SAVE MOUNT DIABLO: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
SAVE MOUNT DIABLO (EIN 94-2681735)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-15
IRS object ID
201833199349306443
Schema version
2017v2.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-11-15T09:32:50-08:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN942769017PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DAMORE HAMRIC & SCHNEIDER INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11515 RIVER PARK DR STE 150AddressLine1Txt
CitySACRAMENTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP958154606ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN942681735EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SAVE MOUNT DIABLOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSAVEBusinessNameControlTxt
Phone9259473535PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11901 OLYMPIC BOULEVARDAddressLine1Txt
CityWALNUT CREEKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94596ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEDWARD SORTWELL CLEMENT JRPersonNm
Person TitleExecutive Dir.PersonTitleTxt
Signature2018-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRONALD A LEYPreparerPersonNm
PTINP00054151PTIN
Phone9164812856PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerEDWARD SORTWELL CLEMENT JRPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11901 OLYMPIC BLVD SUITE 320AddressLine1Txt
CityWALNUT CREEKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94596ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$6,635,204GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
All Affiliates IncludedfalseAllAffiliatesIncludedInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.SAVEMOUNTDIABLO.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1971FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionSEE SCHEDULE OActivityOrMissionDesc
Voting Members Governing Body13VotingMembersGoverningBodyCnt
Voting Members Independent13VotingMembersIndependentCnt
Total Employee21TotalEmployeeCnt
Total Volunteers1545TotalVolunteersCnt
Total Gross UBI$393TotalGrossUBIAmt
PY Contributions Grants$3,314,762PYContributionsGrantsAmt
CY Contributions Grants$3,688,923CYContributionsGrantsAmt
PY Program Service Revenue$121,091PYProgramServiceRevenueAmt
CY Program Service Revenue$146,008CYProgramServiceRevenueAmt
PY Investment Income$18,882PYInvestmentIncomeAmt
CY Investment Income$22,798CYInvestmentIncomeAmt
PY Other Revenue$153,799PYOtherRevenueAmt
CY Other Revenue$209,053CYOtherRevenueAmt
PY Total Revenue$3,608,534PYTotalRevenueAmt
CY Total Revenue$4,066,782CYTotalRevenueAmt
PY Grants And Similar Paid$11,028PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$8,597CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,317,230PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,406,813CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$736,008CYTotalFundraisingExpenseAmt
PY Other Expenses$1,146,637PYOtherExpensesAmt
CY Other Expenses$1,863,119CYOtherExpensesAmt
PY Total Expenses$2,474,895PYTotalExpensesAmt
CY Total Expenses$3,278,529CYTotalExpensesAmt
PY Revenues Less Expenses$1,133,639PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$788,253CYRevenuesLessExpensesAmt
Total Assets BOY$19,440,593TotalAssetsBOYAmt
Total Assets EOY$20,990,704TotalAssetsEOYAmt
Total Liabilities BOY$611,995TotalLiabilitiesBOYAmt
Total Liabilities EOY$568,449TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$18,828,598NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$20,422,255NetAssetsOrFundBalancesEOYAmt
MissionPreserve Land on and around Mount Diablo to ensure healthy ecosystems and continued access.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$884,564ExpenseAmt
DescLAND ACQUISITION:SAVE MOUNT DIABLO ACQUIRES 95-ACRE ANDERSON RANCH, ENDING FOUR DECADES OF DEVELOPMENT THREATS. SIZE: 95 ACRES | IN A HISTORIC TRANSACTION MARKED BY YEARS OF EFFORT, SAVE MOUNT DIABLO PURCHASED THE BEAUTIFUL AND SOUGHT-AFTER ANDERSON RANCH IN MORGAN TERRITORY. (CONTINUED ON SUPPLEMENTAL SCHEDULE O)Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$637,227ExpenseAmt
DescLAND USE PLANNING & STEWARDSHIP:LAND USE PLANNNING:SAVE MOUNT DIABLO REGULARLY MONITORS THE AGENDAS OF 50 DIFFERENT PLANNING COMMITTEES AND PUBLIC AGENCIES. THIS WORK CAN TAKE TIME AS WE RESEARCH, WRITE LETTERS, TESTIFY AND COLLABORATE ON SOLUTIONS. WE RESPONDED TO 30 LAND USE PROJECTS IN 2017. (CONTINUED ON SUPPLEMENTAL SCHEDULE O)STEWARDSHIP:SAVE MOUNT DIABLO CURRENTLY OWNS AND/OR MANAGES 18 PROPERTIESTOTALING 1,980 ACRES.SAVE MOUNT DIABLO ALSO MONITORS PERPETUAL CONSERVATION EASEMENTS ON 2 PROPERTIES, TOTALLING 22 ACRES.(CONTINUED ON SUPPLEMENTAL SCHEDULE O)Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$462,579ExpenseAmt
DescEDUCATION & RECREATION:FROM LAND MANAGEMENT PROJECTS TO SUPPORTING OFFICE OPERATIONS, EVENTS, COMMUNITY OUTREACH AND RECREATION, 1,545 VOLUNTEERS COMPLETED OVER 8,000 HOURS OF SERVICE IN 2017.(CONTINUED ON SUPPLEMENTAL SCHEDULE O)Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$1,984,370TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsYes (true)ConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document22IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee21EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsYes (true)NondeductibleContributionsInd
Nondeductible Contri DisclYes (true)NondeductibleContriDisclInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Form8282 Filed0Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Org Filed In Lieu Of Form1041falseOrgFiledInLieuOfForm1041Ind
Licensed More Than One StatefalseLicensedMoreThanOneStateInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members13GoverningBodyVotingMembersCnt
