2025-09-17T07:08:48-05:00 2024-12-31 853893874 PUZDRAK AND STORTZ LLC 11754 JOLLYVILLE RD STE 102 AUSTIN TX 78759 990 2024-01-01 680256214 SACRAMENTO VALLEY CONSERVANCY SACR 9167318798 PO BOX 163351 SACRAMENTO CA 95816 KELLY HOPKINS EXECUTIVE DIRECTOR 9167318798 2025-09-16 1 1 MARK PUZDRAK CPA P01296839 5128272900 2025-09-16 X 2024 2025-03-06 01:10:19Z KELLY HOPKINS PO BOX 163351 SACRAMENTO CA 95816 3488078 0 X WWW.SACRAMENTOVALLEYCONSERVANCY.ORG X 1990 CA THE PRIMARY PURPOSE OF THE ORGANIZATION IS THE PRESERVATION, PROTECTION, AQUISITION, AND/ OR ENHANCEMENT OF LAND IN ITS NATURAL, SCENIC, HISTORICAL, AGRICULTURAL, FORESTED AND OPEN SPACE CONDITION IN THE GREATER SACRAMENTO VALLEY CALIFORNIA AREA. 11 11 10 218 0 0 567386 1568695 233971 297640 1518738 1206814 463302 405696 2783397 3478845 0 0 0 0 478174 542244 0 0 63989 520945 721041 999119 1263285 1784278 2215560 25752858 28890606 8505257 9427445 17247601 19463161 X THE PRIMARY PURPOSE OF THE ORGANIZATION IS THE PRESERVATION, PROTECTION, AQUISITION, AND/ OR ENHANCEMENT OF LAND IN ITS NATURAL, SCENIC, HISTORICAL, AGRICULTURAL, FORESTED AND OPEN SPACE CONDITION IN THE GREATER SACRAMENTO VALLEY CALIFORNIA AREA. 0 0 1026765 IN 2024, SVC COMPLETED 11 NEW CONSERVATION PROJECTS, PERMANENTLY PROTECTING 1,292 ACRES OF RIPARIAN, VERNAL POOL, AND GRASSLAND HABITATS. THE SUCCESSFUL CLOSING OF THESE PROJECTS RESULTED IN THE ADDITION OF EIGHT NEW CONSERVATION EASEMENTS AND THE ASSUMPTION OF LONG-TERM MANAGEMENT RESPONSIBILITY FOR THREE PROPERTIES. THIS WORK IMPROVES FLOOD RESILIENCY IN THE SACRAMENTO VALLEY AND SOUTH YUBA COUNTY, WHILE SUPPORTING LOCAL AGRICULTURE.THE CONSERVANCY SECURED UP TO $2,650,000 THROUGH THE CALIFORNIA DEPARTMENT OF CONSERVATION'S SUSTAINABLE LAND CONSERVATION GRANT, WITH $150,000 IN MATCHING FUNDS FROM SAC SEWER, TO FUND THE PURCHASE OF A CONSERVATION EASEMENT ON A 190-ACRE AGRICULTURAL AND RIPARIAN PROPERTY IN THE VINEYARD AREA OF SACRAMENTO COUNTY.THE CONSERVANCY FORMALLY ENTERED INTO LONG-TERM MANAGEMENT AGREEMENTS WITH THE SOUTH SACRAMENTO CONSERVANCY AGENCY (SSCA) FOR TWO PRESERVES, THEREBY ESTABLISHING THE CONSERVANCY AS THE PRIMARY ORGANIZATION FOR LAND MANAGEMENT PRACTICES WITHIN THE SOUTH SACRAMENTO HABITAT CONSERVATION PLAN AREA. ADDITIONALLY, AS A CONSULTANT, THE CONSERVANCY WILL DEVELOP SIX LONG-TERM MANAGEMENT PLANS FOR PRE-DEDICATED PRESERVES WHICH THE SSCA HOLDS IN FEE TITLE. 