Civic Intelligence

Monterey Peninsula Foundation

990 • Fiscal year 2017 • EIN 94-2541783

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 15, 2017

Organization ProfileWWW.MONTEREYPENINSULAFOUNDATION.ORG

View Organization Page

1 Lower Ragsdale Drive Bldg 3Monterey, CA 93940

(831) 649-1533

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.10x

Higher debt load relative to assets than 32% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

34th percentile

0.17x

Higher debt load relative to revenue than 34% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Net Margin

17th percentile

-7.3%

Higher net margin than 17% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

66th percentile

$319,644

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Asset Growth

51st percentile

5.0%

Faster asset growth than 51% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

47th percentile

4.1%

Faster revenue growth than 47% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$43,392,914

Up $2,057,473 (+5.0%) from 2016

Net Assets

Up

$38,874,468

Up $1,076,600 (+2.8%) from 2016

Liabilities

Up

$4,518,446

Up $980,873 (+28%) from 2016

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin17th percentile

Revenue

Up

$27,359,943

Up $1,068,029 (+4.1%) from 2016

Expenses

Up

$29,347,930

Up $3,427,168 (+13%) from 2016

Net Income

Down

-$1,987,987

Down $2,359,139 (-636%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$60M$40M$20M$0Assets 2014: $43,636,984Liabilities 2014: $3,687,749Net Assets 2014: $39,949,2352014Assets 2015: $42,346,569Liabilities 2015: $3,429,138Net Assets 2015: $38,917,4312015Assets 2016: $41,335,441Liabilities 2016: $3,537,573Net Assets 2016: $37,797,8682016Assets 2017: $43,392,914Liabilities 2017: $4,518,446Net Assets 2017: $38,874,4682017Assets 2018: $46,773,674Liabilities 2018: $7,715,323Net Assets 2018: $39,058,3512018Assets 2019: $46,445,591Liabilities 2019: $10,240,057Net Assets 2019: $36,205,5342019Assets 2020: $42,950,545Liabilities 2020: $6,919,296Net Assets 2020: $36,031,2492020Assets 2021: $50,385,331Liabilities 2021: $5,473,308Net Assets 2021: $44,912,0232021Assets 2022: $49,420,244Liabilities 2022: $5,896,011Net Assets 2022: $43,524,2332022Assets 2023: $46,862,488Liabilities 2023: $6,956,856Net Assets 2023: $39,905,6322023Assets 2024: $51,203,201Liabilities 2024: $9,653,728Net Assets 2024: $41,549,4732024Assets 2025: $50,692,748Liabilities 2025: $8,068,314Net Assets 2025: $42,624,4342025

Highlighted filing

2017

Assets$43,392,914
Liabilities$4,518,446
Net Assets$38,874,468
Open 2017 Filing

Operations Trend

Revenue Growth47th percentile

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

$60M$40M$20M$0-$20MRevenue 2014: $11,229,957Expenses 2014: $10,733,421Net Income 2014: $496,5362014Revenue 2015: $25,025,423Expenses 2015: $23,761,496Net Income 2015: $1,263,9272015Revenue 2016: $26,291,914Expenses 2016: $25,920,762Net Income 2016: $371,1522016Revenue 2017: $27,359,943Expenses 2017: $29,347,930Net Income 2017: -$1,987,9872017Revenue 2018: $36,290,555Expenses 2018: $38,132,318Net Income 2018: -$1,841,7632018Revenue 2019: $38,484,299Expenses 2019: $42,347,172Net Income 2019: -$3,862,8732019Revenue 2020: $38,849,692Expenses 2020: $39,832,118Net Income 2020: -$982,4262020Revenue 2021: $28,291,060Expenses 2021: $27,939,277Net Income 2021: $351,7832021Revenue 2022: $46,424,262Expenses 2022: $44,158,974Net Income 2022: $2,265,2882022Revenue 2023: $44,875,675Expenses 2023: $50,214,969Net Income 2023: -$5,339,2942023Revenue 2024: $21,486,200Expenses 2024: $22,224,410Net Income 2024: -$738,2102024Revenue 2025: $19,338,570Expenses 2025: $21,396,299Net Income 2025: -$2,057,7292025

Highlighted filing

2017

Revenue$27,359,943
Expenses$29,347,930
Net Income-$1,987,987
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$29,044,059
Mission and Program Overview

Mission

To improve the quality of life in monterey county and surrounding areas by providing grants to nonprofit organizations that benefit the community in the areas of youth, education, health and human services, arts and culture, and community and environment. The foundation generates funds by arranging and managing the annual golf tournaments known as "the at&t pebble beach national pro-amateur tournament and "the pure insurance championship at pebble beach."

