SEMPERVIRENS FUND

EIN: 942155097 501(c)(3) Environment

LOS ALTOS, CA

Total Revenue
$12,609,954
Total Expenses
$8,883,077
Total Assets
$46,948,513
Net Assets
$44,056,208
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Financial Trends

Organization Details

Formation Year
1906
Legal Domicile
CA
Principal Officer
SARA BARTH
Phone
6509491453
Tax Period
2024-07-01 to 2025-06-30

SEMPERVIRENS FUND, founded in 1906, is a mid-sized nonprofit in the Environment sector that reported $12.6M in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $3.7M, a strong 30% operating margin.

Mission

TO ENSURE COAST REDWOOD FORESTS IN THE SANTA CRUZ MOUNTAINS THRIVE FOR GENERATIONS TO COME. SINCE 1900, SEMPERVIRENS HAS PROTECTED MORE THAN 36,000 ACRES. LEARN MORE ABOUT OUR MISSION, VISION, AND STRATEGIC PLAN THROUGH 2030 AT: SEMPERVIRENS.ORG/REDWOODS-FORWARD.

Program Service Accomplishments

Program 1
Expenses: $2,969,358 Revenue: $49,335

LAND STEWARDSHIP SEMPERVIRENS FUND OWNS DIRECTLY OR THROUGH CONSERVATION EASEMENT MORE THAN 12,000 ACRES OF LAND. PERMANENTLY PROTECTING REDWOOD FORESTS ENSURES THAT THE PROPERTIES WHERE REDWOODS...

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LAND STEWARDSHIP SEMPERVIRENS FUND OWNS DIRECTLY OR THROUGH CONSERVATION EASEMENT MORE THAN 12,000 ACRES OF LAND. PERMANENTLY PROTECTING REDWOOD FORESTS ENSURES THAT THE PROPERTIES WHERE REDWOODS THRIVE ARE SET ASIDE TO KEEP FORESTS INTACT AND PRESERVED FOR GENERATIONS TO COME. WE WORK ACROSS SANTA CRUZ MOUNTAIN LANDSCAPES, AND IN COLLABORATION WITH NEIGHBORS AND REGIONAL PARTNERS, TO SAFEGUARD THE HEALTH OF TREES, HABITATS, WATERWAYS, AND WILDLIFE. PLEASE CONTINUE TO SCHEDULE O FOR FURTHER DESCRIPTION OF THIS WORK. FOR EACH PROPERTY IN OUR CARE, WE GENERATE A STEWARDSHIP PLAN WHICH GIVES US, OUR PARTNERS, AND OUR NEIGHBORS CLARITY AND GUIDANCE ABOUT THE RESOURCES WE ARE PRESERVING AND THE NATURAL FEATURES WE ARE RESTORING. ACTIVE LAND MANAGEMENT ACTIVITIES INCLUDE WILDFIRE RESILIENCY PROJECTS SUCH AS ESTABLISHING SHADED FUEL BREAKS AND PRESCRIBED BURNING PROGRAMS; FOREST HEALTH PROJECTS, INCLUDING REMOVING DEBRIS, MAINTAINING TRAILS, CLEARING INVASIVE PLANTS, AND PLANTING NEW SEEDLINGS; AND RESEARCH PROJECTS SUCH AS WILDLIFE MONITORING, ENDANGERED SPECIES RECLAMATION, TRADITIONAL INDIGENOUS CULTURAL SURVEYS, AND MUCH MORE. AFTER SIGNIFICANT DISTURBANCES, SUCH AS WILDFIRE OR FLOODING, RESTORATION EFFORTS INCLUDE DEBRIS CLEAN UP, CULVERT REPLACEMENT, HAZARD TREE REMOVAL, WATERWAY RESTORATION, AND FUEL REDUCTION. IN RECENT YEARS, OUR STEWARDSHIP WORK HAS INCLUDED MILESTONE PROJECTS LIKE THE REMOVAL OF A DAM ON MILL CREEK IN SAN VICENTE REDWOODS RESTORING STREAM FLOW, WHICH LED TO THE RETURN OF COHO SALMON TO THE WATERSHED FOR THE FIRST TIME IN GENERATIONS; TO FOREST RESTORATION PROJECTS ON MULTIPLE PROPERTIES THAT PRIORITIZE SUPPORTING SECOND-GROWTH REDWOODS WITH THE BEST OPPORTUNITIES TO GROW LARGER, MORE QUICKLY, AND TO ESTABLISH OLD-GROWTH CHARACTERISTICS THAT ENSURE REDWOOD RESILIENCY. NOW MORE THAN EVER WE DEPEND ON FUNDING FROM OUR DONORS TO HELP US CARE FOR REDWOOD FORESTS, TO MONITOR THEIR HEALTH, CONSERVE WILDLIFE, AND IMPROVE WATERWAYS, KEEPING THEM HEALTHY, THRIVING, AND RESILIENT, FOR GENERATIONS TO COME. LEARN MORE: SEMPERVIRENS.ORG/STEWARDSHIP

