CARRIZO PLAIN CONSERVANCY

EIN: 383920272 501(c)(3) Unknown

San Luis Obispo, CA

Total Revenue
$100,097
Total Expenses
$73,160
Total Assets
$5,705,774
Net Assets
$5,705,774
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Financial Trends

Organization Details

Formation Year
2013
Legal Domicile
CA
Principal Officer
Neil Havlik
Phone
8057819624
Tax Period
2025-01-01 to 2025-12-31

CARRIZO PLAIN CONSERVANCY, founded in 2013, is a small nonprofit in the Unknown sector that reported $100K in total revenue in fiscal year 2025. Revenue surged 58% from the prior year, signaling strong growth momentum. The organization ran a surplus of $27K, a strong 27% operating margin.

Mission

Our mission is to work with government agencies, non-government organizations and interested groups and individuals to foster permanent protection of wildlife habitat within the Carrizo Plain area of San Luis Obispo County, California. This is done by purchasing land or easements, accepting donations of same, undertaking actions to restore or enhance wildlife habitat found on those lands, and to provide educational opportunities for the public about these lands and actions.

Program Service Accomplishments

Program 1
Expenses: $42,502 Revenue: $0

The organization had a successful year in acquisitions, acquiring 3 parcels of land totaling 120 acres from willing sellers (including one donation), and accepting donations of 3 vacant parcels...

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The organization had a successful year in acquisitions, acquiring 3 parcels of land totaling 120 acres from willing sellers (including one donation), and accepting donations of 3 vacant parcels totaling 7.5 acres from three other parties. Funds for the purchases were paid directly into escrow by several grants from the Nature Conservancy, with ancillary costs being advanced by the organization and later reimbursed. In the case of the donations the organization paid the closing costs. The expenses include closing costs and required site investigations. The organization also continued work on an evaluation of the natural resources of land northwest of Carrizo Plain National Monument, which is of interest for future conservation efforts. This study was funded by a grant from the Kiewit Foundation of Santa Barbara in 2024; the study is still ongoing but is nearing completion and is expected to be complete in summer 2026.

Program 2
Expenses: $4,842 Revenue: $0

With support from a grant from the County of San Luis Obispo, the organization began a study of identifying and prioritizing properties in the old California Valley subdivision for their natural...

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With support from a grant from the County of San Luis Obispo, the organization began a study of identifying and prioritizing properties in the old California Valley subdivision for their natural resources values and development potential, with a goal of seeking to conserve a significant portion of the subdivision for permanent conservation purposes. This entailed the hiring of a consulting firm, and establishment of a committee of interested or affected groups, such as the County, State Wildlife Department, and local Community Services District. The study began in September 2025 and is expected to be completed in summer 2026. Certain of the funds were also used (and reported in First Program Accomplishment) to cover closing costs of property donations in the California Valley subdivision.

Program 3
Expenses: $2,773 Revenue: $0

Following a severe wildfire in July 2025, the organization partnered with local outdoor artist groups to raise funds in support of fire recovery activities, including supplies for erosion control and...

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Following a severe wildfire in July 2025, the organization partnered with local outdoor artist groups to raise funds in support of fire recovery activities, including supplies for erosion control and studies of fire recovery in the area. Approximately $6,350 was raised over an eight week period, snd funds were used for purchase of materials in fall of2025. The balance of the funs are expected to be utilized for studies of natural fire recovery in the area (which had not burned in at least 100 years) in spring 2026.

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

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $94,929
Program Service Revenue $0
Investment Income $5,168
Other Revenue $0
TOTAL REVENUE $100,097

Expense Breakdown

Grants Paid $0
Salaries & Benefits $12,150
Fundraising Expenses $0
Program Expenses $53,589
Other Expenses $61,010
TOTAL EXPENSES $73,160

Year-over-Year Comparison

2025 2024 Change
Revenue $100,097 $63,219 +0.6%
Expenses $73,160 $70,644 +0.0%
Net Income $26,937 $-7,425 -4.6%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
8
Independent Members
8
Employees
N/A
Volunteers
20

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
4
$24,300
Total Directors
4
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Stephnie Wald Secretary 5
Officer
$12,150 $12,150 $24,300
Lynne Dee Althouse Director 1
Director
$0 $0 $0
Dorothy Jennings Director 1
Director
$0 $0 $0
Candice Bell Director 2
Director
$0 $0 $0
Sandra Rakestraw Director 1
Director
$0 $0 $0
Douglas Drynan Vice President 2
Officer
$0 $0 $0
Neil Havlik President 10
Officer
$0 $0 $0
Anne Fairchild Treasurer 1
Officer
$0 $0 $0
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
2025 $100,097 $73,160 $5,705,774 $26,937
2024 $63,219 $70,644 $5,469,337 $-7,425
2023 $150,772 $110,610 $5,262,514 $40,162
2022 $29,583 $59,037 $5,075,852 $-29,454
2021 $58,114 $30,154 $5,069,306 $27,960
2020 $92,679 $69,777 $5,727,846 $22,902
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