SAVE MOUNT DIABLO: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SAVE MOUNT DIABLO (EIN 94-2681735)
- Tax period
- 2023-04-01 to 2024-03-31
- Filed
- 2025-01-29
- IRS object ID
- 202540299349301124
- Schema version
- 2023v6.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-01-29T15:22:40-06:00 | ReturnTs |
| Tax Period End | 2024-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 SECOND STREET SUITE 900 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942681735 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAVE MOUNT DIABLO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAVE | BusinessNameControlTxt |
| Phone | 9259473535 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 N CIVIC DRIVE 190 | AddressLine1Txt |
| City | WALNUT CREEK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94596 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD SORTWELL CLEMENT JR | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9259473535 | PhoneNum |
| Signature | 2025-01-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL LUMSDEN | PreparerPersonNm |
| PTIN | P01262236 | PTIN |
| Phone | 4159561500 | PhoneNum |
| Preparation | 2025-01-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | EDWARD SORTWELL CLEMENT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 N CIVIC DRIVE 190 | AddressLine1Txt |
| City | WALNUT CREEK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94596 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $13,843,717 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SAVEMOUNTDIABLO.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1980 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | SAVE MOUNT DIABLO'S MISSION IS TO PRESERVE MOUNT DIABLO'S PEAKS, SURROUNDING FOOTHILLS, AND WATERSHEDS; AND ITS SUSTAINING DIABLO RANGE, THROUGH LAND ACQUISITION AND PRESERVATION STRATEGIES DESIGNED TO PROTECT THE MOUNTAIN'S NATURAL BEAUTY, BIOLOGICAL DIVERSITY, AND HISTORIC AND AGRICULTURAL HERITAGE; ENHANCE OUR AREA'S QUALITY OF LIFE; AND PROVIDE EDUCATIONAL AND RECREATIONAL OPPORTUNITIES CONSISTENT WITH PROTECTION OF NATURAL RESOURCES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 28 | TotalEmployeeCnt |
| Total Volunteers | 737 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,341,066 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,660,882 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $34,186 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $54,192 | CYProgramServiceRevenueAmt |
| PY Investment Income | $35,052 | PYInvestmentIncomeAmt |
| CY Investment Income | $238,801 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$46,082 | PYOtherRevenueAmt |
| CY Other Revenue | $83,226 | CYOtherRevenueAmt |
| PY Total Revenue | $3,364,222 | PYTotalRevenueAmt |
| CY Total Revenue | $6,037,101 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $114,451 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $144,047 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,956,681 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,041,472 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $34,900 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $78,500 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $688,565 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,345,490 | PYOtherExpensesAmt |
| CY Other Expenses | $1,242,594 | CYOtherExpensesAmt |
| PY Total Expenses | $3,451,522 | PYTotalExpensesAmt |
| CY Total Expenses | $3,506,613 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$87,300 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,530,488 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $24,218,193 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,506,303 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,648,821 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,162,760 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $22,569,372 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $25,343,543 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SAVE MOUNT DIABLO'S MISSION IS TO PRESERVE MOUNT DIABLO'S PEAKS, SURROUNDING FOOTHILLS, AND WATERSHEDS; AND ITS SUSTAINING DIABLO RANGE, THROUGH LAND ACQUISITION AND PRESERVATION STRATEGIES DESIGNED TO PROTECT THE MOUNTAIN'S NATURAL BEAUTY, BIOLOGICAL DIVERSITY, AND HISTORIC AND AGRICULTURAL HERITAGE; ENHANCE OUR AREA'S QUALITY OF LIFE; AND PROVIDE EDUCATIONAL AND RECREATIONAL OPPORTUNITIES CONSISTENT WITH PROTECTION OF NATURAL RESOURCES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $700,164 | ExpenseAmt |
| Grant | $53,885 | GrantAmt |
| Revenue | $17,986 | RevenueAmt |
| Desc | STEWARDSHIP: SAVE MOUNT DIABLO CURRENTLY OWNS AND/OR MANAGES 20 PROPERTIES TOTALING 2,075.905-ACRES. SAVE MOUNT DIABLO ALSO HOLDS PERPETUAL CONSERVATION EASEMENTS ON 3 PROPERTIES, TOTALING 176-ACRES. ACCOMPLISHMENTS FOR THE 3/31/2024 TAX YEAR INCLUDE:- SUCCESSFULLY STEWARDED THE THOUSANDS OF ACRES UNDER OUR CARE (PLANTING NATIVE SPECIES, REMOVING INVASIVE SPECIES, REGULAR PROPERTY MONITORING, ETC.).- MORE THAN 737 VOLUNTEERS COMPLETED OVER 8,211 HOURS OF SERVICE IN THE 2023 - 2024 FISCAL YEAR. THEY HAVE SUPPORTED ALL OUR ACTIVITIES ACROSS DEPARTMENTS THROUGHOUT THE YEAR. RECURRENT STEWARDSHIP VOLUNTEERS INCLUDE 27 PROPERTY MONITORS AND 84 VOLUNTEER STEWARDS.- VOLUNTEERS: OUR VOLUNTEERS ARE THE HEROES AND HEROINES OF LAND PRESERVATION. THEY HELP MAKE OUR WORK POSSIBLE, WHETHER IT BE BY HELPING RESTORE ECOLOGICAL SYSTEMS, BECOMING A HIKE LEADER, ASSISTING WITH EVENT REGISTRATION, STAFFING AID STATIONS, TAKING PHOTOS, OR SETTING-UP EQUIPMENT. THEIR HARD WORK AND GENEROSITY ARE WHAT HELP MAKE THIS ORGANIZATION'S EFFORTS SO SUCCESSFUL.