2025-06-17T12:21:46-05:00 2024-12-31 946214841 ARMANINO ADVISORY LLC 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2024-01-01 943058041 YOSEMITE FOUNDATION YOSE 4154341782 101 MONTGOMERY STREET 2450 SAN FRANCISCO CA 94104 CASSIUS M CASH PRESIDENT/CEO 4154341782 2025-06-12 1 1 KATY BROWN P00650274 9257902600 2025-05-29 2024 2025-03-06 01:10:19Z YOSEMITE CONSERVANCY CASSIUS M CASH 101 MONTGOMERY STREET 2450 SAN FRANCISCO CA 94104 34409165 0 X WWW.YOSEMITE.ORG X 1988 CA PRESERVATION AND RESTORATION OF YOSEMITE NATIONAL PARK 20 19 103 412 0 0 19414427 23770830 1375998 1528322 914764 1398110 1902464 2369168 23607653 29066430 6820822 10598979 0 0 6771348 7509938 180000 277648 3991792 5827572 6068848 19599742 24455413 4007911 4611017 46146078 52152134 5068314 6129839 41077764 46022295 X YOSEMITE CONSERVANCY INSPIRES PEOPLE TO SUPPORT PROJECTS AND PROGRAMS THAT PRESERVE YOSEMITE AND ENRICH THE VISITOR EXPERIENCE. 0 0 12252418 10598979 PARK ENHANCEMENTS-EVERY YEAR, THE CONSERVANCY PROVIDES GRANTS TO YOSEMITE NATIONAL PARK BASED ON THE HIGHEST PRIORITY NEEDS OF THE PARK. THESE GRANTS PROVIDE ESSENTIAL FUNDING FOR TRAIL REPAIR, HABITAT RESTORATION, HISTORIC PRESERVATION, WILDLIFE MANAGEMENT, SCIENTIFIC RESEARCH, VISITOR SERVICES, AND MORE. 4236386 1528322 PARK PROGRAMS: THE CONSERVANCY SUPPORTS THE PRESERVATION AND EDUCATION RELATED ROLES OF THE NATIONAL PARK SERVICE MISSION THROUGH A VARIED PORTFOLIO OF PUBLIC EDUCATIONAL PROGRAMS. THE CONSERVANCY'S OUTDOOR ADVENTURES ENHANCE THE YOSEMITE EXPERIENCE FOR PARK VISITORS THROUGH DOZENS OF INTERPRETIVE AND EDUCATIONAL DAY HIKES, BACKPACKING TRIPS AND OTHER PROGRAMS IN GEOLOGY, BOTANY, NATURAL AND SOCIAL HISTORY, PHOTOGRAPHY, AND THE ARTS. THE CONSERVANCY ALSO CONDUCTS EDUCATIONAL FIELD PROGRAMS ON A CUSTOM BASIS AND BY CONTRACT WITH TRAVEL PROVIDERS. IN ADDITION, THE CONSERVANCY SUPPORTS ART PROGRAMS, AND THE PARSON'S MEMORIAL LODGE SUMMER SERIES. THE CONSERVANCY ALSO HELPS INSPIRE AND TRAIN THE NEXT GENERATION OF STEWARDS BY SUPPORTING INTERNSHIPS, (CONT. ON SCH. O) JUNIOR RANGER ACTIVITIES, AND OTHER YOUTH PROGRAMS IN THE PARK, AND HELPS SUSTAIN YOSEMITE-FOCUSED LEADERSHIP PROGRAMMING AND EDUCATIONAL OUTREACH WITH UNIVERSITY OF CALIFORNIA, MERCED. 2329480 2288575 RETAIL & PUBLISHING: THIS PROGRAM COMPRISES SALES CONDUCTED AT VISITOR CENTER BOOKSTORES, INFORMATION CENTERS AND WILDERNESS CENTERS, THROUGH AN ONLINE STORE, AND TO WHOLESALE CUSTOMERS. IN ADDITION TO SELLING MAPS, GUIDES, NATIVE AMERICAN HANDCRAFTS, APPAREL AND OTHER ITEMS RELATED TO YOSEMITE AND THE SIERRA NEVADA, THE CONSERVANCY PUBLISHES AND SELLS BOOKS THAT EDUCATE PEOPLE AND INSPIRE THEM TO CONNECT WITH AND CARE FOR NATIONAL PARKS AND PUBLIC LANDS. 