2023-11-16T14:34:13-06:00 2022-12-31 810742089 RGP LLP 3478 Buskirk Ave Ste 308 Pleasant Hill CA 94523 990 2022-01-01 770495799 The Panetta Institute for Public Policy PANE 8315824200 100 Campus Center Bldg 86E Seaside CA 93955 Sylvia M Panetta CEO & Co-Chair 8315824200 2023-11-15 1 Sylvia Panetta 999009999 0 Ward Pynn P00184378 9259540100 2023-11-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Sylvia M Panetta 100 Campus Center Bldg 86E Seaside CA 93955 2622045 0 X www.panettainstitute.org X 1998 CA To operate a bipartisan center of studies to support the advancement of public policy and to promote public service. 14 14 17 0 0 0 2622116 2312236 286700 173404 129172 135881 3367 524 3041355 2622045 557406 376709 0 0 644315 707392 0 0 107660 481089 541040 1682810 1625141 1358545 996904 13920519 13711004 33421 123800 13887098 13587204 X See Schedule O 0 0 342391 FORM 990, PART III, LINE 4A: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 2022 SEASON, MORE THAN 260 SPEAKERS HAD PARTICIPATED IN THE TWENTY-FIVE YEARS OF THIS PROGRAM. DUE TO COVID-19 ALL FOUR LECTURES WERE HELD ONLINE IN 2022. 540165 Form 990, Part III, Line 4b:CONGRESSIONAL INTERNSHIP PROGRAM - THIS PROGRAM HAS DEVELOPED A REPUTATION AS THE PREMIER INTERN PROGRAM IN THE NATION AND PROVIDES AN OPPORTUNITY FOR QUALIFIED STUDENTS FROM ALL ECONOMIC BACKGROUNDS TO WORK IN WASHINGTON, DC AND PARTICIPATE IN THE DEMOCRATIC PROCESS FIRST HAND. BY 2022,552 STUDENTS HAD BEEN PLACED IN THE OFFICES OF MEMBERS OF THE CALIFORNIA CONGRESSIONAL DELEGATION THROUGH THIS PROGRAM. IN 2022, 25 STUDENTS WERE PLACED IN CONGRESSIONAL OFFICES. 163587 Form 990, Part III, Line 4c:YOUTH CIVIC ENGAGEMENT RESEARCH:EVERY SPRING,THE INSTITUTE CONDUCTS A NATIONWIDE SURVEY OF COLLEGE STUDENTS TO HELP GUIDE THE CURRICULUM AND PROGRAMS, THIS STUDY EXPLORES THE ATTITUDES AND OPINIONS OF COLLEGE STUDENTS ON MANY TOPICS, INCLUDING CURRENT NATIONAL AND INTERNATIONAL ISSUES, SOCIAL, POLITICAL AND ECONOMIC TRENDS, LEVEL OF POLITICAL INVOLVEMENT AND CAREER EXPECTATIONS. FOR TWENTY-TWO YEARS, THE INSTITUTE'S NATIONWIDE POLL HAS BECOME A HIGHLY RESPECTED SOURCE OF INFORMATION FOR ACADEMICS, RESEARCHERS, POLITICAL SCIENTISTS, AND POLICY MAKERS AND JOURNALISTS INTERESTED IN ANALYZING TWO DECADES OF COLLECTED DATA.SEE SCHEDULE O FOR ADDITONAL PROGRAM SERVICE ACTIVITIES. 170762 170762 1216905 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 31 0 1 17 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X Sylvia M Panetta 8315824200 100 Campus Center Bldg 86E Seaside CA 93955 X Secretary Leon E Panetta Chair & Director 20.00 X X 0 0 0 Sylvia M Panetta Co-Chair & CEO & Director 40.00 X X 0 0 0 Catherine C Brock Secretary & Director 1.00 X X 0 0 0 Ted J Balestreri Treasurer & Director 1.00 X X 0 0 0 Bettye Saxon Director 1.00 X 0 0 0 David J Benjamin III Director 1.00 X 0 0 0 George W Couch III Director 