Civic Intelligence

Monterey Peninsula Foundation

990T • Fiscal year 2021 • EIN 94-2541783

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 16, 2021

5 Mandeville Court Ste 101Monterey, CA 93940

(831) 649-1533

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

Latest loaded filing

2025

Assets$50,692,748
Liabilities$8,068,314
Net Assets$42,624,434

Operations Trend

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

Latest loaded filing

2025

Revenue$19,338,570
Expenses$21,396,299
Net Income-$2,057,729
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 16, 2021
Return Version
2020v1.0
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."

Filing and Contact Details

Filer

Filer Name
Monterey Peninsula Foundation
EIN
94-2541783
Phone
8316491533
Address
5 MANDEVILLE COURT STE 101, MONTEREY, CA 93940

Signing Officer

Name
Steve John
Title
CEO
Signed
2021-11-16
Discuss with paid preparer
Yes

Preparer

Firm
HAYASHI WAYLAND Accounting & Consulting
Address
1188 Padre Drive Suite 101, Salinas, CA 93901
Preparer
Mike Nolan CPA
Phone
8317596300
Raw XML Appendix65 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.

Path#Value
IRS990T/BooksInCareOfDetail/PersonNm0MORGAN FALOR
IRS990T/BooksInCareOfDetail/PhoneNum08316491533
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt05 MANDEVILLE COURT STE 101
IRS990T/BooksInCareOfDetail/USAddress/CityNm0MONTEREY
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd093940
IRS990T/BookValueAssetsEOYAmt050385331
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990TScheduleA/PrincipalBusinessActivityCd0900099
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-20746
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-20746
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0-20746
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENT
IRS990TScheduleA/UBIBeforeNOLDedAmt0-20746
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-20746
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt00
IRS990T/TaxExemptInterestAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt0-20746
IRS990T/TotalUBTIBeforeSection199AAmt0-20746
IRS990T/TotalUBTIComputedAmt0-20746
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVE JOHN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTEREY PENINSULA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0942541783
ReturnHeader/Filer/PhoneNum08316491533
ReturnHeader/Filer/USAddress/AddressLine1Txt05 MANDEVILLE COURT STE 101
ReturnHeader/Filer/USAddress/CityNm0MONTEREY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093940
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201939256
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAYASHI WAYLAND Accounting & Consulting
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01188 Padre Drive Suite 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Salinas
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093901
ReturnHeader/PreparerPersonGrp/PhoneNum08317596300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mike Nolan CPA
ReturnHeader/ReturnTs02021-11-16T13:51:53-08:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEVE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JOHN
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings