Save Mount Diablo

Tax-deductible

Walnut Creek, CA501(c)(3)Since 1980Recreation & SportsEIN 94-2681735Revenue $6.0M in FY2025

On file with the IRSsavemountdiablo.org201 N Civic Drive, 94596-3864 · Walnut Creek, CATax-exempt since Oct 1980Publicly supported charity — 170(b)(1)(A)(vi)

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501(c)(3) charity; gifts are tax-deductible.
64¢ of each $1 spent went to programs.
Run by 374 volunteers and 22 employees.
Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $1.3M a year · 28% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
64%
of spending
Worth a look: 64% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$696K
to officers and key staff · 18% of spending
Top officer’s pay higher than 82% of similar orgs
Fine: pay to officers and key staff is 18% of spending; 15% to 20%.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 1.9 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
21
named funders · $657K
Looks good: 21 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$2.0M
7% of total assets
Looks good: liabilities are 7% of assets; 50% or less.
Pt X · Ln 26
Independent board members
17
of 17 voting members
Looks good: 17 of 17 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$6.0M
-0.2% vs prior year
Spent
$4.0M
To programs
64%
Net assets
$27.3M
By yearFY2020–FY2025
Revenue
$6.0M
FY2025-0.2%
Tap a bar for its year
Revenue by fiscal year
FY2020$4.4M
FY2021$3.8M
FY2023$3.4M
FY2024$6.0M
FY2025$6.0M
Expenses
$4.0M
FY2025▲ +13%
Tap a bar for its year
Expenses by fiscal year
FY2020$2.7M
FY2021$3.4M
FY2023$3.5M
FY2024$3.5M
FY2025$4.0M
Net assets
$27.3M
FY2025▲ +8%
Tap a bar for its year
Net assets by fiscal year
FY2020$21.9M
FY2021$23.5M
FY2023$22.6M
FY2024$25.3M
FY2025$27.3M

From the FY2025 Form 990 (year ending March 2025) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Oct 1980.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

64 cents of each dollar spent went to programs.

Program services 64% · $2.5M Management & general 18% · $715K Fundraising 18% · $711K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

23 people listed on the 990; $696K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Executive Director
$195,950Pt VII · Sec A
Land Conservation Director
$141,852Pt VII · Sec A
Finance & Administrative Director
$125,761Pt VII · Sec A
Land Programs Director
$118,331Pt VII · Sec A
Development Director
$114,531Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Edward Sortwell Clement JR’s $196K as Executive Director is at the 82nd percentile of top reported officer pay among 1842 $1–10M recreation & sports nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2021FY2020
Edward Sortwell Clement JR$195,950$183,440$173,564$166,159$151,131
Seth Adams$141,852$135,504$128,207$116,199$106,355
Monica Oei$125,761—$115,334$107,668—
Monice Oei—$120,345———
Sean Burke$118,331$112,080$106,470——
Marcia Slackman————$117,296
Meredith Hendricks————$114,545
Karen Ferriere$114,531$108,075$102,375——

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Save Mount Diablo executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Connects communities to nature through educational outings and service projects, fostering conservation and diversifying involvement.

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Provided by the organization

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3 programs · $2.5M · in their own filed words · FY2024
01

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.

$1.0Mprogram expense
02

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…

$869Kprogram expense
03

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.

$638Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 21 funders →
Grants paid · 21 grants · $276K · 2019–2024
Digital Story Company LLCFY2024$16,600
Nbc Universal Media LLCFY2023$15,000
Unitemized GrantFY2023$11,597
Campaign to Protect San BenitoFY2023$10,000
Nbcuniversal Media LLCFY2022$12,000
Unitemized GrantFY2022$10,951
Unitemized GrantFY2020$15,000
Nbcuniversal Media LLCFY2020$10,000
Unitemized GrantFY2019$20,000
Unitemized GrantFY2019$20,000
Unitemized GrantFY2019$11,606
Unitemized GrantFY2019$5,000
Unitemized GrantFY2019$1,000
See all 21 grants →

