Civic Intelligence

Community Foundation for Monterey County

990 • Fiscal year 2015 • EIN 94-1615897

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 17, 2016

Organization ProfileWWW.CFMCO.ORG

View Organization Page

2354 Garden RoadMonterey, CA 93940

(831) 375-9712

Siviq Scores

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

Liabilities / Assets

30th percentile

0.16x

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

2015 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2015

Liabilities / Revenue

77th percentile

1.29x

Higher debt load relative to revenue than 77% of similar nonprofits.

2015 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2015

Net Margin

92nd percentile

45%

Higher net margin than 92% of similar nonprofits.

2015 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2015

Top Officer Pay

20th percentile

$254,238

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2015 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2015

Asset Growth

49th percentile

1.4%

Faster asset growth than 49% of similar nonprofits.

2015 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2014 to 2015

Revenue Growth

92nd percentile

44%

Faster revenue growth than 92% of similar nonprofits.

2015 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$180,284,198

Up $2,415,983 (+1.4%) from 2014

Net Assets

Up

$150,578,654

Up $870,359 (+0.6%) from 2014

Liabilities

Up

$29,705,544

Up $1,545,624 (+5.5%) from 2014

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin92nd percentile

Revenue

Up

$22,947,634

Up $6,989,558 (+44%) from 2014

Expenses

Down

$12,732,215

Down $1,385,556 (-9.8%) from 2014

Net Income

Up

$10,215,419

Up $8,375,114 (+455%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$600M$400M$200M$0Assets 2010: $137,678,876Liabilities 2010: $19,949,703Net Assets 2010: $117,729,1732010Assets 2011: $135,453,399Liabilities 2011: $18,456,044Net Assets 2011: $116,997,3552011Assets 2012: $155,790,404Liabilities 2012: $21,496,959Net Assets 2012: $134,293,4452012Assets 2013: $173,143,482Liabilities 2013: $27,973,118Net Assets 2013: $145,170,3642013Assets 2014: $177,868,215Liabilities 2014: $28,159,920Net Assets 2014: $149,708,2952014Assets 2015: $180,284,198Liabilities 2015: $29,705,544Net Assets 2015: $150,578,6542015Assets 2016: $207,964,008Liabilities 2016: $40,835,680Net Assets 2016: $167,128,3282016Assets 2017: $266,126,373Liabilities 2017: $52,306,126Net Assets 2017: $213,820,2472017Assets 2018: $247,702,365Liabilities 2018: $49,331,107Net Assets 2018: $198,371,2582018Assets 2019: $291,001,254Liabilities 2019: $60,617,306Net Assets 2019: $230,383,9482019Assets 2020: $347,659,194Liabilities 2020: $75,730,082Net Assets 2020: $271,929,1122020Assets 2021: $385,630,163Liabilities 2021: $82,419,942Net Assets 2021: $303,210,2212021Assets 2022: $331,962,053Liabilities 2022: $75,022,976Net Assets 2022: $256,939,0772022Assets 2023: $380,129,927Liabilities 2023: $82,115,185Net Assets 2023: $298,014,7422023Assets 2024: $420,197,115Liabilities 2024: $87,287,420Net Assets 2024: $332,909,6952024

Highlighted filing

2015

Assets$180,284,198
Liabilities$29,705,544
Net Assets$150,578,654
Open 2015 Filing

Operations Trend

Revenue Growth92nd percentile

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

$150M$100M$50M$0Expenses 2010: $9,105,7552010Revenue 2011: $13,423,558Expenses 2011: $9,162,820Net Income 2011: $4,260,7382011Revenue 2012: $34,570,779Expenses 2012: $10,888,180Net Income 2012: $23,682,5992012Revenue 2013: $16,131,795Expenses 2013: $12,553,623Net Income 2013: $3,578,1722013Revenue 2014: $15,958,076Expenses 2014: $14,117,771Net Income 2014: $1,840,3052014Revenue 2015: $22,947,634Expenses 2015: $12,732,215Net Income 2015: $10,215,4192015Revenue 2016: $30,888,665Expenses 2016: $18,137,983Net Income 2016: $12,750,6822016Revenue 2017: $53,013,123Expenses 2017: $19,857,613Net Income 2017: $33,155,5102017Revenue 2018: $27,625,427Expenses 2018: $22,513,928Net Income 2018: $5,111,4992018Revenue 2019: $36,184,059Expenses 2019: $22,864,391Net Income 2019: $13,319,6682019Revenue 2020: $59,371,913Expenses 2020: $31,836,881Net Income 2020: $27,535,0322020Revenue 2021: $55,697,801Expenses 2021: $41,448,394Net Income 2021: $14,249,4072021Revenue 2022: $48,920,781Expenses 2022: $36,674,242Net Income 2022: $12,246,5392022Revenue 2023: $85,155,926Expenses 2023: $44,822,447Net Income 2023: $40,333,4792023Revenue 2024: $122,683,888Expenses 2024: $72,355,257Net Income 2024: $50,328,6312024

Highlighted filing

2015

Revenue$22,947,634
Expenses$12,732,215
Net Income$10,215,419
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 17, 2016
Return Version
2015v2.1
Gross Receipts
$43,765,594
Mission and Program Overview

