Civic Intelligence

Carmel-By-The Sea Public Library Foundation

990 • Fiscal year 2020 • EIN 77-0257681

Jul 01, 2019 to Jun 30, 2020 • Filed on Apr 16, 2021

Organization ProfileCARMELPUBLICLIBRARYFOUNDATION.ORG

View Organization Page

PO Box 2042Carmel, CA 93921

(831) 624-2811

Siviq Scores

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

Liabilities / Assets

11th percentile

0.00x

Higher debt load relative to assets than 11% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

10th percentile

0.01x

Higher debt load relative to revenue than 10% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

94th percentile

65%

Higher net margin than 94% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

56th percentile

$133,967

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 5.7% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

76th percentile

22%

Faster asset growth than 76% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

97th percentile

217%

Faster revenue growth than 97% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets11th percentile

Assets

Up

$9,885,183

Up $1,800,940 (+22%) from 2019

Net Assets

Up

$9,873,404

Up $1,819,112 (+23%) from 2019

Liabilities

Down

$11,779

Down $18,172 (-61%) from 2019

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin94th percentile

Revenue

Up

$2,344,161

Up $1,603,874 (+217%) from 2019

Expenses

Up

$821,333

Up $131,214 (+19%) from 2019

Net Income

Up

$1,522,828

Up $1,472,660 (+2935%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$30M$20M$10M$0Assets 2011: $5,035,360Liabilities 2011: $6,198Net Assets 2011: $5,029,1622011Assets 2012: $5,057,031Liabilities 2012: $14,005Net Assets 2012: $5,043,0262012Assets 2013: $5,402,304Liabilities 2013: $3,190Net Assets 2013: $5,399,1142013Assets 2014: $5,888,673Liabilities 2014: $3,191Net Assets 2014: $5,885,4822014Assets 2015: $6,359,711Liabilities 2015: $13,095Net Assets 2015: $6,346,6162015Assets 2016: $6,602,542Liabilities 2016: $2,678Net Assets 2016: $6,599,8642016Assets 2017: $7,110,244Liabilities 2017: $0Net Assets 2017: $7,110,2442017Assets 2018: $8,008,446Liabilities 2018: $4,513Net Assets 2018: $8,003,9332018Assets 2019: $8,084,243Liabilities 2019: $29,951Net Assets 2019: $8,054,2922019Assets 2020: $9,885,183Liabilities 2020: $11,779Net Assets 2020: $9,873,4042020Assets 2021: $12,062,580Liabilities 2021: $16,799Net Assets 2021: $12,045,7812021Assets 2022: $11,330,278Liabilities 2022: $21,849Net Assets 2022: $11,308,4292022Assets 2023: $11,917,628Liabilities 2023: $35,105Net Assets 2023: $11,882,5232023Assets 2025: $21,931,542Liabilities 2025: $19,090Net Assets 2025: $21,912,4522025

Highlighted filing

2020

Assets$9,885,183
Liabilities$11,779
Net Assets$9,873,404
Open 2020 Filing

Operations Trend

Revenue Growth97th percentile

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

$10M$5.0M$0-$5.0MExpenses 2011: $602,0142011Expenses 2012: $608,1862012Expenses 2013: $571,5042013Revenue 2014: $725,568Expenses 2014: $566,419Net Income 2014: $159,1492014Revenue 2015: $1,301,120Expenses 2015: $578,327Net Income 2015: $722,7932015Revenue 2016: $1,065,215Expenses 2016: $596,742Net Income 2016: $468,4732016Revenue 2017: $835,339Expenses 2017: $580,990Net Income 2017: $254,3492017Revenue 2018: $1,828,057Expenses 2018: $580,040Net Income 2018: $1,248,0172018Revenue 2019: $740,287Expenses 2019: $690,119Net Income 2019: $50,1682019Revenue 2020: $2,344,161Expenses 2020: $821,333Net Income 2020: $1,522,8282020Revenue 2021: $867,431Expenses 2021: $652,897Net Income 2021: $214,5342021Revenue 2022: $2,778,911Expenses 2022: $660,436Net Income 2022: $2,118,4752022Revenue 2023: $636,140Expenses 2023: $759,903Net Income 2023: -$123,7632023Revenue 2025: $8,607,390Expenses 2025: $1,185,418Net Income 2025: $7,421,9722025

Highlighted filing

2020

Revenue$2,344,161
Expenses$821,333
Net Income$1,522,828
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Apr 16, 2021
Return Version
2019v5.0
Gross Receipts
$2,955,730
Mission and Program Overview

Mission

To provide financial support for the public library ofcarmel-by-the-sea, harrison memorial library.

