← PALOS VERDES PENINSULA LAND CONSERVANCY

Form 990 for tax year 2022

Filed by PALOS VERDES PENINSULA LAND CONSERVANCY.

Totals

Total revenue: $7,148,748
Total expenses: $4,500,118
Contributions and grants received: $6,965,360
Grants paid: $2,298,034
Program service revenue: $16,070
Investment income: $124,817
Other revenue: $42,501
Total assets, end of year: $13,108,532
Total liabilities, end of year: $210,647
Net assets or fund balances, end of year: $12,897,885
Program services expenses (Part IX): $3,956,314
Management and general expenses: $164,954
Fundraising expenses: $378,850
Program service expenses (Part III): $3,956,314

Program services were 87.9% 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.

1c · Fundraising events

$218,678
1e · Government grants (contributions)

$2,032,106
1f · All other contributions, gifts and grants

$4,714,576
1g · Noncash contributions included above

$15,560
2a · Program service revenue: PROGRAM SERVICE FEES

total $16,070 · related or exempt $16,070
3 · Investment income

total $208,123 · excluded $208,123
7a · Gross sales of assets other than inventory

securities $297,600
7b · Less cost or other basis and sales expenses

securities $215,906 · other assets $165,000
7c · Gain or loss

securities $81,694 · other assets -$165,000
7d · Net gain or loss

total -$83,306 · excluded -$83,306
8a · Fundraising events: gross income

$92,019
8a · Fundraising events: contributions included on line 1c

$218,678
8b · Fundraising events: direct expenses

$92,019
8c · Net income from fundraising events

total $0
10a · Gross sales of inventory

$123,010
10b · Cost of goods sold

$80,509
10c · Net income from sales of inventory

total $42,501 · excluded $42,501

Functional expenses

Part IX, the statement of functional expenses.

1 · Grants to domestic organizations and governments

total $2,298,034 · program services $2,298,034
5 · Compensation of officers, directors and key employees

total $391,178 · program services $308,212 · management and general $24,997 · fundraising $57,969
7 · Other salaries and wages

total $865,539 · program services $673,982 · management and general $58,718 · fundraising $132,839
9 · Other employee benefits

total $118,328 · program services $105,053 · management and general $2,513 · fundraising $10,762
10 · Payroll taxes

total $106,455 · program services $73,073 · management and general $18,717 · fundraising $14,665
11c · Fees: accounting

total $68,419 · program services $43,404 · management and general $21,345 · fundraising $3,670
11g · Fees: other

total $281,684 · program services $209,934 · management and general $3,294 · fundraising $68,456
13 · Office expenses

total $66,458 · program services $37,230 · management and general $5,208 · fundraising $24,020
14 · Information technology

total $67,265 · program services $47,973 · management and general $8,837 · fundraising $10,455
16 · Occupancy

total $79,786 · program services $63,882 · management and general $2,226 · fundraising $13,678
17 · Travel

total $12,075 · program services $12,075
23 · Insurance

total $23,137 · program services $19,328 · management and general $2,246 · fundraising $1,563
24a · Other expenses: POSTAGE

total $29,854 · program services $3,012 · management and general $8,829 · fundraising $18,013
24b · Other expenses: PRINTING

total $25,174 · program services $8,306 · management and general $492 · fundraising $16,376
24c · Other expenses: TELEPHONE

total $19,333 · program services $15,977 · management and general $1,332 · fundraising $2,024
24d · Other expenses: EQUIPMENT RENTAL

total $17,653 · program services $17,368 · management and general $152 · fundraising $133
24e · All other expenses

total $29,746 · program services $19,471 · management and general $6,048 · fundraising $4,227

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $195,402 · end of year $207,719
2 · Savings and temporary cash investments

beginning of year $707,604 · end of year $523,571
3 · Pledges and grants receivable

beginning of year $30,000 · end of year $280,000
4 · Accounts receivable

beginning of year $239,765 · end of year $145,828
8 · Inventories for sale or use

beginning of year $141,921 · end of year $72,539
9 · Prepaid expenses and deferred charges

beginning of year $22,511 · end of year $13,337
10a · Land, buildings and equipment: cost or other basis

