Santa Lucia Conservancy
- Assets
- $70.7m
- Revenue
- $4.7m
- Investments
- $0.0
- Employees
- 19
- Location
- Carmel, CA
- Founding
- 12/1998
- Data as of
- 12/2023
- 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 12/2023, Santa Lucia Conservancy employed 19 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 12/2023, Santa Lucia Conservancy generated $4.7m in total revenue. This organization has experienced exceptional growth, as over the past 9 years, it has increased revenue by an average of 20.1% each year . All expenses for the organization totaled $3.3m during the year ending 12/2023. While expenses have increased by 13.4% per year over the past 9 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
2023
Describe the Organization's Mission:
Part 3 - Line 1
TO PROTECT AND STEWARD IN PERPETUITY THE UNIQUE NATURAL, CULTURAL, AND ASTHETIC RESOURCES OF THE PRESERVE AND SERVE AS A MODEL OF ECOLOGICALLY SUSTAINABLE DEVELOPMENT TO COMMITTEES OUTSIDE THE PRESERVE.
Describe the Organization's Program Activity:
Part 3 - Line 4a
ADAPTIVE LAND MANAGEMENT AND HABITAT RESTORATION: OUR VISION FOR FIRE AND FUELS MANAGEMENT ON THE PRESERVE IS ONE THAT HARMONIOUSLY BALANCES THE PROTECTION OF LIFE, PROPERTY, AND BIODEVERSITY WITH LONG-TERM ECOSYSTEM RESILIANCE STRATEGY INCLUDES SHADED FUEL BREAKS, PRESCRIBED BURNS, CONSERVATION GRAZING, INVASIVE PLANT REMOVAL, A PRESERVE-WIDE FUEL MANAGEMENT PLAN, AND LOT-SPECIFIC FUEL MANAGEMENT PLANS FOR INDIVIDUAL HOMEOWNERS.
EDUCATION AND INTERPRETIVE ACCESS PROGRAMS: PROVIDED HIGH-QUALITY CURRICULUM DRIVEN OUTDOOR ENVIRONMENTAL EDUCATION PROGRAMS TO REGIONAL SCHOOL CHILDREN AGED 6 TO 16, WITH OVER 3,300 PARTICIPANTS.
EASEMENT STEWARDSHIP (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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jamison Watts Executive Dir. | Officer | 40 | $189,353 |
Scot Smythe Director | Trustee | 3 | $0 |
Andrew Lawson Director | Trustee | 3 | $0 |
Scott Hennessy Director | Trustee | 3 | $0 |
Richard Frank Chairman | OfficerTrustee | 3 | $0 |
Lorraine Yglesias Secretary | OfficerTrustee | 3 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $1,384,396 |
| All other contributions, gifts, grants, and similar amounts not included above | $38,693 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $1,423,089 |
| Total Program Service Revenue | $61,235 |
| Investment income | $728,555 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $54,587 |
| Net Gain/Loss on Asset Sales | $2,458,305 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $4,725,771 |
| 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. | $189,353 |
| Compensation of current officers, directors, key employees. | $43,551 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $711,628 |
| Pension plan accruals and contributions | $33,315 |
| Other employee benefits | $164,352 |
| Payroll taxes | $67,347 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $15,120 |
| Fees for services: Accounting | $39,332 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $1,497,101 |
| Advertising and promotion | $25,955 |
| Office expenses | $15,631 |
| Information technology | $17,797 |
| Royalties | $0 |
| Occupancy | $51,612 |
| Travel | $37,987 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $18,739 |
| Interest | $3,078 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $83,402 |
| Insurance | $52,354 |
| All other expenses | $83,700 |
| Total functional expenses | $3,305,704 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $163,082 |
| Savings and temporary cash investments | $1,268,298 |
| Pledges and grants receivable | $580,138 |
| Accounts receivable, net | $120,482 |
| 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 | $85,044 |
| Net Land, buildings, and equipment | $1,836,391 |
| Investments—publicly traded securities | $29,374,712 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $36,963,997 |
| Total assets | $70,692,144 |
| Accounts payable and accrued expenses | $416,284 |
| 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 | $113,901 |
| Other liabilities | $4,402 |
| Total liabilities | $534,587 |
| Net assets without donor restrictions | $33,289,437 |
| Net assets with donor restrictions | $36,868,120 |
| 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 | $70,692,144 |
Grants Awarded
Over the last fiscal year, Santa Lucia Conservancy has awarded $110,000 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
CITIZENS FOR PARKSOPEN SPACE PURPOSE: SUPPORT FOR MEASURE E | $10,000 |
THE TRUST FOR PUBLIC LANDS PURPOSE: RANCHO CANADA-HATTON PROJECT | $100,000 |