To enhance the quality of life in Monterey County and surrounding areas through the strategic disbursement of charitable funds generated by hosting the AT&T Pebble Beach Pro-Am and the Nature Valley First Tee Open at Pebble Beach.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$20,928,608$22,950,507▲ $2,021,899
Investments in Publicly Traded Securities$15,145,801$15,961,884▲ $816,083
Land, Buildings, and Equipment, Net$1,629,553$1,805,355▲ $175,802
Cash and Non-Interest-Bearing Accounts$2,527,535$1,318,230▼ $1,209,305
Accounts Receivable$645,127$963,932▲ $318,805
Inventories for Sale or Use$370,870$279,256▼ $91,614
Prepaid Expenses and Deferred Charges$87,947$113,750▲ $25,803
Savings and Temporary Cash Investments-$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-
Total Assets$41,335,441$43,392,914▲ $2,057,473
Other Assets Total-$0-
Liabilities
Grants Payable$2,512,539$3,863,974▲ $1,351,435
Deferred Revenue$884,575$352,155▼ $532,420
Other Liabilities$120,377$153,513▲ $33,136
Accounts Payable and Accrued Expenses$20,082$148,804▲ $128,722
Total Liabilities$3,537,573$4,518,446▲ $980,873
Net Assets / Fund Balance
Unrestricted Net Assets$37,797,868$38,874,468▲ $1,076,600
Total Net Assets Fund Balance$37,797,868$38,874,468▲ $1,076,600
Total Liabilities and Net Assets / Fund Balance$41,335,441$43,392,914▲ $2,057,473

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,163,055$1,332,668$2,495,723
Equipment$642,300-$642,300
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Steve JohnCEOFT$271,213$48,431$319,644
Cindy Zoller SilverExecutive DirectorFT$134,375$25,553$159,928
Mary GunnDirector PhilanthropyFT$105,984$32,939$138,923
Morgan MatthewsFinance DrctrFT$120,510$17,307$137,817

Board Members and Trustees

NameTitle
Clint EastwoodChairman
Doug MackenzieVice Chairman
Peter UeberrothVice Chairman
Geoff CouchDirector
Greg JamisonDirector
Harris BartonDirector
Heidi UeberrothDirector
Jerry YangDirector
Lori LeeDirector
Murray DemoDirector
William PerocchiDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Hns Sports Group LLCEvent Management5760 MEMORIAL DRIVE, Dublin, OH 43017$156,000
Ability Advertising LLCAdvertising985 MORAGA RD STE 212, Lafayette, CA 94549$146,900
Rrmc Holdings LLCBuilding Rental2450 S CABRILLO HWY STE 200, Half Moon Bay, CA 94019$139,221
Revenue and Support

Revenue Composition

Contributions and Grants
$1,613,152
Program Service Revenue
$24,339,857
Investment Income
$1,003,779
Other Revenue
$403,155
All Other Contributions
$1,613,152
Change in Net Assets
$-1,987,987

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
Clothing and Household Goods-$84,555Replacement Cost
Other Non Cash Contri Table1$29,831Replacement Cost
Books and Publications-$15,641Replacement Cost
Other Non Cash Contri Table7$12,483Cost
Food Inventory1$4,000Cost
Total Noncash Contributions9$146,510-

Audited Revenue Reconciliation

Revenue per Audited Statements
$27,359,943
Revenue Not Reported on Form 990
$-10,832,429
Total Revenue per Audited Statements
$16,527,514
Total Revenue per Form 990
$27,359,943
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$14,837,303
Grants and Similar Amounts Paid$12,852,975
Salaries, Compensation, and Employee Benefits$1,657,652
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$12,852,975--$12,852,975
Other Expenses$1,559,362--$1,559,362
Other Salaries and Wages-$751,877-$751,877
Current Officers, Directors, Trustees, and Key Employees-$597,124-$597,124
Depreciation Depletion-$366,801-$366,801
Fees for Service Investment Mgmnt Fees-$278,847-$278,847
Occupancy-$220,486-$220,486
Other Employee Benefits-$219,042-$219,042
All Other Expenses-$105,184-$105,184
Fees for Services Other-$90,593-$90,593
Payroll Taxes-$89,609-$89,609
Office Expenses-$69,607-$69,607
Information Technology-$59,253-$59,253
Insurance-$23,302-$23,302
Travel-$4,915-$4,915
Advertising-$146-$146
Total Functional Expenses$26,471,144$2,876,786$0$29,347,930