18818284 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 140 0 1 103 1 0 0 0 0 0 0 0 0 0 1 0 0 0 X 20 19 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X X KEVIN GAY 4154341782 101 MONTGOMERY STREET SUITE 2450 SAN FRANCISCO CA 94104 STEVE CIESINSKI CHAIRMAN 4.00 X X 0 0 0 DANA DORNSIFE VICE CHAIR 2.00 X X 0 0 0 JEWELL ENGSTROM TREASURER 4.00 X X 0 0 0 ROBYN MILLER SECRETARY 4.00 X X 0 0 0 MATT ADAMS BOARD MEMBER 2.00 X 0 0 0 JAN AVENT BOARD MEMBER 2.00 X 0 0 0 JESSICA CLARK CHEN BOARD MEMBER 2.00 X 0 0 0 CAROL DIAZ BOARD MEMBER 2.00 X 0 0 0 DAVE DORNSIFE BOARD MEMBER 2.00 X 0 0 0 JUAN SANCHEZ MUNOZ BOARD MEMBER 2.00 X 0 0 0 RYAN MYERS BOARD MEMBER 4.00 X 0 0 0 PHILIP L PILLSBURY JR BOARD MEMBER 2.00 X 0 0 0 LAWSON RANKIN BOARD MEMBER 2.00 X 0 0 0 ROD REMPT BOARD MEMBER 2.00 X 0 0 0 ALAIN RODRIGUEZ BOARD MEMBER 2.00 X 0 0 0 DAVE ROSSETTI BOARD MEMBER 2.00 X 0 0 0 GREG STANGER BOARD MEMBER 2.00 X 0 0 0 ANN SUNDBY BOARD MEMBER 2.00 X 0 0 0 SCOTT WITTER BOARD MEMBER 2.00 X 0 0 0 FRANK DEAN PRESIDENT & CEO 40.00 X X 313234 0 18906 KEVIN GAY CFO 40.00 X 220801 0 24802 MARION INGERSOLL CHIEF DEVELOPMENT OFFICER 40.00 X 223201 0 25305 KIMIKO MARTINEZ CHIEF MARKETING & COMMS 40.00 X 189565 0 23622 CAITLIN ALLARD PHILANTHROPY OFFICER 40.00 X 152440 0 20995 ADONIA RIPPLE CHIEF OF YOSEMITE OPS 40.00 X 147578 0 20655 JEFF WHEELER DIRECTOR OF HR 40.00 X 150701 0 20086 ISABELLE LUEBBERS SR. ANNUAL GIVING DIR. 40.00 X 148720 0 10606 1546240 0 164977 8 0 1 0 CORNFLOWER FARMS INC PO BOX 896 ELK GROVE CA 95759 PROJECT WORK IN YNP 409332 MARIPOSA COUNTY RESOURCE CORSERVATION DI PO BOX 2403 MARIPOSA CA 95338 PROJECT WORK IN YNP 380000 ANCIENT FOREST SOCIETY 2332 WASHINGTON AVE SOUTH LAKE TAHOE CA 96150 PROJECT WORK IN YNP 290514 AMERICAN INDIAN COUNCIL OF MARIPOSA COUN PO BOX 186 MARIPOSA CA 95338 PROJECT WORK IN YNP 235798 NEWPORT ONE INC 21 RAILROAD AVENUE DUXBURY MA 02332 DIRECT MAIL SERVICES 180000 16 743714 23027116 1294282 23770830 PROGRAM FEES 713990 1528322 1528322 1528322 1267602 1267602 23880 23880 105404 185073 -79669 -79669 -79669 2714266 2583758 130508 130508 130508 4862479 2573904 2288575 2288575 DONOR APPRECIATION EVE 900099 133784 133784 MISCELLANEOUS REVENUE 900099 2598 2598 136382 29066430 3816897 0 1478703 10598979 10598979 826250 133520 374142 318588 4929851 4011292 151278 767281 310394 209001 33063 68330 894120 630575 111722 151823 549323 420704 41941 86678 5138 2620 2518 57435 57435 277648 277648 113860 113860 897700 402376 258992 236332 1157430 1157430 191437 147389 17954 26094 437878 275545 