Civic Intelligence

Save Mount Diablo

990 • Fiscal year 2020 • EIN 94-2681735

Apr 01, 2019 to Mar 31, 2020 • Filed on Feb 08, 2021

1901 Olympic BoulevardWalnut Creek, CA 94596

(925) 947-3535

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

20th percentile

0.03x

Higher debt load relative to assets than 20% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

30th percentile

0.14x

Higher debt load relative to revenue than 30% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

87th percentile

38%

Higher net margin than 87% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

56th percentile

8.9%

Faster asset growth than 56% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

99th percentile

913%

Faster revenue growth than 99% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Assets

Up

$22,522,201

Up $1,836,098 (+8.9%) from 2019

Net Assets

Up

$21,917,747

Up $1,946,048 (+9.7%) from 2019

Liabilities

Down

$604,454

Down $109,950 (-15%) from 2019

Revenue

Up

$4,429,624

Up $3,992,307 (+913%) from 2019

Expenses

Up

$2,734,298

Up $1,960,511 (+253%) from 2019

Net Income

Up

$1,695,326

Up $2,031,796 (+604%) from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2011: $15,822,747Liabilities 2011: $4,845,930Net Assets 2011: $10,976,8172011Assets 2012: $18,171,774Liabilities 2012: $7,345,852Net Assets 2012: $10,825,9222012Assets 2013: $19,076,971Liabilities 2013: $2,792,266Net Assets 2013: $16,284,7052013Assets 2014: $19,950,955Liabilities 2014: $2,510,931Net Assets 2014: $17,440,0242014Assets 2015: $19,479,184Liabilities 2015: $1,875,135Net Assets 2015: $17,604,0492015Assets 2016: $19,440,593Liabilities 2016: $611,995Net Assets 2016: $18,828,5982016Assets 2017: $20,990,704Liabilities 2017: $568,449Net Assets 2017: $20,422,2552017Assets 2018: $20,887,912Liabilities 2018: $616,268Net Assets 2018: $20,271,6442018Assets 2019: $20,686,103Liabilities 2019: $714,404Net Assets 2019: $19,971,6992019Assets 2020: $22,522,201Liabilities 2020: $604,454Net Assets 2020: $21,917,7472020Assets 2021: $23,820,014Liabilities 2021: $366,608Net Assets 2021: $23,453,4062021Assets 2022: $23,107,721Liabilities 2022: $341,196Net Assets 2022: $22,766,5252022Assets 2023: $24,218,193Liabilities 2023: $1,648,821Net Assets 2023: $22,569,3722023Assets 2024: $27,506,303Liabilities 2024: $2,162,760Net Assets 2024: $25,343,5432024Assets 2025: $29,365,573Liabilities 2025: $2,037,109Net Assets 2025: $27,328,4642025

Highlighted filing

2020

Assets$22,522,201
Liabilities$604,454
Net Assets$21,917,747

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2011: $2,453,822Expenses 2011: $3,926,877Net Income 2011: -$1,473,0552011Expenses 2012: $2,297,9622012Revenue 2013: $7,338,484Expenses 2013: $10,509,639Net Income 2013: -$3,171,1552013Revenue 2014: $3,264,313Expenses 2014: $2,199,862Net Income 2014: $1,064,4512014Revenue 2015: $2,753,630Expenses 2015: $3,232,445Net Income 2015: -$478,8152015Revenue 2016: $3,608,534Expenses 2016: $2,474,895Net Income 2016: $1,133,6392016Revenue 2017: $4,066,782Expenses 2017: $3,278,529Net Income 2017: $788,2532017Revenue 2018: $2,302,875Expenses 2018: $2,428,437Net Income 2018: -$125,5622018Revenue 2019: $437,317Expenses 2019: $773,787Net Income 2019: -$336,4702019Revenue 2020: $4,429,624Expenses 2020: $2,734,298Net Income 2020: $1,695,3262020Revenue 2021: $3,751,697Expenses 2021: $3,395,073Net Income 2021: $356,6242021Revenue 2022: $3,476,517Expenses 2022: $4,026,398Net Income 2022: -$549,8812022Revenue 2023: $3,364,222Expenses 2023: $3,451,522Net Income 2023: -$87,3002023Revenue 2024: $6,037,101Expenses 2024: $3,506,613Net Income 2024: $2,530,4882024Revenue 2025: $6,026,768Expenses 2025: $3,953,606Net Income 2025: $2,073,1622025

