2020-11-16T10:25:17-06:00 2019-12-31 810742089 RGP LLP 3478 Buskirk Ave Ste 308 Pleasant Hill CA 94523 990 2019-01-01 770495799 The Panetta Institute for Public Policy PANE 8315824200 100 Campus Center Bldg 86E Seaside CA 93955 Sylvia M Panetta CEO & Co-Chair 8315824200 2020-11-13 1 Ward S Pynn P00184378 9259540100 2020-11-13 X 64.88.174.3 2020-11-13 08:37:39 PS P 0534BED70A7CDE777EFF2DCB6BC7C2F5F19178D5 0534BED70A7CDE777EFF2DCB6BC7C2F5F19178D5 2019 2021-01-29 14:40:06Z Sylvia M Panetta 100 Campus Center Bldg 86E Seaside CA 93955 3935391 0 X www.panettainstitute.org X 1998 CA See Schedule O 13 13 19 365 0 0 2595840 3374025 390275 351940 68435 100076 -72838 36337 2981712 3862378 421508 472760 0 0 756195 652534 0 0 66394 884874 1109193 2062577 2234487 919135 1627891 7148394 9497775 76218 58599 7072176 9439176 See Schedule O 0 0 864965 1092503 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 2019 SEASON, MORE THAN 230 SPEAKERS HAD PARTICIPATED IN THE TWENTY YEARS OF THIS PROGRAM. IN 2019, STUDENT ATTENDEES TOTALED APPROXIMATELY 1,200 FOR THE TWO STUDENT PROGRAMS HELD DURING THE YEAR. 550873 401438 243309 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 2019,502 STUDENTS HAD BEEN PLACED IN THE OFFICES OF MEMBERS OF THE CALIFORNIA CONGRESSIONAL DELEGATION THROUGH THIS PROGRAM. 242052 225236 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. BY THE END OF 2019, 3,700 VOLUNTEERS HAD LOGGED MORE THAN 134,580 HOURS READING ONE TO ONE WITH MORE THAN 19,700 STUDENTS. 304468 71322 185921 304468 71322 185921 1962358 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 42 0 1 19 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 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 20.00 X X 0 0 0 Sylvia M Panetta Co-Chair & CEO 40.00 X X 0 0 0 PATRICK L WELTON Vice Chair 1.00 X X 0 0 0 Catherine C Brock Secretary 1.00 X X 0 0 0 Ted J Balestreri Treasurer 1.00 X X 0 0 0 Tonya A Antle Director 1.00 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 0 0 0 0 0 0 0 Washington Speakers Bureau 1663 Prince Street Alexandria VA 22314 Speaker Consultants 190000 1 722022 550000 2102003 84805 3374025 Ticket Sales & Seminar 900099 351940 351940 351940 99680 99680 396 0 396 396 396 109350 722022 73013 36337 36337 3862378 351940 0 136413 10000 10000 462760 462760 553981 405495 118516 29970 6351 4650 1358 343 47669 34899 10196 2574 44533 32602 9526 2405 6525 5668 535 322 97569 82811 9254 5504 82081 75361 909 5811 158019 128603 19125 10291 92548 85107 7441 67058 66856 202 30534 3771 26763 Media Services 281716 281716 Speaker Fees 220000 220000 0 Donated Goods 41087 32526 6828 1733 Program Event Costs 32056 29533 2523 0 2234487 1962358 205735 66394 14408 13429 3123181 4971945 272393 221000 33000 5638 6844 651898 41156 610742 610742 3089032 3673815 7148394 9497775 46218 58599 30000 76218 58599 X 6797176 9214176 275000 225000 7072176 9439176 7148394 9497775 1627891 739109 0 X 0 1 X 1 0 X 2056711 2552865 2612734 2595840 3374025 13192175 58968 58968 58968 58968 58968 294840 2115679 2611833 2671702 2654808 3432993 13487015 924378 12562637 30474 48789 56151 68435 99680 303529 13790544 0.91100 0.96660 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 41156 41156 0 610742 610742 610742 X 4854713 739109 180213 919322 3935391 -73013 -73013 3862378 2487713 180213 73013 253226 2234487 0 2234487 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. Part XI, Line 4b - Other Adjustments: Fundraising Expenses Part XII, Line 2d - Other Adjustments: Fundraising Expenses FORM 990, SCHEDULE D, PART XI, LINE 4B OTHER RECONCILING ITEMS FORM 990 TO FINANCIAL STATEMENTS FUNDRAISING EVENT EXPENSES - ($73,013) FORM 990, SCHEDULE D, PART XII, LINE 2D OTHER RECONCILING ITEMS FORM 990 TO FINANCIAL STATEMENTS FUNDRAISING EVENT EXPENSES - $73,013 Evening to Honor 831372 722022 109350 7214 65799 831372 722022 109350 7214 65799 73013 36337 1 Foundation of CSU Monterey Bay 100 Campus Center Seaside CA 93955 800494808 501(c)(3) 10000 Tution Scholarships 1 (1) Intern Housing 25 269938 (2) Tuition 25 128042 (3) Stipends paid to Interns 25 63700 (4) Intern Travel 25 1080 X Supplies 2 26500 cost X Paper 9 11939 cost X Food 7 10263 cost X Flowers 3 6030 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. 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.