Point Lobos Foundation is located in Carmel, CA. The organization was established in 1979. According to its NTEE Classification (C03) the organization is classified as: Professional Societies & Associations, under the broad grouping of Environment and related organizations. As of 12/2023, Point Lobos Foundation employed 3 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Point Lobos Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Point Lobos Foundation generated $922.1k in total revenue. This represents relatively stable growth, over the past 9 years the organization has increased revenue by an average of 6.5% each year. All expenses for the organization totaled $649.0k during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2018, Point Lobos Foundation has awarded 17 individual grants totaling $778,528. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2023
Describe the Organization's Mission:
Part 3 - Line 1
RESERVE STEWARDSHIP, INCLUDING NATURAL AND CULTURAL RESOURCE PROTECTION AND PUBLIC USE AREA IMPROVEMENTS; INTERPRETIVE EDUCATION TO FOSTER VISITOR APPRECIATION OF POINT LOBOS STATE NATURAL RESERVE; TRAIN AND SUPPORT A DOCENT CORPS OF ~ 200 VOLUNTEERS; PROVIDE YOUTH NATURE PROGRAMS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
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. IN 2023, WE SERVED 2,573 STUDENTS BY FUNDING THE DOCENT-LED SCHOOL OUTREACH PROGRAM WHICH PROVIDES GUIDED WALKS TO SCHOOLS IN THE MONTEREY AND SALINAS VALLEY AREA. TOTAL EXPENSES $183,305.90, RESTRICTED FUNDING OF $42,836.94INCLUDING THE FOLLOWING FOR 2023: SUPPORTED THE INTERPRETIVE MATERIALS AND PROGRAM NEEDS OF THE SCHOOL OUTREACH COMMITTEE AT POINT LOBOS INCLUDING FUNDING THE TRANSPORTATION AND ENTRY COSTS OF TITLE 1 STUDENTS AND FAMILIES FROM CHISPA TO POINT LOBOS, INTERPRETIVE MATERIALS AND EQUIPMENT FOR VIRTUAL AND IN-PERSON LEARNING, AND BOOKMARKS AND POSTERS GIVEN TO OUT TO TITLE 1 STUDENTS VISITING THE RESERVE. FUNDED A PORTION OF SUMMER ADVENTURES. SUPPORTED PUBLIC BIRD WALKS LED BY CA STATE PARKS AT SAN JOSE CREEK. FUNDED (2) ISSUES OF THE POINT LOBOS MAGAZINE AVAILABLE TO VISITORS (TO PURCHASE) AND AS A MEMBERSHIP BENEFIT. FUNDED AND HOSTED (4) VIRTUAL MEMBER EVENTS FEATURING SPEAKERS OF MANY DIFFERENT TOPICS PERTAINING TO POINT LOBOS, AS WELL AS THE MOONLIGHT WALK EVENT IN SEPTEMBER WHICH ALLOWS MEMBERS TO EXPERIENCE THE RESERVE AT SUNSET. CO-HOSTED AN EVENT AT FIRST THEATRE WITH MONTEREY HISTORIC STATE PARKS ASSOCIATION (MSHPA) IN SUPPORT OF THE RE-OPENING OF CALIFORNIAS FIRST THEATRE OF MONTEREY AND THE ONGOING SUPPORT AND MAINTENANCE OF THE FACILITY.
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. TOTAL EXPENSES $179,898.15; RESTRICTED FUNDING OF $113,572.38INCLUDING THE FOLLOWING FOR 2023: IMPORTANT TRAILS MAINTENANCE AND RESTORATION AT THE RESERVE. IMPORTANT IMPROVEMENTS AND REPAIRS TO THE RESTROOM LIFT STATION AT THE RESERVE. CONTINUED TO SUPPORT THE MIGRATION OF OUR CURRENT ARCHIVE OF HISTORICAL ITEMS TO AN ONLINE DATABASE TO BE USED AS A FUTURE TEACHING RESOURCE FOR THE DOCENT CORPS AND PUBLIC AND CONTINUED TO SUPPORT THE MAINTENANCE OF HISTORICAL WHALERS CABIN AND THE MUSEUM. SUPPORTED THE REMOVAL OF INVASIVE SPECIES, HABITAT RESTORATION, AND RESEARCH WITHIN THE RESERVE SUPPORTED HABITAT RESTORATION AT CARMEL RIVER STATE BEACH BY FUNDING THE PURCHASE AND INSTALLATION OF (6) WILDLIFE-PROOF TRASH AND RECYCLING RECEPTACLES AROUND CARMEL RIVER STATE BEACH, AND PROVIDING SUPPLIES FOR THE VOLUNTEER COORDINATOR AND VOLUNTEERS. CONTINUED OUR COMMITMENT TO FUNDING PARK-IT; A COMMUNITY-BASED INITIATIVE TO IMPROVE TRAFFIC SAFETY AND SUSTAINABILITY AND PARKLANDS ACCESS ON THE MONTEREY PENINSULA AND BIG SUR.
