2008 Annual Report Tri-Valley Conservancy Newsletter

8/3/2019 2008 Annual Report Tri-Valley Conservancy Newsletter

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AnnualReport2008

Preserving Land for Future Generations


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Mission stateMentTo permanently protect the ertile soils, rangelands, open space and biological resources

and to support a viable agricultural economy in the Tri-Valley area.

VisionPreservation o agricultural lands and natural open spaces in our area is vital to

protecting our quality o lie. Tri-Valley Conservancy will oster the creation and

maintenance o a productive and balanced environment or current and uture

generations o Tri-Valley area residents.

We envision a uture that includes population growth and development matched

by a strong agricultural industry and a strong conservation ethic. We recognize the

need to protect land and to support a viable agricultural economy to provide ood,

recreation, and watershed or the long-term health and viability o our community.

We are committed to the permanent protection o lands that are critical to the

health o the environment.

Boardof directors

Jim Perry, Chair

Rik Hansen, Vice-ChairKarl Wente, Secretary

Jean King, Treasurer

Mark Eaton

Kathy Farrell

Miriam Miller

Michael Princevalle

Mary Roberts

Bill Thomson

staffSharon Burnham, Executive Director

Laura Mercier, Associate DirectorBarbara Graham, Oce Manager

Monica DePalmo, Stewardship Assistant

LegaLcounseLShute, Mihaly and Weinberger LLP

independent auditorBologna Accountancy Corporation

inVestMent adVisorAltamont Capital Management

We are committed

to the permanent

protection of lands

that are critical to

the health of the

environment.

2 tri-ValleyConserVanCy


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MessagefroMthe chair,

Its hard to believe that two years have passed since I became Chair. Looking

back, so much has been done but so much still needs to be accomplished. The

one constant has been your support and generosity. Without such, the Tri-Valley

Conservancy would not have been able to do hal the things weve achieved. So,

thank you very much.

During 2008 the Conservancy has: Completed the Draft North Livermore Resource Conservation Study

Continued to ensure that more than 4,100 acres remain under agricultural

conservation easement, including 1,900 acres that support the Livermore

Valley Trail System

Continued Quest for Excellence Winegrowing and Winemaker program in

support o local viticulture

Applied for Land Trust Alliance Accreditation This national accreditation

indicates that TVC is operating in an ethical, legal and technically sound manner.

As my term as Chair o TVC draws to a close, I would like to reiterate that our

work at TVC is never-ending and that our goal or adding miles o public trails,

protecting hundreds o acres o wildlie habitat, preserving agriculture and

conserving scenic areas or everyone to enjoy, remains at the oreront. Ater all,

what we do today in the way o preserving land will be the hallmark or uture

generations. It will also serve as our legacy or our children and grandchildren.

Jim Perry

Our work

touches the lives

of everyone in

the Tri-Valley

3annual report 2008


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4

Land conserVation coMMitteeLast year the committee recommended to the ull board that TVC commission a

Conservation Resource Study of the North Livermore Priority Landscape Area.

Using Conservancy-established guidelines, the study identied several key sites or

protection as well as discussion and ways to acquire conservation easements. That

study has already been through one public review process and will have another beore

being completed in 2009.

Besides the study, the committee also recommended to the board the purchase of 74

acres o property that will link Del Valle State Park to Sycamore Grove Park, allowing

or a trail that will eventually link Ohlone Wilderness in Sunol to Shadow Clis in

Pleasanton to the Bay Ridge Trial.

The property owners and TVC came to an agreement on the purchase price, with a

closing date o no later than December 2008. The East Bay Regional Park District, with

a proviso that it would receive a trail easement on the property, contributed $150,000.

The Livermore Area Recreation and Parks District (LARPD) also is on board with

another $150,000. TVCs ultimate goal is to give the land to the LARPD for addition to

Sycamore Grove Park.

Thank you to Jean King, Mary Roberts, Karl Wente, Bill Hoppes and Jon Harvey, who served

on this committee with me in 2008.

Chair: William D. Thomson

We are committed

to the permanent

protection of lands

that are critical to

the health of theenvironment.

Think of giving

not as a duty but

as a privilege.

John D. Rockefeller Jr.

resource deVeLopMent coMMitteeIn 2008, our mission remained much the same as the previous year: the preservation o

areas outside the South Livermore Valley Area Plan (SLVAP). With most o our unding

restricted to the SLVAP, our continued goal has been to look orward and pursue unding

or conservation expansion into the Tri-Valley.

To that end, we implemented a three-year fundraising plan 2008 to 2010 which

included the ollowing concepts: a major donor board, board training, message and

branding enhancement, and a strengthening o our membership program.

The ruits o our labor are starting to show; our donor renewal has increased by 30

percent, from 55 percent in 2007 to 85 percent in 2008.

Part o the success can be attributed to our Jeans and Jewels undraiser; held at the CasaReal in Pleasanton, the fundraiser was attended by 198 TVC supporters. In fact, the net

for the rst-time event was $25, 342.

