2018-01-23T17:59:26-08:00 2017-06-30 The Mattox Group 220 12th StreetPO Box 987 Marina CA 93933 990 2016-07-01 770554304 The Rotary Foundation of the Rotary Club of Monterey ROTA 8313727000 PO Box 669 Monterey CA 93940 Jane Ipsen Treasurer 2017-11-15 true Jason Alan Fagan P01069337 8317471381 X 2016 2021-01-29 14:40:06Z Steve Merrell PO Box 669 Monterey CA 93940 137373 false false X montereyrotary.org X 1995 CA To support youth in the area and community outreach 10 10 0 120 0 40308 48926 0 184 134 81614 73730 122106 122790 5000 67000 0 0 0 455 90004 84436 95004 151436 27102 -28646 164699 137552 3400 1900 161299 135652 To support youth in the area and community outreach false false 122872 109703 123573 Support community organizations 20270 20270 11300 Support youth through scholarships and other donations. 7610 7610 2500 Foster positive international relations through supporting youth abroad. 150752 true true false false false false false false false false false false false false false true false false false false false false false false true false false true false false false false false false false false false false false false false false false false false false false false false false false true 0 0 false 0 false false false false false false false false false 0 false false false false false false false false false false X 10 10 false false false false false false false true true false false true true true true true true true true false CA X X X Jane Ipsen 2536538509 225 San Benancio Road Salinas CA 93908 X Steve Merrell Director 2.00 0.00 X 0 0 0 Jane Ipsen Treasurer 3.00 0.00 X X 0 0 0 Michael Mosebach Secretary 3.00 0.00 X X 0 0 0 Chris Chidlaw Director 2.00 0.00 X 0 0 0 John Giffen Director 2.00 0.00 X 0 0 0 Hansen Reed President 3.00 0.00 X X 0 0 0 Rich Patterson Director 2.00 0.00 X 0 0 0 Henry Ruhnke Director 2.00 0.00 X 0 0 0 Rusty Ward Director 2.00 0.00 X 0 0 0 Yutaka Uyeda Director 2.00 0.00 X 0 0 0 0 false false false 0 31776 17150 48926 0 134 134 0 0 0 0 88313 14583 73730 0 0 0 122790 134 67000 67000 0 0 0 0 0 0 0 0 0 0 0 3478 2852 209 417 0 0 0 0 0 82 67 5 10 0 0 0 0 0 5056 5056 0 0 0 0 Community support 47703 47703 Scholarships and youth program 20270 20270 International youth programs 7610 7610 Postage and Shipping 192 157 12 23 45 37 3 5 151436 150752 229 455 165094 137830 0 0 -395 -278 0 0 0 0 0 0 0 0 0 0 0 164699 137552 1900 1900 1500 3400 1900 X 161299 135652 161299 135652 164699 137552 -28646 2999 X X true X false true false X 30701 36678 42165 41808 48926 200278 0 90808 282216 89571 96650 88313 647558 0 0 121509 318894 131736 138458 137239 847836 0 0 847836 136 767 228 184 134 1449 0 136 767 228 184 134 1449 0 0 121645 319661 131964 138642 137373 849285 0.99830 0.99830 0.00170 0.00170 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X Part X : FIN48 Footnote The Organization has analyzed tax positions taken for filings with the Internal Revenue Service and all state jurisdictions where it operates. The Organization believes that income tax filing positions will be sustained upon examination and does not anticipate any adjustments that would result in a material adverse affect on the Organization's financial position, results of activities, or cash flows. Accordingly, the Organization has not recorded any reserves, or related accruals for interest and penalties for uncertain income tax positions at June 30, 2017 and 2016. X X X X false CA RM Auctions Fundraiser 61588 61588 1025 Spring Gala 26725 26725 5000 5000 3558 88313 88313 5000 5000 4583 14583 73730 true Old Monterey Foundation 98 Del Monte Ave 201 Monterey CA 93940 57000 0 LCOW Fest / Historical Preservation 1 0 Grantmaker's Description of How Grants are Used Foundation requires grantee to provide written request for funds, followed by a written report of how the funds were expended within one year from the date of the grant, or at the conclusion of the funded function, whichever is sooner. Form 990, Part VI, Line 1a: Explanation of Delegated Broad Authority to Committee Committees are formed at the direction of the President for specific purposes as needed. Standing Committees are the finance committee and the executive committee. Form 990, Part VI, Line 11b: Form 990 Review Process Completed returns and supporting documents are submitted to management and governing board for review and approval prior to returns being filed. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts All governing members are required to review for potential conflicts prior to board action. Members are noticed in advance of meetings of action items to be placed on agenda. Members sign an annual commitment to abide by the organization's conflict of interest policy. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management Governing members annually review management compensation in consultation with comparable organizations, review of written comparable data, and in consultation with Human Resources consultants. Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees Governing members annually review key officers and employees' compensation in consultation with comparable organizations, review of written comparable data, and in consultation with Human Resources consultants. Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection Copies of returns are available at Guidestar.com Form 990, Part VI, Line 19: Other Organization Documents Publicly Available Disclosure may be granted upon receipt of written request, subject to review and approval of the governing members and in accordance with all applicable statutes. Form 990, Part XII, Line 2: Change of Oversight or Selection Process Foundation established an Audit Committee to review financial statements and the selection of the organization's independent accountant and tax professionals.