Reserve stewardship, including natural and cultural resource protection and public use area improvements; educate and foster visitor appreciation of Point Lobos State Natural Reserve; support and train a docent corp of 200+ interpretive volunteers; and provide youth programs.

501(c)(3) charity; gifts are tax-deductible.
70¢ of each $1 spent went to programs.
$123K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $123K a year · 15% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
70%
of spending
Fine: 70% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$123K
to officers and key staff · 19% of spending
Fine: pay to officers and key staff is 19% of spending; 15% to 20%.
Pt VII · Sec A
12 mo
of spending, in cash
Plus $1.3M in investments, Pt X · Ln 11–13
Looks good: 12.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
10
named funders · $376K
Looks good: 10 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$108K
5% of total assets
Looks good: liabilities are 5% of assets; 50% or less.
Pt X · Ln 26
Independent board members
13
of 13 voting members
Looks good: 13 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$922K
+17% vs prior year
Spent
$649K
To programs
70%
Net assets
$2.0M
By yearFY2020–FY2024
Revenue
$922K
FY2023▲ +17%
Tap a bar for its year
Revenue by fiscal year
FY2020$565K
FY2021$724K
FY2022$791K
FY2023$922K
FY2024$1.0M
Expenses
$649K
FY2023▼ -10%
Tap a bar for its year
Expenses by fiscal year
FY2020$704K
FY2021$511K
FY2022$720K
FY2023$649K
FY2024$851K
Net assets
$2.0M
FY2023▲ +26%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.4M
FY2021$1.7M
FY2022$1.6M
FY2023$2.0M
FY2024$2.3M

From the FY2023 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jul 1979.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

70 cents of each dollar spent went to programs.

Program services 70% · $453K Management & general 17% · $109K Fundraising 13% · $86K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

14 people listed on the 990; $123K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Dir.
$123,175Pt VII · Sec A
Past President
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
President
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Board President
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Kathleen Lee$50,451$123,175$120,801$113,852$86,420
Steffanie Gamecho$88,461————
Monta Potter————$14,580

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Point Lobos Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Protects Point Lobos' nature and history, educates visitors, and trains volunteers for public enjoyment.

Questions for Point Lobos Foundation

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Provided by the organization

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3 programs · $446K · in their own filed words · FY2023
01

Visitors ServicesEducate visitors to enhance their appreciation, understanding, and support of Point Lobos State Natural Reserve through various channels including magazines, newsletters, website, digital app, multilingual brochures, public events, and meetings.

$183Kprogram expense
02

Reserve Stewardship, including natural and cultural resource protection and public use improvements to enhance visitor experience and safety, and support of the Carmel Area State Parks General Plan.

$180Kprogram expense
03

Docent SupportTo enhance the visitor experience by supporting Point Lobos Docents, State Park volunteers who greet visitors, interpret the natural and cultural resources and lead walks for visitor groups. In 2023, the number of long-term Docents increased to 203 and their volunteer hours totaled 30,120 hours.

$83Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 10 funders →
Grants paid · 17 grants · $757K · 2020–2024
Individual RecipientFY2024$90,860
Community Fdn for Monterey CTCA · FY2024$59,846
17 Mile Construction ServicesFY2024$33,700
Boyds Asphalt ServicesFY2024$19,659
Coastal Paving and ExcavatingFY2024$17,900
BearsaverFY2024$17,663
Electrical and Control SystemFY2024$9,800
Condeau RefinishingFY2024$5,250
Individual RecipientFY2023$60,000
Sierra Controls LLCFY2023$28,804
BearsaverFY2023$13,225
Individual RecipientFY2022$94,563
C&r Forest ProductsFY2022$38,904
Individual RecipientFY2021$30,000
Garavaglia Architecture INCFY2021$8,729
Individual RecipientFY2021$7,913
Ca State ParksFY2020$220,495

