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California · Nonprofit

SANTA LUCIA CONSERVANCY

SANTA LUCIA CONSERVANCY (California) receives grants from 8 organizations whose IRS filings report $155,000 to it, the largest being THE TWETEN FOUNDATION ($50,000). 3 of them have funded it in more than one year.

Revenue FY2024
$3.1M
Funders on record
8
Grants received
$155k
Net assets
$72M
3/8 repeat funderspeak grant-dependency 1%
01What it does

What Santa Lucia Conservancy does

Mission

To protect and steward in perpetuity the unique natural, cultural, and asthetic resources of the preserve and serve as a model of ecologically sustainable development to committees outside the preserve.

As stated on its FY2024 Form 990.

Programs

  1. Adaptive land management and habitat restoration: our vision for fire and fuels management on the preserve is one that harmoniously balances the protection of life, property, and biodeversity with long-term ecosystem resiliance strategy includes shaded fuel breaks, prescribed burns, conservation grazing, invasive plant removal, a preserve-wide fuel management plan, and lot-specific fuel management plans for individual homeowners.

    $972,224 spentof which $10,000 as grants$38,130 earned by the program
    75% of program spending
  2. Easement stewardship (compliance and ecological monitoring): annual monitoring of private lands and construction areas to ensure compliance with conservation easement terms and assess the condition of sensitive resources.

    $233,533 spent
    18% of program spending
  3. Education and interpretive access programs: provided high-quality curriculum driven outdoor environmental education programs to regional school children aged 6 to 16, with over 3,300 participants.

    $84,241 spent
    7% of program spending

The 3 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $1,289,998.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20172017 Revenue 100 ($1.0M) Expenses 100 ($1.1M) Net assets 100 ($70M)2018 Revenue 231 ($2.4M) Expenses 120 ($1.3M) Net assets 97 ($68M)2019 Revenue 90 ($924k) Expenses 171 ($1.9M) Net assets 102 ($72M)2020 Revenue 41 ($421k) Expenses 210 ($2.3M) Net assets 105 ($74M)2021 Revenue 1611 ($17M) Expenses 193 ($2.1M) Net assets 109 ($77M)2022 Revenue 129 ($1.3M) Expenses 231 ($2.6M) Net assets 98 ($69M)2023 Revenue 459 ($4.7M) Expenses 298 ($3.3M) Net assets 100 ($70M)2024 Revenue 303 ($3.1M) Expenses 208 ($2.3M) Net assets 103 ($72M)
'17'18'19'20'21'22'23'24
Revenue (303)Expenses (208)Net assets (103)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2021 to 2022, from $77M to $69M (−10%).

$70M
$68M
$72M
$74M
$77M
$69M
$71M
$73M
'17'18'19'20'21'22'23'24
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2017 3% · 2018 1% · 2019 1% · 2020 8% · 2021 0% · 2022 37% · 2023 29% · 2024 13%. Grants only. Government contracts and fees sit inside program revenue.

15% of SANTA LUCIA CONSERVANCY’s revenue is contributions — more earned-revenue than three-quarters of its peers (88% for the typical peer).

This organization
Typical peer · 2,293 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 4 of the last 8 reported years ran a deficit.

−$80k
’17
$1.1M
’18
−$977k
’19
−$1.9M
’20
$14M
’21
−$1.2M
’22
$1.4M
’23
$815k
’24
7.1
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

Board chair

Richard Frank

Chairman

As listed on its FY2024 Form 990.

'17'18'19'20'21'22'23'24
Listed1616161717101012
Joined·+0+0+3+6+1+0+4
No longer listed·0026802
03Who funds it

Who funds it, year by year

2017 → 2023: the base broadened from 1 funder to 2 funders, grant income rose $13k → $16k.

2 of 8 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 18% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

From the IRS filings of SANTA LUCIA CONSERVANCY’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

SANTA LUCIA CONSERVANCY leans on a few funders — its largest provides 32% of grant income and the top three 65%; half comes from just 2 funders.

the vertical line marks half of all grant income — 2 funders to its left

30% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund SANTA LUCIA CONSERVANCY.

32%
largest funder
65%
top three
~5
effective funders

Largest funder’s share by year: 2017 100% · 2022 100% · 2023 63% — diversifying over time.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

Where its funders are

90% of SANTA LUCIA CONSERVANCY's grant income comes from California funders.

WA
CA

In-state vs out-of-state, by year

’17
’22
’23
California out of state home

Funder states come from each funder’s own filing. $28k arriving through sponsors registered in 2 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

SANTA LUCIA CONSERVANCY runs a healthier operating margin than half of the 2,186 environment nonprofits its size.

Operating margin26% · above the median
Months of reserve7.1mo · above the median
Revenue growth (annualized)17% · above the median

this organization peer median middle 50% of peers· 2,186 environment nonprofits $1M–$10M, FY2024

Government funding SANTA LUCIA CONSERVANCY receives

Grants and contracts to this organization from federal (USASpending) and state checkbooks, reconciled to its EIN. $71k on record.

Federal$71k
grants $71kcontracts $0
18
21
24
Top agencies
  • Department of the Interior$71k

Federal grants vs contracts are distinguished; state line items keep their reported category. Matched by name + geography (the BMF), so coverage is partial and precision-first.

Organizations like SANTA LUCIA CONSERVANCY

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In California

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

56% of spending goes to programs.

Program 56%Management 40%Fundraising 4%

Governance

10
board members
100%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention✓Board reviewed the 990✓Audited financials

Footprint & structure

Files a return copy in 1 state

CA

Part of a family of 1 related entity

  • Sonoran Institute · exempt

Screen this organization

A dated, signed PDF of the compliance screen for SANTA LUCIA CONSERVANCY: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

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Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds SANTA LUCIA CONSERVANCY?
SANTA LUCIA CONSERVANCY (California) receives grants from 8 organizations whose IRS filings report $155,000 to it, the largest being THE TWETEN FOUNDATION ($50,000). 3 of them have funded it in more than one year.
How many funders does SANTA LUCIA CONSERVANCY have?
IRS filings report 8 organizations giving $155,000 in grants to SANTA LUCIA CONSERVANCY, 3 of which have funded it in more than one year.
Who is the largest funder of SANTA LUCIA CONSERVANCY?
THE TWETEN FOUNDATION is the largest funder on record, with $50,000 in grants. The full list of funders is on this page.
How can an organization like SANTA LUCIA CONSERVANCY find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in California. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2017–2024), and the filings of 8 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing