Preserving Land for Future Generations

Annual Report 2007

Mission Statement
To permanently protect the fertile soils, rangelands, open space and biological resources and to support a viable agricultural economy in the Tri-Valley area.

Vision
Preservation of agricultural lands and natural open spaces in our area is vital to protecting our quality of life. Tri-Valley Conservancy will foster the creation and maintenance of a productive and balanced environment for current and future generations of Tri-Valley area residents. We envision a future 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 food, recreation, and watershed for the long-term health and viability of our community. We are committed to the permanent protection of lands that are critical to the health of the environment.

We are committed to the permanent protection of lands that are critical to the health of the environment.

Board of Directors
Jim Perry, Chair Rik Hansen, Vice-Chair Karl Wente, Secretary Jean King, Treasurer Mark Eaton Miriam Miller Michael Princevalle Mary Roberts Bill Thomson

Staff
Sharon Burnham, Executive Director Laura Mercier, Associate Director Barbara Graham, Office Manager Monica DePalmo, Stewardship Assistant

Legal Counsel
Shute, Mihaly and Weinberger LLP

Independent Auditor
Moreland and Bologna Accountants

Investment Advisor
Altamont Capital Management

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Message from the Chair,

On behalf of the Tri-Valley Conservancy Board of Directors, we thank you for your continued support. Because of your generosity Tri-Valley Conservancy has: Ensured that over 4,100 acres are under agricultural conservation easements, including 1,900 acres that support the South Livermore Valley Trail System Completed a conservation plan for the entire Tri-Valley Region Launched two education programsone in support of local viticulture, the other for local olive growers. Our work touches the lives of everyone in the Tri-Valley, from families who enjoy riding and walking, to farmers who are able to keep their lands in production, and to our communities who enjoy the surrounding scenic beauty. As we look to the future, we will need your help to take our next steps and add miles of public trails, protect hundreds of acres of wildlife habitat, preserve agriculture and conserve scenic areas for all to enjoy. In the end, future generations will measure our success by the amount of land left for them to enjoy as scenic beauty, public recreation, or local agriculture. We do not inherit this land from our ancestors; we borrow it from our children. Lets leave them something to remember us by.

Our work touches the lives of everyone in the Tri-Valley

Jim Perry

A n n ua l R ep o rt 2007

Land Conservation Committee

This past year the Conservancys Board took on the challenge of completing its first comprehensive Land Conservation Plan; the purpose of which is to provide a framework for identifying and evaluating conservation lands with the ultimate goal of preserving our quality of life. The Plan identifies priority landscapes, focusing on the agricultural lands that define the Tri-Valleys heritage as well as the trails and natural habitat the community desires. Together with the Plan, TVC developed maps to identify existing public and/or privately protected land, endangered and threatened species, existing and proposed trails, habitat and vegetation, risks for development, prime farmland and watersheds. The Conservancy also hired a fundraising consultant to help identify key partners and provide strategy to raise the $14 million price tag for the implementation of the Land Conservation Plan. Thank you to Jean King, Mary Roberts, Karl Wente, Bill Hoppes and Jon Harvey, who served on this committee with me in 2007. Chair: William D. Thomson

Resource Development Committee

We spent 2007 in support of driving our mission to areas of preservation outside of the South Livermore Valley Area Plan. Most of our current financial resources are restricted to use exclusively within the SLVAP. In 2007, we looked to the future, and actively engaged our entire board and staff in forward financial planning for expanded conservation in the Tri-Valley. The result of this years work is a three-year fundraising plan.It includes a major donor program; board training; message and branding enhancement; and a strengthening of our membership program. Our initial implementation of the fundraising plan is already showing results. TVC is experiencing a 20% increase in donations, compared to 2006 donations. In addition, our donors are renewing at a 55% rate, compared to 16% rate in 2006.

We are committed to the permanent protection of lands that are critical to the health of the environment.

In September, our traditional annual BBQ delivered more success. There were 110 supporters in attendance at Eagle Ridge Winery in Livermore. Fundraising events like this cannot take place without the commitment and dedication of many people. We are ever thankful to our volunteers for their hard work. 2007 also brought us to our third year of a three-year partnership with the Livermore Valley Winegrowers Association. The Taste of Terroir wine and food event has become a premier educational and social event in the Tri-Valley area. The 2007 event sold out a week before the event took place. TVC is proud to have played a part in the making of the Taste of Terroir. Thank you to Miriam Miller and Michael Princevalle who served on this committee with me in 2007. Chair: H.R. Hansen, Jr.

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Our Special Events in 2007...

Annual BBQ September 9th
Our 4th annual barbeque was a huge success, drawing over 100 people. The guest list included Tri-Valley leaders, many of our loyal supporters and new friends who joined us for an afternoon of food, wine and the unveiling of TVCs land conservation plan. A special thank you to Jim and Cheryl Perry who hosted the event at Eagle Ridge Vineyard.

