2021-11-12T12:15:24-06:00 2020-12-31 810742089 RGP LLP 3478 Buskirk Ave Ste 308 Pleasant Hill CA 94523 990 2020-01-01 770495799 The Panetta Institute for Public Policy PANE 8315824200 100 Campus Center Bldg 86E Seaside CA 93955 Sylvia M Panetta CEO & Co-Chair 8315824200 2021-11-11 1 Sylvia Panetta 999009999 Ward S Pynn P00184378 9259540100 2021-11-11 X 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z Sylvia M Panetta 100 Campus Center Bldg 86E Seaside CA 93955 2784457 0 X www.panettainstitute.org X 1998 CA See Schedule O 14 14 15 0 0 0 3374025 2287506 351940 339400 100076 145434 36337 544 3862378 2772884 472760 124234 0 0 652534 596021 0 0 17006 1109193 543406 2234487 1263661 1627891 1509223 9501775 11636831 62599 172923 9439176 11463908 See Schedule O 0 0 468173 186400 FORM 990, PART III, LINE 4A:LEON PANETTA LECTURE SERIES - EACH SPRING THE PANETTA INSTITUTE BRINGS TOGETHER NATIONALLY KNOWN GOVERNMENT AND POLICY LEADERS TO DISCUSS CURRENT ISSUES WITH CENTRAL COAST STUDENTS AND MEMBERS OF THE COMMUNITY. THE PROGRAMS ARE BROADCAST THROUGHOUT CALIFORNIA. BY THE END OF THE 2020 SEASON, MORE THAN 240 SPEAKERS HAD PARTICIPATED IN THE TWENTY ONE YEARS OF THIS PROGRAM. IN 2020, STUDENT ATTENDEES TOTALED APPROXIMATELY 524 FOR THE ONE STUDENT PROGRAM HELD DURING THE YEAR. 170962 78138 58000 Form 990, Part III, Line 4b:CONGRESSIONAL INTERNSHIP PROGRAM - THIS PROGRAM HAS DEVELOPED A REPUTATION AS THE PREMIER INTERN PROGRAM IN THE NATION AND PROVIDES AN OPPORTUNITY FOR STUDENTS FROM ALL ECONOMIC BACKGROUNDS TO WORK IN WASHINGTON, DC AND PARTICIPATE IN THE DEMOCRATIC PROCESS FIRST HAND. BY 2020,502 STUDENTS HAD BEEN PLACED IN THE OFFICES OF MEMBERS OF THE CALIFORNIA CONGRESSIONAL DELEGATION THROUGH THIS PROGRAM. IN 2020, 25 STUDENTS COMPLETED THE ACADEMIC PORTION OF THE PROGRAM ONLINE, BUT WERE NOT ASSIGNED TO CONGRESSIONAL OFFICES. 113271 Form 990, Part III, Line 4c:MONTEREY COUNTY READS - THIS LITERACY INITIATIVE TRAINS AND PLACES VOLUNTEERS IN PUBLIC ELEMENTARY SCHOOLS THROUGHOUT MONTEREY COUNTY TO HELP CHILDREN READ AT GRADE LEVEL BY THE END OF THIRD GRADE. DUE TO COVID-19 RESTRICTIONS, THIS PROGRAM WAS PLACED ON HOLD DURING 2020. SINCE ITS INCEPTION IN 1997, TO THE END OF MARCH 2020, MCR HAS RECRUITED AND TRAINED MORE THAN 3,950 VOLUNTEERS WHO HAVE LOGGED MORE THAN 135,210 HOURS READING ONE TO ONE WITH MORE THAN 20,200 STUDENTS. 232168 46096 95544 232168 46096 95544 984574 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 23 0 1 15 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 14 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X Sylvia M Panetta 8315824200 100 Campus Center Bldg 86E Seaside CA 93955 X Secretary Leon E Panetta Chair & Director 20.00 X X 0 0 0 Sylvia M Panetta Co-Chair & CEO & Director 40.00 X X 0 0 0 Catherine C Brock Secretary & Director 1.00 X X 0 0 0 Ted J Balestreri Treasurer & Director 1.00 X X 0 0 0 Tonya A Antle Vice Chair & Director 