Status and standing
Is it real, and can you give to it?
Where the money goes
What each dollar paid for.
Statement of Functional Expenses
Financial health
Is it on solid ground?
Summary of the Filing
| FY2020 | $41.4M |
|---|---|
| FY2021 | $44.3M |
| FY2022 | $38.5M |
| FY2023 | $41.2M |
| FY2024 | $49.4M |
| FY2020 | $596K |
|---|---|
| FY2021 | $494K |
| FY2022 | $581K |
| FY2023 | $702K |
| FY2024 | $6.3M |
Balance Sheet
Statement of Revenue
Financial Metrics
Same NTEE category, revenue band, and state where available. Descriptive — not a grade.
| Metric | This org | Peer median | Percentile |
|---|---|---|---|
| Program ratio | 59% | — | — |
| Overhead ratio | 38% | — | — |
| Fundraising cost ratio | 3% | — | — |
| Investment management fee ratio | 0.4% | — | — |
| Legal fee ratio | 1% | — | — |
| Accounting fee ratio | 1% | — | — |
| Fundraising fee ratio | 0% | — | — |
Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.
Leadership and pay
Who runs it, and what are they paid?
Officers, Directors & Key Employees
Philip Daubenspeck’s $129K as Chief Investmen is at the 51st percentile of top reported officer pay among 1851 $1–10M environment 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 · 6 named individuals · Part VII
| Name | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|
| Donald C Tredennick | — | — | — | — | $167,803 |
| Philip Daubenspeck | $128,965 | — | — | — | — |
| Logan Robertson | $107,942 | $106,099 | $101,812 | — | — |
| Judith Pohlman | — | $77,422 | $75,200 | $73,960 | $70,449 |
| Robert S Spear | — | — | — | $69,656 | — |
| Karen Vang | $31,048 | — | — | — | — |
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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Governance & Policies
- 13Voting board membersPt VI · Ln 1a
- 13Independent board membersPt VI · Ln 1b
- Conflict-of-interest policyPt VI · Ln 12aYes
- Whistleblower policyPt VI · Ln 13Yes
- Document retention policyPt VI · Ln 14Yes
- Top official’s pay independently reviewedPt VI · Ln 15aYes
- Family or business ties among leadersPt VI · Ln 2No
Mission and programs
What it does.
Connects landowners and others to conserve land in California's South Central Valley.
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Where the work happens
SRT provides Mitigation services to find and acquire either land or easements to offset development sites. In 2020 SRT acquired 322 acres of mitigation funded easements, and now holds 29,263 acres in protected lands.
Education and Volunteer Programs
field trips, seminars, walking tours and SRT's own EARTH Academy provide educational opportunities to youth, families and the general public to learn about the natural history of our area, the biological diversity, and the importance of preserving our open spaces and natural resources.
SRT's Policy Department coordinates with stakeholders ranging from farmers and ranchers to business leaders, public health experts and representatives of under served communities to be sure that when key decisions are made, there is a voice for conservation at the table.
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Funders
Who pays for it.
From grant filings on record. Receipts are incomplete: individual donors are never listed.
Grants
Filing history
Every return on file.
| Year | Revenue | Expenses | Change | Filing |
|---|---|---|---|---|
| FY2024 Latest | $4.1M | $3.1M | +135% | 990 PDF |
| FY2023 | $1.7M | $2.7M | -32% | 990 PDF |
| FY2022 | $2.6M | $2.5M | -25% | 990 PDF |
| FY2021 | $3.4M | $2.3M | +13% | 990 PDF |
| FY2020 Viewing | $3.1M | $2.2M | 990 PDF |
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Schedules filed Part IV
Not shown yet: ratings, outcomes, and peer benchmarks. A Form 990 doesn’t report them.
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Sources
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