Crystal Cove Conservancy FY2022 filing

Tax-deductible

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

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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.
92¢ of each $1 spent went to programs.
$464K 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

FY2022 · 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
92%
of spending
Looks good: 92% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$464K
to officers and key staff · 7% of spending
Looks good: pay to officers and key staff is 7% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
6 mo
of spending, in cash
Looks good: 6.3 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
$2.5M
39% of total assets
Looks good: liabilities are 39% of assets; 50% or less.
Pt X · Ln 26
Independent board members
21
of 22 voting members
Looks good: 21 of 22 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$6.2M
+32% vs prior year
Spent
$6.2M
To programs
92%
Net assets
$3.8M
By yearFY2020–FY2024
Revenue
$6.2M
FY2022▲ +32%
Revenue by fiscal year
FY2020$2.5M
FY2021$4.7M
FY2022$6.2M
FY2023$14.1M
FY2024$16.2M
FY2024$3.9M
Expenses
$6.2M
FY2022▲ +56%
Expenses by fiscal year
FY2020$4.7M
FY2021$4.0M
FY2022$6.2M
FY2023$12.1M
FY2024$12.0M
FY2024$4.3M
Net assets
$3.8M
FY2022▼ -7%
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 FY2022 Form 990 (year ending June 2022) · figures checked against the IRS filing · see the original

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You’re viewing the FY2022 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

92 cents of each dollar spent went to programs.

Program services 92% · $5.7M Management & general 3% · $164K Fundraising 6% · $348K

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

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Who runs it and what they're paid

26 people listed on the 990; $464K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII
President &
$231,493Pt VII · Sec A
VP, Programs
$122,033Pt VII · Sec A
Director of
$110,505Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Vice Chairma
$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.

See Crystal Cove Conservancy executive salaries →

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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 programs · $5.7M · in their own filed words · FY2021
01

Restore

Located on the historic unceded lands and waters of the acjachemen and tongva tribal nations - cyrstal cove state park comprises 400 acres of coastal bluff habitat, 3.2 miles of mostly undeveloped beaches, 2400 acres of backcountry habitat, an 1100-ACRE offshore marine protected area, and a 12-ACRE histric distric listed on the national…

$4.8Mprogram expense
02

Edcuate

The conservancy's unique value proposition holds the critical imporantance of equipping young people for the environmental challenges of tomorrow at its core and acknowledges that the best way to learn science is by doing science: teach students while they explore real world problems in real contexts alongside real scientists and…

$744Kprogram expense
03

Protect

Crystal cove state park is part of an interconnected landscap. While the boundaries that define it are invisible to the plants and animals that live here, how we manage the land within those boundaries has impact far beyond its borders.

$163Kprogram expense

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 FY2022 990, line by line.

1The main four
Money inPt VIII
$6.2M
Ln 12
Gifts and grantsLn 1h$5.9M
Other incomeLn 4–11$289K
Investment incomeLn 3$41K
Money outPt IX
$6.2M
Ln 25
Programscol B$5.7M
Managementcol C$164K
Fundraisingcol D$348K
Owns and owesPt X
$3.8M
net assets · Ln 32
Cash and savingsLn 1–2$3.3M
Total assetsLn 16$6.3M
LiabilitiesLn 26$2.5M
PeoplePt VI, VII
26
listed · VII A
PaidVII A3
Voting boardVI 1a22
IndependentVI 1b21
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$5.9M
Government grantsLn 1e$29K
Noncash giftsLn 1g$88K
Fundraising eventsLn 1c$418K
Investment incomeLn 3$41K
Other incomeLn 4–11$289K
Total revenueLn 12$6.2M
Assets in detailPt X, end of year
CashLn 1$735K
SavingsLn 2$2.6M
Cash and savings togetherLn 1–2$3.3M
InvestmentsLn 11–13$2.8M
Land, buildings, equipmentLn 10c$38K
Total assetsLn 16$6.3M
LiabilitiesLn 26$2.5M
Net assetsLn 32$3.8M
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 FY22End FY22
Cash and savingsLn 1–2$4.1M$3.3M
InvestmentsLn 11–13$2.8M$2.8M
Land, buildings, equipmentLn 10c$11K$38K
Total assetsLn 16$7.2M$6.3M
LiabilitiesLn 26$3.1M$2.5M
Net assetsLn 32$4.1M$3.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$29K$29K
Pay of current officers, directors and key staffLn 5$241K$241K
Other salaries and wagesLn 7$625K$387K$30K$208K
Other employee benefitsLn 9$124K$71K$23K$30K
Payroll taxesLn 10$79K$79K
Accounting feesLn 11c$44K$44K
Other fees for servicesLn 11g$221K$95K$50K$76K
Advertising and promotionLn 12$2K$2K
Office expensesLn 13$6K$1K$1K$3K
OccupancyLn 16$10K$959$8K$1K
TravelLn 17$38K$28K$10K$1K
Conferences, conventions and meetingsLn 19$2K$2K
InterestLn 20$30K$30K
Depreciation, depletion and amortizationLn 22$6K$3K$3K
InsuranceLn 23$31K$15K$15K
Other expenses (24a–d)Ln 24$4.7M$4.7M$17K$25K
All other expensesLn 24e$40K$30K$7K$4K
Total functional expensesLn 25$6.2M$5.7M$164K$348K