Program 2
Expenses: $1,601,085

EDUCATION AND OUTREACH SEMPERVIRENS FUND REGULARLY COMMUNICATES GENERAL INFORMATION ABOUT ITS WORK, THE VITAL ROLE REDWOODS PLAY IN A HEALTHY, THRIVING, AND RICH REGIONAL ECOSYSTEM, AND OPPORTUNITIES...

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EDUCATION AND OUTREACH SEMPERVIRENS FUND REGULARLY COMMUNICATES GENERAL INFORMATION ABOUT ITS WORK, THE VITAL ROLE REDWOODS PLAY IN A HEALTHY, THRIVING, AND RICH REGIONAL ECOSYSTEM, AND OPPORTUNITIES TO VOLUNTEER OR FIND RECREATION IN THE SANTA CRUZ MOUNTAINS. SEMPERVIRENS FUND'S COMMUNITY IS INVITED TO LEARN, VOLUNTEER, TAKE ACTION, AND DONATE TO OUR WORK THROUGH DIGITAL, PRINT, AND IN-PERSON COMMUNICATIONS AND EVENTS, INCLUDING OUTREACH ACTIVITIES SUCH AS WEBINARS, COMMUNITY EVENTS, AND HIKING AND VOLUNTEER OPPORTUNITIES. VISIT SEMPERVIRENS.ORG TO LEARN MORE PLEASE CONTINUE TO SCHEDULE O FOR FURTHER DESCRIPTION OF THIS WORK. THE FOCUS OF SEMPERVIRENS FUND'S OUTREACH IS TO INTRODUCE NEW GROUPS OF PEOPLE ABOUT ITS WORK; INTRODUCE THEM TO OUTDOOR RECREATION OPPORTUNITIES; LEARN TOGETHER ABOUT THE MARVELS OF REDWOODS, AND CULTIVATE THEIR INTEREST TO BECOME NEW STEWARDS OF THE SANTA CRUZ MOUNTAINS HABITAT. AT SEMPERVIRENS FUND, WE BELIEVE THAT CELEBRATING DIVERSITY, FOSTERING INCLUSION, ADVANCING EQUITY, AND REALIZING JUSTICE IS NOT ONLY ESSENTIAL TO OUR MISSION, BUT VITAL TO OUR HUMANITY, AS PEOPLE WORKING FOR AND SERVING ON THE BOARD FOR SEMPERVIRENS FUND AND AS PART OF A COMMUNITY DEDICATED TO PROTECTING, CARING FOR, AND EXPLORING REDWOOD FORESTS IN THE SANTA CRUZ MOUNTAINS. IN RECENT YEARS, SEMPERVIRENS FUND HAS PRODUCED A SERIES OF WEBINARS UNDER THE REDWOODS IN WHICH WE HOST EXPERTS AND THINKERS TO EXPLORE OUR MAGNIFICENT REDWOOD FORESTS, WHAT MAKES REDWOODS SO SPECIAL, WHY THEY THRIVE HERE AND NOWHERE ELSE IN THE WORLD, AND WHAT THEY MEAN TO US IN OUR LIVES. WE ALSO REGULARLY ENGAGE IN CALIFORNIA AND LOCAL POLICY TO ENSURE RESOURCES ARE BEING DIRECTED TO CONSERVATION AND STEWARDSHIP OF REDWOODS AND OTHER HABITATS IN THE SANTA CRUZ MOUNTAINS AND INVITE OUR COMMUNITY TO TAKE ACTION WITH US. LEARN MORE: SEMPERVIRENS.ORG/TAKE-ACTION

