Crystal Cove Conservancy FY2020 filing

Tax-deductible

Newport Coast, CA501(c)(3)Since 1999Recreation & SportsEIN 33-0878633

To promote educational and interpretative activities of the california state park system at crystal cove state park, support scientific studies, continue restoration of the historic district buildings and presentation of these subjects to the public.

501(c)(3) charity; gifts are tax-deductible.
88¢ of each $1 spent went to programs.
$157K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $946K a year · 11% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
88%
of spending
Looks good: 88% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$157K
to officers and key staff · 3% of spending
Looks good: pay to officers and key staff is 3% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
11 mo
of spending, in cash
Looks good: 10.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $25K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$4.0M
54% of total assets
Fine: liabilities are 54% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
15
of 16 voting members
Looks good: 15 of 16 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.5M
Spent
$4.7M
To programs
88%
Net assets
$3.4M
By yearFY2020–FY2024
Revenue
$2.5M
FY2020
Revenue by fiscal year
FY2020$2.5M
FY2021$4.7M
FY2022$6.2M
FY2023$14.1M
FY2024$16.2M
FY2024$3.9M
Expenses
$4.7M
FY2020
Expenses by fiscal year
FY2020$4.7M
FY2021$4.0M
FY2022$6.2M
FY2023$12.1M
FY2024$12.0M
FY2024$4.3M
Net assets
$3.4M
FY2020
Net assets by fiscal year
FY2020$3.4M
FY2021$4.1M
FY2022$3.8M
FY2023$5.9M
FY2024$10.5M
FY2024$10.3M

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jun 2000.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

88 cents of each dollar spent went to programs.

Program services 88% · $4.1M Management & general 7% · $328K Fundraising 5% · $241K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

17 people listed on the 990; $157K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
President & CEO
$147,960Pt VII · Sec A
Founder Emeritu
$9,488Pt VII · Sec A
President
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Shannon Kate Wheeler’s $282K as President/CEO is at the 95th percentile of top reported officer pay among 1842 $1–10M recreation & sports nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2024FY2023FY2022FY2021FY2020
Shannon Kate Wheeler$281,667$240,700————
Kate Wheeler——$218,143$231,493$201,709$147,960
Hallie Jones$204,909$49,725————
Sara Ludovise——$118,771$122,033——
Cynthia Otto———$110,505——
Lauren Bordages$102,757—————
Cindy Otto—$102,138————
Jordan Diemart————$95,762—

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Supports Crystal Cove State Park's education, science, and historic building restoration.

Provided by the organization

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3 program services account for $4.1M of program spending, described in the organization's own filed words · FY2019.
01

Restoration and Preservation

Located on the historic unceded lands and waters of the acjachemen and tongva tribal nations -- 4400 acres of coastal bluffs, undeveloped beaches, backcountry habitat, an offshore marine protected area, and a unique historic district comprise crystal cove state park.

$3.7Mprogram expense
02

Park Education

The conservancys stem (science, technology, engineering, mathematics) education programs immerse nearly 10,000 k-12 students and members of the public in environmental research at crystal cove state park each year.

$413Kprogram expense
03

Field Experience

Each of the stem education curricula developed by the conservancy is tied to ongoing conservation initiatives in the park including habitat restoration projects which aim to restore habitats degraded by centuries of cattle grazing and human impacts; monitor the health and evaluate the impact of the offshore marine protected area which is…

$40Kprogram expense

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
Total grants receivedfrom 1 funder$25K
Grants paid · 3 grants · $142K · 2021–2023
Davey's LockerFY2022$39,090
Davey's LockerFY2021$28,400

