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Nonprofiteer
← PENINSULA OPEN SPACE TRUST

Form 990 for tax year 2023

Filed by PENINSULA OPEN SPACE TRUST.

Totals

Total revenue
$30,308,636
Total expenses
$33,859,528
Contributions and grants received
$24,688,844
Grants paid
$10,247,709
Program service revenue
$422,941
Investment income
$4,843,028
Other revenue
$353,823
Total assets, end of year
$339,333,871
Total liabilities, end of year
$11,139,198
Net assets or fund balances, end of year
$328,194,673
Program services expenses (Part IX)
$26,326,538
Management and general expenses
$3,697,119
Fundraising expenses
$3,835,871
Program service expenses (Part III)
$26,326,538

Program services were 77.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $534,941

  • 1f · All other contributions, gifts and grants

    $24,153,903

  • 1g · Noncash contributions included above

    $4,272,703

  • 2a · Program service revenue: RENTAL INCOME

    total $238,450 · related or exempt $238,450

  • 2b · Program service revenue: TIMBER

    total $184,491 · related or exempt $184,491

  • 3 · Investment income

    total $4,474,125 · excluded $4,474,125

  • 7a · Gross sales of assets other than inventory

    securities $67,317,986

  • 7b · Less cost or other basis and sales expenses

    securities $66,949,083

  • 7c · Gain or loss

    securities $368,903

  • 7d · Net gain or loss

    total $368,903 · excluded $368,903

  • 11a · Other revenue: OTHER INCOME

    total $353,823 · excluded $353,823

  • 11e · Other revenue, total

    $353,823

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $10,247,709 · program services $10,247,709

  • 5 · Compensation of officers, directors and key employees

    total $1,925,480 · program services $797,860 · management and general $572,004 · fundraising $555,616

  • 7 · Other salaries and wages

    total $7,048,295 · program services $4,105,351 · management and general $1,320,673 · fundraising $1,622,271

  • 8 · Pension plan contributions

    total $508,150 · program services $278,958 · management and general $113,749 · fundraising $115,443

  • 9 · Other employee benefits

    total $821,526 · program services $478,506 · management and general $153,933 · fundraising $189,087

  • 10 · Payroll taxes

    total $486,983 · program services $283,345 · management and general $90,825 · fundraising $112,813

  • 11b · Fees: legal

    total $871,046 · program services $758,060 · management and general $112,986

  • 11c · Fees: accounting

    total $57,891 · management and general $57,891

  • 11d · Fees: lobbying

    total $455,000 · program services $455,000

  • 11e · Fees: professional fundraising services

    total $239,273 · fundraising $239,273

  • 11f · Fees: investment management

    total $304,772 · management and general $304,772

  • 11g · Fees: other

    total $3,099,855 · program services $2,648,959 · management and general $271,461 · fundraising $179,435

  • 12 · Advertising and promotion

    total $693,771 · program services $658,757 · fundraising $35,014

  • 13 · Office expenses

    total $355,069 · program services $111,353 · management and general $26,194 · fundraising $217,522

  • 14 · Information technology

    total $527,988 · program services $295,823 · management and general $78,105 · fundraising $154,060

  • 17 · Travel

    total $37,851 · program services $26,343 · management and general $5,759 · fundraising $5,749

  • 19 · Conferences, conventions and meetings

    total $273,103 · program services $144,905 · management and general $77,889 · fundraising $50,309

  • 20 · Interest

    total $314,094 · program services $12,854 · management and general $301,240

  • 22 · Depreciation, depletion and amortization

    total $274,813 · program services $162,079 · management and general $49,913 · fundraising $62,821

  • 23 · Insurance

    total $246,117 · program services $177,705 · management and general $68,412

  • 24a · Other expenses: LAND/EASEMENT TRANSACTI

    total $2,010,000 · program services $2,010,000

  • 24b · Other expenses: LAND MAINTENANCE

    total $1,599,651 · program services $1,557,089 · management and general $34,309 · fundraising $8,253

  • 24c · Other expenses: PROPERTY TAXES

    total $968,396 · program services $955,440 · management and general $12,956

  • 24d · Other expenses: EVENTS/DONOR RECOG.

    total $291,743 · program services $97,692 · management and general $2,523 · fundraising $191,528

