Santa Lucia Conservancy

Tax-deductible

Carmel, CA501(c)(3)EnvironmentEIN 77-0411485

Preservation of ~20,000 acres of diverse natural lands and open space through adaptive land management, ecological research and restoration, conservation easement stewardship and environmental education programs.

501(c)(3) charity; gifts are tax-deductible.
56¢ of each $1 spent went to programs.
Run by 5 volunteers and 17 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

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
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
3 of 5
filings with a surplus
Average surplus $2.7M a year · 52% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
56%
of spending
Worth a look: 56% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$371K
to officers and key staff · 16% of spending
Top officer’s pay higher than 87% of similar orgs
Fine: pay to officers and key staff is 16% of spending; 15% to 20%.
Pt VII · Sec A
Cash reserves
7 mo
of spending, in cash
Looks good: 7.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $22K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$396K
0.5% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
10
of 10 voting members
Looks good: 10 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$3.1M
-34% vs prior year
Spent
$2.3M
To programs
56%
Net assets
$72.2M
By yearFY2020–FY2024
Revenue
$3.1M
FY2024▼ -34%
Revenue by fiscal year
FY2020$421K
FY2021$16.6M
FY2022$1.3M
FY2023$4.7M
FY2024$3.1M
Expenses
$2.3M
FY2024▼ -30%
Expenses by fiscal year
FY2020$2.3M
FY2021$2.1M
FY2022$2.6M
FY2023$3.3M
FY2024$2.3M
Net assets
$72.2M
FY2024▲ +3%
Net assets by fiscal year
FY2020$73.8M
FY2021$76.7M
FY2022$68.8M
FY2023$70.2M
FY2024$72.2M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Dec 1998.

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

Where the money goes

56 cents of each dollar spent went to programs.

Program services 56% · $1.3M Management & general 40% · $931K Fundraising 4% · $87K

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

Who runs it and what they're paid

12 people listed on the 990; $371K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Dir.
$211,970Pt VII · Sec A
Finance Dir
$158,995Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Jamison Watts’s $212K as Executive Dir. is at the 87th 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 · 2 named individuals · Part VII

NameFY2024FY2023FY2022FY2021
Jamison Watts$211,970$189,353$198,550$190,000
Deborah Wallace$158,995———

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 Santa Lucia 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
  • Loans to or from officersSch L · Pt II1 listed

Programs and updates

Protects diverse natural lands and open spaces through management, research, restoration, and education.

Provided by the organization

This section is blank until Santa Lucia Conservancy claims this page.

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3 program services account for $1.3M of program spending, described in the organization's own filed words · FY2024.
01

Adaptive Land Management and Habitat Restoration

Our vision for fire and fuels management on the preserve is one that harmoniously balances the protection of life, property, and biodeversity with long-term ecosystem resiliance strategy includes shaded fuel breaks, prescribed burns, conservation grazing, invasive plant removal, a preserve-wide fuel management plan, and lot-specific fuel…

$972Kprogram expense
02

Easement Stewardship (compliance and Ecological Monitoring)

Annual monitoring of private lands and construction areas to ensure compliance with conservation easement terms and assess the condition of sensitive resources.

$234Kprogram expense
03

Education and Interpretive Access Programs

Provided high-quality curriculum driven outdoor environmental education programs to regional school children aged 6 to 16, with over 3,300 participants.

$84Kprogram 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 2 funders$22K
Grants paid · 1 grant · $10K · 2024–2024

