2017-08-21T16:04:47-07:00 2016-12-31 Damore Hamric & Schneider Inc 1515 River Park Dr Ste 150 Sacramento CA 958154606 990 2016-01-01 942681735 SAVE MOUNT DIABLO SAVE 9259473535 1901 OLYMPIC BOULEVARD WALNUT CREEK CA 94596 EDWARD SORTWELL CLEMENT JR Executive Dir. 2017-08-21 true MARTA J WILLIAMS P00092083 9164812856 2016 2021-01-29 14:40:06Z EDWARD SORTWELL CLEMENT JR 1901 OLYMPIC BLVD SUITE 320 WALNUT CREEK CA 94596 7648859 false false X WWW.SAVEMOUNTDIABLO.ORG X 1971 CA Save Mount Diablo's mission is to preserve Mount Diablo's peaks, surrounding foothills, and watersheds 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 recreational opportunities consistent with the protection of natural resources. 13 13 22 860 -33119 -33119 2321921 3314762 134857 121091 82638 18882 214214 153799 2753630 3608534 18750 11028 0 1314497 1317230 0 545561 1899198 1146637 3232445 2474895 -478815 1133639 19479184 19440593 1875135 611995 17604049 18828598 Preserve Land on and around Mount Diablo to ensure healthy ecosystems and continued access. false false 656668 LAND USE AND STEWARDSHIP:IN 2016, SAVE MOUNT DIABLO ACTED AS THE WATCHDOG PROTECTING MOUNT DIABLO FROM INAPPROPRIATE DEVELOPMENT THREATS BY TESTIFYING AT DOZENS OF PUBLIC HEARINGS AND MEETINGS AS WELL AS CONDUCTING SITE VISITS TO PROPOSED PROJECTS TO EDUCATE DECISION MAKERS ABOUT THE IMPACTS OF DEVELOPMENT. (CONTINUED ON SCHEDULE O) 651597 EDUCATION AND RECREATION:SAVE MOUNT DIABLO PUBLISHES A NEWSLETTER TWICE A YEAR TO EDUCATE THE PUBLIC ABOUT THE AREAS NATURAL AND CULTURAL HISTORY. SAVE MOUNT DIABLO LAUNCHED AN ENVIRONMENTAL EDUCATION INITIATIVE, OUR CONSERVATION COLLABORATION AGREEMENT PROGRAM TO INCREASE AWARENESS IN YOUNG PEOPLE OF LAND CONSERVATION EFFORTS LOCALLY. (CONTINUED ON SCHEDULE O) 65549 LAND ACQUISITION:IN 2016 WE LAUNCHED AN EXPANDED CONSERVATION BUYER PROGRAM ALLOWING US TO USE BOTH CONSERVATION EASEMENTS AND FEE SIMPLE TRANSACTIONS AS MEANS TO PERMANENTLY PROTECT LAND. WE SECURED OUR FIRST CONSERVATION EASEMENT ON A 5 ACRE PROPERTY IN CURRY CANYON AND TRANSFERRED OUR 76 ACRE HANSON HILLS PROPERTY TO THE EAST BAY REGIONAL PARK DISTRICT. WE DESIGNED A SUCCESSFUL STRATEGY TO PAYOFF OUR CURRY CANYON RANCH ACQUISITION. PROGRAM EXPENSES OTHER THAN LAND PRESERVATION INCLUDE STEWARDSHIP PROJECTS, COMMUNITY EDUCATION AND OUTREACH FOR LAND CONSERVATION. 1373814 true true false false false false true false false false true true false true false false true false false false false false false false true false false false true false false false false false false false false false false false false true false false false false false false false false false true 24 0 false 22 true true true false false false true true true true false 0 false false false false false false false false false false X 13 13 true false false false false false false true true false false true true true true true true true true false CA X X X MONICA OEI 9259473535 1901 OLYMPIC BOULEVARD SUITE 320 WALNUT CREEK CA 94596 SCOTT HEIN President 4.00 0.00 X X 0 0 0 AMARA MORRISON Secretary 4.00 0.00 X X 0 0 0 BURT BASSLER Treasurer 4.00 0.00 X X 0 0 0 