  • 24e · All other expenses

    total $200,952 · program services $62,750 · management and general $41,525 · fundraising $96,677

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $115,767 · end of year $26,458

  • 2 · Savings and temporary cash investments

    beginning of year $1,289,998 · end of year $1,614,218

  • 3 · Pledges and grants receivable

    beginning of year $6,717,548 · end of year $5,046,514

  • 4 · Accounts receivable

    beginning of year $840,188 · end of year $1,068,677

  • 7 · Other notes and loans receivable

    beginning of year $24,761,744 · end of year $2,301,796

  • 9 · Prepaid expenses and deferred charges

    beginning of year $311,623 · end of year $300,782

  • 10a · Land, buildings and equipment: cost or other basis

    $8,957,028

  • 10b · Land, buildings and equipment: accumulated depreciation

    $2,447,007

  • 10c · Land, buildings and equipment, net

    beginning of year $6,759,287 · end of year $6,510,021

  • 11 · Investments: publicly traded securities

    beginning of year $147,599,522 · end of year $179,008,192

  • 12 · Investments: other securities

    beginning of year $6,330,277 · end of year $6,782,534

  • 15 · Other assets

    beginning of year $142,240,071 · end of year $136,674,679

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,115,719 · end of year $3,584,305

  • 19 · Deferred revenue

    beginning of year $3,000,000 · end of year $2,826,200

  • 23 · Secured mortgages and notes payable

    beginning of year $8,341,506 · end of year $101,319

  • 25 · Other liabilities

    beginning of year $4,805,179 · end of year $4,627,374

  • 27 · Net assets without donor restrictions

    beginning of year $300,507,034 · end of year $311,524,699

  • 28 · Net assets with donor restrictions

    beginning of year $17,196,587 · end of year $16,669,974

Mission and programs · 2023

Mission

POST PROTECTS OPEN SPACE ON THE PENINSULA AND IN THE SOUTH BAY FOR THE BENEFIT OF ALL. POST IS CREATING A NETWORK OF PROTECTED LANDS WHERE PEOPLE AND NATURE CONNECT AND THRIVE. THESE LANDS ARE PRESERVED FOREVER SO PRESENT AND FUTURE GENERATIONS BENEFIT FROM THE CAREFUL... BALANCE OF RURAL AND URBAN LANDSCAPES THAT MAKE OUR REGION EXTRAORDINARY.

Activities or mission (Part I)

POST PROTECTS OPEN SPACE ON THE PENINSULA AND IN THE SOUTH BAY FOR THE BENEFIT OF ALL.

  • LAND ACQUISITION & TRANSFER:IN FISCAL YEAR 2024, POST COMPLETED AND ASSISTED A TOTAL OF 6 TRANSACTIONS THAT PROTECTED 1,141 ACRES WHILE ADVANCING SEVERAL OTHER LONGER-TERM ACQUISITIONS AND TRANSFERS.LAND TRANSACTIONS ASSISTED THE HABITAT AGENCY AND SANTA CLARA COUNTY PARKS IN PROTECTING 735 ACRES AT THE BASE OF MOUNT MADONNA IN THE SOUTHERN SANTA CRUZ MOUNTAINS. ASSISTED THE TRUST FOR PUBLIC LAND IN SECURING A 50-ACRE PROPERTY IN SAN BENITO COUNTY FOR FUTURE TRANSFER TO AMAH MUTSUN LAND TRUST. ACQUIRED A 50% INTEREST IN THE 356-ACRE EL MIRADOR PROPERTY IN PORTOLA VALLEY, ADJACENT TO WINDY HILL OPEN SPACE PRESERVE. TRANSFERRED 1,908 ACRES OF LAKESIDE RANCH TO THE SANTA CLARA VALLEY HABITAT AGENCY. TRANSFERRED 644 ACRES OF JOHNSTON RANCH IN HALF MOON BAY TO THE MIDPENINSULA REGIONAL OPEN SPACE DISTRICT. TRANSFERRED THE 74-ACRE SAN GREGORIO FARM PROPERTY TO RYAN CASEY, OWNER/OPERATOR OF BLUE HOUSE FARM, SUBJECT TO AN AGRICULTURAL CONSERVATION EASEMENT.