Mission

To inspire philanthropy and be a catalyst for strengthening communities throughout monterey county.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$130,906,904$129,875,703▼ $1,031,201
Savings and Temporary Cash Investments$15,334,823$18,806,032▲ $3,471,209
Investments Other Securities$6,332,504$8,820,465▲ $2,487,961
Pledges and Grants Receivable$2,941,923$4,356,043▲ $1,414,120
Land, Buildings, and Equipment, Net$1,780,379$1,773,185▼ $7,194
Other Notes and Loans Receivable, Net$188,640$181,413▼ $7,227
Prepaid Expenses and Deferred Charges$29,565$34,090▲ $4,525
Total Assets$177,868,215$180,284,198▲ $2,415,983
Other Assets Total$20,353,477$16,437,267▼ $3,916,210
Liabilities
Other Liabilities$27,001,956$27,773,048▲ $771,092
Grants Payable$1,043,561$1,842,024▲ $798,463
Accounts Payable and Accrued Expenses$114,403$90,472▼ $23,931
Total Liabilities$28,159,920$29,705,544▲ $1,545,624
Net Assets / Fund Balance
Permanently Rstr Net Assets$99,825,877$106,179,761▲ $6,353,884
Unrestricted Net Assets$19,289,093$23,930,431▲ $4,641,338
Temporarily Rstr Net Assets$30,593,325$20,468,462▼ $10,124,863
Total Net Assets Fund Balance$149,708,295$150,578,654▲ $870,359
Total Liabilities and Net Assets / Fund Balance$177,868,215$180,284,198▲ $2,415,983

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$671,317$412,171$1,083,488
Land$461,627-$461,627
Leasehold Improvements$409,760-$409,760
Equipment$230,481-$230,481
Other Assets Org$255,003--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$120,031,660$7,191,568▼ $3,597,530-$117,179,184
2014$119,611,575$4,581,462▲ $4,078,511-$120,031,660
2013$106,358,801$956,478▲ $18,085,286-$119,611,575
2012$93,940,416$5,533,510▲ $12,522,004-$106,358,001
2011$97,185,880$3,956,446▼ $2,017,561-$93,940,416
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Daniel BaldwinPresident/CEOFT$230,000$24,238$254,238
Laurel Lee-alexanderVP - Grants & ProgramsFT$110,625$16,876$127,501

Board Members and Trustees

NameTitle
Rick KenniferChair, Board Member
Greg ChiltonVice Chair, Board Member
Alfred Diaz-infanteBoard Member
Anna Marie PonceBoard Member
Catherine Kobrinsky EvansBoard Member
Erica Padilla ChavezBoard Member
Gail Delorey CPABoard Member
Ida Lopez ChanBoard Member
Jimmy PanettaBoard Member
John PhillipsBoard Member
Ken WrightBoard Member
Kenneth B Petersen CfpBoard Member
Patricia HiramotoBoard Member
Raul RodriguezBoard Member
Stephen DartBoard Member
Tonya AntleBoard Member
Steve McgowanSecretary, Board Member
Tina Starkey LopezTreasurer, Board Member

Highest Paid Contractors

ContractorServicesLocationCompensation
VerusInvestment Consulting999 THIRD AVENUE SUITE 4200, Seattle, WA 98104$101,000
Revenue and Support

Revenue Composition

Contributions and Grants
$19,562,781
Program Service Revenue
$229,218
Investment Income
$3,047,777
Other Revenue
$107,858
All Other Contributions
$19,562,781
Change in Net Assets
$10,215,419

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
Securities Publicly Traded18$1,930,183Stock Exchange-date of D
Total Noncash Contributions18$1,930,183-

Audited Revenue Reconciliation

Revenue per Audited Statements
$21,135,203
Revenue Not Reported on Financial Statements
$1,812,431
Revenue Not Reported on Form 990
$-8,018,483
Other Revenue Adjustments
$1,812,431
Total Revenue per Audited Statements
$13,116,720
Total Revenue per Form 990
$22,947,634
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$9,710,595
Other Expenses$1,536,940
Salaries, Compensation, and Employee Benefits$1,484,680
Total Fundraising Expense$385,249
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$9,710,595--$9,710,595
Other Salaries and Wages$288,740$404,367$135,206$828,313
Current Officers, Directors, Trustees, and Key Employees$118,737$166,287$55,601$340,625
Office Expenses$80,401$89,687$63,171$233,259
Other Employee Benefits$52,383$73,361$24,529$150,273
Fees for Service Investment Mgmnt Fees-$141,659-$141,659
Occupancy$51,498$57,544$11,361$120,403
Payroll Taxes$34,049$47,684$15,944$97,677
Depreciation Depletion$34,582$38,641$7,629$80,852
Pension Plan Contributions$23,631$33,095$11,066$67,792
All Other Expenses$23,357$26,096$5,153$54,606
Fees for Services Other-$27,678$21,581$49,259
Other Expenses$33,121$47,540$7,306$47,540
Fees for Services Accounting$19,901$22,238$4,390$46,529
Conferences and Meetings$13,266$14,826$2,926$31,018
Advertising$12,762$14,261$2,815$29,838
Travel$5,778$6,458$1,275$13,511
Insurance$1,715$1,917$378$4,010
Fees for Services Legal-$3,269-$3,269
Total Functional Expenses$11,017,783$1,329,183$385,249$12,732,215