$1,619,743
10b · Land, buildings and equipment: accumulated depreciation

$67,120
10c · Land, buildings and equipment, net

beginning of year $1,742,623 · end of year $1,552,623
11 · Investments: publicly traded securities

beginning of year $9,091,683 · end of year $10,312,915
17 · Accounts payable and accrued expenses

beginning of year $180,503 · end of year $181,010
19 · Deferred revenue

beginning of year $145,421 · end of year $29,637
27 · Net assets without donor restrictions

beginning of year $8,360,675 · end of year $10,141,281
28 · Net assets with donor restrictions

beginning of year $3,484,910 · end of year $2,756,604

Mission and programs · 2022

Mission

PALOS VERDES PENINSULA LAND CONSERVANCY, "PVPLC", MISSION IS TO PRESERVE LAND AND RESTORE HABITAT FOR THE EDUCATION AND ENJOYMENT OF ALL. (SEE SCHEDULE O FOR FURTHER DESCRIPTION).PVPLC'S VISION IS THE PRESERVATION AND MANAGEMENT OF LARGE BLOCKS OF NATURAL OPEN SPACE, PROTECTED IN PERPETUITY, WHERE LOCALLY NATIVE PLANTS AND ANIMALS WILL EXIST IN A SECURE ENVIRONMENT, WHERE CHILDREN AND ADULTS CAN LEARN ABOUT THE NATURAL ENVIRONMENT, AND WHERE VISITORS MAY ENJOY PEACEFUL SOLITUDE.

Activities or mission (Part I)

PRESERVING LAND, RESTORING HABITAT FOR THE EDUCATION, AND ENJOYMENT OF ALL.

LAND STEWARDSHIP: DEDICATED TO THE STEWARDSHIP OF 1,700 ACRES OF LAND UNDER OWNERSHIP, MANAGEMENT AGREEMENT, OR CONSERVATION EASEMENT ON THE PALOS VERDES PENINSULA. FOCUSES ON AREAS OF OPEN SPACE FOR MULTI-SPECIES PROTECTION AND INCLUDES THE RESTORATION OF NATIVE HABITATS FOR RARE AND ENDANGERED SPECIES. BENEFICIARIES ESTIMATED TO BE MORE THAN 100 SPECIES OF WILDLIFE INCLUDING THE ENDANGERED PALOS VERDES BLUE BUTTERFLY, EL SEGUNDO BLUE BUTTERFLY, THE COASTAL CALIFORNIA GNATCATCHER, AND THE CACTUS WREN. PVPLC ALSO ENGAGES THE COMMUNITY IN THESE MANAGED LANDS (NATURE PRESERVES) THROUGH ROBUST VOLUNTEER PROGRAMS. OVER 40 MILES OF PUBLIC TRAILS TRAVERSE THESE PROPERTIES. PVPLC PLANTS OVER 10,000 NATIVE PLANTS EACH YEAR GROWN IN THE PVPLC NATIVE PLANT NURSERY. PVPLC WORKS COOPERATIVELY WITH THE FOUR CITIES IN WHICH THE PRESERVED LANDS ARE LOCATED: RANCHO PALOS VERDES, ROLLING HILLS, ROLLING HILLS ESTATES, AND SAN PEDRO (CITY OF LOS ANGELES). PVPLC'S SUCCESSFUL APPROACH TO LAND PROTECTION HAD BEEN ENDORSED BY BOTH PUBLIC AND PRIVATE SECTOR ADVOCATES.

Expenses $3,446,534 · Grants $2,298,034
EDUCATION: DEDICATED TO CREATING A COMMITMENT TO SCIENCE AND NATURE, WHILE INSPIRING EXCITEMENT ABOUT OUTDOORS FOR BOTH THE COMMUNITY AT LARGE AND STUDENTS. IN A TYPICAL YEAR, THE PVPLC MANAGES TWO COMMUNITY NATURE CENTERS WITH OVER 10,000 ANNUAL VISITORS, LEADS OUTDOOR ELEMENTARY SCHOOL SCIENCE PROGRAMS SERVING OVER 3,500 STUDENTS PER YEAR, COORDINATES SEVERAL STUDENT RESEARCH PROJECTS, AND LEADS OVER 40 PUBLIC HIKES PER YEAR, AS WELL AS REGULARLY SCHEDULED FAMILY ACTIVITIES. ELEMENTARY SCHOOL SCIENCE PROGRAMS CONTINUED IN A VIRTUAL FORMAT AND SAW NO REDUCTION IN THE SCHOOLS OR STUDENTS SERVED.

Expenses $319,645 · Revenue $16,070
VOLUNTEER PROGRAM: PVPLC HAS A VIBRANT AND GROWING VOLUNTEER PROGRAM, A GROUP OF TALENTED AND DEDICATED PEOPLE WORKING TOGETHER TO PROVIDE PUBLIC EDUCATIONAL EXPERIENCES ABOUT NATURAL LANDS THAT HAVE BEEN SET ASIDE FOREVER AS NATURE PRESERVES ON THE PALOS VERDES PENINSULA. VOLUNTEERS MAKE A LASTING DIFFERENCE BY HELPING PEOPLE ENJOY THE LAND THROUGH PUBLIC PROGRAMS, WHILE FACILITATING APPRECIATION FOR NATURE IN WAYS THAT ARE LASTING AND MEANINGFUL. VOLUNTEERS ALSO PLAY A VITAL ROLE IN MANY ASPECTS OF NATURAL RESOURCE MANAGEMENT, INCLUDING PERFORMING HABITAT RESTORATION, CONDUCTING BIOLOGICAL MONITORING, PARTICIPATING IN VOLUNTEER WATCH GROUPS AND MUCH MORE. IN 2022, 1,709 VOLUNTEERS PROVIDE A TOTAL NUMBER OF OVER 24,275 HOURS THROUGH VARIOUS PROGRAMS AND EVENTS.

