2024-05-03T11:13:40-05:00 2022-06-30 950858589 HUTCHINSON & BLOODGOOD LLP 200 EAST CARRILLO STREET SUITE 303 SANTA BARBARA CA 93101 990 2021-07-01 770169682 THE OJAI VALLEY LAND CONSERVANCY OJAI 8056496852 PO BOX 1092 OJAI CA 93024 TOM MALONEY EXECUTIVE DIRECTOR 8056496852 2024-05-03 1 TOM MALONEY 999009999 JESSICA MOITOZA P01282487 8059631837 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z TOM MALONEY PO BOX 1092 OJAI CA 93024 11342131 0 X OVLC.ORG X 1987 CA PERMANENT PRESERVATION OF OPEN SPACE FOR THE BENEFIT OF THE WILDLIFE AND THE COMMUNITIES OF THE OJAI VALLEY 12 12 15 1022 0 0 995721 7542287 409118 405916 18998 232627 10426212 -64623 11850049 8116207 0 73254 0 0 735877 843490 0 0 161754 646518 634825 1382395 1551569 10467654 6564638 20057486 24536585 220752 365606 19836734 24170979 X WE WORK WITH PARTNERS 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 941829 73254 405916 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 TREES (MOSTLY COAST LIVE OAK) AND SHRUBS PLANTED IN 2017 TO RESTORE AND ENHANCE HABITATS ON OVLC PRESERVES. 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 ALSO 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. ONCE THIS PROJECT IS COMPLETE, WE ONLY NEED TO REMOVE THE REMAINING 47 ACRES TO ACHIEVE OUR GOAL OF AN ARUNDO-FREE WATERSHED. 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 IN CONJUNCTION WITH THE GREEN VALLEY PROJECT. ENVIRONMENTAL SCIENCE STUDENTS HELPED PLANT OAK CIRCLES AND NATIVE GRASSES TO SUPPORT RESTORATION EFFORTS AND CONNECT THEIR EDUCATION TO THE NATURAL WORLD AROUND THEM. THIS WORK ALSO INCLUDED A NEW PROGRAM THAT SUPPORTS TWO HIGH SCHOOL INTERNS TO WORK AT THE OVLC'S NATIVE PLANT NURSERY FOR THE YEAR, GAINING VALUABLE EXPERIENCE IN WORKING IN CONSERVATION AND LEADERSHIP.ALSO AT THE OJAI MEADOWS PRESERVE, THE OVLC RECEIVED A GRANT FROM THE CALIFORNIA NATURAL RESOURCES AGENCY FOR $167,610 FOR A BRIDGE OVER THE HAPPY VALLEY DRAIN TO PROVIDE BETTER ACCESS TO THE PRESERVE. PLANNING AND PERMITTING FOR THE BRIDGE WERE ADVANCED DURING FY2022.IN OTHER STEWARDSHIP ACTIVITIES, OVLC'S VOLUNTEER AND OUTREACH PROGRAM DRAMATICALLY EXPANDED WITH THE ADDITION OF A STAFF PERSON DEVOTED TO MANAGING THESE PROGRAMS. OVLC ALSO RELAUNCHED ITS ENVIRONMENTAL EDUCATION PROGRAM KNOWN AS "ALL ABOUT OJAI". THIS FEATURES A SERIES OF EDUCATIONAL WALKS AND TALKS TO IMPROVE ECOLOGICAL LITERACY IN THE OJAI VALLEY. 941829 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 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 15 0 15 1 0 0 0 0 0 1 1 0 0 0 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 1.00 X X 0 0 0 BRET BRADIGAN SECRETARY 1.00 X X 0 0 0 SANDY BUECHLEY TREASURER 1.00 X X 0 0 0 BILL BROTHERS BOARD MEMBER 1.00 X 0 0 0 MARTHA GROSZEWSKI BOARD MEMBER 1.00 X 0 0 0 FIONA HUTTON BOARD MEMBER 1.00 X 0 0 0 PHIL MONCHARCH BOARD MEMBER 1.00 X 0 0 0 TONYA PERALTA BOARD MEMBER 1.00 X 0 0 0 STEFANIE COELER 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 125548 0 3750 125548 0 