Civic Intelligence

Monterey Peninsula Foundation

990 • Fiscal year 2020 • EIN 94-2541783

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 13, 2020

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

39th percentile

0.16x

Higher debt load relative to assets than 39% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

30th percentile

0.18x

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

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Net Margin

27th percentile

-2.5%

Higher net margin than 27% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

74th percentile

$376,000

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Asset Growth

7th percentile

-7.5%

Faster asset growth than 7% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

45th percentile

0.9%

Faster revenue growth than 45% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$42,950,545

Down $3,495,046 (-7.5%) from 2019

Net Assets

Down

$36,031,249

Down $174,285 (-0.5%) from 2019

Liabilities

Down

$6,919,296

Down $3,320,761 (-32%) from 2019

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin27th percentile

Revenue

Up

$38,849,692

Up $365,393 (+0.9%) from 2019

Expenses

Down

$39,832,118

Down $2,515,054 (-5.9%) from 2019

Net Income

Up

-$982,426

Up $2,880,447 (+75%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth7th 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

2020

Assets$42,950,545
Liabilities$6,919,296
Net Assets$36,031,249
Open 2020 Filing

Operations Trend

Revenue Growth45th 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

2020

Revenue$38,849,692
Expenses$39,832,118
Net Income-$982,426
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 13, 2020
Return Version
2019v5.0
Gross Receipts
$45,675,298
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$26,971,814$26,118,602▼ $853,212
Investments in Publicly Traded Securities$10,420,727$7,888,907▼ $2,531,820
Cash and Non-Interest-Bearing Accounts$3,730,721$2,696,993▼ $1,033,728
Prepaid Expenses and Deferred Charges$2,291,174$2,626,717▲ $335,543
Land, Buildings, and Equipment, Net$1,891,163$2,600,227▲ $709,064
Inventories for Sale or Use$332,037$470,027▲ $137,990
Accounts Receivable$807,955$404,129▼ $403,826
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$46,445,591$42,950,545▼ $3,495,046
Other Assets Total-$144,943-
Liabilities
Grants Payable$6,835,658$4,267,692▼ $2,567,966
Deferred Revenue$2,888,659$1,920,140▼ $968,519
Accounts Payable and Accrued Expenses$515,740$731,464▲ $215,724
Total Liabilities$10,240,057$6,919,296▼ $3,320,761
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$36,205,534$36,031,249▼ $174,285
Total Net Assets Fund Balance$36,205,534$36,031,249▼ $174,285
Total Liabilities and Net Assets / Fund Balance$46,445,591$42,950,545▼ $3,495,046

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$2,047,729$2,558,524$4,606,253
Equipment$552,498-$552,498
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Steve JohnCEOFT$330,000$46,000$376,000
Morgan MatthewsExecutive DirectorFT$168,475$21,446$189,921
Lesley VarneyDirector MarketingFT$149,060$17,941$167,001
Mary GunnDirector PhilanthropyFT$118,740$23,267$142,007

Board Members and Trustees

NameTitle
Clint EastwoodChairman
Doug MackenzieVice Chairman
Peter UeberrothVice Chairman
David GillDirector
Greg JamisonDirector
Harris BartonDirector
Heidi UeberrothDirector
Jerry YangDirector
Lori LeeDirector
Murray DemoDirector
William PerocchiDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$2,370,508
Program Service Revenue
$36,512,734
Investment Income
$33,256
Other Revenue
$-66,806
All Other Contributions
$2,370,508
Change in Net Assets
$-982,426

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
Books and Publications-$77,945Replacement Cost
Food Inventory13$65,118Cost
Other Non Cash Contri Table9$9,531Cost
Total Noncash Contributions23$257,594-

Audited Revenue Reconciliation

Revenue per Audited Statements
$38,849,692
Revenue Not Reported on Form 990
$-23,539,850
Total Revenue per Audited Statements
$15,309,842
Total Revenue per Form 990
$38,849,692
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$25,587,091
Grants and Similar Amounts Paid$12,287,270
Salaries, Compensation, and Employee Benefits$1,957,757
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$12,287,270--$12,287,270
Other Expenses$3,448,110--$3,448,110
Other Salaries and Wages-$988,290-$988,290
Depreciation Depletion-$618,793-$618,793
Current Officers, Directors, Trustees, and Key Employees-$563,389-$563,389
Other Employee Benefits-$303,815-$303,815
Fees for Service Investment Mgmnt Fees-$274,673-$274,673
Occupancy-$206,694-$206,694
Information Technology-$135,471-$135,471
Fees for Services Other-$126,266-$126,266
Payroll Taxes-$102,263-$102,263
Office Expenses-$96,137-$96,137
All Other Expenses-$32,483-$32,483
Insurance-$20,346-$20,346
Travel-$2,227-$2,227
Advertising-$683-$683
Total Functional Expenses$36,360,588$3,471,530$0$39,832,118

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$39,832,118
Expenses Not Reported on Financial Statements$24,764,627
Other Expense Adjustments$24,764,627
Total Expenses per Audited Statements$15,484,127
Expenses per Audited Statements$15,067,491
Expenses Not Reported on Form 990$416,636
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
See AttachmentMonterey, CAsee attachmentSee Attachment$12,287,270
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-
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
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
Steve John
Title
CEO
Signed
2020-11-13
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
2,409

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 $274673 cost of direct expenses - pro am $17696690 cost of direct expenses - pure $6793264”

Raw XML AppendixShowing 400 of 635 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/PersonNm13DAVID GILL
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IRS990/Form990PartVIISectionAGrp/TitleTxt1Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIR. MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIR. PHILANTHROPY
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IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
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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/PrincipalOfficerNm0STEVE JOHN
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IRS990/ProgramServiceRevenueGrp/Desc1PURE INS CHAMPIONSHIP
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Filings

Displayed year

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

Open filing
Assets
$42,950,545
Liabilities
$6,919,296
Net assets
$36,031,249
Revenue
$38,849,692
Expenses
$39,832,118
Net income
-$982,426
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