Civic Intelligence

Point Lobos Foundation

990 • Fiscal year 2015 • EIN 94-2546064

Jan 01, 2015 to Dec 31, 2015 • Filed on Oct 21, 2016

Organization Profilewww.pointlobos.org
PO Box 221789Carmel, CA 93922

(866) 338-7227

Siviq Scores

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

Liabilities / Assets

31st percentile

0.02x

Higher debt load relative to assets than 31% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

36th percentile

0.05x

Higher debt load relative to revenue than 36% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

9th percentile

-34%

Higher net margin than 9% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

7th percentile

-17%

Faster asset growth than 7% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

41st percentile

0.2%

Faster revenue growth than 41% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,180,252

Down $233,675 (-17%) from 2014

Net Assets

Down

$1,153,648

Down $207,964 (-15%) from 2014

Liabilities

Down

$26,604

Down $25,711 (-49%) from 2014

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin9th percentile

Revenue

Up

$522,489

Up $1,108 (+0.2%) from 2014

Expenses

Up

$699,021

Up $128,233 (+22%) from 2014

Net Income

Down

-$176,532

Down $127,125 (-257%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,386,730Liabilities 2011: $20,944Net Assets 2011: $1,365,7862011Assets 2012: $1,403,373Liabilities 2012: $16,350Net Assets 2012: $1,387,0232012Assets 2013: $1,438,475Liabilities 2013: $25,640Net Assets 2013: $1,412,8352013Assets 2014: $1,413,927Liabilities 2014: $52,315Net Assets 2014: $1,361,6122014Assets 2015: $1,180,252Liabilities 2015: $26,604Net Assets 2015: $1,153,6482015Assets 2016: $1,379,066Liabilities 2016: $24,754Net Assets 2016: $1,354,3122016Assets 2017: $1,365,077Liabilities 2017: $35,724Net Assets 2017: $1,329,3532017Assets 2018: $1,220,965Liabilities 2018: $35,236Net Assets 2018: $1,185,7292018Assets 2019: $1,449,950Liabilities 2019: $32,424Net Assets 2019: $1,417,5262019Assets 2020: $1,621,282Liabilities 2020: $255,937Net Assets 2020: $1,365,3452020Assets 2021: $1,881,850Liabilities 2021: $208,106Net Assets 2021: $1,673,7442021Assets 2022: $1,690,469Liabilities 2022: $121,790Net Assets 2022: $1,568,6792022Assets 2023: $2,087,264Liabilities 2023: $107,663Net Assets 2023: $1,979,6012023Assets 2024: $2,326,096Liabilities 2024: $53,736Net Assets 2024: $2,272,3602024

Highlighted filing

2015

Assets$1,180,252
Liabilities$26,604
Net Assets$1,153,648
Open 2015 Filing

Operations Trend

Revenue Growth41st percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $278,058Expenses 2011: $261,779Net Income 2011: $16,2792011Revenue 2012: $346,764Expenses 2012: $358,736Net Income 2012: -$11,9722012Revenue 2013: $511,681Expenses 2013: $430,849Net Income 2013: $80,8322013Revenue 2014: $521,381Expenses 2014: $570,788Net Income 2014: -$49,4072014Revenue 2015: $522,489Expenses 2015: $699,021Net Income 2015: -$176,5322015Revenue 2016: $710,530Expenses 2016: $514,435Net Income 2016: $196,0952016Revenue 2017: $665,748Expenses 2017: $747,410Net Income 2017: -$81,6622017Revenue 2018: $755,484Expenses 2018: $786,972Net Income 2018: -$31,4882018Revenue 2019: $1,036,355Expenses 2019: $949,940Net Income 2019: $86,4152019Revenue 2020: $565,178Expenses 2020: $703,758Net Income 2020: -$138,5802020Revenue 2021: $723,760Expenses 2021: $511,251Net Income 2021: $212,5092021Revenue 2022: $790,831Expenses 2022: $719,758Net Income 2022: $71,0732022Revenue 2023: $922,122Expenses 2023: $648,966Net Income 2023: $273,1562023Revenue 2024: $1,048,888Expenses 2024: $851,114Net Income 2024: $197,7742024

Highlighted filing

2015

Revenue$522,489
Expenses$699,021
Net Income-$176,532
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Oct 21, 2016
Return Version
2015v2.0
Gross Receipts
$895,982
Mission and Program Overview

Mission

Invested in the appreciation and preservation of Point Lobos Natural Reserve, the crown jewel of California's State Parks.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,037,720$963,415▼ $74,305
Cash and Non-Interest-Bearing Accounts$36,370$51,207▲ $14,837
Accounts Receivable$10,000$39,350▲ $29,350
Savings and Temporary Cash Investments$113,215$38,973▼ $74,242
Land, Buildings, and Equipment, Net$184,693$34,773▼ $149,920
Intangible Assets$9,639$26,819▲ $17,180
Inventories for Sale or Use$21,814$25,454▲ $3,640
Prepaid Expenses and Deferred Charges$476$261▼ $215
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Total Assets$1,413,927$1,180,252▼ $233,675
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$52,315$26,604▼ $25,711
Total Liabilities$52,315$26,604▼ $25,711
Net Assets / Fund Balance
Unrestricted Net Assets$1,140,480$918,211▼ $222,269
Temporarily Rstr Net Assets$221,132$235,437▲ $14,305
Total Net Assets Fund Balance$1,361,612$1,153,648▼ $207,964
Total Liabilities and Net Assets / Fund Balance$1,413,927$1,180,252▼ $233,675

