Sempervirens Fund
- Assets
- $44.9m
- Revenue
- $9.2m
- Investments
- $0.0
- Employees
- 19
- Location
- Los Altos, CA
- Founding
- 04/1971
- Data as of
- 06/2022
- EIN
- 94-2155097
Organization Overview
Sempervirens Fund is located in Los Altos, CA. The organization was established in 1971. According to its NTEE Classification (C34) the organization is classified as: Land Resources Conservation, under the broad grouping of Environment and related organizations. As of 06/2022, Sempervirens Fund employed 19 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Sempervirens Fund is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, Sempervirens Fund generated $9.2m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 10.9% each year . All expenses for the organization totaled $6.2m during the year ending 06/2022. While expenses have increased by 12.8% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
PROTECT AND PERMANENTLY PRESERVE SANTA CRUZ REDWOOD FOREST HABITAT.
Describe the Organization's Program Activity:
Part 3 - Line 4a
STEWARDSHIPPROPERTIES THAT ARE HELD BY SEMPERVIRENS FUND REQUIRE ON-GOING STEWARDSHIP TO ENSURE THAT THE LAND IS IN GOOD CONDITION AND THE FORESTS REMAIN HEALTHY. STEWARDSHIP ACTIVITIES INCLUDE REMOVING DEBRIS, MAINTAINING TRAILS, MONITORING WILDLIFE, CLEARING INVASIVE PLANTS, AND PLANTING NEW SEEDLINGS AS NEEDED.ACTIVITIES ALSO INCLUDE RESTORATION EFFORTS AFTER WILDFIRE, LIKE CULVERT REPLACEMENT, AND EFFORTS TO REDUCE CATASTROPHIC WILDFIRE DAMAGE, LIKE SHADED FUEL BREAKS AND PRESCRIBED FIRES.
LAND ACQUISITION AND DISPOSITIONSEMPERVIRENS FUND WORKS CLOSELY WITH CALIFORNIA STATE PARKS, OTHER PUBLIC AGENCIES, AND LOCAL NONPROFITS TO MAKE STRATEGIC LAND PURCHASES THAT CREATE, EXPAND, AND LINK REDWOOD FORESTS AND PARKS. IN MOST CASES, THE FUND ACQUIRES FEE TITLE TO LAND WITH THE INTENTION OF EVENTUALLY TRANSFERRING IT INTO PUBLIC OWNERSHIP; HOWEVER, IN SOME CASES, IT ACQUIRES AND HOLDS CONSERVATION EASEMENTS THAT PROVIDE CERTAIN RIGHTS SUCH AS TRAIL ACCESS OR PREVENT FUTURE DEVELOPMENT OR LIMIT TIMBER HARVESTING ON PRIVATELY HELD PARCELS OF LAND. WHEN APPROPRIATE, THE FUND ALSO ENTERS INTO JOINT VENTURES WITH OTHER LAND CONSERVATION ORGANIZATIONS PROVIDING CASH OR OTHER ASSETS TO SUPPORT PRIORITY CONSERVATION PROJECTS. THE FUND'S PARTICIPATION APPEARS AS DIRECT EXPENSES WITHIN LAND PROGRAM EXPENSES.
EDUCATION AND OUTREACHSEMPERVIRENS FUND REGULARLY COMMUNICATES GENERAL INFORMATION ABOUT ITS WORK, AND OPPORTUNITIES TO FIND RECREATION IN THE SANTA CRUZ MOUNTAINS. THE COMMUNICATION STRATEGIES INCLUDE PUBLICATIONS, OTHER PRINTED MATERIALS, WEBSITE, SOCIAL MEDIA, ELECTRONIC NEWSLETTERS; OUTREACH ACTIVITIES INCLUDE EVENTS, SPEAKERS, HIKING AND VOLUNTEER OPPORTUNITIES. THE FOCUS OF SEMPERVIRENS FUND IS TO INFORM NEW GROUPS OF PEOPLE ABOUT IT'S WORK; INTRODUCE THEM TO OUTDOOR RECREATION OPPORTUNITIES; AND CULTIVATE THEIR INTEREST TO BECOME NEW STEWARDS OF THE SANTA CRUZ MOUNTAINS HABITAT. SEMPERVIRENS FUND STRIVES TO BE INCLUSIVE AND WELCOMING TO ALL PEOPLE, AND VALUES DIVERSE BACKGROUNDS AND DIVERSE PERSPECTIVES.
