2024-05-15T16:54:20-05:00 2023-06-30 950858589 HUTCHINSON & BLOODGOOD LLP 200 EAST CARRILLO STREET SUITE 303 SANTA BARBARA CA 93101 990 2022-07-01 770169682 THE OJAI VALLEY LAND CONSERVANCY OJAI 8056496852 PO BOX 1092 OJAI CA 93024 TOM MALONEY EXECUTIVE DIRECTOR 8056496852 2024-05-15 1 TOM MALONEY 999009999 0 JESSICA MOITOZA P01282487 8059631837 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z TOM MALONEY PO BOX 1092 OJAI CA 93024 5866279 0 X OVLC.ORG X 1987 CA PERMANENT PRESERVATION AND RESTORATION OF OPEN SPACE FOR THE BENEFIT OF THE WILDLIFE AND THE COMMUNITIES OF THE OJAI VALLEY 12 12 19 550 0 0 7542287 1771632 405916 618603 232627 -273134 -64623 -48000 8116207 2069101 73254 0 0 0 843490 1032995 0 0 204812 634825 1104570 1551569 2137565 6564638 -68464 24536585 25865614 365606 570291 24170979 25295323 X WE WORK TO PERMANENTLY PROTECT AND RESTORE THE OPEN SPACE, NATURAL SCENIC BEAUTY, WILDLIFE, HABITAT, AND WATERSHED OF THE OJAI VALLEY FOR CURRENT, AND FUTURE GENERATIONS, TO ENJOY FOREVER. 0 0 1357778 0 618603 OVLC PROTECTS AND RESTORES THE OPEN SPACE, WILDLIFE HABITAT, WATERSHED, AND VIEWS OF THE OJAI VALLEY FOR CURRENT AND FUTURE GENERATIONS. THESE PRESERVED LANDS PROVIDE COMMUNITY OPPORTUNITIES FOR OUTDOOR RECREATION, EDUCATION, AND CLIMATE RESILIENCE. EACH YEAR, HUNDREDS OF LOCAL STUDENTS VISIT OVLC PRESERVES FOR OUTDOOR EDUCATION PROGRAMS, IN ADDITION TO THE TENS OF THOUSANDS OF VISITORS WHO ENJOY HIKING, MOUNTAIN BIKING, HORSEBACK RIDING, AND MORE.THE OVLC CURRENTLY MANAGES ROUGHLY 2,400 ACRES OF OPEN SPACE IN THE OJAI VALLEY OF WHICH 2,000 ACRES ARE OPEN FOR FREE PUBLIC ACCESS. OVLC HAS SEVERAL NEW PROJECTS THAT HAVE THE POTENTIAL TO ADD ADDITIONAL PROTECTED LAND. IN THE PAST YEAR, WE MAINTAINED OVER 5,000 NATIVE PLANTS TO RESTORE AND ENHANCE HABITATS ON OVLC PRESERVES. OVLC ACQUIRED A 9.40 ACRE PARCEL ON SAN ANTONIO CREEK IN UNINCORPORATED VENTURA COUNTY. SAN ANTONIO CREEK IS A PRIORITY STREAM FOR THE RECOVERY OF AT LEAST TWO FEDERALLY ENDANGERED SPECIES: SOUTHERN CALIFORNIA STEELHEAD TROUT AND CALIFORNIA RED-LEGGED FROG. ACQUISITION OF THIS PARCEL FURTHER PROTECT HABITAT SUITABLE FOR BOTH OF THESE SPECIES.ALONG RIVERS AND STREAMS, OVLC HAS COMPLETED THE REMOVAL OF 110 ACRES OF INVASIVE ARUNDO DONAX - 25 ACRES FROM SAN ANTONIO CREEK AND 85 ACRES FROM THE VENTURA RIVER. IN 2022 BUILDING UPON THESE EFFORTS, OVLC MAPPED THE RIPARIAN CORRIDORS OF THE UPPER VENTURA RIVER WATERSHED AND IDENTIFIED ONLY 70 ACRES OF ARUNDO LEFT TO REMOVE. OVLC ENTERED INTO AN AGREEMENT WITH VENTURA COUNTY FIRE TO REMOVE ANOTHER 20 ACRES OF ARUNDO FROM THE VENTURA RIVER AND 3 ACRES OF ARUNDO FROM SAN ANTONIO CREEK TO ELIMINATE THESE EXPLOSIVE FUEL LOADS. OVLC ALSO RECEIVED $777,414 GRANT FROM THE CALIFORNIA DEPARTMENT OF FORESTRY AND FIRE PROTECTION FOR WATERSHED-WIDE PROGRAMMATIC PERMITS AND IMPLEMENTATION THROUGH 2026. AT