Carrizo Plain Conservancy FY2020 filing

Tax-deductible

San Luis Obispo, CA501(c)(3)Since 2013UnclassifiedEIN 38-3920272

Our mission is to work with government agencies, non-government organizations and interested groups and individuals to foster permanent protection of wildlife habitat within the Carrizo Plain area of San Luis Obispo County, California. This is done by purchasing land or easements, accepting donations of same, undertaking actions to restore or enhance wildlife habitat found on those lands, and to provide educational opportunities for the public about these lands and actions.

501(c)(3) charity; gifts are tax-deductible.
74¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $14K a year · 16% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
74%
of spending
Fine: 74% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Cash reserves
26 mo
of spending, in cash
Looks good: 26.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $10K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$93K
Spent
$70K
To programs
74%
Net assets
$5.7M
By yearFY2020–FY2025
Revenue
$93K
FY2020
Revenue by fiscal year
FY2020$93K
FY2021$58K
FY2022$30K
FY2023$151K
FY2024$63K
FY2025$100K
Expenses
$70K
FY2020
Expenses by fiscal year
FY2020$70K
FY2021$30K
FY2022$59K
FY2023$111K
FY2024$71K
FY2025$73K
Net assets
$5.7M
FY2020
Net assets by fiscal year
FY2020$5.7M
FY2021$5.1M
FY2022$5.1M
FY2023$5.3M
FY2024$5.5M
FY2025$5.7M

From the FY2020 Form 990 · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jul 2014.

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

Where the money goes

74 cents of each dollar spent went to programs.

Program services 74% · $52K Management & general 26% · $18K

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

Who runs it and what they're paid

9 people listed on the 990.

Part VII, Section A · reportable compensation
President
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
See Carrizo Plain 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

Conserves land, educates people, and restores natural areas through projects and land acquisition.

Provided by the organization

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3 program services account for $52K of program spending, described in the organization's own filed words · FY2020.
01

The organization is undertaking restoration work on an historic building known as the Goodwin House, within the boundaries of Carrizo Plain National Monument, and owned by the Nature Conservancy.

$50Kprogram expense
02

The organization initiated the formal transfer of five parcels of land to the State of California's Department of Fish and Wildlife, and also initiated the formal transfer of twenty parcels of land within Carrizo Plain National Monument to the United States Bureau of Land Management for incorporation into the Monument.

$2Kprogram expense
03

The organization planned a restoration project using volunteers for fall 2020, but it was not possible to undertake the project at that time due to COVID restrictions. The project was removal of old and non-functional barbed wire fencing, whose removal is beneficial to wildlife, particularly pronghorn antelope.

Pt IX · col B

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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$10K
Grants paid · 1 grant · $25K · 2022–2022
The Nature ConservancyVA · FY2022$25,000

