TRI-VALLEY CONSERVANCY

EIN: 943216468 501(c)(3) Food, Agriculture & Nutrition

LIVERMORE, CA

Total Revenue
$500,858
Total Expenses
$1,058,767
Total Assets
$24,915,292
Net Assets
$24,597,695
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Financial Trends

Organization Details

Formation Year
1994
Legal Domicile
CA
Principal Officer
MARK TRISKA
Phone
9254498706
Tax Period
2023-01-01 to 2023-12-31

TRI-VALLEY CONSERVANCY, founded in 1994, is a small nonprofit in the Food, Agriculture & Nutrition sector that reported $501K in total revenue in fiscal year 2023. Revenue fell 68% from the prior year — a significant decline worth monitoring. Expenses of $1.1M exceeded revenue, resulting in a 111% operating deficit.

Mission

TO PROMOTE ECONOMICALLY SUSTAINABLE VINEYARDS AND ORCHARDS, AN INCREASE PERMANENTLY PROTECTED, BIOLOGICALLY DIVERSE OPEN SPACES.

Program Service Accomplishments

Program 1
Expenses: $303,948 Revenue: $52,767

PROGRAM SERVICE ACCOMPLISHMENT #1LAND STEWARDSHIP - IN 2022, TVC PERFORMED STEWARDSHIP FOR, AND ANNUAL MONITORING OF, 66 EASEMENTS OVER 110 PROPERTIES. TVC CONTINUES TO IDENTIFY OPPORTUNITIES TO...

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PROGRAM SERVICE ACCOMPLISHMENT #1LAND STEWARDSHIP - IN 2022, TVC PERFORMED STEWARDSHIP FOR, AND ANNUAL MONITORING OF, 66 EASEMENTS OVER 110 PROPERTIES. TVC CONTINUES TO IDENTIFY OPPORTUNITIES TO FULFILL THE CRITICAL MISSION OF PRESERVING OPEN SPACE, SUPPORTING SUSTAINABLE AND ECONOMICALLY VIABLE AGRICULTURAL LANDS, AND THE PROTECTION OF WILDLIFE HABITATS IN THE TRI-VALLEY.

Program 2
Expenses: $580,659

PROGRAM SERVICE ACCOMPLISHMENT #2SUPPORTING A VIBRANT WINE COUNTRY - TO FURTHER INVEST IN THE REGION, TVC IS SUPPORTING THE WINE QUALITY ALLIANCE (WQA) TO ADDRESS IMPROVING OVERALL QUALITY OF...

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PROGRAM SERVICE ACCOMPLISHMENT #2SUPPORTING A VIBRANT WINE COUNTRY - TO FURTHER INVEST IN THE REGION, TVC IS SUPPORTING THE WINE QUALITY ALLIANCE (WQA) TO ADDRESS IMPROVING OVERALL QUALITY OF LIVERMORE VALLEY WINES. THE WQA CONTINUES TO WORK WITH A WINEMAKING CONSULTANT TO PROVIDE EDUCATION, EXPERT CONSULTATION AND TECHNICAL ANALYSIS TO INCREASE THE RECOGNITION AND REPUTATION OF LIVERMORE VALLEY WINES. IN 2022, TVC PROVIDED FACTUAL INFORMATION TO THE VOTERS OF LIVERMORE REGARDING THE BENEFITS OF A SEWER EXTENSION AND HOW IT WOULD PROTECT THE GROUNDWATER AND PROVIDE THE NECESSARY INFRASTRUCTURE FOR THE WINE REGION. TVC ALSO WORKED CLOSELY WITH THE ALAMEDA COUNTY PLANNING DEPARTMENT TO ADOPT NECESSARY AMENDMENTS TO THE EAST COUNTY AREA PLAN.

Program 3
Expenses: $48,261

PROGRAM SERVICE ACCOMPLISHMENT #3ENGAGING THE NEXT GENERATION - 4TH GRADE STUDENTS IN LIVERMORE AND PLEASANTON PARTICIPATED IN THE "DISCOVERY: YOUTH IN NATURE PROGRAM". THIS YOUTH EDUCATION PROGRAM...