To provide financial support for the public library of carmel-by-the-sea, harrison memorial library.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,694,434$7,400,138▼ $294,296
Pledges and Grants Receivable$1,000$2,008,524▲ $2,007,524
Savings and Temporary Cash Investments$116,108$206,044▲ $89,936
Cash and Non-Interest-Bearing Accounts$70,827$110,361▲ $39,534
Accounts Receivable$33,621$0▼ $33,621
Land, Buildings, and Equipment, Net$3,513$2,680▼ $833
Prepaid Expenses and Deferred Charges$2,491$2,404▼ $87
Receivables From Officers Etc$683$0▼ $683
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$8,084,243$9,885,183▲ $1,800,940
Other Assets Total$161,566$155,032▼ $6,534
Liabilities
Accounts Payable and Accrued Expenses$29,951$11,779▼ $18,172
Total Liabilities$29,951$11,779▼ $18,172
Net Assets / Fund Balance
Net Assets With Donor Restrictions$3,966,218$5,686,262▲ $1,720,044
Net Assets Without Donor Restrictions$4,088,074$4,187,142▲ $99,068
Total Net Assets Fund Balance$8,054,292$9,873,404▲ $1,819,112
Total Liabilities and Net Assets / Fund Balance$8,084,243$9,885,183▲ $1,800,940

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$133$28,295$28,428
Other Land Buildings$1,018$8,420$9,438
Leasehold Improvements$1,529$3,752$5,281

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$5,000,471$11,996▲ $153,640$328,351$4,820,604
2019$5,004,699$22,290▲ $94,662$104,454$5,000,471
2018$4,663,446$79,110▲ $514,889$236,084$5,004,699
2017$4,505,006$158,440--$4,663,446
2016$4,173,641$480,000▼ $38,802$109,833$4,505,006
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alexandra FallonExecutive DirectorFT$115,995$17,972$133,967

Board Members and Trustees

NameTitle
Cynthia MccoyPresident
Pamela NeimanVice President
Andrew DrummondDirector
Becky JacksonDirector
Martha Drexler LynnDirector
Rebecca Wolf ArnoldDirector
Seaberry NachbarDirector
Shanna Harper-finebergDirector
Stephen PearsonDirector
Susan GalvinDirector
Zach BrooksherDirector
Letitia a BennettDirector at Large
Marci MeauxSecretary
Carmine LepianeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,306,514
Program Service Revenue
$5,255
Investment Income
$46,847
Other Revenue
$-14,455
All Other Contributions
$2,236,261
Change in Net Assets
$1,522,828

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Real Estate Residential1$1,832,654Sale Price
Total Noncash Contributions1$1,832,654-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,344,161
Revenue Not Reported on Form 990
$276,067
Total Revenue per Audited Statements
$2,620,228
Total Revenue per Form 990
$2,344,161
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$511,494
Salaries, Compensation, and Employee Benefits$165,445
Other Expenses$144,394
Total Fundraising Expense$92,661
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$511,494--$511,494
Current Officers, Directors, Trustees, and Key Employees$27,636$61,118$43,097$131,851
Fees for Service Investment Mgmnt Fees-$34,672-$34,672
Advertising$3,019$6,677$18,719$28,415
Fees for Services Accounting-$20,925-$20,925
Other Salaries and Wages$4,125$9,122$6,434$19,681
Fees for Services Other$3,053$6,753$4,762$14,568
Payroll Taxes$2,476$5,476$3,861$11,813
Office Expenses$2,131$4,714$3,324$10,169
Other Expenses$2,343$5,182$7,851$7,851
Pension Plan Contributions$440$973$687$2,100
Depreciation Depletion$175$386$272$833
Total Functional Expenses$572,674$155,998$92,661$821,333