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$12,732,215
Expenses per Audited Statements$12,316,310
Total Expenses per Audited Statements$12,246,361
Expenses Not Reported on Financial Statements$415,905
Other Expense Adjustments$415,905
Expenses Not Reported on Form 990$-69,949
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Food Bank for Monterey CountySalinas, CA501(c)(3)General Support$389,322
Monterey Museum of ArtMonterey, CA501(c)(3)General Support$222,875
ChispaSalinas, CA501(c)(3)General Support$186,180
Rancho CieloSalinas, CA501(c)(3)General Support$178,893
Monterey Peninsula College FoundationMonterey, CA501(c)(3)General Support$163,443
Veterans Transition Center of Monterey CountyMarina, CA501(c)(3)General Support$155,500
Spca of Monterey CountyMonterey, CA501(c)(3)General Support$123,886
Arts Council for Monterey CountyCarmel, CA501(c)(3)General Support$120,516
Salvation Army - Monterey Peninsula CorpsSeaside, CA501(c)(3)General Support$119,819
Housing Resource CenterSalinas, CA501(c)(3)General Support$114,661
Kinship CenterSalinas, CA501(c)(3)General Support$108,770
Salinas Valley Memorial Hospital FoundationSalinas, CA501(c)(3)General Support$108,370
Carmel Bach FestivalCarmel, CA501(c)(3)General Support$104,243
Boys & Girls Clubs of Monterey CountySeaside, CA501(c)(3)General Support$104,014
Central Coast Veterans Cemetery FoundationMarina, CA501(c)(13)General Support$100,000
Oregon Shakespeare FestivalAshland, OR501(c)(3)General Support$100,000
Peace of Mind Dog RescuePacific Grove, CA501(c)(3)General Support$95,218
Monterey Bay Aquarium FoundationMonterey, CA501(c)(3)General Support$92,250
Community Homeless SolutionsMarina, CA501(c)(3)General Support$90,284
Ywca Monterey CountySalinas, CA501(c)(3)General Support$84,226
Meals on Wheels of the Monterey PeninsulaPacific Grove, CA501(c)(3)General Support$81,517
Monterey SymphonyMonterey, CA501(c)(3)General Support$80,468
El Camino Real Futbol LeagueSalinas, CA501(c)(3)General Support$79,500
Casa Monterey County Dba Voices for ChildrenSalinas, CA501(c)(3)General Support$77,382
Community Hospital FoundationMonterey, CA501(c)(3)General Support$76,000
Ventana Wilderness AllianceSanta Cruz, CA501(c)(3)General Support$74,776
Restorative Justice PartnersMarina, CA501(c)(3)General Support$73,014
Pacific Repertory TheatreCarmel, CA501(c)(3)General Support$72,486
Landwatch Monterey CountySalinas, CA501(c)(3)General Support$71,571
Gil Basketball AcademySalinas, CA501(c)(3)General Support$70,300
Big Sur Land TrustMonterey, CA501(c)(3)General Support$70,141
Elkhorn Slough FoundationMoss Landing, CA501(c)(3)General Support$70,088
El Sistema USA SalinasSalinas, CA501(c)(3)General Support$69,688
United Way Monterey CountyMonterey, CA501(c)(3)General Support$69,511
Partners for PeaceSalinas, CA501(c)(3)General Support$68,408
Palma SchoolSalinas, CA501(c)(3)General Support$65,063
Hartnell College FoundationSalinas, CA501(c)(3)General Support$61,168
Planned Parenthood Mar Monte - Monterey CountySalinas, CA501(c)(3)General Support$60,728
Csu HumboldtArcata, CAGovGeneral Support$60,000
Old Monterey FoundationMonterey, CA501(c)(3)General Support$59,000
Girls Inc of the Central CoastSalinas, CA501(c)(3)General Support$58,000
Action Council of Monterey CountySalinas, CA501(c)(3)General Support$57,000
Care USA - San Francisco RegionSan Francisco, CA501(c)(3)Unrestricted Support$56,986
Child Family Health InternationalSan Francisco, CA501(c)(3)General Support$56,986
Humane Society of the United StatesGaithersburg, MD501(c)(3)General Support$56,986
Lifewater InternationalSan Luis Obispo, CA501(c)(3)Water Wells in Developing Countries$56,986
Cancer Patients AlliancePacific Grove, CA501(c)(3)MONTEREY COUNTY GIVES! CAMPAIGN$56,461
Sacajawea Elementary SchoolSeattle, WA501(c)(3)General Support$56,000
City of SalinasSalinas, CAGovGeneral Support$55,300
Gathering for Women-montereyMonterey, CA501(c)(3)General Support$55,000
Access Support NetworkSan Luis Obispo, CA501(c)(3)Marketing and Community Engagement Efforts$50,000
California Department of Parks & Recreation - Monterey DistrictMonterey, CAGovGeneral Support$50,000
Franciscan Workers of Junipero SerraSalinas, CA501(c)(3)General Support$50,000
United Farm Workers FoundationKeene, CA501(c)(3)General Support$50,000
Youth Music MontereyMonterey, CA501(c)(3)General Support$49,965
Big Sur Health CenterBig Sur, CA501(c)(3)General Support$49,320
Natividad Medical FoundationSalinas, CA501(c)(3)General Support$49,202
Sacred Heart Catholic ChurchSalinas, CA501(c)(3)General Support$48,877
ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATIONMonterey, CA501(c)(3)General Support$47,498
Notre Dame High SchoolSalinas, CA501(c)(3)General Support$46,209
Sunset Cultural CenterCarmel, CA501(c)(3)General Support$45,739
