2014-09-08T18:52:12-05:00 2013-12-31 946214841 ARMANINO LLP 12657 ALCOSTA BOULEVARD SUITE 500 SAN RAMON CA 945834600 990 2013-01-01 942681735 SAVE MOUNT DIABLO SAVE 9259473535 1901 OLYMPIC BOULEVARD NO 320 WALNUT CREEK CA 94596 RONALD F BROWN EXECUTIVE DIRECTOR 9259473535 2014-09-05 1 LYNN HENLEY P00356034 9257902600 2013 2015-11-30 17:44:51Z SCOTT HEIN 1901 OLYMPIC BOULEVARD NO 320 WALNUT CREEK CA 94596 7339467 0 X WWW.SAVEMOUNTDIABLO.ORG X 1971 CA PRESERVE LAND ON AND AROUND MOUNT DIABLO TO ENSURE HEALTHY ECOSYSTEMS AND CONTINUED ACCESS. 14 14 19 700 0 0 1463196 6675988 252589 464405 41085 63352 142391 134739 1899261 7338484 0 10000 0 0 918232 1127456 0 0 382655 1379730 9372183 2297962 10509639 -398701 -3171155 18171774 19076971 7345852 2792266 10825922 16284705 X 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. 0 0 8452396 PROGRAM AREA 1: LAND ACQUISITION & PRESERVATION:LAND ACQUISITION EXPENDITURES ACCOUNTED FOR $8,452,396 FOR CURRY CANYON RANCH AND MARSH CREEK 8 - BIG BEND. TO FINANCE THE CURRY CANYON RANCH ACQUISITION WE OBTAINED A LOAN FROM A CONSERVATION LENDER AND WE ARE NOW RAISING FUNDS TO REPAY THE LENDER AS WELL AS RAISE FUNDS FOR FUTURE STEWARDSHIP AND MANAGEMENT. PROGRAM EXPENSES OTHER THAN LAND PRESERVATION INCLUDE THE BEACON RESTORATION, STEWARDSHIP PROJECTS, COMMUNITY EDUCATION AND OUTREACH, AND ADVOCACY FOR LAND CONSERVATION. 1243522 10000 464405 PROGRAM 2: EDUCATION & RECREATION:SAVE MOUNT DIABLO PUBLISHES A NEWSLETTER TWICE A YEAR TO EDUCATE THE PUBLIC ABOUT THE AREA'S NATURAL AND CULTURAL HISTORY. 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 2013 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. 160918 PROGRAM 3: LAND USE PLANNING & STEWARDSHIP:IN 2013, SAVE MOUNT DIABLO ACTED AS THE WATCHDOG PROTECTING MOUNT DIABLO FROM INAPPROPRIATE DEVELOPMENT THREATS BY TESTIFYING AT MORE THAN TWENTY HEARINGS AND PUBLIC MEETINGS AS WELL AND CONDUCTING SITE VISITS TO PROPOSED PROJECTS TO EDUCATE DECISION MAKERS ABOUT THE IMPACTS OF DEVELOPMENT. SAVE MOUNT DIABLO PARTICIPATED IN A COALITION WORKING TO ESTABLISH AN URBAN LIMIT LINE ON THE EAST SIDE OF DUBLIN AS WELL AS STRENGHTHEN THE WEST SIDE URBAN LIMIT LINE BY HELPING TO PREPARE A BALLOT INITIATIVE FOR 2014 AS WELL AS PLAN FOR GATHERING NEEDED SIGNATURES FOR THE INITIATIVE.ON A WEEKLY BASIS, SAVE MOUNT DIABLO MONITORS 42 DIFFERENT PLANNING AGENDA TO IDENTIFY LAND USE PROJECTS WITHIN OUR AREA OF INTEREST, AND IN 2013, RESPONDED TO OVER TWO DOZEN DEVELOPMENT PROJECTS AROUND MOUNT DIABLO. PROJECTS RANGED FROM NEW SUBDIVISION PROPOSALS TO CO-LOCATION OF UTILITIES ALONG MARSH CREEK ROAD TO GENERAL PLAN UPDATES. SAVE MOUNT DIABLO FACILITATES MEETINGS OF KEY STAKEHOLDERS INTERESTED IN THESE PROJECTS TO DISCUSS SOLUTIONS. SAVE MOUNT DIABLO CURRENTLY OWNS/AND OR MANAGES 21 PROPERTIES TOTALING 2309 ACRES. STEWARDSHIP PROJECTS INCLUDE: DEBRIS REMOVAL FROM ALL PROPERTIES, FIRE ABATEMENT, HABITAT RESTORATION INCLUDING NON-NATIVE PLANT REMOVAL, TRAIL MAINTENANCE, MAINTENANCE OF STRUCTURES, FENCE AND GATE REPAIR/REPLACEMENT, MANAGING GRAZING AND OTHER TENANTS, RECRUITING AND SUPERVISING VOLUNTEERS, AND SUPPORTING RESEARCH AND HIKING OPPORTUNITIES ON AND AROUND MOUNT DIABLO. 9856836 1 1 0 1 0 0 0 0 0 0 1 1 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 19 0 19 0 0 0 0 0 1 1 1 1 1 1 0 0 0 X 14 14 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X MONICA OEI FINANCE DIRECTOR 9259473535 1901 OLYMPIC BOULEVARD NO 320 WALNUT CREEK CA 94596 SCOTT HEIN PRESIDENT 4.00 X X 0 0 0 AMARA MORRISON SECRETARY 4.00 X X 0 0 0 BURT BASSLER TREASURER 4.00 X X 0 0 0 HEATH BARTOSH DIRECTOR 2.00 X 0 0 0 JOE CANCIAMILLA DIRECTOR 2.00 X 0 0 0 KEN DAMI DIRECTOR 2.00 X 0 0 0 JOHN GALLAGHER DIRECTOR 2.00 X 0 0 0 CLAUDIA HEIN DIRECTOR 2.00 X 0 0 0 DOUG KNAUER DIRECTOR 2.00 X 0 0 0 BRIAN KRUSE DIRECTOR 2.00 X 0 0 0 GARY JOHNSON DIRECTOR 2.00 X 0 0 0 SUE OHANIAN DIRECTOR 2.00 X 0 0 0 MARTY REED DIRECTOR 