- STEWARDS ALSO CONTINUED MONTHLY PROPERTY OUTINGS, AND ORGANIZED SMALL WORKDAYS FOR RESTORATION PLANTINGS, WEEDING, MULCHING, WATERING NATIVE PLANTINGS AND CLEAN-UP OUR PROPERTIES.- STAFF CONTINUED MONITORING IMPACTS TO VEGETATION IN THE JACKASS CANYON AREA, WITH CALIFORNIA STATE PARKS AND CAL FIRE, WORKING TOGETHER TO THIN, CHIP AND MANAGE HAZARDOUS FUEL LOAD IN THE AREA.- WITH OUR PARTNERS AT THE LINDSAY WILDLIFE EXPERIENCE, WE CONTINUED TO RELEASE REHABILITATED AMERICAN KESTRELS INTO THE MOUNT DIABLO FOOTHILLS, STRENGTHENING WILDLIFE CORRIDORS.- ADVANCED OUR 10,000 TREES AND NATIVE PLANTS PROJECT, PLANTING AND CARING FOR MORE THAN 3,000 PLANTS INTO OUR REHABILITATION SITES, MANY OF THOSE PLANTS BEING CALIFORNIA MILKWEED AND OTHER POLLINATOR PLANTS FOR MONARCH FORGE, BUILDING AND STRENGTHENING HABITAT FOR WILDLIFE.- WE MONITOR AND REMEDIATE STORM DAMAGE ON ALL OUR PROPERTIES. WE INSTALLED A SOLAR WELL AND A WILDLIFE TROUGH AT MC7 TO MAINTAIN AND STRENGTHEN WILDLIFE HABITAT AND WATER QUALITY IN MARSH CREEK. - STAFF WORKED WITH STUDENTS AND VOLUNTEERS TO CREATE A POLLINATOR GARDEN AT MC7, AND FENCED IT WITH CEDAR SPLIT-RAIL FENCING, TO PROTECT THE AREA FROM CATTLE THAT GRAZE FOR FIRE ABATEMENT. THIS IS ALL IN PARTNERSHIP WITH A GRANT FROM CDFW TO STRENGTHEN WILDLIFE HABITAT FOR LISTED SPECIES AND IMPROVE WATER QUALITY IN MARSH CREEK.- STAFF LED THE 4TH ANNUAL PINE CANYON CLEAN-UP WITH THE MOUNT DIABLO STATE PARK, THE EAST BAY REGIONAL PARK DISTRICT, THE AMERICAN ALPINE CLUB, AND THE BAY AREA CLIMBERS COALITION, WHERE WE REMOVED INVASIVE SPECIES, GRAFFITI, AND TRASH FROM THE PINE CANYON AREA, AS WELL AS HAZARDOUS FUEL LOAD FROM THE KNOBCONE POINT AREA WITH A CHIPPER.- WE HOSTED MAJOR CLEAN-UP WORKDAYS, INCLUDING A COASTAL CLEAN-UP WORKDAY IN KIRKER CREEK, WITH THE HELP OF A SMALL GROUP OF VOLUNTEERS TO REMOVE 10 GARBAGE BAGS OF TRASH. - WE CONTINUE TO WORK WITH PARTNERS TO RESTORE THE BALCERZAK INHOLDING, REMOVING THOUSANDS OF POUNDS OF CONSTRUCTION DEBRIS FROM THE AREA. TO DATE WE HAVE REMOVED A VOLUME EQUAL TO THE LENGTH OF TWO FOOTBALL FIELDS OF METAL ALONE. ON OUR COASTAL CLEANUP DAY, WE REMOVED 3,000 LBS OF DEBRIS.- STAFF CONTINUES TO MANAGE THE PUBLIC TRAILS AT KNOBCONE POINT AND AT MANGINI RANCH EDUCATIONAL PRESERVE.- STEWARDSHIP STAFF LED 4 ENVIRONMENTAL EDUCATION DAYS AT CURRY CANYON RANCH FOR MDUSD STUDENTS IN THE BACR CARES PROGRAM, EFFECTIVELY CREATING AN INSPIRING WORKDAY IN THE HILLS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $690,473 | ExpenseAmt |
| Grant | $49,038 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | LAND ACQUISITION & LAND USE: SAVE MOUNT DIABLO CONTINUES LONG-TERM NEGOTIATIONS TO PROTECT IMPORTANT PROPERTIES. ACCOMPLISHMENTS FOR THE 3/31/2024 TAX YEAR INCLUDE:- CLOSED ESCROW AND ACQUIRED THE 6.69-ACRE KRANE POND PROPERTY FOR $400,000 AND OTHER PROJECT COSTS WITHIN THE MISSING MILE THAT IS CONTIGUOUS WITH MOUNT DIABLO STATE PARK. THE MISSING MILE IS ROUGHLY A SQUARE MILE ON THE NORTHERN SLOPES OF MOUNT DIABLO THAT CONTAINS MUCH PRIVATELY OWNED OPEN SPACE THAT HAS NOT YET BEEN CONSERVED. THE KRANE POND PROPERTY IS CONTIGUOUS WITH MOUNT DIABLO STATE PARK AND THIS PROPERTY HAS ONE OF THE LARGEST WATER SOURCES ON THE NORTH SIDE OF MOUNT DIABLO WHICH MAKES IT CRITICAL FOR WILDLIFE. - ACQUIRED THE 10-ACRE BALCERZAK INHOLDING PROPERTY FOR $1,075,000 AND OTHER COSTS. THE PROPERTY IS AN INHOLDING, SURROUNDED BY MT. DIABLO STATE PARK, 3 MILES UP CURRY CANYON AND HAS BEEN ON OUR PRIORITY ACQUISITION LIST FOR A LONG TIME.- SECURED AN OPTION AGREEMENT TO ACQUIRE THE 98.01-ACRE GINOCHIO SCHWENDEL RANCH, A HIGH RESOURCE PROPERTY, CONTIGUOUS WITH OTHER LAND SAVE MOUNT DIABLO HAS PROTECTED, IN OUR MOST IMPORTANT ACQUISITION AREA. THE OPTION AGREEMENT GIVES US UNTIL MARCH 2025 TO RAISE ABOUT $1.455 MILLION TO COVER ALL THE PROJECT COSTS.- LEVERAGED OUR RESOURCES AND ASSISTED EAST BAY REGIONAL PARK DISTRICT IN THEIR ACQUISITION OF THE 768-ACRE FINLEY ROAD RANCH NEXT TO MOUNT DIABLO. SAVE MOUNT DIABLO CONTRIBUTED FUNDS, STAFF TIME, AND OTHER RESOURCES TO THIS LAND ACQUISITION EFFORT. - WE CONTINUE TO NEGOTIATE COMPLEX PROPERTY TRANSACTIONS, THE FRUITS OF WHICH WILL BE BROUGHT TO BEAR IN THE COMING YEARS. OUR PARTNERS, ESPECIALLY THE EAST CONTRA COSTA COUNTY HABITAT CONSERVANCY AND EAST BAY REGIONAL PARK DISTRICT, HAVE CONTINUED THE WORK TO PROTECT THE MARSH CREEK AND MORGAN TERRITORY AREAS AND PLACE CRITICAL PROTECTIONS OVER ESSENTIAL HABITAT CORRIDORS. WE MEET WITH LANDOWNERS AND DEVELOPERS ALIKE TO PUSH FOR HIGH-QUALITY MITIGATION ASSOCIATED WITH NEW DEVELOPMENTS. WE COORDINATE CLOSELY WITH OUR PARTNERS ON STRATEGIC ADDITIONS TO THE OVERALL NETWORK OF PRESERVED LANDS ON AND AROUND MOUNT DIABLO.- LAND USE: SAVE MOUNT DIABLO REGULARLY MONITORS THE AGENDAS OF 55 DIFFERENT PLANNING COMMITTEES AND PUBLIC AGENCIES. THIS WORK CAN TAKE TIME AS WE RESEARCH, WRITE LETTERS, TESTIFY, AND COLLABORATE ON SOLUTIONS. WE RESPONDED TO MORE THAN A DOZEN LAND USE PROJECTS IN THE 2023 - 2024 FISCAL YEAR.- FURTHERED OUR DIABLO RANGE EXPANSION WORK DEVELOPING NEW PARTNERS AND ADVANCING ADVOCACY EFFORTS TO PROTECT IMPORTANT LANDS LIKE TESLA AND DEL PUERTO CANYON.- WE SUPPORTED OR LED THREE BALLOT MEASURE CAMPAIGNS, STATEWIDE PROP 4 CLIMATE BOND, A SAN BENITO COUNTY GROWTH CONTROL MEASURE A, AND NO ON MEASURE II IN DUBLIN TO DEFEND A TEN-YEAR-OLD URBAN LIMIT LINE WE HELPED CREATED THERE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $533,821 | ExpenseAmt |