Catholic Charities of the Diocese of MontereySeaside, CA501(c)(3)General Support$45,665
Community Partnership for YouthMonterey, CA501(c)(3)General Support$45,203
Monterey County Rape Crisis CenterMonterey, CA501(c)(3)General Support$44,414
Foundation for Monterey County Free LibrariesSalinas, CA501(c)(3)General Support$43,267
Ventana Wildlife SocietySalinas, CA501(c)(3)General Support$43,082
Madonna Del Sasso ChurchSalinas, CA501(c)(3)General Support$42,361
Life Is for Everyone IncSalinas, CA501(c)(3)General Support$41,300
Sacred Heart SchoolSalinas, CA501(c)(3)General Support$40,602
Del Monte Forest ConservancyPebble Beach, CA501(c)(3)General Support$40,000
National Disaster Search Dog FoundationSanta Paula, CA501(c)(3)General Support$40,000
Chartwell SchoolSeaside, CA501(c)(3)General Support$39,889
Animal Friends Rescue ProjectPacific Grove, CA501(c)(3)General Support$38,833
Youth Arts Collective (yac)Monterey, CA501(c)(3)General Support$38,435
Monterey Bay Charter SchoolPacific Grove, CA501(c)(3)General Support$38,434
Sol TreasuresKing City, CA501(c)(3)General Support$38,394
Monterey Jazz FestivalMonterey, CA501(c)(3)General Support$37,000
Meals on Wheels of the Salinas ValleySalinas, CA501(c)(3)General Support$36,804
American Red Cross of the Central CoastCarmel, CA501(c)(3)General Support$36,058
Agriculture and Land-based Training Association (alba)Salinas, CA501(c)(3)Farmer Education and Enterprise Development (feed) Program$36,000
Hospice Giving FoundationMonterey, CA501(c)(3)General Support$35,860
Central Coast YmcaSalinas, CA501(c)(3)General Support$35,000
Point Lobos FoundationCarmel, CA501(c)(3)General Support$34,705
SpectordanceMarina, CA501(c)(3)General Support$33,431
Big Sur River Run IncBig Sur, CA501(c)(3)General Support$33,304
University of California Berkeley -- Financial Aid OfficeBerkeley, CAGovGeneral Support$33,000
Community Human ServicesMonterey, CA501(c)(3)General Support$32,790
California FarmlinkSanta Cruz, CA501(c)(3)General Support$31,500
Boy Scouts of America - Silicon Valley Monterey Bay CouncilSan Jose, CA501(c)(3)General Support$30,757
Alliance on AgingSalinas, CA501(c)(3)General Support$30,500
Compassion Pregnancy CenterMonterey, CA501(c)(3)General Support$30,000
Cypress Community ChurchSalinas, CA501(c)(3)General Support$30,000
National Steinbeck CenterSalinas, CA501(c)(3)General Support$30,000
Outreach UnlimitedMarina, CA501(c)(3)General Support$30,000
MearthCarmel, CA501(c)(3)General Support$29,722
Environmental Justice Coalition for Water (ejcw)Sacramento, CA501(c)(3)General Support$29,500
Monterey Peninsula CollegeMonterey, CAGovGeneral Support$29,300
Alisal Center for the Fine ArtsSalinas, CA501(c)(3)General Support$27,208
Carmel Music SocietyCarmel, CA501(c)(3)General Support$26,938
GIRL SCOUTS OF CALIFORNIA'S CENTRAL COAST (GSCCC)Castroville, CA501(c)(3)General Support$26,110
Harmony at HomeCarmel, CA501(c)(3)General Support$26,000
Pass the Word MinistryMonterey, CA501(c)(3)General Support$26,000
Opportunity Fund Northern CaliforniaSan Jose, CA501(c)(3)General Support$25,325
Independent Transportation NetworkSeaside, CA501(c)(3)General Support$25,318
California Maritime Academy FoundationVallejo, CA501(c)(3)General Support$25,000
California State Parks FoundationSan Francisco, CA501(c)(3)General Support$25,000
Central Coast Center for Independent LivingSalinas, CA501(c)(3)General Support$25,000
Health Projects CenterSanta Cruz, CA501(c)(3)General Support$25,000
Hopkins Marine StationPacific Grove, CA501(c)(3)General Support$25,000
Monterey County Agricultural & Rural Life MuseumKing City, CA501(c)(3)General Support$25,000
Monterey County Health DepartmentSalinas, CAGovGeneral Support$25,000
Salud Para La GenteWatsonville, CA501(c)(3)General Support$25,000
Seniors CouncilAptos, CA501(c)(3)General Support$25,000
The Offset Project IncMonterey, CA501(c)(3)General Support$24,212
Camerata SingersSalinas, CA501(c)(3)General Support$23,709
Save Our ShoresSanta Cruz, CA501(c)(3)General Support$23,100
El Pajaro Community Development CorporationWatsonville, CA501(c)(3)General Support$23,000
Turning Point of Central CaliforniaSalinas, CA501(c)(3)General Support$23,000
Center for Community AdvocacySalinas, CA501(c)(3)General Support$22,500
Orchestra in the SchoolsMonterey, CA501(c)(3)General Support$22,368
Csumb Panetta Institute for Public PolicySeaside, CA501(c)(3)General Support$22,000
Interim IncMonterey, CA501(c)(3)General Support$21,835
Blind & Visually Impaired Center of Monterey CountyPacific Grove, CA501(c)(3)General Support$21,545
City of GreenfieldGreenfield, CAGovGeneral Support$21,000
City of MontereyMonterey, CAGovGeneral Support$20,580
Read to Me ProjectCarmel Valley, CA501(c)(3)General Support$20,500
Carmel FoundationCarmel, CA501(c)(3)General Support$20,409
Monterey History & Art AssociationMonterey, CA501(c)(3)General Support$20,329