    Expenses $19,063,688 · Grants $10,110,405

  • LAND MANAGEMENT:POST CURRENTLY HOLDS 15,216 ACRES IN FEE OWNERSHIP AND HOLDS CONSERVATION EASEMENTS AND DEED RESTRICTIONS ON 14,648 ACRES. THE ORGANIZATION HAS AN ESTABLISHED STEWARDSHIP PROGRAM FOR THE LANDS IT OWNS THAT INCLUDES RESOURCE CONSERVATION PLANNING AND MANAGEMENT, ALONG WITH ACTIVE USES OF LAND FOR CONSERVATION GRAZING AND AGRICULTURE, SUSTAINABLE FOREST MANAGEMENT AND RESTORATION WHERE APPROPRIATE, AND DEVELOPMENT OF COMPATIBLE RECREATIONAL OPPORTUNITIES. POST WORKS TO PROTECT AND MANAGE LANDS IN ITS POSSESSION THROUGH SITE-SPECIFIC STEWARDSHIP PLANS FOR THE NATURAL RESOURCES ON EACH PROPERTY. POST STAFF AND VOLUNTEERS ACTIVELY MONITOR THE ACREAGE ON WHICH POST HOLDS EASEMENTS OR RESTRICTIONS. VOLUNTEERS ALSO ASSIST WITH STEWARDSHIP PROJECTS ON POST-OWNED LAND. IN TOTAL, POST LAND VOLUNTEERS CONTRIBUTED AN IMPRESSIVE 1,450 HOURS (SVR - 1315, CE - 93, AAH - 50) OF WORK TIME ON POST-PROTECTED LAND INCLUDING CONSERVATION EASEMENT MONITORING, PARTICIPATING IN HIGHWAY CLEAN-UPS, AND MAPPING AND TREATING INVASIVE PLANTS THAT DEGRADE NATURAL SYSTEMS. THESE ARE SOME OF THE MOST IMPACTFUL PROJECTS WE IMPLEMENTED IN ORDER TO CARE FOR THE LANDS WE PROTECT:FY24 PROJECTS SAN VICENTE REDWOODS: IMPROVED FOREST HEALTH PROJECTS ON 335 ACRES OF SAN VICENTE REDWOODS INCLUDING 1.5 MILES OF FUEL BREAK, REMOVAL OF HAZARD TREES, AND SALVAGE TIMBER HARVEST; COMPLETED REGIONAL STUDY OF WOODY BIOMASS AND PILOTED INNOVATIVE TREATMENT TECHNOLOGIES, INCLUDING PROCESSING 4,000 TONS OF BIOMASS TO PRODUCE BIOCHAR, BURNING 1,264 BURN PILES, AND IMPLEMENTING A 22 ACRE PRESCRIBED BURN. COMPLETED SAN VICENTE INDIGENOUS PERSPECTIVES STUDY IN PARTNERSHIP WITH LOCAL TRIBES TO DEEPEN INCORPORATION OF INDIGENOUS PRIORITIES AND TRADITIONAL ECOLOGICAL KNOWLEDGE IN LAND STEWARDSHIP. COMPLETED RESTORATION OF 4 ACRES OF RIPARIAN FLOODPLAIN TO CAPTURE SEDIMENT AND IMPROVE HABITAT FOR FISH AND OTHER WILDLIFE ALONG BUTANO CREEK. SURVEYED LAKESIDE RANCH TO DOCUMENT PRESENCE OF AND HABITAT SUITABILITY FOR SPECIAL STATUS SPECIES. COMPLETED AN 18-MONTH FEASIBILITY STUDY TO DEFINE A PLAN TO CONNECT GAPS IN THE ICONIC CALIFORNIA COASTAL TRAIL. LAUNCHED TWO STUDIES IN COYOTE VALLEY TO INFORM THE BEST PLACEMENT FOR FUTURE WILDLIFE CROSSINGS AND IMPROVEMENTS TO EXISTING INFRASTRUCTURE ALONG MONTEREY ROAD AND U.S. ROUTE 101. BROKE GROUND FOR THE FUTURE DON HORSLEY COUNTY PARK AT TUNITAS CREEK BEACH.