Thank you to Kathy Farrell, Miriam Miller and Michael Princevalle who served on this committee

with me in 2008.

Chair: H.R. Hansen, Jr.

tri-ValleyConserVanCy


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Jeans & JeweLs

octoBer2, 2008

Talk about a night to

remember! For a rst-time

event, Jeans and Jewels, held

on October 2 at Casa Real

in Pleasanton, was a rousing

and delightul success.

This was the place to be toenjoy antastic ood paired

with superb wine, and then

embraced by wonderul

socializing, a silent and live

auction and o course, hot

music to work your groove.

We realize that this

past years success could

not have been achieved

without the hard work and

commitment o the 2008

Jeans & Jewels Committee.

To each and every one o

them, we say thank you or

a job well done.

Debi Bodan

Paula Campbell

Germaine Cordes

Norma FossMargaret Gonzales

Kirsten Higgins

Connie Kirchner

Renee March

Jessica Moura

Jennier Muzzal

DJ Suby

Sandy Thomson

Food & Wine

Auctions

Winners

Our Guests

annual report 2008


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We want to

thank each of the

individuals and

companies listed

who share ourconcern for open

space and have

helped make a

difference in the

quality of life in

the Tri-Valley.

stewardofthe Land $1000 +Anonymous (1)Bob BaltzerBologna Accountancy CorporationMr. William BooklessMr. Michael FredrichFriends of the VineyardMrs. Patricia HansenRik HansenHansen RanchImageSettersThe IndependentJames Irvine Foundation

(Ms. Regina Muehlhauser)Jims GlassJean KingMr. & Mrs. Don MillerMs. Read PhillipsMr. & Mrs. Barry ShamesWaste Management

sponsorof preserVation$500 - $999Anonymous (1)Arroyo Windmill GrovesJudge & Mrs. Mark EatonMrs. Virginia MaddenDr. Ford & Mary RobertsNancy & Garry RodrigueBill & Sandy Thomson

patronof preserVation$250 - $499Anonymous (1)Mark & Judy EckartDr. David & Dr. Karen FurstJohn & Sue HoughtonAndrew & Melyna HuffMr. & Mrs. Henry HuffKathy Farrell State Farm Ins.Mr. & Mrs. Roger LakeLivermore Valley WinegrowersMr. Matt NolanJim & Cheryl PerryMr. & Mrs. Douglas J. RattoMr. & Mrs. Peter Schmidt

Thornburg Investment Management

partnerof preserVation$100 - $249Anonymous (3)Mr. Robert Addis & Dr. Kristen IvaniMr. & Mrs. John BingamanBill & Connie BishMr. & Mrs. Stanley BurnhamJon & Elizabeth ChristensenMr. & Mrs. Mark ClarinMr. & Mrs. Tom ConcannonMr. & Mrs. Brian CornellJoe & Janet CristianoMr. & Mrs. Jay DavisMr. & Mrs. Jim DenhamMr. & Mrs. Larry Dino

Charlotte French & Bob CooperMr. & Mrs. Archer FutchMs. Ann GaborMs. Tamara GalanterMr. & Mrs. Stewart GaryMr. & Mrs. T.J. GilmartinMr. Robert GundreyJim & Roberta HadleyLee HarrisMr. & Mrs. Ronald HarrisonMr. Chuck HazenMr. & Mrs. William HoppesMr. & Mrs. Kevlin HusserMs. Linda Jeffery SailorsMr. & Mrs. David JonasTerry & Connie KirchnerMr. & Mrs. John Lagrant

Mr. & Mrs. Hal LiskeHarry & Lois LutzMr. Peter MacDonaldVice-Mayor & Mrs. John MarchandLaura MercierBarbara & David MertesMs. Nancy MuellerMr. William E. OrmandPicazo VineyardsMr. & Mrs. John PinelliMichael PrincevalleRemo Rosa & Harriet ColeMr. & Mrs. Terry RossowRudi & Mary Ann RozsaMr. & Mrs. Andrew SageMs. Joy SchornoDavid & Paula SeifertMs. Tania SeldenJoan & Lynn SeppalaMr. & Mrs. Charles ShawMs. Lori SouzaMs. Barbara StearMr. & Mrs. John SutterMark & Maria TriskaEllen TurnerKarl WenteMr. & Mrs. Clay WidmayerTed & Ayn WieskampMr. & Mrs. Steven WiggintonMs. Beth WilsonMr. & Mrs. Leland Younker

friendof preserVationunder$100Anonymous (2)Ms. Nancy AshMs. Patricia BakerMr. Roy BettenhausenMs. Sally BrownMr. & Mrs. Bruce ColeMr. & Mrs. David DarlingtonDanny & Monica DePalmoMr. & Mrs. Kenneth DonnellDennis & Marcia ElchesenMs. Carol FohlMr. Thom Gamble &

Ms. Karen Koehler

Mr. & Mrs. Damon GenettiBill & Barbara GrahamMrs. Mary Ann HannonMr. John HobsonMr. Daniel Jones &