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$821,333
Total Expenses per Form 990$821,333
Total Expenses per Audited Statements$801,116
Expenses Not Reported on Form 990$-20,217
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Harrison Memorial LibraryCarmel, CA-Fund Library Services & Cap. Impro$511,494
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$14,455
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Event$68,252-$4,405-
Total Events$68,252-$14,405$-14,405
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$683$0▼ $683
Receivables from Disqualified Persons-$0-
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
No
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 11B: Form 990 Review Process

“The 990 is reviewed by the executive director and finance committee.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Annual review of officers, directors, trustees as needed.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The executive committee compares executive director compensation with similar organizations locally and nationally; salary increases are based on compensation and performance. The executive committee evaluates the executive director's performance and makes recommendations to the board of directors for approval, annually, within budgetary parameters.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The organization's founding documents and tax return are avaialble upon written request.”

Filing and Contact Details

Filer

Filer Name
Carmel By-the-sea Public Library
EIN
77-0257681
Phone
8316242811
Address
PO BOX 2042, CARMEL, CA 93921

Signing Officer

Name
Pamela Neiman
Title
Vice President
Signed
2021-04-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alexandra Fallon
Formed
1990
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
2
Volunteers
17

Preparer

Firm
HAYASHI WAYLAND Accounting & Consulting
Address
26515 Carmel Rancho Blvd STE 100, Carmel, CA 93923
Preparer
Autumn Rossi CPA
Phone
8316245333
Supplemental Narrative

Financial Statement Notes

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

“Endowment funds are to be used to support the operations of the harrison memorial library, located in carmel-by-the-sea, ca.”

Part X : FIN48 Footnote

“The Foundation is exempt from Federal Income Taxes under Section 501(c)(3) of the Internal Revenue Code and from state franchise tax under California Revenue and Taxation Code Section 23701(d) but is subject to taxes on unrelated business income when earned. Management has considered the Foundation's tax positions and believes that all of the positions taken in federal and state tax returns are more likely than not to be sustained upon examination. The Foundation's returns are subject to income tax examinations by the federal and state tax authorities, generally for three years and four years, respectively, after they are filed.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3President
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt13Dir. at Large
IRS990/Form990PartVIISectionAGrp/TitleTxt14Vice President
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IRS990/OtherExpensesGrp/Desc1BOARD AND GENERAL EXPENSES
IRS990/OtherExpensesGrp/Desc2CULTIVATION EVENTS
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IRS990/OtherExpensesGrp/FundraisingAmt17851
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05182
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IRS990/OtherExpensesGrp/TotalAmt111179
IRS990/OtherExpensesGrp/TotalAmt27851
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IRS990/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990/PensionPlanContributionsGrp/FundraisingAmt0687
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IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt0961
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IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt08262
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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,885,183
Liabilities
$11,779
Net assets
$9,873,404
Revenue
$2,344,161
Expenses
$821,333
Net income
$1,522,828
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.9$0.02$21.9$8.61$1.19$7.42
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.9$0.04$11.9$0.64$0.76$0.12
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.3$0.02$11.3$2.78$0.66$2.12
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.1$0.02$12.0$0.87$0.65$0.21
2020Detailed filing. Detailed filing data is available for this year.$9.89$0.01$9.87$2.34$0.82$1.52
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.08$0.03$8.05$0.74$0.69$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.01$0.00$8.00$1.83$0.58$1.25
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.11$0.00$7.11$0.84$0.58$0.25
2016Detailed filing. Detailed filing data is available for this year.$6.60$0.00$6.60$1.07$0.60$0.47
2015Detailed filing. Detailed filing data is available for this year.$6.36$0.01$6.35$1.30$0.58$0.72
2014Detailed filing. Detailed filing data is available for this year.$5.89$0.00$5.89$0.73$0.57$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.40$0.00$5.40$0.57
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.06$0.01$5.04$0.61
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.04$0.01$5.03$0.60