Nonprofit · EIN 77-0411485
SANTA LUCIA CONSERVANCY
Tax-exempt · CARMEL, CA 93923
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $3,122,818 | $2,308,186 | $814,632 | $72,606,152 | $395,615 | $72,210,537 |
| December 31, 2023 | 990 | $4,725,771 | $3,305,704 | $1,420,067 | $70,692,144 | $534,587 | $70,157,557 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $471,387
- of which government grants
- $421,575
- Program service revenue
- $38,130
- Investment income
- $2,540,009
- Net rental income
- $73,204
- Net gain from sales of assets
- $100,801
- Other revenue
- $73,292
Expenses
- Grants and similar amounts paid
- $10,000
- Compensation of officers, directors and key employees
- $370,965
- Other salaries and wages
- $707,277
- Salaries, compensation and benefits (total)
- $1,356,426
- Professional fundraising fees
- $0
- Legal fees
- $3,226
- Accounting fees
- $16,600
- Occupancy
- $51,851
- Travel
- $22,327
- Depreciation
- $62,920
- Program services (functional)
- $1,289,998
- Management and general (functional)
- $930,732
- Fundraising (functional)
- $87,456
Balance sheet and other
- Total assets, start of year
- $70,692,144
- Total assets, end of year
- $72,606,152
- Total liabilities, end of year
- $395,615
- Net assets, end of year
- $72,210,537
- Land, buildings and equipment
- $1,851,084
- Publicly traded securities
- $31,856,899
- Net assets without donor restrictions
- $35,342,417
- Net assets with donor restrictions
- $36,868,120
- Gross receipts
- $3,122,818
- Employees
- 17
- Volunteers
- 15
- Year formed
- 1994
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMISON WATTS | Executive Dir. Officer | 40 | $211,970 |
| DEBORAH WALLACE | FINANCE DIR Officer | 40 | $158,995 |
| SCOT SMYTHE | DIRECTOR Trustee or director | 3 | $0 |
| NIKKI NEDDEFF | DIRECTOR Trustee or director | 3 | $0 |
| SCOTT HENNESSY | DIRECTOR Trustee or director | 3 | $0 |
| RICHARD FRANK | CHAIRMAN Trustee or director, Officer | 3 | $0 |
| LORRAINE YGLESIAS | SECRETARY Trustee or director, Officer | 3 | $0 |
| PAUL KRANHOLD | DIRECTOR Trustee or director | 3 | $0 |
| KIMBERLY VENTRY | DIRECTOR Trustee or director | 3 | $0 |
| RICHARD SCHAEFER | TREASURER Trustee or director, Officer | 3 | $0 |
| JIM ANDRASICK | VICE CHAIR Trustee or director, Officer | 3 | $0 |
| MIKE STONE | Director Trustee or director | 3 | $0 |
990 for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMISON WATTS | Executive Dir. Officer | 40 | $189,353 |
| SCOT SMYTHE | DIRECTOR Trustee or director | 3 | $0 |
| ANDREW LAWSON | DIRECTOR Trustee or director | 3 | $0 |
| SCOTT HENNESSY | DIRECTOR Trustee or director | 3 | $0 |
| RICHARD FRANK | CHAIRMAN Trustee or director, Officer | 3 | $0 |
| LORRAINE YGLESIAS | SECRETARY Trustee or director, Officer | 3 | $0 |
| PAUL KRANHOLD | DIRECTOR Trustee or director | 3 | $0 |
| KATHY SIEGEL | DIRECTOR Trustee or director | 3 | $0 |
| RICHARD SCHAEFER | TREASURER Trustee or director, Officer | 3 | $0 |
| JIM ANDRASICK | VICE CHAIR Trustee or director, Officer | 3 | $0 |
Address and contacts
- Address (IRS master file)
- 5240 CARMEL VALLEY RD, CARMEL, CA 93923-9502
- Principal officer (990 for 2024)
- RICHARD FRANK, 5240 CARMEL VALLEY RD, CARMEL, CA 93923
- Signed the 990
- JAMISON WATTS, Executive Dir.
- Phone
- (831) 626-8595
- Website
- WWW.SLCONSERVANCY.ORG
- Return prepared by
- McGilloway Ray Brown & Kaufman
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0411485 or by the name SANTA LUCIA CONSERVANCY.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO PROTECT AND STEWARD IN PERPETUITY THE UNIQUE NATURAL, CULTURAL, AND ASTHETIC RESOURCES OF THE PRESERVE AND SERVE AS A MODEL OF ECOLOGICALLY SUSTAINABLE DEVELOPMENT TO COMMITTEES OUTSIDE THE PRESERVE.
Program accomplishments
- 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 MANAGEMENT PLANS FOR INDIVIDUAL HOMEOWNERS.Expenses $972,224 · grants $10,000 · revenue $38,130
- 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.Expenses $233,533
- 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.Expenses $84,241
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 77-0411485
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1998
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Environment (C340)
- Assets (IRS master file)
- $72,606,152
- Income (IRS master file)
- $3,122,818
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $3,122,818 | $2,308,186 | $72,606,152 | IRS |
| 990 | December 2023 | $4,725,771 | $3,305,704 | $70,692,144 | XML |
| 990 | December 2022 | $1,328,102 | $2,564,648 | $69,181,252 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 77-0411485).
Questions about SANTA LUCIA CONSERVANCY
- What is the EIN of SANTA LUCIA CONSERVANCY?
- The employer identification number (EIN) of SANTA LUCIA CONSERVANCY is 77-0411485.
- Is SANTA LUCIA CONSERVANCY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to SANTA LUCIA CONSERVANCY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does SANTA LUCIA CONSERVANCY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SANTA LUCIA CONSERVANCY due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SANTA LUCIA CONSERVANCY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of SANTA LUCIA CONSERVANCY?
- The 990 for the year ended December 31, 2024 names RICHARD FRANK.
- Who are the officers and directors of SANTA LUCIA CONSERVANCY?
- The 990 for the year ended December 31, 2024 lists 12 people; 2 received compensation from the organization, the highest $211,970 (JAMISON WATTS, Executive Dir.).
- How much revenue does SANTA LUCIA CONSERVANCY have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $3,122,818, expenses of $2,308,186 and total assets of $72,606,152 at year end.
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