PANETTA INSTITUTE FOR PUBLIC POLICY: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- PANETTA INSTITUTE FOR PUBLIC POLICY (EIN 77-0495799)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201833199349316583
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T16:27:08-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 560 MISSION STREET SUITE 1600 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770495799 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Panetta Institute for Public Policy | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SYLVIA M PANETTA | InCareOfNm |
| Business Name Control | PANE | BusinessNameControlTxt |
| Phone | 8315824200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CAMPUS CENTER BLDG 86E | AddressLine1Txt |
| City | SEASIDE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93955 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SYLVIA M PANETTA | PersonNm |
| Person Title | PRESIDENT & CO-CHAIR | PersonTitleTxt |
| Phone | 8315824200 | PhoneNum |
| Signature | 2018-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EVA NITTA | PreparerPersonNm |
| PTIN | P01286320 | PTIN |
| Phone | 4158948000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 164.57.159.254 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 26308520183195000203 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-11-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C8EB7D7F4A43AD7C11A3CC780D94EAED606DA475 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C8EB7D7F4A43AD7C11A3CC780D94EAED606DA475 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SYLVIA M PANETTA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CAMPUS CENTER BLDG 86E | AddressLine1Txt |
| City | SEASIDE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93955 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,133,390 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.panettainstitute.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1998 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO OPERATE A BIPARTISAN CENTER OF STUDIES TO SUPPORT THE ADVANCEMENT TO SUPPORT THE ADVANCEMENT OF PUBLIC POLICY AND TO PROMOTE PUBLIC SERVICE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 24 | TotalEmployeeCnt |
| Total Volunteers | 364 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,552,865 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,612,734 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $334,115 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $390,365 | CYProgramServiceRevenueAmt |
| PY Investment Income | $48,350 | PYInvestmentIncomeAmt |
| CY Investment Income | $56,151 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$81,833 | PYOtherRevenueAmt |
| CY Other Revenue | -$79,485 | CYOtherRevenueAmt |
| PY Total Revenue | $2,853,497 | PYTotalRevenueAmt |
| CY Total Revenue | $2,979,765 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $367,890 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $381,019 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $679,848 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $769,801 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $982,244 | PYOtherExpensesAmt |
| CY Other Expenses | $936,436 | CYOtherExpensesAmt |
| PY Total Expenses | $2,029,982 | PYTotalExpensesAmt |
| CY Total Expenses | $2,087,256 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $823,515 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $892,509 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,166,253 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,543,328 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $136,011 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $164,102 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,030,242 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,379,226 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $752,714 | ExpenseAmt |
| Grant | $1,428 | GrantAmt |
| Revenue | $220,365 | RevenueAmt |
| Desc | 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 2017 SEASON, MORE THAN 210 SPEAKERS HAD PARTICIPATED IN THE TWENTY YEARS OF THIS PROGRAM. IN 2017, STUDENT ATTENDEES TOTALED APPROXIMATELY 700 FOR THE TWO STUDENT PROGRAMS HELD DURING THE YEAR. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $467,938 | ExpenseAmt |
| Grant | $341,155 | GrantAmt |
| Revenue | $39,000 | RevenueAmt |
| Desc | 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, D.C. AND PARTICIPATE IN THE DEMOCRATIC PROCESS FIRST HAND. BY 2017, 451 STUDENTS HAD BEEN PLACED IN THE OFFICES OF MEMBERS OF THE CALIFORNIA CONGRESSIONAL DELEGATION THROUGH THIS PROGRAM. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $356,559 | ExpenseAmt |
| Grant | $1,428 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | 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 2017, 3,542 VOLUNTEERS HAD LOGGED MORE THAN 129,400 HOURS READING ONE TO ONE WITH MORE THAN 18,600 STUDENTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $366,949 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $37,008 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $131,000 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $1,944,160 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 42 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 24 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SYLVIA M PANETTA | PersonNm |
| Phone | 8315824200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CAMPUS CENTER BLDG 86E | AddressLine1Txt |
| City | SEASIDE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93955 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| SECRETARY LEON PANETTA | ||||||||
| CHAIR | 20.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SYLVIA M PANETTA | ||||||||
| PRESIDENT & CO-CHAIR | 40.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARY F ORRADRE | ||||||||
| SECRETARY | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SUE ANTLE | ||||||||
| VICE CHAIR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| LORRIE KOSTER | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| RHONDA WILLIAMS | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TED BALESTRERI | ||||||||
| TREASURER | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAVID BENJAMIN | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| CATHERINE C BROCK | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DON CHAPIN JR | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| GEORGE W COUCH III | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| PATRICK L WELTON | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS N HAUBERT | ||||||||