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$2.5M
Ln 12
Gifts and grantsLn 1h$1.8M
Other incomeLn 4–11$492K
Investment incomeLn 3$103K
Money outPt IX
$4.7M
Ln 25
Programscol B$4.1M
Managementcol C$328K
Fundraisingcol D$241K
Owns and owesPt X
$3.4M
net assets · Ln 32
Cash and savingsLn 1–2$4.1M
Total assetsLn 16$7.3M
LiabilitiesLn 26$4.0M
PeoplePt VI, VII
17
listed · VII A
PaidVII A2
Voting boardVI 1a16
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.8M
Government grantsLn 1e$34K
Noncash giftsLn 1g$198K
Fees for servicesLn 2g$47K
Investment incomeLn 3$103K
Other incomeLn 4–11$492K
Gains on assetsLn 7$0
Total revenueLn 12$2.5M
Assets in detailPt X, end of year
CashLn 1$1.6M
SavingsLn 2$2.6M
Cash and savings togetherLn 1–2$4.1M
InvestmentsLn 11–13$2.8M
Land, buildings, equipmentLn 10c$8K
Other assetsLn 15$0
Total assetsLn 16$7.3M
LiabilitiesLn 26$4.0M
Net assetsLn 32$3.4M
OperationsPt I, VI
EmployeesI 538
VolunteersI 6175
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$7.4M$4.1M
InvestmentsLn 11–13$2.8M$2.8M
Land, buildings, equipmentLn 10c$13K$8K
Total assetsLn 16$10.5M$7.3M
LiabilitiesLn 26$5.0M$4.0M
Net assetsLn 32$5.6M$3.4M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$160K$160K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$536K$203K$205K$129K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$115K$34K$44K$37K
Payroll taxesLn 10$0
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$45K$26K$19K
Lobbying feesLn 11d$46K$46K
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$82K$6K$25K$51K
Advertising and promotionLn 12$369$369
Office expensesLn 13$26K$6K$10K$10K
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$9K$704$6K$2K
TravelLn 17$15K$12K$803$2K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$31K$31K
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$5K$3K$3K
InsuranceLn 23$28K$13K$13K$1K
Other expenses (24a–d)Ln 24$3.6M$3.6M
All other expensesLn 24e$21K$8K$3K$10K
Total functional expensesLn 25$4.7M$4.1M$328K$241K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $16.2M$12.0M$4.2M$10.5M 990 PDF
FY2023 $14.1M$12.1M$2.0M$5.9M 990 PDF
FY2022 $6.2M$6.2M$3K$3.8M 990 PDF
FY2021 $4.7M$4.0M$738K$4.1M 990 PDF
FY2020 Viewing $2.5M$4.7M−$2.2M$3.4M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (4 parts)
Part VIII · Statement of revenue $2,477,422 across 13 lines filed
Lines not itemized here account for −$10,104 of total revenue; see the IRS return.
VIII-1b Membership dues$124,903
VIII-1e Government grants$33,838
VIII-1f All other contributions, gifts and grants$1,676,010
VIII-1g Noncash contributions (included above)$197,707
VIII-1h Total contributions, gifts and grants$1,834,751
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $47,118$47,118
VIII-3 Investment incomeExcluded from tax $103,133$103,133
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising eventsExcluded from tax $411,058$411,058
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $91,466$91,466
VIII-12 Total revenueRelated to mission $47,118 · Excluded from tax $595,553$2,477,422
Part IX · Statement of functional expenses $4,698,598 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $159,878$159,878
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $203,011 · Management $204,512 · Fundraising $128,565$536,088
IX-8 Pension plan contributions$0
IX-9 Other employee benefitsPrograms $34,253 · Management $44,360 · Fundraising $36,815$115,428
IX-10 Payroll taxes$0
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting feesPrograms $25,882 · Management $18,762$44,644
IX-11d Lobbying feesPrograms $46,009$46,009
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesPrograms $6,462 · Management $24,689 · Fundraising $50,840$81,991
IX-12 Advertising and promotionPrograms $369$369
IX-13 Office expensesPrograms $6,307 · Management $9,609 · Fundraising $10,344$26,260
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 OccupancyPrograms $704 · Management $5,857 · Fundraising $1,946$8,507
IX-17 TravelPrograms $12,448 · Management $803 · Fundraising $1,614$14,865
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 InterestPrograms $31,475$31,475
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $2,671 · Management $2,671$5,342
IX-23 InsurancePrograms $13,169 · Management $13,169 · Fundraising $1,232$27,570
IX-24 Other expenses (24a–d)Programs $3,579,120$3,579,120
IX-24e All other expensesPrograms $8,006 · Management $3,360 · Fundraising $9,686$21,052
IX-25 Total functional expensesPrograms $4,129,764 · Management $327,792 · Fundraising $241,042$4,698,598
Part X · Balance sheet $7,332,155 assets, 20 lines filed
X-1 Cash, non-interest-bearingStart of year $1,965,551$1,558,187
X-2 Savings and temporary cash investmentsStart of year $5,446,129$2,591,237
X-3 Pledges and grants receivable$0
X-4 Accounts receivableStart of year $271,765$332,108
X-8 Inventories for sale or useStart of year $44,995$51,248
X-9 Prepaid expenses and deferred chargesStart of year $25,072$13,986
X-10c Land, buildings and equipment, netStart of year $13,396$8,054
X-11 Publicly traded securities$0
X-12 Other securitiesStart of year $2,777,335$2,777,335
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assets$0
X-16 Total assetsStart of year $10,544,243$7,332,155
X-17 Accounts payable and accrued expensesStart of year $305,570$27,942
X-25 Other liabilitiesStart of year $152,161$362,177
X-26 Total liabilitiesStart of year $4,957,731$3,966,819
X-27 Net assets without donor restrictionsStart of year $3,082,245$672,539
X-28 Net assets with donor restrictionsStart of year $2,504,267$2,692,797
X-32 Total net assets or fund balancesStart of year $5,586,512$3,365,336
X-33 Total liabilities and net assetsStart of year $10,544,243$7,332,155
Part XI · Reconciliation of net assets $3,365,336 net assets at year end
XI-1 Total revenue$2,477,422
XI-2 Total expenses$4,698,598
XI-3 Revenue less expenses−$2,221,176
XI-4 Net assets at start of year$5,586,512
XI-10 Net assets at end of year$3,365,336

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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