1026765 1 1 0 0 0 0 1 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 10 0 10 1 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X SACRAMENTO VALLEY CONSERVANCY 9167318798 PO BOX 163351 SACRAMENTO CA 95816 JENN PHILLIPS CO PRESIDENT 2.00 X X 0 0 0 ELISE FANDRICH CO PRESIDENT 2.50 X X 0 0 0 KATE HART SECRETARY 2.50 X X 0 0 0 LISA LIMCACO TREASURER 2.50 X X 0 0 0 AMANDA BOHL TRUSTEE 0.50 X 0 0 0 ROB DONLAN TRUSTEE 0.50 X 0 0 0 CURTIS FOSSUM TRUSTEE 3.00 X 0 0 0 CASSIE GILSON TRUSTEE 0.50 X 0 0 0 KAREN KAYFETZ TRUSTEE 3.00 X 0 0 0 JAY ZIEGLER TRUSTEE 3.00 X 0 0 0 LEO WINTERNITZ TRUSTEE 3.00 X 0 0 0 KELLY HOPKINS EXECUTIVE DIRECTOR 40.00 X 89332 0 0 89332 0 0 0 0 0 0 0 282460 1286235 15650 1568695 LAND ADMIN FEES 531310 297640 297640 297640 1206814 1206814 130457 9233 121224 121224 AGRICULTURAL LEASING 531190 276298 276298 OTHER INCOME 531190 8174 8174 284472 3478845 297640 0 1612510 89332 66737 17835 4760 388846 290492 77634 20720 64066 47722 12997 3347 251727 231381 18615 1731 9466 3804 5662 15361 10118 4675 568 4718 2733 1756 229 148801 138159 9261 1381 57410 50650 3681 3079 PROPERTY MANAGEMENT 126643 122390 4147 106 LAND ACQUISITIONS 31488 31488 MISCELLANEOUS 28235 16818 5563 5854 PRINTING AND PUBLICATIO 19335 1025 3821 14489 27857 13248 6884 7725 1263285 1026765 172531 63989 509351 918690 50352 133737 52953 50809 4683026 651449 3710167 4031577 21385256 23723321 44779 32472 25752858 28890606 72081 312667 31326 31327 8401850 9083451 8505257 9427445 X 4401824 4554268 12845777 14908893 17247601 19463161 25752858 28890606 2215560 0 X 0 1 X 1 0 X 1129376 2161219 818360 567386 1568695 6245036 1129376 2161219 818360 567386 1568695 6245036 6245036 418636 803164 443458 233971 297640 2196869 257903 309953 341803 463302 405696 1778657 10220562 0.61100 0.57020 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2020 AMOUNT: $ 9,024. 2022 AMOUNT: $ 4,003. 2023 AMOUNT: $ 7,188. 2024 AMOUNT: $ 8,174. SPECIAL EVENTS - 2020 AMOUNT: $ 35,893. 2021 AMOUNT: $ 55,629. 2022 AMOUNT: $ 83,679. 2023 AMOUNT: $ 119,119. 2024 AMOUNT: $ 121,224. AGRICULTURAL INCOME - 2020 AMOUNT: $ 212,986. 2021 AMOUNT: $ 254,324. 2022 AMOUNT: $ 254,121. 2023 AMOUNT: $ 336,995. 2024 AMOUNT: $ 276,298. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 53 11229.20 1 1 12450689 0 1151608 1432583 521075 11648639 11647713 18240 1235021 143506 306779 12450689 16138982 31920 -3760100 491159 271930 11647713 16505614 4560 1661876 1646573 386495 16138982 15166857 5780 2771127 899793 538357 16505614 0 0 1924474 1924474 2078873 535835 1543038 245375 115614 129761 434304 434304 4031577 REFUNDABLE ADVANCES 9320 OPERATING LEASE LIABILITIES 34867 FUNDS HELD FOR OTHERS 9039264 9083451 X 3478845 0 3478845 0 3478845 1263285 0 1263285 0 1263285 PART II, LINE 9: CONSERVATION EASEMENTS REPRESENT RIGHTS TO RESTRICT THE USE OF AND ACCESS TO CERTAIN PROPERTIES AND ARE CARRIED AT $1 EACH IN THE CONSERVANCY'S STATEMENT OF FINANCIAL POSITION BECAUSE THEY ARE NOT SALABLE ASSETS. THE TEXT OF THE DISCLOSURE REGARDING SIGNIFICANT ACCOUNTING POLICIES FROM THE AUDITED FINANCIAL STATEMENTS IS AS FOLLOWS: LAND HELD FOR CONSERVATION PURPOSES, CONSERVATION EASEMENTS AND