Independent Voting Member13IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd
OtherYes (X)OtherInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMONICA OEIPersonNm
Phone9259473535PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11901 OLYMPIC BOULEVARD SUITE 320AddressLine1Txt
CityWALNUT CREEKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94596ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
SCOTT HEIN
President4.000.00Yes (X)Yes (X)$0$0$0
AMARA MORRISON
Secretary4.000.00Yes (X)Yes (X)$0$0$0
BURT BASSLER
Treasurer4.000.00Yes (X)Yes (X)$0$0$0
HEATH BARTOSH
Director2.000.00Yes (X)$0$0$0
JOE CANCIAMILLA
Director2.000.00Yes (X)$0$0$0
JOHN GALLAGHER
Director2.000.00Yes (X)$0$0$0
CLAUDIA HEIN
Director2.000.00Yes (X)$0$0$0
SUE OHANIAN
Director2.000.00Yes (X)$0$0$0
BOB MARX
Director2.000.00Yes (X)$0$0$0
MALCOLM SPROUL
Director2.000.00Yes (X)$0$0$0
JEFF STONE
Director2.000.00Yes (X)$0$0$0
JIM FELTON
Director2.000.00Yes (X)$0$0$0
LIZ HARVEY
Director2.000.00Yes (X)$0$0$0
EDWARD SORTWELL CLEMENT JR
Executive Dir.40.000.00Yes (X)$147,815$0$7,254
SETH ADAMS
LAND CONSERV. DIR.40.000.00$97,076$0$15,134Yes (X)
MEREDITH HENDRICKS
LAND PROG. DIR.40.000.00$110,139$0$5,661Yes (X)
MONICA OEI
FINANCE&ADMIN DIR.40.000.00$83,748$0$11,652Yes (X)
DEBORAH WHITE
DEVELOPMENT DIR.40.000.00$110,167$0$15,685Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$548,945TotalReportableCompFromOrgAmt
Total Other Compensation$55,386TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K3IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1B&W 1901 OLYMPIC BLVD LLCBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line11777 OAKLAND BLVD STE 100AddressLine1Txt
CityWALNUT CREEKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94806ZIPCd
FieldValueIRS element (for citing)
ServicesOFFICE RENTServicesDesc
Compensation$146,772CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Fundraising$271,380FundraisingAmt
All Other Contributions$3,417,543AllOtherContributionsAmt
Noncash Contributions$243,195NoncashContributionsAmt
Total Contributions$3,688,923TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
LAND REVENUE & MGMT FEES900099$11,849$11,849
MANAGEMENT FEES900099$2,752$2,752
PROGRAM EVENTS900099$131,407$131,407
FieldValueIRS element (for citing)
Total Program Service Revenue$146,008TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$23,780TotalRevenueColumnAmt
Exclusion$23,780ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$393RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$393RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$393TotalRevenueColumnAmt
Unrelated Business Revenue$393UnrelatedBusinessRevenueAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,567,440SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,568,422SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$982SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$982TotalRevenueColumnAmt
Related Or Exempt Func Income-$982RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$184,430FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$271,380ContriRptFundraisingEventAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$184,430TotalRevenueColumnAmt
Exclusion$184,430ExclusionAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$24,230TotalRevenueColumnAmt
Exclusion$24,230ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$24,230OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,066,782TotalRevenueColumnAmt
Related Or Exempt Func Income$145,026RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$393UnrelatedBusinessRevenueAmt
Exclusion$232,440ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$8,597TotalAmt
Program Services$8,597ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$155,069TotalAmt
Program Services$63,578ProgramServicesAmt
Management And General$38,767ManagementAndGeneralAmt
Fundraising$52,724FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,251,744TotalAmt
Program Services$501,644ProgramServicesAmt
Management And General$429,161ManagementAndGeneralAmt
Fundraising$320,939FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$111,359TotalAmt
Program Services$70,030ProgramServicesAmt
Management And General$23,151ManagementAndGeneralAmt
Fundraising$18,178FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$143,453TotalAmt
Program Services$38,697ProgramServicesAmt
Management And General$1,690ManagementAndGeneralAmt
Fundraising$103,066FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$12,337TotalAmt
Program Services$475ProgramServicesAmt
Management And General$163ManagementAndGeneralAmt
Fundraising$11,699FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$157,089TotalAmt
Program Services$62,461ProgramServicesAmt
Management And General$39,566ManagementAndGeneralAmt
Fundraising$55,062FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$46,335TotalAmt
Program Services$36,159ProgramServicesAmt
Management And General$3,140ManagementAndGeneralAmt
Fundraising$7,036FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$88,098TotalAmt
Program Services$83,693ProgramServicesAmt
Management And General$4,405ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$39,583TotalAmt
Program Services$30,692ProgramServicesAmt
Management And General$3,787ManagementAndGeneralAmt
Fundraising$5,104FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
ACQUISITION-CONSERVATION LAND$884,564$884,564
OUTSIDE SERVICES$210,715$116,662$240$93,813
EQUIPMENT/MAINTENANCE/RENTAL$55,795$18,301$9,604$27,890
Printing and Publications$54,914$27,637$520$26,757

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$58,877TotalAmt
Program Services$41,180ProgramServicesAmt
Management And General$3,957ManagementAndGeneralAmt
Fundraising$13,740FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,278,529TotalAmt