    Expenses $4,123,682 · Grants $137,304 · Revenue $422,941

  • COMMUNITY OUTREACH AND EDUCATION:TO FURTHER OUR COMMUNITY GROWTH AND ENGAGEMENT EFFORTS, IN FISCAL YEAR 2024, THE ORGANIZATION CONTINUED OUR CONTENT MARKETING AND ENGAGEMENT PROGRAMS WHICH AIM TO GROW AND DIVERSIFY OUR COMMUNITY OF SUPPORTERS AND ENGAGE PROSPECTIVE DONORS. BETWEEN NEW PIECES AND UPDATES TO EXISTING CONTENT, WE DISTRIBUTED OVER 60 INFORMATIONAL PIECES SUCH AS GUIDES AND BLOG POSTS, HUNDREDS OF SOCIAL MEDIA POSTS (BOTH PAID AND ORGANIC), 3 ANNUAL MAGAZINES, AND GENERATED OVER 212 PRESS MENTIONS. WE INCREASED AWARENESS AND GENERATED NEW CONTACTS PRIMARILY BY ADVERTISING ON DIGITAL CHANNELS. OUR GATED GUIDES REQUIRE VIEWERS TO PROVIDE THEIR EMAIL ADDRESS AND ARE OUR MOST EFFECTIVE TOOL TO GENERATE NEW CONTACTS. AS A RESULT, WE ATTRACTED OVER 36,800 NEW COMMUNITY MEMBERS TO OUR DATABASE WHICH INCLUDES 200,000 CONTACTS.WE CONTINUED TO IMPLEMENT DIGITAL DONOR ACQUISITION CAMPAIGNS USING OUR CRM, SOCIAL MEDIA AND MARKETING AUTOMATION PLATFORMS TO RENEW EXISTING DONOR SUPPORT, CONVERT COMMUNITY MEMBERS INTO DONORS, AND DEEPEN ENGAGEMENT ACROSS OUR ENTIRE COMMUNITY. WE RAISED $7.73M FROM 9,485 DONORS, 1.7% OR $128K MORE THAN IN FY23 ON TOP OF 6.5% REVENUE GROWTH FROM FY22 TO FY23. GIVING IN FY23 WAS BUOYED PRIMARILY BY LARGE DONORS, AS CONTINUED INFLATIONARY HEADWINDS PUT PRESSURE ON PERSONAL DISPOSABLE INCOME WHICH FOR MANY DECLINED. POST RECEIVED 417 FEWER DONATIONS IN FY24 THAN IN FY23, BUT THE NUMBER OF REINSTATED DONORS INCREASED AND OUR OVERALL DONOR RETENTION RATE GREW FROM 61% IN FY23 TO 64% IN FY24.COMMUNITY MEMBERS AND DONORS CONTINUED TO STAY CONNECTED TO POST THROUGHOUT THE YEAR VIA OUR MONTHLY NEWSLETTERS AND OUTREACH EVENTS. WE PROVIDED A ROBUST SCHEDULE OF 100+ EVENTS INCLUDING VIRTUAL, IN-PERSON EVENTS IN FORMATS BOTH LARGE AND SMALL. IN TOTAL, OVER 9,600 PEOPLE ATTENDED POST'S PUBLIC ONLINE AND IN-PERSON EVENTS IN FY24 WHILE POST STAFF AND VOLUNTEERS INTERACTED WITH AROUND 2,500 PEOPLE BY TABLING AT LARGE REGIONAL FESTIVALS AND PARTNER EVENTS.WE HAVE CONTINUED A ROBUST SUITE OF DIGITAL AD CAMPAIGNS SUPPORTING OUR CONTENT GUIDES, EVENTS, FUNDRAISING CAMPAIGNS, AND OUR FIND YOUR PLACE CAMPAIGN WHICH WORKS TO BROADEN AND DIVERSIFY OUR AUDIENCE OF SUPPORT. THIS IS SUPPLEMENTED BY ORGANIC AND PAID SOCIAL POSTING. AS A RESULT OUR SOCIAL MEDIA FOOTPRINT GREW SIGNIFICANTLY Y/Y WITH A 31% INCREASE IN IMPRESSIONS, 14% GROWTH IN REACH, AND A STUNNING 59% GROWTH ON "CLICKS" WHICH IMPACTED THE ACTIONS (DOWNLOADS, WEB VISITS, DONATIONS AND OTHER) ON OUR WEBSITE. THE BIGGEST CHANGE FOR ORGANIC SOCIAL IN FY24 WAS ON THE FACEBOOK PLATFORM. WE INCREASED OUR OVERALL ENGAGEMENT BY 34%. THIS IS AN INDICATION THAT OUR CONTENT IS REACHING MORE PEOPLE, AND ALSO THAT WE ARE CONTINUING TO CREATE CONTENT THAT OUR AUDIENCES LIKE AND SHARE ACROSS THE PLATFORM. OF THE 76 CAMPAIGNS DID IN CALENDAR YEAR 2023, WE FOUND THAT OUR HIKING CALENDAR, FIND YOUR PLACE (GENERAL AWARENESS) AND DOG HIKES GUIDE CAMPAIGNS PERFORMED THE BEST AND ATTRACTED YOUNGER, MORE DIVERSE, AND LESS AFFLUENT CONTACTS.POST PRODUCED AND DELIVERED TWO ISSUES OF OUR LANDSCAPES MAGAZINE THIS YEAR AND ONE EDITION OF OUR ANNUAL IMPACT REPORT BOTH OF WHICH WERE DISTRIBUTED TO OVER 13,000 RECIPIENTS. WE HAD A SOLID YEAR IN TERMS OF PRESS EXPOSURE WITH 212 MENTIONS AND ARTICLES ACROSS A VARIETY OF ACQUISITION, RESTORATION, AND STEWARDSHIP STORIES. WE ALSO HELPED TO COORDINATE MESSAGING WITH PARTNERS AND OTHER ORGANIZATIONS AS NECESSARY TO ENSURE COORDINATED AND CONSISTENT APPROACH TO CONSERVATION MESSAGING ACROSS POST AND OUR PARTNER ORGANIZATIONS WHEN WORKING WITH THE MEDIA.