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$6.0M
Ln 12
Gifts and grantsLn 1h$5.4M
Investment incomeLn 3$436K
Other incomeLn 4–11$157K
Money outPt IX
$4.0M
Ln 25
Programscol B$2.5M
Managementcol C$715K
Fundraisingcol D$711K
Owns and owesPt X
$27.3M
net assets · Ln 32
Cash and savingsLn 1–2$626K
Total assetsLn 16$29.4M
LiabilitiesLn 26$2.0M
PeoplePt VI, VII
23
listed · VII A
PaidVII A5
Voting boardVI 1a17
IndependentVI 1b17
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$5.4M
Government grantsLn 1e$850K
Noncash giftsLn 1g$3K
Fundraising eventsLn 1c$258K
Fees for servicesLn 2g$60K
Investment incomeLn 3$436K
Other incomeLn 4–11$157K
Gains on assetsLn 7$104K
Total revenueLn 12$6.0M
Assets in detailPt X, end of year
CashLn 1$305K
SavingsLn 2$321K
Cash and savings togetherLn 1–2$626K
InvestmentsLn 11–13$8.2M
Land, buildings, equipmentLn 10c$183K
Other assetsLn 15$19.9M
Total assetsLn 16$29.4M
LiabilitiesLn 26$2.0M
Net assetsLn 32$27.3M
OperationsPt I, VI
EmployeesI 522
VolunteersI 6374
Fiscal year endsHeaderMarch
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$468K$626K
InvestmentsLn 11–13$8.0M$8.2M
Land, buildings, equipmentLn 10c$228K$183K
Total assetsLn 16$27.5M$29.4M
LiabilitiesLn 26$2.2M$2.0M
Net assetsLn 32$25.3M$27.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$72K$72K
Grants to domestic individualsLn 2$5K$5K
Pay of current officers, directors and key staffLn 5$349K$85K$207K$57K
Other salaries and wagesLn 7$1.5M$929K$245K$333K
Pension plan contributionsLn 8$51K$28K$12K$11K
Other employee benefitsLn 9$156K$96K$26K$35K
Payroll taxesLn 10$138K$76K$33K$29K
Legal feesLn 11b$93K$91K$1K$1K
Accounting feesLn 11c$49K$49K
Professional fundraising feesLn 11e$24K$24K
Investment management feesLn 11f$10K$10K
Other fees for servicesLn 11g$181K$135K$11K$36K
Advertising and promotionLn 12$26K$17K$36$9K
Office expensesLn 13$105K$71K$3K$32K
Information technologyLn 14$198K$108K$25K$65K
OccupancyLn 16$212K$121K$44K$47K
TravelLn 17$69K$62K$2K$4K
Conferences, conventions and meetingsLn 19$19K$17K$723$1K
InterestLn 20$48K$36K$5K$7K
Depreciation, depletion and amortizationLn 22$206K$175K$27K$4K
InsuranceLn 23$78K$70K$4K$4K
Other expenses (24a–d)Ln 24$350K$330K$9K$10K
All other expensesLn 24e$6K$5K$689$942
Total functional expensesLn 25$4.0M$2.5M$715K$711K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $6.0M$4.0M$2.1M$27.3M 990 PDF
FY2024 $6.0M$3.5M$2.5M$25.3M 990 PDF
FY2023 $3.4M$3.5M−$87K$22.6M 990 PDF
FY2022 Not on file
FY2021 $3.8M$3.4M$357K$23.5M 990 PDF
FY2020 $4.4M$2.7M$1.7M$21.9M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2025 990 (6 parts)
Part I · Summary $6,026,768 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $5,660,882$5,374,021
I-9 Program service revenuePrior year $54,192$59,678
I-10 Investment incomePrior year $238,801$436,310
I-11 Other revenuePrior year $83,226$156,759
I-12 Total revenuePrior year $6,037,101$6,026,768
I-13 Grants and similar amounts paidPrior year $144,047$76,729
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $2,041,472$2,202,746
I-16a Professional fundraising feesPrior year $78,500$24,025
I-17 Other expensesPrior year $1,242,594$1,650,106
I-18 Total expensesPrior year $3,506,613$3,953,606
I-19 Revenue less expensesPrior year $2,530,488$2,073,162
Part VI · Governance 17 of 17 board members independent, 1 to look at
VI-1a Voting members of the governing body17
VI-1b Independent voting members17
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $6,026,768 across 11 lines filed
VIII-1c Fundraising events$258,490
VIII-1e Government grants$850,000
VIII-1f All other contributions, gifts and grants$4,265,531
VIII-1g Noncash contributions (included above)$3,061
VIII-1h Total contributions, gifts and grants$5,374,021
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $59,678$59,678
VIII-3 Investment incomeExcluded from tax $332,473$332,473
VIII-7 Net gain or loss on sales of assetsExcluded from tax $103,837$103,837