Junior Achievement of Northern CaliforniaSan Jose, CA501(c)(3)General Support$20,000
Saint James Episcopal ChurchMonterey, CA501(c)(3)General Support$20,000
The Parenting Connection of Monterey CountyMarina, CA501(c)(3)General Support$20,000
Diocese of MontereyMonterey, CA501(c)(3)General Support$19,549
American Heart AssociationSanta Barbara, CA501(c)(3)General Support$19,000
Carmel-by-the Sea Public Library FoundationCarmel, CA501(c)(3)General Support$19,000
FIRST MAYOR'S HOUSE OF SALINAS CITY CO JON KINAPP HAYASHI WAYLANDSalinas, CA501(c)(3)General Support$18,215
Big Sur International MarathonCarmel, CA501(c)(3)General Support$18,000
Carmel Mission FoundationCarmel, CA501(c)(3)General Support$18,000
Raising a ReaderRedwood City, CA501(c)(3)General Support$17,500
Brunswick Youth SportsBrunswick, OH501(c)(3)General Support$17,400
Arts Council Santa Cruz CountySanta Cruz, CA501(c)(3)General Support$17,000
Csu FresnoFresno, CAGovGeneral Support$17,000
Csu Monterey BaySeaside, CAGovGeneral Support$17,000
Mpc Theatre TrustMonterey, CA501(c)(3)General Support$17,000
Carl Cherry Center for the ArtsCarmel, CA501(c)(3)MONTEREY COUNTY GIVES! CAMPAIGN$16,704
Carmel Ideas FoundationCarmel, CA501(c)(3)General Support$16,000
Csumb FoundationSeaside, CA501(c)(3)General Support$16,000
Smuin BalletSan Francisco, CA501(c)(3)General Support$15,500
Family Service Agency of the Central CoastSanta Cruz, CA501(c)(3)General Support$15,000
Our Lady of Refuge ChurchCastroville, CA501(c)(3)General Support$15,000
Special Kids CrusadeMonterey, CA501(c)(3)General Support$15,000
University of NevadaReno, NVGovGeneral Support$15,000
Village Project IncSeaside, CA501(c)(3)General Support$15,000
Ywca of WatsonvilleWatsonville, CA501(c)(3)General Support$15,000
Monterey Peace and Justice CenterSeaside, CA501(c)(3)General Support$14,797
Pacific Grove Museum of Natural HistoryPacific Grove, CA501(c)(3)General Support$13,504
Oglala Lakota CollegeKyle, SD501(c)(3)General Support$13,416
Old Capital ClubMonterey, CA501(c)(3)General Support$13,349
Ag Against HungerSalinas, CA501(c)(3)MONTEREY COUNTY GIVES! CAMPAIGN$13,307
Epiphany Lutheran & Episcopal ChurchMarina, CA501(c)(3)General Support$13,000
Reno Philharmonic Association IncReno, NV501(c)(3)General Support$12,700
Amy Seiwert ImagerySan Francisco, CA501(c)(3)General Support$12,500
Peacock AcresSalinas, CA501(c)(3)General Support$12,500
Stanford University Medical Center - Office of Medical DevelopmentStanford, CA501(c)(3)General Support$12,500
Community Bridges Puentes De La ComunidadAptos, CA501(c)(3)General Support$12,000
Salinas Valley Community ChurchSalinas, CA501(c)(3)General Support$12,000
Loaves Fishes & ComputersSalinas, CA501(c)(3)MONTEREY COUNTY GIVES! CAMPAIGN$11,985
Alisal Family Resource CenterSalinas, CA501(c)(3)Adult Computer Literacy Program in East Salinas$11,800
Central Coast Vna and HospiceMonterey, CA501(c)(3)General Support$11,500
EVERYONE'S HARVEST - COSECHA PARA TODOSMarina, CA501(c)(3)General Support$11,126
Ucla Main Cashiers OfficeLos Angeles, CAGovGeneral Support$11,000
Friends of the Pacific Grove LibraryPacific Grove, CA501(c)(3)General Support$10,612
Ecology ActionSanta Cruz, CA501(c)(3)General Support$10,500
On the MoveNapa, CA501(c)(3)General Support$10,500
Summit Assistance DogsAnacortes, WA501(c)(3)General Support$10,500
Lyceum of Monterey CountyMonterey, CA501(c)(3)General Support$10,455
Legal Services for SeniorsSeaside, CA501(c)(3)General Support$10,282
Monterey County PopsMonterey, CA501(c)(3)General Support$10,024
Ave Maria Convalescent HospitalMonterey, CA501(c)(3)Music Program$10,000
Bones Pet RescueCovelo, CA501(c)(3)General Support$10,000
Chamber Music San FranciscoSan Francisco, CA501(c)(3)General Support$10,000
Coalition of Homeless Services ProvidersMarina, CA501(c)(3)General Support$10,000
Community Partners for the Dinner PartyLos Angeles, CA501(c)(3)General Support$10,000
Confidence Pregnancy CenterSalinas, CA501(c)(3)General Support$10,000
KidpowerSanta Cruz, CA501(c)(3)General Support$10,000
Mpsrc FoundationMonterey, CA501(c)(3)General Support$10,000
Pacific Grove Public Library FoundationPacific Grove, CA501(c)(3)General Support$10,000
Parent Institute of Quality EducationNational City, CA501(c)(3)General Support$10,000
Salinas Valley Memorial Hosp Svc LeagueSalinas, CA501(c)(3)General Support$10,000
Temple Beth ElSalinas, CA501(c)(3)General Support$10,000
Uc Irvine -- Office of Financial Aid & ScholarshipsIrvine, CAGovGeneral Support$10,000
Union County Humane SocietyMaynardville, TN501(c)(3)General Support$10,000
Csu Long Beach - Financial Aid OfficeLong Beach, CAGovGeneral Support$9,000
German Shepherd Rescue of Northern CaliforniaCupertino, CA501(c)(3)General Support$9,000
La Gloria SchoolGonzales, CAGovLiteracy Program$9,000
SUN VALLEY WRITERS' CONFERENCEKetchum, ID501(c)(3)General Support$9,000