Program Services$1,984,370ProgramServicesAmt
Management And General$558,151ManagementAndGeneralAmt
Fundraising$736,008FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,526,348BOYAmt
EOY$2,962,937EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$473,550BOYAmt
EOY$1,281,591EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$70,685BOYAmt
EOY$16,688EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$34,554BOYAmt
EOY$46,095EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$232,654LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$174,613LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$24,758BOYAmt
EOY$58,041EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,611,370BOYAmt
EOY$1,492,123EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$14,699,328BOYAmt
EOY$15,133,229EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$19,440,593BOYAmt
EOY$20,990,704EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$164,069BOYAmt
EOY$160,484EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$447,926BOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
EOY$407,965EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$611,995BOYAmt
EOY$568,449EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$17,698,123BOYAmt
EOY$17,730,387EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,130,475BOYAmt
EOY$2,143,348EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
EOY$548,520EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$18,828,598BOYAmt
EOY$20,422,255EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$19,440,593BOYAmt
EOY$20,990,704EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$788,253ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$31,696NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$773,708OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,435,384CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,696,603CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,205,719CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,285,286CurrentTaxYearMinus1YearAmt
Current Tax Year$3,575,194CurrentTaxYearAmt
Total$18,198,186TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,435,384CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,696,603CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,205,719CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,285,286CurrentTaxYearMinus1YearAmt
Current Tax Year$3,575,194CurrentTaxYearAmt
Total$18,198,186TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$4,975,074SubstantialContributorsTotAmt
Public Support Total170$13,223,112PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$63,008CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$44,602CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$29,691CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$15,911CurrentTaxYearMinus1YearAmt
Current Tax Year$23,780CurrentTaxYearAmt
Total$176,992TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$34,684CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$50,692CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$46,547CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$95,828CurrentTaxYearMinus1YearAmt
Total$227,751TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$100,055CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$95,928CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$175,530CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$142,039CurrentTaxYearMinus1YearAmt
Current Tax Year$184,430CurrentTaxYearAmt
Total$697,982TotalAmt
FieldValueIRS element (for citing)
Total Support$19,300,911TotalSupportAmt
Gross Receipts Rltd Activities$1,177,240GrossReceiptsRltdActivitiesAmt
Public Support CY1700.68510PublicSupportCY170Pct
Public Support PY1700.62820PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Protection Natural HabitatYes (X)ProtectionNaturalHabitatInd
Preservation Open SpaceYes (X)PreservationOpenSpaceInd
Total Easements2TotalEasementsCnt
Total Acreage20TotalAcreageCnt
States Easements Held1StatesEasementsHeldCnt
Written Policy MonitoringYes (true)WrittenPolicyMonitoringInd
Staff Hours Spent Enforcement15StaffHoursSpentEnforcementCnt
Expenses Incurred Enforcement$588ExpensesIncurredEnforcementAmt
Section170h Rqr StsfdfalseSection170hRqrStsfdInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Contributions$752,202ContributionsAmt
Investment Earnings Or Losses$168InvestmentEarningsOrLossesAmt
End Year Balance$752,370EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
End Year Balance-$16,595EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00270BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.00730PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
Related Org List Sch RfalseRelatedOrgListSchRInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$213,422OtherCostOrOtherBasisAmt
Depreciation$155,381DepreciationAmt
Book Value$58,041BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$19,232OtherCostOrOtherBasisAmt
Depreciation$19,232DepreciationAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$58,041TotalBookValueLandBuildingsAmt
Total Book Value Securities$1,492,123TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (7 entries)

DescDescBook ValueBookValueAmt
CHARITABLE REMAINDER TRUST$1,020,393
CONSERVATION LAND$12,976,314
CONSERVATION LAND HELD FOR SALE$12,300
CONSERVATION LAND STRUCTURES$919,778
DEED OF CONSERVATION EASEMENT$3
DEPOSIT$8,892
LAND PURCHASE OPTION$195,549
FieldValueIRS element (for citing)
Total Book Value Other Assets$15,133,229TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescCRT Distribution PayableDesc
Amt$407,965Amt
FieldValueIRS element (for citing)
Total Liability$407,965TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$4,095,530TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts$28,748DonatedServicesAndUseFcltsAmt
