Civic Intelligence

Community Foundation for Monterey County

990 • Fiscal year 2020 • EIN 94-1615897

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 21, 2021

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

37th percentile

0.22x

Higher debt load relative to assets than 37% of similar nonprofits.

2020 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2020

Liabilities / Revenue

79th percentile

1.28x

Higher debt load relative to revenue than 79% of similar nonprofits.

2020 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2020

Net Margin

93rd percentile

46%

Higher net margin than 93% of similar nonprofits.

2020 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2020

Top Officer Pay

15th percentile

$342,512

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2020 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2020

Asset Growth

81st percentile

19%

Faster asset growth than 81% of similar nonprofits.

2020 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2019 to 2020

Revenue Growth

95th percentile

64%

Faster revenue growth than 95% of similar nonprofits.

2020 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$347,659,194

Up $56,657,940 (+19%) from 2019

Net Assets

Up

$271,929,112

Up $41,545,164 (+18%) from 2019

Liabilities

Up

$75,730,082

Up $15,112,776 (+25%) from 2019

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin93rd percentile

Revenue

Up

$59,371,913

Up $23,187,854 (+64%) from 2019

Expenses

Up

$31,836,881

Up $8,972,490 (+39%) from 2019

Net Income

Up

$27,535,032

Up $14,215,364 (+107%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth81st 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

2020

Assets$347,659,194
Liabilities$75,730,082
Net Assets$271,929,112
Open 2020 Filing

Operations Trend

Revenue Growth95th 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

2020

Revenue$59,371,913
Expenses$31,836,881
Net Income$27,535,032
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 21, 2021
Return Version
2020v4.0
Gross Receipts
$93,304,765
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$211,439,097$274,944,520▲ $63,505,423
Savings and Temporary Cash Investments$21,986,826$28,046,167▲ $6,059,341
Investments Other Securities$18,126,963$9,287,312▼ $8,839,651
Land, Buildings, and Equipment, Net$1,867,741$3,705,150▲ $1,837,409
Accounts Receivable$1,630,636$283,909▼ $1,346,727
Prepaid Expenses and Deferred Charges$43,159$7,345▼ $35,814
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$291,001,254$347,659,194▲ $56,657,940
Other Assets Total$35,906,832$31,384,791▼ $4,522,041
Liabilities
Other Liabilities$59,455,706$74,044,202▲ $14,588,496
Grants Payable$1,019,371$1,498,437▲ $479,066
Accounts Payable and Accrued Expenses$122,349$187,443▲ $65,094
Deferred Revenue$19,880--
Total Liabilities$60,617,306$75,730,082▲ $15,112,776
Net Assets / Fund Balance
Net Assets With Donor Restrictions$173,822,651$200,123,019▲ $26,300,368
Net Assets Without Donor Restrictions$56,561,297$71,806,093▲ $15,244,796
Total Net Assets Fund Balance$230,383,948$271,929,112▲ $41,545,164
Total Liabilities and Net Assets / Fund Balance$291,001,254$347,659,194▲ $56,657,940

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,882,368$72,400$1,954,768
Buildings$833,451$250,037$1,083,488
Leasehold Improvements$520,857$254,985$775,842
Land$461,627-$461,627
Equipment$6,847$197,448$204,295
Other Assets Org$1,750,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$161,596,558$13,065,186▲ $20,924,974-$187,812,660
2019$141,189,002$7,644,516▲ $21,474,204$1,359,401$161,596,558
2018$135,783,913$21,568,284▼ $6,585,873-$141,189,002
2017$120,443,446$3,886,078▲ $17,943,040-$135,783,913
2016$117,179,184$667,511▲ $9,303,964-$120,443,446
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Daniel BaldwinPresident & CEOFT$303,700$38,812$342,512
Diane NonellaVpfinance & HrFT$141,423$29,146$170,569
Christine DawsonVP of PhilanthropyFT$147,735$20,136$167,871
Laurel Lee-alexanderVP of GrantsFT$141,082$25,900$166,982

Board Members and Trustees

NameTitle
Birt Johnson JrChair
Teri BelliVice Chair
Abby Taylor-silvaBoard Member
Betsey PearsonBoard Member
Betsy Buchalter AdlerBoard Member
Elsa Mendoza JimenezBoard Member
Elsa Mendoza-jimenezBoard Member
Erica Padilla-chavezBoard Member
Fred MeurerBoard Member
Giff LehmanBoard Member
Ida Lopez ChanBoard Member
Joe PezziniBoard Member
Jose Luis AlvaradoBoard Member
Kirk GafillBoard Member
Loren SteckBoard Member
Michael ReidBoard Member
Nolan KennedyBoard Member
William SharpeBoard Member
Maija WestSecretary
Jan VanderbiltTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
VerusInvestment Advisor999 THIRD AVENUE SUITE 4200, Seattle, WA 98104$133,333
Revenue and Support

Revenue Composition

Contributions and Grants
$57,254,956
Program Service Revenue
$418,197
Investment Income
$1,646,241
Other Revenue
$52,519
All Other Contributions
$57,187,793
Change in Net Assets
$27,535,032

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 Traded103$16,916,577Stock Exchange
Real Estate Commercial1$1,875,000Appraisal
Total Noncash Contributions104$18,791,577-