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 Viewing $6.2M$6.2M$3K$3.8M 990 PDF
FY2021 $4.7M$4.0M$738K$4.1M 990 PDF
FY2020 $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 FY2022 990 (4 parts)
Part VIII · Statement of revenue $6,236,095 across 10 lines filed
Lines not itemized here account for $73,249 of total revenue; see the IRS return.
VIII-1b Membership dues$179,260
VIII-1c Fundraising events$418,068
VIII-1e Government grants$29,411
VIII-1f All other contributions, gifts and grants$5,279,589
VIII-1g Noncash contributions (included above)$87,602
VIII-1h Total contributions, gifts and grants$5,906,328
VIII-3 Investment incomeExcluded from tax $40,593$40,593
VIII-8 Net income from fundraising events−$1,769
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $217,694$217,694
VIII-12 Total revenueExcluded from tax $331,536$6,236,095
Part IX · Statement of functional expenses $6,233,236 across 17 lines filed
IX-1 Grants to domestic organizationsPrograms $28,849$28,849
IX-5 Pay of current officers, directors and key staffPrograms $241,024$241,024
IX-7 Other salaries and wagesPrograms $386,822 · Management $30,129 · Fundraising $207,815$624,766
IX-9 Other employee benefitsPrograms $71,274 · Management $22,863 · Fundraising $30,262$124,399
IX-10 Payroll taxesPrograms $78,708$78,708
IX-11c Accounting feesPrograms $44,341$44,341
IX-11g Other fees for servicesPrograms $95,222 · Management $50,333 · Fundraising $75,918$221,473
IX-12 Advertising and promotionPrograms $1,575$1,575
IX-13 Office expensesPrograms $1,461 · Management $1,219 · Fundraising $3,348$6,028
IX-16 OccupancyPrograms $959 · Management $8,190 · Fundraising $1,173$10,322
IX-17 TravelPrograms $27,837 · Management $9,646 · Fundraising $1,016$38,499
IX-19 Conferences, conventions and meetingsPrograms $1,656$1,656
IX-20 InterestPrograms $29,625$29,625
IX-22 Depreciation, depletion and amortizationPrograms $2,810 · Management $2,810$5,620
IX-23 InsurancePrograms $15,340 · Management $15,340$30,680
IX-24 Other expenses (24a–d)Programs $4,663,449 · Management $17,106 · Fundraising $25,016$4,705,571
IX-24e All other expensesPrograms $29,716 · Management $6,596 · Fundraising $3,788$40,100
IX-25 Total functional expensesPrograms $5,720,668 · Management $164,232 · Fundraising $348,336$6,233,236
Part X · Balance sheet $6,299,096 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $1,561,233$735,143
X-2 Savings and temporary cash investmentsStart of year $2,581,926$2,558,545
X-4 Accounts receivableStart of year $222,469$124,584
X-8 Inventories for sale or useStart of year $37,900$46,452
X-9 Prepaid expenses and deferred chargesStart of year $20,423$18,900
X-10c Land, buildings and equipment, netStart of year $10,754$38,137
X-12 Other securitiesStart of year $2,777,335$2,777,335
X-16 Total assetsStart of year $7,212,040$6,299,096
X-17 Accounts payable and accrued expensesStart of year $55,656$690,403
X-19 Deferred revenueStart of year $65,000$84,833
X-26 Total liabilitiesStart of year $3,108,597$2,467,400
X-27 Net assets without donor restrictionsStart of year $2,281,659$1,634,445
X-28 Net assets with donor restrictionsStart of year $1,821,784$2,197,251
X-32 Total net assets or fund balancesStart of year $4,103,443$3,831,696
X-33 Total liabilities and net assetsStart of year $7,212,040$6,299,096
Part XI · Reconciliation of net assets $3,831,696 net assets at year end
XI-1 Total revenue$6,236,095
XI-2 Total expenses$6,233,236
XI-3 Revenue less expenses$2,859
XI-4 Net assets at start of year$4,103,443
XI-5 Net unrealized gains (losses) on investments−$273,651
XI-9 Other changes in net assets−$955
XI-10 Net assets at end of year$3,831,696

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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