Program 3
Expenses: $1,221,270

PROTECTING LAND THROUGH ACQUISITION AND TRANSFER IN FISCAL YEAR 2025, SEMPERVIRENS ACQUIRED ONE LAND PARCEL: ANO NUEVO VISTA, 41 ACRES BETWEEN BUTANO AND BIG BASIN REDWOODS STATE PARK. THE PROPERTY...

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PROTECTING LAND THROUGH ACQUISITION AND TRANSFER IN FISCAL YEAR 2025, SEMPERVIRENS ACQUIRED ONE LAND PARCEL: ANO NUEVO VISTA, 41 ACRES BETWEEN BUTANO AND BIG BASIN REDWOODS STATE PARK. THE PROPERTY INCLUDES A MOSAIC OF HABITAT TYPES FROM REDWOOD FOREST TO QUICKLY DISAPPEARING MARITIME CHAPARRAL.THIS DIVERSITY OF HABITAT TYPES SUPPORTS MANY PLANTS AND WILDLIFE WITHIN ITS BORDERS AND THROUGHOUT THE WATERSHED. TO LEARN MORE, VISIT: SEMPERVIRENS.ORG/PROTECT/REDWOOD-FORESTS/ANO-NUEVO-VISTA/ PLEASE CONTINUE TO SCHEDULE O FOR FURTHER DESCRIPTION OF THIS WORK. ACRE BY PROTECTED ACRE, AND WITH YOUR SUPPORT, WE PURCHASE, RESTORE, AND SAFEGUARD REDWOOD FORESTS IN THE SANTA CRUZ MOUNTAINS, ENSURING THEY WILL NEVER BE DEVELOPED, DEGRADED, OR DESTROYED. MUCH OF THE REMAINING REDWOOD FORESTS TO PROTECT IS PRIVATELY OWNED. WE WORK WITH WILLING SELLERS TO PURCHASE LAND AT FAIR MARKET VALUE, OFTEN TRANSFERRING THE LAND TO CALIFORNIA STATE PARKS OR OTHER LOCAL PUBLIC AGENCIES. WHEN TRANSFERING LAND TO CALIFORNIA STATE PARKS WE MAY RECEIVE PAYMENT FOR THE LAND WHICH IS BELOW ITS BOOK VALUE, WHICH RESULTS IN A WRITE-OFF FOR THE IMPAIRED BOOK VALUE OF THAT LAND. SEMPERVIRENS OWNS SIGNIFICANT CONSERVATION PROPERTIES, ON WHICH SEMPERVIRENS WORKS TO RESTORE HEALTHY FORESTS AND HEAL LANDSCAPES. SEMPERVIRENS WORKS WITH PRIVATE LANDOWNERS TO ESTABLISH CONSERVATION EASEMENTS THAT PROTECT THE NATURAL AND SCENIC RESOURCES ON THEIR FOREST LANDS, WHILE KEEPING THE PROPERTIES IN PRIVATE OWNERSHIP. THE CONSERVATION EASEMENT PROTECTS THE LAND'S RESOURCES WITHOUT BUYING FEE TITLE TO THE PROPERTY ITSELF.