| Grant | $41,124 | GrantAmt |
| Revenue | $36,206 | RevenueAmt |
| Desc | EDUCATION & OUTREACH AND RECREATION: SAVE MOUNT DIABLO OFFERS NUMEROUS EDUCATIONAL, OUTREACH, AND RECREATIONAL PROGRAMS TO HELP DIRECTLY CONNECT OUR COMMUNITIES TO NATURE AND EDUCATE THEM ABOUT IT, TO PROVIDE OPPORTUNITIES TO DO SERVICE PROJECTS FOR OUR NATURAL WORLD, AND TO DIVERSIFY THE TYPES OF PEOPLE SERVED AND INVOLVED WITH OUR LAND CONSERVATION WORK. THESE PROGRAMS INCLUDE, BUT ARE NOT LIMITED TO, THE FOLLOWING:- OUR DISCOVER DIABLO FREE PUBLIC OUTINGS SERIES- OUR CONSERVATION COLLABORATION AGREEMENT PROGRAM, REBRANDED AS DIABLO CONSERVATION EXPERIENCE, FOR LOCAL MIDDLE SCHOOL AND HIGH SCHOOLS.- OUR YOUNG DIABLO EXPLORERS PROGRAM FOR 3RD TO 5TH GRADERS.- OUR SEMESTER LONG LAND CONSERVATION COURSE TAUGHT AT CALIFORNIA STATE UNIVERSITY EAST BAY.- OUR DR. MARY BOWERMAN SCIENCE AND RESEARCH PROGRAM, WHICH PROVIDES SMALL GRANTS TO ENCOURAGE MORE SCIENTIFIC RESEARCH IN THE NORTHERN DIABLO RANGE, BIOBLITZ, ETC.- ENABLED THE PUBLIC TO ENJOY OUR NEW MANGINI RANCH EDUCATIONAL PRESERVE, RUN WITH A FREE ONLINE RESERVATION SYSTEM WITH OVER 4 MILES OF TRAILS BUILT THERE WITH THE HELP OF VOLUNTEERS AND LOCAL STUDENTS.- STAFF AND VOLUNTEERS LED 12 TABLING EVENTS IN THE COMMUNITY TO EDUCATE, INSPIRE AND CONNECT THE PUBLIC TO DIABLO RANGE AND SOME OF THE PROJECTS THAT WE LEAD TO PROTECT IT.- SMD STAFF LED AN ARCHAEOLOGICAL MONITORING TRAINING FOR THE TRIBE WITH THE WILTON RANCHERIA.- AS WE REFLECT BACK ON THE COMPLETED APRIL 1, 2023, TO MARCH 31, 2024 FISCAL YEAR, WE FEEL IMMENSE GRATITUDE FOR OUR SUPPORTERS BECAUSE THEY HELPED US COMPLETE ANOTHER HIGHLY SUCCESSFUL YEAR FROM A PROGRAMMATIC, FINANCIAL, AND OVERALL ORGANIZATIONAL PERSPECTIVE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,924,458 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | Yes (1) | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 14 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 28 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONICA OEI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9259494514 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 N CIVIC DRIVE 190 | AddressLine1Txt |
| City | WALNUT CREEK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94596 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| JIM FELTON | |||||||
| PRESIDENT | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GISELLE JURKANIN | |||||||
| VICE PRESIDENT / SECRETARY | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BURT BASSLER | |||||||
| TREASURER | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KEITH ALLEY | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE BALLING | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN GALLAGHER | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GARRETT GIRVAN | |||||||
| DIRECTOR THROUGH 6/2023 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LIZ HARVEY ROBERTS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CLAUDIA HEIN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT HEIN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARGARET KRUSE | |||||||
| DIRECTOR THROUGH 8/2023 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SHIRLEY LANGLOIS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BOB MARX | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DOUG MATTHEW | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PHIL O'LOANE | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT PHELPS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MALCOLM SPROUL | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFF STONE | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ACHILLEUS TIU | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| EDWARD SORTWELL CLEMENT JR | |||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $183,440 | $0 | $11,675 | ||
| MONICE OEI | |||||||
| FINANCE & ADMINISTRATIVE DIRECTOR | 40.00 | Yes (X) | $120,345 | $0 | $15,967 | ||
| SETH ADAMS | |||||||
| LAND CONSERVATION DIRECTOR | 40.00 | $135,504 | $0 | $21,973 | Yes (X) | ||
| SEAN BURKE | |||||||
| LAND PROGRAMS DIRECTOR | 40.00 | $112,080 | $0 | $7,374 | Yes (X) | ||
| KAREN FERRIERE | |||||||
| DEVELOPMENT DIRECTOR | 40.00 | $108,075 | $0 | $6,205 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $659,444 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $63,194 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $276,890 | FundraisingAmt |
| Government Grants | $14,527 | GovernmentGrantsAmt |
| All Other Contributions | $5,369,465 | AllOtherContributionsAmt |
| Noncash Contributions | $20,023 | NoncashContributionsAmt |
| Total Contributions | $5,660,882 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PROGRAM EVENT REVENUE | 900099 | $36,206 | $36,206 |
| LAND REVENUE & MGMT FEES | 900099 | $17,986 | $17,986 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $54,192 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $218,767 | TotalRevenueColumnAmt |
| Exclusion | $218,767 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,631,205 | SecuritiesAmt |
| Other | $1,518 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,612,689 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,516 | SecuritiesAmt |
| Other | $1,518 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,034 | TotalRevenueColumnAmt |
