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Nonprofit · EIN 33-0878633

CRYSTAL COVE CONSERVANCY

Tax-exempt · NEWPORT COAST, CA 92657

Financials

$16.2M$12M2023$3.9M$4.3M2024
Revenue Expenses · by fiscal year end
Financials of CRYSTAL COVE CONSERVANCY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$3,937,630$4,291,771-$354,141$10,910,308$622,845$10,287,463
June 30, 2024990 (amended)$16,248,061$12,001,905$4,246,156$13,712,044$3,256,959$10,455,085
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$3,513,549
of which government grants
$1,705,134
Membership dues
$150,706
Program service revenue
$150,000
Investment income
$103,457
Net income from fundraising events
-$301,778
Net income from gaming
$27,779
Net income from sales of inventory
$444,623
Other revenue
$170,624

Expenses

Grants and similar amounts paid
$1,478,129
Compensation of officers, directors and key employees
$500,451
Other salaries and wages
$1,063,348
Salaries, compensation and benefits (total)
$1,882,894
Professional fundraising fees
$0
Legal fees
$35,870
Accounting fees
$38,491
Occupancy
$18,519
Travel
$38,028
Depreciation
$18,921
Program services (functional)
$3,330,407
Management and general (functional)
$446,416
Fundraising (functional)
$514,948

Balance sheet and other

Total assets, start of year
$13,712,044
Total assets, end of year
$10,910,308
Total liabilities, end of year
$622,845
Net assets, end of year
$10,287,463
Land, buildings and equipment
$55,417
Publicly traded securities
$2,594,333
Net assets without donor restrictions
$4,594,003
Net assets with donor restrictions
$5,693,460
Gross receipts
$4,590,128
Employees
38
Volunteers
175
Year formed
1999
State of legal domicile
CA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
SHANNON KATE WHEELERPRESIDENT/CEO
Officer
40$281,667$0$7,892
HALLIE JONESVICE PRESIDENT
Officer
40$204,909$0$5,983
REX AUSTIN BARROWCHIEF OF OPERATIONS (UNTIL 10/2024)
Highest-paid employee
40$0$196,404$11,214
LAUREN BORDAGESDIRECTOR OF ADVANCEMENT
Highest-paid employee
40$102,757$0$2,750
LESLIE ANN 'TEDDIE' RAYCHAIR
Trustee or director, Officer
1$0$0$0
CYD SWERDLOWEAC CHAIR
Trustee or director, Officer
1$0$0$0
STEVE ZOTOVICHIAC CHAIR
Trustee or director, Officer
1$0$0$0
ERIC SMYTHVICE CHAIR
Trustee or director, Officer
1$0$0$0
CALEB SILSBYTREASURER
Trustee or director, Officer
1$0$0$0
NATE CHIAVERINISECRETARY
Trustee or director, Officer
1$0$0$0
ALAN BEDEKARDIRECTOR
Trustee or director
1$0$0$0
ANIE AKLIAN ROBINSONDIRECTOR
Trustee or director
1$0$0$0
GAVIN HERBERTDIRECTOR
Trustee or director
1$0$0$0
GERALD SCHECKDIRECTOR
Trustee or director
1$0$0$0
GLENN BOZARTHDIRECTOR
Trustee or director
1$0$0$0
12 more people on this return
NameTitleHours / weekCompensation
JEFF COLEDIRECTOR
Trustee or director
1$0
LAURA DAVICKDIRECTOR
Trustee or director
1$0
MARA MURRAYDIRECTOR
Trustee or director
1$0
SARA LOWELLDIRECTOR
Trustee or director
1$0
STEPHANIE QUESADADIRECTOR
Trustee or director
1$0
AL BENNETTDIRECTOR
Trustee or director
1$0
DOUG LE BONDIRECTOR
Trustee or director
1$0
RICHARD SWINNEYDIRECTOR
Trustee or director
1$0
SHELLEY THUNENDIRECTOR
Trustee or director
1$0
AVI GARBOWDIRECTOR
Trustee or director
1$0
DIANA LU EVANSDIRECTOR
Trustee or director
1$0
MAGNUS EGERSTEDTDIRECTOR
Trustee or director
1$0
990 for the year ended June 30, 2024: 25 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
SHANNON KATE WHEELERPRESIDENT/CEO
Officer
40$240,700$0$9,798
REX AUSTIN BARROWCHIEF OF OPERATIONS
Highest-paid employee
40$0$164,247$19,139
CINDY OTTODIRECTOR OF ADVANCEMENT
Highest-paid employee
40$102,138$0$17,654
HALLIE JONESVICE PRESIDENT
Officer
40$49,725$0$2,374
LESLIE ANN 'TEDDIE' RAYCHAIR
Trustee or director, Officer
1$0$0$0
DOUG LE BONVICE CHAIR
Trustee or director, Officer
1$0$0$0
RICHARD SWINNEYSECRETARY
Trustee or director, Officer
1$0$0$0
ERIC SMYTHTREASURER
Trustee or director, Officer
1$0$0$0
ALAN BEDEKARDIRECTOR
Trustee or director
1$0$0$0
ANIE AKLIAN ROBINSONDIRECTOR
Trustee or director
1$0$0$0
CALEB SILSBYDIRECTOR
Trustee or director
1$0$0$0
CYD SWERDLOWDIRECTOR
Trustee or director
1$0$0$0
GAVIN HERBERTDIRECTOR
Trustee or director
1$0$0$0
GERALD F SCHECKDIRECTOR
Trustee or director
1$0$0$0
GLENN BOZARTHDIRECTOR
Trustee or director
1$0$0$0
JEFFREY COLEDIRECTOR
Trustee or director
1$0$0$0
LAURA DAVICKDIRECTOR
Trustee or director
1$0$0$0
MAGNUS EGERSTEDTDIRECTOR
Trustee or director
1$0$0$0
MARA MURRAYDIRECTOR
Trustee or director
1$0$0$0
SARA LOWELLDIRECTOR
Trustee or director
1$0$0$0
STEPHANIE QUESADADIRECTOR
Trustee or director
1$0$0$0
STEPHEN ZOTOVICHDIRECTOR
Trustee or director
1$0$0$0
NATHAN CHIAVERINIDIRECTOR
Trustee or director
1$0$0$0
AL BENNETTDIRECTOR
Trustee or director
1$0$0$0
SHELLEY THUNENDIRECTOR
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
5 CRYSTAL CV, NEWPORT COAST, CA 92657-2123
In care of
% LAURA DAVICK
Principal officer (990 for 2024)
SHANNON KATE WHEELER, 35 CRYSTAL COVE, NEWPORT COAST, CA 92657
Signed the 990
SHANNON KATE WHEELER, PRESIDENT & CEO
Phone
(949) 497-6302
Return prepared by
WINDES INC