THE VENTURA RIVER PRESERVE WE CONTINUED RESTORATION EFFORTS AT THE 23-ACRE ORANGES TO OAKS SITE AND PREPARED THE AREA FOR SUCCESS ONCE GRANT FUNDING SUPPORT ENDS. IN ADDITION TO WEEDING, WATERING, AND MULCHING OAK CIRCLES, WE REPLANTED FAILED SHRUBS, DE-CAGED MATURE PLANTINGS, AND CLEANED UP IRRIGATION MATERIALS. AT THE OJAI MEADOWS PRESERVE WE EXPANDED OUR WORK IN A NEW RESTORATION AREA, AS MITIGATION FOR THE VENTURA COUNTY WATERSHED PROTECTION DISTRICT. WE HOSTED LOCAL ENVIRONMENTAL SCIENCE STUDENTS, WHO HELPED PLANT OAK CIRCLES AND NATIVE GRASSES TO SUPPORT RESTORATION EFFORTS AND CONNECT THEIR EDUCATION TO THE NATURAL WORLD AROUND THEM. WE ALSO MAINTAIN A NATIVE PLANT NURSERY AT THE OJAI MEADOWS PRESERVE, AND TWO HIGH SCHOOL INTERNS PROVIDE ASSISTANCE AND GAIN HANDS-ON EXPERIENCE, WORKING IN CONSERVATION AND LEADERSHIP.THE EXTRAORDINARY RECORD WINTER RAINFALL CAUSED A REMARKABLE LEVEL OF FLOODING DAMAGE TO OVLC TRAILS. THIS LED TO AN OUTSTANDING FUNDRAISING AND VOLUNTEER EFFORT. OVLC REOPENED ITS 27 MILES OF TRAILS FOR PUBLIC RECREATION IN RECORD TIME WITH THE DEDICATED SUPPORT OF OUR DONOR AND VOLUNTEER COMMUNITY. 1357778 1 1 0 0 0 0 1 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 20 0 19 1 0 0 0 0 0 1 1 0 0 0 1 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X TOM MALONEY 8056496852 PO BOX 1092 OJAI CA 93024 ROGER ESSICK PRESIDENT 5.00 X X 0 0 0 DON REED VICE PRESIDENT (7/1/22-12/31/22) 1.00 X X 0 0 0 SANDY BUECHLEY TREASURER(7/22-12/22)/VP (1/23-6/23) 1.00 X X 0 0 0 BRET BRADIGAN SECRETARY (7/1/22-12/31/22) 1.00 X X 0 0 0 STEFANIE COELER SECRETARY (1/1/23-6/30/23) 1.00 X X 0 0 0 MARTHA GROSZEWSKI TREASURER (1/1/23-6/30/23) 1.00 X X 0 0 0 BILL BROTHERS BOARD MEMBER 1.00 X 0 0 0 FIONA HUTTON BOARD MEMBER 1.00 X 0 0 0 PHIL MONCHARSH BOARD MEMBER 1.00 X 0 0 0 TONYA PERALTA BOARD MEMBER 1.00 X 0 0 0 LARRY ROSE BOARD MEMBER 1.00 X 0 0 0 LU SETNICKA BOARD MEMBER 1.00 X 0 0 0 SARAH SHESHUNOFF BOARD MEMBER 1.00 X 0 0 0 CARI SHORE BOARD MEMBER 1.00 X 0 0 0 TOM MALONEY EXECUTIVE DIRECTOR 40.00 X 103476 0 3381 103476 0 3381 1 0 0 0 0 181890 1589742 59823 1771632 GOVERNMENT CONTRACTS 900099 533624 533624 LAND AND HABITAT RESTORATION 711300 45079 45079 GUIDED HIKES AND EDUCATION 711300 39900 39900 618603 214186 214186 30000 89209 -59209 -59209 -59209 3119394 3606714 -487320 -487320 -487320 73395 181890 94139 -20744 -20744 39069 7116 31953 31953 2069101 618603 0 -321134 X 123235 36971 67779 18485 723106 478532 152860 91714 118126 49064 56290 12772 68528 40375 17346 10807 18650 18650 85699 85699 49577 49577 652295 624957 603 26735 2439 1840 99 500 147467 73123 34780 39564 13239 141 11765 1333 28782 3505 25199 78 21940 15887 4516 1537 11422 6452 4970 27082 27082 29194 29194 PRESERVE MAINTENANCE 9149 7731 381 1037 MEMBERSHIP DUES 7635 550 6835 250 2137565 1357778 574975 204812 60619 111766 815048 1224100 