Pebble Beach Company Foundation

EIN: 510189888 501(c)(3) Philanthropy & Grantmaking

PEBBLE BEACH, CA

Total Revenue
$5,730,456
Total Expenses
$3,289,176
Total Assets
$27,960,546
Net Assets
$26,704,495
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1975
Legal Domicile
CA
Phone
8316497651
Tax Period
2023-01-01 to 2023-12-31

Pebble Beach Company Foundation, founded in 1975, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $5.7M in total revenue in fiscal year 2023. Revenue surged 62% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.4M, a strong 43% operating margin.

Mission

To provide quality educational opportunities for Monterey County youth. We are committed to funding quality educational programs & awarding scholarships & financial aid to benefit Monterey County students.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $4,969,851
Program Service Revenue $0
Investment Income $760,605
Other Revenue $0
TOTAL REVENUE $5,730,456

Expense Breakdown

Grants Paid $3,135,242
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $3,135,242
Other Expenses $153,934
TOTAL EXPENSES $3,289,176

Year-over-Year Comparison

2023 2022 Change
Revenue $5,730,456 $3,546,305 +0.6%
Expenses $3,289,176 $1,519,666 +1.2%
Net Income $2,441,280 $2,026,639 +0.2%
Key Indicators
✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
11
Independent Members
6
Employees
N/A
Volunteers
11

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
⚠ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$0
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A SECRETARY/DIRECTOR 10.0
Officer Director
$0 $0 $0
N/A TREASURER/DIRECTOR 10.0
Officer Director
$0 $0 $0
N/A VICE PRESIDENT/DIRECTOR 10.0
Officer Director
$0 $0 $0
N/A PRESIDENT/DIRECTOR 30.0
Officer Director
$0 $0 $0
N/A DIRECTOR 5.0
Director
$0 $0 $0
N/A DIRECTOR 10.0
Director
$0 $0 $0
N/A DIRECTOR 5.0
Director
$0 $0 $0
N/A DIRECTOR 10.0
Director
$0 $0 $0
N/A DIRECTOR 10.0
Director
$0 $0 $0
N/A DIRECTOR 5.0
Director
$0 $0 $0
N/A DIRECTOR 5.0
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $5,730,456 $3,289,176 $27,960,546 $2,441,280
2022 $3,546,305 $1,519,666 $21,356,796 $2,026,639
2021 $2,800,276 $1,360,706 $23,387,843 $1,439,570
2020 $3,761,309 $2,679,168 $20,172,899 $1,082,141
2019 $2,707,191 $1,324,789 $17,395,385 $1,382,402
2018 $2,727,917 $1,177,555 $13,784,568 $1,550,362
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