Mission

TO PROMOTE EDUCATIONAL AND INTERPRETATIVE ACTIVITIES OF THE CALIFORNIA STATE PARK SYSTEM AT CRYSTAL COVE STATE PARK, SUPPORT SCIENTIFIC STUDIES, CONTINUE RESTORATION OF THE HISTORIC DISTRICT BUILDINGS AND PRESENTATION OF THESE SUBJECTS TO THE PUBLIC.

990 for the year ended June 30, 2025

Program accomplishments

  • RESTORE:LOCATED ON THE HISTORIC UNCEDED LANDS AND WATERS OF THE ACJACHEMEN AND TONGVA TRIBAL NATIONS, CRYSTAL COVE STATE PARK COMPRISES 400 ACRES OF COASTAL BLUFF HABITAT, 3.2 MILES OF MOSTLY UNDEVELOPED BEACHES, 2400 ACRES OF BACKCOUNTRY HABITAT, AN 1100-ACRE OFFSHORE MARINE PROTECTED AREA, AND A 12-ACRE HISTORIC DISTRICT LISTED ON THE NATIONAL REGISTER OF HISTORIC PLACES. AS PART OF ITS MISSION AS THE NONPROFIT PARTNER TO CRYSTAL COVE STATE PARK, CRYSTAL COVE CONSERVANCY (THE CONSERVANCY) HAS RESTORED 41 OF THE 46 HISTORIC STRUCTURES IN THE PARK - AN ENCLAVE OF 45 BEACH COTTAGES AND A WORLD WAR II ERA JAPANESE LANGUAGE SCHOOL IN THE PARK'S HISTORIC DISTRICT. THE FINAL RESTORATION OF 5 REMAINING UNRESTORED BEACHFRONT COTTAGES ON THE NORTH BEACH OF CRYSTAL COVE IS CURRENTLY UNDERWAY AND PRIMARILY FUNDED. THE COMPLETION OF THE NORTH BEACH COTTAGES WILL SIGNIFICANTLY EXPAND PUBLIC ACCESS TO ONE OF CALIFORNIA'S TOP COASTAL DESTINATIONS AND WILL DOUBLE THE CAPACITY OF THE PARK FOR OVERNIGHT VISITORS. CRYSTAL COVE STATE PARK CURRENTLY WELCOMES MORE THAN 2 MILLION VISITORS EACH YEAR. THE UNIQUE PARTNERSHIP BETWEEN CALIFORNIA STATE PARKS DISTRICT TO MAINTAIN THE FRAGILE HISTORIC STRUCTURES. ONCE THE NORTH BEACH PROJECT IS COMPLETE AND THE REMAINING COTTAGES ARE ADDED TO THE OVERNIGHT RENTAL POOL, THE ENTERPRISE WILL CREATE A SUSTAINABLE EARNED REVENUE STREAM TO ALSO HELP FUND IMPORTANT K-12 STEM EDUCATION PROGRAMS AND CRITICAL HABITAT RESTORATION WORK IN THE BACKCOUNTRY - ALL WHILE KEEPING RENTAL RATES FROM $53/NIGHT IN A DORM-STYLE ACCOMMODATIONS TO $338/NIGHT FOR AN OCEAN FRONT COTTAGE THAT SLEEPS UP TO 10 PEOPLE. THE CONSERVANCY IS NEARLY THROUGH THE RESTORATION OF THE REMAINING COTTAGES ON THE NORTH BEACH. WITH ALL INFRASTRUCTURE IMPROVEMENTS NOW COMPLETE, INCLUDING THE INSTALLATION OF 17 RETAINING WALLS, NEW LIFT STATIONS, MODERN UTILITIES AND A 650-FOOT-LONG ADA ACCESSIBLE BOARDWALK AND SERVICE PATH, WHICH SIGNIFICANTLY EXPANDS ADA ACCESS TO THE HISTORIC DISTRICT AND THE BEACH, RESTORATION IS UNDERWAY ON THE LAST FOUR UNRESTORED STRUCTURES. THE FINISHED COTTAGES HAVE BEEN OPENED TO THE PUBLIC AS LOWER-COST OVERNIGHT RENTALS. AS BOTH THE CONTRACTED NONPROFIT PARTNER AND CONTRACTED CONCESSIONAIRE IN THE PARK, THE CONSERVANCY IS IN A UNIQUE POSITION TO LEVERAGE REVENUES CREATED BY THE OVERNIGHT COTTAGE RENTALS AND FOOD SERVICE OPERATION IN THE PARK TO SUPPORT IMPORTANT STEM EDUCATION PROGRAMS AND UNDERSERVED STUDENTS - ALL GROUNDED IN ONGOING ECOLOGICAL RESEARCH AND HABITAT RESTORATION WORK IN THE BACKCOUNTRY, THE BEACHES AND IN THE OFFSHORE MARINE PROTECTED AREA.