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$29,347,930
Total Expenses per Audited Statements$15,450,914
Expenses per Audited Statements$15,077,282
Expenses Not Reported on Financial Statements$14,270,648
Other Expense Adjustments$14,270,648
Expenses Not Reported on Form 990$373,632
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Cmnty Fndtn for Mont CntyMonterey, CA501(c)(3)Monterey Experience Project$830,000
University Corporation at MbSeaside, CA501(c)(3)Capital and Program Support$755,000
Hartnell College FoundationSalinas, CA501(c)(3)2015 Charity Match$750,000
First 5 Monterey CountySalinas, CA501(c)(3)Early Childhood Education Programs$500,000
Future Citizens FoundationSalinas, CA501(c)(3)Operating and Capital Support$369,776
MpusdMonterey, CAN/A - GOV'TCollege Prep and Equipment$350,000
Boys and Girls Club MontereySeaside, CA501(c)(3)Operating Support$340,000
Ceiba Public SchoolWatsonville, CA501(c)(3)Capital Support$300,000
Gathering for Women-montereyMonterey, CA501(c)(3)Matching Grant- Capital Support$250,000
Palo Alto Medical FoundationPalo Alto, CA501(c)(3)Capital Support$250,000
Shanes InspirationSherman Oaks, CA501(c)(3)Multi-year Capital Support$250,000
United Way Monterey CountyMonterey, CA501(c)(3)Multi-year Support$250,000
Cabrillo College FoundationAptos, CA501(c)(3)Capital and Program Support$242,000
Rancho CieloSalinas, CA501(c)(3)PRGM SUPPORT: INDP LIVING VILLAGE$240,000
Santa Catalina SchoolMonterey, CA501(c)(3)Athletic Program$225,000
Community P-ship for YouthMonterey, CA501(c)(3)Operating Support$216,000
Live Oak School DistrictSanta Cruz, CAN/A - GOV'TMulti -year Support$210,000
Cmmty Found of Santa Cruz CtyAptos, CA501(c)(3)Multi Year Giving Campaign$200,000
Food Bank for Monterey CountySalinas, CA501(c)(3)Mutli Year Operating Support$200,000
World Golf Foundation IncSt Augustine, FL501(c)(3)Scholarship Donation$200,000
Big Sur Land TrustMonterey, CAN/aCarr Lake Project$167,000
Sun Street CentersSalinas, CA501(c)(3)Prevention Services$160,000
2nd Hrvst Food Bank Santa CrzWatsonville, CA501(c)(3)Food for Children$150,000
Franciscan Workers of JuniperSalinas, CA501(c)(3)Transitional Housing Support$150,000
Hollister Youth AllianceHollister, CA501(c)(3)Young Parents Program$150,000
The Regents of UcscSanta Cruz, CAN/A - GOV'TProgram Support$146,000
Cmmty Food Bank of San BenitoHollister, CA501(c)(3)Operating Support$125,000
American Red CrossCarmel, CA501(c)(3)Operating Support$120,000
Hazel Hawkins Hospital FoundaHollister, CA501(c)(3)Capital and Program Support$115,000
Action Council of Mo CountySalinas, CA501(c)(3)Fiscal Sponsorship Projects$105,000
Campaign for PreservationKing City, CA501(c)(3)Capital Support$100,000
Casa of Santa Cruz CountyWatsonville, CA501(c)(3)Multi Yr Operating Support$100,000
Catholic Charities of DioceseSeaside, CA501(c)(3)Operating Support$100,000
City of MontereyMonterey, CAN/A - GOV'TCapital Support$100,000
First 5 of Santa CruzCapitola, CA501(c)(3)Program Support$100,000
Fndtn for Mc Free LibrariesSalinas, CA501(c)(3)Multi Year Support$100,000
Land Trust of Santa Cruz CounSanta Cruz, CA501(c)(3)Capital Support$100,000
Monterey Museum of ArtMonterey, CA501(c)(3)Education and Community$100,000
Silicon Valley Commty FoundMountain View, CA501(c)(3)Giving Campaign Support$100,000