Highlighted filing

2020

Revenue$4,429,624
Expenses$2,734,298
Net Income$1,695,326
Jump To
Filing Snapshot
Filing Period
Apr 1, 2019 to Mar 31, 2020
Signed
Feb 8, 2021
Return Version
2019v5.0
Gross Receipts
$4,547,811
Mission and Program Overview

Mission

Preserve Land on and around Mount Diablo to ensure healthy ecosystems and continued access.

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$3,544,110$3,767,393▲ $223,283
Cash and Non-Interest-Bearing Accounts$691,904$1,860,412▲ $1,168,508
Pledges and Grants Receivable$902,858$602,931▼ $299,927
Land, Buildings, and Equipment, Net$90,497$69,122▼ $21,375
Prepaid Expenses and Deferred Charges$39,085$67,688▲ $28,603
Accounts Receivable$187,211$21,400▼ $165,811
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$20,686,103$22,522,201▲ $1,836,098
Other Assets Total$15,230,438$16,133,255▲ $902,817
Liabilities
Other Liabilities$397,693$369,021▼ $28,672
Accounts Payable and Accrued Expenses$240,311$181,653▼ $58,658
Deferred Revenue$76,400$53,780▼ $22,620
Total Liabilities$714,404$604,454▼ $109,950
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$17,050,751$18,796,033▲ $1,745,282
Net Assets With Donor Restrictions$2,920,948$3,121,714▲ $200,766
Total Net Assets Fund Balance$19,971,699$21,917,747▲ $1,946,048
Total Liabilities and Net Assets / Fund Balance$20,686,103$22,522,201▲ $1,836,098

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$69,122$214,716$283,838
Other Land Buildings-$19,232$19,232
Other Assets Org$400,899--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$918,260$1,050,479▼ $29,019-$1,939,720
2018$897,176-▲ $21,084-$918,260
2017$752,370$172,872▼ $28,066-$897,176
2016-$752,202▲ $168-$752,370
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Edward Sortwell Clement JrExecutive DirectorFT$134,595$25,912$160,507
Marcia SlackmanDev. DirectorFT$117,296$15,654$132,950
Seth AdamsLand Conserv. DirectorFT$106,355$18,394$124,749
Meredith HendricksLand Prog. DirectorFT$114,545$6,064$120,609

Board Members and Trustees

NameTitle
Malcolm SproulPresident
Bob MarxDirector
Carol LaneDirector
Frank MartensDirector
Garrett GirvanDirector
Giselle JurkaninDirector
Jeff StoneDirector
Jim FeltonDirector
Joe GaraventaDirector
John GallagherDirector
Keith AlleyDirector
Liz HarveyDirector
Margaret KruseDirector
Robert PhelpsDirector
Scott HeinDirector
Burt BasslerTreasurer
Claudia HeinVP/secretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Shute Mihaly & Weinberger LLPLegal396 Hayes St, San Francisco, CA 94102$110,803
Revenue and Support

Revenue Composition

Contributions and Grants
$4,170,724
Program Service Revenue
$135,694
Investment Income
$102,048
Other Revenue
$21,158
All Other Contributions
$3,794,668
Change in Net Assets
$1,695,326

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded3$118,546-
Other Non Cash Contri Table10$23,238Fair Market Value (FMV)
Other Non Cash Contri Table2$175Fair Market Value (FMV)
Total Noncash Contributions15$141,959-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,429,624
Revenue Not Reported on Form 990
$166,201
Total Revenue per Audited Statements
$4,595,825
Total Revenue per Form 990
$4,429,624
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,510,015
Other Expenses$1,165,327
Total Fundraising Expense$566,243
Grants and Similar Amounts Paid$58,956
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$650,315$437,692$261,501$1,349,508
Fees for Services Other$127,393$31,039$19,110$177,542
Occupancy$95,566$41,680$34,528$171,774
Current Officers, Directors, Trustees, and Key Employees$28,089$48,152$84,266$160,507
All Other Expenses$106,385$26,816$11,861$145,062
Depreciation Depletion$108,210$5,695-$113,905
Office Expenses$38,635$19,214$31,509$89,358
Other Expenses$50,724$22,494$52,988$73,218
Grants to Domestic Individuals$58,956--$58,956
Travel$39,280$2,958$9,499$51,737
Insurance$34,465$3,660$5,877$44,002
Information Technology$8,722$863$1,314$10,899
Total Functional Expenses$1,517,859$650,196$566,243$2,734,298

