2025-11-12T08:51:53-08:00 2024-12-31 770460195 McGilloway Ray Brown & Kaufman 2511 Garden Road Suite A-180 Monterey CA 93940 990 2024-01-01 770411485 SANTA LUCIA CONSERVANCY SANT 8316268595 5240 CARMEL VALLEY RD CARMEL CA 93923 JAMISON WATTS Executive Dir. 2025-11-12 true true Patricia M Kaufman CPA P00312047 8313733337 2024 2025-03-06 01:10:19Z RICHARD FRANK 5240 CARMEL VALLEY RD CARMEL CA 93923 3122818 false X WWW.SLCONSERVANCY.ORG X 1994 CA 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. 10 10 17 15 0 1423089 471387 61235 38130 3186860 2540009 54587 73292 4725771 3122818 10000 0 1165995 1356426 0 87456 2139709 941760 3305704 2308186 1420067 814632 70692144 72606152 534587 395615 70157557 72210537 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. false false 972224 10000 38130 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. 233533 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. 84241 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. 1289998 true true 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 true false true false false false true false false false false false false false false false true false false false true 20 0 true 17 true false false false false false false false 0 false false false false false false false X 10 10 false false false false false false false true true false false true true true true true true true false false CA X DEBORAH WALLACE 8316268595 5240 CARMEL VALLEY RD CARMEL CA 93923 JAMISON WATTS Executive Dir. 40.00 0.00 X 211970 0 0 DEBORAH WALLACE FINANCE DIR 40.00 0.00 X 158995 0 0 SCOT SMYTHE DIRECTOR 3.00 0.00 X 0 0 0 NIKKI NEDDEFF 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 KIMBERLY VENTRY 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 MIKE STONE Director 3.00 0.00 X 0 0 0 370965 2 false true false MICHAEL BLECK 1248 AIRPORT RD MONTEREY CA 93940 CONSULTING 132000 1 421575 49812 471387 CATTLE SALES 110000 18986 18986 FUEL MANAGEMENT PLAN 110000 14000 14000 SEEDS 110000 4546 4546 SERVICE FEES 110000 598 598 38130 2439208 2439208 0 0 73204 73204 73204 73204 100801 100801 100801 100801 0 0 0 MISC INCOME 900099 88 88 88 3122818 38130 2613301 X 10000 10000 0 0 0 370965 105985 264980 0 707277 570599 136678 39295 20738 18557 155586 50176 105410 83303 49721 33582 0 3226 3135 91 16600 16600 0 0 0 440834 281195 78271 81368 29886 20802 8032 1052 20828 1796 17284 1748 36180 8846 26848 486 0 51851 1987 49864 22327 13013 9117 197 0 20161 6316 13845 1762 1762 0 62920 62920 55753 14790 40963 ECOLOGICAL MONITORING 43148 43148 SUPPLIES 35484 34694 790 REPAIRS & MAINTENANCE 29411 13339 16069 3 DUES 22951 12180 10771 48438 27538 18298 2602 2308186 1289998 930732 87456 163082 31308 1268298 1342264 580138 103284 120482 102874 300000 300000 0 0 0 85044 54442 2880921 1029837 1836391 1851084 29374712 31856899 0 0 0 36963997 36963997 70692144 72606152 416284 333931 113901 59111 4402 2573 534587 395615 X 33289437 35342417 36868120 36868120 70157557 72210537 70692144 72606152 814632 1238348 X false true X true false X X X 1 SONORAN INSTITUTE 860684610 7 false 0 0 1 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 323 18 1 true false 30153247 3778357 2074705 31856899 27781941 3931225 1559919 30153247 37340166 -6981246 2576979 27781941 34389483 4667798 1717115 37340166 32802327 4352017 2764861 34389483 1.00000 false false false 1099830 1099830 524733 226618 298115 69648 69648 1124766 745962 378804 61944 57257 4687 1851084 LIVESTOCK 95877 PRESERVE LANDS 36868120 36963997 DEPOSITS 2573 2573 X 3122818 3122818 3122818 2308186 2308186 2308186 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 FINDS TO SUPPORT THE ORGANIZATION'S CHARITABLE PROGRAMS AND GOALS. Part X : FIN48 Footnote THE ORGANIZATION'S 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 EXAMNATION BY TAXING AUTHORITIES. THE ORGANIZATION'S FEDERAL AND CALIFORNITA TAX EXEMPT RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE TAXING AUTHORITIES, GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. false California Council of Land Tr 555 Capital Mall Ste 400 Sacramento CA 95814 010826246 501 (c) (3) 10000 0 program 1 0 X X X X X false false false false false false false false false DEBORAH WALLACE FINANCE DIR 158995 158995 JAMISON WATTS Executive Dir. 211970 211970 JAMISON WATTS KEY EMPLOYE HOUSNG ASST X 300000 false true true SANTA LUCIA PRESERVE COMMON BD MB CLUB SERVICES false Schedule L, Part V Supplemental Information SANTA LUCIA CONERVANCY SHARES A LIMITED NUMBER OF BOARD MEMBERS WITH SANTA LUCIA PRESERVE, A SEPARATE UNRELATED BUSINESS. THE PRESERVE OCCASIONALLY PROVIDES MEETING FACILITIES AND SERVICES AS WSLL AS REPAIR AND MAINTENACE 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 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 OFFERD 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 ORGANZIATION 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 DIRETOR 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. FORM 990, PART XII, LINE 2B The Organization's financial audit by an independent accountant for year end 12/31/2023 is in process and had not been completed as of the date of the 990 filing. SONORAN INSTITUTE 100 N STONE AVE STE 400 TUSCON AZ 85701 860684610 CONSERVATION AZ 501 (C)(3) 7 NA false false false false false false false false false false false false false false false false false false false false