Tech Museum of InnovationSan Jose, CA501(c)(3)Field Trip Exps for Title 1 Schools$100,000
Tillamook Police Cadet AssocTillamook, OR501(c)(3)Service Organization Donation$100,000
Big Sur Health CenterBig Sur, CA501(c)(3)Program Support$80,000
Center for Community AdvocacySalinas, CA501(c)(3)Operating Support$80,000
Community BridgesAptos, CA501(c)(3)Charity Match$80,000
Pacific Repertory TheatreCarmel, CAN/aOperating Support$80,000
Partners for PeaceSalinas, CA501(c)(3)Strengthening Families Program$80,000
The Spca of Monterey CountyMonterey, CA501(c)(3)Mutli-year Support$80,000
United Way Santa Cruz CountyMonterey, CA501(c)(3)Multi-year Support$80,000
Cnty of Santa Cruz Dba HsdSanta Cruz, CAN/A - GOV'TMulti-year Support$75,000
Dientes Community Dental CareSanta Cruz, CA501(c)(3)Operating and Capital Support$60,000
Kuumbwa Jazz SocietySanta Cruz, CA501(c)(3)Operating Support$60,000
Monterey Peninsula College FnMonterey, CA501(c)(3)6 College Programs$55,000
Big Brothers Big Sisters ScCapitola, CA501(c)(3)Mentoring Services$50,000
Central Coast Center for IndeSalinas, CA501(c)(3)Operating Support$50,000
Coalition of Homeless ServiceMarina, CA501(c)(3)Operating Support$50,000
Community Homeless SolutionsMarina, CA501(c)(3)Program Support$50,000
Health Projects CenterSanta Cruz, CA501(c)(3)Del Mar Caregiver Resource Cntr$50,000
Housing Resource Center of McSalinas, CA501(c)(3)Homeless Prevention and Services$50,000
National Steinbeck CenterSalinas, CA501(c)(3)Museum Exhibitions$50,000
Point Lobos FoundationCarmel, CA501(c)(3)Capital Support - Trail Extension$50,000
St Jude Childrens Rsrch HosMemphis, TN501(c)(3)Hole in One for Charity$50,000
Family Service Agency of CcSanta Cruz, CA501(c)(3)Operating Support$45,000
Hospice of Santa Cruz CountyScotts Valley, CA501(c)(3)Palliative Care Program$45,000
Read to Me ProjectCarmel, CA501(c)(3)Operating Support$45,000
Band Against Ms IncNashville, TN501(c)(3)Service Organization Donation$40,000
Cabrillo Festv of Contemp MscSanta Cruz, CA501(c)(3)Operating Support$40,000
California Grey BearsSanta Cruz, CA501(c)(3)Brown Bag Program$40,000
Girls Inc of Central CoastSalinas, CA501(c)(3)Multi Year Operating Support$40,000
International Sch of MontereySeaside, CA501(c)(3)Education Programs$40,000
Kidpower Teenpower FullpowerSanta Cruz, CA501(c)(3)Multi Year Program Support$40,000
Loaves Fishes &computersSalinas, CA501(c)(3)Multi Year Operating Support$40,000
Mountain Parks Found of ScFelton, CA501(c)(3)Multi-year Capital Support$40,000
Oneill Sea OdysseySanta Cruz, CA501(c)(3)Ocean-based Science Program$40,000
Pacific Grove Art Ctr AssocPacific Grove, CA501(c)(3)Operating Support$40,000
Pajaro Valley Loaves & FishesWatsonville, CA501(c)(3)Operating Support$40,000
Restorative Justice PartnersMarina, CA501(c)(3)Program Support$40,000
Save Our ShoresSanta Cruz, CA501(c)(3)Operating Support$40,000
Sol TreasuresKing City, CA501(c)(3)Operating Support$40,000
The First Tee Central CoastSanta Barbara, CA501(c)(3)At&t Chevron Eagles$40,000
Youth Arts Collective IncMonterey, CA501(c)(3)Multi Yr Operating Support$40,000
Turning Point of Central CaliVisalia, CA501(c)(3)Capital Support$36,000
Ag & Land Based Training AssoSalinas, CA501(c)(3)Farmer Education/development$35,000
Monterey Penn Jr Golf AssocCarmel, CA501(c)(3)Jr Golf Programs and Scholarships$35,000