VIII-8 Net income from fundraising eventsExcluded from tax $95,052$95,052
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $61,707$61,707
VIII-12 Total revenueRelated to mission $59,678 · Unrelated business $0 · Excluded from tax $593,069$6,026,768
Part IX · Statement of functional expenses $3,953,606 across 23 lines filed
IX-1 Grants to domestic organizationsPrograms $71,775$71,775
IX-2 Grants to domestic individualsPrograms $4,954$4,954
IX-5 Pay of current officers, directors and key staffPrograms $85,323 · Management $207,201 · Fundraising $56,636$349,160
IX-7 Other salaries and wagesPrograms $929,297 · Management $244,938 · Fundraising $333,466$1,507,701
IX-8 Pension plan contributionsPrograms $28,324 · Management $12,191 · Fundraising $10,842$51,357
IX-9 Other employee benefitsPrograms $95,588 · Management $25,701 · Fundraising $34,892$156,181
IX-10 Payroll taxesPrograms $76,299 · Management $32,840 · Fundraising $29,208$138,347
IX-11b Legal feesPrograms $90,664 · Management $1,384 · Fundraising $1,279$93,327
IX-11c Accounting feesManagement $48,875$48,875
IX-11e Professional fundraising feesFundraising $24,025$24,025
IX-11f Investment management feesManagement $10,000$10,000
IX-11g Other fees for servicesPrograms $134,780 · Management $10,683 · Fundraising $35,640$181,103
IX-12 Advertising and promotionPrograms $16,968 · Management $36 · Fundraising $8,872$25,876
IX-13 Office expensesPrograms $70,552 · Management $2,564 · Fundraising $31,649$104,765
IX-14 Information technologyPrograms $108,096 · Management $24,510 · Fundraising $65,492$198,098
IX-16 OccupancyPrograms $120,906 · Management $44,165 · Fundraising $47,039$212,110
IX-17 TravelPrograms $62,212 · Management $2,103 · Fundraising $4,326$68,641
IX-19 Conferences, conventions and meetingsPrograms $16,936 · Management $723 · Fundraising $1,095$18,754
IX-20 InterestPrograms $35,761 · Management $5,330 · Fundraising $7,284$48,375
IX-22 Depreciation, depletion and amortizationPrograms $174,690 · Management $27,400 · Fundraising $3,915$206,005
IX-23 InsurancePrograms $69,838 · Management $4,413 · Fundraising $4,079$78,330
IX-24 Other expenses (24a–d)Programs $330,387 · Management $9,162 · Fundraising $10,047$349,596
IX-24e All other expensesPrograms $4,620 · Management $689 · Fundraising $942$6,251
IX-25 Total functional expensesPrograms $2,527,970 · Management $714,908 · Fundraising $710,728$3,953,606
Part X · Balance sheet $29,365,573 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $397,243$305,401
X-2 Savings and temporary cash investmentsStart of year $70,875$320,735
X-3 Pledges and grants receivableStart of year $187,200$413,190
X-9 Prepaid expenses and deferred chargesStart of year $51,565$53,702
X-10c Land, buildings and equipment, netStart of year $228,391$183,079
X-11 Publicly traded securitiesStart of year $8,003,577$8,172,928
X-15 Other assetsStart of year $18,567,452$19,916,538
X-16 Total assetsStart of year $27,506,303$29,365,573
X-17 Accounts payable and accrued expensesStart of year $314,903$316,620
X-19 Deferred revenueStart of year $25,426$33,495
X-25 Other liabilitiesStart of year $1,284,931$1,149,494
X-26 Total liabilitiesStart of year $2,162,760$2,037,109
X-27 Net assets without donor restrictionsStart of year $22,392,138$24,309,944
X-28 Net assets with donor restrictionsStart of year $2,951,405$3,018,520
X-32 Total net assets or fund balancesStart of year $25,343,543$27,328,464
X-33 Total liabilities and net assetsStart of year $27,506,303$29,365,573
Part XI · Reconciliation of net assets $27,328,464 net assets at year end
XI-1 Total revenue$6,026,768
XI-2 Total expenses$3,953,606
XI-3 Revenue less expenses$2,073,162
XI-4 Net assets at start of year$25,343,543
XI-5 Net unrealized gains (losses) on investments−$38,241
XI-9 Other changes in net assets−$50,000
XI-10 Net assets at end of year$27,328,464

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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