369009 332440 229462 218182 25953 28719 16039 16059 13188758 835697 12317300 12353061 10662972 11378341 40183 202946 24536585 25865614 121877 293062 143729 177229 100000 100000 365606 570291 X 22993400 23880804 1177579 1414519 24170979 25295323 24536585 25865614 -68464 1192808 0 X 0 1 X 1 0 X 1105559 789826 995721 1792287 1771632 6455025 1105559 789826 995721 1792287 1771632 6455025 104681 6350344 36387 42123 46498 220554 244186 589748 51097 17623 10492348 36963 31953 10629984 17674757 1981975 0.35930 0.35500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 2 210.00 0 1 1 22.00 1000 814603 66472 881075 318646 500000 -4043 814603 311832 6814 318646 311832 311832 126832 185000 2422 2422 311832 0.16000 0.84000 0 0 11729553 11729553 1275628 711833 563795 166613 111375 55238 16964 12489 4475 12353061 GROUND LEASE SECURITY DEPOSIT 100000 100000 X 3323509 1192808 21968 1214776 2108733 49577 -89209 -39632 2069101 2199165 21968 89209 111177 2087988 49577 49577 2137565 PART II, LINE 5: THE OVLC MONITORS ALL CONSERVATION EASEMENTS AND FEE LANDS ON AN ANNUAL BASIS. FOR CONSERVATION EASEMENTS, MONITORING CONSISTS OF A FIELD VISIT, COMPLETION OF A MONITORING CHECKLIST, AND PHOTOGRAPHS FROM FIXED PHOTO POINTS. A SUMMARY REPORT IS THEN GENERATED FOR THE OVLC'S RECORDS. IF A POTENTIAL OR CERTAIN VIOLATION OF A CONSERVATION EASEMENT IS OBSERVED, THE LANDOWNER IS NOTIFIED IN WRITING AND AN EFFORT IS MADE TO VOLUNTARILY ADDRESS THE VIOLATION THROUGH REMOVAL OF THE VIOLATION AND/OR RESTORATION OF DAMAGED CONSERVATION VALUES. OVLC ALLOWS 30 DAYS FROM THE TIME WRITTEN NOTIFICATION IS ISSUED FOR A COOPERATIVE RESOLUTION OR APPROVED PLAN TO ADDRESS RESOURCE DAMAGE. MEASURES TO CORRECT A VIOLATION MUST RESULT IN THE RETURN OF CONSERVATION RESOURCES TO A CONDITION EQUAL TO, OR BETTER THAN, THE CONDITIONS PRIOR TO THE VIOLATION. IF A COOPERATIVE RESOLUTION IS NOT ACHIEVED IN THE 30 DAY PERIOD, AND AGREED TO IN WRITING, THE OVLC WILL INITIATE LEGAL REMEDIES. IN CASES WHERE RESOURCE DAMAGE IS PERMANENT OR RESTORATION IS UNTENABLE, THE OVLC WILL SEEK TO REPLACE THIS VALUE ON OR OFF SITE THROUGH PROTECTION OF ADDITIONAL SIMILAR CONSERVATION RESOURCES OWNED BY THE VIOLATING LANDOWNER OR THROUGH THE PURCHASE OF THIS PROTECTION WITH FUNDS RECEIVED FROM THE VIOLATING PARTY. ON OVLC FEE-OWNED PRESERVES STAFF EITHER CONDUCTS AN ANNUAL MONITORING VISIT OR CONDUCTS ANNUAL SPRINGTIME INSPECTIONS OF AREAS OF THE PRESERVES THAT MAY EXPERIENCE BOUNDARY ENCROACHMENTS. IN FY2022, OVLC CONTACTED TWO SEPARATE NEIGHBORING LANDOWNERS CONCERNING ENCROACHMENTS ON OVLC OWNED PROPERTY(S). THESE INTERACTIONS RESULTED IN EITHER THE AMICABLE SETTLING OF THE ENCROACHMENT ISSUE OR A NOTICE TO THE LANDOWNER THAT THEY ARE TRESPASSING AND THEY NEED TO REMOVE THE PERSONAL BELONGINGS OR OTHER BOUNDARY ENCROACHMENTS. PART II, LINE 9: PROPERTY HELD FOR CONSERVATION