| Exclusion | $20,034 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $266,288 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $276,890 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $193,927 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $72,361 | TotalRevenueColumnAmt |
| Exclusion | $72,361 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $10,865 | TotalRevenueColumnAmt |
| Exclusion | $10,865 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $10,865 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,037,101 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $54,192 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $322,027 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,450 | TotalAmt |
| Program Services | $132,450 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,597 | TotalAmt |
| Program Services | $11,597 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $331,427 | TotalAmt |
| Program Services | $79,409 | ProgramServicesAmt |
| Management And General | $199,150 | ManagementAndGeneralAmt |
| Fundraising | $52,868 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,399,661 | TotalAmt |
| Program Services | $733,203 | ProgramServicesAmt |
| Management And General | $379,309 | ManagementAndGeneralAmt |
| Fundraising | $287,149 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,897 | TotalAmt |
| Program Services | $25,399 | ProgramServicesAmt |
| Management And General | $13,037 | ManagementAndGeneralAmt |
| Fundraising | $10,461 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,004 | TotalAmt |
| Program Services | $68,664 | ProgramServicesAmt |
| Management And General | $35,989 | ManagementAndGeneralAmt |
| Fundraising | $27,351 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,483 | TotalAmt |
| Program Services | $61,402 | ProgramServicesAmt |
| Management And General | $42,494 | ManagementAndGeneralAmt |
| Fundraising | $25,587 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,287 | TotalAmt |
| Program Services | $4,388 | ProgramServicesAmt |
| Management And General | $12,824 | ManagementAndGeneralAmt |
| Fundraising | $75 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,997 | TotalAmt |
| Program Services | $12,182 | ProgramServicesAmt |
| Management And General | $35,608 | ManagementAndGeneralAmt |
| Fundraising | $207 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,500 | TotalAmt |
| Fundraising | $78,500 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,726 | TotalAmt |
| Management And General | $11,726 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,962 | TotalAmt |
| Program Services | $45,705 | ProgramServicesAmt |
| Management And General | $4,864 | ManagementAndGeneralAmt |
| Fundraising | $11,393 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,828 | TotalAmt |
| Program Services | $8,244 | ProgramServicesAmt |
| Management And General | $140 | ManagementAndGeneralAmt |
| Fundraising | $6,444 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,283 | TotalAmt |
| Program Services | $64,766 | ProgramServicesAmt |
| Management And General | $1,101 | ManagementAndGeneralAmt |
| Fundraising | $31,416 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,610 | TotalAmt |
| Program Services | $86,345 | ProgramServicesAmt |
| Management And General | $26,117 | ManagementAndGeneralAmt |
| Fundraising | $48,148 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $207,399 | TotalAmt |
| Program Services | $104,562 | ProgramServicesAmt |
| Management And General | $61,418 | ManagementAndGeneralAmt |
| Fundraising | $41,419 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,763 | TotalAmt |
| Program Services | $24,384 | ProgramServicesAmt |
| Management And General | $1,882 | ManagementAndGeneralAmt |
| Fundraising | $2,497 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,631 | TotalAmt |
| Program Services | $12,631 | ProgramServicesAmt |
| Management And General | $1,505 | ManagementAndGeneralAmt |
| Fundraising | $2,495 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,368 | TotalAmt |
| Program Services | $18,546 | ProgramServicesAmt |
| Management And General | $2,636 | ManagementAndGeneralAmt |
| Fundraising | $6,186 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $191,299 | TotalAmt |
| Program Services | $149,686 | ProgramServicesAmt |
| Management And General | $40,670 | ManagementAndGeneralAmt |
| Fundraising | $943 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,470 | TotalAmt |
| Program Services | $54,255 | ProgramServicesAmt |
| Management And General | $6,804 | ManagementAndGeneralAmt |
| Fundraising | $4,411 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FOOD & SUPPLIES | $115,963 | $74,070 | $8,772 | $33,121 |
| LAND ADVOCACY / PERMITS | $89,926 | $89,926 | ||
| DUES / FEES / PUBLICATI | $44,419 | $30,209 | $4,294 | $9,916 |
| EQUIP MAINT & RENTAL | $19,686 | $16,188 | $940 | $2,558 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,977 | TotalAmt |
| Program Services | $16,247 | ProgramServicesAmt |
| Management And General | $2,310 | ManagementAndGeneralAmt |
| Fundraising | $5,420 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,506,613 | TotalAmt |
| Program Services | $1,924,458 | ProgramServicesAmt |
| Management And General | $893,590 | ManagementAndGeneralAmt |
| Fundraising | $688,565 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $495,012 | BOYAmt |
| EOY | $397,243 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,555 | BOYAmt |
| EOY | $70,875 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $278,416 | BOYAmt |