70175 92158 199599 151847 11631 36121 224497 89675 103805 31017 344713 166845 132116 45752 14905 664 14241 52684 41716 2632 8336 PRINTING & POSTAGE 1909592 137552 56332 1715708 BANK & MERCHANT FEES 324434 186529 35487 102418 EQUIP., MAINT & REPAIR 54556 32875 14674 7007 TAXES & LICENSES 50360 3728 34977 11655 32630 20042 6260 6328 24455413 18818284 1645337 3991792 X 2971122 1323481 15161 1632480 9782116 13311815 5888246 6393043 1919324 2343997 101095 123940 818047 849932 677762 1009150 5515356 493781 4656704 5021575 18387769 19204322 3303210 3473637 611805 420723 46146078 52152134 1571388 1410157 2888927 4322524 607999 397158 5068314 6129839 X 30044948 30978693 11032816 15043602 41077764 46022295 46146078 52152134 X 4611017 336123 -2609 X 0 1 X 1 0 X 17594721 16119064 21005224 19414427 23904614 98038050 17594721 16119064 21005224 19414427 23904614 98038050 5717041 92321009 301536 271239 486348 1050803 1291482 3401408 64238 64238 9571 7816 47080 54117 136382 254966 101758662 18286190 0.90730 0.91070 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: DONOR EVENTS - 2020 AMOUNT: $ 7,531. 2021 AMOUNT: $ 6,175. 2022 AMOUNT: $ 41,280. 2023 AMOUNT: $ 54,117. 2024 AMOUNT: $ 133,784. OTHER INCOME - 2020 AMOUNT: $ 2,040. 2021 AMOUNT: $ 1,641. 2022 AMOUNT: $ 5,800. 2024 AMOUNT: $ 2,598. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5192875 50000 569251 244859 5567267 4652092 735659 194876 5192875 5851632 83 -966668 232955 4652092 5372256 649859 170483 5851632 1545093 2675729 1229804 78370 5372256 0.00000 0.67270 0.32730 1 0 3321028 3321028 1778642 311367 1467275 156169 51700 104469 153007 130714 22293 106510 106510 5021575 CHARITABLE GIFT ANNUITIES 192561 F BENEFICIAL INTEREST HELD IN TRUST 3281076 F 3473637 OPERATING LEASE LIABILITY 397158 397158 X 29610916 336123 139759 185073 660955 28949961 113860 2609 116469 29066430 24666385 139759 185073 324832 24341553 113860 113860 24455413 PART V, LINE 4: THE LESHER FUND SUPPORTS SEARCH AND RESCUE. THE KORNEI FUND SUPPORTS TRAIL REPAIR AND WILDERNESS RESTORATION. THE HOUGHTON FUND SUPPORTS HORSES AND MULES. THE CRANE FUND CAN BE USED AT THE DISCRETION OF THE CONSERVANCY TO SUPPORT PROJECTS OR OPERATIONS. THE CONSERVANCY HAS A POLICY OF APPROPRIATING FOR DISTRIBUTION EACH YEAR AN AMOUNT OF NO MORE THAN 6% OF ITS ENDOWMENT FUND'S AVERAGE FAIR VALUE OVER THE PRIOR 12 QUARTERS THROUGH THE CALENDAR YEAR-END. THE CRANE ENDOWMENT APPROPRIATION FOR DISTRIBUTION IS DETERMINED BY THE ENDOWMENT'S TRUSTEE AND AVERAGES 3-5% OF ITS ENDOWMENT FUND'S YEAR-END FAIR VALUE. PART X, LINE 2: THE CONSERVANCY IS A NOT-FOR-PROFIT