Civic Intelligence

Point Lobos Foundation

990 • Fiscal year 2020 • EIN 94-2546064

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 10, 2021

Organization Profilewww.pointlobos.org
80 Garden Court 106Monterey, CA 93940

(866) 338-7227

Siviq Scores

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

Liabilities / Assets

58th percentile

0.16x

Higher debt load relative to assets than 58% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

75th percentile

0.45x

Higher debt load relative to revenue than 75% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

14th percentile

-25%

Higher net margin than 14% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

63rd percentile

$86,420

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 15.3% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

62nd percentile

12%

Faster asset growth than 62% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

9th percentile

-45%

Faster revenue growth than 9% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$1,621,282

Up $171,332 (+12%) from 2019

Net Assets

Down

$1,365,345

Down $52,181 (-3.7%) from 2019

Liabilities

Up

$255,937

Up $223,513 (+689%) from 2019

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin14th percentile

Revenue

Down

$565,178

Down $471,177 (-45%) from 2019

Expenses

Down

$703,758

Down $246,182 (-26%) from 2019

Net Income

Down

-$138,580

Down $224,995 (-260%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth62nd 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

2020

Assets$1,621,282
Liabilities$255,937
Net Assets$1,365,345
Open 2020 Filing

Operations Trend

Revenue Growth9th 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

2020

Revenue$565,178
Expenses$703,758
Net Income-$138,580
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 10, 2021
Return Version
2020v4.0
Gross Receipts
$961,808
Mission and Program Overview

Mission

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

Reserve stewardship, including natural and cultural resource protection and public use area improvements; educate and foster visitor appreciation of Point Lobos State Natural Reserve; support and train a docent corp of 200+ interpretive volunteers; and provide youth programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,133,946$1,272,185▲ $138,239
Cash and Non-Interest-Bearing Accounts$133,361$186,624▲ $53,263
Accounts Receivable$44,085$66,055▲ $21,970
Intangible Assets$35,883$32,183▼ $3,700
Inventories for Sale or Use$25,199$28,201▲ $3,002
Land, Buildings, and Equipment, Net$66,794$28,003▼ $38,791
Prepaid Expenses and Deferred Charges$10,682$8,031▼ $2,651
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 Other Securities-$0-
Investments Program Related-$0-
Total Assets$1,449,950$1,621,282▲ $171,332
Other Assets Total-$0-
Liabilities
Mortgage Notes Payable Secured by Investment Property-$219,468-
Accounts Payable and Accrued Expenses$32,424$36,469▲ $4,045
Total Liabilities$32,424$255,937▲ $223,513
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$817,158$911,668▲ $94,510
Net Assets With Donor Restrictions$600,368$453,677▼ $146,691
Total Net Assets Fund Balance$1,417,526$1,365,345▼ $52,181
Total Liabilities and Net Assets / Fund Balance$1,449,950$1,621,282▲ $171,332

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$10,682$59,319$70,001
Other Land Buildings$17,321$26,138$43,459
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kathleen LeeExecutive DirectorFT$86,420$86,420
Monta PotterInterm Exec DirectorPT$14,580$14,580

Board Members and Trustees

NameTitle
Karin StrattonPresident
Alan ShoebridgeDirector
Barb McGaugheyDirector
Castel OrtizDirector
Jim RurkaDirector
Kit ArmstrongDirector
Scott KurteffDirector
Betty MauruttoDocent Admin
Sean JamesParks Liaison
Danielle BraggSecretary
Holly CarlinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$497,306
Program Service Revenue
$0
Investment Income
$53,927
Other Revenue
$13,945
All Other Contributions
$341,331
Change in Net Assets
$-138,580
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$311,297
Grants and Similar Amounts Paid$220,495
Other Expenses$171,966
Total Fundraising Expense$122,022
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$220,495--$220,495
Other Salaries and Wages$85,660$32,598$46,109$164,367
Current Officers, Directors, Trustees, and Key Employees$52,637$20,030$28,333$101,000
Occupancy$15,400$11,389$8,317$35,106
Other Employee Benefits$12,896$3,754$8,505$25,155
Payroll Taxes$10,867$4,152$5,756$20,775
Office Expenses$11,692$1,407$5,109$18,208
Depreciation Depletion$15,817$795$827$17,439
Fees for Services Accounting$2,145$5,057$6,430$13,632
Information Technology$5,178$1,269$2,862$9,309
Fees for Service Investment Mgmnt Fees-$7,799-$7,799
Insurance$3,079$2,071$2,322$7,472
Fees for Services Other$2,988-$4,462$7,450
Travel$7,117--$7,117
All Other Expenses$5,093$58$456$5,607
Other Expenses$4,885--$4,885
Advertising$593-$2,171$2,764
Conferences and Meetings$163$2,058$363$2,584
Total Functional Expenses$489,299$92,437$122,022$703,758
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
CA State ParksMonterey, CA-Operations$220,495
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
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 11B: Form 990 Review Process

“Board members are provided a copy of the tax return prior to filing.”