| EOY | $187,200 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,000 | BOYAmt |
| EOY | $51,565 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $576,468 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $348,077 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,339 | BOYAmt |
| EOY | $228,391 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,035,611 | BOYAmt |
| EOY | $8,003,577 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,149,260 | BOYAmt |
| EOY | $18,567,452 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,218,193 | BOYAmt |
| EOY | $27,506,303 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $322,782 | BOYAmt |
| EOY | $314,903 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,620 | BOYAmt |
| EOY | $25,426 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $537,500 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,307,419 | BOYAmt |
| EOY | $1,284,931 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,648,821 | BOYAmt |
| EOY | $2,162,760 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,797,792 | BOYAmt |
| EOY | $22,392,138 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,771,580 | BOYAmt |
| EOY | $2,951,405 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,569,372 | BOYAmt |
| EOY | $25,343,543 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,218,193 | BOYAmt |
| EOY | $27,506,303 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,530,488 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $250,802 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$7,119 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,170,724 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,542,387 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,186,903 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,341,066 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,660,882 | CurrentTaxYearAmt |
| Total | $19,901,962 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,170,724 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,542,387 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,186,903 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,341,066 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,660,882 | CurrentTaxYearAmt |
| Total | $19,901,962 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,389,696 | SubstantialContributorsTotAmt |
| Public Support Total170 | $14,512,266 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $102,048 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $178,454 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $125,905 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $111,682 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $218,767 | CurrentTaxYearAmt |
| Total | $736,856 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,638 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,132 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $72,361 | CurrentTaxYearAmt |
| Total | $95,131 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,520 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,478 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $41,476 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,985 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,865 | CurrentTaxYearAmt |
| Total | $68,324 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $20,802,273 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $266,084 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.69760 | PublicSupportCY170Pct |
| Public Support PY170 | 0.77610 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $11,456 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $13,490 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $24,946 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,391,441 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,416,387 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $320,819 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $80,205 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $319,754 | CurrentYearMinus3Amt |
| Current Year Minus2 | $351,320 | CurrentYearMinus2Amt |
| Current Year Minus1 | $322,576 | CurrentYearMinus1Amt |
| Current Year | $320,819 | CurrentYearAmt |
| Total | $1,314,469 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,971,704 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $29,895 | CurrentYearMinus3Amt |
| Current Year Minus1 | $19,177 | CurrentYearMinus1Amt |
| Current Year | $24,946 | CurrentYearAmt |
| Total | $74,018 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $79,939 | CurrentYearMinus3Amt |
| Current Year Minus2 | $87,830 | CurrentYearMinus2Amt |
| Current Year Minus1 | $80,644 | CurrentYearMinus1Amt |
| Current Year | $80,205 | CurrentYearAmt |
| Total | $328,618 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $492,927 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $11,220 | CurrentYearMinus3Amt |
| Current Year Minus2 | $3,430 | CurrentYearMinus2Amt |
| Current Year Minus1 | $6,868 | CurrentYearMinus1Amt |
| Current Year | $11,456 | CurrentYearAmt |
| Total | $32,974 | TotalAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preservation Public Use | Yes (X) | PreservationPublicUseInd |
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Preservation Open Space | Yes (X) | PreservationOpenSpaceInd |
| Total Easements | 3 | TotalEasementsCnt |
| Total Acreage | 176.00 | TotalAcreageCnt |
| Historic Structure Easements | 0 | HistoricStructureEasementsCnt |
