SAN DIEGUITO RIVER VALLEY LAND CON… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1986

Legal Domicile

Principal Officer

PETER DEFRANCESCA

Phone

8588666956

Tax Period

2020-07-01 to 2021-06-30

SAN DIEGUITO RIVER VALLEY LAND CONSERVANCY, founded in 1986, is a community nonprofit in the Environment sector that reported $3.4M in total revenue in fiscal year 2020. Revenue surged 427% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.9M, a strong 86% operating margin.

Mission

TO PRESERVE, PROTECT, AND SHARE THE NATURAL AND CULTURAL RESOURCES OF THE SAN DIEGUITO RIVER VALLEY THROUGH COLLABORATIVE EFFORTS TO ACQUIRE LANDS, COMPLETE TRAILS, RESTORE HABITATS, ESTABLISH EDUCATIONAL PROGRAMS, CREATE INTERPRETIVE CENTERS, ENCOURAGE RECREATION, AND MOBILIZE PUBLIC SUPPORT.

Program Service Accomplishments

Program 1

Expenses: $148,538

CONSERVATION: SDRVC REMOVED INVASIVE PLANTS THAT FUEL FIRE AND RESTORE NATIVE HABITATS THROUGHOUT THE SAN DIEGUITO WATERSHED. ACQUISITION: SDRVC ACQUIRED 117 ACRES OF OPEN SPACE IN DEL DIOS IN...

CONSERVATION: SDRVC REMOVED INVASIVE PLANTS THAT FUEL FIRE AND RESTORE NATIVE HABITATS THROUGHOUT THE SAN DIEGUITO WATERSHED. ACQUISITION: SDRVC ACQUIRED 117 ACRES OF OPEN SPACE IN DEL DIOS IN MARCH/APRIL 2021.

Program 2

Expenses: $48,864 Revenue: $11,188

EDUCATION: SDRVC EDUCATED HUNDREDS OF PRE-K THROUGH HIGH SCHOOL STUDENTS THROUGH OUR ONLINE NATURE PROGRAMS - POLLINATOR'S PARADISE, WATERSHED EXPLORERS AND COASTAL WETLANDS FIELD ECOLOGY PROJECT.

Program 3

Expenses: $63,473

RECREATION: SDRVC PROVIDED MANY RECREATIONAL OPPORTUNITIES TO CITIZENS TO ENJOY THE COAST TO CREST TRAIL AND OTHER COMMUNITY TRAILS WITHIN THE SAN DIEGUITO RIVER VALLEY INCLUDING THE C2C TRAIL...

RECREATION: SDRVC PROVIDED MANY RECREATIONAL OPPORTUNITIES TO CITIZENS TO ENJOY THE COAST TO CREST TRAIL AND OTHER COMMUNITY TRAILS WITHIN THE SAN DIEGUITO RIVER VALLEY INCLUDING THE C2C TRAIL CHALLENGE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $3,213,726

Program Service Revenue $11,188

Investment Income $150,438

Other Revenue $881

TOTAL REVENUE $3,376,233

Expense Breakdown

Grants Paid $0

Salaries & Benefits $209,215

Fundraising Expenses $44,399

Program Expenses $260,875

Other Expenses $253,724

TOTAL EXPENSES $462,939

Year-over-Year Comparison

	2020	2019	Change
Revenue	$3,376,233	$640,479	+4.3%
Expenses	$462,939	$582,526	-0.2%
Net Income	$2,913,294	$57,953	+49.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$98,999

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIM SMITH	PRESIDENT	7.00	Officer Director	$0	$0	$0
SLADER BUCK	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
PETER DEFRANCESCA	TREASURER	1.50	Officer Director	$0	$0	$0
ANNU CHOPRA	SECRETARY/BOARD MEMBER	1.50	Officer Director	$0	$0	$0
KATHARINE SHEEHAN	SECRETARY/BOARD MEMBER	1.50	Officer Director	$0	$0	$0
NATE NORTHUP	IMMEDIATE PAST PRESIDENT	1.50	Officer Director	$0	$0	$0
BILL ADELSON	BOARD MEMBER	1.00	Director	$0	$0	$0
BRAD BARTLETT	BOARD MEMBER	1.00	Director	$0	$0	$0
JOE BONNER	BOARD MEMBER	1.00	Director	$0	$0	$0
KEITH COLESTOCK	BOARD MEMBER	1.00	Director	$0	$0	$0
ELLEN HAVILAND	BOARD MEMBER	1.00	Director	$0	$0	$0
LEE HAYDU	BOARD MEMBER	1.00	Director	$0	$0	$0
MARK HENNENFENT	BOARD MEMBER	1.00	Director	$0	$0	$0
ALEX KILIAN	BOARD MEMBER	1.00	Director	$0	$0	$0
DAN KING	BOARD MEMBER	1.00	Director	$0	$0	$0
SHELLEY GLENN LEE	BOARD MEMBER	1.00	Director	$0	$0	$0
DONALD MOSIER	BOARD MEMBER	1.00	Director	$0	$0	$0
IMMO SCHEFFLER	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT SHEPPARD	BOARD MEMBER	1.00	Director	$0	$0	$0
TRISH BOAZ	EXECUTIVE DIRECTOR	40.00	Officer	$98,999	$0	$98,999

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2021	$3,376,233	$462,939	$7,308,460	$2,913,294
2020	$640,479	$582,526	$4,112,757	$57,953
2019	$389,081	$422,083	$4,092,745	$-33,002
2018	$806,298	$487,950	$4,114,464	$318,348

SAN DIEGUITO RIVER VALLEY LAND CONSERVANCY