Carrizo Plain Conservancy FY2024 filing

Tax-deductible

Sn Luis Obisp, CA501(c)(3)Since 2013UnclassifiedEIN 38-3920272Revenue $63K in FY2024

On file with the IRScarrizoplainconservancy.orgPo Box 274, 93406-0274 · Sn Luis Obisp, CATax-exempt since Jul 2014Publicly supported charity — 170(b)(1)(A)(vi)

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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.
57¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2024 · 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
57%
of spending
Worth a look: 57% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Cash reserves
31 mo
of spending, in cash
Looks good: 31.1 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
8
of 8 voting members
Looks good: 8 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$63K
-58% vs prior year
Spent
$71K
To programs
57%
Net assets
$5.5M
By yearFY2020–FY2025
Revenue
$63K
FY2024▼ -58%
Tap a bar for its year
Revenue by fiscal year
FY2020$93K
FY2021$58K
FY2022$30K
FY2023$151K
FY2024$63K
FY2025$100K
Expenses
$71K
FY2024▼ -36%
Tap a bar for its year
Expenses by fiscal year
FY2020$70K
FY2021$30K
FY2022$59K
FY2023$111K
FY2024$71K
FY2025$73K
Net assets
$5.5M
FY2024▲ +4%
Tap a bar for its year
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 FY2024 Form 990 · see the original

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You’re viewing the FY2024 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

57 cents of each dollar spent went to programs.

Program services 57% · $40K Management & general 43% · $30K

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

8 people listed on the 990.

Part VII, Section A · reportable compensation
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
President
$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 15aNo

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 programs · $40K · in their own filed words · FY2024
01

The organization had a successful year in acquisitions, purchasing 6 parcels of land totaling 121 acres from willing sellers, and accepting donations of 3 vacant parcels totaling 15 acres from two other parties.

$37Kprogram expense
02

The organization partnered with another local nonprofit organization to host the sixth Carrizo Colloquium in late October 2024. This is a conference in which persons involved in research regarding biology, geology, and other aspects of the natural environment of Carrizo Plain National Monument and surrounding areas can report on the…

$3Kprogram expense
03

The organization successfully completed the transfer of nineteen parcels of land totaling approximately 140 acres within Carrizo Plain National Monument to the Federal Bureau of Land Management for incorporation into the Monument. All closing costs and due diligence inspections were conducted by, or paid for, the Bureau.

Pt IX · col B

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 FY2024 990, line by line.

1The main four
Money inPt VIII
$63K
Ln 12
Gifts and grantsLn 1h$59K
Investment incomeLn 3$5K
Money outPt IX
$71K
Ln 25
Programscol B$40K
Managementcol C$30K
Owns and owesPt X
$5.5M
net assets · Ln 32
Cash and savingsLn 1–2$183K
Total assetsLn 16$5.5M
LiabilitiesLn 26$0
PeoplePt VI, VII
8
listed · VII A
PaidVII A0
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$59K
Government grantsLn 1e$0
Noncash giftsLn 1g$0
Fundraising eventsLn 1c$0
Investment incomeLn 3$5K
Total revenueLn 12$63K
Assets in detailPt X, end of year
CashLn 1$53K
SavingsLn 2$130K
Cash and savings togetherLn 1–2$183K
Land, buildings, equipmentLn 10c$5.3M
Total assetsLn 16$5.5M
LiabilitiesLn 26$0
Net assetsLn 32$5.5M
OperationsPt I, VI
EmployeesI 50
VolunteersI 620
Fiscal year endsHeaderDecember
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 FY24End FY24
Cash and savingsLn 1–2$190K$183K
Land, buildings, equipmentLn 10c$5.1M$5.3M
Total assetsLn 16$5.3M$5.5M
LiabilitiesLn 26$0$0
Net assetsLn 32$5.3M$5.5M
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$12K$0$12K$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$9K$0$9K$0
Office expensesLn 13$781$0$781$0
Information technologyLn 14$1K$0$1K$0
InsuranceLn 23$7K$0$7K$0
Other expenses (24a–d)Ln 24$40K$40K$0$0
Total functional expensesLn 25$71K$40K$30K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $100K$73K$27K$5.7M 990 PDF
FY2024 Viewing $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 $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 FY2024 990 (6 parts)
Part I · Summary $63,219 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $142,273$58,509
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $2,996$4,710
I-11 Other revenuePrior year $5,503$0
I-12 Total revenuePrior year $150,772$63,219
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $6,460$12,415
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $104,150$58,229
I-18 Total expensesPrior year $110,610$70,644
I-19 Revenue less expensesPrior year $40,162−$7,425
Part VI · Governance 8 of 8 board members independent, 1 to look at
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $63,219 across 11 lines filed
VIII-1a Federated campaigns$0
VIII-1b Membership dues$0
VIII-1c Fundraising events$0
VIII-1d Related organizations$12,500
VIII-1e Government grants$0
VIII-1f All other contributions, gifts and grants$46,009
VIII-1g Noncash contributions (included above)$0
VIII-1h Total contributions, gifts and grants$58,509
VIII-3 Investment incomeRelated to mission $4,710 · Unrelated business $0 · Excluded from tax $0$4,710
VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-12 Total revenueRelated to mission $4,710 · Unrelated business $0 · Excluded from tax $0$63,219
Part IX · Statement of functional expenses $70,644 across 15 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 $12,415 · Fundraising $0$12,415
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 $9,044 · Fundraising $0$9,044
IX-13 Office expensesPrograms $0 · Management $781 · Fundraising $0$781
IX-14 Information technologyPrograms $0 · Management $1,405 · Fundraising $0$1,405
IX-23 InsurancePrograms $0 · Management $6,808 · Fundraising $0$6,808
IX-24 Other expenses (24a–d)Programs $40,191 · Management $0 · Fundraising $0$40,191
IX-25 Total functional expensesPrograms $40,191 · Management $30,453 · Fundraising $0$70,644
Part X · Balance sheet $5,469,337 assets, 18 lines filed
X-1 Cash, non-interest-bearingStart of year $125,205$53,278
X-2 Savings and temporary cash investmentsStart of year $65,000$130,000
X-3 Pledges and grants 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 $5,072,309$5,286,059
X-16 Total assetsStart of year $5,262,514$5,469,337
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-25 Other liabilitiesStart of year $0$0
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $190,205$183,278
X-28 Net assets with donor restrictionsStart of year $5,072,309$5,286,059
X-32 Total net assets or fund balancesStart of year $5,262,514$5,469,337
X-33 Total liabilities and net assetsStart of year $5,262,514$5,469,337
Part XI · Reconciliation of net assets $5,469,337 net assets at year end
XI-1 Total revenue$63,219
XI-2 Total expenses$70,644
XI-3 Revenue less expenses−$7,425
XI-4 Net assets at start of year$5,262,514
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$214,248
XI-10 Net assets at end of year$5,469,337

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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