HEATH BARTOSH Director 2.00 0.00 X 0 0 0 JOE CANCIAMILLA Director 2.00 0.00 X 0 0 0 JOHN GALLAGHER Director 2.00 0.00 X 0 0 0 CLAUDIA HEIN Director 2.00 0.00 X 0 0 0 SUE OHANIAN Director 2.00 0.00 X 0 0 0 BOB MARX Director 2.00 0.00 X 0 0 0 MALCOLM SPROUL Director 2.00 0.00 X 0 0 0 JEFF STONE Director 2.00 0.00 X 0 0 0 JIM FELTON Director 2.00 0.00 X 0 0 0 LIZ HARVEY Director 2.00 0.00 X 0 0 0 EDWARD SORTWELL CLEMENT JR Executive Dir. 40.00 0.00 X 142269 0 6152 SETH ADAMS LAND CONSERV. DIR. 40.00 0.00 X 104940 0 13366 MEREDITH HENDRICKS LAND PROG. DIR. 40.00 0.00 X 108875 0 5444 MONICA OEI FINANCE&ADMIN DIR. 40.00 0.00 X 93874 0 10326 449958 35288 3 false false false B&W 1901 OLYMPIC BLVD LLC 1777 OAKLAND BLVD STE 100 WALNUT CREEK CA 94806 OFFICE RENT 149088 1 313200 3001562 251801 3314762 LAND REVENUE & MGMT FEES 900099 10673 10673 PROGRAM EVENTS 900099 110418 110418 121091 15911 15911 0 0 47249 63844 -16595 -16595 -16595 3968034 3965063 2971 2971 2971 142039 313200 142039 142039 0 -8806 11418 -20224 -20224 OTHER INCOME 900099 44879 44879 POLE BARN SALE 3700 3700 48579 3608534 124062 -33119 202829 5000 5000 6028 6028 0 0 148421 29684 89053 29684 0 1168809 618477 377846 172486 0 0 0 0 0 0 0 0 0 167614 124995 24307 18312 0 162893 70118 1488 91287 10542 4519 1530 4493 0 164990 89739 41205 34046 40100 31832 3224 5044 0 0 0 0 76720 75899 821 36698 27018 5206 4474 OUTSIDE SERVICES 318410 176134 2459 139817 ACQUISITION-CONSERVATION LAND 65549 65549 Printing and Publications 32965 19693 608 12664 COMMUNICATIONS 31793 21061 2787 7945 38363 8068 4986 25309 2474895 1373814 555520 545561 2373915 2526348 0 158188 473550 14369 70685 0 0 0 9117 0 33235 34554 194771 170013 30351 24758 0 1002540 1611370 0 0 15857469 14699328 19479184 19440593 74090 164069 1801045 447926 1875135 611995 X 17174131 17698123 429918 1130475 17604049 18828598 19479184 19440593 X 1133639 26342 29476 35092 X false true X true false X 1399448 6435384 2696603 2205719 3285286 16022440 0 0 1399448 6435384 2696603 2205719 3285286 16022440 5279960 10742480 53416 63008 44602 29691 15911 206628 28329 34684 50692 46547 95828 256080 101937 100055 95928 175530 142039 615489 17100637 1287555 0.62820 0.65920 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 1 4 1 true false 175539 150781 24758 19232 19232 24758 1611370 CHARITABLE REMAINDER TRUST 75356 CONSERVATION LAND 12161750 CONSERVATION LAND HELD FOR SALE 1322073 CONSERVATION LAND STRUCTURES 1005707 DEED OF CONSERVATION EASEMENT 1 DEPOSIT 8892 LAND PURCHASE OPTION 125549 14699328 3608534 3608534 3608534 2474895 2474895 2474895 Part II, Line 5: Summarized Policy Save 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. X X X X X false CA AR GA MA MD MO NC NJ NY OH OR TN WA WI PA NM MOONLIGHT MOUNTAIN 455239 313200 142039 455239 313200 142039 142039 true 0 0 MARY BOWERMAN SCIENCE RESEARCH 7 6028 Grantmaker's Description of How Grants are Used Save 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. X 8 171964 FMV X LEGAL 1 11821 FMV X ADVERTISING 2 17655 FMV X SUPPLIES 6 11238 FMV X ELECTRONICS 1 1240 FMV X FOOD 12 37883 FMV false true false Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et BOARD MEMBERS, SCOTT HEIN AND CLAUDIA HEIN, ARE HUSBAND AND WIFE. Form 990, Part VI, Line 11b: Form 990 Review Process FORM 990 IS REVIEWED BY THE FINANCE 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 Conflicts All 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 Management The 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 Employees The 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 Inspection THE 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 Available AVAILABLE UPON REQUEST. Other Changes In Net Assets Or Fund Balances - Other Increases ACQUISITIONS OF CONSERVATION LAND = $65549 Other Changes In Net Assets Or Fund Balances - Other Decreases INVENTORY ITEMS GIVEN AWAY FOR FREE = -$10603 Other Changes In Net Assets Or Fund Balances - Other Increases INVENTORY PURCHASED = $2301 Other Changes In Net Assets Or Fund Balances - Other Decreases LOSS ON SALE OF CONSERVATION LAND = -$19643 Other Changes In Net Assets Or Fund Balances - Other Decreases UNREALIZED LOSS ON CHARITABLE REMAINDER TRUST = -$2512 FORM 990, PART II, LINE 4B (CONTINUED) EDUCATION AND RECREATION (CONTINUED):WE HOST MANY EVENTS ON AND AROUND THE MOUNTAIN TO ENCOURAGE RECREATION CONSISTENT WITH THE PROTECTION OF NATURAL RESOURCES. AS WE HAVE DONE IN PRIOR YEARS, IN 2016 WE HOSTED OUTDOOR RECREATIONAL EVENTS GEARED TO A VARIETY OF USER GROUPS SUCH AS HIKERS, CYCLISTS, RUNNERS, ARTISTS AND SCIENTISTS. EVENTS INCLUDED A LONG DISTANCE TRAIL RUN, A BACKPACKING/HIKING TRIP, A BIKE RIDE, AND FAMILY HIKES. WE LEAD MANY FREE GUIDED HIKES ON OUR PROPERTIES AND IN PARKS ON MOUNT DIABLO. WE CONTINUED OUR HIKE & THRIVE PROGRAM WHICH RESULTED IN US LEADING 51 HIKES WITH OVER 750 ATTENDEES. FORM 990, PART III, LINE 4A (CONTINUED) LAND USE AND STEWARDSHIP (CONTINUED):ON A WEEKLY BASIS, SAVE MOUNT DIABLO MONITORS 51 DIFFERENT PLANNING AGENDAS AND RESPONDED TO SEVERAL DOZEN DIFFERENT DEVELOPMENT PROPOSALS AROUND MOUNT DIABLO FROM CELL TOWER PROPOSALS AND SMALL SUBDIVISIONS TO LARGE PROJECTS SUCH AS THE REUSE PLAN FOR THE CONCORD NAVAL WEAPONS STATION AND THE SAND CREEK FOCUS AREA PLAN IN ANTIOCH.SAVE MOUNT DIABLO PARTICIPATED IN A COALITION WORKING TO PROVIDE SUSTAINABLE TRANSPORTATION PROGRAMS, FUNDING AND GROWTH MANAGEMENT POLICIES THROUGHOUT THE COUNTY. WE RESPONDED TO THE LOCAL AGENCY FORMATION COMMISSION OPEN SPACE AND AGRICULTURE PRESERVATION POLICY, THE TASSAJARA PARKS DEVELOPMENT PROJECT, LAID THE FOUNDATION FOR A NEW PARKS BOND, AND ENGAGED IN MANY OTHER LAND USE PROJECTS AND POLICIES THROUGHOUT OUR AREA OF INTEREST.IN TOTAL, WE LED 75 PROJECTS WHICH INCLUDED 650 VOLUNTEERS WHO COMPLETED 5,150 HOURS OF WORK ON OUR PROPERTIES. WE RESTORED PONDS FOR THREATENED SPECIES AT OUR CURRY CANYON RANCH AND MANGINI RANCH PROPERTIES. WE CONTINUED CLEANUP PROJECTS AT CURRY CANYON RANCH AND BIG BEND AND REMOVED A VACANT STRUCTURE AT OUR HANSON HILLS PROPERTY. WE FULLY IMPLEMENTED OUR FIRE ABATEMENT/FUEL LOAD REDUCTION PROGRAM ON ALL PROPERTIES. WE FUNDED SMALL GRANTS, A BIOBLITZ AND A COLLOQUIUM AS PART OF OUR MARY BOWERMAN SCIENCE AND RESEARCH PROGRAM.