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$3.1M
Ln 12
Investment incomeLn 3$2.5M
Gifts and grantsLn 1h$471K
Other incomeLn 4–11$73K
Money outPt IX
$2.3M
Ln 25
Programscol B$1.3M
Managementcol C$931K
Fundraisingcol D$87K
Owns and owesPt X
$72.2M
net assets · Ln 32
Cash and savingsLn 1–2$1.4M
Total assetsLn 16$72.6M
LiabilitiesLn 26$396K
PeoplePt VI, VII
12
listed · VII A
PaidVII A2
Voting boardVI 1a10
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$471K
Government grantsLn 1e$422K
Fees for servicesLn 2g$38K
Investment incomeLn 3$2.5M
Other incomeLn 4–11$73K
Gains on assetsLn 7$101K
Total revenueLn 12$3.1M
Assets in detailPt X, end of year
CashLn 1$31K
SavingsLn 2$1.3M
Cash and savings togetherLn 1–2$1.4M
InvestmentsLn 11–13$31.9M
Land, buildings, equipmentLn 10c$1.9M
Other assetsLn 15$37.0M
Total assetsLn 16$72.6M
LiabilitiesLn 26$396K
Net assetsLn 32$72.2M
OperationsPt I, VI
EmployeesI 517
VolunteersI 65
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$1.4M$1.4M
InvestmentsLn 11–13$29.4M$31.9M
Land, buildings, equipmentLn 10c$1.8M$1.9M
Total assetsLn 16$70.7M$72.6M
LiabilitiesLn 26$535K$396K
Net assetsLn 32$70.2M$72.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$10K$10K
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$371K$106K$265K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$707K$571K$137K
Pension plan contributionsLn 8$39K$21K$19K
Other employee benefitsLn 9$156K$50K$105K
Payroll taxesLn 10$83K$50K$34K
Management feesLn 11a$0
Legal feesLn 11b$3K$3K$91
Accounting feesLn 11c$17K$17K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$441K$281K$78K$81K
Advertising and promotionLn 12$30K$21K$8K$1K
Office expensesLn 13$21K$2K$17K$2K
Information technologyLn 14$36K$9K$27K$486
RoyaltiesLn 15$0
OccupancyLn 16$52K$2K$50K
TravelLn 17$22K$13K$9K$197
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$20K$6K$14K
InterestLn 20$2K$2K
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$63K$63K
InsuranceLn 23$56K$15K$41K
Other expenses (24a–d)Ln 24$131K$103K$28K$3
All other expensesLn 24e$48K$28K$18K$3K
Total functional expensesLn 25$2.3M$1.3M$931K$87K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $3.1M$2.3M$815K$72.2M 990 PDF
FY2023 $4.7M$3.3M$1.4M$70.2M 990 PDF
FY2022 $1.3M$2.6M−$1.2M$68.8M 990 PDF
FY2021 $16.6M$2.1M$14.5M$76.7M 990 PDF
FY2020 $421K$2.3M−$1.9M$73.8M 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 (4 parts)
Part VIII · Statement of revenue $3,122,818 across 11 lines filed
VIII-1e Government grants$421,575
VIII-1f All other contributions, gifts and grants$49,812
VIII-1h Total contributions, gifts and grants$471,387
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $38,130$38,130
VIII-3 Investment incomeExcluded from tax $2,439,208$2,439,208
VIII-5 Royalties$0
VIII-6 Net rental income or lossExcluded from tax $73,204$73,204
VIII-7 Net gain or loss on sales of assetsExcluded from tax $100,801$100,801
VIII-8 Net income from fundraising events$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $88$88
VIII-12 Total revenueRelated to mission $38,130 · Excluded from tax $2,613,301$3,122,818
Part IX · Statement of functional expenses $2,308,186 across 31 lines filed
IX-1 Grants to domestic organizationsPrograms $10,000$10,000
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 $105,985 · Management $264,980$370,965
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $570,599 · Management $136,678$707,277
IX-8 Pension plan contributionsPrograms $20,738 · Management $18,557$39,295
IX-9 Other employee benefitsPrograms $50,176 · Management $105,410$155,586
IX-10 Payroll taxesPrograms $49,721 · Management $33,582$83,303
IX-11a Management fees$0
IX-11b Legal feesPrograms $3,135 · Management $91$3,226
IX-11c Accounting feesManagement $16,600$16,600
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesPrograms $281,195 · Management $78,271 · Fundraising $81,368$440,834
IX-12 Advertising and promotionPrograms $20,802 · Management $8,032 · Fundraising $1,052$29,886
IX-13 Office expensesPrograms $1,796 · Management $17,284 · Fundraising $1,748$20,828
IX-14 Information technologyPrograms $8,846 · Management $26,848 · Fundraising $486$36,180
IX-15 Royalties$0
IX-16 OccupancyPrograms $1,987 · Management $49,864$51,851
IX-17 TravelPrograms $13,013 · Management $9,117 · Fundraising $197$22,327
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetingsPrograms $6,316 · Management $13,845$20,161
IX-20 InterestManagement $1,762$1,762
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationManagement $62,920$62,920
IX-23 InsurancePrograms $14,790 · Management $40,963$55,753
IX-24 Other expenses (24a–d)Programs $103,361 · Management $27,630 · Fundraising $3$130,994
IX-24e All other expensesPrograms $27,538 · Management $18,298 · Fundraising $2,602$48,438
IX-25 Total functional expensesPrograms $1,289,998 · Management $930,732 · Fundraising $87,456$2,308,186
Part X · Balance sheet $72,606,152 assets, 21 lines filed
Asset lines not itemized here account for $300,000; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $163,082$31,308
X-2 Savings and temporary cash investmentsStart of year $1,268,298$1,342,264
X-3 Pledges and grants receivableStart of year $580,138$103,284
X-4 Accounts receivableStart of year $120,482$102,874
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred chargesStart of year $85,044$54,442
X-10c Land, buildings and equipment, netStart of year $1,836,391$1,851,084
X-11 Publicly traded securitiesStart of year $29,374,712$31,856,899
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assetsStart of year $36,963,997$36,963,997
X-16 Total assetsStart of year $70,692,144$72,606,152
X-17 Accounts payable and accrued expensesStart of year $416,284$333,931
X-24 Unsecured notes and loans payableStart of year $113,901$59,111
X-25 Other liabilitiesStart of year $4,402$2,573
X-26 Total liabilitiesStart of year $534,587$395,615
X-27 Net assets without donor restrictionsStart of year $33,289,437$35,342,417
X-28 Net assets with donor restrictionsStart of year $36,868,120$36,868,120
X-32 Total net assets or fund balancesStart of year $70,157,557$72,210,537
X-33 Total liabilities and net assetsStart of year $70,692,144$72,606,152
Part XI · Reconciliation of net assets $72,210,537 net assets at year end
XI-1 Total revenue$3,122,818
XI-2 Total expenses$2,308,186
XI-3 Revenue less expenses$814,632
XI-4 Net assets at start of year$70,157,557
XI-5 Net unrealized gains (losses) on investments$1,238,348
XI-10 Net assets at end of year$72,210,537

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

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