1.00 X X 0 0 0 David J Benjamin III Director 1.00 X 0 0 0 George W Couch III Director 1.00 X 0 0 0 Gordon Eubanks Director 1.00 X 0 0 0 Stanley J Meresman Director 1.00 X 0 0 0 Rhonda A Williams Director 1.00 X 0 0 0 Donald Chapin Jr Director 1.00 X 0 0 0 Simon Salinas Director 1.00 X 0 0 0 Dorian Daley Director 1.00 X 0 0 0 Bettye Saxon Director 1.00 X 0 0 0 0 0 0 0 0 0 0 Washington Speakers Bureau 1663 Prince Street Alexandria VA 22314 Speaker Consultants 170000 1 550000 1737506 49116 2287506 Ticket Sales & Seminar 900099 339400 339400 339400 105199 105199 51808 11573 40235 40235 40235 Misc Income 900099 544 544 544 2772884 339944 0 145434 25000 25000 99234 99234 507780 326641 175406 5733 5590 3342 2192 56 47736 27826 19434 476 34915 25405 9080 430 16687 14137 1590 960 28602 24045 2925 1632 73646 72245 874 527 106029 88439 12897 4693 13209 13209 12478 12331 147 33775 33775 Speaker Fees 140000 140000 Media Services 71623 71623 Donated Goods 33900 27640 3908 2352 Program Event Costs 13457 13457 1263661 984574 262081 17006 13429 39546 4971945 6143147 225000 255000 26000 6844 41152 651898 41156 610742 610742 3673815 4313344 0 207900 9501775 11636831 58599 50956 4000 4000 0 117967 62599 172923 X 9214176 10768908 225000 695000 9439176 11463908 9501775 11636831 1509223 515509 0 X 0 1 X 1 0 X 2552865 2612734 2595840 3374025 2396804 13532268 58968 58968 58968 58968 58968 294840 2611833 2671702 2654808 3432993 2455772 13827108 938686 12888422 48789 56151 68435 99680 105199 378254 14205362 0.90730 0.91100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 41156 41156 0 610742 610742 610742 PPP Loan 117967 117967 X 3397690 515509 109297 624806 2772884 0 2772884 1372959 109297 109297 1263662 0 1263662 Part X, Line 2: FORM 990, SCHEDULE D, PART X, LINE 2 ASC 740 (FIN48) FOOTNOTE FROM AUDIT - THE INSTITUTE HAS ADOPTED THE PROVISIONS RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH DEFINES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE INSTITUTE'S MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN BY THE INSTITUTE IN ITS FEDERAL AND STATE TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION THE INSTITUTE FILES TAX RETURNS IN THE U S FEDERAL AND CALIFORNIA JURISDICTIONS WITH FEW EXCEPTIONS, THE INSTITUTE IS NO LONGER SUBJECT TO FEDERAL TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2016. 1 Foundation of CSU Monterey Bay 100 Campus Center Seaside CA 93955 800494808 501(c)(3) 25000 Gala Sponsorship (1) Intern Housing (2) Tuition 99234 (3) Stipends paid to Interns (4) Intern Travel X Supplies 2 26000 cost X Food 7 7350 cost X Flowers 3 550 cost 0 0 0 FORM 990, PART I, LINE 1: TO OPERATE A BIPARTISAN CENTER OF STUDIES TO SUPPORT THE ADVANCEMENT OF PUBLIC POLICY AND TO PROMOTE PUBLIC SERVICE. FORM 990, PART III, LINE 1: AS A NONPARTISAN CENTER FOR THE STUDY OF PUBLIC POLICY, THE PANETTA INSTITUTE HELPS OUR COMMUNITIES AND THE COUNTRY MEET THE CHALLENGES OF THE 