    Expenses $1,478,129 · grants $1,478,129 · revenue $150,000
  • EDUCATE:THE CONSERVANCY'S UNIQUE VALUE PROPOSITION HOLDS THE CRITICAL IMPORTANCE OF EQUIPPING YOUNG PEOPLE FOR THE ENVIRONMENTAL CHALLENGES OF TOMORROW AT ITS CORE AND ACKNOWLEDGES THAT THE BEST WAY TO LEARN SCIENCE IS BY DOING SCIENCE: TEACH STUDENTS WHILE THEY EXPLORE REAL WORLD PROBLEMS IN REAL CONTEXTS ALONGSIDE REAL SCIENTISTS AND ENGINEERS. CURRENTLY, THE CONSERVANCY'S STEM (SCIENCE, TECHNOLOGY, ENGINEERING, MATHEMATICS) EDUCATION PROGRAMS ENGAGE MORE THAN 6,785 K-12 STUDENTS FROM 76 SCHOOLS IN 2 STATES IN REAL CONSERVATION WORK IS HELPING FURTHER UNDERSTANDING OF HOW CRYSTAL COVE AND PROTECTED LANDS AND WATER ARE BEING IMPACTED BY ACCELERATING CLIMATE CHANGE AND HUMAN IMPACTS. MORE THAN 65% OF PARTICIPANTS COME FROM TITLE 1 SCHOOLS. THE CONSERVANCY'S EDUCATION PROGRAMS LEVERAGE A CLOSE PARTNERSHIP WITH CALIFORNIA STATE PARKS' NATURAL RESOURCES TEAM AND UNIVERSITY OF CALIFORNIA, IRVINE RESEARCHERS AND FACULTY TO CONNECT CLASSROOM LEARNING TO REAL-WORLD ECOLOGICAL INVESTIGATIONS. STUDENTS WHO PARTICIPATE IN OUR PROGRAMS WORK ALONGSIDE STATE PARK LAND MANAGERS AND UNIVERSITY SCIENTISTS TO ANALYZE AND SOLVE REAL-WORLD CONSERVATION PROBLEMS. CONSERVANCY PROGRAMS, DEVELOPED IN ALIGNMENT WITH NEXT GENERATION SCIENCE STANDARDS PAIR AS MANY AS 10 CLASSROOM LESSONS WITH FIELD EXPERIENCE IN THE PARK. BY WORKING WITH MULTIPLE GRADE LEVELS AT THE SAME SCHOOLS, THE CONSERVANCY'S STEM EDUCATION PROGRAMS HAVE CREATED A LEARNING LADDER THAT TAKES YOUNG SCIENTISTS FROM THEIR EARLIEST SCHOOL DAYS THROUGH UNIVERSITY INTERNSHIPS AND INTO CAREERS IN SCIENCE. RECENTLY WE'VE ADDED ADDITIONAL RUNGS TO OUR LEARNING LADDER WITH THE DEVELOPMENT OF A LOWER-ELEMENTARY ENGINEERING PROGRAM, THE TROUBLE WITH TRASH WHICH ENGAGES KINDERGARTEN, FIRST, AND SECOND-GRADERS IN AN EXPLORATION OF THE IMPACTS OF MARINE PLASTICS AND ALLOWS THEM TO CONSIDER SOLUTIONS TO MITIGATE THE PROBLEM. A HIGH SCHOOL-LEVEL FIRE ECOLOGY INTERNSHIP ADDS EXTENDS THE LADDER, ADDING A RUNG AT THE TOP THAT CAN LAUNCH STUDENTS INTO SUCCESSFUL COLLEGE EXPERIENCES IN STEM. THE ADDITION OF A NEW PAID NATURAL RESOURCES INTERNSHIP FOR UNIVERSITY STUDENTS FURTHER SUPPORTS THE AMBITIONS OF YOUNG PEOPLE LOOKING TO ENTER STEM FIELDS.
    Expenses $1,253,762
