2026-04-14T11:50:54-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 2050 MAIN STREET SUITE 700 IRVINE CA 92614 990 2024-07-01 942155097 SEMPERVIRENS FUND SEMP 6509491453 PO BOX 1417 LOS ALTOS CA 940231417 SARA BARTH EXECUTIVE DIRECTOR 6509491453 2026-04-01 1 0 BRIAN YACKER P00401346 9492222999 2026-04-01 2024 2025-03-06 01:10:19Z SARA BARTH PO BOX 1417 LOS ALTOS CA 940231417 13552097 0 X WWW.SEMPERVIRENS.ORG X 1906 CA TO ENSURE COAST REDWOOD FORESTS IN THE SANTA CRUZ MOUNTAINS THRIVE FOR GENERATIONS TO COME. 13 13 30 45 0 0 10553307 11829267 0 49335 382957 728742 27443 2610 10963707 12609954 0 0 0 0 3252887 3623176 116885 252632 1925080 3308306 5007269 6678078 8883077 4285629 3726877 43044840 46948513 2891130 2892305 40153710 44056208 X 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. 0 0 2969358 49335 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 1601085 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 1221270 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. 149703 GIVING IN HONOR OR MEMORY SEMPERVIRENS FUND PROVIDES THE OPPORTUNITY FOR ITS SUPPORTERS TO DEDICATE A TREE OR GROVE LOCATED WITHIN SEMPERVIRENS FUND PROTECTED LANDS IN THE SANTA CRUZ MOUNTAINS, INCLUDING PARTNER-OWNED LANDS SUCH AS CALIFORNIA STATE PARKS. MAKING A LASTING TRIBUTE OR CELEBRATING A SPECIAL OCCASION AND MAKE AN IMPORTANT CONTRIBUTION TO PROTECTING THE REDWOODS FOREST AT THE SAME TIME. SEMPERVIRENS FUND HAS ENTERED INTO AN AGREEMENT WITH CALIFORNIA STATE PARKS WHEREBY SEMPERVIRENS IS PERMITTED TO OFFER THE NAMING RIGHTS TO THE TREES AND GROVES OF TREES. WE TAKE CARE OF ALL THE DETAILS AND CAN SEND A GIFT CARD TO THE PERSON YOU ARE HONORING. 149703 5941416 1 1 0 1 0 0 1 0 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 18 0 1 30 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AL AR CA CO CT DE FL GA HI KS KY LA MD ME MI MN MS NC ND NH NM NV OH OK OR PA RI SC SD UT VA WA WI WV X X X THE ORGANIZATION 6509491453 PO BOX 1417 LOS ALTOS CA 940231417 PETER STAPLE PRESIDENT 1.00 X X 0 0 0 VISHY VENUGOPALAN VICE PRESIDENT 1.00 X X 0 0 0 GAGE DAYTON SECRETARY 1.00 X X 0 0 0 EVAN SIEGEL AUDIT CHAIR 1.00 X 0 0 0 KEVIN FLYNN DIRECTOR 1.00 X 0 0 0 DANA MCRAE DIRECTOR 1.00 X 0 0 0 PAMELA KOCH DIRECTOR 1.00 X 0 0 0 MARIMO BERK DIRECTOR 1.00 X 0 0 0 MICHAEL WATKINS DIRECTOR 1.00 X 0 0 0 JACQUELINE WENDER DIRECTOR 1.00 X 0 0 0 JUAN BENITEZ DIRECTOR 1.00 X 0 0 0 BRAD LEWIS DIRECTOR 1.00 X 0 0 0 RAJ-ANN REKHI GILL DIRECTOR 1.00 X 0 0 0 SARA BARTH EXECUTIVE DIRECTOR 40.00 X 290186 0 24845 CLAIRE SUNSPIRAL CHIEF FINANCIAL OFFICER 40.00 X 135713 0 15732 MICHAEL KAWALEK DEPUTY DIRECTOR 40.00 X 228759 0 19976 JULIE SEELEN CHIEF OF PHILANTHROPY 40.00 X 203283 0 29767 MATTHEW SHAFFER CHIEF MARKETING AND COMMUNICATIONS 40.00 X 201254 0 19120 LAURA MCLENDON DIRECTOR OF CONSERVATION PLANNING 40.00 X 150620 0 21602 AMANDA KRAUS DIRECTOR OF TRIBUTE & LEGACY GIVING 40.00 X 131723 0 20763 RACHEL DANN DIRECTOR OF GOVERNMENT RELATIONS 40.00 X 128004 0 16682 ANN BLANCHARD DIR. OF ANNUAL PHILANTHROPIC GIVING 40.00 X 121059 0 15459 BEATRIX JIMENEZ-HELSLEY NATURAL RESOURCE MANAGER 40.00 X 109270 0 15677 MELISA CAMBRON PEREZ FIELD OPERATIONS MANAGER 40.00 X 101544 0 13891 1801415 0 213514 11 0 1 0 MAL WARWICK & ASSOCIATES 2550 NINTH ST SUITE 103 BERKELEY CA 94710 FUNDRAISING CONSULTING 205746 RESOURCE CONSERVATION DISTRICT OF SANTA 820 BAY AVE SUITE 136 CAPITOLA CA 95010 FOREST RESTORATION 133881 EMC COMMUNICATIONS 2445 HARPER ST SANTA CRUZ CA 95062 PUBLIC RELATIONS 113000 RANDAZZO ENTERPRISES INC 13550 BLACKIE ROAD CASTROVILLE CA 95012 DEMOLITION SERVICES 108138 JODI MCGRAW CONSULTING 262 PATRICIA LANE FREEDOM CA 95019 BIOLOGICAL CONSULTING SERVICES 105458 5 7763 11821504 1200184 11829267 LAND STEWARDSHIP 900099 49335 49335 49335 646319 646319 998664 25610 930951 10900 67713 14710 82423 82423 2902 292 2610 2610 12609954 49335 0 731352 1436993 850879 430757 155357 1737953 893627 201113 643213 103509 58288 7833 37388 136681 68785 21557 46339 208040 116658 38609 52773 103831 103831 81311 81311 149000 149000 252632 252632 8705 8705 296542 269898 24694 1950 344071 297889 4542 41640 300386 140802 29995 129589 96111 49067 21694 25350 100097 15584 84513 75779 44470 9161 22148 40600 9836 17632 13132 8544 8544 65771 30728 19795 15248 STEWARDSHIP EXPENSES 2325320 2325320 DIRECT MAIL SERVICES 466313 466313 EDUCATION AND OUTREACH 166000 166000 EVENTS EXPENSE 147472 147472 231416 194738 14670 22008 8883077 5941416 1016581 1925080 487500 299071 7594071 6401517 636409 2080337 176246 163286 2497721 60291 30974 2437430 9342952 12440062 24776688 23126810 43044840 46948513 476130 477305 2415000 2415000 2891130 2892305 X 31033540 32293349 9120170 11762859 40153710 44056208 43044840 46948513 X 3726877 124267 51354 X X 0 1 X 1 0 X 11430120 9202906 12716822 10553307 11829267 55732422 11430120 9202906 12716822 10553307 11829267 55732422 4275788 51456634 37463 42677 96604 371633 646319 1194696 27443 2610 30053 313939 303 314242 57271413 49335 0.89850 0.92170 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 102. 2021 AMOUNT: $ 303. FIRE INSURANCE PROCEEDS - 2020 AMOUNT: $ 313,837. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 149000 149000 7464864 7613864 530693 132673 0 0 430162 928215 488394 530693 2377464 3566196 9000 9000 184000 149000 351000 107541 232054 122099 132673 594367 891551 X X X 5 1550.00 0 0 0 1 1 100.00 5000 856003 24148 644858 5594 229699 814869 46728 5594 856003 787453 33010 5594 814869 1415009 -51962 570000 5594 787453 739404 900000 142969 330000 37364 1415009 0.00000 0.81174 0.18826 0 0 2415000 2415000 82721 60291 22430 2437430 CONSERVATION LAND AND EASEMENT HOLDINGS 23119811 CHARITABLE GIFT ANNUITIES 6999 23126810 X 13156608 124267 379738 51354 555359 12601249 8705 8705 12609954 