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Nonprofiteer
← SAVE MOUNT DIABLO

Form 990 for tax year 2024

Filed by SAVE MOUNT DIABLO.

Totals

Total revenue
$6,026,768
Total expenses
$3,953,606
Contributions and grants received
$5,374,021
Grants paid
$76,729
Program service revenue
$59,678
Investment income
$436,310
Other revenue
$156,759
Total assets, end of year
$29,365,573
Total liabilities, end of year
$2,037,109
Net assets or fund balances, end of year
$27,328,464
Program services expenses (Part IX)
$2,527,970
Management and general expenses
$714,908
Fundraising expenses
$710,728
Program service expenses (Part III)
$2,527,970

Program services were 63.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $258,490

  • 1e · Government grants (contributions)

    $850,000

  • 1f · All other contributions, gifts and grants

    $4,265,531

  • 1g · Noncash contributions included above

    $3,061

  • 2a · Program service revenue: PROGRAM EVENT REVENUE

    total $32,004 · related or exempt $32,004

  • 2b · Program service revenue: LAND REVENUE & MGMT FEES

    total $27,674 · related or exempt $27,674

  • 3 · Investment income

    total $332,473 · excluded $332,473

  • 7a · Gross sales of assets other than inventory

    securities $6,903,348

  • 7b · Less cost or other basis and sales expenses

    securities $6,799,511

  • 7c · Gain or loss

    securities $103,837

  • 7d · Net gain or loss

    total $103,837 · excluded $103,837

  • 8a · Fundraising events: gross income

    $293,450

  • 8a · Fundraising events: contributions included on line 1c

    $258,490

  • 8b · Fundraising events: direct expenses

    $198,398

  • 8c · Net income from fundraising events

    total $95,052 · excluded $95,052

  • 11a · Other revenue: OTHER INCOME

    total $61,707 · excluded $61,707

  • 11e · Other revenue, total

    $61,707

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $71,775 · program services $71,775

  • 2 · Grants to domestic individuals

    total $4,954 · program services $4,954

  • 5 · Compensation of officers, directors and key employees

    total $349,160 · program services $85,323 · management and general $207,201 · fundraising $56,636

  • 7 · Other salaries and wages

    total $1,507,701 · program services $929,297 · management and general $244,938 · fundraising $333,466

  • 8 · Pension plan contributions

    total $51,357 · program services $28,324 · management and general $12,191 · fundraising $10,842

  • 9 · Other employee benefits

    total $156,181 · program services $95,588 · management and general $25,701 · fundraising $34,892

  • 10 · Payroll taxes

    total $138,347 · program services $76,299 · management and general $32,840 · fundraising $29,208

  • 11b · Fees: legal

    total $93,327 · program services $90,664 · management and general $1,384 · fundraising $1,279

  • 11c · Fees: accounting

    total $48,875 · management and general $48,875

  • 11e · Fees: professional fundraising services

    total $24,025 · fundraising $24,025

  • 11f · Fees: investment management

    total $10,000 · management and general $10,000

  • 11g · Fees: other

    total $181,103 · program services $134,780 · management and general $10,683 · fundraising $35,640

  • 12 · Advertising and promotion

    total $25,876 · program services $16,968 · management and general $36 · fundraising $8,872

  • 13 · Office expenses

    total $104,765 · program services $70,552 · management and general $2,564 · fundraising $31,649

  • 14 · Information technology

    total $198,098 · program services $108,096 · management and general $24,510 · fundraising $65,492

  • 16 · Occupancy

    total $212,110 · program services $120,906 · management and general $44,165 · fundraising $47,039

  • 17 · Travel

    total $68,641 · program services $62,212 · management and general $2,103 · fundraising $4,326

  • 19 · Conferences, conventions and meetings

    total $18,754 · program services $16,936 · management and general $723 · fundraising $1,095

  • 20 · Interest

    total $48,375 · program services $35,761 · management and general $5,330 · fundraising $7,284

  • 22 · Depreciation, depletion and amortization

    total $206,005 · program services $174,690 · management and general $27,400 · fundraising $3,915

  • 23 · Insurance

    total $78,330 · program services $69,838 · management and general $4,413 · fundraising $4,079

  • 24a · Other expenses: LAND ADVOCACY / PERMITS

    total $235,154 · program services $235,154

  • 24b · Other expenses: FOOD & SUPPLIES

    total $68,471 · program services $62,844 · management and general $5,627 · fundraising $0