ORGANIZATION, EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE AND THE APPLICABLE CODE SECTION OF THE STATE OF CALIFORNIA REVENUE AND TAXATION CODE. THE CONSERVANCY RECOGNIZES THE FINANCIAL STATEMENT BENEFIT OF AN UNCERTAIN TAX POSITION ONLY AFTER CONSIDERING THE PROBABILITY THAT A TAX AUTHORITY WOULD SUSTAIN THE POSITION IN AN EXAMINATION. FOR TAX POSITIONS MEETING A "MORE-LIKELY-THAN-NOT" THRESHOLD, THE AMOUNT RECOGNIZED IN THE FINANCIAL STATEMENTS IS THE BENEFIT EXPECTED TO BE REALIZED UPON SETTLEMENT WITH THE TAX AUTHORITY. FOR TAX POSITIONS NOT MEETING THE THRESHOLD, NO FINANCIAL STATEMENT BENEFIT IS RECOGNIZED. THE CONSERVANCY HAS HAD NO UNCERTAIN TAX POSITONS AS OF DECEMBER 31, 2024 AND 2023. THE CONSERVANCY'S TAX RETURNS ARE GENERALLY SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES FOR THREE AND FOUR YEARS RESPECTIVELY. PART XI, LINE 2D - OTHER ADJUSTMENTS: OWNED PROPERTY EXPENSES 185,073. PART XI, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN VALUE OF ANNUITIES 2,609. PART XII, LINE 2D - OTHER ADJUSTMENTS: OWNED PROPERTY EXPENSES 185,073. X X X X X X X 1 NEWPORT ONE INC 21 RAILROAD AVENUE DUXBURY MA 02332 PROFESSIONAL FUNDRAISING SERVICES 0 6134833 180000 5954833 DIRECT MAIL PROCESSORS 1150 CONRAD CT HAGERSTOWN MD 21740 GIFT PROCESSING SERVICES 0 0 52946 -52946 WILAND 7420 EAST DRY CREEK PARKWAY NIWOT CO 80503 MAILING LIST RENTAL 0 0 44702 -44702 6134833 277648 5857185 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY 1 YOSEMITE NATIONAL PARK 9039 VILLAGE DRIVE YOSEMITE CA 95389 NATIONAL PARK SVC 10598979 0 SEE PART IVGRANTS ARE GIVEN TO YOSEMITE NATIONAL PARK FOR PROJECTS THAT PRESERVE THE PARK AND ENHANCE VISITOR EXPERIENCE. 1 0 PART I, LINE 2: THE CHIEF OF PROJECTS AND YOSEMITE NATIONAL PARK LIAISON MAINTAIN SCHEDULES SHOWING THE AMOUNT YOSEMITE CONSERVANCY'S BOARD APPROVED TO BE GRANTED TO THE PARK FOR THE VARIOUS PROJECTS. THE SCHEDULE ALSO SHOWS THE AMOUNT EXPENSED TO DATE. REGULAR MEETINGS BETWEEN YOSEMITE CONSERVANCY AND THE PARK ARE SCHEDULED TO DISCUSS THE PROGRESS OF VARIOUS PROJECTS AND ANY ISSUES RELATED TO COMPLETION. REGULAR MEETINGS ARE CONDUCTED TO DISCUSS DISBURSEMENT REQUESTS AND OR APPROPRIATE GRANT ADJUSTMENTS FOR PARK PROJECTS. X 1 1 X X X 0 1 0 0 0 0 0 1 0 FRANK DEAN PRESIDENT & CEO 280874 0 20000 0 12360 0 18786 0 120 0 332140 0 0 0 MARION INGERSOLL CHIEF DEVELOPMENT OFFICER 222841 0 0 0 360 0 15624 0 9681 0 248506 0 0 0 KEVIN GAY CFO 220441 0 0 0 360 0 15624 0 9178 0 245603 0 0 0 KIMIKO MARTINEZ CHIEF MARKETING & COMMS 189205 0 0 0 360 0 13493 0 10129 0 213187 0 0 0 CAITLIN ALLARD PHILANTHROPY OFFICER 152080 0 0 0 360 0 10671 0 10324 0 173435 0 0 0 JEFF