2025-09-05T11:15:56-05:00 2023-12-31 853893874 PUZDRAK AND STORTZ LLC 11754 JOLLYVILLE RD STE 102 AUSTIN TX 78759 990 2023-01-01 680256214 SACRAMENTO VALLEY CONSERVANCY SACR 9167318798 PO BOX 163351 SACRAMENTO CA 95816 KELLY HOPKINS EXECUTIVE DIRECTOR 9167318798 2025-09-04 1 1 MARK PUZDRAK CPA P01296839 5128272900 2025-08-06 X 2023 2025-03-06 01:10:19Z X KELLY HOPKINS PO BOX 163351 SACRAMENTO CA 95816 2790359 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 10 276 0 0 818360 567386 368150 233971 31160 1518738 341803 463302 1559473 2783397 0 0 0 0 424615 478174 0 0 46078 674461 520945 1099076 999119 460397 1784278 23136593 25752858 249518 8505257 22887075 17247601 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 791174 IN 2022 THE CONSERVANCY SUCCESSFULLY RECORDED THE BEAR RIVER PRESERVE, A 618-ACRE PRESERVE IN YUBA AND SUTTER COUNTIES AND AMENDED THE ALDER CREEK CONSERVATION EASEMENT IN SACRAMENTO COUNTY TO ADD 3.5 ACRES OF HABITAT FOR VALLEY ELDERBERRY LONGHORN BEETLE. THE CONSERVANCY SECURED $250,000 FOR A 3-YEAR GRANT FROM THE DEPARTMENT OF CONSERVATION TO SUPPORT PLANNING THROUGH THE SUSTAINABLE LAND CONSERVATION PROGRAM AS WELL AS A $3.5 M GRANT FOR ACCESS IMPROVEMENTS FOR CAMP POLLOCK THROUGH THE LOWER AMERICAN RIVER PARKWAY PUBLIC ACCESS IMPROVEMENTS PROJECTS. IN ADDITION, THE CONSERVANCY CONTINUED ITS MAINTENANCE AND STEWARDSHIP OF THE VARIOUS CONSERVATION EASEMENTS AND PROPERTIES IT HOLDS IN PERPETUITY. 791174 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 92336 0 0 92336 0 0 0 0 0 0 0 285525 281861 5160 567386 LAND ADMIN FEES 531310 233971 233971 233971 1518738 1518738 126081 6962 119119 119119 AGRICULTURAL LEASING 531190 336995 336995 OTHER INCOME 531190 7188 7188 344183 2783397 233971 0 1982040 92336 71344 16327 4665 331836 256396 58676 16764 54002 40687 10691 2624 137587 115575 21411 601 7922 2822 4842 258 14375 7752 6246 377 7006 4771 1916 319 124298 113867 9191 1240 50595 27347 21749 1499 PROPERTY MANAGEMENT 111181 110621 479 81 MISCELLANEOUS 34786 23081 5090 6615 PRINTING AND PUBLICATIO 6706 619 0 6087 TELEPHONE 6184 2890 3174 120 20305 13402 2075 4828 999119 791174 161867 46078 1014168 509351 80681 50352 37783 52953 4212812 502645 3462897 3710167 18484333 21385256 56731 44779 23136593 25752858 63747 72081 69891 31326 115880 8401850 249518 8505257 X 3707534 4401824 19179541 12845777 22887075 17247601 23136593 25752858 1784278 -7423752 0 X 0 1 X 1 0 X 833424 1129376 2161219 818360 567386 5509765 833424 1129376 2161219 818360 567386 5509765 5509765 538464 418636 803164 443458 233971 2437693 342459 257903 309953 341803 463302 1715420 9662878 0.57020 0.62160 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2019 AMOUNT: $ 59,636. 2020 AMOUNT: $ 9,024. 2022 AMOUNT: $ 4,003. 2023 AMOUNT: $ 7,188. SPECIAL EVENTS - 2019 AMOUNT: $ 39,759. 2020 AMOUNT: $ 35,893. 2021 AMOUNT: $ 55,629. 2022 AMOUNT: $ 83,679. 2023 AMOUNT: $ 119,119. AGRICULTURAL INCOME - 2019 AMOUNT: $ 243,064. 2020 AMOUNT: $ 212,986. 2021 AMOUNT: $ 254,324. 2022 AMOUNT: $ 254,121. 2023 AMOUNT: $ 336,995. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 49 9579.00 1 1 11647713 18240 2233325 143506 397558 13358214 16138982 31920 -3760100 491159 271930 11647713 16505614 4560 1661876 1646573 386495 16138982 15166857 5780 2771127 899793 538357 16505614 13650401 167573 2661288 693644 618761 15166857 0 0 1924474 1924474 1878593 422784 1455809 236393 79864 156529 173355 173355 3710167 REFUNDABLE ADVANCES 18787 OPERATING LEASE LIABILITIES 47407 FUNDS HELD FOR OTHERS 8335656 8401850 X 2783397 0 2783397 0 2783397 999119 0 999119 0 999119 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 126081 126081 6962 126081 126081 6962 6962 119119 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.