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 15A: Compensation Review & Approval Process - CEO, Top Management

“The Executive Committee and/or Organizational Capacity & Performance Committee reviews and approves the Organization's employee compensation annually.”

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

“The Executive Committee and/or Organizational Capacity & Performance Committee reviews and approves the Organization's employee compensation annually.”

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

“The audited financial statements, Form 990 and public meeting minutes are made available to the general public on the Foundation's website. Governing documents and the conflict of interest policy are available upon request.”

Filing and Contact Details

Filer

Filer Name
Point Lobos Foundation
EIN
94-2546064
Phone
8663387227
Address
80 Garden Court 106, Monterey, CA 93940

Signing Officer

Name
Karin Stratton
Title
President
Signed
2021-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karin Stratton
Formed
1978
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
6
Volunteers
230

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: Youth Programs including funding transportation for school groups to visit Point Lobos through docent programs along with funding for State Parks Summer Adventure Program, PORTS Program and Junior Rangers Program for children.”

Financial Statement Notes

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

“The Foundation's collections are made up of artifacts of historical significance, scientific specimens, and art objects that are held for educational and curatorial purposes. These items are 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 2020.”

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 2020.”

Raw XML AppendixShowing 400 of 578 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
IRS990/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt032424
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt036469
IRS990/AccountsReceivableGrp/BOYAmt044085
IRS990/AccountsReceivableGrp/EOYAmt066055
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Reserve stewardship, including natural and cultural resource protection and public use area improvements; educate and foster visitor appreciation of Point Lobos State Natural Reserve; support and train a docent corp of 200+ interpretive volunteers; and provide youth programs.
IRS990/AdvertisingGrp/FundraisingAmt02171
IRS990/AdvertisingGrp/ProgramServicesAmt0593
IRS990/AdvertisingGrp/TotalAmt02764
IRS990/AllOtherContributionsAmt0341331
IRS990/AllOtherExpensesGrp/FundraisingAmt0456
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt058
IRS990/AllOtherExpensesGrp/ProgramServicesAmt05093
IRS990/AllOtherExpensesGrp/TotalAmt05607
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0false
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Kathleen Lee
IRS990/BooksInCareOfDetail/PhoneNum08663387227
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt080 Garden Court Suite 106
IRS990/BooksInCareOfDetail/USAddress/CityNm0Monterey
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd093940
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0133361
IRS990/CashNonInterestBearingGrp/EOYAmt0186624
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0true
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt028333
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt020030
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt052637
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0101000
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/FundraisingAmt0363
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt02058
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0163
IRS990/ConferencesMeetingsGrp/TotalAmt02584
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt08876
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0497306
IRS990/CYGrantsAndSimilarPaidAmt0220495
IRS990/CYInvestmentIncomeAmt053927
IRS990/CYOtherExpensesAmt0171966
IRS990/CYOtherRevenueAmt013945
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-138580
IRS990/CYSalariesCompEmpBnftPaidAmt0311297
IRS990/CYTotalExpensesAmt0703758
IRS990/CYTotalFundraisingExpenseAmt0122022
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0565178
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt0827
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0795
IRS990/DepreciationDepletionGrp/ProgramServicesAmt015817
IRS990/DepreciationDepletionGrp/TotalAmt017439
IRS990/Desc0Reserve stewardship, including natural and cultural resource protection and public use area improvements (trails and restrooms) to enhance visitor experience and safety, and support of the Carmel Area State Parks' General Plan.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonatedServicesAndUseFcltsAmt03072
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0600368
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0453677
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt06
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0307839
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt06430
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt05057
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt02145
IRS990/FeesForServicesAccountingGrp/TotalAmt013632
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/FundraisingAmt04462
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt02988
IRS990/FeesForServicesOtherGrp/TotalAmt07450
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt07799
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt07799
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt124.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt720.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt125.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/PersonNm0Kathleen Lee
IRS990/Form990PartVIISectionAGrp/PersonNm1Monta Potter
IRS990/Form990PartVIISectionAGrp/PersonNm2Holly Carlin
IRS990/Form990PartVIISectionAGrp/PersonNm3Danielle Bragg
IRS990/Form990PartVIISectionAGrp/PersonNm4Jim Rurka
IRS990/Form990PartVIISectionAGrp/PersonNm5Kit Armstrong
IRS990/Form990PartVIISectionAGrp/PersonNm6Barb McGaughey
IRS990/Form990PartVIISectionAGrp/PersonNm7Karin Stratton
IRS990/Form990PartVIISectionAGrp/PersonNm8Scott Kurteff
IRS990/Form990PartVIISectionAGrp/PersonNm9Castel Ortiz
IRS990/Form990PartVIISectionAGrp/PersonNm10Alan Shoebridge
IRS990/Form990PartVIISectionAGrp/PersonNm11Sean James
IRS990/Form990PartVIISectionAGrp/PersonNm12Betty Maurutto
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt086420
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt114580
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt1Interm Exec Dir
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7President