3750 1 0 0 0 0 157662 7384625 5771911 7542287 GOVERNMENT CONTRACTS 900099 390356 390356 GUIDED HIKES AND EDUCATION 711300 15560 15560 405916 190554 190554 30000 98879 -68879 -68879 -68879 3078636 3036563 42073 42073 42073 48210 157662 80917 -32707 -32707 46528 9565 36963 36963 8116207 405916 0 168004 X 73254 73254 124346 43894 55583 24869 567505 354678 151738 61089 94885 52880 26427 15578 56754 31205 16157 9392 9994 9994 69886 69886 49969 49969 227251 217514 3335 6402 137590 71913 26208 39469 22094 2412 16159 3523 26583 16644 8907 1032 10419 7758 2261 400 6570 4234 2336 29499 29499 26666 14020 12646 PRESERVE MAINTENANCE 12954 11380 1574 MEMBERSHIP DUES 5350 550 4800 1551569 941829 447986 161754 139688 60619 802675 815048 369009 395400 229462 20921 25953 11813 16039 13079972 762672 6536086 12317300 12066582 10662972 84321 40183 20057486 24536585 82618 121877 113134 143729 25000 0 0 100000 220752 365606 X 19552775 22993400 283959 1177579 19836734 24170979 20057486 24536585 6564638 -2230393 0 X 0 1 X 1 0 X 1688996 1105559 789826 995721 1792287 6372389 1688996 1105559 789826 995721 1792287 6372389 128122 6244267 10550 36387 42123 46498 220554 356112 262259 51097 17623 10492348 36963 10860290 17588791 1363372 0.35500 0.34900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 2 196.00 0 1 1 22.00 964 318646 500000 -4043 814603 311832 6814 318646 311832 311832 126832 185000 2422 2422 311832 126832 126832 0.16000 0.84000 0 0 11656692 11656692 1275627 667224 608403 130689 84078 46611 16964 11370 5594 12317300 GROUND LEASE SECURITY DEPOSIT 100000 100000 X 6011074 -2230393 76350 -2154043 8165117 49969 -98879 -48910 8116207 1676829 76350 98879 175229 1501600 49969 49969 1551569 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 TRESSPASSING 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 2018 TO THE PRESENT REMAIN SUBJECT TO EXAMINATION BY THE IRS FOR FEDERAL TAX PURPOSES, AND THE TAX YEARS FROM 2017 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 -98,879. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 98,879. MOUNTAINFILM 185834 152174 33660 9167 15125 2162 44800 OJAI STUDIO ARTISTS 20038 5488 14550 4237 4400 50 976 205872 157662 48210 13404 19525 2212 45776 80917 -32707 0 CASITAS MUNICIPAL WATER DISTRICT 1055 VENTURA AVE OAK VIEW CA 93022 956092502 73254 0 REBUILDING BRIDGE OVER RICE CANAL 1 X 4 16290 FAIR MARKET VALUE X 1 5750000 APPRAISED VALUE X 1 5621 FAIR MARKET VALUE 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 20,675. MANAGEMENT AND GENERAL EXPENSES 1,483. FUNDRAISING EXPENSES 5,602. TOTAL EXPENSES 27,760. CONTRACT LABOR: PROGRAM SERVICE EXPENSES 196,839. MANAGEMENT AND GENERAL EXPENSES 1,852. FUNDRAISING EXPENSES 800. TOTAL EXPENSES 199,491. CA FLOOD DISASTER CA 2023-02 FEMA #3591 THE ORGANIZATION IS LOCATED IN VENTURA COUNTY, CALIFORNIA WHICH HAS A ZIP CODE OF 93190. THEREFORE, THE ORGANIZATION HAS BEEN GRANTED AUTOMATIC FILING RELIEF UNTIL OCTOBER 16, 2023 FROM THE ORIGINAL EXTENDED DUE DATE OF MAY 15, 2023.