SAVE MOUNT DIABLO (EIN 942681735) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1980

Legal Domicile

Principal Officer

EDWARD SORTWELL CLEMENT

Phone

9259473535

Tax Period

2024-04-01 to 2025-03-31

SAVE MOUNT DIABLO, founded in 1980, is a community nonprofit in the Recreation & Sports sector that reported $6.0M in total revenue in fiscal year 2024. The organization ran a surplus of $2.1M, a strong 34% operating margin.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $5,374,021

Program Service Revenue $59,678

Investment Income $436,310

Other Revenue $156,759

TOTAL REVENUE $6,026,768

Expense Breakdown

Grants Paid $76,729

Salaries & Benefits $2,202,746

Fundraising Expenses $710,728

Program Expenses $2,527,970

Other Expenses $1,650,106

TOTAL EXPENSES $3,953,606

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,026,768	$6,037,101	0.0%
Expenses	$3,953,606	$3,506,613	+0.1%
Net Income	$2,073,162	$2,530,488	-0.2%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

685

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$349,160

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIM FELTON	PRESIDENT	4.00	Officer Director	$0	$0	$0
GISELLE JURKANIN	VICE PRESIDENT / SECRETARY	4.00	Officer Director	$0	$0	$0
BURT BASSLER	TREASURER (THROUGH 3/2025)	4.00	Officer Director	$0	$0	$0
DOUG MATTHEW	TREASURER (START 3/2025)	4.00	Officer Director	$0	$0	$0
KEITH ALLEY	DIRECTOR	2.00	Director	$0	$0	$0
STEVE BALLING	DIRECTOR	2.00	Director	$0	$0	$0
JOHN GALLAGHER	DIRECTOR	2.00	Director	$0	$0	$0
LIZ HARVEY ROBERTS	DIRECTOR	2.00	Director	$0	$0	$0
CLAUDIA HEIN	DIRECTOR	2.00	Director	$0	$0	$0
SCOTT HEIN	DIRECTOR	2.00	Director	$0	$0	$0
SHIRLEY LANGLOIS	DIRECTOR	2.00	Director	$0	$0	$0
BOB MARX	DIRECTOR	2.00	Director	$0	$0	$0
AMARA MORRISON	DIRECTOR	2.00	Director	$0	$0	$0
PHIL O'LOANE	DIRECTOR	2.00	Director	$0	$0	$0
ROBERT PHELPS	DIRECTOR	2.00	Director	$0	$0	$0
MALCOLM SPROUL	DIRECTOR	2.00	Director	$0	$0	$0
JEFF STONE	DIRECTOR	2.00	Director	$0	$0	$0
ACHILLEUS TIU	DIRECTOR	2.00	Director	$0	$0	$0
EDWARD SORTWELL CLEMENT JR	EXECUTIVE DIRECTOR	40.00	Officer	$195,950	$13,874	$209,824
MONICA OEI	FINANCE & ADMINISTRATIVE DIRECTOR	40.00	Officer	$125,761	$13,575	$139,336
SETH ADAMS	LAND CONSERVATION DIRECTOR	40.00	Highest	$141,852	$25,267	$167,119
SEAN BURKE	LAND PROGRAMS DIRECTOR	40.00	Highest	$118,331	$8,609	$126,940
KAREN FERRIERE	DEVELOPMENT DIRECTOR	40.00	Highest	$114,531	$6,565	$121,096

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$6,026,768	$3,953,606	$29,365,573	$2,073,162
2024	$6,037,101	$3,506,613	$27,506,303	$2,530,488
2023	$3,364,222	$3,451,522	$24,218,193	$-87,300
2022	$3,476,517	$4,026,398	$23,107,721	$-549,881
2021	$3,751,697	$3,395,073	$23,820,014	$356,624
2020	$4,429,624	$2,734,298	$22,522,201	$1,695,326

SAVE MOUNT DIABLO