Fort Ross Conservancy EIN 94-2370751 Form 990 (PDF) Claim this org

Fort Ross Conservancy FY2021 filing

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Connects people to park history and promotes diverse legacies of past inhabitants. For fiscal year 2021 it reported $452K in revenue, $412K in expenses, and $872K in net assets.Pt I

Type
Public charity (501(c)(3)) · Arts & Culture
Location
Jenner, CA
Website
www.fortross.org
Filings
5 on file (2020–2021)
Revenue
$452KFY2021
Expenses
$412K
Net assets
$872K
People
13
Filings
5
Updates
0
More identity details & actions ⌄
EIN  94-2370751 Public charity (501(c)(3)) Jenner, CA
Form 990 (PDF)
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Size
$100K–1M
What they do
Connects people to park history and promotes diverse legacies of past inhabitants.
Leadership
Sarah Sweedler · CEO · $54K
Money in and out
$452K revenue, $412K expenses
Bottom line
67% program efficiency
Where the money goes · FY2021
Total revenue
$452K
Pt VIII · Ln 12
Total expenses
$412K
Pt IX · Ln 25
Net assets
$872K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $40K
Where spending went · Part IX cols B–D
Program services $0.67 Management & general $0.28 Fundraising $0.05
Program efficiency
67%
of spending reaches programs
Operating runway
20.2mo
months of highly liquid reserves at operating expense rate
Surplus margin
+9%
revenue over expenses, this year

Summary of the Filing

Part I · fiscal year 2021 · Form 990
Revenue
$452K
FY2021▲ +4%
Expenses
$412K
FY2021▼ -9%
Total assets
$923K
FY2021▲ +8%
Total liabilities
$51K
FY2021▲ +91%
Total revenue
$452K
Pt VIII · Ln 12
Total expenses
$412K
Pt IX · Ln 25
Net assets
$872K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$40K
Total assetsPt X · Ln 16$923K
Program-expense ratioPt IX · col B67%
Voting members of governing bodyPt I · Ln 313
Independent voting membersPt I · Ln 412

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CFort Ross Conservancy
EINHdr · item D94-2370751
Principal addressHdr · item CJenner, CA
WebsiteHdr · item Jwww.fortross.org
Year of formationHdr · item Lpending
State of legal domicileHdr · item MCA
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFArts & Culture (A82Z)
Ruling yearIRS BMFJan 1977

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a13
Independent voting membersPt VI · Ln 1b12
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
$53,750Pt VII · Sec A
President
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A

Ian Taylor’s $65K as Executive Dir. is at the 60th percentile of top reported officer pay among 2216 $100K–1M arts & culture 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 · 3 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Ian Taylor$65,000
Jane Murphy$57,125$9,356
Sarah Sweedler$4,605$56,666$53,750$51,675

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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Mission & Programs · Part III

Where the work happens

3 program services account for $275K of program spending, described in the organization's own filed words · FY2021.
01

Youth Programming

FRCs outdoor education Environmental Living Program, aligned with 4th and 5th grade California standards, provides hands-on learning to allow students to directly experience 19th century history. Our Marine Ecology Program teaches students how to identify species and learn data collection with the Sonoma coast as their classroom.

$149Kprogram expense
02

Land Stewardship

FRC believes land stewardship is core to our organizations mission. We coordinate marine mammal census work to track the populations of Steller and California sea lions on the offshore rocks at Fort Ross, with data distributed to scientific institutions.

$66Kprogram expense
03

FRC supports California State Parks in maintaining the cultural resources at our parks. We steward 9,400 acres from intertidal habitat to redwood groves; preserve 15 historic buildings and cultural features, staff two visitor centers, research and write books, pamphlets and interpretive panels, and engage over 300,000 visitors annually.

$61Kprogram expense

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Statement of Revenue

Part VIII
Contributions & grants$277K · 61%
Other revenue$97K · 21%
Program service revenue$46K · 10%
Investment income$33K · 7%
Contributions & grants61%$277K
Other revenue21%$97K
Program service revenue10%$46K
Investment income7%$33K
— government grantsLn 1e$112K
Total revenueLn 12$452K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.67 Management & general $0.28 Fundraising $0.05
Program services67%$275K
Management & general28%$115K
Fundraising5%$22K
Total functional expensesLn 25$412K

Balance Sheet

Part X · end of year
CashLn 1$334K
Total assetsLn 16$923K
Total liabilitiesLn 26$51K
Total net assetsLn 32$872K
Months of cash on handcomputed9.7

Financial Metrics

Form 990 · FY2021 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $694K · Operating expenses/yr $412K
20.2 months
Where the money goes
Program services
Program services $275K · Total expenses $412K
67%
Management & General
Management & general $115K · Total expenses $412K
28%
Fundraising
Fundraising $22K · Total expenses $412K
5%
Cost to raise $1
Fundraising expense (2-yr avg) $21K · Solicited contributions (2-yr avg) $194K
$0.11 to raise $1 (2-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $277K · Total revenue $452K
61%
Government reliance
Government grants $112K · Total revenue $452K
25%
Earned-income share
Program service revenue $46K · Total revenue $452K
10%
Investment reliance
Investment income $33K · Total revenue $452K
+7%
Program self-sufficiency
Program service revenue $46K · Total expenses $412K
11%
Growth & trend
Revenue growth (YoY)
This year $452K · Prior year $435K
+4%
Net-asset trend (YoY)
End of year $872K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $452K · Expenses $412K
+9%
Liabilities-to-Assets
Total liabilities — · Total assets $923K
Net-asset ratio
Net assets $872K · Total assets $923K
95%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $361K · Other securities (Pt X, ln 12) $0 · Total assets (Pt X, ln 16) $923K
39%
People & payroll
Highest Reported Total Compensation
Individual Sarah Sweedler · Reported title CEO · Highest reported compensation $54K · Total expenses $412K
13%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $262K · Total expenses $412K
64%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 67%
Overhead ratio 28%
Fundraising cost ratio 8%
Revenue growth 4%
Investment management fee ratio 0.7%
Legal fee ratio 0%
Accounting fee ratio 0.4%
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.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 2 funders$12K

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024 (Latest)$313K revenue · ⤓ 990 PDF
FY2023$695K revenue · ⤓ 990 PDF
FY2022$602K revenue · ⤓ 990 PDF
FY2021$452K revenue · viewing · ⤓ 990 PDF
FY2020$435K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2021IRS
Classification, formation year, addressIRS Business Master File
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