2.00 X 0 0 0 MALCOLM SPROUL DIRECTOR 2.00 X 0 0 0 RONALD BROWN EXECUTIVE DIRECTOR 40.00 X 145514 0 10557 145514 0 10557 1 0 1 0 0 215331 203462 6257195 240604 6675988 PROGRAM EVENTS 900099 437047 437047 LAND USAGE/MANAGEMENT 900099 27358 27358 464405 63008 63008 23174 0 23174 23174 23174 344 0 344 344 344 100055 203462 0 100055 100055 1479 983 496 496 MISCELLANEOUS INCOME 900099 11014 11014 11014 7338484 464405 0 198091 10000 10000 156071 106128 24972 24971 828857 569188 137989 121680 75417 51283 12067 12067 67111 45635 10738 10738 51812 44400 4765 2647 22722 19541 2045 1136 5994 5994 237002 174369 1389 61244 184256 102075 4534 77647 17126 9933 4624 2569 148700 92766 35443 20491 56349 41324 2499 12526 4413 3221 221 971 31281 25650 2190 3441 36382 21417 12589 2376 ACQUISITION OF CONSERVA 8452396 8452396 LAND ADVOCACY/PERMITS 35764 31197 2936 1631 EQUIP/MAINT/RENTAL 29875 13031 3820 13024 BANK CHARGES AND OTHER 17707 10240 4767 2700 40404 27048 2560 10796 10509639 9856836 270148 382655 X 886324 812607 3584 3706 628648 7085 10414 10669 7183946 2626 172613 150271 43654 22342 3425387 2522233 6614759 15070761 18171774 19076971 72998 96391 3000 45808 4769854 2650067 2500000 0 7345852 2792266 X 10494497 12795906 331425 3488799 10825922 16284705 18171774 19076971 X -3171155 177542 8452396 X X 0 1 X 1 0 X 875509 1641440 2079982 1463496 6675988 12736415 875509 1641440 2079982 1463496 6675988 12736415 2036651 10699764 80546 81497 101423 41291 86182 390939 1254 3946 1456 11014 17670 13145024 2549930 0.81400 0.74190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 594 15400 15994 10493645 10509639 675482 168871 0 0 361054 319796 237870 675482 1594202 2391303 98577 8352 4687 15994 127610 90264 79949 59468 168871 398552 597828 877 558 594 2029 151406 133716 17690 21207 16555 4652 22342 BONDS AND CERTIFICATES OF DEP 1422166 F CORPORATE FIXED INCOME 67134 F MUTUAL FUNDS AND STOCKS 1032933 F 2522233 CONSERVATION LAND 15061849 DEPOSITS 8912 15070761 0 X 7609421 177542 93395 270937 7338484 0 7338484 10603034 93395 93395 10509639 0 10509639 PART X, LINE 2: THE ORGANIZATION HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2013, THE ORGANIZATION DOES NOT HAVE ANY SIGNFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. MOONLIGHT MOUNTAIN 303517 203462 100055 303517 203462 100055 100055 1 CONSERVATION ACTION FUND 555 CAPITOL MALL 1425 SACRAMENTO CA 95814 202009364 501(C)(4) 10000 RESEARCH RELATED TO PUBLIC ATTITUDES ABOUT FUNDING FOR PARK AND LAND CONSERVATION. 0 1 PART I, LINE 2: THE ORGANIZATION RECEIVED REPORTS FROM THE GRANTEE REGARDING THE GRANTEE'S USE OF THE FUNDS. X X 0 0 0 0 0 0 0 0 0 RONALD BROWN EXECUTIVE DIRECTOR 134686 0 10828 0 0 0 7444 0 3113 0 156071 0 0 0 X 6 138186 FMV X 1 52000 APPRAISAL X FOOD 5 24283 FMV X SUPPLIES 5 23857 FMV X FURNITURE 1 1278 FMV X ELECTRONIC EQ 1 1000 FMV 1 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS, SCOTT HEIN AND CLAUDIA HEIN, ARE HUSBAND AND WIFE. FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE FOR FINAL DRAFT COPY, WHICH IS PRESENTED TO THE FINANCE COMMITTEE FOR REVIEW AND RECOMMENDATION TO THE BOARD. THE AUDIT COMMITTEE CHAIR PRESENTS THE FORM 990 TO THE BOARD OF DIRECTORS FOR FINAL APPROVAL AND FILING. FORM 990, PART VI, SECTION B, LINE 12C 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 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 AND RECORDED IN THE MINUTES. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR REVIEWS COMPENSATION WITH THE EXECUTIVE COMMITTEE (COMPOSED OF THE BOARD CHAIR, THE TREASURER, THE SECRETARY, AND THREE AT-LARGE MEMBERS OF THE BOARD) 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, SECTION C, LINE 19 THE FORM 990 IS POSTED ON ORGANIZATION'S WEBSITE AND ALSO AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CAPITALIZATION OF CONSERVATION LAND 8,452,396. FORM 990, PART XII, LINE 2C: FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.