9254110 379738 379738 8874372 8705 8705 8883077 PART II, LINE 9: ACQUISITIONS OF CONSERVATION, OPEN SPACE, SCENIC, TIMBER OR OTHER SUCH PERPETUALLY OBLIGATED AND ENFORCEABLE EASEMENTS SHALL BE RECORDED AS CONTRIBUTION OF EASEMENT VALUED FROM THE SELLER TO SEMPERVIRENS FUND. ONCE SUCH EASEMENTS HAVE BEEN RECEIVED AND RECORDED BY SEMPERVIRENS FUND SVF, THEIR VALUE WILL BE WRITTEN DOWN TO $1.00 WHEN EASEMENT VALUATION IS NOT ASCERTAINABLE AND NEEDS TO REFLECT THE FACT THAT THEY HAVE NO FUTURE COMMERCIAL OR OBTAINABLE VALUE. PART V, LINE 4: PERMANENTLY RESTRICTED NET ASSETS REPRESENT ENDOWMENT FUNDS, FOR WHICH THE PRINCIPAL IS TO REMAIN INTACT AND EARNINGS ARE AVAILABLE FOR USE BY SEMPERVIRENS FUND. THE BOARD OF SEMPERVIRENS FUND HAS INTERPRETED CALIFORNIA'S ADOPTION OF UPMIFA, WHICH BECAME EFFECTIVE JANUARY 1, 2009 AS REQUIRING THE PRESERVATION OF THE FAIR VALUE OF THE ORIGINAL GIFT AS OF THE GIFT DATE OF THE DONOR-RESTRICTED ENDOWMENTS ABSENT EXPLICIT DONOR STIPULATIONS TO THE CONTRARY. AS A RESULT OF THIS INTERPRETATION, SEMPERVIRENS FUND CLASSIFIES AS PERMANENTLY RESTRICTED NET ASSETS (1) THE ORIGINAL VALUE OF GIFTS DONATED TO THE PERMANENT ENDOWMENT, (2) THE ORIGINAL VALUE OF SUBSEQUENT GIFTS DONATED TO THE PERMANENT ENDOWMENT, AND (3) ADDITIONS TO THE PERMANENT ENDOWMENT IN ACCORDANCE WITH DONOR DIRECTIONS. THE REMAINING PORTION OF THE DONOR-RESTRICTED ENDOWMENT FUND THAT IS NOT CLASSIFIED IN PERMANENTLY RESTRICTED NET ASSETS BUT IS CLASSIFIED AS TEMPORARILY RESTRICTED NET ASSETS UNTIL THOSE AMOUNTS ARE APPROPRIATED FOR EXPENDITURE BY THE FUND IN A MANNER CONSISTENT WITH THE STANDARD OF PRUDENCE PRESCRIBED BY CALIFORNIA'S ENACTED VERSION OF UPMIFA. SEMPERVIRENS FUND'S ENDOWMENT CURRENTLY CONSISTS OF ONE FUND CREATED AS THE RESULT OF A BEQUEST OF $186,456 RECEIVED WITH THE STIPULATION THAT IT BE USED FOR ENDOWMENT PURPOSES WITH INCOME THEREFROM TO BE USED FOR SEMPERVIRENS FUND'S OPERATIONS. ALL INCOME EARNED ON ENDOWMENT FUND INVESTMENTS IS TREATED AS TEMPORARILY RESTRICTED UNTIL APPROPRIATED BY THE BOARD OF SEMPERVIRENS FUND. THE BOARD OF SEMPERVIRENS FUND CONSIDERS THE FOLLOWING FACTORS IN MAKING A DETERMINATION TO APPROPRIATE OR ACCUMULATE DONOR-RESTRICTED ENDOWMENT FUNDS: -THE DURATION AND PRESERVATION OF FUND. -THE PURPOSES OF FUND AND THE DONOR RESTRICTIONS. -GENERAL ECONOMIC CONDITIONS. -THE POSSIBLE EFFECTS OF INFLATION AND DEFLATION. -THE EXPECTED TOTAL RETURN FROM INCOME AND THE APPRECIATION OF INVESTMENTS. -OTHER RESOURCES OF SEMPERVIRENS FUND. -THE INVESTMENT POLICIES OF SEMPERVIRENS FUND. PART X, LINE 2: SEMPERVIRENS HAS BEEN GRANTED TAX EXEMPT STATUS UNDER SECTION 501(C)(3) BY THE INTERNAL REVENUE SERVICE (IRS) AND UNDER SECTION 23701D BY THE CALIFORNIA FRANCHISE TAX BOARD. EACH YEAR, MANAGEMENT CONSIDERS WHETHER ANY MATERIAL TAX POSITION SEMPERVIRENS HAS TAKEN IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY. MANAGEMENT