| CHIEF OF STAFF IN PROGRAMS | 40.0 | 0.0 | $121,567 | $0 | $17,903 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $121,567 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $17,903 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WASHINGTON SPEAKERS BUREAU | PersonNm |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1663 PRINCE STREET | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | SPEAKER CONSULTANTS | ServicesDesc |
| Compensation | $180,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $851,360 | FundraisingAmt |
| Government Grants | $550,000 | GovernmentGrantsAmt |
| All Other Contributions | $1,211,374 | AllOtherContributionsAmt |
| Noncash Contributions | $79,624 | NoncashContributionsAmt |
| Total Contributions | $2,612,734 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TICKET SALES AND SEMINARS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $390,365 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $390,365 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $390,365 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $56,151 | TotalRevenueColumnAmt |
| Exclusion | $56,151 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $74,000 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $851,360 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $153,625 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$79,625 | TotalRevenueColumnAmt |
| Exclusion | -$79,625 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Total Revenue Column | $140 | TotalRevenueColumnAmt |
| Exclusion | $140 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $140 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,979,765 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $390,365 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | -$23,334 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,000 | TotalAmt |
| Program Services | $10,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $371,019 | TotalAmt |
| Program Services | $371,019 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $655,015 | TotalAmt |
| Program Services | $594,158 | ProgramServicesAmt |
| Management And General | $60,857 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,491 | TotalAmt |
| Program Services | $5,618 | ProgramServicesAmt |
| Management And General | -$127 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,074 | TotalAmt |
| Program Services | $57,481 | ProgramServicesAmt |
| Management And General | $593 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,221 | TotalAmt |
| Program Services | $46,697 | ProgramServicesAmt |
| Management And General | $4,524 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,592 | TotalAmt |
| Program Services | $11,043 | ProgramServicesAmt |
| Management And General | $549 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,056 | TotalAmt |
| Program Services | $142,685 | ProgramServicesAmt |
| Management And General | $10,371 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,605 | TotalAmt |
| Program Services | $54,070 | ProgramServicesAmt |
| Management And General | $3,535 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,821 | TotalAmt |
| Program Services | $99,086 | ProgramServicesAmt |
| Management And General | $10,735 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,448 | TotalAmt |
| Program Services | $40,448 | ProgramServicesAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,294 | TotalAmt |
| Management And General | $6,294 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,370 | TotalAmt |
| Management And General | $35,370 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SPEAKER FEES | $180,000 | $180,000 | |
| PROGRAM EVENT COSTS | $111,488 | $109,050 | $2,438 |
| MEDIA SERVICES | $83,283 | $83,283 | |
| DONATED GOODS | $53,844 | $53,844 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,635 | TotalAmt |
| Program Services | $85,678 | ProgramServicesAmt |
| Management And General | $7,957 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,087,256 | TotalAmt |
| Program Services | $1,944,160 | ProgramServicesAmt |
| Management And General | $143,096 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,698 | BOYAmt |
| EOY | $262,354 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,165,477 | BOYAmt |
| EOY | $2,709,932 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $225,000 | BOYAmt |
| EOY | $225,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,254 | BOYAmt |
| EOY | $80,000 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,176 | BOYAmt |
| EOY | $6,508 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $563,753 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $41,156 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $478,821 | BOYAmt |
| EOY | $522,597 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,229,827 | BOYAmt |
| EOY | $2,736,937 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,166,253 | BOYAmt |
| EOY | $6,543,328 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,063 | BOYAmt |
| EOY | $141,182 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,948 | BOYAmt |
| EOY | $22,920 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,011 | BOYAmt |
| EOY | $164,102 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,805,242 | BOYAmt |
| EOY | $6,154,226 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $225,000 | BOYAmt |
| EOY | $225,000 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,030,242 | BOYAmt |
| EOY | $6,379,226 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,166,253 | BOYAmt |
| EOY | $6,543,328 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $892,509 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $456,475 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,087,984 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,344,004 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,056,711 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,552,865 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,612,734 | CurrentTaxYearAmt |
| Total | $11,654,298 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $58,968 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $58,968 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $58,968 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $58,968 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $58,968 | CurrentTaxYearAmt |
