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California · Nonprofit

TRI-VALLEY CONSERVANCY

TRI-VALLEY CONSERVANCY (California) receives grants from 15 organizations whose IRS filings report $155,540 to it, the largest being THE DEAN WITTER FOUNDATION ($25,000). 8 of them have funded it in more than one year.

Revenue FY2024
$1.9M
Funders on record
15
Grants received
$156k
Net assets
$27M
8/15 repeat funderspeak grant-dependency 3%
01What it does

What Tri-Valley Conservancy does

Mission

To promote economically sustainable vineyards and orchards, an increase permanently protected, biologically diverse open spaces.

As stated on its FY2024 Form 990.

Programs

  1. 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.

    $199,242 spent$539,426 earned by the program
    20% of program spending
  2. 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.

    $460,967 spent
    47% of program spending
  3. 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.

    $88,811 spent$18,875 earned by the program
    9% of program spending
  4. 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.

    $238,230 spent$7,777 earned by the program
    24% of program spending

The 4 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $987,250.

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 ($1.5M) Expenses 100 ($975k) Net assets 100 ($19M)2018 Revenue 154 ($2.3M) Expenses 85 ($834k) Net assets 95 ($18M)2019 Revenue 146 ($2.1M) Expenses 164 ($1.6M) Net assets 111 ($21M)2020 Revenue 162 ($2.4M) Expenses 84 ($821k) Net assets 130 ($24M)2021 Revenue 406 ($5.9M) Expenses 98 ($955k) Net assets 144 ($27M)2022 Revenue 107 ($1.6M) Expenses 83 ($810k) Net assets 120 ($23M)2023 Revenue 34 ($501k) Expenses 109 ($1.1M) Net assets 131 ($25M)2024 Revenue 131 ($1.9M) Expenses 128 ($1.2M) Net assets 145 ($27M)
'17'18'19'20'21'22'23'24
Revenue (131)Expenses (128)Net assets (145)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 $27M to $23M (−15%).

$19M
$18M
$21M
$25M
$27M
$23M
$25M
$28M
'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

7% of TRI-VALLEY CONSERVANCY’s revenue is contributions — more earned-revenue than three-quarters of its peers (94% for the typical peer).

This organization
Typical peer · 1,195 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 1 of the last 8 reported years ran a deficit.

$485k
’17
$1.4M
’18
$537k
’19
$1.5M
’20
$5.0M
’21
$758k
’22
−$558k
’23
$667k
’24
14
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.

Chief executive

Jennifer Taggart

Interim executive director

Board chair

Mark Triska

Chair

As listed on its FY2024 Form 990.

'17'18'19'20'21'22'23'24
Listed1212141315131414
Joined·+3+4+4+3+3+2+2
No longer listed·3251512
03Who funds it

Who funds it, year by year

2017 → 2023: the base broadened from 2 funders to 4 funders, grant income rose $8k → $13k.

5 of 15 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 31% 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 TRI-VALLEY 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

TRI-VALLEY CONSERVANCY has a broad base — no single funder exceeds 16% of grant income, and it takes 4 funders to reach half.

the vertical line marks half of all grant income — 4 funders to its left

43% 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 TRI-VALLEY CONSERVANCY.

16%
largest funder
42%
top three
~10
effective funders

Largest funder’s share by year: 2017 67% · 2018 96% · 2019 57% · 2020 49% · 2021 28% · 2022 49% · 2023 47% — 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.

How long its funders stay

43% of TRI-VALLEY CONSERVANCY's funders are still giving 3 years after their first grant; 53% give in more than one year at all.

first grant+1y+2y+3y+4y

Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.

Where its funders are

81% of TRI-VALLEY CONSERVANCY's grant income comes from California funders.

CA
MO

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

’17
’18
’19
’20
’21
’22
’23
California out of state home

Funder states come from each funder’s own filing. $48k arriving through sponsors registered in 5 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

TRI-VALLEY CONSERVANCY runs a healthier operating margin than three-quarters of the 1,130 food & nutrition nonprofits its size.

Operating margin35% · top quartile
Months of reserve13.7mo · top quartile
Revenue growth (annualized)4% · bottom quartile

this organization peer median middle 50% of peers· 1,130 food & nutrition nonprofits $1M–$10M, FY2024

Organizations like TRI-VALLEY 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

79% of spending goes to programs.

Program 79%Management 16%Fundraising 5%

Governance

12
board members
100%
independent
✓Conflict-of-interest policy–Whistleblower policy✓Document retention✓Board reviewed the 990✓Audited financials

Public support

27%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Footprint & structure

Files a return copy in 1 state

CA

Screen this organization

A dated, signed PDF of the compliance screen for TRI-VALLEY 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 TRI-VALLEY CONSERVANCY?
TRI-VALLEY CONSERVANCY (California) receives grants from 15 organizations whose IRS filings report $155,540 to it, the largest being THE DEAN WITTER FOUNDATION ($25,000). 8 of them have funded it in more than one year.
How many funders does TRI-VALLEY CONSERVANCY have?
IRS filings report 15 organizations giving $155,540 in grants to TRI-VALLEY CONSERVANCY, 8 of which have funded it in more than one year.
Who is the largest funder of TRI-VALLEY CONSERVANCY?
THE DEAN WITTER FOUNDATION is the largest funder on record, with $25,000 in grants. The full list of funders is on this page.
How can an organization like TRI-VALLEY 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.

Play a game about who funds Tri-Valley Conservancy →

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 15 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