| Historic Strctr Easements Aftr | 0 | HistoricStrctrEasementsAftrCnt |
| Modified Easements | 0 | ModifiedEasementsCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 20.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $952 | ExpensesIncurredEnforcementAmt |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,679,925 | BeginningYearBalanceAmt |
| Contributions | $2,257,030 | ContributionsAmt |
| Investment Earnings Or Losses | $121,014 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $5,057,969 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,585,960 | BeginningYearBalanceAmt |
| Contributions | $307,500 | ContributionsAmt |
| Investment Earnings Or Losses | -$213,535 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,679,925 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,565,494 | BeginningYearBalanceAmt |
| Contributions | $5,500 | ContributionsAmt |
| Investment Earnings Or Losses | $145,798 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $130,832 | AdministrativeExpensesAmt |
| End Year Balance | $2,585,960 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,827,434 | BeginningYearBalanceAmt |
| Contributions | $407,000 | ContributionsAmt |
| Investment Earnings Or Losses | $331,060 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,565,494 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $918,260 | BeginningYearBalanceAmt |
| Contributions | $938,193 | ContributionsAmt |
| Investment Earnings Or Losses | -$29,019 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,827,434 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.83223 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.16777 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $28,292 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,322 | DepreciationAmt |
| Book Value | $21,970 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $487,445 | OtherCostOrOtherBasisAmt |
| Depreciation | $313,008 | DepreciationAmt |
| Book Value | $174,437 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $60,731 | OtherCostOrOtherBasisAmt |
| Depreciation | $28,747 | DepreciationAmt |
| Book Value | $31,984 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $228,391 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (8 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTEREST IN TRUSTS HELD BY OTHERS | $435,095 |
| ASSETS HELD UNDER A CHARITABLE REMAINDER TRUST | $146,456 |
| CONSERVATION LAND AND EASEMENTS | $14,731,703 |
| CONSERVATION LAND STRUCTURES AND IMPROVEMENTS, NET | $1,341,493 |
| DEPOSITS | $18,673 |
| LAND PURCHASE OPTIONS | $720,549 |
| RIGHT-OF-USE ASSETS | $1,101,433 |
| WORK IN PROGRESS | $72,050 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $18,567,452 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| LIABILITY UNDER CHARITABLE REMAINDER TRUST | $46,078 |
| RIGHT-OF-USE LIABILITIES | $1,238,853 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,284,931 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,502,684 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $250,802 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $32,580 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $283,382 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,219,302 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $11,726 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$193,927 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$182,201 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,037,101 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,728,513 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $32,580 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $201,046 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $233,626 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,494,887 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $11,726 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $11,726 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,506,613 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 5: | SMD HAS A "CONSERVATION EASEMENT ENFORCEMENT POLICY" POLICY WHICH OUTLINES ANNUAL MONITORING, LAND-OWNER RELATIONSHIPS, VIOLATION PROTOCOLS, AND ENFORCEMENT GUIDELINES. SMD RECOGNIZES THAT EDUCATION AND RELATIONSHIP BUILDING, NOT LITIGATION, ARE THE BEST IMMEDIATE AND LONG-TERM METHODS OF ENSURING THE INTEGRITY OF CONSERVATION EASEMENTS, AND SMD IS COMMITTED TO WORKING WITH LANDOWNERS WHO GRANT SMD CONSERVATIONS TO HELP THEM UNDERSTAND EASEMENTS SO THAT THEY CONTINUE TO BE GOOD STEWARDS OF THE LAND. HOWEVER, EASEMENT VIOLATIONS MAY STILL OCCUR. IN THESE SITUATIONS, PROMPT AND EFFECTIVE ENFORCEMENT ACTION IS NEEDED TO: PROTECT THE CONSERVATION VALUE OF SUBJECT PROPERTIES; MAINTAIN PUBLIC CONFIDENCE IN SMD'S MISSION TO CONSERVE OPEN SPACE; PRESERVE SMD'S LEGAL AUTHORITY TO ENFORCE ITS EASEMENTS; AND MAINTAIN SMD'S TAX-EXEMPT STATUS AND ITS ABILITY TO ACCEPT FUTURE DONATIONS OF CONSERVATION EASEMENTS. SMD RECOGNIZES THAT IT IS BETTER TO PREVENT VIOLATIONS THAN REMEDY THEM. TO THIS END, SMD: MONITORS ALL PROPERTIES ANNUALLY; MAINTAINS GOOD RELATIONSHIPS WITH GRANTORS; PERIODICALLY REMINDS GRANTORS TO CHECK THEIR EASEMENT AGREEMENT BEFORE ALTERING THE PROPERTY IN ANY WAY AND TO NOTIFY SMD IF THEY ARE PLANNING TO SELL THEIR LAND; AND MEETS WITH NEW OWNERS TO DISCUSS EASEMENT TERMS AND CONSERVATION PURPOSES AS SOON AS POSSIBLE AFTER PURCHASE OR TRANSFER OF CONSERVATION EASEMENT PROPERTY. SHOULD A VIOLATION BE DISCOVERED, IT IS IMMEDIATELY REPORTED TO THE LAND PROGRAMS DIRECTOR, WHO WILL REVIEW THE VIOLATION ALONG WITH THE RELATED EASEMENT FILE TO DETERMINE WHETHER A VIOLATION HAS OCCURRED, AND IF SO, ITS LEVEL OF SEVERITY. RESPONSES TO VIOLATIONS VARY DEPENDING ON THE SITUATION, AND SMD AIMS TO BE CONSISTENT AND FAIR; SMD'S RESPONSE TO A VIOLATION WILL MATCH THE SEVERITY OF THE VIOLATION. MINOR OR TECHNICAL INFRACTIONS MAY SIMPLY WARRANT A LETTER FROM LAND DEPARTMENT STAFF; MORE EGREGIOUS VIOLATIONS MAY REQUIRE A MORE IMMEDIATE, FORMAL RESPONSE (WHICH MUST BE APPROVED BY THE EXECUTIVE DIRECTOR). SAVE MOUNT DIABLO ALSO MAINTAINS A LEGAL DEFENSE FUND AND HOLDS TERRA FIRMA CONSERVATION INSURANCE. |
| PART II, LINE 9: | CONSERVATION LAND AND EASEMENTS - CAPITALIZED COSTS FOR ACQUISITION OF CONSERVATION LAND CONSIST OF THE PURCHASE PRICE AND RELATED CLOSING COSTS. SMD RECORDS THE EXPENDITURES INCURRED FOR THE ACQUISITION OF CONSERVATION LAND IN PROGRAM EXPENSES AND AN OFFSETTING ITEM RELATED TO THE ACQUISITION OF CONSERVATION LAND FOR THE SAME AMOUNT ON THE STATEMENTS OF ACTIVITIES AND CHANGES IN NET ASSETS. CONSERVATION LAND IS NOT DEPRECIATED. CONSERVATION LAND STRUCTURES AND IMPROVEMENTS - CAPITALIZED COSTS FOR ACQUISITION AND PURCHASE OF LAND STRUCTURES AND IMPROVEMENTS CONSIST OF THE PURCHASE PRICE AND RELATED CLOSING COSTS. LAND STRUCTURES AND IMPROVEMENTS LOCATED ON CONSERVATION LAND AND ALL IMPROVEMENTS ON THE CONSERVATION LAND ARE DEPRECIATED OVER AN ESTIMATED USEFUL LIFE OF TEN TO TWENTY YEARS. DEED OF CONSERVATION EASEMENTS - 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 EASEMENTS WILL PROTECT THE RESOURCES THAT 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 AGREEMENTS LIMIT THE LANDOWNERS' RIGHTS ON THE PROPERTY IN ORDER TO PROTECT THE LAND'S CONSERVATION VALUES. SMD HAS VALUED THE EASEMENTS AT $1 IN THE FINANCIAL STATEMENTS AS MANAGEMENT DOES NOT BELIEVE THESE DEEDS HAVE ANY COMMERCIAL VALUE. |
| PART V, LINE 4: | IN 2017, SMD CREATED THE STEWARDSHIP ENDOWMENT FUND TO FINANCIALLY SUPPORT, IN PERPETUITY, SMD'S STEWARDSHIP OBLIGATIONS FOR ITS CONSERVED LANDS AND OTHER PROPERTIES UNDER ITS CARE. SMD HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS, ESTABLISHED BY THE FINANCE COMMITTEE AND APPROVED BY THE BOARD OF DIRECTORS, THAT ATTEMPT TO MAINTAIN THE CORPUS AND THE PURCHASING POWER OF THOSE ENDOWMENT ASSETS OVER THE LONG TERM. ACCORDINGLY, THE PRIMARY INVESTMENT GOAL IS TO PROVIDE INCOME TO SUPPORT STEWARDSHIP PROGRAM ACTIVITY, GROW THE PRINCIPAL TO AT LEAST KEEP PACE WITH INFLATION TO PROVIDE INCOME AT APPROPRIATE LEVELS TO SUPPORT FUTURE STEWARDSHIP ACTIVITIES, MANAGE RISK, AND GENERATE AN EVEN, STEADY, PAY-OUT STREAM FROM THE STEWARDSHIP ENDOWMENT FUND IN ORDER TO DELIVER A CONSISTENT QUALITY STEWARDSHIP PROGRAM. |
| PART X, LINE 2: | SMD IS A 501(C)(3) ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AND UNDER SECTION 23701D OF THE STATE REVENUE AND TAXATION CODE. SMD IS, HOWEVER, SUBJECT TO TAX ON BUSINESS INCOME UNRELATED TO THEIR EXEMPT PURPOSE. NO PROVISION FOR INCOME TAXES IS REFLECTED IN THE ACCOMPANYING FINANCIAL STATEMENTS FOR THE YEARS ENDED MARCH 31, 2024 AND 2023, SINCE SMD HAD NO TAXABLE INCOME FROM UNRELATED BUSINESS ACTIVITIES. SMD BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS OR THAT WOULD HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. THERE ARE NO UNRECOGNIZED BENEFITS OR LIABILITIES THAT NEED TO BE RECORDED. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EVENT EXPENSES -193,927. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EVENT EXPENSES 193,927. REVERSAL OF PRIOR YEAR CONTRIBUTION REVENUE 7,119. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| MARSHA MATHER-THRIFT | ||||||||
| 182 HUMBOLDT STREET | SAN RAFAEL | CA | 94901 | CONSULTING - GRANT WRITER | 0 | $0 | $30,900 | -$30,900 |
| LOTUS CONSULTING | ||||||||
| 325 SAN FRANCISCO BLVD | SAN ANSELMO | CA | 94960 | CAPITAL CAMPAIGN FEASIBILITY STUDY | 0 | $0 | $47,600 | -$47,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $78,500 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$78,500 | TotalNetToOrganizationAmt |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | MOONLIGHT ON THE MOUNTAIN | Event1Nm |
| Gross Receipts Event1 | $543,178 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $276,890 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $266,288 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $72,922 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $84,898 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $36,107 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $543,178 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $276,890 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $266,288 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $72,922 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $84,898 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $36,107 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $193,927 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $72,361 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | IRC SectionIRCSectionDesc | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|---|---|
| NBC UNIVERSAL MEDIA LLC | ||||||||||
| PO BOX 402971 | ATLANTA | GA | 30384 | 141682529 | $15,000 | $0 | OPEN ROADS SUPPORT | |||
| CALIFORNIA STATE PARKS FOUNDATION | ||||||||||
| 33 NEW MONTGOMERY STREET SUITE 520 | SAN FRANCISCO | CA | 94105 | 941707583 | $0 | $53,355 | FOR USE WITHIN OPERATIONS | 501(C)(3) | FMV | WOOD CHIPPER |
