2023-11-14T13:16:39-08:00 2022-12-31 824001653 GRACE CPAS LLP 341 1ST ST HOLLISTER CA 95023 990 2022-01-01 770411485 SANTA LUCIA CONSERVANCY SANT 8316268595 5240 CARMEL VALLEY RD CARMEL CA 93923 JAMISON WATTS Executive Dir. 2023-11-14 true JAMISON WATTS 999009999 true Bette Grace CPA CFE CFF PFS P00292831 8316377408 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z JAMISON WATTS 1337233 false X WWW.SLCONSERVANCY.ORG X 1994 CA 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. 9 9 12 15 0 36542 528356 314000 88100 16228612 672940 16878 38706 16596032 1328102 0 0 1221637 1385888 0 10540 919158 1178760 2140795 2564648 14455237 -1236546 76766704 69181252 93486 380623 76673218 68800629 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. false false 1530036 ADAPTIVE LAND MANAGEMENT AND HABITAT RESTORATION: CONDUCTED EXTENSIVE GRASSLANDS AND OAK WOODLAND MANAGMENT AND RESTORATION ACTIVITIES INCLUDING FRENCH BROOM AND OTHER WEED ERADICATION, SUDDEN OAK DEATH RESPONSE, PRESCRIBED BURN PLANNING AND A DEMONSTRATION PROJECT USING ECOLOGICALLY MANAGED CATTLE GRAZING TO REDUCE THATCH AND PROMOTE GRASSLAND HEALTH. 294822 EDUCATION AND INTERPRETIVE ACCESS PROGRAMS: PROVIDED HIGH-QUALITY CURRICULUM DRIVEN OUTDOOR ENVIRONMENTAL EDUCATION PROGRAMS TO REGIONAL SCHOOL CHILDREN AGED 6 TO 16, WITH OVER 3,000 PARTICIPANTS. 267657 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. 2092515 true false false false false false true false false true true false false true true true true false false false false false false false false false false false false true false false false true false false false false false false false false false true false false false true 29 0 true 12 true false false false false false false false 0 false false false false false false false X 9 9 false false false false false false false true true false false true true true true true true true false false CA X SANTA LUCIA CONSERVANCY 8316268595 5240 CARMEL VALLEY RD CARMEL CA 93923 X JAMISON WATTS EXECUTIVE DIRECTOR 40.00 0.00 198550 0 0 SCOT SMYTHE Director 3.00 0.00 X 0 0 0 ANDREW LAWSON Director 3.00 0.00 X 0 0 0 SCOTT HENNESSY Director 3.00 0.00 X 0 0 0 RICHARD FRANK Chairman 3.00 0.00 X X 0 0 0 LORRAINE YGLESIAS Secretary 3.00 0.00 X X 0 0 0 PAUL KRANHOLD Director 3.00 0.00 X 0 0 0 KATHY SIEGEL Director 3.00 0.00 X 0 0 0 RICHARD SCHAEFER Treasurer 3.00 0.00 X X 0 0 0 JIM ANDRASICK Vice Chair 3.00 0.00 X X 0 0 0 198550 1 false true false 0 485556 42800 528356 COMPLIANCE INCOME FUEL MANAGEMENT PLAN 110000 58000 58000 GRAZING 30100 30100 REIMBURSED EXPENSES 88100 672940 672940 0 0 47337 9131 38206 38206 38206 0 0 0 0 OTHER INCOME 500 500 500 1328102 88600 711146 X 0 0 0 0 198550 152884 45666 0 944259 727078 217181 55753 42930 12823 99330 76484 22846 87996 67757 20239 0 19830 17847 1983 14914 14914 0 0 0 446515 413063 22912 10540 20503 8201 12302 12113 9448 2665 0 0 45251 36679 8572 49677 14985 34692 0 0 0 0 115457 98138 17319 85385 81116 4269 OTHER PROGRAM RELATED EXPENSES 210812 204482 6330 FIRE MANAGEMENT PLAN 53392 53392 VEHICLE EXPENSES 42006 33605 8401 REPAIRS & MAINTAINANCE 31140 24912 6228 31765 29514 2251 2564648 2092515 461593 10540 72252 258321 1056778 1340642 142575 170506 324710 300000 300000 0 0 0 42630 83093 2669818 879860 1731054 1789958 36430487 27978956 0 0 0 36962997 36962997 76766704 69181252 79285 335961 12926 41558 1275 3104 93486 380623 X 36794436 31932509 39878782 36868120 76673218 68800629 76766704 69181252 -1236546 -6443106 -192937 X false true X true false X X X 1 SONORAN INSTITUTE 860684610 7 false 29893 0 1 29893 0 true false false false false false false false false false false false false false false true true true X true true Part IV, Section D, Line 3: Role The Organization's Supported Orgs. Played THE SUPPORTED ORGANIZATION APPOINTS ONE MEMBER OF ITS BOARD OF DIRECTORS TO SANTA LUCIA CONSERVANCY'S BOARD OF GOVERNORS, GIVING IT A SIGNIFICANT VOICE IN THE INVESTMENT POLICIES AND ORGANIZATIONAL MANAGEMENT OF THE CONSERVANCY. Part IV, Section E, Line 2a: Identify Supported Orgs. and Explain How Activities Furthered Exempt Pu THE SANTA LUCIA CONSERVANCY WORKED TO CONSERVE AND RESTORE NATURAL LANDSCAPES THAT ARE PERMANENTLY PROTECTED IN THE SANTA LUCIA PRESERVE, THEREBY FURTHERING THE CONSERVATION MISSION OF THE SUPPORTED ORGANIZATION. Part IV, Section E, Line 2b: Reasons For The Organization's Position THE SANTA LUCIA CONSERVANCY PROVIDED SUPPORT IN PROMOTING THE COMMUNITY STEWARDSHIP ORGANIZATION MODEL, THEREBY FURTHERING THE CONSERVATION MISSION OF THE SUPPORTED ORGANIZATION. X X X 323 18 1 true 267657 false 37340166 -6981246 2576979 27781941 34389483 4667798 1717115 37340166 32802327 4352017 2764861 