Taste of Terroir
On the evening of July 26, 2007 Tri-Valley Conservancy and Livermore Winegrowers Association presented eighteen winemakers and eighteen chefs who collaborated to create signature dishes that complemented the wines. Over 500 guests attended last years sold out Wine & Food Experience Taste of Terroir.

A n n ua l R ep o rt 2007

With Sincere Appreciation to Those Who Support Us...

We want to thank each of the individuals and companies listed who share our concern for open space and have helped make a difference in the quality of life in the Tri-Valley.

Steward of the Land $1000 + Bob Baltzer Mr. Michael Fredrich GE Foundation Jean King Ms. Read Phillips Mr. & Mrs. Barry Shames Ms. Margaret Jory Tracy James Irvine Foundation (Ms. Regina Muehlhauser) Sponsor of Preservation $500 - $999 Anonymous (1) Judge & Mrs. Mark Eaton Mr. & Mrs. Jon Harvey Mrs. Virginia Madden Dr. Ford Roberts & Mary Roberts Joan & Lynn Seppala Bill & Sandy Thomson Mr. Karl Wente Patron of Preservation $250 - $499 Mr. Michael Cobler Ms. Harriet Cole Mr. & Mrs. James DeMartini Jr. Mr. & Mrs. Archer Futch Larry & Jean Godwin Mrs. Patricia Hansen Rik Hansen. Mr. & Mrs. John Houghton Mr. & Mrs. Patrick Kirby Mr. & Mrs. Roger Lake Mr. & Mrs. Patrick McMenamin Mr. & Mrs. Don Miller Mr. & Mrs. Richard Moreno Jim & Cheryl Perry Mr. & Mrs. Douglas J. Ratto Thornburg Investment Management, Inc. Mr. & Mrs. Peter Schmidt Mr. Kevin Schoenfeld & Ms. Debbie Wojtowicz

Mr. Jonathan Krueger & Ms. Patricia Fuzesy Mr. & Mrs. John LaGrant Mr. Herman & Councilmember Marj Leider Mr. & Mrs. Hal Liske Harry & Lois Lutz Mr. & Mrs. Stephen Massey Mr. Robert McGlinchey Dr. & Mrs. Mort Mendelsohn Barbara & David Mertes Mr. & Mrs. Michael Murphy Mr. Matt Nolan Councilmember & Mrs. Scott Perkins Mr. & Mrs. John Pinelli Michael Princevalle Mr. Tom Reitter & Ms. Brenda Balanda Mr. & Mrs. Terry Rossow Mr. & Mrs. Charles Shaw Mr. & Mrs. Ray Smith Ms. Joy Schorno Ms Lori Souza Ms. Barbara Stear Mr. Ronald D. Streit Mr. & Mrs. John Sutter Mark & Maria Triska Ted & Ayn Wieskamp Mr. & Mrs. Leland Younker Friend of Preservation under $100

Mr. & Mrs. William Ward Ms. Beth Wilson Ms. Kathleen Young Underwriters Friends of the Vineyards Kathy FarrellState Farm Insurance Livermore Cyclery Moreland & Bologna Accountants Safeway Inc. In Kind Donors Alden Lane Nursery Arroyo Windmill Bobbins to Britches Rick & Pam Corbett Stoney Ridge Winery El Sol Vineyard Genesis Ranch Rik Hansen Imagesetters Livermore Valley Florist John Madden Pacific Coast Farmers Market Association Pleasanton Rentals Michael Princevalle Olivina Richards Arts & Crafts Starbucks Trader Joes Victorine Valley Farms Karl Wente of Wente Family Estates Wood Ranch Estates Volunteers Arianna & Olivia Addis Carol Armbruster Leona Bingaman Bill & Connie Bish Paula Campbell Courtney & Jim Coats Germaine Cordes Laura Danielson Danny, Monica, Charlie & Claire DePalmo Sean Farrell Norma J. Foss Dr. David & Dr. Karen Furst Harry Galles & Linda Nidever-Galles Jim Hadley John & Sue Houghton Dr. Kristen Ivani Connie Kirchner Renee March Rick Martin Vicki Mason Howard & Diana Mendenhall Sybil Mercier Vicki McInerney M. Weldon Moreland Jennifer Muzzall Carolyn Newton Linda Schmidt KC Sharp Sue Springer D. J. Suby Jayne Wiertalla Carrie Williams

Partner of Preservation $100 - $249 Anonymous (4) Mr. & Mrs. Jim Adams Ms. Emily Bologna Mr. William Bookless Mr. & Mrs. Donald Bradley Mr. & Mrs. Frank Brandes Jr Dr. & Mrs. James P. Buttafuoco Mr. & Mrs. Samuel Chin Jon & Elizabeth Christensen Mr. & Mrs. Brian Cornell Mr. & Mrs. Patrick Costanzo Jr Ms. Sue Dyer Mark & Judy Eckart Mr. James Edgett Ms. Charlotte French Dr. David & Dr. Karen Furst Ms. Tamara Galanter Mr. Harry Galles & Ms. Linda Nidever-Galles Mr. & Mrs. T.J. Gilmartin Lee Harris Mr. & Mrs. Ronald Harrison Mr. & Mrs. Ray Hill Doug & Nadine Horner Jim & Pat Kohnen 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.