TREES AND GROVESSEMPERVIRENS FUND PROVIDES THE OPPORTUNITY FOR ITS DONORS TO DEDICATE A TREE OR GROVE LOCATED WITHIN ONE OF THE STATE PARKS OF THE SANTA CRUZ MOUNTAINS. SEMPERVIRENS FUND HAS ENTERED INTO AN AGREEMENT WITH CALIFORNIA STATE PARKS WHEREBY THE FUND IS PERMITTED TO SELL THE NAMING RIGHTS TO THE TREES.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Sara Barth Executive Director | Officer | 40 | $250,157 |
Michael Kawalek Deputy Director | Officer | 40 | $171,098 |
Matthew Shaffer Chief Marketing/communications Officer | Officer | 40 | $170,000 |
Julie Seelen Chief Philanthropy Officer | Officer | 40 | $150,238 |
Patrick Gibbons Chief Financial Officer | Officer | 32 | $132,000 |
Laura Mclendon Director Of Land Conservation | 40 | $113,560 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Robert A Bothman Inc Construction | 6/29/19 | $1,900,925 |
Weber Hayes & Associates Construction | 6/29/19 | $138,968 |
Dickson Construction Construction | 6/29/19 | $214,550 |
Mal Warwick & Associates Direct Mailing Consulting | 6/29/19 | $450,335 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $109,596 |
| All other contributions, gifts, grants, and similar amounts not included above | $9,093,310 |
| Noncash contributions included in lines 1a–1f | $520,612 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $9,202,906 |
| Total Program Service Revenue | $0 |
| Investment income | $42,677 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | -$9,101 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $9,236,785 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $976,579 |
| Compensation of current officers, directors, key employees. | $124,962 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $980,281 |
| Pension plan accruals and contributions | $64,366 |
| Other employee benefits | $94,047 |
| Payroll taxes | $130,961 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $26,258 |
| Fees for services: Accounting | $37,000 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $43,647 |
| Fees for services: Investment Management | $8,006 |
| Fees for services: Other | $350,818 |
| Advertising and promotion | $104,539 |
| Office expenses | $216,665 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $200,105 |
| Travel | $19,581 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $13,630 |
| Interest | $2,975 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $598,495 |
| Insurance | $52,876 |
| All other expenses | $40,679 |
| Total functional expenses | $6,151,100 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $475,704 |
| Savings and temporary cash investments | $12,972,310 |
| Pledges and grants receivable | $849,521 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $18,261 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $200,057 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $830,501 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $29,540,220 |
| Total assets | $44,886,574 |
| Accounts payable and accrued expenses | $627,094 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $2,415,000 |
| Other liabilities | $0 |
| Total liabilities | $3,042,094 |
| Net assets without donor restrictions | $31,542,535 |
| Net assets with donor restrictions | $10,301,945 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $44,886,574 |
Grants Awarded
Over the last fiscal year, Sempervirens Fund has awarded $38,977 in support to 3 organizations.
| Grant Recipient | Amount |
|---|---|
AMAH MUTSUN LAND TRUST PURPOSE: PROTECT AND PRESERVE WILDLANDS. | $23,977 |
Felton, CA PURPOSE: PROTECT AND PRESERVE WILDLANDS. | $10,000 |
STATE PARKS PURPOSE: PROTECT AND PRESERVE WILDLANDS. | $5,000 |
Grants Recieved
Over the last fiscal year, we have identified 3 grants that Sempervirens Fund has recieved totaling $10,500.
| Awarding Organization | Amount |
|---|---|
L & L Borok Foundation Sunnyvale, CA PURPOSE: LAND CONSERVATION | $5,000 |
Jain Foundation Santa Cruz, CA PURPOSE: ENVIRONMENT PRESERVATION | $5,000 |
Altman-Aronow Charitable Foundation San Jose, CA PURPOSE: TO SUPPORT ORGANIZATIONS THAT HELP CONSERVE PUBLIC LAND AND KEEP IT FREE FROM URBAN DEVELOPMENT. | $500 |
Endowment Analysis
| Beg. Balance | $1,415,009 |
| Earnings | -$51,962 |
| Admin Expense | $5,594 |
| Other Expense | $570,000 |
| Ending Balance | $787,453 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
The Living Desert Palm Desert, CA | $126,171,704 | $34,591,756 |
Sonoma Land Trust Santa Rosa, CA | $48,073,426 | $13,750,403 |
Shasta Land Trust Redding, CA | $1,713,307 | $11,450,498 |
Center For Natural Lands Management Temecula, CA | $268,081,806 | $7,030,474 |
Truckee Donner Land Trust Truckee, CA | $49,860,390 | $8,251,860 |
Wildlands Conservancy Oak Glen, CA | $148,685,880 | $11,621,099 |
Organic Materials Review Institute Eugene, OR | $2,429,450 | $7,163,991 |
Hiipaka Llc Haleiwa, HI | $26,440,527 | $11,083,496 |
Banning Ranch Conservancy Newport Beach, CA | $180,703 | $352,883 |
Arizona Land And Water Trust Inc Tucson, AZ | $19,341,295 | $7,113,905 |
Ala Kahakai Trail Association Kamuela, HI | $15,140,176 | $6,288,942 |
Pacific Forest And Watershed Lands Stewardship Council Orangevale, CA | $18,809,229 | $90,114 |