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,881,592
Expenses per Audited Statements$2,734,298
Total Expenses per Form 990$2,734,298
Expenses Not Reported on Form 990$147,294
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$135,825
Fundraising Direct Expenses$118,187
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Moonlight Mountain$511,881$135,825-$135,825
Total Events$511,881$135,825$118,187$17,638
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
CRT Distribution Payable$369,021
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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 and approved by the Audit Committee. The board receives a complete copy before the form is filed.

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 out 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.

Filing and Contact Details

Filer

Filer Name
Save Mount Diablo
EIN
94-2681735
Phone
9259473535
Address
1901 OLYMPIC BOULEVARD, WALNUT CREEK, CA 94596

Signing Officer

Name
Edward Sortwell Clement Jr
Title
Executive Director
Signed
2021-02-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Edward Sortwell Clement Jr
Formed
1971
Legal Domicile
CA
Voting Board Members
17
Independent Board Members
17
Employees
22
Volunteers
374

Preparer

Firm
Damore Hamric & Schneider Inc
Address
1515 RIVER PARK DR STE 150, SACRAMENTO, CA 95815
Preparer
Ronald a Ley
Phone
9164812856
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

Acquisitions of conservation land = $80000

Other Changes In Net Assets Or Fund Balances - Other Increases

Unrealized gain on charitable remainder trust = $8551

Form 990, Part I, Line 1

Organization mission or significant activities:our mission is to forever preserve the remaining 70,000 acres of natural lands around mount diablo through a conservation approach that integrates perpetual land preservation, advocacy, stewardship, land use planning, and education programs. We work to preserve mount diablos peaks, surrounding foothills, and watersheds through land acquisition and preservation strategies designed to protect the mountains natural beauty, biological diversity, and historical and agricultural heritage; enhance our areas quality of life and provide recreational opportunities consistent with the protection of natural resources.

Form 990, Part III, Line 4A (continued)

Land use planning (continued):concord naval weapons station reuse planafter almost two decades of advocacy work by save mount diablo, we celebrated the hand-over of over 2,000 acres of land for the new regional park to the east bay regional park district and encouraged parties to work together to achieve common goals on the specific plan and city development part of the project.antiochour coalition was successful in building city of antioch support for our initiative to add more protections to the sand creek focus area, rich in conservation values. We built a successful foundation so that we can bring our initiative to the voters in the next fiscal year.coalitionswe continued coalition work in response to ongoing efforts at the concord naval weapons station and strengthened our coalition in antioch for a 2020 campaign for our initiative to better protect the sand creek focus area which includes thousands of acres of important open space.urban limit lineswe continued to watch for threats to the urban limit line (ull).legal reviewwe successfully fended off legal challenges to our initiative in antioch.east contra costa county habitat conservancy plan we participated in the public advisory committee of the hcp/nccp and encouraged creation of an hcp/nccp in antioch.stewardship (continued):more than 350 volunteers completed over 7,400 hours of service in 2019. They have supported land management and education activities throughout the year. Recurrent volunteers include: 35 property monitors and 90 volunteer stewards.volunteersour 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 make this organizations efforts so successful.results: overseen by our skilled staff, over 7,400 volunteer hours were spent on over 52 work projects including ecological restoration, monitoring and maintenance; and over 13 big events like moonlight on the mountain, four days diablo and bioblitz.the diablo restoration team (dirt) completed 21 workdays nurturing five creek restoration projects, including 11 sites spread across six properties. We responded to wildfire damage from the 2018 marsh fire that burned three of our properties. We replaced split rail fence, reopened restoration sites to our dirt workdays, and replaced our water pump system, which is used to water planting sites in the dry months. Stewards designed and built an upgraded, eco-friendly, solar-powered water pump system that automatically refills the water tank at the top of the hill. We no longer need to rely on gas-powered generators to provide enough energy to push the water uphill.amidst workday cancellations because of climate change (which is causing extreme heat, hazardous air quality, and high fire-danger risks) and covid-19, we have focused our workdays on safety trainings as well as more fire abatement year-round. We completed 18 stewardship workdays, including extra fire abatement. We accomplished 12 integrated pest management workdays to remove non-native and invasive species on our properties and manage the spread of sudden oak death.we finished major capital projects on several of our properties. We repaired the compromised roof at wright canyon. We replaced thousands of feet of degraded fencing with wildlife-friendly fencing at curry canyon ranch, mangini ranch, and anderson ranch.all planned improvements were finally completed at the curry canyon ranch field station, including a deck and pergola for shade next to the creek, and safety features like hand railing at steps and ramps to major entrances into the field station.we hosted a coastal cleanup workday in kirker creek. Students from pittsburg high school and other community members removed all sorts of trash, finding mostly micro-sized trash this year. In total, 507

