Stone Lakes National Wildlife Refuge Association in Elk Grove, California (CA)

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Stone Lakes National Wildlife Refuge Association
Employer Identification Number (EIN)680350495
Name of OrganizationStone Lakes National Wildlife Refuge Association
Address1624 Hood Franklin Rd, Elk Grove, CA 95757-9774
ActivitiesPreservation of natural resources (conservation)
SubsectionCharitable Organization
Ruling Date12/1995
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2013
Assets$1,000,000 to $4,999,999
Income$1,000,000 to $4,999,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$2,467,666
Amount of Income$1,164,928
Form 990 Revenue Amount$66,415
National Taxonomy of Exempt Entities (NTEE)Environmental Quality, Protection and Beautification: Natural Resources Conservation and Protection

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Amount of income in 2013: $1,164,928 (it was $171,628 in 2012)
This organization: 

Other organizations performing similar types of work: 


Assets in 2013: $2,467,666 (it was $1,860,481 in 2012)
Stone Lakes National Wildlife Refuge Association: 

Other organizations performing similar types of work: 


Expenses in 2013: $90,192
This organization: 

Other organizations performing similar types of work: 


Income to expenses ratio in 2013: 12.9
This organization: 

Other organizations performing similar types of work: 


Grants share in income in 2013: 92.3%
This organization: 

Other organizations performing similar types of work: 


Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Expenses for 2013

Analysis of Revenue and Expenses (for 2013)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$732,361$56,702$49,784
Contributions, gifts, grants, etc., received$676,037
Interest on savings and temporary cash investments$22,652
Dividends and interest from securities$27,510
Gross rents$0
Gross sales price for all assets$438,520
Gross loss from sales of goods$-378
Gross sales less returns and allowances$-965
Less: Cost of goods sold$587
Other income$0
Total expenses and disbursements$90,192$22,435$0$46,355
Compensation of officers, directors, trustees, etc.$0
Pension plans, employee benefits$0
Legal fees$5,900
Accounting fees$1,500
Travel, conferences, and meetings$0
Printing and publications$764
Total operating and administrative expenses$52,892$22,435$9,055
Contributions, gifts, grants paid$37,300
Excess of revenue over expenses and disbursements$642,169
Net investment income$34,267
Adjusted net income$49,784
Balance Sheets
Book ValueFair Market ValueBook ValueFair Market ValueBook ValueFair Market Value
Total assets$1,829,288$1,829,288$1,860,481$1,866,798$2,467,666$2,591,270
Cash - non-interest-bearing$11,625$9,336$8,526
Investments-U.S. and state government obligations$159,635$152,583$75,841
Investments-corporate stock$355,652$488,381$1,115,484
Investments-corporate bonds$549,856$426,749$83,910
Investments-mortgage loans$0$0$0
Other assets$0$0
Total liabilities$49,852$50,193$15,209
Mortgages and other notes payable$0$0$0
Other liabilities$0$0
Total liabilities and net assets/fund balances$1,779,436$1,810,288$2,452,457
Capital Gains and Losses for Tax on Investment Income
Capital gain net income$0$0$6,540
Net capital loss$-5,978$-2,927$0
Excise Tax Based on Investment Income
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)NoNoNo
Tax based on investment income$1,094$906$685
Total credits and payments$0$0$0
Any penalty for underpayment of estimated tax$27$20$15
Tax due$926$700
Amount to be credited to next year's estimated tax$0$0$0
Statements Regarding Activities
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?NoNoNo
Has the foundation engaged in any activities that have not previously been reported to the IRS?NoNo
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments?NoNo
Has the foundation filed a tax return on Form 990-T for this year?NoNo
Was there a liquidation, termination, dissolution, or substantial contraction during the year?NoNoNo
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?YesYes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?YesYesYes
Did any persons become substantial contributors during the tax year?NoNo
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?NoNo
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?NoYes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041NoNo
Statements Regarding Activities for Which Form 4720 May Be Required
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?NoNoNo
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?NoNoNo
Furnish goods, services, or facilities to (or accept them from) a disqualified person?NoNoNo
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?NoNoNo
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?NoNoNo
Agree to pay money or property to a government official?NoNoNo
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?NoNo
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?NoNo
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?NoYesNo
Are there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?NoNo
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?NoNoNo
Did the foundation have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?NoNoNo
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?NoNoNo
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?NoNo
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?NoNoNo
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?NoNoNo
Provide a grant to an individual for travel, study, or other similar purposes?NoNoNo
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?NoNoNo
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?NoNoNo
Did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance?NoNo
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNo
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNo
Minimum Investment Return
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$1,748,425$1,770,114$2,551,110
Net value of noncharitable-use assets$1,743,562$2,512,843
Minimum investment return$83,692$87,178$125,642
Distributable Amount
Distributable amount$0$0$0
Undistributed Income
Distributable amount for this year$0$0$0
Undistributed income for this year. This amount must be distributed in the next year$0$0$0
Private Operating Foundations (for 2010 - 2013)
The lesser of the adjusted net income or the minimum investment return$49,784$51,924$26,768$0$128,476
Qualifying distributions made directly for active conduct of exempt activities$46,355$19,070$4,496$22,028$91,949
Value of all assets$2,591,270$1,866,798$1,742,644$1,792,869$7,993,581
Value of assets qualifying under section 4942(j)(3)(B)(i)$0$0$0$0$0
2/3 of minimum investment return$0$0$0$0$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)$0$0$0$0$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)$0$0$0$0$0
Gross investment income$0$0$0$0$0
Supplementary Information (for 2013)
Grants approved for future payment$0
Analysis of Income-Producing Activities (for 2013)
AmountRelated or exempt function income
Program service revenue
Fees and contracts from government agencies$0$0
Membership dues and assessments$0$0
Interest on savings and temporary cash investments$22,652$0
Dividends and interest from securities$27,510$0
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2013)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
Other assetsNo
Other transactions:
Sales of assets to a noncharitable exempt organizationNo
Purchases of assets from a noncharitable exempt organizationNo
Rental of facilities, equipment, or other assetsNo
Reimbursement arrangementsNo
Loans or loan guaranteesNo
Performance of services or membership or fundraising solicitationsNo
Sharing of facilities, equipment, mailing lists, other assets, or paid employeesNo
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Stone Lakes National Wildlife Refuge Association1624 Hood Franklin Rd, Elk Grove, CA 95757-9774CA1995-12$1,164,928
2Tree Musketeers305 Richmond St, El Segundo, CA 90245-3729CA1990-08$298,580
3Wildlife Concern International IncPO BOX 7310, Carmel By The, CA 93921-7310CA1993-04$184,900
4Mendocino Coast Audubon SocietyP O Box 2297, Fort Bragg, CA 95437CA1997-12$143,561
5Tulare Basin Wetlands AssociationPO BOX 628, Wasco, CA 93280-0628CA1995-06$129,599
6Tree Foundation Of Kern IncPO BOX 2871, Bakersfield, CA 93303-2871CA1994-03$40,545
7Spight Foundation1220 Diamond Way Ste 100, Concord, CA 94520-5234CA1998-11$13,410
8Friends Of The Northern San Jacinto ValleyPo Box 4266, Idyllwild, CA 92549CA1995-08$10,000
9Sustainable Polices Institute921 Westmount Dr, W Hollywood, CA 90069-4111CA1998-10$1
10Advocates For Nisene Marks State ParkPo Box 461, Aptos, CA 95001CA1993-07$0
11Allen South Fork Preserve360 Palos Verdes Dr W, Pls Vrds Est, CA 90274-1212CA1997-03$0
12Bio Diversity Institute30902 Club House Drive 44f, Laguna Niguel, CA 92677CA1995-11$0
13Center For Bioregional Conflict Resolution340 Soquel Ave Ste 104, Santa Cruz, CA 95062-2328CA1996-05$0
14Central Sierra Watershed Coalition17860 Wards Ferry Road, Sonora, CA 95370CA1995-01$0
15Coalition To Preserve Bonelli Park1615 Calle De Armonia, San Dimas, CA 91773-4011CA1995-08$0
16Cupertino Conservation Center Inc2936 Mayfield Ave, San Jose, CA 95130CA1993-10$0
17Deer Knuckle Society Inc1817 Jonive Road, Sebastopol, CA 95472CA1995-03$0
18Ecocorps1585 A Folsom St, San Francisco, CA 94103-3728CA1996-05$0
19Ecologically Responsible Inc3650 Florida St Unit P, San Diego, CA 92104-3239CA1995-06$0
20Environmental Perspectives International477 Marina Parkway Suite 215, Chula Vista, CA 91910-4063CA1996-11$0
Number of organizations performing similar types of work
District of Columbia10
North Carolina11
North Dakota5
New Hampshire8
New Jersey13
New Mexico7
New York29
Rhode Island2
South Carolina8
West Virginia6
Total695 is not associated with, endorsed by, or sponsored by Stone Lakes National Wildlife Refuge Association and has no official or unofficial affiliation with Stone Lakes National Wildlife Refuge Association