Revenue Not Reported$28,748RevenueNotReportedAmt
Revenue Subtotal$4,066,782RevenueSubtotalAmt
Total Revenue Per Form990$4,066,782TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,278,529TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$3,278,529ExpensesSubtotalAmt
Total Expenses Per Form990$3,278,529TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part II, Line 5: Summarized PolicySave Mount Diablo has an SMD Board and Land Trust Alliance Accreditation Commission-approved Conservation Easement Enforcement Policy which outlines annual monitoring, land owner relationships, violation protocols and enforcement guidelines. Save Mount Diablo also maintains a legal defense fund and holds Terra Firma conservation insurance.
Part II, Line 9: Organization Reporting of conservation easements.Deed of Conservation Easement: A perpetual conservation easement is a voluntary legal agreement between a landowner and a qualified organization, such as a land trust, to protect the natural or cultural resources of that land forever. The conservation easement will protect the resources SMD purchased the property to save, by having the landowner help steward the land while also allowing them to live on the land they love when applicable. The agreement limits the landowners rights on the property in order to protect the lands conservation values. In 2016, the Organization acquired its first conservation easement in connection with the sale of the Curry Creek 2 property, totaling 4.9 acres. The easement has no financial value since zoning permits a minimum parcel size of 5 acres, limiting development value to the existing, single home site. The Organization has valued the easement as $1 in the financial statements.
Part V, Line 4: Intended uses of the endowment fund.The long-term goal of Save Mount Diablos (SMD) Stewardship Endowment Fund is to financially support, in perpetuity, SMDs stewardship obligations for its conserved lands and other properties under its care. To fulfill its stewardship obligations, SMD must have the resources to perform activities such as the following:periodically monitor and visit each protected property;maintain SMD Fee Simple owned property infrastructure;preserve natural and cultural resources through adaptive management;address safety risks and reduce liability;respond to landowner inquiries on SMD Conservation Easement lands;maintain relations with neighbors of SMD Fee Simple owned properties, and participate in landowner collaborations such as road associations;maintain relations with landowners of SMD Conservation Easement lands;respond to requests for approval of permitted activities on SMD Conservation Easement lands;respond to requests to amend a Conservation Easement;respond to Conservation Easement violations to address problems and avoid litigation;conduct habitat restoration and climate resiliency work on Fee Simple owned lands;conduct fire abatement activities on SMD Fee Simple lands; numerous other stewardship activities such as managing conservation grazing programs and other outside services on SMD conserved lands; respond to natural disasters such as floods and fires;pay applicable taxes and fees associated with the property or property interest ownership; andany other stewardship matters and costs that come up for SMDs conserved lands and properties under its care.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyfalseAgrmtProfFundraisingActyInd
Licensed StatesCALicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWILicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesNMLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1MOONLIGHT MOUNTAINEvent1Nm
Gross Receipts Event1$455,810GrossReceiptsEvent1Amt
Charitable Contri Event1$271,380CharitableContriEvent1Amt
Gross Revenue Event1$184,430GrossRevenueEvent1Amt
Gross Receipts Total$455,810GrossReceiptsTotalAmt
Charitable Contributions Tot$271,380CharitableContributionsTotAmt
Gross Revenue Total Events$184,430GrossRevenueTotalEventsAmt
Net Income Summary$184,430NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd
Total501c3 Org0Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeMARY BOWERMAN SCIENCE RESEARCHGrantTypeTxt
Recipient6RecipientCnt
Cash Grant$8,597CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceGrantmaker's Description of How Grants are UsedFormAndLineReferenceDesc
ExplanationSave Mount Diablo's Stewardship and Outreach Coordinator staffs the Mary Bowerman Science and Research Program. The coordinator is responsible for overseeing that all of the grant requirements are met. As a condition of the funding, awardees are responsible for presenting at the annual Mary Bowerman Science and Research Colloquium in December. Staff coordinates this event and tracks what awardees present in the given year. If there is a conflict with Colloquium scheduling, awardees can submit a written report by the end of the calendar year.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd
Rebuttable Presumption ProcfalseRebuttablePresumptionProcInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonEDWARD SORTWELL CLEMENT JRPersonNm
TitleExecutive Dir.TitleTxt
Base Compensation Filing Org$137,315BaseCompensationFilingOrgAmt
Bonus Filing Organization$10,500BonusFilingOrganizationAmount
Nontaxable Benefits Filing Org$7,254NontaxableBenefitsFilingOrgAmt
Total Compensation Filing Org$155,069TotalCompensationFilingOrgAmt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution8ContributionCnt
Noncash Contributions Rpt F990$243,195NoncashContributionsRptF990Amt
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (15 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, EtBOARD MEMBERS, SCOTT HEIN AND CLAUDIA HEIN, ARE HUSBAND AND WIFE.