Sun Valley Summer SymphonySun Valley, ID501(c)(3)General Support$8,900
Easter Seals Central CaliforniaAptos, CA501(c)(3)General Support$8,854
SAN FRANCISCO STATE UNIVERSITY - BURSAR'S OFFICESan Francisco, CAGovGeneral Support$8,500
Second Harvest Food BankWatsonville, CA501(c)(3)General Support$8,500
United States Fund for UnicefNew York, NY501(c)(3)General Support$8,500
Reno Chamber OrchestraReno, NV501(c)(3)General Support$8,340
Carmel High Sober GradCarmel, CA501(c)(3)General Support$8,250
Lopez Island Family Resource CenterLopez Island, WA501(c)(3)General Support$8,250
Mee Memorial HospitalKing City, CA501(c)(3)General Support$8,000
Guitars Not Guns - Monterey County ChapterMonterey, CA501(c)(3)General Support$7,830
Community of Caring Monterey PeninsulaMonterey, CA501(c)(3)General Support$7,680
Carmel High School Athletic BoostersCarmel, CA501(c)(3)General Support$7,500
Hillbrook SchoolLos Gatos, CA501(c)(3)General Support$7,000
San Carlos CathedralMonterey, CA501(c)(3)General Support$7,000
UC DAVIS CASHIER'S OFFICEWest Sacramento, CAGovGeneral Support$7,000
American Institute of Architects Monterey BayMonterey, CA501(c)(6)Reimbursement of Expenses for the 2014 Stanton Awards$6,655
San Diego State University -- Financial Aid and Scholarships OfficeSan Diego, CAGovGeneral Support$6,500
Friends of the Monterey Public LibraryMonterey, CA501(c)(3)General Support$6,330
Catholic Daughters of the America Home Inc(dba Madonna Manor)Salinas, CA501(c)(3)Music Program$6,240
Forest Hill ManorPacific Grove, CA501(c)(3)General Support$6,000
KqedSan Francisco, CA501(c)(3)General Support$6,000
Stevenson SchoolPebble Beach, CA501(c)(3)General Support$6,000
Hope Horses and KidsSalinas, CA501(c)(3)General Support$5,922
The Marina FoundationMarina, CA501(c)(3)General Support$5,813
First Night MontereyMonterey, CA501(c)(3)General Support$5,643
Rebuilding Together-montereysalinasMonterey, CA501(c)(3)General Support$5,626
University Corporation at Monterey BaySeaside, CA501(c)(3)General Support$5,600
California Polytechnic State University San Luis Obispo - Financial AidSan Luis Obispo, CAGovGeneral Support$5,500
Global Fund for WomenSan Francisco, CA501(c)(3)General Support$5,500
Monterey Peninsula Sunrise Rotary FoundationMonterey, CA501(c)(3)General Support$5,400
Friends of the Salinas Public LibrariesSalinas, CA501(c)(3)General Support$5,055
Visiting Nurse Association Community ServicesMonterey, CA501(c)(3)General Support$5,032
Amigos De Santa Cruz FoundationLopez Island, WA501(c)(3)General Support$5,000
Asian Cultural ExperienceAromas, CA501(c)(3)General Support$5,000
Carleton CollegeNorthfield, MN501(c)(3)General Support$5,000
Cultural Media ServicesSanta Cruz, CA501(c)(3)General Support$5,000
Eternityworks Dba Youth NowWatsonville, CA501(c)(3)General Support$5,000
Friends of the Andy Ausonio LibraryCastroville, CA501(c)(3)General Support$5,000
Future Citizens Foundation Dba the First Tee of MontereySalinas, CA501(c)(3)General Support$5,000
International Health EmissariesMonterey, CA501(c)(3)General Support$5,000
International Mental Health Research OrganizationRutherford, CA501(c)(3)General Support$5,000
KING'S COLLEGEWilkesbarre, PA501(c)(3)Scholarships$5,000
Leadership Monterey PeninsulaMonterey, CA501(c)(3)General Support$5,000
Lopez Housing OptionsLopez Island, WA501(c)(3)General Support$5,000
Monterey College of LawSeaside, CA501(c)(3)General Support$5,000
Monterey County Agricultural EducationSpreckels, CAGovGeneral Support$5,000
Mount Saint Joseph AcademyFlourtown, PA501(c)(3)Scholarships$5,000
Olympic Hills PtaSeattle, WA501(c)(4)General Support$5,000
Paws Helping People Inc Dba UnchainedSoquel, CA501(c)(3)General Support$5,000
RACHEL'S NETWORKWashington, DC501(c)(3)General Support$5,000
Reed CollegePortland, OR501(c)(3)General Support$5,000
Sonoma State University -- Scholarship OfficeRohnert Park, CAGovGeneral Support$5,000
Soroptimist International of Carmel BayCarmel, CA501(c)(3)General Support$5,000
Uc Santa BarbaraSanta Barbara, CAGovGeneral Support$5,000
University of Pennsylvania TrusteesPhiladelphia, PAGovGeneral Support$5,000
University of the Pacific -- Finance CenterStockton, CA501(c)(3)General Support$5,000
University of the Pacific Mcgeorge School of LawSacramento, CA501(c)(3)General Support$5,000
Victory MissionSalinas, CA501(c)(3)General Support$5,000
Wahine ProjectPacific Grove, CA501(c)(3)General Support$5,000
Wounded Warrior ProjectJacksonville, FL501(c)(3)General Support$5,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Stewardship Funds$12,277,600
Liabilities Under Crt$7,975,485
Funds Held as Agency Endowment$3,892,099
Liabilities Under Split Interest$3,627,864
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 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, Section B, Line 11

