2017-11-15T14:08:32-06:00 2016-12-31 ERNST & YOUNG US LLP 560 MISSION ST STE 1600 SAN FRANCISCO CA 94105 990 2016-01-01 770495799 The Panetta Institute for Public Policy % SYLVIA M PANETTA PANE 8315824200 100 CAMPUS CENTER BLDG 86E SEASIDE CA 93955 SYLVIA M PANETTA PRESIDENT & CO-CHAIR 8315824200 2017-11-15 true EVA NITTA P01286320 4158948000 164.57.159.254 26308520173195000095 2017-11-15 P 7BC0EAFF221B737B89F697F7DAC11892D8A0B852 85868073965687212239AA369D140FAEDE3756F9 2016 2017-02-10 21:41:12Z SYLVIA M PANETTA 100 CAMPUS CENTER BLDG 86E SEASIDE CA 93955 3027583 false X www.panettainstitute.org X 1998 CA TO OPERATE A BIPARTISAN CENTER OF STUDIES TO SUPPORT THE ADVANCEMENT TO SUPPORT THE ADVANCEMENT OF PUBLIC POLICY AND TO PROMOTE PUBLIC SERVICE. 12 12 24 345 0 2056711 2552865 295375 334115 30877 48350 -48548 -81833 2334415 2853497 373167 367890 0 0 656663 679848 0 0 0 849387 982244 1879217 2029982 455198 823515 4198325 5166253 154080 136011 4044245 5030242 X 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. false false 797181 1428 212115 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 2016 SEASON, MORE THAN 190 SPEAKERS HAD PARTICIPATED IN THE NINETEEN YEARS OF THIS PROGRAM AND STUDENT ATTENDEES WERE APPROXIMATELY 796 THIS SEASON. 450629 326866 16000 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 THE END OF 2016, 447 STUDENTS HAD BEEN PLACED IN THE OFFICES OF MEMBERS OF THE CALIFORNIA CONGRESSIONAL DELEGATION. 316181 1428 0 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 2016, 3,488 VOLUNTEERS HAD LOGGED MORE THAN 125,400 HOURS READING ONE-TO-ONE WITH MORE THAN 17,200 STUDENTS. 177245 1429 10000 RESEARCH 103433 33881 96000 LEADERSHIP SEMINARS 47702 1429 0 JEFFERSON LINCOLN AWARDS 7956 1429 0 ARCHIVE 336336 38168 106000 1900327 true true false false false false false false false false true false false false false true true false false false false false false false true false false true true false false false false false false false false false true false false false false false false false false true 43 0 true 24 true false false false false false true true false false false false X 12 12 true false false false false false false true true false false true true true true true true false false false CA X SYLVIA M PANETTA 8315824200 100 CAMPUS CENTER BLDG 86E SEASIDE CA 93955 X SECRETARY LEON PANETTA CHAIR 20.0 0.0 X X 0 0 0 SYLVIA M PANETTA PRESIDENT & CO-CHAIR 40.0 0.0 X X 0 0 0 MARY F ORRADRE SECRETARY 1.0 0.0 X X 0 0 0 RHONDA WILLIAMS DIRECTOR 1.0 0.0 X X 0 0 0 TED BALESTRERI TREASURER 1.0 0.0 X X 0 0 0 SUE ANTLE VICE CHAIR 1.0 0.0 X 0 0 0 DAVID BENJAMIN DIRECTOR 1.0 0.0 X 0 0 0 CATHERINE C BROCK DIRECTOR 1.0 0.0 X 0 0 0 DON CHAPIN JR DIRECTOR 1.0 0.0 X 0 0 0 GEORGE W COUCH III DIRECTOR 1.0 0.0 X 0 0 0 LORRIE KOSTER DIRECTOR 1.0 0.0 X 0 0 0 PATRICK L WELTON DIRECTOR 1.0 0.0 X 0 0 0 ROGER W COLEMAN DIRECTOR (PART YEAR-DECEASED) 1.0 0.0 X 0 0 0 CHRIS N HAUBERT CHIEF OF STAFF IN PROGRAMS 40.0 0.0 X 102018 0 11927 102018 0 11927 1 false false false WASHINGTON SPEAKERS BUREAU 1663 Prince Street Alexandria VA 22314 SPEAKER CONSULTANTS 260000 1 815686 550000 1187179 81600 2552865 TICKET