Form 990, Part VI, Line 11b: Form 990 Review ProcessFORM 990 IS REVIEWED BY THE AUDIT COMMITTEE FOR REVIEW AND RECOMMENDATION TO THE BOARD. THE BOARD APPROVES THE FINAL FILING OF THE FORM 990.
Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of ConflictsAll key employees and all board & committee members are required to fill a form annually. If there is a conflict with any staff, the Executive Director shall determine whether a conflict of interest exists. If it is a board or committee member, the board shall determine if a conflict of interest exists. The person(s) involved with the transaction shall not be present during the board or committee's discussion. Any recusal of a board or committee member from the meeting is also noted in the minutes.
Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top ManagementThe Executive Director reviews compensation with the Executive Committee (composed of elected board members) based on other non-profit comparisons; the Executive Committee reviews the compensation for the Executive Director. This is an annual review prior to year end.
Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key EmployeesThe Executive Director reviews compensation with the Executive Committee (composed of elected board members) based on other non-profit comparisons; the Executive Committee reviews the compensation for the Executive Director. This is an annual review prior to year end.
Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public InspectionTHE FORM 990 IS POSTED ON THE ORGANIZATION'S WEBSITE AND IS ALSO AVAILABLE UPON REQUEST.
Form 990, Part VI, Line 19: Other Organization Documents Publicly AvailableAVAILABLE UPON REQUEST.
Other Changes In Net Assets Or Fund Balances - Other IncreasesACQUISITIONS OF CONSERVATION LAND = $884564
Other Changes In Net Assets Or Fund Balances - Other DecreasesLOSS ON DISPOSAL OF ASSET = -$80992
Other Changes In Net Assets Or Fund Balances - Other DecreasesLOSS ON SALE OF CONSERVATION LAND = -$26916
Other Changes In Net Assets Or Fund Balances - Other DecreasesUNREALIZED LOSS ON CHARITABLE REMAINDER TRUST = -$2948
FORM 990, PART I, LINE 1ORGANIZATION MISSION OR SIGNIFICANT ACTIVITIES:OUR MISSION IS TO FOREVER PRESERVE THE REMAINING 70,000 ACRES OF NATURAL LANDS AROUND MOUNT DIABLO THROUGH A CONSERVATION APPROACH THAT INTEGRATES PERPETUAL LAND PRESERVATION, ADVOCACY, STEWARDSHIP, LAND USE PLANNING, AND EDUCATION PROGRAMS. WE WORK TO PRESERVE MOUNT DIABLOS PEAKS, SURROUNDING FOOTHILLS, AND WATERSHEDS THROUGH LAND ACQUISITION AND PRESERVATION STRATEGIES DESIGNED TO PROTECT THE MOUNTAINS NATURAL BEAUTY, BIOLOGICAL DIVERSITY, AND HISTORICAL AND AGRICULTURAL HERITAGE; ENHANCE OUR AREAS QUALITY OF LIFE, AND PROVIDE RECREATIONAL OPPORTUNITIES CONSISTENT WITH THE PROTECTION OF NATURAL RESOURCES.
