San Joaquin River Parkway & Conservation Trust

Nonprofit profile at a glance

EIN
770196692
IRS 990 coverage
2010–2025
Forms available
Form 990 2025, Form 990-T 2025
Location
Fresno, CA, USA
Phone
5592488480
Rating
81
Verdict
STRONG
Rating confidence
Moderate
Sector
Water Resource, Wetlands Conservation and Management

Official website

Reported finances

Revenue
$3,709,664
Expenses
$3,098,819
Assets
$20,636,699
Liabilities
$328,788

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

23 people listed

Executive titles in this filing

  • JULIE O'KANE (President)
  • ANNA WATTENBARGER (Vice President)

Highest reported compensation

  • SHARON WEAVER (Executive Dir.): $149,659 total reported compensation
  • Sarah Parkes (Assistant Director): $120,323 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To preserve and restore san joaquin river lands of ecological, scenic, or historic significance, to educate the public on the need for stewardship, to research issues affecting the river, and to promote educational, recreational and agricultural uses of the river bottom consistent with the protection of the river's resources.

What it reported doing in 2025

The resources are used to preserve and restore the san joaquin river lands of ecological, scenic, or historic significance; educate the public on the need for stewardship; research issues affecting the river; promote appropriate public uses of the river bottom consistent with the protection of the environment. The trust has implemented community outreach programs to heighten the public's awareness of the cultural and economic resources the san joaquin river provides the citizens of California. Implementation and support of educational programs such as teacher training and guides, river camp, river field trips and related programs designed to educate school age children on the importance of preserving the river as a fun, learning experience. The trust actively restores the san joaquin river environment through habitat enhancement projects using both professional and volunteer labor, and participates in the creation of the parkway through land acquisition and construction of public access improvements.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - The filed numbers largely add up and a large share of available resources goes toward mission work. Fundraising costs are high for each dollar raised and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 65
  • Transparency & Controls: 92
  • Accountability: 95
  • Sustainability: 70
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 65.3%; rating input score 65
  • Program expense ratio: 76.6%; rating input score 77
  • Fundraising efficiency: $7.58 raised per $1 spent on fundraising; rating input score 26; 26th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 7 of 8 controls in place; rating input score 88
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 16.5%; rating input score 68; 68th percentile among comparable filings
  • Total-asset coverage ratio: 6.66; rating input score 85; 85th percentile among comparable filings
  • Liabilities to assets ratio: 0.02; rating input score 74; 74th percentile among comparable filings
  • Officer compensation ratio: 8.7%; rating input score 38; 38th percentile among comparable filings

Growth

  • Program expense growth: 3.8% per year; rating input score 100; 29th percentile among comparable filings
  • Revenue growth: 6.1% per year; rating input score 100; 45th percentile among comparable filings
  • Asset growth: 7.2% per year; rating input score 100; 45th percentile among comparable filings

Details

  • Where the money goes: 65.3% of revenue deployed · 76.6% of spending went to programs
  • Governance: 21 of 21 board members independent · 7 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $2.4M in reported program spending
  • Leadership: top reported pay $150K · 23 people listed
  • Consistency: 30 of 30 current checks pass
  • Schedules: 7 filed schedules · includes major donors
  • Filing history: 15 filing years from 2010 to 2025
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • Related organizations: 1 filed related-organization link
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Fundraising efficiency scored 26/100.
  • Review — Accountability: Governance controls: Other executive compensation review process not reported.
  • Moderate — Sustainability: Officer compensation ratio scored 38/100.