2026-02-09T14:05:12-06:00 2025-03-31 390859910 BAKER TILLY ADVISORY GROUP LP 333 BUSH STREET STE 1000 SAN FRANCISCO CA 94104 990 2024-04-01 942681735 SAVE MOUNT DIABLO SAVE 9259473535 201 N CIVIC DRIVE 190 WALNUT CREEK CA 94596 EDWARD SORTWELL CLEMENT JR EXECUTIVE DIRECTOR 9259473535 2026-02-05 1 0 MICHAEL LUMSDEN P01262236 4159561500 2026-02-05 2024 2025-03-06 01:10:19Z EDWARD SORTWELL CLEMENT 201 N CIVIC DRIVE 190 WALNUT CREEK CA 94596 13024677 0 X WWW.SAVEMOUNTDIABLO.ORG X 1980 CA 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. 17 17 26 685 0 0 5660882 5374021 54192 59678 238801 436310 83226 156759 6037101 6026768 144047 76729 0 0 2041472 2202746 78500 24025 710728 1242594 1650106 3506613 3953606 2530488 2073162 27506303 29365573 2162760 2037109 25343543 27328464 X 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. 0 0 1020565 20468 0 LAND ACQUISITION & LAND USE: SAVE MOUNT DIABLO CONTINUES LONG-TERM NEGOTIATIONS TO PROTECT IMPORTANT PROPERTIES.- CLOSED ESCROW AND ACQUIRED THE 98-ACRE GINOCHIO SCHWENDEL PROPERTY FOR $1,370,000 PLUS CLOSING COSTS IN MARCH 2025. IT IS ADJACENT TO SMD'S MARSH CREEK 5 PROPERTY. IT INCLUDES AN UNDERCROSSING OF MARSH CREEK ROAD FOR WILDLIFE AND A SEGMENT OF MARSH CREEK, CONTRA COSTA COUNTY'S SECOND LONGEST AND MOST UNDISTURBED CREEK. IT IS A STRATEGIC PIECE OF THE MARSH CREEK WATERSHED CONTAINING RARE VOLCANIC HABITAT WITH VERY HIGH CONSERVATION VALUE.- LAND USE: SAVE MOUNT DIABLO REGULARLY MONITORS THE AGENDAS OF 70 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 2024 - 2025 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.- PREPARED FOR THE FIRST EVER DIABLO RANGE CONVENING TO BE HELD IN JUNE 2025. WE ANTICIPATE OVER 150 INDIVIDUALS REPRESENTING OVER 60 GROUPS DISCUSSING CONSERVATION THROUGHOUT THE DIABLO RANGE. - 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 CREATE THERE. 869002 699 27674 STEWARDSHIP: SAVE MOUNT DIABLO CURRENTLY OWNS AND/OR MANAGES 21 PROPERTIES TOTALING 2190-ACRES. SAVE MOUNT DIABLO ALSO HOLDS PERPETUAL CONSERVATION EASEMENTS ON 3 PROPERTIES, TOTALING 176-ACRES.- SUCCESSFULLY STEWARDED THE THOUSANDS OF ACRES UNDER OUR CARE (PLANTING NATIVE SPECIES, REMOVING INVASIVE SPECIES, REGULAR PROPERTY MONITORING, ETC.).- MORE THAN 685 VOLUNTEERS COMPLETED OVER 5,996 HOURS OF SERVICE IN THE 2024 - 2025 FISCAL YEAR. THEY HAVE SUPPORTED ALL OUR ACTIVITIES ACROSS DEPARTMENTS THROUGHOUT THE YEAR. RECURRENT STEWARDSHIP VOLUNTEERS INCLUDE 28 PROPERTY MONITORS AND 34 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 OF 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 AT OUR RESTORATION SITES, MANY OF THOSE PLANTS BEING CALIFORNIA MILKWEED AND OTHER POLLINATOR PLANTS FOR MONARCH FORAGING, 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 ASPARA DRIVE 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. - ON OUR COASTAL CLEANUP DAY, WE REMOVED 3,000 LBS OF DEBRIS.- IN 2025, SAVE MOUNT DIABLO FINISHED CREATING AND OPENING MORE PUBLIC TRAILS AT OUR CURRY CANYON RANCH PRESERVE WHICH MEANS OUR ORGANIZATION HAS NOW CREATED AND OPENED OVER 7 MILES OF NEW PUBLIC TRAILS, AT OUR CURRY CANYON RANCH AND MANGINI RANCH EDUCATIONAL PRESERVE, IN JUST THE LAST FEW YEARS.- 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. 638403 55562 32004 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 DIABLO CONSERVATION EXPERIENCE, FOR LOCAL MIDDLE SCHOOL AND HIGH SCHOOLS.