Anonymous (4) Mr. Roy Bettenhausen Mr. & Mrs. Fred Bossler Les & Helen Bridge Michael & Corrine Brooks Joe & Janet Cristiano Mr. & Mrs. David Darlington Mr. Robert Fletcher Mr. & Mrs. James Folta Mr. Thom Gamble & Ms. Karen Koehler Mrs. Mary Ann Hannon Kathy Ann Harris Mr. & Mrs. William Hilby Mr. & Mrs. Kurt Hornbacker Barry & Maggie Hottle Mr. Daniel Jones & Ms. Joyce Norton-Jones Mr. William Junk Ms. Margaret Mathias Mr. Steven McCullough Mr. & Mrs. Russell Miller Mr. Milo Nordyke Mr. John Norwood Mr. William E. Ormand Mr. & Mrs. Norman Petermeier Rolf & Susan Peterson Mr. & Mrs. John Pitts Mr. & Mrs. Jeffery Richardson Mr. & Mrs. Steven Ridout Mr. & Mrs. Mark Rinetti Nancy & Garry Rodrigue Mr. Remo Rosa Mr. & Mrs. Terry Rossow Mr. & Mrs. Balazs Rozsnyai Mr. & Mrs. Dane Stark Mr. & Mrs. John Stein Ellen Turner Jim & Carol Waksdal

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Finance Committee
I am pleased to report that the combined financial statements for the year ending December 31, 2007 reflect a year of substantial growth as well as a sound financial condition. Net assets totaled $14,970,106 which is an increase of $915,208 when compared to December 31, 2006. Most of the increase in net assets resulted from mitigation monies from the Ruby Hills development and interest/dividends on investments. Net proceeds from special events during 2007 totaled $14,264. Thank you to Mark Eaton and Karl Wente who served on this committee in 2007. Chair: Jean King

Organization Support & Revenues

Program Income 27% Contributions/Grants 4% Net from Benefits 3%

Organization Expenses
Management & General Expenses 23% Fundraising Expenses 4%

Legal 12% Investment Income/Loss 66% Land Program Expenses 61%

Contributions/Grants. . . . . . . . . . . . . . . . . . $31,185 Land Program Expenses. . . . . . . . . . . . . . . $299,924 Net from Benefits. . . . . . . . . . . . . . . . . . . . $14,264 Legal. . . . . . . . . . . . . . . . . . . . . . . . . . . $ 59,372 Investment Income/Loss. . . . . . . . . . . . . . . $522,970 Management & General Expenses. . . . . . . . . $110,782 Program Income. . . . . . . . . . . . . . . . . . . . $214,132 Fundraising Expenses. . . . . . . . . . . . . . . . . . $20,151 Total Organization Support & Revenue. . . . $782,551 Total Organization Expenses. . . . . . . . . . . . . $490,229 Copies of the 2007 audit are available upon request.

Board Development Committee

This committee met regularly during the past year to discuss the involvement of all directors in the activities and goals of the Conservancy, to select new candidates for directorship, and to make recommendations for improving the Boards committee structure. Setting the goal that all directors would make a personal donation to TVC was accomplished. Last year, Tri-Valley Conservancy joined 31 other land trusts across the country in providing leadership for the national land trust movement. We succeeded in the Land Trust Alliances Board Member Challenge by encouraging board members to join the Land Trust Alliance (LTA) as individual members, adding much needed strength to the national work that will affect local land conservation across the country. With 100% of TVCs board members joining LTA, Tri-Valley joined just nine other land trusts nationwide that met the highest mark in the Challenge 100% participation. Thank you to Jean King and Michael Princevalle who served on this committee with me in 2007. Chair: William D. Thomson

A n n ua l R ep o rt 2007

The Tri-Valley Conservancy will continue to focus on permanently protecting lands that preserve the areas rural character, scenic beauty, and diverse environmental resources. Protecting these lands, we envision that both human life and wildlife can survive and thrive. We will work in partnership with local landowners, the community, nonprofit organizations, conservation agencies and local, regional, state and federal government agencies to protect two major wildlife and biological corridors along the Pleasanton and Altamont Ridges. We will protect lands that will allow people to hike, bike, and walk throughout the hills and vineyards to enjoy the land, thereby being motivated to protect it. We will promote long-term stewardship of local lands that will result in safeguarding agriculture and water resources of the Tri-Valley area.
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Production of this annual report was partially funded by Sandia National Laboratory/California.

www.trivalleyconservancy.org
1736 Holmes Street, Bldg. B Livermore, CA 94550-6012 tel: 925 449-8706 fax: 925 449-8709

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