Expenses $190,135
NURSERY: OPERATION OF A NURSERY GROWING NATIVE PLANTS TO SUPPLY THE HABITAT RESTORATION EFFORTS OF THE PALOS VERDES PENINSULA LAND CONSERVANCY AND OTHER IMPORTANT COMMUNITY PROJECTS. OVER 43,388 PLANTS WERE GROWN FOR 2022. SPECIAL EMPHASIS ON THE PROPAGATION OF THE HOST PLANTS FOR THE ENDANGERED PALOS VERDES BLUE BUTTERFLY AND PLANTS FOUND WITHIN THE COASTAL SAGE SCRUB PLANT COMMUNITY. EXPENSES RELATED TO THIS PARTICULAR PROGRAM ARE DISTRIBUTED THROUGHOUT THE THREE PRIMARY PROGRAMS LISTED ON PART III, 4(A) THROUGH 4(C), AS ALL PROGRAMS ARE INTERESTED.

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

Rob KautzROB KAUTZ

PRESIDENT

Total calculated

$0

Hours/week

24
Rick WallaceRICK WALLACE

VICE PRESIDENT

Total calculated

$0

Hours/week

3
Diana BaileyDIANA BAILEY

SECRETARY

Total calculated

$0

Hours/week

3
Bruce RossBRUCE ROSS

TREASURER

Total calculated

$0

Hours/week

3
Bill AilorBILL AILOR

PRESIDENT EMERITUS

Total calculated

$0

Hours/week

3
Allen FranzALLEN FRANZ

DIRECTOR

Total calculated

$0

Hours/week

4
Carolynn PetruCAROLYNN PETRU

DIRECTOR

Total calculated

$0

Hours/week

4
Cindy AkiyamaCINDY AKIYAMA

DIRECTOR

Total calculated

$0

Hours/week

3
Dave PilonDAVE PILON

DIRECTOR

Total calculated

$0

Hours/week

4
David SnowDAVID SNOW

DIRECTOR

Total calculated

$0

Hours/week

3
Geoff WainwrightGEOFF WAINWRIGHT

DIRECTOR

Total calculated

$0

Hours/week

3
Lew EnstedtLEW ENSTEDT

DIRECTOR

Total calculated

$0

Hours/week

2
Randy HarwoodRANDY HARWOOD

DIRECTOR

Total calculated

$0

Hours/week

4
Steve TightSTEVE TIGHT

DIRECTOR

Total calculated

$0

Hours/week

3
William GlantzWILLIAM GLANTZ

DIRECTOR

Total calculated

$0

Hours/week

2
Adrienne MohanADRIENNE MOHAN

EXECUTIVE DIRECTOR

Total calculated

$179,609

From this org

$173,206

From related orgs

$0

Other

$6,403

Hours/week

45

Schedule J breakdown matched by us

Base

$148,206

Bonus

$25,000

Other

$0

Deferred

$0

Nontaxable benefits

$6,403

Filer's total

$179,609
Susan WilcoxSUSAN WILCOX

DIRECTOR OF DEVELOPMENT

Total calculated

$211,569

From this org

$184,906

From related orgs

$0

Other

$26,663

Hours/week

45

Schedule J breakdown matched by us

Base

$183,906

Bonus

$1,000

Other

$0

Deferred

$12,000

Nontaxable benefits

$14,663

Filer's total

$211,569

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

3 · Compensation survey or study
3 · Approval by the board or compensation committee
7 · Other non-fixed payments

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
8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 7: THE EXECUTIVE DIRECTOR REVIEWS AND DETERMINES THE BONUS AMOUNTS FOR ANY EMPLOYEE. THE BOARD OF DIRECTORS, WITHIN A CLOSED SESSION AT THE FULL BOARD MEETING, DETERMINES THE BONUS FOR THE EXECUTIVE DIRECTOR.

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

CITY OF RANCHO PALOS VERDES

$0

LAND CONSERVATION GRANT

Provenance

Return type: form_990
Tax year: 2022
Filed: 14 November 2023
IRS schema version: 2022v5.0
Source object: 202323209349304187

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.