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 Vulnerability Assessment (Tuckman-Chang)

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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

Land conservation, education, and restoration. The organization continued restoration projects on owned lands, acquired three parcels of land totaling 120 acres and accepted the donation of three additional properties totaling 7.5 acres and placed them into permanent conservation. Also, with support from a grant from the County of San Luis Obispo, the organization began a study to identify and prioritize the acquisition of lots in the old California Valley subdivision which are considered to have high natural resource values and low development potential for permanent conservation purposes. Finally, in cooperation with local art groups, the organization raised funds to support fire recovery activities following a large fire which affected portions of Carrizo Plain National Monument in July 2025.

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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%)

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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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Liquidity & Cash Position

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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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