FORM 990, PART III, LINE 4A (CONTINUED)LAND ACQUISITION (CONTINUED):SAVE MOUNT DIABLO ACQUIRED THE 95 ACRES ON NOVEMBER 28, 2017, FOR $800,000. ANDERSON RANCH HAS RANKED HIGH ON SAVE MOUNT DIABLOS WISH LIST FOR FORTY YEARS BECAUSE OF ITS UNRIVALED VALUE FOR NATIVE PLANTS AND WILDLIFE, ITS CRITICAL LOCATION, AND THE THREAT OF DEVELOPMENT THAT HAD LOOMED OVER IT FOR DECADES. HIGHLY VISIBLE FROM THE MARSH CREEK ROAD SCENIC ROUTE, THE PROPERTY SITS ON A STUNNING PLATEAU IN OUR TOP PRIORITY ACQUISITION AREA AT THE NORTH END OF MORGAN TERRITORY RIDGE, EAST OF CLAYTON AND IN A LOCATION WITH UNUSUAL GEOLOGYSMALL VOLCANIC DOMES. IT IS CLOSE TO TWO OF OUR OTHER PROPERTIES, ALLOWING US TO RECONNECT HABITAT. THE PROPERTY IS ONE OF THE RARE PLACES IN CONTRA COSTA COUNTY OUTSIDE OF THE URBAN LIMIT LINE WHERE A SIGNIFICANT MAJOR SUBDIVISION WAS STILL BEING CONSIDERED, AS IT HAD INCLUDED AN APPROVED 40-UNIT SUBDIVISION. RECENTLY, IT HAD BECOME MUCH MORE VISIBLE TO POTENTIAL BUYERS DUE TO NEWLY OPENED TEMPORARY ACCESS FROM THE MORGAN TERRITORY ROAD CLOSING. FORTUNATELY, SAVE MOUNT DIABLOS PURCHASE OF THE PROPERTY WILL END THAT LARGE-SCALE DEVELOPMENT THREAT FOREVER.SAVE MOUNT DIABLO PROTECTS 17-ACRE MARSH CREEK 2 WITH CONSERVATION EASEMENTSIZE: 17 ACRES | WE SOLD 17-ACRE MARSH CREEK 2, LOCATED AT 12271 MARSH CREEK ROAD, TO PRIVATE BUYERS IN THE SPRING AS A PART OF OUR EXPANDED CONSERVATION BUYER PROGRAM. THE MAJORITY OF THE PROPERTY IS NOW PROTECTED BY A PERPETUAL CONSERVATION EASEMENT HELD BY SAVE MOUNT DIABLO AND HAS A ONE-ACRE BUILDING ENVELOPE THAT ALLOWS THE NEW OWNERS TO BUILD A HOME. CONNECTED TO ANOTHER SMD-OWNED PROPERTY BY A SEVEN-FOOT TALL CATTLE TUNNEL ESSENTIAL TO WILDLIFE MOVEMENT UNDER THE ROAD, IT HAS OUTSTANDING VIEWS OF MOUNT DIABLO. IT IS CONSIDERED PART OF DARK CANYON WITH IMPORTANT HABITAT CONNECTIVITY TO MARSH CREEK AND BLUE OAK WOODLAND TRAILING UP THE FLANKS OF THE HILLS. THE PROPERTY HAS THE POTENTIAL TO BE PART OF ANY FUTURE TRAIL SYSTEM ALONG THE MARSH CREEK CORRIDOR, AND TO CONNECT TO EAST BAY REGIONAL PARK DISTRICTS CLAYTON RANCH AND BLACK DIAMOND MINES REGIONAL PRESERVE TO THE NORTH AND TO MOUNT DIABLO STATE PARK TO THE SOUTH. SAVE MOUNT DIABLO RESERVED TRAIL RIGHTS ON THE PROPERTY SO AS NOT TO LOSE FUTURE CONNECTIVITY. WE ARE EXCITED TO PARTNER WITH THE NEW OWNERS IN THE PROTECTION OF THIS PROPERTY FOR YEARS TO COME.
FORM 990, PART III, LINE 4B (CONTINUED)LAND USE PLANNING (CONTINUED): UPDATESWE CONTINUED TO RESPOND TO UPDATES OF THE ANTIOCH GENERAL PLAN, WHICH LED TO THE UPDATE BEING TABLED. CONCORD NAVAL WEAPONS STATION REUSE PLANWE SET GOALS TO ACHIEVE IN THE FORTHCOMING SPECIFIC PLAN FOR THE PROJECT AND MADE SURE THE PLAN CONTINUES TO BUILD ON PAST VICTORIES.ANTIOCHWE HELPED LAUNCH A FORMAL COALITION IN ANTIOCH FOCUSED ON PROTECTING THE SAND CREEK FOCUS AREA, WHICH HAS