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Nonprofit · EIN 94-3216468

TRI-VALLEY CONSERVANCY

Tax-exempt · LIVERMORE, CA 94550

Financials

$501K$1.1M2023$1.9M$1.2M2024
Revenue Expenses · by fiscal year end
Financials of TRI-VALLEY CONSERVANCY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$1,914,929$1,247,978$666,951$27,508,111$300,623$27,207,488
December 31, 2023990$500,858$1,058,767-$557,909$24,915,292$317,597$24,597,695
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$128,953
Program service revenue
$539,426
Investment income
$1,280,346
Net gain from sales of assets
$201,699
Net income from fundraising events
-$41,573
Other revenue
-$33,796

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$140,327
Other salaries and wages
$328,135
Salaries, compensation and benefits (total)
$552,571
Professional fundraising fees
$0
Legal fees
$65,982
Accounting fees
$35,719
Occupancy
$58,345
Depreciation
$4,740
Program services (functional)
$987,250
Management and general (functional)
$200,484
Fundraising (functional)
$60,244

Balance sheet and other

Total assets, start of year
$24,915,292
Total assets, end of year
$27,508,111
Total liabilities, end of year
$300,623
Net assets, end of year
$27,207,488
Land, buildings and equipment
$11,018
Publicly traded securities
$17,127,155
Net assets without donor restrictions
$7,424,235
Net assets with donor restrictions
$19,783,253
Gross receipts
$6,997,254
Employees
6
Volunteers
34
Year formed
1994
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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
JENNIFER TAGGARTINTERIM EXECUTIVE DIRECTOR
Officer
40$140,327$741
VICTORIA TICHYCOMMUNICATION AND DEVELOPMENT MANAGER
Highest-paid employee
40$101,000$5,828
MARK TRISKACHAIR
Trustee or director, Officer
10$0$0
SCOTT AKINVICE-CHAIR
Trustee or director, Officer
10$0$0
JENNIFER YEAMANSTREASURER
Trustee or director, Officer
10$0$0
CYNTHIA ROSSSECRETARY
Trustee or director, Officer
4$0$0
DAVID BESTMEMBER
Trustee or director
4$0$0
GINA BONANNOMEMBER
Trustee or director
4$0$0
JAMES FOLTAMEMBER
Trustee or director
4$0$0
DAVID KENTMEMBER
Trustee or director
4$0$0
TAMMY REUSMEMBER
Trustee or director
4$0$0
SBLEND SBLENDORIOMEMBER
Trustee or director
4$0$0
LOU ASTBURYMEMBER
Trustee or director
4$0$0
KEVIN BASKINMEMBER
Trustee or director
4$0$0
990 for the year ended December 31, 2023: 14 people
NameTitleHours / weekCompensation
DAVID EPSTEINEXECUTIVE DIRECTOR (LEFT NOVEMBER 2023)
Former
40$147,125
JENNIFER TAGGARTINTERIM EXECUTIVE DIRECTOR
Officer
40$107,443
LORI SOUZABOARD CHAIR-TERMED OUT 12/31/23
Trustee or director, Officer
10$0
KEVIN BASKINVICE CHAIR (LEFT FEBRUARY 2024)
Trustee or director, Officer
10$0
JENNIFER YEAMANSTREASURER
Trustee or director, Officer
10$0
SBLEND SBLENDORIOSECRETARY
Trustee or director, Officer
4$0
SCOTT AKINDIRECTOR
Trustee or director
4$0
LOU ASTBURYDIRECTOR
Trustee or director
4$0
DAVID BESTDIRECTOR
Trustee or director
4$0
JAMES FOLTADIRECTOR
Trustee or director
4$0
DAVID KENTDIRECTOR
Trustee or director
4$0
TAMMY REUSDIRECTOR
Trustee or director
4$0
CYNTHIA ROSSDIRECTOR
Trustee or director
4$0
MARK TRISKABOARD CHAIR-EFFECTIVE 1/1/24 (MEMBER PRIOR)
Trustee or director
4$0

Address and contacts

Address (IRS master file)
1457 FIRST STREET, LIVERMORE, CA 94550-4203
Principal officer (990 for 2024)
JENNIFER YEAMANS, 1457 FIRST ST, LIVERMORE, CA 94550
Signed the 990
JENNIFER YEAMANS, TREASURER
Phone
(925) 449-8706
Return prepared by
BRYMAR CPA LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 94-3216468 or by the name TRI-VALLEY CONSERVANCY.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

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

990 for the year ended December 31, 2024

Program accomplishments

  • LAND STEWARDSHIP - IN 2024, TVC PERFORMED STEWARDSHIP FOR, AND ANNUAL MONITORING OF, 67 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.
    Expenses $199,242 · revenue $539,426
  • THE ORGANIZATION ADVOCATES FOR THE ECONOMIC SUSTAINABILITY OF VINEYARDS AND ORCHARDS IN THE SLVA. THIS INCLUDES ADVOCATING FOR AND PROMOTING THE INFRASTRUCTURE NEEDED TO FULFILL THE VISION OF "VISITOR-ATTRACTING" SERVICES PRESCRIBED IN THE SLVAP TO ACHIEVE THE FULL REALIZATION OF THE SOUTH LIVERMORE VALLEY AS A PREMIERE WINE PRODUCING REGION. ADDITIONALLY, THE ORGANIZATION PROMOTES THE REGION THROUGH COMMUNITY OUTREACH EVENTS SHOWCASING THE PRODUCE OF THE LIVERMORE WINE COUNTRY.
    Expenses $460,967
  • ENGAGING 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.
    Expenses $88,811 · revenue $18,875
  • THE ORGANIZATION HOLDS EASEMENTS AND MANAGES THE LONG-TERM ENDOWMENTS FOR FOUR HABITAT MITIGATION PROPERTIES WITH THE CALIFORNIA DEPARTMENT OF WILDLIFE AND U.S. FISH AND WILDLIFE SERVICE FOR THE PERPETUAL PROTECTION OF SPECIAL STATUS SPECIES HABITATS. THE ORGANIZATION ALSO HAS SPECIAL PROJECTS RELATED TO CONSERVANCY.
    Expenses $238,230 · revenue $7,777

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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
94-3216468
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
1995
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$27,508,111
Income (IRS master file)
$6,997,254

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$1,914,929$1,247,978$27,508,111IRS
990December 2023$500,858$1,058,767$24,915,292XML
990December 2022$1,568,413$810,365$23,013,559IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 94-3216468).

Questions about TRI-VALLEY CONSERVANCY

What is the EIN of TRI-VALLEY CONSERVANCY?
The employer identification number (EIN) of TRI-VALLEY CONSERVANCY is 94-3216468.
Is TRI-VALLEY CONSERVANCY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
Are donations to TRI-VALLEY CONSERVANCY tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does TRI-VALLEY 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 TRI-VALLEY CONSERVANCY due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did TRI-VALLEY CONSERVANCY last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of TRI-VALLEY CONSERVANCY?
The 990 for the year ended December 31, 2024 names JENNIFER YEAMANS.
Who are the officers and directors of TRI-VALLEY CONSERVANCY?
The 990 for the year ended December 31, 2024 lists 14 people; 2 received compensation from the organization, the highest $140,327 (JENNIFER TAGGART, INTERIM EXECUTIVE DIRECTOR).
How much revenue does TRI-VALLEY CONSERVANCY have?
On its 990 for the year ended December 31, 2024 it reported revenue of $1,914,929, expenses of $1,247,978 and total assets of $27,508,111 at year end.

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