Ms. Joyce Norton-JonesMr. William JunkMr. & Mrs. D P KratkyMr. Herman Leider &

Councilmember Marj LeiderMr. Donald Maroney &

Ms. Barbara Goode MaroneyJeff & Carolyn NewtonMr. Milo NordykeMr. & Mrs. Norman PetermeierRolf & Susan PetersonMr. & Mrs. John Pitts

Mr. & Mrs. Tom ReitterMr. & Mrs. Jeffery RichardsonMr. & Mrs. Steven RidoutMs. June SchaeferMs. Gail ShearerMichael & Diane SillsMr. & Mrs. John SteinJim & Carol WaksdalMr. & Mrs. William WardMr. & Mrs. William Wentworth, Jr.Mr. Elliott WrightMs. Kathleen Young

underwritersCoastal Viticultural ConsultantsTVC Board of Directors

in Kind partnersBay Nature MagazineCallahan PropertiesCasa Real at Ruby Hill WineryCoastal Viticultural ConsultantsDelford West FlowersFantasy Sound Event ServicesGianna Babb PhotographyKKIQ

RMJ GraphicsMichael PrincevalleStarbucksTVC Board of DirectorsWhole Foods Market

VoLunteersCarol ArmbrusterBrett BartlettJohn BingamanLeona BingamanConstance BishDebi BodanAdam BrinkPaula CampbellGermaine CordesCharlie DePalmo

Danny DePalmoSean FarrellNorma FossDavid FurstMargaret GonzalesJim HadleyJon HarveyKirsten HigginsKim HoodBill HoppesJohn HoughtonSue HoughtonBeth JamesonConnie KirchnerDave KirkRenee MarchGary March

Shauna MargucciHolly MasseySybil MercierKathy MorganJessica MouraJennifer MuzzallShane MuzzallCarolyn NewtonWalt PerryLinda SchmidtKC SharpJodi StoneDJ SubySandy Thomson

Tri-Valley Conservancy has

made every effort to record the

names of donors in this report

accurately and completely. If we

have inadvertently overlooked

or misstated your name please

accept our sincere apology and

bring it to our attention.

With SincereAppreciation toThose WhoSupport Us...

tri-ValleyConserVanCy


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finance coMMitteeEveryone knows that 2008 was a terrible year or most equity investors. The nancial/credit

crisis led to ull blown recession which in turn caused a downturn in consumer and business

spending. All this was refected in equity markets which ell o a cli over the latter hal o

the year. Any way you cut it and no matter where you invested around the world, 2008 was a

disaster or long term investors

I regretfully report that the combined nancial statements for the year ending December 31,

2008 reect net assets totaled $11,942,128 which is a decrease of $2,426,657 (unrealized

investment loss) and $900,000 (option to purchase property) when compared to December 31,

2007. We look hopeully to the uture and trust the markets will turn around in the long term.

Thank you to Mark Eaton and Karl Wente who served on this committee in 2008.

Chair: Jean King

Board goVernance coMMitteeThis committee met regularly during the past year to discuss the involvement o all directors in

the activities and goals or the Conservancy, to select new candidates or directorship and to make

recommendations or improving the Boards committee structure.

Current strategic, conservation and undraising plans were the topic o discussion during a

January 2008 retreat or the Board. What materialized rom that retreat was that the Tri-Valley

Conservancy needed to identiy key changes and organizational challenges in the near uture.

The Boards retreat and subsequent discussions highlighted the need or another board member

to be elected beore the end o the year. The Board Governance committee recommended Kathy

Farrell. Kathy agreed to join the TVCs Board as At-Large Director in June 2008. The Board will

be looking to ll two more seats during 2009.

Thank you to Jean King and Michael Princevalle who served on this committee with me in 2008.

Chair: William D. Thomson

Copies of the 2008 audit are available upon request.

Contributions/Grants 30,474 6%Net rom Benefts (Fundraiser) 25,342 5%Progra m Income 92,073 19%

From reserve account 368,858 71%Total Organization Support & Revenue $516,747

Program Expenses 305,923 59%Management & General Expenses 141,036 27%Fundraising Expenses 69,788 14%

Total Organization Expenses $516,747

organization support & reVenues

Contributions/Grants 6%Net rom Benefts 5%

rom Reserve Account 71%

Program Income 19%

organization expenses

Program Expenses 59%

Management & GeneralExpenses 27%

Fundraising Expenses 14%

annual report 2008


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UpcomingEvEnts

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1st Wednesday Street Party

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Wednesday, September 2nd

1st Wednesday Street PartyDowntown Pleasanton

Thursday, September 17th

Livermore Farmers MarketCarnegie Park at 3rd & J Street

Sunday, September 19th

Pleasantons Farmers MarketMain & W. Angela Street

Tuesday, November 17th

Quest for Excellence Series2009 Annual Harvest Review

Documents

2008 Annual Report Tri-Valley Conservancy Newsletter