  • PROTECT:CRYSTAL COVE STATE PARK IS PART OF AN INTERCONNECTED LANDSCAPE. WHILE THE BOUNDARIES THAT DEFINE IT ARE INVISIBLE TO THE PLANTS AND ANIMALS THAT LIVE HERE, HOW WE MANAGE THE LAND WITHIN THOSE BOUNDARIES HAS IMPACT FAR BEYOND ITS BORDERS. THE PARK IS ONE OF THE LAST REMAINING UNDEVELOPED STRETCHES ALONG ORANGE COUNTY'S COASTLINE AND INCLUDES RIPARIAN AND OAK WOODLAND HABITATS, AS WELL AS A ROCKY INTERTIDAL ZONE AND A TRANSIENT KELP FOREST IN THE OFFSHORE UNDERWATER PARK. THESE PROJECTED ECOSYSTEMS ARE PART OF THE LARGER SOUTH COAST WILDERNESS OPEN SPACE, WHICH STRETCHES TO LAGUNA COAST WILDERNESS PARK AND CITY OF IRVINE OPEN SPACE. CRYSTAL COVE STATE PARK IS ALSO DESIGNATED AS PUBLIC CONSERVATION LAND ON THE ORANGE COUNTY GREEN VISION MAP AND IS AN ENROLLED PROPERTY WITHIN THE NATURAL COMMUNITIES CONSERVATION PLAN/HABITAT CONSERVATION PLAN (NCCP/HCP) FOR CENTRAL COASTAL ORANGE COUNTY. CRYSTAL COVE STATE PARK IS A CRITICALLY IMPORTANT PLACE BECAUSE IT CONTAINS RARE AND ENDEMIC ECOSYSTEMS THAT ARE NOT FOUND IN MANY OTHER PLACES ON EARTH. ITS BACKCOUNTRY IS DOMINATED BY COASTAL SAGE SCRUB, A NOW-RARE PLANT COMMUNITY WHOSE RANGE HAS BEEN DRASTICALLY REDUCED DUE TO COASTAL DEVELOPMENT. ITS BLUFFS, A RARE ISLAND OF PROTECTED NATURAL SPACE IN A PRIME LOCATION FOR BEACHSIDE HOMES AND SHOPPING CENTERS, BOAST SOME OF THE LAST REMAINING COASTAL BLUFF SCRUB IN ORANGE COUNTY, INCLUDING SEVERAL EXTREMELY ENDANGERED SPECIES OF RARE PLANTS. THE PARK IS ALSO HOME TO RARE AND ENDANGERED BIRD AND ANIMAL SPECIES, INCLUDING CALIFORNIA GNATCATCHERS (A TARGET SPECIES TO CONSERVE UNDER ORANGE COUNTY'S NATURAL COMMUNITIES CONSERVATION PLAN), COASTAL CACTUS WRENS, ORANGE-THROATED WHIPTAIL LIZARDS, AND THE LEAST BELL'S VIDEO. HOWEVER, DUE TO A LONG HISTORY OF CATTLE GRAZING, MUCH OF THE BACKCOUNTRY AND COASTAL TERRACES HAVE BEEN CONVERTED INTO ANNUAL GRASSLANDS DOMINATED BY INVASIVE PLANTS SUCH AS BLACK MUSTARD. BESIDES DAMAGE DONE BY RANCHING, THE LAND IS ALSO BEING IMPACTED BY DROUGHT, CLIMATE CHANGE, AND AN EVER-INCREASING NUMBER OF DAILY VISITORS WHO WORRY THEY MAY BE LOVING THE PARK TO DEATH. THESE CHALLENGES ARE NOT UNIQUE CRYSTAL COVE STATE PARK. THE PARK IS PART OF A LARGER, CONTIGUOUS OPEN SPACE, AND MANY AREAS ACROSS ORANGE COUNTY AND UP AND DOWN THE COAST HAVE BEEN DRASTICALLY AFFECTED BY THESE SAME CHALLENGES. THE LAND HAS BEEN LEFT WITH STRESSED NATIVE PLANTS AND DEPLETED SEED BANKS STRUGGLING AGAINST HOTTER, DRIER WEATHER, MAKING IT DIFFICULT TO REBOUND ON ITS OWN WITHOUT INTENSIVE MANAGEMENT - BUT DEVELOPING AND ASSESSING THE STRATEGIES THAT WOULD WORK BEST TAKE A SCIENTIFIC TACTIC THAT STATE PARKS OFTEN DOESN'T HAVE THE RESOURCES TO COORDINATE. OVER THE LAST YEAR, THE CONSERVANCY HAS STEPPED INTO A NEW ROLE TO SUPPORT PARK'S NATURAL RESOURCES TEAM IN DEVELOPING A SYSTEMATIC APPROACH TO IDENTIFYING OPTIMAL RESTORATION STRATEGIES WHICH WILL UNDOUBTEDLY HELP OTHER LAND MANAGERS THROUGHOUT THE LARGER SOUTH COAST WILDERNESS OPEN SPACE AND BEYOND.
    Expenses $598,516