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Parks Liaison
IRS990/Form990PartVIISectionAGrp/TitleTxt12Docent Admin
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01978
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt010947
IRS990/GainOrLossGrp/SecuritiesAmt021783
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GovernmentGrantsAmt08942
IRS990/GrantAmt0220103
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0220495
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0220495
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt036000
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0384484
IRS990/GrossReceiptsAmt0961808
IRS990/GrossSalesOfInventoryAmt022821
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt02862
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01269
IRS990/InformationTechnologyGrp/ProgramServicesAmt05178
IRS990/InformationTechnologyGrp/TotalAmt09309
IRS990/InsuranceGrp/FundraisingAmt02322
IRS990/InsuranceGrp/ManagementAndGeneralAmt02071
IRS990/InsuranceGrp/ProgramServicesAmt03079
IRS990/InsuranceGrp/TotalAmt07472
IRS990/IntangibleAssetsGrp/BOYAmt035883
IRS990/IntangibleAssetsGrp/EOYAmt032183
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt025199
IRS990/InventoriesForSaleOrUseGrp/EOYAmt028201
IRS990/InvestmentIncomeGrp/ExclusionAmt021197
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt021197
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01133946
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01272185
IRS990/IRPDocumentCnt09
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt085457
IRS990/LandBldgEquipBasisNetGrp/BOYAmt066794
IRS990/LandBldgEquipBasisNetGrp/EOYAmt028003
IRS990/LandBldgEquipCostOrOtherBssAmt0113460
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt025053
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0362701
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt0147033
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To protect and nurture Point Lobos State Natural Reserve, to educate and inspire visitors to preserve its unique natural and cultural resources, and to strengthen the network of Carmel Area State Parks.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0219468
IRS990/NetAssetsOrFundBalancesBOYAmt01417526
IRS990/NetAssetsOrFundBalancesEOYAmt01365345
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt032730
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt032730
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/ExclusionAmt013945
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt013945
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt083327
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0817158
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0911668
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt08317
IRS990/OccupancyGrp/ManagementAndGeneralAmt011389
IRS990/OccupancyGrp/ProgramServicesAmt015400
IRS990/OccupancyGrp/TotalAmt035106
IRS990/OfficeExpensesGrp/FundraisingAmt05109
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01407
IRS990/OfficeExpensesGrp/ProgramServicesAmt011692
IRS990/OfficeExpensesGrp/TotalAmt018208
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt08505
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt03754
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt012896
IRS990/OtherEmployeeBenefitsGrp/TotalAmt025155
IRS990/OtherExpensesGrp/Desc0Visitor Servies
IRS990/OtherExpensesGrp/Desc1Docent Program
IRS990/OtherExpensesGrp/Desc2Building & Equipment Maint.
IRS990/OtherExpensesGrp/Desc3Curation maintenance
IRS990/OtherExpensesGrp/ProgramServicesAmt017878
IRS990/OtherExpensesGrp/ProgramServicesAmt17971
IRS990/OtherExpensesGrp/ProgramServicesAmt26745
IRS990/OtherExpensesGrp/ProgramServicesAmt34885
IRS990/OtherExpensesGrp/TotalAmt017878
IRS990/OtherExpensesGrp/TotalAmt17971
IRS990/OtherExpensesGrp/TotalAmt26745
IRS990/OtherExpensesGrp/TotalAmt34885
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt046109
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt032598
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt085660
IRS990/OtherSalariesAndWagesGrp/TotalAmt0164367
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt05756
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04152
IRS990/PayrollTaxesGrp/ProgramServicesAmt010867
IRS990/PayrollTaxesGrp/TotalAmt020775
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt010682
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt08031
IRS990/PrincipalOfficerNm0Karin Stratton
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0Educate visitors to enhance their appreciation, understanding and support of Point Lobos State Natural Reserve through various channels including magazines, newsletters, website, digital app, multilingual brochures, public events and meetings.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0130226
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0392
IRS990/ProgSrvcAccomActy3Grp/Desc0To enhance the visitor experience by supporting 230 state park volunteers who greet visitors, interpret the natural and cultural resources and lead walks for visitor groups. Volunteer hours totaled 31,239 in 2019.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt051234
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0960492
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0331574
IRS990/PYInvestmentIncomeAmt025484
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0234503
IRS990/PYOtherRevenueAmt050379
IRS990/PYRevenuesLessExpensesAmt086415
IRS990/PYSalariesCompEmpBnftPaidAmt0383863
IRS990/PYTotalExpensesAmt0949940
IRS990/PYTotalRevenueAmt01036355
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-138580
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt054495
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt060200
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt099831
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt0124700
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt0222500
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0561726
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0497306
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0384492
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0633083
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0530283
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0501186
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02546350
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt021197
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt025484
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt027516

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,621,282
Liabilities
$255,937
Net assets
$1,365,345
Revenue
$565,178
Expenses
$703,758
Net income
-$138,580
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