  • 24c · Other expenses: DUES/FEES/PUBLICATIONS

    total $31,632 · program services $23,517 · management and general $3,505 · fundraising $4,610

  • 24d · Other expenses: EQUIP MAINT & RENTAL

    total $14,339 · program services $8,872 · management and general $30 · fundraising $5,437

  • 24e · All other expenses

    total $6,251 · program services $4,620 · management and general $689 · fundraising $942

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $397,243 · end of year $305,401

  • 2 · Savings and temporary cash investments

    beginning of year $70,875 · end of year $320,735

  • 3 · Pledges and grants receivable

    beginning of year $187,200 · end of year $413,190

  • 9 · Prepaid expenses and deferred charges

    beginning of year $51,565 · end of year $53,702

  • 10a · Land, buildings and equipment: cost or other basis

    $610,742

  • 10b · Land, buildings and equipment: accumulated depreciation

    $427,663

  • 10c · Land, buildings and equipment, net

    beginning of year $228,391 · end of year $183,079

  • 11 · Investments: publicly traded securities

    beginning of year $8,003,577 · end of year $8,172,928

  • 15 · Other assets

    beginning of year $18,567,452 · end of year $19,916,538

  • 17 · Accounts payable and accrued expenses

    beginning of year $314,903 · end of year $316,620

  • 19 · Deferred revenue

    beginning of year $25,426 · end of year $33,495

  • 23 · Secured mortgages and notes payable

    beginning of year $537,500 · end of year $537,500

  • 25 · Other liabilities

    beginning of year $1,284,931 · end of year $1,149,494

  • 27 · Net assets without donor restrictions

    beginning of year $22,392,138 · end of year $24,309,944

  • 28 · Net assets with donor restrictions

    beginning of year $2,951,405 · end of year $3,018,520

Mission and programs · 2024

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.

  • 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.

    Expenses $1,020,565 · Grants $20,468

  • 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.

    Expenses $869,002 · Grants $699 · Revenue $27,674

  • Withheld by Nonprofiteer: this text may name a private individual.

    Expenses $638,403 · Grants $55,562 · Revenue $32,004

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

  • Jim Felton

    PRESIDENT

    Total calculated
    $0
    Hours/week
    4

  • Giselle Jurkanin

    VICE PRESIDENT / SECRETARY

    Total calculated
    $0
    Hours/week
    4

  • Burt Bassler

    TREASURER (THROUGH 3/2025)

    Total calculated
    $0
    Hours/week
    4

  • Doug Matthew

    TREASURER (START 3/2025)

    Total calculated
    $0
    Hours/week
    4

  • Keith Alley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Steve Balling

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • John Gallagher

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Liz Harvey Roberts

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Claudia Hein

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Scott Hein

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Shirley Langlois

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Bob Marx

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Amara Morrison

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Phil O'Loane

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Robert Phelps

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Malcolm Sproul

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Jeff Stone

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Achilleus Tiu

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Edward Sortwell Clement Jr

    EXECUTIVE DIRECTOR

    Total calculated
    $209,824
    From this org
    $195,950
    From related orgs
    $0
    Other
    $13,874
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $195,950
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $13,874
    Filer's total
    $209,824

  • Monica Oei

    FINANCE & ADMINISTRATIVE DIRECTOR

    Total calculated
    $139,336
    From this org
    $125,761
    From related orgs
    $0
    Other
    $13,575
    Hours/week
    40

  • Seth Adams

    LAND CONSERVATION DIRECTOR

    Total calculated
    $167,119
    From this org
    $141,852
    From related orgs
    $0
    Other
    $25,267
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $141,852
    Bonus
    $0
    Other
    $0
    Deferred
    $7,101
    Nontaxable benefits
    $18,166
    Filer's total
    $167,119

  • Sean Burke

    LAND PROGRAMS DIRECTOR

    Total calculated
    $126,940
    From this org
    $118,331
    From related orgs
    $0
    Other
    $8,609
    Hours/week
    40

  • Karen Ferriere

    DEVELOPMENT DIRECTOR

    Total calculated
    $121,096
    From this org
    $114,531
    From related orgs
    $0
    Other
    $6,565
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CHARITABLE REMAINDER TRUST (1)

    T · INVESTING / CHARITABLE GIVING · CA · controlled entity

Provenance

Return type
form_990
Tax year
2024
Filed
5 February 2026
IRS schema version
2024v5.5
Source object
202620409349301372

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