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$93K
Ln 12
Gifts and grantsLn 1h$87K
Other incomeLn 4–11$5K
Investment incomeLn 3$789
Money outPt IX
$70K
Ln 25
Programscol B$52K
Managementcol C$18K
Owns and owesPt X
$5.7M
net assets · Ln 32
Cash and savingsLn 1–2$152K
Total assetsLn 16$5.7M
LiabilitiesLn 26$0
PeoplePt VI, VII
9
listed · VII A
PaidVII A0
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$87K
Government grantsLn 1e$0
Noncash giftsLn 1g$0
Fundraising eventsLn 1c$0
Investment incomeLn 3$789
Other incomeLn 4–11$5K
Gains on assetsLn 7$0
Total revenueLn 12$93K
Assets in detailPt X, end of year
CashLn 1$77K
SavingsLn 2$75K
Cash and savings togetherLn 1–2$152K
Land, buildings, equipmentLn 10c$5.6M
Total assetsLn 16$5.7M
LiabilitiesLn 26$0
Net assetsLn 32$5.7M
OperationsPt I, VI
EmployeesI 50
VolunteersI 620
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
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$129K$152K
Land, buildings, equipmentLn 10c$5.6M$5.6M
Total assetsLn 16$5.7M$5.7M
LiabilitiesLn 26$0$0
Net assetsLn 32$5.7M$5.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0$0
Grants to domestic individualsLn 2$0$0
Grants and assistance to foreign recipientsLn 3$0$0
Benefits paid to or for membersLn 4$0$0
Pay of current officers, directors and key staffLn 5$0$0$0$0
Pay of disqualified personsLn 6$0$0$0$0
Other salaries and wagesLn 7$0$0$0$0
Pension plan contributionsLn 8$0$0$0$0
Other employee benefitsLn 9$0$0$0$0
Payroll taxesLn 10$0$0$0$0
Management feesLn 11a$8K$0$8K$0
Legal feesLn 11b$0$0$0$0
Accounting feesLn 11c$0$0$0$0
Lobbying feesLn 11d$0$0$0$0
Professional fundraising feesLn 11e$0$0
Investment management feesLn 11f$0$0$0$0
Other fees for servicesLn 11g$0$0$0$0
Advertising and promotionLn 12$0$0$0$0
Office expensesLn 13$472$0$472$0
Information technologyLn 14$1K$0$1K$0
RoyaltiesLn 15$0$0$0$0
OccupancyLn 16$0$0$0$0
TravelLn 17$0$0$0$0
Travel and entertainment for public officialsLn 18$0$0$0$0
Conferences, conventions and meetingsLn 19$0$0$0$0
InterestLn 20$0$0$0$0
Payments to affiliatesLn 21$0$0$0$0
Depreciation, depletion and amortizationLn 22$0$0$0$0
InsuranceLn 23$7K$0$7K
Other expenses (24a–d)Ln 24$53K$52K$656$0
All other expensesLn 24e$0$0$0
Total functional expensesLn 25$70K$52K$18K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $100K$73K$27K$5.7M 990 PDF
FY2024 $63K$71K−$7K$5.5M 990 PDF
FY2023 $151K$111K$40K$5.3M 990 PDF
FY2022 $30K$59K−$29K$5.1M 990 PDF
FY2021 $58K$30K$28K$5.1M 990 PDF
FY2020 Viewing $93K$70K$23K$5.7M 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 $92,679 across 15 lines filed
VIII-1a Federated campaigns$0
VIII-1b Membership dues$0
VIII-1c Fundraising events$0
VIII-1d Related organizations$0
VIII-1e Government grants$0
VIII-1f All other contributions, gifts and grants$86,810
VIII-1g Noncash contributions (included above)$0
VIII-1h Total contributions, gifts and grants$86,810
VIII-3 Investment incomeRelated to mission $789 · Unrelated business $0 · Excluded from tax $0$789
VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-6 Net rental income or lossRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-7 Net gain or loss on sales of assetsRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-8 Net income from fundraising eventsUnrelated business $0 · Excluded from tax $0$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $5,080 · Unrelated business $0 · Excluded from tax $0$5,080
VIII-12 Total revenueRelated to mission $5,869 · Unrelated business $0 · Excluded from tax $0$92,679
Part IX · Statement of functional expenses $69,777 across 31 lines filed
IX-1 Grants to domestic organizationsPrograms $0$0
IX-2 Grants to domestic individualsPrograms $0$0
IX-3 Grants and assistance to foreign recipientsPrograms $0$0
IX-4 Benefits paid to or for membersPrograms $0$0
IX-5 Pay of current officers, directors and key staffPrograms $0 · Management $0 · Fundraising $0$0
IX-6 Pay of disqualified personsPrograms $0 · Management $0 · Fundraising $0$0
IX-7 Other salaries and wagesPrograms $0 · Management $0 · Fundraising $0$0
IX-8 Pension plan contributionsPrograms $0 · Management $0 · Fundraising $0$0
IX-9 Other employee benefitsPrograms $0 · Management $0 · Fundraising $0$0
IX-10 Payroll taxesPrograms $0 · Management $0 · Fundraising $0$0
IX-11a Management feesPrograms $0 · Management $8,436 · Fundraising $0$8,436
IX-11b Legal feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11c Accounting feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11d Lobbying feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11e Professional fundraising feesFundraising $0$0
IX-11f Investment management feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11g Other fees for servicesPrograms $0 · Management $0 · Fundraising $0$0
IX-12 Advertising and promotionPrograms $0 · Management $0 · Fundraising $0$0
IX-13 Office expensesPrograms $0 · Management $472 · Fundraising $0$472
IX-14 Information technologyPrograms $0 · Management $1,350 · Fundraising $0$1,350
IX-15 RoyaltiesPrograms $0 · Management $0 · Fundraising $0$0
IX-16 OccupancyPrograms $0 · Management $0 · Fundraising $0$0
IX-17 TravelPrograms $0 · Management $0 · Fundraising $0$0
IX-18 Travel and entertainment for public officialsPrograms $0 · Management $0 · Fundraising $0$0
IX-19 Conferences, conventions and meetingsPrograms $0 · Management $0 · Fundraising $0$0
IX-20 InterestPrograms $0 · Management $0 · Fundraising $0$0
IX-21 Payments to affiliatesPrograms $0 · Management $0 · Fundraising $0$0
IX-22 Depreciation, depletion and amortizationPrograms $0 · Management $0 · Fundraising $0$0
IX-23 InsurancePrograms $0 · Management $6,884$6,884
IX-24 Other expenses (24a–d)Programs $51,979 · Management $656 · Fundraising $0$52,635
IX-24e All other expensesPrograms $0 · Management $0$0
IX-25 Total functional expensesPrograms $51,979 · Management $17,798 · Fundraising $0$69,777
Part X · Balance sheet $5,727,846 assets, 18 lines filed
X-1 Cash, non-interest-bearingStart of year $53,634$76,537
X-2 Savings and temporary cash investmentsStart of year $75,000$75,000
X-3 Pledges and grants receivableStart of year $0$0
X-4 Accounts receivableStart of year $0$0
X-8 Inventories for sale or useStart of year $0$0
X-9 Prepaid expenses and deferred chargesStart of year $0$0
X-10c Land, buildings and equipment, netStart of year $5,576,309$5,576,309
X-16 Total assetsStart of year $5,704,943$5,727,846
X-17 Accounts payable and accrued expensesStart of year $0$0
X-18 Grants payableStart of year $0$0
X-19 Deferred revenueStart of year $0$0
X-20 Tax-exempt bond liabilitiesStart of year $0$0
X-24 Unsecured notes and loans payableStart of year $0$0
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $128,634$151,537
X-28 Net assets with donor restrictionsStart of year $5,576,309$5,576,309
X-32 Total net assets or fund balancesStart of year $5,704,943$5,727,846
X-33 Total liabilities and net assetsStart of year $5,704,943$5,727,846
Part XI · Reconciliation of net assets $5,727,846 net assets at year end
XI-1 Total revenue$92,679
XI-2 Total expenses$69,777
XI-3 Revenue less expenses$22,902
XI-4 Net assets at start of year$5,704,943
XI-5 Net unrealized gains (losses) on investments$0
XI-6 Donated services and use of facilities$0
XI-7 Investment expenses$0
XI-8 Prior period adjustments$0
XI-9 Other changes in net assets$1
XI-10 Net assets at end of year$5,727,846

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

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