| PINNACLES NATIONAL PARK FOUNDATION | ||||||||||
| PO BOX 2080 | HOLLISTER | CA | 95024 | 760849623 | $10,396 | $0 | SCIENCE & RESEARCH GRANT - CONDORS OF THE DIABLO RANGE | 501(C)(3) | ||
| CAMPAIGN TO PROTECT SAN BENITO | ||||||||||
| 501 RICARDO DRIVE | AROMAS | CA | 95004 | 883145138 | $10,000 | $0 | SUPPORT FOR CAMPAIGN TO PROTECT SAN BENITO - YES ON MEASURE A | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCIENCE & RESEARCH GRANTS | GrantTypeTxt |
| Recipient | 7 | RecipientCnt |
| Cash Grant | $11,597 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | STAFF MEMBERS OF THE ORGANIZATION MONITOR AND ENFORCE COMPLIANCE WITH ALL GRANT AGREEMENTS TO ENSURE FUNDS ARE USED FOR THEIR INTENDED PURPOSES, AND ARE RESPONSIBLE FOR OVERSEEING THAT ALL GRANT REQUIREMENTS ARE MET (IF REQUIRED). AS A CONDITION OF FUNDING, GRANTEES ARE OFTEN REQUIRED TO PRESENT FINDINGS AND OR PROVIDE A WRITTEN REPORT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EDWARD SORTWELL CLEMENT JR | ||||||||||||||
| EXECUTIVE DIRECTOR | $165,546 | $0 | $17,894 | $0 | $0 | $0 | $0 | $0 | $11,675 | $0 | $195,115 | $0 | $0 | $0 |
| SETH ADAMS | ||||||||||||||
| LAND CONSERVATION DIRECTOR | $123,552 | $0 | $11,952 | $0 | $0 | $0 | $6,795 | $0 | $15,178 | $0 | $157,477 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | BOARD MEMBERS CLAUDIA HEIN AND SCOTT HEIN HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS COMPLETED BY AN INDEPENDENT TAX ACCOUNTANT IN CONJUNCTION WITH THE ORGANIZATION'S ACCOUNTING AND FINANCE DEPARTMENT. THE FORM 990 IS THEN REVIEWED BY THE ORGANIZATION'S MANAGEMENT AND AUDIT COMMITTEE; ADJUSTMENTS ARE MADE, AS NECESSARY. AFTER A FULL REVIEW, THE FINAL VERSION OF THE TAX RETURN IS PROVIDED TO ALL THE MEMBERS OF THE ORGANIZATION'S VOTING GOVERNING BODY PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY WHICH COVERS ALL MEMBERS OF THE BOARD OF DIRECTORS AND EMPLOYEES. UNDER THE POLICY, DIRECTORS AND CORPORATE OFFICERS ANNUALLY SIGN A STATEMENT AFFIRMING THAT EACH PERSON HAS: RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY; HAS READ AND UNDERSTOOD THE POLICY, AND HAS AGREED TO COMPLY WITH THE POLICY; AND DISCLOSES THE PERSON'S INTERESTS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST. POTENTIAL CONFLICTS ARE REPORTED TO THE EITHER THE EXECUTIVE DIRECTOR (IN THE CASE OF A POTENTIAL CONFLICT INVOLVING AN EMPLOYEE) OR THE BOARD OF DIRECTORS (FOR POTENTIAL CONFLICTS REGARDING OTHER BOARD MEMBERS AS WELL AS THE EXECUTIVE DIRECTOR). THE EXECUTIVE DIRECTOR AND/OR DISINTERESTED MEMBERS OF THE BOARD OF DIRECTORS THEN DECIDE IF AN ACTUAL CONFLICT OF INTEREST EXISTS, AS WELL AN APPROPRIATE RESPONSE; INSIDERS AND ANY OTHER INTERESTED PERSONS INVOLVED WITH THE TRANSACTION ARE NOT PRESENT DURING THE BOARD'S DELIBERATIONS DURING THESE MATTERS. THE MINUTES OF ANY MEETING OF THE BOARD DOCUMENT THE CONSIDERATION AND RESOLUTION OF ALL CONFLICTS, AS APPLICABLE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE (COMPRISED OF ELECTED BOARD MEMBERS) REVIEWS THE COMPENSATION OF ALL HIGH-LEVEL PERSONNEL PERIODICALLY IN ACCORDANCE WITH IRS RULES AND REGULATIONS. EFFORTS ARE MADE TO SECURE COMPENSATION DATA FROM INDUSTRY SOURCES IN ORDER TO DETERMINE COMPETITIVENESS AND APPROPRIATENESS OF SALARIES. EVERY EFFORT IS MADE TO ENSURE THAT THE PROCESS IS THOROUGH AND TRANSPARENT IN ACCORDANCE WITH IRS GUIDELINES AND THE ORGANIZATION'S POLICIES AND PROCEDURES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX: | THE COSTS OF PROVIDING PROGRAM AND OTHER ACTIVITIES HAVE BEEN SUMMARIZED ON A FUNCTIONAL BASIS IN THE STATEMENTS OF ACTIVITIES AND CHANGES IN NET ASSETS IN ACCORDANCE WITH THE REQUIREMENTS OF ASU 2016-14, NOT-FOR-PROFIT ENTITIES (TOPIC 958) - PRESENTATION OF FINANCIAL STATEMENTS OF NOT-FOR-PROFIT ENTITIES, WHICH REQUIRES SMD TO REPORT EXPENSES BY THEIR NATURAL CLASSIFICATION. EVERY NATURAL EXPENSE MUST BE BROKEN OUT INTO INDIVIDUAL FUNCTIONAL CATEGORIES ON AN ANALYSIS OF EXPENSES BY THEIR NATURE AND FUNCTION. ACCORDINGLY, CERTAIN COSTS HAVE BEEN ALLOCATED AMONG SERVICES AND SUPPORTING SERVICES BENEFITED. SUCH ALLOCATIONS ARE DETERMINED BY MANAGEMENT ON AN EQUITABLE BASIS. A MAJORITY OF EXPENSES (SUCH AS SALARIES, PAYROLL TAXES AND BENEFITS, OCCUPANCY, AND OTHER OVERHEAD) HAVE BEEN ALLOCATED BASED ON TIME AND EFFORT USING SMD'S PAYROLL ALLOCATIONS WHICH ARE BASED ON PERIODIC REVIEW OF PERSONNEL TIME AND RESOURCE UTILIZATION. OTHER EXPENSES (SUCH AS OUTSIDE SERVICES, AND OTHER DIRECT COSTS) HAVE BEEN ALLOCATED BASED ON EITHER SPECIFIC OR DIRECT RELATIONSHIPS OF THE DISBURSEMENTS TO THE EXPENSE CATEGORIES OR BASED ON OTHER MEANINGFUL ALLOCATION STRATEGIES. DURING THE YEAR ENDED MARCH 31, 2024, SMD HAD EXPENDITURES OF CONSERVATION LAND AND IMPROVEMENTS OF $1,624,370. THESE EXPENDITURES ARE CAPITALIZED ON THE STATEMENTS OF FINANCIAL POSITION AS OF MARCH 31, 2024, AND THEREFORE NOT INCLUDED IN THE STATEMENT OF FUNCTIONAL EXPENSES FOR THE YEAR ENDED MARCH 31, 2024. THESE EXPENDITURES ARE PROGRAMMATIC IN NATURE AS THEY DIRECTLY RELATE TO SMD'S MISSION TO PRESERVE LAND. |
| FORM 990, PART XI, LINE 9: | REVERSAL OF PRIOR YEAR CONTRIBUTION REVENUE -7,119. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUST (1) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | INVESTING / CHARITABLE GIVING | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | T | EntityTypeTxt |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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