    Expenses $3,139,168

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • RAJESH MASHRUWALA

    CHAIR & DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • WENDE HUTTON

    VICE CHAIR & DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • ANDREW BOSWORTH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • KALLE DAHL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • DENNIS DEBROECK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • SEAN DEMPSEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • ROD FERGUSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • JENNIFER LYNCH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • ALISA MACAVOY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • PAUL SIMPSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • NANHI SINGH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • SUZANNE SULLIVAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • KATHERINE TSAI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • SANJAY VASWANI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • EMERICK WOODS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • KEN YEAGER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • BRAD O'BRIEN

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • WALTER T MOORE

    PRESIDENT

    Total calculated
    $477,464
    From this org
    $397,326
    From related orgs
    $0
    Other
    $80,138
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $366,707
    Bonus
    $7,406
    Other
    $23,213
    Deferred
    $36,127
    Nontaxable benefits
    $44,010
    Filer's total
    $477,463

  • MARK STEVENS

    TREASURER & CFO/COO

    Total calculated
    $362,842
    From this org
    $293,584
    From related orgs
    $0
    Other
    $69,258
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $287,082
    Bonus
    $5,789
    Other
    $713
    Deferred
    $29,991
    Nontaxable benefits
    $39,267
    Filer's total
    $362,842

  • MARTHA TEDESCO

    CHIEF MARKETING OFFICER

    Total calculated
    $324,567
    From this org
    $254,724
    From related orgs
    $0
    Other
    $69,843
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $248,955
    Bonus
    $5,056
    Other
    $713
    Deferred
    $26,333
    Nontaxable benefits
    $43,510
    Filer's total
    $324,567

  • NOELLE CHAMBERS

    VICE PRESIDENT OF CONSERVATION

    Total calculated
    $291,654
    From this org
    $249,961
    From related orgs
    $0
    Other
    $41,693
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $244,743
    Bonus
    $5,056
    Other
    $162
    Deferred
    $25,076
    Nontaxable benefits
    $16,617
    Filer's total
    $291,654

  • GORDON CLARK

    VICE PRESIDENT OF DEVELOPMENT

    Total calculated
    $309,584
    From this org
    $256,194
    From related orgs
    $0
    Other
    $53,390
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $255,085
    Bonus
    $0
    Other
    $1,109
    Deferred
    $25,996
    Nontaxable benefits
    $27,395
    Filer's total
    $309,585