SALES AND SEMINARS 900099 334115 334115 0 0 334115 48789 48789 0 0 0 0 0 14669 15108 -439 -439 -439 77145 815686 158978 -81833 -81833 0 0 0 0 0 0 0 2853497 334115 0 -33483 X 10000 10000 357890 357890 0 0 0 0 0 0 0 0 0 0 0 0 574475 525613 48862 0 8902 8250 652 0 43105 38546 4559 0 53366 49026 4340 0 0 0 0 0 6255 3776 2479 0 110059 99060 10999 0 0 0 0 0 0 0 0 0 0 0 44938 39148 5790 0 0 0 0 0 123749 114117 9632 0 0 0 0 0 0 0 0 0 0 0 0 0 70554 70554 0 0 1577 1577 0 0 0 0 0 0 0 0 0 0 0 0 0 0 7992 0 7992 0 26787 0 26787 0 SPEAKER FEES 260000 260000 0 0 RESEARCH SURVEY 53000 53000 0 0 LODGING AND MEALS 75284 75284 0 0 PROGRAM EVENT COSTS 38837 38837 0 0 163212 155649 7563 2029982 1900327 129655 0 0 48073 19698 2459104 2165477 175000 225000 29500 41254 0 0 0 0 0 0 0 0 706 6176 513683 34862 210126 478821 1275816 2229827 0 0 0 0 0 0 0 0 4198325 5166253 94906 99063 0 0 59174 36948 0 0 0 0 0 0 0 0 0 0 0 0 154080 136011 X 3869245 4805242 175000 225000 0 0 4044245 5030242 4198325 5166253 823515 162482 0 0 0 X false true X true false X 1719151 2087984 2344004 2056711 2552865 10760715 0 0 63301 58968 58968 58968 58968 299173 1782452 2146952 2402972 2115679 2611833 11059888 63189 10996699 11284 15731 16090 30474 48789 122368 0 0 11182256 1496106 0.98341 0.98609 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 41156 34862 6294 472527 472527 478821 0 0 X 3521169 162482 346212 508694 3012475 -158978 -158978 2853497 2535172 346212 158978 505190 2029982 0 0 2029982 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 2013. FORM 990, SCHEDULE D, PART XI, LINE 4B OTHER RECONCILING ITEMS FORM 990 TO FINANCIAL STATEMENTS FUNDRAISING EVENT EXPENSES $(158,978) ---------- TOTAL $(158,978) FORM 990, SCHEDULE D, PART XII, LINE 2D OTHER RECONCILING ITEMS FORM 990 TO FINANCIAL STATEMENTS FUNDRAISING EVENT EXPENSES $ 158,978 ---------- TOTAL $ 158,978 EVENING TO HNR 892831 815686 77145 49396 109582 0 892831 815686 77145 49396 109582 158978 -81833 true Foundation of CSU Monterey Bay 100 CAMPUS CENTER BLDG 86E Seaside CA 93955 800494808 501(c)(3) 10000 Tuition Scholarships 1 0 Congressional Scholarship 25 62920 262518 FMV TUIT/TRVL/HOUS Leadership Program 28 32452 FMV TUITION/HOUSING FORM 990, SCHEDULE I, PART I, LINE 2 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. FORM 990, SCHEDULE I, PART IV SUPPLEMENTAL INFORMATION: THE CONGRESSIONAL SCHOLARSHIP AND THE LEADERSHIP PROGRAM PARTICIPANTS ARE TRACKED THROUGH ANNUAL REGISTRATION. X FLOWERS 7 6413 FMV X FOOD 14 25231 FMV X PAPER 1 11786 FMV X SUPPLIES 5 37163 FMV X TICKETS 1 1007 FMV false true false 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. BY THE END OF 2016, 470 STUDENTS HAD 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 2016, 69 STUDENTS HAD PARTICIPATED IN THIS FALL AND SPRING SEMESTER OPPORTUNITY. 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 51 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 CONFLICT 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. FORM 990, PART IX, LINE 18 THE ORGANIZATION PAID TRAVEL EXPENSES FOR A PUBLIC OFFICIAL TO ATTEND AN EVENT IN 2016. THE RECIPIENT REIMBURSED THE ORGANIZATION FOR THE TRAVEL EXPENSES IN 2017.