THOUSANDS OF ACRES OF BEAUTIFUL HILLS, CREEK AND WILDLIFE HABITAT IN SOUTH ANTIOCH. COALITIONSWE CONTINUED COALITION WORK IN RESPONSE TO ONGOING EFFORTS AT THE CONCORD NAVAL WEAPONS STATION AND STRENGTHENED OUR COALITION IN ANTIOCH FOR A 2018 CAMPAIGN. URBAN LIMIT LINESWE CONTINUED TO WATCH FOR THREATS TO THE URBAN LIMIT LINE (ULL) AND SET A GOAL TO MAKE THE ULL PERMANENT (ONLY CHANGEABLE BY A VOTE OF THE PEOPLE) IN ANTIOCH. LEGAL REVIEWWE SPONSORED LEGAL REVIEW OF THE ANTIOCH GENERAL PLAN UPDATE WHICH CONTRIBUTED TO THAT UPDATE BEING POSTPONED.EAST CONTRA COSTA COUNTY HABITAT CONSERVANCY PLAN WE PARTICIPATED IN THE PUBLIC ADVISORY COMMITTEE OF THE HCP/NCCP AND ENCOURAGED CREATION OF AN HCP/NCCP IN ANTIOCH.Stewardship: VOLUNTEERSA DEDICATED AND TALENTED VOLUNTEER POOLSUPPORTED LAND MANAGEMENT AND EDUCATION ACTIVITIES THROUGHOUT THE YEAR. 33 PROPERTY MONITORS, 26 WORK PROJECT STEWARDS, AND 28 HIKE LEADERS COMPLETED 4,754 HOURS OVER 67 WORK PROJECTS AND 24 HIKES.BIOBLITZSAVE MOUNT DIABLO HOSTED ITS TENTH ANNUALBIOBLITZ IN MARSH CREEK STATE HISTORIC PARK AND MARSH CREEK RESERVOIR. WITH THE HELP OF SCIENTIFIC EXPERTS, NATURALISTS, AND ENTHUSIASTIC VOLUNTEERS, WE RECORDED 348 TOTAL SPECIES.NON-NATIVE REMOVAL24 WORKDAYS WERE ORGANIZED TO TREAT NON-NATIVE, INVASIVE SPECIES ON SAVE MOUNT DIABLO PROPERTIES USING AN INTEGRATED PEST MANAGEMENT APPROACH.RIPARIAN RESTORATION PROJECTSWITH THE SUPPORT OF THE EAST CONTRA COSTA HABITAT CONSERVANCY, SAVE MOUNT DIABLO STAFF AND VOLUNTEERS BROKE GROUND ON A NEW RIPARIAN RESTORATION PROJECT IN THE IRISH CREEK CORRIDOR, DOWNSTREAM FROM THE IRISH CANYON PLANTING SITES. VALLEY OAK ACORNS AND BUCKEYE NUTS WERE COLLECTED AND 140 TOTAL PLANTING SITES WERE ESTABLISHED ACROSS 5 PLANTING AREAS. WE ALSO CONTINUED TO MAINTAIN THREE OTHER RESTORATION SITES ON SAVE MOUNT DIABLO PROPERTIES ALONG MARSH CREEK AND SECURED A GRANT FROM THE CONTRA COSTA COUNTY FISH AND WILDLIFE COMMITTEE TO INITIATE AN ADDITIONAL RESTORATION PROJECT ON MARSH CREEK 7.DEBRIS REMOVALCLEANUP EFFORTS CONTINUED ON CURRY CANYON RANCH, MANGINI RANCH, MARSH CREEK, AND KIRKER CREEK. CONTRACTORS REMOVED A LARGE, FAILED CONCRETE CULVERT FROM GALINDO CREEK ON MANGINI RANCH AND REMOVED A MODULAR HOME FROM MARSH CREEK 7. SAVE MOUNT DIABLO HOSTED AN ANNUAL CALIFORNIA COASTAL CLEANUP EVENT REMOVING OVER 150 POUNDS OF TRASH FROM THE BANKS OF KIRKER CREEK.MAPS AND TRAILSWE CONVENED AN INTERAGENCY WORKING GROUP TO UPDATE SAVE MOUNT DIABLOS REGIONAL TRAIL MAP RESULTING IN A REPRINT OF THE WATER-PROOF, TEAR-PROOF MAP POPULAR WITH HIKERS, BIKERS, AND COMMUNITY MEMBERS OF ALL KINDS. THE REPRINT WAS SUPPORTED BY FREMONT BANK AND OVER 1,000 COPIES WERE GIVEN AWAY FREE OF CHARGE.EDUCATION & OUTREACH EFFORTSSTAFF AND VOLUNTEERS PARTICIPATED IN 35 TABLING AND SPEAKING ENGAGEMENTS ACROSS 13 CITIES IN CONTRA COSTA COUNTY.