Special Olympics Northern CAPleasant Hill, CA501(c)(3)Track, Field & Bowling Programs$35,000
Ventana Wilderness AllianceSalinas, CA501(c)(3)Youth in Wilderness$35,000
Alzheimers AssociationMonterey, CA501(c)(3)Operating Support$30,000
California FarmlinkSanta Cruz, CA501(c)(3)Program Support$30,000
City of KingKing City, CAN/A - GOV'TCitywide Police Security Camera Sye$30,000
Dustin Johnson FoundationDallas, TN501(c)(3)At&t Shoot-out$30,000
Indep Transp Netwrk McMonterey, CA501(c)(3)Operating Support$30,000
Los Angeles Police Memorial FLos Angeles, CA501(c)(3)2017 At&t Shoot-out$30,000
Ywca of Monterey CountySalinas, CA501(c)(3)Operating Support$30,000
Salinas Reading Is FundamentaSalinas, CA501(c)(3)Books for Schools$27,500
Chartwell SchoolSeaside, CA501(c)(3)Materials, Supplies, Equipment$25,000
Ei Sistema USA SalinasSalinas, CA501(c)(3)Operating Support$25,000
Hope ServicesSan Jose, CA501(c)(3)Community Employment Services Expan$25,000
Junipero Serra SchoolCarmel, CA501(c)(3)Service Organization Donation$25,000
Raising a ReaderRedwood City, CA501(c)(3)Raising a Reader Monterey Cnty$25,000
Tularcitos SchoolCarmel Valley, CAN/A - GOV'TSwim Safety Program$23,500
Access Support NetworkSalinas, CA501(c)(3)Food Pantry Program$20,000
Alisal Center for Fine ArtsSalinas, CA501(c)(3)Operating Support$20,000
AspiranetSan Francisco, CA501(c)(3)Receiving Center$20,000
Breakthrough Mens CommunitySeaside, CA501(c)(3)Program Support$20,000
Casa of San Benito CountyHollister, CA501(c)(3)Operating Support$20,000
Central Coast Youth Sport OrgSalinas, CA501(c)(3)S. County Youth Sports Program$20,000
Chamber Music Monterey BayCarmel, CA501(c)(3)Operating Support$20,000
Coastal Kids Home CareSalinas, CA501(c)(3)Operating Support$20,000
El Pajaro Community DevelopmeWatsonville, CA501(c)(3)Program Support$20,000
Homeless Garden ProjectSanta Cruz, CA501(c)(3)Operating Support$20,000
Jr League of Monterey CntyMonterey, CA501(c)(3)Service Organization Donation$20,000
Monterey County Pops IncMonterey, CA501(c)(3)Outdoor Pops Concert Series$20,000
Pajaro Valley Arts CouncilWATSONvILLE, CA501(c)(3)Operating Support$20,000
Parenting Connection of Mo CoMarina, CA501(c)(3)Play and Learn Program Support$20,000
Parents Helping Parents InceSan Jose, CA501(c)(3)Operating Support$20,000
Partnership for ChildrenSalinas, CA501(c)(3)Operating Support$20,000
Radcliff ElementaryWatsonville, CAN/A - GOV'TBringing El Sistema to Radcliff$20,000
Rotacare Bay Area IncMontery, CA501(c)(3)Program Support$20,000
San Benito Arts CouncilHollister, CA501(c)(3)Arts Education Program$20,000
Scotts Valley Com Theater GuScotts Valley, CA501(c)(3)Capital Support$20,000
Spring Hill-adv Elmn Sch OfscSanta Cruz, CA501(c)(3)Field Trips$20,000
Sunset Cultural CenterCarmel, CA501(c)(3)Arts Education Program$20,000
Sunshine KidsLos Angeles, CA501(c)(3)3m Celebrity Challenge$20,000
Teen Kitchen ProjectSoquel, CA501(c)(3)Teen Kitchen Project$20,000
The Hawn FoundationMiami Beach, FL501(c)(3)3m Celbrity Challenge$20,000
The Lyceum of Monterey CountyMonterey, CA501(c)(3)Operating Support$20,000
Carmel Ideas FoundationCarmel, CA501(c)(3)Student Programs$19,000
Monterey Co Ag & Rural LifeKing City, CA501(c)(3)Service Organization Donation$19,000
Deaf and Hard of Hearing CntrSalinas, CA501(c)(3)Youth Program$15,000