34389483 29223362 5374858 1795893 32802327 32265928 -1530663 1511903 29223362 false false false 1099830 1099830 380307 114089 266218 138627 56503 82124 990050 654438 335612 61004 54830 6174 1789958 CATTLE FOR GRAZING PROGRAM 94877 PRESERVE WILDLANDS AND EASEMENTS 36868120 36962997 DEPOSITS 3104 3104 X 1328102 1328102 1328102 2564648 2564648 2564648 Part II, Line 5: Summarized Policy THE ORGANIZATION WILL ACCEPT UNRESTRICTED GIFTS AND GIFTS FOR SPECIFIC PROGRAMS AND PURPOSES, PROVIDED SUCH GIFTS ARE CONSISTENT WITH ITS STATED MISSION, PURPOSES AND PRIORITIES. Part II, Line 9: Organization Reporting of conservation easements. Easements are legal restrictions over land not owned by the Organization. The easements have no market value, and as such are recorded at zero cost and zero market value. Part V, Line 4: Intended uses of the endowment fund. ENDOWMENT FUNDS ARE UNRESTRICTED NET ASSETS THAT HAVE BEEN DESIGNATED BY THE BOARD OF GOVERNORS AS A GENERAL QUASI-ENDOWMENT FUND. THE FUND WILL BE USED TO PROVIDE A CONTINUING SOURCE OF FUNDS TO SUPPORT THE ORGANIZATION'S CHARITABLE PROGRAMS AND GOALS.PAST REPORTING INCLUDED PERMANENTLY RESTRICTED LANDS. THOSE VALUES HAVE BEEN REMOVED FROM ENDOWMENT FUND REPORTING ON SCHEDULE D. Part X : FIN48 Footnote The Organizations management has considered its tax positions and believes that all of the positions taken by the Organization in its federal and state tax returns are more likely than not to be sustained on examination by taxing authorities. The Organization's Federal and California tax exempt returns are subject to examination by the federal and state taxing authorities, generally for three years after they are filed. false false false false false false false false false JAMISON WATTS EXECUTIVE DIRECTOR 198550 198550 JAMISON WATTS KEY EMPLOYE HOUSNG ASST X 300000 false true true SANTA LUCIA PRESERVE COMMON BD MB 29477 CLUB SERVICES false Schedule L, Part V Supplemental Information SANTA LUCIA CONSERVANCY (SLC) SHARES A LIMITED NUMBER OF BOARD MEMBERS WITH WITH SANTA LUCIA PRESERVE (SLP), A SEPARATE UNRELATED BUSINESS. SLP OCCASIONALLY PROVIDES MEETING FACILITIES AND SERVICES AS WELL AS REPAIR AND MAINTENANCE SUPPORT. Form 990, Part VI, Section A, Line 1a The Management Committee, consisting of all officers of the Conservancy and other Governors who may be appointed by the Board Chair, as provided In the Conservancy's Bylaws, has been delegated through the provisions of the Bylaws the authority of the board in the management of the business and affairs of the Corporation between meetings of the Board; provided, however, that the Management Committee may not:(a) Fill vacancies on the Board of Governors or on any committee;(b) Amend or repeal the Articles of Incorporation or Bylaws or adopt new Bylaws;(c) Amend or repeal any resolution of the Board;(d) Designate any other committees of the Board or appoint the members of any committee;(e) Approve any transaction (i) to which the Corporation is a party and to which one or more Governors has a material financial interest; or (ii) between the Corporation and one or more of its Governors or between the Corporation and any corporation or firm in which one or more of its Governors has a material financial interest;(f) Approve any transaction involving the use of any asset of the Corporation that might threaten or impair the conservation and preservation objectives of the Corporation. Form 990, Part VI, Section B, Line 11b All members of the board are offered an opportunity to review the 990 and submit comments to the finance committee of the board. The members of the audit committee, along with the Executive Director and Business Manager review the Form 990 before it is filed. Form 990, Part VI, Section B, Line 12c The Organization sends out an annual conflict of interest letter to all board members and the Executive Director that includes a disclosure form. The disclosure form must be completed and returned to the business office, where they are reviewed for compliance. A summary of the disclosures is read into the record at a subsequent board meeting and kept on file in the business office. Form 990, Part VI, Section B, Line 15a Compensation upon hiring the Executive Direct was obtained through a market study of pay for similar positions. Salary increases are approved by the full board. Form 990, Part VI, Section C, Line 19 Documents are available upon request at the Organization's office. SONORAN INSTITUTE 100 N STONE AVE STE 400 TUSCON AZ 85701 860684610 CONSERVATION AZ 501(C)(3) 7 N/A false false false false false false false false false false false false false false false false false false false false