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
33-0878633
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2000
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$10,910,308
Income (IRS master file)
$4,590,128

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$3,937,630$4,291,771$10,910,308IRS
990June 2024$16,248,061$12,001,905$13,712,044XML
990June 2023$14,102,544$12,138,918$9,748,113IRS
990June 2022$6,236,095$6,233,236$6,299,096IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.

Questions about CRYSTAL COVE CONSERVANCY

What is the EIN of CRYSTAL COVE CONSERVANCY?
The employer identification number (EIN) of CRYSTAL COVE CONSERVANCY is 33-0878633.
Is CRYSTAL COVE CONSERVANCY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Are donations to CRYSTAL COVE CONSERVANCY tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does CRYSTAL COVE CONSERVANCY file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of CRYSTAL COVE CONSERVANCY due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CRYSTAL COVE CONSERVANCY last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of CRYSTAL COVE CONSERVANCY?
The 990 for the year ended June 30, 2025 names SHANNON KATE WHEELER.
Who are the officers and directors of CRYSTAL COVE CONSERVANCY?
The 990 for the year ended June 30, 2025 lists 27 people; 3 received compensation from the organization, the highest $281,667 (SHANNON KATE WHEELER, PRESIDENT/CEO).
How much revenue does CRYSTAL COVE CONSERVANCY have?
On its 990 for the year ended June 30, 2025 it reported revenue of $3,937,630, expenses of $4,291,771 and total assets of $10,910,308 at year end.

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