Form 990, Part III, Line 4B (continued)

Education & recreation (continued):dr. Mary bowerman science & research programthe dr. Mary bowerman science and research program provides grants for research projects on save mount diablo properties and the network of protected lands in the diablo range. In 2019, seven grants were awarded to researchers from academic institutions around the bay area. All of the studies will enhance the ecological understanding of the diablo region and inform conservation and land management practices.conservation collaboration agreement program save mount diablo staff and volunteers completed four conservation collaboration agreements with local schools and businesses in 2019-2020. The first agreement was with campolindo high school (sponsored by compass realty), the second was with pittsburg high school (sponsored by mount diablo resource and recovery), the third was with antioch high school (sponsored by diamond construction) and the fourth was with joaquin moraga intermediate school (sponsored by bedell frazier). With all agreements, students, instructors, and sponsoring business employees alike received in-class/in-office educational instruction in land conservation and then had the opportunity to participate in hands on outdoor field experiences all four took part in identifying and pulling invasive plant species at marsh creek 8 (also known as big bend), a save mount diablo owned property. After the service projects, students and employees went on interpretive nature hikes. Following the hikes, participants did contemplative solos in nature with journaling exercises reflecting on the meaning of nature and their respective roles in it. A total of 150 students and sponsoring business employees partiicpated in the four agreements.diablo trails challengesave mount diablo and brazen racing partnered again to host a 50k, half marathon, 10k and 5k. More than 1,000 people enjoyed a beautiful day out on the trails.four days diablo14 participants enjoyed learning more about mount diablos treasures while hiking and camping along the diablo trail. Dedicated volunteers set up the campsites and local restaurantsincluding prima ristorante, esin restaurant and sunrise bistro & cateringprepared delicious meals for the adventurers. Mount diablo challengenow in its 38th year, this event is now hosted by the valley spokesmen. Over 520 cyclists rode 11.2 miles, climbing 3,249 feet in elevation, to the summit of diablo. Thanks to the support of the nathan m. Ohrbach foundation, smd added 145 new and renewed members to our organization from this event. "discover diablo" hikes313 hikers attended 17 free public educational hike outings on save mount diablo properties and collaborating agencies land. Staff and volunteer hike leaders hosted this series as part of save mount diablos discover diablo program sponsored by martinez refining company. Education & outreach effortsstaff and volunteers tabled at 9 events and participated in numerous speaking engagements across 8 cities in the bay area.