WHEELER DIRECTOR OF HR 150341 0 0 0 360 0 6238 0 13848 0 170787 0 0 0 ADONIA RIPPLE CHIEF OF YOSEMITE OPS 147218 0 0 0 360 0 10331 0 10324 0 168233 0 0 0 ISABELLE LUEBBERS SR. ANNUAL GIVING DIR. 146560 0 0 0 2160 0 10486 0 120 0 159326 0 0 0 PART I, LINE 1A THE PRESIDENT/CEO RECEIVED A TAXABLE TRANSPORTATION STIPEND OF $12,000 DURING THE 2024 CALENDAR YEAR REPORTED IN COLUMN B(III). PART I, LINE 4B THE PRESIDENT/CEO PARTICIPATED IN A 457(F) PLAN. THERE WERE NO TRANSACTIONS IN THE 2024 CALENDAR YEAR. PART I, LINE 7 THE PRESIDENT/CEO RECEIVED A DISCRETIONARY MERIT BONUS WHICH WAS INCLUDED IN HIS TAXABLE WAGES ON PART II, B(II), X 5397 SALES PRICE X 1 1100 FMV X 29 1278535 PUBLICLY TRADED EXCHANGE X CATERING 1 9250 FMV 0 0 1 1 PART I, COLUMN (B): THE NUMBER SHOWS THE NUMBER OF CONTRIBUTIONS NOT THE NUMBER OF ITEMS CONTRIBUTED. PART I, LINE 32B: YOSEMITE CONSERVANCY USES A THIRD PARTY ORGANIZATION, CAR EASY.COM, TO SELL ANY AUTOMOBILES RECEIVED AS DONATIONS. FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS DANA DORNSIFE AND DAVE DORNSIFE ARE MARRIED. BOARD MEMBERS JAN AVENT AND DAVE ROSSETTI ARE MARRIED. FORM 990, PART VI, SECTION B, LINE 11B UPON AUDIT COMMITTEE APPROVAL, THE 990 WILL BE SIGNED BY THE CONSERVANCY'S PRESIDENT & CEO AND PROVIDED TO THE ENTIRE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C YOSEMITE CONSERVANCY HAS ALL NEW MEMBERS OF THE BOARD OF TRUSTEES SIGN THE CONFLICT OF INTEREST POLICY DURING THEIR ORIENTATION TO THE BOARD. ALL CURRENT MEMBERS OF THE BOARD OF TRUSTEES SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY DURING THE DECEMBER BOARD MEETING. ANY BOARD OF TRUSTEE MEMBER DISCLOSING A CONFLICT OF INTEREST WILL BE REVIEWED BY THE PRESIDENT AND BOARD CHAIR AND ACTED UPON APPROPRIATELY. WHEN ADDRESSING THE CONFLICT OF INTEREST, AN INTERESTED PERSON MAY MAKE A PRESENTATION TO THE BOARD OR COMMITTEE, BUT AFTER THE PRESENTATION, THEY SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS DETERMINES WHETHER THE TRANSACTION IS IN THE ORGANIZATION'S BEST INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF TRUSTEES MEETS ANNUALLY IN EXECUTIVE SESSION TO REVIEW AND SET THE ANNUAL SALARY AND BENEFITS OF THE PRESIDENT USING COMPARABLE DATA THAT IS UPDATED PERIODICALLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES IT GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF ANNUITIES -2,609. YF REAL ESTATE HOLDINGS LLC 101 MONTGOMERY STREET STE 2450 SAN FRANCISCO CA 94104 943058041 REAL ESTATE HOLDING CA 105403 4788303 YOSEMITE FOUNDATION CHARITABLE GIFT ANNUITY (7) INVESTMENTS CA N/A T 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0