FORM 990, PART III, LINE 4C (CONTINUED)EDUCATION & RESEARCH (CONTINUED):VOLUNTEERSOUR VOLUNTEERS ARE THE HEROES AND HEROINES OF LAND PRESERVATION. THEY MAKE OUR EVENTS POSSIBLE, WHETHER IT BE BY BECOMING A HIKE LEADER, ASSISTING WITH EVENT REGISTRATION, STAFFING AID STATIONS, TAKING PHOTOS OR SETTING UP EQUIPMENT. THEIR HARD WORK AND GENEROSITY ARE WHAT MAKE THIS ORGANIZATIONS EFFORTS SO SUCCESSFUL.(TO ALL OF THOSE WHO SHARED THEIR ENTHUSIASM FOR THE DIABLO WILD LANDS AND VOLUNTEERED IN 2017, YOU HELP MAKE OUR RECREATIONAL OPPORTUNITIES POSSIBLE. THANK YOU FOR YOUR DEDICATION!)DR. MARY BOWERMAN SCIENCE & RESEARCH PROGRAMTHE DR. MARY BOWERMAN SCIENCE AND RESEARCH PROGRAM PROVIDES GRANTS FOR RESEARCH PROJECTS ON SAVE MOUNT DIABLO PROPERTIES AND THE NETWORK OF PROTECTED LANDS IN THE DIABLO RANGE. IN 2017, FOUR GRANTS WERE AWARDED TO RESEARCHERS FROM UC BERKELEY, UC DAVIS, SAN JOSE STATE UNIVERSITY, AND THE SAN FRANCISCO BIRD OBSERVATORY. ALL OF THE STUDIES WILL ENHANCE THE ECOLOGICAL UNDERSTANDING OF THE DIABLO REGION AND INFORM CONSERVATION AND LAND MANAGEMENT PRACTICES.CONSERVATION COLLABORATION AGREEMENTSAVE MOUNT DIABLO STAFF AND VOLUNTEERS COMPLETED TWO CONSERVATION COLLABORATION AGREEMENTS IN 2017. WE ENGAGED DIABLO REGION BUSINESSES TO PARTICIPATE IN BOTH AGREEMENTS, ILLUSTRATING A DEDICATION TO LAND PRESERVATION AND COMMUNITY LEADERSHIP FROM LOCAL ECONOMIC DRIVERS. THE FIRST AGREEMENT WAS WITH CSU EAST BAY CONCORD AND MOUNT DIABLO RESOURCE RECOVERY, A GARAVENTA COMPANY. THE SECOND WAS WITH THE EARTH CLASS AND ECO CLUB FROM JOAQUIN MORAGA INTERMEDIATE SCHOOL AND BEDELL FRAZIER INVESTMENT COUNSELLING, LLC. WITH BOTH AGREEMENTS, STUDENTS, INSTRUCTORS, AND EMPLOYEES ALIKE GOT THE OPPORTUNITY TO PARTICIPATE IN HANDS ON LAND STEWARDSHIP PRACTICES THE FIRST WITH A DEBRIS CLEANUP PROJECT ON SMD'S LOT 25 PROPERTY AND THE SECOND A BUNCHGRASS PLANTING PROJECT ON MANGINI RANCH. AFTER THE SERVICE PROJECTS, STUDENTS AND EMPLOYEES PARTICIPATED IN A CONTEMPLATIVE JOURNALING EXERCISE ON THE PROPERTIES, REFLECTING ON THE MEANING OF NATURE AND THEIR RESPECTIVE ROLES IN IT.DIABLO TRAILS CHALLENGESAVE MOUNT DIABLO AND BRAZEN RACING PARTNERED AGAIN TO HOST A 50K, HALF MARATHON, 10K AND 5K. MORE THAN 1,045 PEOPLE ENJOYED A BEAUTIFUL DAY OUT ON THE TRAILS.FOUR DAYS DIABLO22 PARTICIPANTS ENJOYED LEARNING MORE ABOUT MOUNT DIABLOS TREASURES WHILE HIKING AND CAMPING ALONG THE DIABLO TRAIL. DEDICATED VOLUNTEERS SET UP THE CAMPSITES AND LOCAL RESTAURANTSINCLUDING POSTINO, FORBES MILL STEAKHOUSE AND SUNRISE BISTRO & CATERINGPREPARED DELICIOUS MEALS FOR THE ADVENTURERS.MOUNT DIABLO CHALLENGEFOR THE 36TH YEAR, OVER 450 CYCLISTS RODE 11.2 MILES, CLIMBING 3,249 FEET IN ELEVATION, TO THE SUMMIT OF DIABLO. THE OLDEST RIDER WAS 81 AND THE YOUNGEST JUST 11 YEARS OLD. THANKS TO THE SUPPORT OF CA TECHNOLOGIES AND THE NATHAN M. OHRBACH FOUNDATION, SMD ADDED 200 NEW MEMBERS TO OUR ORGANIZATION."DISCOVER DIABLO" HIKES459 HIKERS ATTENDED 24 OUTINGS ON SAVE MOUNT DIABLO PROPERTIES AND COLLABORATING AGENCIES LAND. STAFF AND VOLUNTEER HIKE LEADERS HOSTED THIS SERIES OF FREE PUBLIC HIKES AS PART OF THE NEWLY FORMED DISCOVER DIABLO PROGRAM SPONSORED BY THE SHELL MARTINEZ REFINERY.

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