21 ST CENTURY WORKING PARTICULARLY TO ATTRACT THOUGHTFUL YOUNG PEOPLE TO LIVES OF PUBLIC SERVICE, HELPING THEM EXPAND THEIR KNOWLEDGE OF THE POLICY PROCESS AND DEVELOP THEIR SKILLS AS FUTURE LEADERS. FORM 990, PART III, LINE 4D: DESCRIPTION OF OTHER PROGRAM SERVICES EDUCATION FOR LEADERSHIP IN PUBLIC SERVICE SEMINAR: IN JUNE, ELECTED STUDENT BODY LEADERS FROM THROUGHOUT THE CALIFORNIA STATE UNIVERSITY SYSTEM, ALONG WITH THREE PRIVATE SCHOOLS, SPEND A WEEK AT THE PANETTA INSTITUTE TO SHARPEN THEIR LEADERSHIP SKILLS, IMPROVE THEIR UNDERSTANDING OF GOVERNMENT AND CONSIDER A CAREER IN PUBLIC LIFE. IN ITS TWENTIETH YEAR HISTORY, 549 STUDENTS HAVE ENROLLED IN THIS PROGRAM. IN 2020, 25 STUDENTS COMPLETED THE PROGRAM ONLINE. LEON E PANETTA ARCHIVE - THE PERSONAL PAPERS OF SECRETARY PANETTAS FIFTY YEARS IN PUBLIC SERVICE HAVE BEEN ARCHIVED AT THE PANETTA INSTITUTE TO PRESERVE A HISTORICAL RECORD FOR STUDY. Form 990, Part VI, Section A, line 2 SECRETARY LEON PANETTA, CHAIR, AND SYLVIA PANETTA, PRESIDENT AND CO-CHAIR, ARE A MARRIED COUPLE. Form 990, Part VI, Section B, line 11b PROCESS USED TO REVIEW THE FORM 990: THE FORM 990 IS PREPARED BY AN OUTSIDE TAX FIRM. THE FORM 990 AND ALL RELATED SCHEDULES ARE REVIEWED BY THE CHAIR, FINANCIAL CONSULTANT AND LEGAL COUNSEL TO THE INSTITUTE PRIOR TO THE COMPLETION BY THE OUTSIDE TAX FIRM. UPON COMPLETION, THE FORM 990 AND ALL RELATED SCHEDULES ARE PRESENTED TO THE ENTIRE BOARD OF DIRECTORS FOR THEIR REVIEW AND COMMENT PRIOR TO FILING. Form 990, Part VI, Section B, line 12c MONITORING AND ENFORCEMENT OF COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY: THE BOARD OF DIRECTORS OF THE INSTITUTE HAS ADOPTED A CONFLICT OF INTEREST POLICY. THE DIRECTOR APPROVES THE FORM INDICATING AGREEMENT WITH THE POLICY. THE CHIEF EXECUTIVE OFFICER REVIEWS ALL TRANSACTIONS TO AVOID CONFLICTS OF INTEREST. SUPERVISION OF POTENTIAL CONFLICTS OF INTEREST IS MAINTAINED CAREFULLY. THE CHIEF EXECUTIVE OFFICER COMMUNICATES WITH LEGAL COUNSEL IF THERE ARE QUESTIONS REGARDING A POSSIBLE CONFLICT OF INTEREST. Form 990, Part VI, Section B, line 15 PROCESS FOR DETERMINING COMPENSATION: THE CEO OF THE PANETTA INSTITUTE IS NOT COMPENSATED Form 990, Part VI, Section C, line 19 AVAILABILITY OF GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS: THE PANETTA INSTITUTE, UPON REQUEST, PROVIDES ALL PUBLIC DOCUMENTS INCLUDING THE FORM 990, AUDITED FINANCIAL STATEMENTS, AND GOVERNING DOCUMENTS. FORM 990, PART VI, SECTION B, LINE 13: WRITTEN WHISTLEBLOWER POLICY: THE PANETTA INSTITUTE MAINTAINS A WHISTLEBLOWER PROTECTION POLICY IN ACCORDANCE WITH ALL APPLICABLE FEDERAL, STATE AND LOCAL LAWS, RULES AND REGULATIONS. THE POLICY IS POSTED AT THE OFFICE OF THE PANETTA INSTITUTE. FORM 990, PART VI, SECTION B,LINE 14: WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY: THE PANETTA INSTITUTE MAINTAINS A DOCUMENT DESTRUCTION AND RETENTION POLICY. THE POLICY IS REVIEWED ANNUALLY.