HELD FOR RESALE: LAND OWNED BY THE CONSERVANCY HELD FOR CONSERVATION PURPOSES IS VALUED AT THE LESSER OF THE PURCHASE PRICE OR THE COUNTY ASSESSOR'S ASSESSED VALUE AS DETERMINED AFTER THE CLOSE OF ESCROW. LAND ACQUIRED AND SUBSEQUENTLY DEEDED TO OTHERS IS RECORDED AS AN EXPENSE IN THE STATEMENT OF ACTIVITIES. CONSERVATION EASEMENTS REPRESENT RIGHTS TO RESTRICT THE USE OF AND ACCESS TO CERTAIN PROPERTIES AND ARE CARRIED AT $1 EACH IN THE CONSERVANCY'S STATEMENT OF FINANCIAL POSITION BECAUSE THEY ARE NOT SALABLE ASSETS. LAND HELD FOR RESALE IS VALUED AT THE LOWER OF COST OR MARKET, WHERE MARKET REPRESENTS THE EXPECTED SALES PRICE. PART V, LINE 4: ENDOWMENT FUNDS ARE HELD FOR THE SOLE PURPOSE OF FULFILLING THE CONSERVANCY'S OBLIGATIONS UNDER CONSERVATION EASEMENTS AND OWNED PROPERTY. PART X, LINE 2: THE PREPARATION OF FINANCIAL STATEMENTS IN CONFORMITY WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES THE CONSERVANCY TO REPORT INFORMATION REGARDING ITS EXPOSURE TO VARIOUS TAX POSITIONS TAKEN BY THE CONSERVANCY. THE CONSERVANCY HAS DETERMINED WHETHER ANY TAX POSITIONS HAVE MET THE RECOGNITION THRESHOLD AND HAVE MEASURED THE EXPOSURE TO THOSE TAX POSITIONS. MANAGEMENT BELIEVES THAT THE CONSERVANCY HAS ADEQUATELY ADDRESSED ALL RELEVANT TAX POSITIONS AND THAT THERE ARE NO UNRECORDED TAX LIABILITIES. FEDERAL AND STATE TAX AUTHORITIES GENERALLY HAVE THE RIGHT TO EXAMINE AND AUDIT THE PREVIOUS THREE YEARS OF TAX RETURNS FILED. ANY INTEREST OR PENALTIES ASSESSED TO THE CONSERVANCY ARE RECORDED IN OPERATING EXPENSES. NO INTEREST OR PENALTIES FROM FEDERAL OR STATE TAX AUTHORITIES WERE RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. X X X X X X X VARIOUS EVENTS 130457 130457 9233 130457 130457 9233 9233 121224 FORM 990, PART VI, SECTION B, LINE 11B THE CONSERVANCY'S FORM 990 IS PREPARED BY AN INDEPENDENT PUBLIC ACCOUNTING FIRM AND REVIEWED BY THE EXECUTIVE DIRECTOR, ADMINISTRATIVE DIRECTOR AND THE BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER IS REQUIRED TO FOLLOW THE RESPONSIBILITIES AND OBLIGATIONS SET OUT IN THE CONFLICT OF INTEREST POLICY INCLUDING, A) DISCLOSING TO THE BOARD THE EXISTENCE OF ANY REAL OR APPARENT CONFLICT OF INTEREST; B) ABSTAIN FROM BOARD OR COMMITTEE DISCUSSIONS; C) ABSTAIN FROM VOTING ON THE CONFLICTING ISSUE AND D) TAKE A TEMPORARY LEAVE OR ABSENCE FROM THE BOARD UNTIL THE CONFLICTING ISSUE HAS PASSED. FORM 990, PART VI, SECTION B, LINE 15 A COMMITTEE OF THE BOARD REVIEWS, EVALUATES AND APPROVES THE COMPENSATION OF THE EXECUTIVE DIRECTOR ANNUALLY BASED ON SIMILAR POSITIONS AND SERVICES IN THE INDUSTRY AND AREA. FORM 990, PART VI, SECTION C, LINE 19 THE CONSERVANCY'S GOVERNING DOCUMENTS, POLICIES, AUDITED FINANCIAL STATEMENTS AND EXEMPT ORGANIZATION TAX RETURNS ARE MADE AVAILABLE UPON REQUEST.