El Teatro CampesinoSan Juan Bautis, CA501(c)(3)Viva La Causa$15,000
Friends of Olympia StationSanta Cruz, CA501(c)(3)Artsmart$15,000
Life Lab Science ProgramSanta Cruz, CA501(c)(3)Operating Support$15,000
Monterey Bay Swim ClubMonterey, CA501(c)(3)Program Support$15,000
Peace of Mind Dog RescuePacific Grove, CA501(c)(3)Program Support$15,000
The Salvation ArmySeaside, CA501(c)(3)Operation Christmas Cheer$15,000
Soquel High SchoolSoquel, CAN/A - GOV'TMulti-year Operating Support$14,000
Carmel High SchoolCarmel, CAN/A - GOV'TScholarship Fund$12,500
Monterey Bay Sports LeagueSeaside, CA501(c)(3)Youth Soccer Program$12,000
Monterey Bay Veterans IncMonterey, CA501(c)(3)Service Organization Donation$12,000
Big Sur International MarathoCarmel, CA501(c)(3)Just Run Youth Fitness Program$10,000
Classic Guitar Society CarmelCarmel, CA501(c)(3)Healing Guitar Program$10,000
Ensemble MontereyMonterey, CA501(c)(3)Operating Support$10,000
EternityworksWatsonville, CA501(c)(3)Tutoring Program$10,000
Everyones HarvestMarina, CA501(c)(3)Operating Support$10,000
Fresh Start Surgical GiftsCarlsbad, CA501(c)(3)3m Celebrity Challenge$10,000
Hall District Elementary SchWatsonville, CAN/A - GOV'TStudent Field Trips$10,000
Hope Horse and KidsSalinas, CA501(c)(3)Operating Support$10,000
Jewel Theatre CompanySanta Cruz, CA501(c)(3)Operating Support$10,000
LifehouseSan Rafael, CA501(c)(3)3m Celeb Chlng- Huey Lewis$10,000
Nami Santa Cruz CountySanta Cruz, CA501(c)(3)Operating Support$10,000
Orlando Health Foundation inOrlando, FL501(c)(3)At&t Shoot Out$10,000
Pacific Grove UsdPacific Grove, CAN/A - GOV'TGifted and Talented Education Prgm$10,000
Peacock AcresSalinas, CA501(c)(3)Foster Youth Learning Center$10,000
Positive Discipline CommunitySanta Cruz, CA501(c)(3)Operating Support$10,000
San Antonio Golf AssocSan Antonio, TX501(c)(3)At&t Chevron Shot-out$10,000
Santa Cruz Cnty Symphony AssoSanta Cruz, CA501(c)(3)Operating Support$10,000
Santa Cruz Education FndtnSanta Cruz, CA501(c)(3)Avid Tutor Program$10,000
Santa Cruz ShakespeareSanta Cruz, CA501(c)(3)Operating Support$10,000
Smile TrainNew York, NY501(c)(3)At&t Shoot-out$10,000
The Minneapolis FoundationMinneapolis, MN501(c)(3)Chevron Shoot Out$10,000
The Wahine ProjectPacific Grove, CA501(c)(3)Operating Support$10,000
Warrior Dog FoundationCooper, TX501(c)(3)3m Celebrity Challenge$10,000
Young LifeSalinas, CA501(c)(3)Youth Programs$10,000
Calvary Christian HsMonterey, CA501(c)(3)Capital Support$8,000
San Benito Historical SocietyHollister, CA501(c)(3)Capital Support$7,500
Los Arboles Middle SchoolMarina, CAN/A - GOV'TSchool Garden Program$7,000
Monterey Elks Lodge YouthMonterey, CA501(c)(3)Service Organization Donation$6,000
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
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
Accrued Liabilities$153,513
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
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, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“The following officers/directors have a business relationship with another officer/director: clint eastwood; william perocchi; heidi ueberroth; and peter ueberroth.the following officers/directors have a family relationship with another officer/director: heidi ueberroth and peter ueberroth.”