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. TOTAL EXPENSES $82,829.98, RESTRICTED FUNDING OF $27,868.97CONTINUED TO FULLY-FUND THE DOCENT PROGRAM FOR THE YEAR, INCLUDING ADMINISTRATION AND SUPPORT EXPENSES, DOCENT TRAINING AND CONTINUING EDUCATION, INTERPRETIVE MATERIALS AND MAINTENANCE OF LOCATION-BASED SERVICES AT THE RESERVE (INFORMATION STATION, MINT VAN, WHALERS CABIN).
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Kathleen Lee Executive Dir. | Officer | 40 | $123,175 |
Karin Stratton Past President | OfficerTrustee | 5 | $0 |
Ann Pendleton Board Member | Trustee | 5 | $0 |
Jim Rurka President | OfficerTrustee | 5 | $0 |
Holly Carlin Treasurer | OfficerTrustee | 5 | $0 |
Betty Maurutto Board President | Trustee | 5 | $0 |
Statement of Revenue | |
---|---|
Federated campaigns | $0 |
Membership dues | $296,580 |
Fundraising events | $0 |
Related organizations | $0 |
Government grants | $0 |
All other contributions, gifts, grants, and similar amounts not included above | $442,252 |
Noncash contributions included in lines 1a–1f | $0 |
Total Revenue from Contributions, Gifts, Grants & Similar | $738,832 |
Total Program Service Revenue | $0 |
Investment income | $48,910 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $0 |
Net Rental Income | $0 |
Net Gain/Loss on Asset Sales | $16,934 |
Net Income from Fundraising Events | $8,969 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $66,443 |
Miscellaneous Revenue | $0 |
Total Revenue | $922,122 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $102,029 |
Grants and other assistance to domestic individuals. | $0 |
Grants and other assistance to Foreign Orgs/Individuals | $0 |
Benefits paid to or for members | $0 |
Compensation of current officers, directors, key employees. | $142,190 |
Compensation of current officers, directors, key employees. | $27,050 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $156,433 |
Pension plan accruals and contributions | $1,959 |
Other employee benefits | $20,129 |
Payroll taxes | $21,425 |
Fees for services: Management | $0 |
Fees for services: Legal | $0 |
Fees for services: Accounting | $17,583 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $11,972 |
Fees for services: Other | $10,500 |
Advertising and promotion | $0 |
Office expenses | $3,262 |
Information technology | $8,622 |
Royalties | $0 |
Occupancy | $35,896 |
Travel | $0 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $720 |
Interest | $1,408 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $8,343 |
Insurance | $6,797 |
All other expenses | $0 |
Total functional expenses | $648,966 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $299,496 |
Savings and temporary cash investments | $356,311 |
Pledges and grants receivable | $0 |
Accounts receivable, net | $103,819 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $0 |
Inventories for sale or use | $34,160 |
Prepaid expenses and deferred charges | $4,664 |
Net Land, buildings, and equipment | $12,356 |
Investments—publicly traded securities | $1,269,049 |
Investments—other securities | $0 |
Investments—program-related | $0 |
Intangible assets | $7,409 |
Other assets | $0 |
Total assets | $2,087,264 |
Accounts payable and accrued expenses | $70,466 |
Grants payable | $0 |
Deferred revenue | $0 |
Tax-exempt bond liabilities | $0 |
Escrow or custodial account liability | $0 |
Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
Secured mortgages and notes payable | $37,197 |
Unsecured mortgages and notes payable | $0 |
Other liabilities | $0 |
Total liabilities | $107,663 |
Net assets without donor restrictions | $1,496,171 |
Net assets with donor restrictions | $483,430 |
Capital stock or trust principal, or current funds | $0 |
Paid-in or capital surplus, or land, building, or equipment fund | $0 |
Retained earnings, endowment, accumulated income, or other funds | $0 |
Total liabilities and net assets/fund balances | $2,087,264 |
Over the last fiscal year, Point Lobos Foundation has awarded $102,029 in support to 3 organizations.
Grant Recipient | Amount |
---|---|
BEARSAVER PURPOSE: Trash and Recycling Receptacles | $13,225 |
CALIFORNIA STATE PARKS PURPOSE: Trail Maintenance | $60,000 |
SIERRA CONTROLS LLC PURPOSE: Improvements to lift station PSLNR | $28,804 |