Pebble Beach Company Foundation

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1975

Legal Domicile

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

Our mission is to provide quality educational opportunities for Monterey County youth. We are committed to funding quality educational programs and awarding scholarships and financial aid to benefit Monterey County students from pre-kindergarten to postgraduate levels. These awards create a brighter future for our youth and our community.

Program Service Accomplishments

Program 1

Expenses: $2,992,742 Revenue: $0

GRANTS TO CHARITABLE ORGANIZATIONS.

Program 2

Expenses: $142,500 Revenue: $0

PROVIDE SCHOLARSHIPS TO QUALIFIED CHILDREN OF PEBBLE BEACH COMPANY EMPLOYEES.

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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%)

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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

Total Directors

Key Employees

Highest Compensated

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