PURPOSES INCLUDES PURCHASED OR DONATED PROPERTIES AND CONSERVATION EASEMENTS TO BE MAINTAINED AS NATURE PRESERVES. PURCHASED LAND IS STATED AT THE LESSER OF COST OR FAIR MARKET VALUE. DONATED PROPERTIES ARE INITIALLY RECORDED AT THEIR APPRAISED VALUES AT THE DATE OF CONTRIBUTION, AND ARE CARRIED AT THE LOWER OF THIS AMOUNT OR FAIR MARKET VALUE. PRESERVED LAND AND CONSERVATION EASEMENTS ARE TREATED AS COMMITMENTS AND ARE RECORDED IN PROPERTY HELD FOR CONSERVATION PURPOSES AS $1 EACH AND ALSO NET ASSETS WITH DONOR RESTRICTIONS. ALL NATURE PRESERVE LAND AND BUILDINGS HAVE FAIR MARKET VALUES OF $0 DUE PRIMARILY TO DEED RESTRICTIONS, WHICH AFFECT POTENTIAL SALES PART V, LINE 4: THE INTENDED PURPOSE OF THE ENDOWMENT FUNDS IS TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY THE ORGANIZATION'S ENDOWMENT. PART X, LINE 2: FINANCIAL ACCOUNTING STANDARDS BOARD'S ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, PRESCRIBES A THRESHOLD FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE OVLC FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND IN THE STATE OF CALIFORNIA. THE OVLC'S TAX RETURNS FROM THE YEAR 2019 TO THE PRESENT REMAIN SUBJECT TO EXAMINATION BY THE IRS FOR FEDERAL TAX PURPOSES, AND THE TAX YEARS FROM 2018 TO THE PRESENT REMAIN SUBJECT TO EXAMINATION BY THE STATE OF CALIFORNIA. MANAGEMENT HAS EVALUATED ITS TAX POSITIONS FOR ALL JURISDICTIONS IN WHICH THE STATUTE OF LIMITATIONS REMAINS OPEN AND HAS DETERMINED THAT THE OVLC HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THE OVLC IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME, EXCISE OR OTHER TAXES. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -89,209. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 89,209. MOUNTAINFILM 255285 181890 73395 16863 22426 6780 48070 255285 181890 73395 16863 22426 6780 48070 94139 -20744 X 1 24660 APPRAISED VALUE X 2 15998 FAIR MARKET VALUE X 4 18922 FAIR MARKET VALUE X EVENT SUPPLIES 1 243 FAIR MARKET VALUE 1 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE OF THE BOARD REVIEWS THE 990 BEFORE FORWARDING IT TO THE FULL BOARD FOR REVIEW. THE BOARD VOTES TO APPROVE THE 990 BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE GOVERNANCE COMMITTEE AND EXECUTIVE COMMITTEE WORK IN CONJUNCTION TO DETERMINE OFFICER COMPENSATION BY REVIEWING COMPENSATION SURVEYS OF OTHER LAND TRUSTS. THIS INCLUDES AN EVALUATION OF ANY HOUSING AGREEMENTS AND THEIR RELATIVE BENEFITS TO THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES THE 990 FILING AND THE AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE AND UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 166,320. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 14,241. TOTAL EXPENSES 180,561. CONTRACT LABOR: PROGRAM SERVICE EXPENSES 458,637. MANAGEMENT AND GENERAL EXPENSES 603. FUNDRAISING EXPENSES 12,494. TOTAL EXPENSES 471,734.