“A copy of form 990 was available to all voting members of the organization's governing body prior to filing with the irs. The organization's treasurer, president/ceo and cfo reviewed the 990 prior to filing with the irs. Most of the voting members of the organization's governing body will review the 990 after it has been filed with the irs.”

Form 990, Part VI, Section B, Line 12C

“All board members have a copy of the conflict of interest policy and new members receive it as part of their orientation, which is held prior to the first meeting of the year. Board members are asked to complete and submit the conflict of interest disclosure form every year.”

Form 990, Part VI, Section B, Line 15

“Compensation for the president/ceo is considered and recommended by the finance committee and submitted to the full board for approval in a closed session. Comparability data is used to determine salary ranges. The committee considers benefit surveys from the council on foundations, the league of california community foundations and the local fiscal and administrative officers group. Compensation for all staff, including the chief financial officer is reviewed and approved by the finance committee. The recommendations of the finance committee are submitted to the full board for approval.”

Form 990, Part VI, Section C, Line 19

“Community fnd for monterey county”

Filing and Contact Details

Filer

Filer Name
Community Foundation for
EIN
94-1615897
Phone
8313759712
Address
2354 GARDEN ROAD, MONTEREY, CA 93940

Signing Officer

Name
Daniel R Baldwin
Title
President, CEO
Phone
8313759712
Signed
2016-08-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel R Baldwin
Formed
1945
Legal Domicile
CA
Voting Board Members
18
Independent Board Members
18
Employees
25
Volunteers
75

Preparer

Firm
Rgp Llp
Address
1340 TREAT BLVD STE 525, WALNUT CREEK, CA 94597
Preparer
Ward Pynn
Phone
9259540100
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Contributions for stewardship and other funds -3,322,164. Grants distributed on behalf of other funds 366,604. Change in value of charitable remainder trusts 400,920. Other adjustments 1,761.”

Financial Statement Notes

PART X, LINE 2:

“Part x - asc 740-10 (formerly fin 48) the foundation has adopted the provisions related to accounting for uncertainty in income taxes, which defines a recognition threshold and measurement attribute for the financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. The foundation's management has considered its tax positions and believes that all of the positions taken in its federal and state tax returns are more likely than not to be sustained upon examination. With few exceptions the foundation is no longer subject to federal examination for years beginning before 2012.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in value of split-interest agreements -400,920. Investment income allocated to stewardship and other funds”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Contributions received on behalf of other funds 3,322,164. Capital loss distributions from partnership -1,516,439. Interest income from partnership 4,945. Other adjustments 1,761.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Grants distributed on behalf of other funds 366,604. Partnership deductions 47,540. Other 1,761.”