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

“The 990 draft is reviewed internally by management, which included Steve John, CEO and Morgan Matthews, Director of Finance. The 990 is then distributed to the audit committee for approval. Once all comments and questions are addressed by Hayashi Wayland the return is filed. Before the return is filed, a copy is made available to the Board of Directors.”

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

“The Conflict of Interest Declarations are updated on an annual basis and all officers, directors, and employees are encouraged to report any changes in their written declaration form immediately. Management retains the declarations and ensures that any decisions made by the officers, directors, and employees are executed based on the policy. Any instances of non-compliance are immediately reported to the Chairman and Vice Chairman of the Board of Directors.”

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

“The ceo's salary was set through the contract that was agreed to at the time of hiring. The range was discussed, decided and agreed upon by the board of directors. A subsequent adjustment was made since the ceo's original contract was set. It was agreed upon by the executive committee.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“Compensation of other officers or key employees is reviewed annually by the ceo and/or the board of directors and based on performance.”

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

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Monterey Peninsula Foundation
EIN
94-2541783
Phone
8316491533
Address
1 LOWER RAGSDALE DRIVE BLDG 3, MONTEREY, CA 93940

Signing Officer

Name
Morgan Matthews
Title
Finance Drctr
Signed
2017-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve John
Formed
1978
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
20
Volunteers
2,019

Preparer

Firm
HAYASHI WAYLAND Accounting & Consulting
Address
1188 Padre Drive Suite 101, Salinas, CA 93901
Preparer
Mike Nolan CPA
Phone
8317596300
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“Management has considered its tax positions and believes that all of the positions taken in its federal and state exempt organization tax returns are more likely than not to be sustained upon examination. The foundation's returns are subject to examination by federal and state taxing authorities, generally for three years and four years, respectively, after they are filed.”

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

“Investment advisory service fees $278847 cost of direct expenses - pro am $13991801”

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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/OtherRevenueMiscGrp/TotalRevenueColumnAmt1-1732
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt0-1732
IRS990/OtherRevenueTotalAmt0403155
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0751877
IRS990/OtherSalariesAndWagesGrp/TotalAmt0751877
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt089609
IRS990/PayrollTaxesGrp/TotalAmt089609
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt087947
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0113750
IRS990/PrincipalOfficerNm0STEVE JOHN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0711210
IRS990/ProgramServiceRevenueGrp/Desc0AT&T PEBBLE BEACH NTNL
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt024339857
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt024339857
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01517972
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt010804911
IRS990/PYInvestmentIncomeAmt0786270
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt013608953
IRS990/PYOtherRevenueAmt0396048
IRS990/PYProgramServiceRevenueAmt023591624
IRS990/PYRevenuesLessExpensesAmt0371152
IRS990/PYSalariesCompEmpBnftPaidAmt01506898
IRS990/PYTotalExpensesAmt025920762
IRS990/PYTotalRevenueAmt026291914
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-1987987
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,392,914
Liabilities
$4,518,446
Net assets
$38,874,468
Revenue
$27,359,943
Expenses
$29,347,930
Net income
-$1,987,987
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$50.7$8.07$42.6$19.3$21.4$2.06
2024Detailed filing. Detailed filing data is available for this year.$51.2$9.65$41.5$21.5$22.2$0.74
2023Detailed filing. Detailed filing data is available for this year.$46.9$6.96$39.9$44.9$50.2$5.34
2022Detailed filing. Detailed filing data is available for this year.$49.4$5.90$43.5$46.4$44.2$2.27
2021Detailed filing. Detailed filing data is available for this year.$50.4$5.47$44.9$28.3$27.9$0.35
2020Detailed filing. Detailed filing data is available for this year.$43.0$6.92$36.0$38.8$39.8$0.98
2019Detailed filing. Detailed filing data is available for this year.$46.4$10.2$36.2$38.5$42.3$3.86
2018Detailed filing. Detailed filing data is available for this year.$46.8$7.72$39.1$36.3$38.1$1.84
2017Detailed filing. Detailed filing data is available for this year.$43.4$4.52$38.9$27.4$29.3$1.99
2016Detailed filing. Detailed filing data is available for this year.$41.3$3.54$37.8$26.3$25.9$0.37
2015Detailed filing. Detailed filing data is available for this year.$42.3$3.43$38.9$25.0$23.8$1.26
2014Detailed filing. Detailed filing data is available for this year.$43.6$3.69$39.9$11.2$10.7$0.50