- OUR YOUNG DIABLO EXPLORERS PROGRAM FOR 3RD TO 5TH GRADERS.- OUR SMD CARES PROGRAM IN COLLABORATION WITH MOUNT DIABLO UNIFIED SCHOOL DISTRICT.- OUR DR. MARY BOWERMAN SCIENCE AND RESEARCH PROGRAM, WHICH PROVIDES SMALL GRANTS TO ENCOURAGE MORE SCIENTIFIC RESEARCH IN THE NORTHERN DIABLO RANGE, BIOBLITZ, ETC.- CONTINUE TO ENABLE 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 14 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.- AS WE REFLECT ON THE COMPLETED APRIL 1, 2024, TO MARCH 31, 2025 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. 2527970 1 1 0 1 0 0 1 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 5 0 1 26 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 17 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AR CA GA MA MD NC NJ NM NY OH OR PA TN WA WI X X X MONICA OEI 9259494514 201 N CIVIC DRIVE 190 WALNUT CREEK CA 94596 JIM FELTON PRESIDENT 4.00 X X 0 0 0 GISELLE JURKANIN VICE PRESIDENT / SECRETARY 4.00 X X 0 0 0 BURT BASSLER TREASURER (THROUGH 3/2025) 4.00 X X 0 0 0 DOUG MATTHEW TREASURER (START 3/2025) 4.00 X X 0 0 0 KEITH ALLEY DIRECTOR 2.00 X 0 0 0 STEVE BALLING DIRECTOR 2.00 X 0 0 0 JOHN GALLAGHER DIRECTOR 2.00 X 0 0 0 LIZ HARVEY ROBERTS DIRECTOR 2.00 X 0 0 0 CLAUDIA HEIN DIRECTOR 2.00 X 0 0 0 SCOTT HEIN DIRECTOR 2.00 X 0 0 0 SHIRLEY LANGLOIS DIRECTOR 2.00 X 0 0 0 BOB MARX DIRECTOR 2.00 X 0 0 0 AMARA MORRISON DIRECTOR 2.00 X 0 0 0 PHIL O'LOANE DIRECTOR 2.00 X 0 0 0 ROBERT PHELPS DIRECTOR 2.00 X 0 0 0 MALCOLM SPROUL DIRECTOR 2.00 X 0 0 0 JEFF STONE DIRECTOR 2.00 X 0 0 0 ACHILLEUS TIU DIRECTOR 2.00 X 0 0 0 EDWARD SORTWELL CLEMENT JR EXECUTIVE DIRECTOR 40.00 X 195950 0 13874 MONICA OEI FINANCE & ADMINISTRATIVE DIRECTOR 40.00 X 125761 0 13575 SETH ADAMS LAND CONSERVATION DIRECTOR 40.00 X 141852 0 25267 SEAN BURKE LAND PROGRAMS DIRECTOR 40.00 X 118331 0 8609 KAREN FERRIERE DEVELOPMENT DIRECTOR 40.00 X 114531 0 6565 696425 0 67890 5 0 1 0 0 258490 850000 4265531 3061 5374021 PROGRAM EVENT REVENUE 900099 32004 32004 LAND REVENUE & MGMT FEES 900099 27674 27674 59678 332473 332473 6903348 6799511 103837 103837 103837 293450 258490 198398 95052 95052 OTHER INCOME 900099 61707 61707 61707 6026768 59678 0 593069 71775 71775 4954 4954 349160 85323 207201 56636 1507701 929297 244938 333466 51357 28324 12191 10842 156181 95588 25701 34892 138347 76299 32840 29208 93327 90664 1384 1279 48875 48875 24025 24025 10000 10000 181103 134780 10683 35640 25876 16968 36 8872 104765 70552 2564 31649 198098 108096 24510 65492 212110 120906 44165 47039 68641 62212 2103 4326 18754 16936 723 1095 48375 35761 5330 7284 206005 174690 27400 3915 78330 69838 4413 4079 LAND ADVOCACY / PERMITS 235154 235154 FOOD & SUPPLIES 68471 62844 5627 0 DUES/FEES/PUBLICATIONS 31632 23517 3505 4610 EQUIP MAINT & RENTAL 14339 8872 30 5437 6251 4620 689 942 3953606 2527970 714908 710728 397243 305401 70875 320735 187200 413190 51565 53702 610742 427663 228391 183079 8003577 8172928 18567452 19916538 27506303 29365573 314903 316620 25426 33495 537500 537500 1284931 1149494 2162760 2037109 X 22392138 24309944 2951405 3018520 25343543 27328464 27506303 29365573 X 2073162 -38241 -50000 X 0 1 X 1 0 X 3542387 3136903 3341066 5660882 5374021 21055259 3542387 3136903 3341066 5660882 5374021 21055259 4617749 16437510 178454 125905 111682 218767 332473 967281 5132 72361 95052 172545 3478 41476 8985 10865 61707 126511 22321596 190068 0.73640 0.69760 X SCHEDULE A, PART II, LINE 1: CONTRIBUTIONS FOR THE 2021 TAX YEAR DIFFER FROM THAT WHICH WAS REPORTED ON THE ORIGINALLY FILED FORM 990 TO ACCOUNT FOR A PLEDGE WHICH WAS INITIALLY RECORDED AS A REVENUE ITEM DURING THE 2021 TAX YEAR BUT WHICH WAS SUBSEQUENTLY WRITTEN-OFF DURING THE 2024 TAX YEAR. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2381 269870 272251 3647330 3919581 345979 86495 0 0 351320 322576 320819 345979 1340694 2011041 19177 24946 272251 316374 87830 80644 80205 86495 335174 502761 3430 6868 11456 2381 24135 X X X 3 176.00 0 0 0 1 1 31.00 1114 5057969 525416 -112813 5470572 2679925 2257030 121014 5057969 2585960 307500 -213535 2679925 2565494 5500 145798 130832 2585960 1827434 407000 331060 2565494 0.81318 0.18682 0.00000 0 0 28292 9984 18308 521719 379912 141807 60731 37767 22964 183079 BENEFICIAL INTEREST IN TRUSTS HELD BY OTHERS 604382 ASSETS HELD UNDER A CHARITABLE REMAINDER TRUST 135623 CONSERVATION LAND AND EASEMENTS 16129103 CONSERVATION LAND STRUCTURES AND IMPROVEMENTS, NET 1218074 DEPOSITS 19125 LAND PURCHASE OPTIONS 820553 RIGHT-OF-USE ASSETS 952340 WORK IN PROGRESS 37338 19916538 LIABILITY UNDER CHARITABLE REMAINDER TRUST 62853 RIGHT-OF-USE LIABILITIES 1086641 1149494 X 6182030 -38241 5105 -33136 6215166 10000 -198398 -188398 6026768 4197109 5105 248398 253503 3943606 10000 10000 3953606 PART II, LINE 5: SMD HAS A "CONSERVATION EASEMENT ENFORCEMENT 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 WHOSE LAND IS SUBJECT TO SMD CONSERVATION EASEMENTS TO HELP THEM UNDERSTAND THE EASEMENTS AND BE GOOD STEWARDS OF THEIR LANDS. 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 ITS EXEMPT PURPOSE. NO PROVISION FOR INCOME TAXES IS REFLECTED IN THE ACCOMPANYING FINANCIAL STATEMENTS FOR THE YEARS ENDED MARCH 31, 2025 AND 2024, 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 TAX BENEFITS OR LIABILITIES THAT NEED TO BE RECORDED. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES -198,398. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 198,398. REVERSAL OF PRIOR YEAR CONTRIBUTION REVENUE 50,000. X X X X X X X 1 MARSHA MATHER-THRIFT 182 HUMBOLDT STREET SAN RAFAEL CA 94901 CONSULTING - GRANT WRITER 0 0 24025 -24025 24025 -24025 AR CA GA MA MD NC NJ NM NY OH OR PA TN WA WI MOONLIGHT ON THE MOUNTAIN 551940 258490 293450 106454 85939 6005 551940 258490 293450 106454 85939 6005 198398 95052 1 PINNACLES NATIONAL PARK FOUNDATION PO BOX 2080 HOLLISTER CA 95024 760849623 501(C)(3) 20336 0 SCIENCE & RESEARCH GRANT - CONDORS OF THE DIABLO RANGE DIGITAL STORY COMPANY LLC 787 MILLER AVENUE MILL VALLEY CA 94941 823902396 16600 0 SUPPORT FOR TV SERIES: OPEN ROAD WITH DOUG MCCONNELL & FRIENDS FRESNO CHAFFEE ZOO CORPORATION 1250 W OLIVE AVENUE FRESNO CA 93728 421661145 501(C)(3) 5240 0 SUPPORT FOR BLUNT-NOSED LEOPARD LIZARD WEATHER STATION 2 1 PART I, LINE 2: 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. X X 0 0 0 0 0 0 0 0 0 EDWARD SORTWELL CLEMENT JR EXECUTIVE DIRECTOR 195950 0 0 0 0 0 0 0 13874 0 209824 0 0 0 SETH ADAMS LAND CONSERVATION DIRECTOR 141852 0 0 0 0 0 7101 0 18166 0 167119 0 0 0 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 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 REGARDING 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 XI, LINE 9: REVERSAL OF PRIOR YEAR CONTRIBUTION REVENUE -50,000. CHARITABLE REMAINDER TRUST (1) INVESTING / CHARITABLE GIVING CA N/A T 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0