Audited Revenue Reconciliation

Revenue per Audited Statements
$33,905,288
Revenue Not Reported on Financial Statements
$25,466,625
Revenue Not Reported on Form 990
$36,163,381
Other Revenue Adjustments
$25,247,095
Total Revenue per Audited Statements
$70,068,669
Total Revenue per Form 990
$59,371,913
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$27,933,827
Salaries, Compensation, and Employee Benefits$2,348,997
Other Expenses$1,554,057
Total Fundraising Expense$635,781
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$27,933,827--$27,933,827
Other Salaries and Wages$642,412$536,531$147,930$1,326,873
Current Officers, Directors, Trustees, and Key Employees$140,995$217,905$154,181$513,081
Other Employee Benefits$163,789$155,264$62,176$381,229
Fees for Services Legal$104,382$79,723$54,698$238,803
Occupancy$53,266$64,392$19,935$137,593
Payroll Taxes$54,909$52,059$20,846$127,814
All Other Expenses$41,846$47,363$14,663$103,872
Other Expenses$63,030$8,098$2,507$73,635
Depreciation Depletion$27,990$33,836$10,475$72,301
Advertising$22,481$27,164$8,410$58,055
Fees for Services Accounting$16,635$12,703$8,719$38,057
Office Expenses$10,043$12,140$3,759$25,942
Insurance$6,807$8,230$2,548$17,585
Fees for Services Other$976$745$512$2,233
Total Functional Expenses$29,637,749$1,563,351$635,781$31,836,881

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$31,836,881
Total Expenses per Audited Statements$28,523,505
Expenses per Audited Statements$28,519,505
Expenses Not Reported on Financial Statements$3,317,376
Other Expense Adjustments$3,097,846
Expenses Not Reported on Form 990$4,000
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Detailed Schedule AttachedVarious, CA-Various$25,848,566
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$4,000
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Womens Luncheon$67,163-$4,000-
Total Events$67,163-$4,000$-4,000
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 Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Stewardship Funds$48,980,877
Liabilities Under Crt$9,764,187
Funds Held as Agency Endowment$7,298,606
Liabilities Under Split Interest$5,373,067
Liabilities Under Cga$2,200,563
Refundable Advance$411,402
Deposit$15,500
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The organization makes the draft 990 available to all board members through the online board portal before it is filed. Board and staff leadership encourage every board member to review the 990 before the filing deadline and to send their comments to the ceo, the treasurer, and/or the board chair.”

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

“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. Board members are asked to disclose and recuse themselves from voting on any matter on which they have an actual or apparent conflict, such as grants and contracts.”

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

“The compensation committee consists of the past chair, current chair, chair elect and any other interested board members. They review salary surveys produced by the council on foundations, the league of california community foundations, guidestar and the northern california compensation and benefits survey of northern california nonprofit organizations. The committee makes the recommendation and the board discusses and votes on it in an executive session.”

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

“Governing documents, policies and financial statements are available on the organization's website and upon request.”

Filing and Contact Details

Filer

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

Signing Officer

Name
Daniel Baldwin
Title
President & CEO
Signed
2021-07-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel Baldwin
Formed
1945
Legal Domicile
CA
Voting Board Members
20
Independent Board Members
20
Employees
22
Volunteers
40

Preparer

Firm
Hutchinson and Bloodgood LLP
Address
579 Auto Center Drive, Watsonville, CA 95076
Preparer
Kimbra Said CPA
Phone
8317242441
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“Other program services 4: all other programssee www.cfmco.org for all other programs. See schedule o for neighborhood grants program description. Other program services 5: scholarships: the community foundation for monterey county (cfmc) holds and administers more than 50 scholarship funds that create greater access to higher education for deserving local students. Scholarships help students realize their potential and growing the number of students who earn college degrees makes a brighter future for us all. Other program services 6: monterey county gives! (mc gives!): mc gives! Is a special project of the monterey county weekly, the community foundation for monterey county and the monterey peninsula foundation and was created to support the local nonprofit community with an annual year-end giving campaign. In 2020, 171 organizations participated to raise a total of $7.7 million. Mc gives! Has now raised and contributed over $34 million dollars since its inception eleven years ago.”

Other Changes In Net Assets Or Fund Balances - Other Increases

“Change in value of charitable remainder trusts = $4220109”

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Contributions for stewardship and agency funds = -$18352627”

Other Changes In Net Assets Or Fund Balances - Other Increases

“Grants distributed on behalf of other funds = $3097846”

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Investment gains for stewardship and agency funds = -$6898468”

Financial Statement Notes

Part X : FIN48 Footnote

“The foundation believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that are material to the financial statements.”

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

“Change in value/split-interest agmts $4220109”

Part XI, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Contributions received for others $18352627 investment gain on funds held for others $6898468 fundraising expenses $-4000”

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

“Fundraising expenses $4000”

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Grants distributed for other funds $3097846”

Raw XML AppendixShowing 400 of 871 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/TitleTxt1VPFINANCE & HR
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP OF PHILANTHROPY
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP OF GRANTS
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHAIR
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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
$347,659,194
Liabilities
$75,730,082
Net assets
$271,929,112
Revenue
$59,371,913
Expenses
$31,836,881
Net income
$27,535,032
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
2020Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • $250M-$1B nonprofits