Civic Intelligence

Monterey Peninsula Foundation

990 • Fiscal year 2019 • EIN 94-2541783

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 22, 2019

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

47th percentile

0.22x

Higher debt load relative to assets than 47% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

48th percentile

0.27x

Higher debt load relative to revenue than 48% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Net Margin

16th percentile

-10%

Higher net margin than 16% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

71st percentile

$350,508

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Asset Growth

28th percentile

-0.7%

Faster asset growth than 28% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

57th percentile

6.0%

Faster revenue growth than 57% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$46,445,591

Down $328,083 (-0.7%) from 2018

Net Assets

Down

$36,205,534

Down $2,852,817 (-7.3%) from 2018

Liabilities

Up

$10,240,057

Up $2,524,734 (+33%) from 2018

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin16th percentile

Revenue

Up

$38,484,299

Up $2,193,744 (+6.0%) from 2018

Expenses

Up

$42,347,172

Up $4,214,854 (+11%) from 2018

Net Income

Down

-$3,862,873

Down $2,021,110 (-110%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth28th 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

2019

Assets$46,445,591
Liabilities$10,240,057
Net Assets$36,205,534
Open 2019 Filing

Operations Trend

Revenue Growth57th 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

2019

Revenue$38,484,299
Expenses$42,347,172
Net Income-$3,862,873
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 22, 2019
Return Version
2018v3.1
Gross Receipts
$46,508,834
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 PURE INSURANCE CHAMPIONSHIP at Pebble Beach.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$24,711,679$26,971,814▲ $2,260,135
Investments in Publicly Traded Securities$15,014,309$10,420,727▼ $4,593,582
Cash and Non-Interest-Bearing Accounts$3,039,736$3,730,721▲ $690,985
Prepaid Expenses and Deferred Charges$1,105,662$2,291,174▲ $1,185,512
Land, Buildings, and Equipment, Net$1,937,324$1,891,163▼ $46,161
Accounts Receivable$689,697$807,955▲ $118,258
Inventories for Sale or Use$275,267$332,037▲ $56,770
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$46,773,674$46,445,591▼ $328,083
Other Assets Total-$0-
Liabilities
Grants Payable$4,733,136$6,835,658▲ $2,102,522
Deferred Revenue$2,742,637$2,888,659▲ $146,022
Accounts Payable and Accrued Expenses$155,418$395,038▲ $239,620
Other Liabilities$84,132$120,702▲ $36,570
Total Liabilities$7,715,323$10,240,057▲ $2,524,734
Net Assets / Fund Balance
Unrestricted Net Assets$39,058,351$36,205,534▼ $2,852,817
Total Net Assets Fund Balance$39,058,351$36,205,534▼ $2,852,817
Total Liabilities and Net Assets / Fund Balance$46,773,674$46,445,591▼ $328,083

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,005,018$2,294,094$3,299,112
Equipment$886,145-$886,145
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Steve JohnCEOFT$305,000$45,508$350,508
Morgan MatthewsExecutive DirectorFT$154,550$20,957$175,507
Mary GunnDirector PhilanthropyFT$114,171$23,267$137,438
Lesley VarneyDirector MarketingFT$119,411$17,941$137,352

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
Revenue and Support

Revenue Composition

Contributions and Grants
$2,484,528
Program Service Revenue
$35,226,018
Investment Income
$742,949
Other Revenue
$30,804
All Other Contributions
$2,484,528
Change in Net Assets
$-3,862,873

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
Other Non Cash Contri Table1$105,000Replacement Cost
Other Non Cash Contri Table1$52,350Replacement Cost
Books and Publications-$50,931Replacement Cost
Food Inventory9$48,092Cost
Clothing and Household Goods-$15,695Replacement Cost
Other Non Cash Contri Table1$5,500Replacement Cost
Other Non Cash Contri Table4$2,080Cost
Total Noncash Contributions16$279,648-