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$34,385$63,509$97,894
Other Land Buildings$388$23,603$23,991
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Augie LouisPresident
Cynthia VernonVice President
Cynthia GarfieldDirector
Diana NicholsDirector
Fred BrownDirector
Jay SinclairDirector
Jeff JohnsonDirector
Jim RurkaDirector
Jim WestbrookDirector
John DrumDirector
Kit ArmstrongDirector
Stella RabautDirector
Sue AddlemanDirector
Bill EckertSecretary
Patty ParkerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$420,326
Program Service Revenue
$0
Investment Income
$42,074
Other Revenue
$60,089
All Other Contributions
$319,805
Change in Net Assets
$-176,532

Audited Revenue Reconciliation

Revenue per Audited Statements
$533,587
Revenue Not Reported on Financial Statements
$-11,098
Revenue Not Reported on Form 990
$-41,317
Other Revenue Adjustments
$-11,098
Total Revenue per Audited Statements
$492,270
Total Revenue per Form 990
$522,489
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$326,043
Other Expenses$197,198
Salaries, Compensation, and Employee Benefits$175,780
Total Fundraising Expense$75,343
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$326,043--$326,043
Other Salaries and Wages$81,353$14,400$54,144$149,897
Fees for Services Accounting$7,050$16,977-$24,027
Depreciation Depletion$14,298-$820$15,118
Office Expenses$4,005$4,913$4,904$13,822
Other Employee Benefits$7,102$3,612$2,750$13,464
Payroll Taxes$6,009$1,971$4,439$12,419
Other Expenses$8,353$40$1,670$10,063
Fees for Service Investment Mgmnt Fees-$9,883-$9,883
Conferences and Meetings$3,573$4,171$205$7,949
All Other Expenses$350$481$5,546$6,377
Insurance-$3,336-$3,336
Information Technology-$399$179$578
Total Functional Expenses$563,495$60,183$75,343$699,021

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$700,234
Total Expenses per Form 990$699,021
Expenses per Audited Statements$689,136
Expenses Not Reported on Form 990$11,098
Expenses Not Reported on Financial Statements$9,885
Other Expense Adjustments$9,885
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
CA State ParksMonterey, CA-Operations$187,899
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$11,098
Fundraising Gross Income$5,155
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
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
No
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 6: Explanation of Classes of Members or Shareholder

“Organization has members who elect the Directors.”

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

“Board members are provided a copy of the tax return prior to filing and questions, if any, are addressed by the Treasurer prior to filing. The Board gives final approval of the Form 990.”

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

“Each member signs a letter annually, stating they do not have a conflict as defined in the conflict of interest policy. These letters are maintained and monitored by the Secretary.”

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

“The Executive Committee reviews and approves the Organization's three employees compensation annually.”

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

“Upon written request the governing docs, policies, and financial statements are made available at the Organization's Administrative Office. The Form 990 is available on the Foundation's website at www.pointlobos.org”

Form 990, Part VI, Section B, Line 15A

“The answer to this question 15a is N/A, not applicable. The computer tax program used to complete the organization's tax return does not allow N/A as an answer to this question. The Organization does not have a CEO, executive director, or top management individual. The Executive Committee reviews and approves the Organization's three employees compensation annually.”

Filing and Contact Details

Filer

Filer Name
Point Lobos Foundation
EIN
94-2546064
Phone
8663387227
Address
PO Box 221789, Carmel, CA 93922

Signing Officer

Name
Cynthia Vernon
Title
Vice President
Signed
2016-10-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cynthia Vernon
Formed
1978
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
3
Volunteers
100

Preparer

Firm
Mcgilloway Ray Brown & Kaufman
Address
379 WEST MARKET STREET, SALINAS, CA 93901
Preparer
Patricia M Kaufman CPA
Phone
8314242737
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“OTHER PROGRAM SERVICES 4: RESERVE STEWARDSHIP INCLUDING TRAIL IMPROVEMENTS, FACILITY MAINTENANCE, REPAIRS AND IMPROVEMENTS, INSURANCE OF CULTURAL AND HISTORICAL ITEMS AND SUPPORT OF THE CARMEL AREA GENERAL PLAN. OTHER PROGRAM SERVICES 5: Youth Programs including funding transportation for school groups to visit Point Lobos, development of an educational and interpretive IPAD application to enhance shcoll programs and support of a summer adventure program for children.”

Form 990, Part V, Question 1C

“The answer to question 1C is N/A, not applicable. The computer tax program used to complete the organization's tax return does not allow N/A as an answer to this question.”