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$922K
Ln 12
Gifts and grantsLn 1h$739K
Other incomeLn 4–11$117K
Investment incomeLn 3$66K
Money outPt IX
$649K
Ln 25
Programscol B$453K
Managementcol C$109K
Fundraisingcol D$86K
Owns and owesPt X
$2.0M
net assets · Ln 32
Cash and savingsLn 1–2$656K
Total assetsLn 16$2.1M
LiabilitiesLn 26$108K
PeoplePt VI, VII
14
listed · VII A
PaidVII A1
Voting boardVI 1a13
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$739K
Investment incomeLn 3$66K
Other incomeLn 4–11$117K
Gains on assetsLn 7$17K
Total revenueLn 12$922K
Assets in detailPt X, end of year
CashLn 1$299K
SavingsLn 2$356K
Cash and savings togetherLn 1–2$656K
InvestmentsLn 11–13$1.3M
Land, buildings, equipmentLn 10c$12K
Other assetsLn 15$0
Total assetsLn 16$2.1M
LiabilitiesLn 26$108K
Net assetsLn 32$2.0M
OperationsPt I, VI
EmployeesI 56
VolunteersI 6230
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$391K$656K
InvestmentsLn 11–13$1.1M$1.3M
Land, buildings, equipmentLn 10c$17K$12K
Total assetsLn 16$1.7M$2.1M
LiabilitiesLn 26$122K$108K
Net assetsLn 32$1.6M$2.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$102K$102K
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$142K$91K$27K$24K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$156K$100K$30K$27K
Pension plan contributionsLn 8$2K$1K$459$260
Other employee benefitsLn 9$20K$13K$3K$4K
Payroll taxesLn 10$21K$14K$4K$4K
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$18K$4K$13K$558
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$12K$12K
Other fees for servicesLn 11g$10K$6K$4K
Advertising and promotionLn 12$0
Office expensesLn 13$3K$1K$798$1K
Information technologyLn 14$9K$4K$2K$3K
RoyaltiesLn 15$0
OccupancyLn 16$36K$17K$10K$9K
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$720$250$470
InterestLn 20$1K$1K
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$8K$7K$501$501
InsuranceLn 23$7K$3K$2K$2K
Other expenses (24a–d)Ln 24$100K$90K$2K$7K
All other expensesLn 24e$0
Total functional expensesLn 25$649K$453K$109K$86K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $1.0M$851K$198K$2.3M 990 PDF
FY2023 Viewing $922K$649K$273K$2.0M 990 PDF
FY2022 $791K$720K$71K$1.6M 990 PDF
FY2021 $724K$511K$213K$1.7M 990 PDF
FY2020 $565K$704K−$139K$1.4M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $922,122 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $706,355$738,832
I-9 Program service revenue$0
I-10 Investment incomePrior year $15,384$65,844
I-11 Other revenuePrior year $69,092$117,446
I-12 Total revenuePrior year $790,831$922,122
I-13 Grants and similar amounts paidPrior year $133,467$102,029
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $325,074$342,136
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $261,217$204,801
I-18 Total expensesPrior year $719,758$648,966
I-19 Revenue less expensesPrior year $71,073$273,156
Part VI · Governance 13 of 13 board members independent, no flags
VI-1a Voting members of the governing body13
VI-1b Independent voting members13
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $922,122 across 10 lines filed
Lines not itemized here account for $66,443 of total revenue; see the IRS return.
VIII-1b Membership dues$296,580
VIII-1f All other contributions, gifts and grants$442,252
VIII-1h Total contributions, gifts and grants$738,832
VIII-3 Investment incomeExcluded from tax $48,910$48,910
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assetsExcluded from tax $16,934$16,934
VIII-8 Net income from fundraising events$8,969
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $42,034$42,034
VIII-12 Total revenueRelated to mission $42,034 · Excluded from tax $132,287$922,122
Part IX · Statement of functional expenses $648,966 across 31 lines filed
IX-1 Grants to domestic organizationsPrograms $102,029$102,029
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $90,778 · Management $27,050 · Fundraising $24,362$142,190
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $99,895 · Management $30,017 · Fundraising $26,521$156,433
IX-8 Pension plan contributionsPrograms $1,240 · Management $459 · Fundraising $260$1,959
IX-9 Other employee benefitsPrograms $12,855 · Management $3,345 · Fundraising $3,929$20,129
IX-10 Payroll taxesPrograms $13,658 · Management $4,179 · Fundraising $3,588$21,425
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting feesPrograms $3,843 · Management $13,182 · Fundraising $558$17,583
IX-11d Lobbying fees$0
IX-11f Investment management feesManagement $11,972$11,972
IX-11g Other fees for servicesPrograms $6,400 · Fundraising $4,100$10,500
IX-12 Advertising and promotion$0
IX-13 Office expensesPrograms $1,245 · Management $798 · Fundraising $1,219$3,262
IX-14 Information technologyPrograms $3,611 · Management $1,797 · Fundraising $3,214$8,622
IX-15 Royalties$0
IX-16 OccupancyPrograms $17,180 · Management $10,126 · Fundraising $8,590$35,896
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetingsPrograms $250 · Management $470$720
IX-20 InterestManagement $1,408$1,408
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $7,341 · Management $501 · Fundraising $501$8,343
IX-23 InsurancePrograms $2,779 · Management $2,009 · Fundraising $2,009$6,797
IX-24 Other expenses (24a–d)Programs $90,271 · Management $2,067 · Fundraising $7,360$99,698
IX-24e All other expenses$0
IX-25 Total functional expensesPrograms $453,375 · Management $109,380 · Fundraising $86,211$648,966
Part X · Balance sheet $2,087,264 assets, 19 lines filed
X-1 Cash, non-interest-bearingStart of year $159,163$299,496
X-2 Savings and temporary cash investmentsStart of year $232,004$356,311
X-3 Pledges and grants receivable$0
X-4 Accounts receivableStart of year $90,833$103,819
X-8 Inventories for sale or useStart of year $51,418$34,160
X-9 Prepaid expenses and deferred chargesStart of year $4,607$4,664
X-10c Land, buildings and equipment, netStart of year $17,291$12,356
X-11 Publicly traded securitiesStart of year $1,124,336$1,269,049
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assetsStart of year $10,817$7,409
X-15 Other assets$0
X-16 Total assetsStart of year $1,690,469$2,087,264
X-17 Accounts payable and accrued expensesStart of year $61,151$70,466
X-26 Total liabilitiesStart of year $121,790$107,663
X-27 Net assets without donor restrictionsStart of year $1,109,350$1,496,171
X-28 Net assets with donor restrictionsStart of year $459,329$483,430
X-32 Total net assets or fund balancesStart of year $1,568,679$1,979,601
X-33 Total liabilities and net assetsStart of year $1,690,469$2,087,264
Part XI · Reconciliation of net assets $1,979,601 net assets at year end
XI-1 Total revenue$922,122
XI-2 Total expenses$648,966
XI-3 Revenue less expenses$273,156
XI-4 Net assets at start of year$1,568,679
XI-5 Net unrealized gains (losses) on investments$128,941
XI-6 Donated services and use of facilities$8,825
XI-10 Net assets at end of year$1,979,601

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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