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PROGRAM SERVICE ACCOMPLISHMENT #3ENGAGING THE NEXT GENERATION - 4TH GRADE STUDENTS IN LIVERMORE AND PLEASANTON PARTICIPATED IN THE "DISCOVERY: YOUTH IN NATURE PROGRAM". THIS YOUTH EDUCATION PROGRAM IS OFFERED AS A BLENDED LEARNING EXPERIENCE OF IN-CLASSROOM CURRICULUM AND A HALF-DAY GUIDED HIKE HOSTED AT HOLDENER PARK, A TVC PRESERVED OPEN SPACE AND TRAIL. TVC'S WEBSITE ALSO OFFERS AT-HOME LEARNING ACTIVITIES. THE YOUTH-IN-NATURE PROGRAM CONTENT ENCOURAGES STUDENTS TO EXPLORE TOPICS OF HEALTHY NATURAL RESOURCES, TYPES OF OPEN SPACE, AND WILDLIFE HABITAT PROTECTION, SPECIFIC TO THE TRI-VALLEY. THE PROGRAM OBJECTIVE IS TO EDUCATE AND CULTIVATE THE OPEN SPACE STEWARDS AND LEADERS OF TOMORROW.

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

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $110,631
Program Service Revenue $45,000
Investment Income $372,445
Other Revenue $-27,218
TOTAL REVENUE $500,858

Expense Breakdown

Grants Paid $0
Salaries & Benefits $504,533
Fundraising Expenses $34,408
Program Expenses $932,868
Other Expenses $548,094
TOTAL EXPENSES $1,058,767

Year-over-Year Comparison

2023 2022 Change
Revenue $500,858 $1,568,413 -0.7%
Expenses $1,058,767 $810,365 +0.3%
Net Income $-557,909 $758,048 -1.7%
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
12
Independent Members
12
Employees
5
Volunteers
10

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
$107,443
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LORI SOUZA BOARD CHAIR-TERMED OUT 12/31/23 10.00
Officer Director
$0 $0 $0
KEVIN BASKIN VICE CHAIR (LEFT FEBRUARY 2024) 10.00
Officer Director
$0 $0 $0
JENNIFER YEAMANS TREASURER 10.00
Officer Director
$0 $0 $0
SBLEND SBLENDORIO SECRETARY 4.00
Officer Director
$0 $0 $0
SCOTT AKIN DIRECTOR 4.00
Director
$0 $0 $0
LOU ASTBURY DIRECTOR 4.00
Director
$0 $0 $0
DAVID BEST DIRECTOR 4.00
Director
$0 $0 $0
JAMES FOLTA DIRECTOR 4.00
Director
$0 $0 $0
DAVID KENT DIRECTOR 4.00
Director
$0 $0 $0
TAMMY REUS DIRECTOR 4.00
Director
$0 $0 $0
CYNTHIA ROSS DIRECTOR 4.00
Director
$0 $0 $0
MARK TRISKA BOARD CHAIR-EFFECTIVE 1/1/24 (MEMBER PRIOR) 4.00
Director
$0 $0 $0
JENNIFER TAGGART INTERIM EXECUTIVE DIRECTOR 40.00
Officer
$107,443 $0 $107,443
DAVID EPSTEIN EXECUTIVE DIRECTOR (LEFT NOVEMBER 2023) 40.00
$147,125 $0 $147,125
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
2023 $500,858 $1,058,767 $24,915,292 $-557,909
2022 $1,568,413 $810,365 $23,013,559 $758,048
2021 $5,933,977 $954,764 $27,047,088 $4,979,213
2020 $2,359,350 $820,544 $24,583,348 $1,538,806
2019 $2,139,206 $1,602,056 $20,845,173 $537,150
2018 $2,252,521 $833,690 $17,958,953 $1,418,831
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