Raw XML AppendixShowing 400 of 3,043 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE CHAIR, BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER, BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6CHAIR, BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11SECRETARY, BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt19VP - GRANTS & PROGRAMS
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01945
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-1516439
IRS990/GainOrLossGrp/SecuritiesAmt0-27975
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GrantAmt09560595
IRS990/GrantsPayableGrp/BOYAmt01043561
IRS990/GrantsPayableGrp/EOYAmt01842024
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt09710595
IRS990/GrantsToDomesticOrgsGrp/TotalAmt09710595
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt019266132
IRS990/GrossReceiptsAmt043765594
IRS990/GrossRentsGrp/RealAmt07414
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/FundraisingAmt0378
IRS990/InsuranceGrp/ManagementAndGeneralAmt01917
IRS990/InsuranceGrp/ProgramServicesAmt01715
IRS990/InsuranceGrp/TotalAmt04010
IRS990/InvestmentIncomeGrp/ExclusionAmt04592191
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04592191
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt06332504
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt08820465
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0130906904
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0129875703
IRS990/IRPDocumentCnt016
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0412171
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01780379
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01773185
IRS990/LandBldgEquipCostOrOtherBssAmt02185356
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt01516439
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt019294107
IRS990/LessRentalExpensesGrp/RealAmt07414
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO INSPIRE PHILANTHROPY AND BE A CATALYST FOR STRENGTHENING COMMUNITIES THROUGHOUT MONTEREY COUNTY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0149708295
IRS990/NetAssetsOrFundBalancesEOYAmt0150578654
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-1544414
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1544414
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-6862130
IRS990/NoncashContributionsAmt01930183
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt011361
IRS990/OccupancyGrp/ManagementAndGeneralAmt057544
IRS990/OccupancyGrp/ProgramServicesAmt051498
IRS990/OccupancyGrp/TotalAmt0120403
IRS990/OfficeExpensesGrp/FundraisingAmt063171
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt089687
IRS990/OfficeExpensesGrp/ProgramServicesAmt080401
IRS990/OfficeExpensesGrp/TotalAmt0233259
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt020353477
IRS990/OtherAssetsTotalGrp/EOYAmt016437267
IRS990/OtherChangesInNetAssetsAmt0-2552879
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt024529
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt073361
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt052383
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0150273
IRS990/OtherExpensesGrp/Desc0SPECIAL PROGRAMS
IRS990/OtherExpensesGrp/Desc1OTHER FUND MGMT EXPENSE
IRS990/OtherExpensesGrp/Desc2DONOR DEVELOPMENT
IRS990/OtherExpensesGrp/Desc3PARTNERSHIP DEDUCTIONS
IRS990/OtherExpensesGrp/FundraisingAmt014918
IRS990/OtherExpensesGrp/FundraisingAmt17306
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt075564
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt137011
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt247540
IRS990/OtherExpensesGrp/ProgramServicesAmt0445642
IRS990/OtherExpensesGrp/ProgramServicesAmt167625
IRS990/OtherExpensesGrp/ProgramServicesAmt233121
IRS990/OtherExpensesGrp/TotalAmt0445642
IRS990/OtherExpensesGrp/TotalAmt1158107
IRS990/OtherExpensesGrp/TotalAmt277438
IRS990/OtherExpensesGrp/TotalAmt347540
IRS990/OtherLiabilitiesGrp/BOYAmt027001956
IRS990/OtherLiabilitiesGrp/EOYAmt027773048
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0MISC ADMIN INCOME
IRS990/OtherRevenueMiscGrp/Desc1RETURNED GRANTS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt090890
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt116968
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt090890
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt116968
IRS990/OtherRevenueTotalAmt0107858
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0135206
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0404367
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0288740
IRS990/OtherSalariesAndWagesGrp/TotalAmt0828313
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0188640
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0181413
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt015944
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt047684
IRS990/PayrollTaxesGrp/ProgramServicesAmt034049
IRS990/PayrollTaxesGrp/TotalAmt097677
IRS990/PensionPlanContributionsGrp/FundraisingAmt011066
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt033095
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt023631
IRS990/PensionPlanContributionsGrp/TotalAmt067792
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt099825877
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0106179761
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt02941923
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt04356043
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt029565
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt034090
IRS990/PrincipalOfficerNm0DANIEL R BALDWIN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525920
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/Desc0CRT MANAGEMENT FEES
IRS990/ProgramServiceRevenueGrp/Desc1WORKSHOP INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0184219
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt144999
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0184219
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt144999
IRS990/ProgSrvcAccomActy2Grp/Desc0LEAD (LEADERSHIP EDUCATION AND DEVELOPMENT) IS A PROFESSIONALDEVELOPMENT INSTITUTE FOR EFFECTIVE NONPROFIT MANAGERS IN MONTEREY,SANTA CRUZ, AND SAN BENITO COUNTIES WHO ASPIRE TO MAXIMIZE THEIRLEADERSHIP POTENTIAL. LEAD PARTICIPANTS RECEIVE HIGH-QUALITY LEADERSHIPAND MANAGEMENT TRAINING IN MONTHLY SESSIONS, INDIVIDUALIZEDPROFESSIONAL DEVELOPMENT PLANS, INDIVIDUAL COACHING WITH COMMUNITYLEADERS, AND THE DEVELOPMENT OF A STRONG PEER NETWORK.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt035035
IRS990/ProgSrvcAccomActy3Grp/Desc0GIRLS' HEALTH IN GIRLS' HANDS IS A MULTI-YEAR INITIATIVE OF THE CFMC'SWOMEN'S FUND DESIGNED TO GIVE GIRLS THE SUPPORT AND SKILLS THEY NEED TOMAKE HEALTHY CHOICES AND BE AGENTS FOR CHANGE IN THEIR SCHOOLS ANDCOMMUNITIES. SIX NONPROFIT ORGANIZATIONS RECEIVE FUNDING TO EXPAND THEIR EXISTING GIRLS' PROGRAMS AND SHARE RESOURCES FOR GREATER IMPACT. EACH PARTNER AGENCY HAS ENHANCED PROGRAMMING TO INCLUDE HEALTH EDUCATION, LEADERSHIP TRAINING AND ACTIVITIES, AND GIRL-LED ADVOCACY.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0333108
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0150000

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$180,284,198
Liabilities
$29,705,544
Net assets
$150,578,654
Revenue
$22,947,634
Expenses
$12,732,215
Net income
$10,215,419
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$420$87.3$333$123$72.4$50.3
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$380$82.1$298$85.2$44.8$40.3
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$332$75.0$257$48.9$36.7$12.2
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$386$82.4$303$55.7$41.4$14.2
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$348$75.7$272$59.4$31.8$27.5
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$291$60.6$230$36.2$22.9$13.3
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$248$49.3$198$27.6$22.5$5.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$266$52.3$214$53.0$19.9$33.2
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$208$40.8$167$30.9$18.1$12.8
2015Detailed filing. Detailed filing data is available for this year.$180$29.7$151$22.9$12.7$10.2
2014Detailed filing. Detailed filing data is available for this year.$178$28.2$150$16.0$14.1$1.84
2013Summary only. Only limited summary data is available for this year.$173$28.0$145$16.1$12.6$3.58
2012Summary only. Only limited summary data is available for this year.$156$21.5$134$34.6$10.9$23.7
2011Summary only. Only limited summary data is available for this year.$135$18.5$117$13.4$9.16$4.26
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$138$19.9$118$9.11