Financial Statement Notes

Part III, Line 1A: If organization elected under SFAS 116 to not report are, historical treasures, O

“The Organization's collections are made up of artifacts of historical significance, scientific specimens, and art objects that are held for educational and curatorial purposes. Each of the items is cataloged, preserved and cared for, and activities verifying their existence and assessing their condition are performed continuously. The majority of the collection is on a long term loan to California Department of Parks and Recreation, for display at The Whaler's Cabin and the Whaling Station Museum buildings at Point Lobos State Natural Reserve. The objects in the collection were acquired over several years and have an appraised value of $142,905. No collection items were deaccessioned in 2015.”

Part III, Line 4: Description of organization'S collections and how it furthers its purpose.

“The Organization's collections are made up of artifacts of historical significance, scientific specimens, and art objects that are held for educational and curatorial purposes. Each of the items is cataloged, preserved and cared for, and activities verifying their existence and assessing their condition are performed continuously. The majority of the collection is on a long term loan to California Department of Parks and Recreation, for display at The Whaler's Cabin and the Whaling Station Museum buildings at Point Lobos State Natural Reserve. The objects in the collection were acquired over several years and have an appraised value of $142,905. No collection items were deaccessioned in 2015.”

Part X : FIN48 Footnote

“Each year, management considers whether any material tax position the Organization has taken is more likely than not to be sustained upon examination by the applicable taxing authority. Management believes that any positions the Organization has taken are supported by substantial authority and, hence, do not need to be measured or disclosed in these financial statements.”

Part XII, Line 2D: Other expenses and losses per audited F/S

“Special Event Expenses $11098 Rounding $0”

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

“Invest Fees netted with Invest Income $9885”

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IRS990/Form990PartVIISectionAGrp/PersonNm13Sue Addleman
IRS990/Form990PartVIISectionAGrp/PersonNm14Cynthia Vernon
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IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Vice President
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IRS990/MissionDesc0Invested in the appreciation and preservation of Point Lobos Natural Reserve, the crown jewel of California's State Parks.
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt013464
IRS990/OtherExpensesGrp/Desc0Education & Outreach
IRS990/OtherExpensesGrp/Desc1Docent Program
IRS990/OtherExpensesGrp/Desc2Intern program
IRS990/OtherExpensesGrp/Desc3Membership costs
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IRS990/OtherExpensesGrp/FundraisingAmt11670
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IRS990/OtherExpensesGrp/ProgramServicesAmt130535
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IRS990/PrincipalOfficerNm0Cynthia Vernon
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IRS990/ProgSrvcAccomActy2Grp/Desc0POINT LOBOS FOUNDATION (THE ORGANIZATION) IS A CALIFORNIA NON-PROFIT PUBLIC BENEFIT CORPORATION FOUNDED IN FEBRUARY 1978. THE ORGANIZATION IS DEDICATED TO THE ADVANCEMENT OF VISITORS ENJOYMENT AND UNDERSTANDING OF POINT LOBOS STATE NATURAL RESERVE, TO PROTECT ITS NATURAL ENVIRONMENT FOR FUTURE GENERATIONS AND TO STRENGTHEN THE MONTEREY COUNTY NETWORK OF COASTAL CALIFORNIA STATE PARKS. ACTIVITIES INCLUDE FINANCIAL SUPPORT OF THE POINT LOBOS DOCENT PROGRAM, HOSTING OF PUBLIC INTERPRETIVE EVENTS AND PROGRAMS AND THE PUBLISHING OF MULTI-LINGUAL EDUCATIONAL AND INTERPRETIVE MATERIALS FOR VISITORS.
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Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,180,252
Liabilities
$26,604
Net assets
$1,153,648
Revenue
$522,489
Expenses
$699,021
Net income
-$176,532
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.33$0.05$2.27$1.05$0.85$0.20
2023Detailed filing. Detailed filing data is available for this year.$2.09$0.11$1.98$0.92$0.65$0.27
2022Detailed filing. Detailed filing data is available for this year.$1.69$0.12$1.57$0.79$0.72$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.88$0.21$1.67$0.72$0.51$0.21
2020Detailed filing. Detailed filing data is available for this year.$1.62$0.26$1.37$0.57$0.70$0.14
2019Detailed filing. Detailed filing data is available for this year.$1.45$0.03$1.42$1.04$0.95$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.22$0.04$1.19$0.76$0.79$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.37$0.04$1.33$0.67$0.75$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.38$0.02$1.35$0.71$0.51$0.20
2015Detailed filing. Detailed filing data is available for this year.$1.18$0.03$1.15$0.52$0.70$0.18
2014Detailed filing. Detailed filing data is available for this year.$1.41$0.05$1.36$0.52$0.57$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.44$0.03$1.41$0.51$0.43$0.08
2012Summary only. Only limited summary data is available for this year.$1.40$0.02$1.39$0.35$0.36$0.01
2011Summary only. Only limited summary data is available for this year.$1.39$0.02$1.37$0.28$0.26$0.02