BELIEVES THAT ANY POSITIONS SEMPERVIRENS HAS TAKEN ARE SUPPORTED BY SUBSTANTIAL AUTHORITY AND, HENCE, DO NOT NEED TO BE MEASURED OR DISCLOSED IN THESE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF ANNUITY BENEFIT INTEREST 51,354. X X X X X 1 MAL WARWICK & ASSOCIATES 2550 NINTH ST SUITE 103 BERKELEY CA 94710 FUNDRAISING CONSULTANT 0 1798844 268519 1530325 HERON'S NEST CONSULTING LLC 230 MATHER ST OAKLAND CA 94611 GRANT WRITER 0 42153 36081 6072 1840997 304600 1536397 AK AL AR AZ CA CO CT DE FL GA HI IA ID IN KS KY LA MD ME MI MN MS MT NC ND NE NH NM NV OH OK OR PA RI SC SD TX UT VA VT WA WI WV WY X X X 0 0 0 0 0 0 0 0 0 SARA BARTH EXECUTIVE DIRECTOR 290186 0 0 0 0 0 23189 0 1656 0 315031 0 0 0 MICHAEL KAWALEK DEPUTY DIRECTOR 228759 0 0 0 0 0 18287 0 1689 0 248735 0 0 0 JULIE SEELEN CHIEF OF PHILANTHROPY 203283 0 0 0 0 0 15559 0 14208 0 233050 0 0 0 MATTHEW SHAFFER CHIEF MARKETING AND COMMUNICATIONS 201254 0 0 0 0 0 6493 0 12627 0 220374 0 0 0 LAURA MCLENDON DIRECTOR OF CONSERVATION PLANNING 150620 0 0 0 0 0 12089 0 9513 0 172222 0 0 0 AMANDA KRAUS DIRECTOR OF TRIBUTE & LEGACY GIVING 131723 0 0 0 0 0 10613 0 10150 0 152486 0 0 0 CLAIRE SUNSPIRAL CHIEF FINANCIAL OFFICER 135713 0 0 0 0 0 7800 0 7932 0 151445 0 0 0 X 33 1200184 FMV 0 1 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION RETAINS A PROFESSIONAL CPA FIRM TO WORK CLOSELY WITH THE CHIEF FINANCIAL OFFICER TO PREPARE FORM 990. PRIOR TO FILING, THE FORM IS REVIEWED AND APPROVED BY THE AUDIT COMMITTEE, WITH COPIES TO THE FULL BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND STAFF ANNUALLY PREPARE EXECUTIVE DISCLOSURE LETTERS DESCRIBING ANY CURRENT OR PROPOSED TRANSACTIONS THAT MAY POSE A CONFLICT. THE DISCLOSURES ARE RETAINED ON FILE. THE EXECUTIVE DIRECTOR ALSO MONITORS BOARD MEMBER INVOLVEMENT WITH ANY LAND TRANSACTIONS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE EXECUTIVE DIRECTOR IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD USING EXTERNAL MARKET COMPENSATION SURVEY DATA FROM AN INDEPENDENT THIRD PARTY. EVERY THREE YEARS, A FULL SALARY AUDIT IS COMPLETED USING AN EXTERNAL SERVICE FOR ALL STAFF SALARIES, INCLUDING THE EXECUTIVE DIRECTOR. COMPENSATION FOR ALL EMPLOYEES, INCLUDING OFFICERS AND KEY EMPLOYEES, IS DETERMINED BY A COMPENSATION COMMITTEE USING EXTERNAL MARKET COMPENSATION SURVEY DATA FROM AN INDEPENDENT THIRD PARTY AS WELL AS A REVIEW OF INTERNAL SALARY EQUITY. EVERY THREE YEARS, A FULL SALARY AUDIT IS COMPLETED USING AN EXTERNAL SERVICE FOR ALL STAFF SALARIES. FORM 990, PART VI, SECTION C, LINE 19 ORGANIZATIONAL DOCUMENTS, THE CONFLICT OF INTEREST POLICY, THE MOST RECENT FINANCIAL STATEMENT, FORM 1023 AND THREE YEARS' OF FORM 990 ARE AVAILABLE FOR INSPECTION AT OUR OFFICES, OR ON OUR WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF ANNUITY BENEFIT INTEREST 51,354. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.