| Total | $294,840 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,146,952 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,402,972 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,115,679 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,611,833 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,671,702 | CurrentTaxYearAmt |
| Total | $11,949,138 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $120,460 | SubstantialContributorsTotAmt |
| Public Support Total170 | $11,828,678 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,731 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,090 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,474 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,789 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $56,151 | CurrentTaxYearAmt |
| Total | $167,235 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $12,116,373 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,230,596 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.97626 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98341 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $41,156 | OtherCostOrOtherBasisAmt |
| Depreciation | $41,156 | DepreciationAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $522,597 | OtherCostOrOtherBasisAmt |
| Book Value | $522,597 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $522,597 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,816,533 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $456,475 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $226,668 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $683,143 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,133,390 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$153,625 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$153,625 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,979,765 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,467,549 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $226,668 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $153,625 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $380,293 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,087,256 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $2,087,256 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE D, PART X, LINE 4B | 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 2014. FORM 990, SCHEDULE D, PART XI, LINE 4B OTHER RECONCILING ITEMS FORM 990 TO FINANCIAL STATEMENTS FUNDRAISING EVENT EXPENSES $(153,625) ---------- TOTAL $(153,625) |
| FORM 990, SCHEDULE D, PART XII, LINE 2D | OTHER RECONCILING ITEMS FORM 990 TO FINANCIAL STATEMENTS FUNDRAISING EVENT EXPENSES $ 153,625 ---------- TOTAL $ 153,625 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | EVENING TO HNR | Event1Nm |
| Gross Receipts Event1 | $925,360 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $851,360 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $74,000 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $47,360 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $106,265 | OtherDirectExpensesEvent1Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $925,360 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $851,360 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $74,000 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $47,360 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $106,265 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $153,625 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$79,625 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation of CSU Monterey Bay | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CAMPUS CTR | AddressLine1Txt |
| City | Seaside | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93955 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 800494808 | RecipientEIN |
| IRC Section | 501(c)(3) | IRCSectionDesc |
| Cash Grant | $10,000 | CashGrantAmt |
| Purpose Of Grant | Tuition Scholarships | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Intern Housing | 26 | $173,360 |
| Tuition | 26 | $118,316 |
| Stipends paid to interns | 26 | $62,920 |
| Intern Travel | 26 | $16,422 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS: THE $10,000 DONATION TO HAVE A HEART FUND IS A DONATION MADE EACH YEAR TO CALIFORNIA STATE UNIVERSITY AT MONTEREY BAY FOR THEIR ANNUAL SCHOLARSHIP FUNDRAISER. THE USE OF FUNDS IS MANAGED BY THE FOUNDATION OF CSU MONTEREY BAY. | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp | |
| Securities Publicly Traded | SecuritiesPubliclyTradedGrp | |
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | FLOWERS | 6 | $4,233 | FMV |
| Yes (X) | FOOD | 47 | $34,878 | FMV |
| Yes (X) | PAPER | 9 | $6,040 | FMV |
| Yes (X) | SUPPLIES | 12 | $34,473 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Column (B) | FormAndLineReferenceDesc |
| Explanation | THE NUMBER REPORTED IN COLUMN (B) REPRESENTS THE NUMBER OF ITEMS DONATED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 21ST 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 EIGHTEENTH YEAR HISTORY, 486 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. IN ADDITION, AN EXHIBIT FEATURING THE LIFE OF SECRETARY PANETTA AND REFLECTING MATERIALS AND THEMES OF THE ARCHIVE IS IN PLACE IN THE HALL OF THE PANETTA INSTITUTE. RESEARCH - THE PANETTA INSTITUTE PERIODICALLY CONDUCTS A SCIENTIFICALLY BASED NATIONAL SURVEY ON YOUTH ATTITUDES TOWARD POLITICS TO BETTER UNDERSTAND AND RESPOND TO THE DISAFFECTION FOR POLITICS AND GOVERNMENT AMONG YOUNG PEOPLE. IN ADDITION, THE PANETTA INSTITUTE CONDUCTS THE POLICY RESEARCH FELLOWS PROGRAM THAT HOSTS HIGHLY QUALIFIED SECOND AND THIRD YEAR LAW SCHOOL STUDENTS FROM SANTA CLARA UNIVERSITY SCHOOL OF LAW TO LEARN ABOUT POLICY RESEARCH. BY THE END OF 2017, 76 STUDENTS HAD PARTICIPATED IN THESE FALL AND SPRING SEMESTER OPPORTUNITIES. JEFFERSON-LINCOLN AWARDS - EACH YEAR THE PANETTA INSTITUTE HONORS NATIONAL LEADERS AND JOURNALISTS IN THIS COUNTRY WHO SHOW OUTSTANDING DEDICATION TO THE PRINCIPLES OF OUR DEMOCRACY. THIS RECOGNITION IS PRESENTED AT A BLACK-TIE GALA AND SERVES AS THE INSTITUTE'S MAIN FUNDRAISER. SINCE THE YEAR 2000, THE INSTITUTE HAS HONORED 53 INDIVIDUALS. |
| FORM 990, PART VI, SECTION A, LINE 2 | FAMILY OR BUSINESS RELATIONSHIPS: SECRETARY LEON PANETTA, CHAIR AND SYLVIA PANETTA, PRESIDENT & CO-CHAIR, ARE SPOUSES. |
| FORM 990, PART VI, 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 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. |
| 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 B, 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. |