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $11,829,267
Program Service Revenue $49,335
Investment Income $728,742
Other Revenue $2,610
TOTAL REVENUE $12,609,954

Expense Breakdown

Grants Paid $0
Salaries & Benefits $3,623,176
Fundraising Expenses $1,925,080
Program Expenses $5,941,416
Other Expenses $5,007,269
TOTAL EXPENSES $8,883,077

Year-over-Year Comparison

2024 2023 Change
Revenue $12,609,954 $10,963,707 +0.2%
Expenses $8,883,077 $6,678,078 +0.3%
Net Income $3,726,877 $4,285,629 -0.1%
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
13
Independent Members
13
Employees
30
Volunteers
45

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
5
$466,476
Total Directors
13
$0
Key Employees
4
$874,381
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
PETER STAPLE PRESIDENT 1.00
Officer Director
$0 $0 $0
VISHY VENUGOPALAN VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
GAGE DAYTON SECRETARY 1.00
Officer Director
$0 $0 $0
EVAN SIEGEL AUDIT CHAIR 1.00
Director
$0 $0 $0
KEVIN FLYNN DIRECTOR 1.00
Director
$0 $0 $0
DANA MCRAE DIRECTOR 1.00
Director
$0 $0 $0
PAMELA KOCH DIRECTOR 1.00
Director
$0 $0 $0
MARIMO BERK DIRECTOR 1.00
Director
$0 $0 $0
MICHAEL WATKINS DIRECTOR 1.00
Director
$0 $0 $0
JACQUELINE WENDER DIRECTOR 1.00
Director
$0 $0 $0
JUAN BENITEZ DIRECTOR 1.00
Director
$0 $0 $0
BRAD LEWIS DIRECTOR 1.00
Director
$0 $0 $0
RAJ-ANN REKHI GILL DIRECTOR 1.00
Director
$0 $0 $0
SARA BARTH EXECUTIVE DIRECTOR 40.00
Officer
$290,186 $24,845 $315,031
CLAIRE SUNSPIRAL CHIEF FINANCIAL OFFICER 40.00
Officer
$135,713 $15,732 $151,445
MICHAEL KAWALEK DEPUTY DIRECTOR 40.00
Key Emp
$228,759 $19,976 $248,735
JULIE SEELEN CHIEF OF PHILANTHROPY 40.00
Key Emp
$203,283 $29,767 $233,050
MATTHEW SHAFFER CHIEF MARKETING AND COMMUNICATIONS 40.00
Key Emp
$201,254 $19,120 $220,374
LAURA MCLENDON DIRECTOR OF CONSERVATION PLANNING 40.00
Key Emp
$150,620 $21,602 $172,222
AMANDA KRAUS DIRECTOR OF TRIBUTE & LEGACY GIVING 40.00
Highest
$131,723 $20,763 $152,486
RACHEL DANN DIRECTOR OF GOVERNMENT RELATIONS 40.00
Highest
$128,004 $16,682 $144,686
ANN BLANCHARD DIR. OF ANNUAL PHILANTHROPIC GIVING 40.00
Highest
$121,059 $15,459 $136,518
BEATRIX JIMENEZ-HELSLEY NATURAL RESOURCE MANAGER 40.00
Highest
$109,270 $15,677 $124,947
MELISA CAMBRON PEREZ FIELD OPERATIONS MANAGER 40.00
Highest
$101,544 $13,891 $115,435
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 $12,609,954 $8,883,077 $46,948,513 $3,726,877
2024 $10,963,707 $6,678,078 $43,044,840 $4,285,629
2023 $12,822,982 $16,263,251 $38,420,145 $-3,440,269
2022 $9,236,785 $6,151,100 $44,886,574 $3,085,685
2021 $11,843,679 $4,837,494 $39,697,785 $7,006,185
2020 $7,857,590 $5,423,891 $33,085,071 $2,433,699
2019 $6,475,038 $5,044,057 $31,544,991 $1,430,981
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