  • DIANE CORDOVA

    CHIEF TALENT OFFICER

    Total calculated
    $296,655
    From this org
    $229,672
    From related orgs
    $0
    Other
    $66,983
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $199,951
    Bonus
    $4,180
    Other
    $25,541
    Deferred
    $21,672
    Nontaxable benefits
    $45,310
    Filer's total
    $296,654

  • JUSTIN ELIOT

    DIRECTOR OF FINANCE

    Total calculated
    $227,434
    From this org
    $206,925
    From related orgs
    $0
    Other
    $20,509
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $202,798
    Bonus
    $3,965
    Other
    $162
    Deferred
    $20,509
    Nontaxable benefits
    $0
    Filer's total
    $227,434

  • PATRICK MARSHALL

    GENERAL COUNSEL

    Total calculated
    $235,896
    From this org
    $199,024
    From related orgs
    $0
    Other
    $36,872
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $193,854
    Bonus
    $3,798
    Other
    $1,372
    Deferred
    $18,615
    Nontaxable benefits
    $18,256
    Filer's total
    $235,895

  • JEANINE CRIDER

    DIRECTOR OF PLANNED GIVING

    Total calculated
    $220,700
    From this org
    $173,719
    From related orgs
    $0
    Other
    $46,981
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $170,052
    Bonus
    $3,559
    Other
    $108
    Deferred
    $18,401
    Nontaxable benefits
    $28,580
    Filer's total
    $220,700

  • OLIVIA WHITE LOPEZ

    DIRECTOR OF DIVERSITY EQUITY AND INCLUSION

    Total calculated
    $206,992
    From this org
    $179,826
    From related orgs
    $0
    Other
    $27,166
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $176,275
    Bonus
    $3,454
    Other
    $97
    Deferred
    $17,955
    Nontaxable benefits
    $9,211
    Filer's total
    $206,992

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
POST HAS A WELLNESS REIMBURSEMENT PROGRAM WHICH PROVIDES REIMBURSEMENT OF GYM MEMBERSHIPS. THESE REIMBURSEMENTS ARE TREATED AS TAXABLE INCOME.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

  • SANTA CLARA VALLEY HABITAT AGENCY

    $2,200,000

    DONATION OF LAND FKA LAKESIDE RANCH, FINANCIAL ASSISTANCE TO SUPPORT BATES RANCH ACQUISITION

  • THE TRUST FOR PUBLIC LAND

    $300,000

    FINANCIAL ASSISTANCE TO SUPPORT PURCHASE OF SEARLE ROAD PROPERTY

  • SANTA CLARA VALLEY OPEN SPACE AUTHORITY

    $80,000

    SUPPORT FOR COYOTE VALLEY CONSERVATION AREA MASTER PLAN (CVCAMP)

  • LA HONDA-PESCADERO UNIFIED SCHOOL DISTRICT

    $58,373

    PAYMENT IN LIEU OF PROPERTY TAXES

  • AMAH MUTSUN LAND TRUST

    $50,000

    SUPPORT FOR GENERAL OPERATIONS

  • SAN MATEO RESOURCE CONSERVATION DISTRICT

    $45,000

    SUPPORT FOR GENERAL OPERATIONS AND SANTA CRUZ MOUNTAINS STEWARDSHIP NETWORK

  • EPACENTER

    $30,000

    SUPPORT FOR GENERAL OPERATIONS

  • CALIFORNIA COUNCIL OF LAND TRUSTS

    $30,000

    SPONSORSHIP OF CA LAND AND WATER CONSERVATION CONFERENCE

  • SAN MATEO COUNTY PARKS & RECREATION FOUNDATION

    $20,000

    SUPPORT FOR COSTS SAM MCDONALD PARK TO THE NATIONAL REGISTER OF HISTORIC PLACES

  • LAND TRUST OF SANTA CRUZ COUNTY

    $19,136

    SUPPORT FOR MASTICATION EQUIPMENT PURCHASE

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
17 February 2025
IRS schema version
2023v6.0
Source object
202520559349300827

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.