Form 990, Part III, Line 4C (continued)

Land acquisition (continued):save mount diablo also secured a purchase agreement for the strategic 28.73 acre smith canyon in the morgan territory area, contiguous with other conserved save mount diablo lands. Further, save mount diablo advanced other land acquisition opportunities in and around the mt diablo area.this fiscal year was a year of enhancing how we manage our properties while continuing long-term, complex negotiations to protect several very high-priority areas of land.for decades, smd was able to buy properties and then quickly transfer them to a public park agency. That model kept our land management responsibilities very limited, and the projects we undertook were mainly focused on trash removal, fire abatement, and some restoration work.about a decade ago, the transfer time started to slow down. In part, the slowdown in transfer time was because california state parks stopped acquiring new land in order to focus on maintaining the parks it already owned.it has been more than 15 years since a property was added to mount diablo state park, something we have been working diligently to change. However, as our ambitions about preserving the diablo wild lands grew, we began to buy more land further away from existing parks with a strategy to connect them in the future. We continue to negotiate complex property transactions, the fruits of which will be brought to bear in the coming year. Our partners, especially the east contra costa habitat conservancy and east bay regional park district, have continued the work to encircle the marsh creek and morgan territory areas in open space 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. As part of our forever wild capital campaign, we are working to raise acquisition funds to ensure we are ready and able to act on transactions quickly. For now, we continue to build a strong foundation for future land conservation.

Financial Statement Notes

Part II, Line 5: Summarized Policy

Save Mount Diablo has an SMD Board and Land Trust 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. In 2017, the Organization acquire second conservation easement Marsh Creek 2, totaling 16 acres. The Organization has valued the easement as $1 in the financial statements.

Part V, Line 4: Intended uses of the endowment fund.

The long-term goal of Save Mount Diablos (SMD) Stewardship Endowment Fund is to financially support, in perpetuity, SMDs stewardship obligations for its conserved lands and other properties under its care. To fulfill its stewardship obligations, SMD must have the resources to perform activities such as the following:periodically monitor and visit each protected property;maintain SMD Fee Simple owned property infrastructure;preserve natural and cultural resources through adaptive management;address safety risks and reduce liability;respond to landowner inquiries on SMD Conservation Easement lands;maintain relations with neighbors of SMD Fee Simple owned properties, and participate in landowner collaborations such as road associations;maintain relations with landowners of SMD Conservation Easement lands;respond to requests for approval of permitted activities on SMD Conservation Easement lands;respond to requests to amend a Conservation Easement;respond to Conservation Easement violations to address problems and avoid litigation;conduct habitat restoration and climate resiliency work on Fee Simple owned lands;conduct fire abatement activities on SMD Fee Simple lands; numerous other stewardship activities such as managing conservation grazing programs and other outside services on SMD conserved lands; respond to natural disasters such as floods and fires;pay applicable taxes and fees associated with the property or property interest ownership; andany other stewardship matters and costs that come up for SMDs conserved lands and properties under its care.

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

Unrealized gain on charitable remainder $8551 direct fundraising expense $118187

Part XII, Line 2D: Other expenses and losses per audited F/S

Direct fundraising expense $118187

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IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Dir.
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IRS990/Form990PartVIISectionAGrp/TitleTxt2LAND CONSERV. DIR.
IRS990/Form990PartVIISectionAGrp/TitleTxt3LAND PROG. DIR.
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11vp/secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20Director
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$29.4$2.04$27.3$6.03$3.95$2.07
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.5$2.16$25.3$6.04$3.51$2.53
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.2$1.65$22.6$3.36$3.45$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.1$0.34$22.8$3.48$4.03$0.55
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.8$0.37$23.5$3.75$3.40$0.36
2020Detailed filing. Detailed filing data is available for this year.$22.5$0.60$21.9$4.43$2.73$1.70
2019Summary only. Only limited summary data is available for this year.$20.7$0.71$20.0$0.44$0.77$0.34
2018Summary only. Only limited summary data is available for this year.$20.9$0.62$20.3$2.30$2.43$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.0$0.57$20.4$4.07$3.28$0.79
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.4$0.61$18.8$3.61$2.47$1.13
2015Detailed filing. Detailed filing data is available for this year.$19.5$1.88$17.6$2.75$3.23$0.48
2014Detailed filing. Detailed filing data is available for this year.$20.0$2.51$17.4$3.26$2.20$1.06
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.1$2.79$16.3$7.34$10.5$3.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.2$7.35$10.8$2.30
2011Summary only. Only limited summary data is available for this year.$15.8$4.85$11.0$2.45$3.93$1.47