrictions | $36,794,436 |
| Net assets with donor restrictions | $39,878,782 |
| 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 | $76,766,704 |
Grants Awarded
Over the last fiscal year, Santa Lucia Conservancy has awarded $110,000 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
San Francisco, CA PURPOSE: RANCHO CANADA-HATTON PROJECT | $100,000 |
CITIZENS FOR PARKSOPEN SPACE PURPOSE: SUPPORT FOR MEASURE E | $10,000 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Santa Lucia Conservancy has recieved totaling $12,500.
| Awarding Organization | Amount |
|---|---|
Thrasher Koffey Foundation Seattle, WA PURPOSE: LAND CONSERVATION | $12,500 |
Endowment Analysis
| Beg. Balance | $34,389,483 |
| Earnings | $4,667,798 |
| Other Expense | $1,717,115 |
| Ending Balance | $37,340,166 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
The Living Desert Palm Desert, CA | $126,171,704 | $34,591,756 |
Sonoma Land Trust Santa Rosa, CA | $48,073,426 | $13,750,403 |
Shasta Land Trust Redding, CA | $1,713,307 | $11,450,498 |
Center For Natural Lands Management Temecula, CA | $268,081,806 | $7,030,474 |
Truckee Donner Land Trust Truckee, CA | $49,860,390 | $8,251,860 |
Wildlands Conservancy Oak Glen, CA | $148,685,880 | $11,621,099 |
Organic Materials Review Institute Eugene, OR | $2,429,450 | $7,163,991 |
Hiipaka Llc Haleiwa, HI | $26,440,527 | $11,083,496 |
Banning Ranch Conservancy Newport Beach, CA | $180,703 | $352,883 |
Arizona Land And Water Trust Inc Tucson, AZ | $19,341,295 | $7,113,905 |
Ala Kahakai Trail Association Kamuela, HI | $15,140,176 | $6,288,942 |
Pacific Forest And Watershed Lands Stewardship Council Orangevale, CA | $18,809,229 | $90,114 |