Civic Intelligence

Monterey Peninsula Foundation

990 • Fiscal year 2021 • EIN 94-2541783

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 15, 2021

Organization ProfileWWW.MONTEREYPENINSULAFOUNDATION.ORG

View Organization Page

5 Mandeville Court Ste 101Monterey, CA 93940

(831) 649-1533

Siviq Scores

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

Liabilities / Assets

34th percentile

0.11x

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

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

34th percentile

0.19x

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

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Net Margin

25th percentile

1.2%

Higher net margin than 25% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

53rd percentile

$354,824

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Asset Growth

64th percentile

17%

Faster asset growth than 64% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

8th percentile

-27%

Faster revenue growth than 8% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$50,385,331

Up $7,434,786 (+17%) from 2020

Net Assets

Up

$44,912,023

Up $8,880,774 (+25%) from 2020

Liabilities

Down

$5,473,308

Down $1,445,988 (-21%) from 2020

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin25th percentile

Revenue

Down

$28,291,060

Down $10,558,632 (-27%) from 2020

Expenses

Down

$27,939,277

Down $11,892,841 (-30%) from 2020

Net Income

Up

$351,783

Up $1,334,209 (+136%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2021

Assets$50,385,331
Liabilities$5,473,308
Net Assets$44,912,023
Open 2021 Filing

Operations Trend

Revenue Growth8th 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

2021

Revenue$28,291,060
Expenses$27,939,277
Net Income$351,783
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 15, 2021
Return Version
2020v4.0
Gross Receipts
$36,582,486
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$26,118,602$26,595,925▲ $477,323
Investments in Publicly Traded Securities$7,888,907$14,376,654▲ $6,487,747
Cash and Non-Interest-Bearing Accounts$2,696,993$6,640,974▲ $3,943,981
Land, Buildings, and Equipment, Net$2,600,227$1,927,621▼ $672,606
Accounts Receivable$404,129$471,628▲ $67,499
Inventories for Sale or Use$470,027$207,396▼ $262,631
Prepaid Expenses and Deferred Charges$2,626,717$102,532▼ $2,524,185
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$42,950,545$50,385,331▲ $7,434,786
Other Assets Total$144,943$62,601▼ $82,342
Liabilities
Deferred Revenue$1,920,140$3,562,440▲ $1,642,300
Grants Payable$4,267,692$976,610▼ $3,291,082
Accounts Payable and Accrued Expenses$731,464$934,258▲ $202,794
Total Liabilities$6,919,296$5,473,308▼ $1,445,988
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$36,031,249$44,912,023▲ $8,880,774
Total Net Assets Fund Balance$36,031,249$44,912,023▲ $8,880,774
Total Liabilities and Net Assets / Fund Balance$42,950,545$50,385,331▲ $7,434,786

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,473,564$3,131,472$4,605,036
Equipment$454,057-$454,057
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Steve JohnCEOFT$308,542$46,282$354,824
Morgan FalorExecutive DirectorFT$163,226$29,587$192,813
Lesley VarneyDirector MarketingFT$144,305$38,617$182,922
Mary GunnDirector PhilanthropyFT$113,871$26,532$140,403

Board Members and Trustees

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

Highest Paid Contractors

ContractorServicesLocationCompensation
Hns Sports Group LLCTournament Consultant5760 MEMORIAL DRIVE, Dublin, OH 43017$259,300
Rrmc Holdings LLCRent2450 S CABRILLO HWY SUITE 200, Half Moon Bay, CA 94019$143,284
Revenue and Support

Revenue Composition

Contributions and Grants
$2,573,725
Program Service Revenue
$25,120,237
Investment Income
$617,844
Other Revenue
$-20,746
All Other Contributions
$2,573,725
Change in Net Assets
$351,783

Audited Revenue Reconciliation

Revenue per Audited Statements
$28,012,904
Revenue Not Reported on Financial Statements
$278,156
Revenue Not Reported on Form 990
$-5,086,292
Total Revenue per Audited Statements
$22,926,612
Total Revenue per Form 990
$28,291,060
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$15,135,760
Grants and Similar Amounts Paid$10,836,684
Salaries, Compensation, and Employee Benefits$1,966,833
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$10,836,684--$10,836,684
Other Salaries and Wages-$956,935-$956,935
Depreciation Depletion-$671,930-$671,930
Current Officers, Directors, Trustees, and Key Employees-$573,173-$573,173
Other Employee Benefits-$339,102-$339,102
Fees for Service Investment Mgmnt Fees-$278,156-$278,156
Occupancy-$204,588-$204,588
Other Expenses$134,953--$134,953
Fees for Services Other-$132,542-$132,542
Information Technology-$104,037-$104,037
Office Expenses-$98,460-$98,460
Payroll Taxes-$97,623-$97,623
Insurance-$20,330-$20,330
All Other Expenses-$9,144-$9,144
Advertising-$702-$702
Travel-$588-$588
Total Functional Expenses$24,451,967$3,487,310$0$27,939,277

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$27,939,277
Expenses Not Reported on Financial Statements$14,222,839
Total Expenses per Audited Statements$14,045,838
Other Expense Adjustments$13,944,683
Expenses per Audited Statements$13,716,438
Expenses Not Reported on Form 990$329,400
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
See AttachmentMonterey, CAsee attachmentSee Attachment$10,836,684
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 Falor, 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
5 MANDEVILLE COURT STE 101, MONTEREY, CA 93940

Signing Officer

Name
Steve John
Title
CEO
Signed
2021-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve John
Formed
1978
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
17
Volunteers
1,400

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

“Cost of direct expenses - pro am $8662993 cost of direct expenses - pure $5281690”

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IRS990/Form990PartVIISectionAGrp/PersonNm4CLINT EASTWOOD
IRS990/Form990PartVIISectionAGrp/PersonNm5PETER UEBERROTH
IRS990/Form990PartVIISectionAGrp/PersonNm6LORI LEE
IRS990/Form990PartVIISectionAGrp/PersonNm7JERRY YANG
IRS990/Form990PartVIISectionAGrp/PersonNm8MURRAY DEMO
IRS990/Form990PartVIISectionAGrp/PersonNm9WILLIAM PEROCCHI
IRS990/Form990PartVIISectionAGrp/PersonNm10DOUG MACKENZIE
IRS990/Form990PartVIISectionAGrp/PersonNm11HEIDI UEBERROTH
IRS990/Form990PartVIISectionAGrp/PersonNm12DAVID GILL
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIR. MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIR. PHILANTHROPY
IRS990/Form990PartVIISectionAGrp/TitleTxt4Chairman
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
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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/OtherExpensesGrp/Desc3TENTS
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IRS990/OtherRevenueMiscGrp/Desc1MAKENA CAPITAL SPLITTER X
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt013354
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1-34100
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IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt1-34100
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IRS990/PrincipalOfficerNm0STEVE JOHN
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IRS990/ProgramServiceRevenueGrp/Desc1PURE INS CHAMPIONSHIP
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0779562
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt03045950

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$50,385,331
Liabilities
$5,473,308
Net assets
$44,912,023
Revenue
$28,291,060
Expenses
$27,939,277
Net income
$351,783
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