Audited Revenue Reconciliation

Revenue per Audited Statements
$38,484,299
Revenue Not Reported on Form 990
$-22,754,929
Total Revenue per Audited Statements
$15,729,370
Total Revenue per Form 990
$38,484,299
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$24,890,799
Grants and Similar Amounts Paid$15,563,834
Salaries, Compensation, and Employee Benefits$1,892,539
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$15,563,834--$15,563,834
Other Expenses$3,459,157--$3,459,157
Other Salaries and Wages-$987,751-$987,751
Current Officers, Directors, Trustees, and Key Employees-$557,719-$557,719
Depreciation Depletion-$523,025-$523,025
Fees for Service Investment Mgmnt Fees-$282,166-$282,166
Other Employee Benefits-$243,733-$243,733
Occupancy-$212,109-$212,109
Office Expenses-$117,988-$117,988
Fees for Services Other-$112,908-$112,908
Information Technology-$109,276-$109,276
Payroll Taxes-$103,336-$103,336
All Other Expenses-$24,988-$24,988
Insurance-$19,197-$19,197
Travel-$4,565-$4,565
Advertising-$1,758-$1,758
Total Functional Expenses$39,046,653$3,300,519$0$42,347,172

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$42,347,172
Expenses Not Reported on Financial Statements$24,184,565
Other Expense Adjustments$24,184,565
Total Expenses per Audited Statements$18,582,187
Expenses per Audited Statements$18,162,607
Expenses Not Reported on Form 990$419,580
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
See AttachmentMonterey, CASee AttachmentSee Attachment$15,225,038
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$120,702
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, Executive Director. The 990 is then distributed to the audit committee. The 990 is reviewed by the audit committee and then distributed to the entire board for review and comment. Once all comments and questions are addressed by Hayashi Wayland the return is filed.”

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. Subsequent adjustments have been made since the ceo's original contract was set. They were 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
Executive Director
Signed
2019-11-22
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
19
Volunteers
2,550

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 $282166 cost of direct expenses - pro am $17430373 cost of direct expenses - pure $6472026”

Raw XML AppendixShowing 400 of 661 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/Desc0THE MONTEREY PENINSULA FOUNDATION ENHANCES THE QUALITY OF LIFE IN MONTEREY COUNTY AND SURROUNDING AREAS THROUGH STRATEGIC DISBURSEMENT OF CHARITABLE FUNDS GENERATED BY HOSTING THE AT&T PEBBLE BEACH PRO-AM AND THE PURE INSURANCE CHAMPIONSHIP AT PEBBLE BEACH. THE FOUNDATION PROVIDED 164 GRANTS, 97 TOURNAMENT RELATED GIFTS, 28 SERVICE ORGANIZATION DONATIONS, AND 37 SPONSORSHIPS AND OTHER GIFTS DURING FISCAL YEAR ENDING 6/30/19.
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IRS990/Form990PartVIISectionAGrp/PersonNm5WILLIAM PEROCCHI
IRS990/Form990PartVIISectionAGrp/PersonNm6DOUG MACKENZIE
IRS990/Form990PartVIISectionAGrp/PersonNm7HEIDI UEBERROTH
IRS990/Form990PartVIISectionAGrp/PersonNm8GREG JAMISON
IRS990/Form990PartVIISectionAGrp/PersonNm9GEOFF COUCH
IRS990/Form990PartVIISectionAGrp/PersonNm10HARRIS BARTON
IRS990/Form990PartVIISectionAGrp/PersonNm11STEVE JOHN
IRS990/Form990PartVIISectionAGrp/PersonNm12MORGAN MATTHEWS
IRS990/Form990PartVIISectionAGrp/PersonNm13MARY GUNN
IRS990/Form990PartVIISectionAGrp/PersonNm14LESLEY VARNEY
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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt12Executive Dir.
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IRS990/Form990PartVIISectionAGrp/TitleTxt14DIR. MARKETING
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IRS990/MembersOrStockholdersInd0false
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IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To 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 PURE INSURANCE CHAMPIONSHIP at Pebble Beach.
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IRS990/OnBehalfOfIssuerInd0false
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IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt0243733
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IRS990/OtherExpensesGrp/Desc1PRIZE FUND
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IRS990/OtherRevenueMiscGrp/Desc0HIGH VISTA II LTD PTRSHP
IRS990/OtherRevenueMiscGrp/Desc1MAKENA CAPITAL SPLITTER X
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0102433
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1-71629
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IRS990/OtherSalariesAndWagesGrp/TotalAmt0987751
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02291174
IRS990/PrincipalOfficerNm0STEVE JOHN
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IRS990/ProgramServiceRevenueGrp/BusinessCd1711210
IRS990/ProgramServiceRevenueGrp/Desc0AT&T PEBBLE BEACH NTNL
IRS990/ProgramServiceRevenueGrp/Desc1PURE INS CHAMPIONSHIP
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0755218

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$46,445,591
Liabilities
$10,240,057
Net assets
$36,205,534
Revenue
$38,484,299
Expenses
$42,347,172
Net income
-$3,862,873
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