1.00 X 0 0 0 Tonya A Antle Vice Chair & Director 1.00 X X 0 0 0 Rhonda A Williams Director 1.00 X 0 0 0 Donald Chapin Jr Director 1.00 X 0 0 0 Simon Salinas Director 1.00 X 0 0 0 Dorian Daley director 1.00 X 0 0 0 Gordon E Eubanks Jr Director 1.00 X 0 0 0 Stanley J Meresman director 1.00 X 0 0 0 0 0 0 0 0 0 0 0 791768 550000 970468 124296 2312236 Ticket Sales - Lecture 900099 116404 116404 Program fees - CIP/Fel 900099 57000 57000 173404 135881 135881 Miscellaneous 900099 524 524 524 2622045 173928 0 135881 376709 376709 584243 363226 176571 44446 6722 4179 2032 511 71822 44652 21706 5464 44605 27731 13481 3393 16831 14308 1574 949 31963 27079 3046 1838 76413 74959 185 1269 83108 69173 9470 4465 27251 21217 6034 61882 34006 27876 61839 61839 Speaker Fees 90000 90000 Program Event Costs 31460 22241 1502 7717 In-kind CSMB contributi 26000 16164 7858 1978 Media Services 18208 17396 550 262 16085 13865 762 1458 1625141 1216905 300576 107660 31636 20768 7021174 7565595 255000 255000 33000 15000 456 10357 651898 41156 610742 610742 5818406 5157289 150105 76253 13920519 13711004 29421 119400 4000 4400 33421 123800 X 13472098 13252204 415000 335000 13887098 13587204 13920519 13711004 996904 -1198502 -98296 0 X 0 1 X 0 0 X 2595840 3374025 2396804 2303817 2087134 12757620 58968 58968 58968 58968 58968 294840 2654808 3432993 2455772 2362785 2146102 13052460 1328688 11723772 68435 99680 105199 94129 135881 503324 121334 524 121858 13677642 243104 0.85710 0.89750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 41156 41156 0 610742 610742 610742 X Part X, Line 2: FORM 990, SCHEDULE D, PART X, LINE 2 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 2018. 1 (1) Intern Housing 25 259677 FMV (2) Tuition 25 14943 FMV (3) Intern expenses 25 79050 FMV (4) Intern Travel 25 23039 FMV X Supplies 12 26000 cost 0 0 0 FORM 990, PART III, LINE 1: AS A NONPARTISAN CENTER FOR THE STUDY OF PUBLIC POLICY, THE PANETTA INSTITUTE HELPS OUR COMMUNITIES AND THE COUNTRY MEET THE CHALLENGES OF THE 21 ST 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. 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. IN ITS TWENTY-TWO YEAR HISTORY, 574 STUDENTS HAVE ENROLLED IN THIS PROGRAM. IN 2021, 25 STUDENTS COMPLETED THE PROGRAM ONLINE. LEON E PANETTA ARCHIVE - THE PERSONAL PAPERS OF SECRETARY PANETTA'S FIFTY YEARS IN PUBLIC SERVICE HAVE BEEN ARCHIVED AT THE PANETTA INSTITUTE TO PRESERVE A HISTORICAL RECORD FOR STUDY. 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. DUE TO COVID-19 RESTRICTIONS, THIS PROGRAM WAS PLACED ON HOLD DURING 2020 AND 2021. SINCE ITS INCEPTION IN 1997, TO THE END OF MARCH 2020, MCR HAS RECRUITED AND TRAINED MORE THAN 3,950 VOLUNTEERS WHO HAVE LOGGED MORE THAN 135,210 HOURS READING ONE TO ONE WITH MORE THAN 20,200 STUDENTS. Form 990, Part VI, Section A, line 2 SECRETARY LEON PANETTA, CHAIR, AND SYLVIA PANETTA, PRESIDENT AND CO-CHAIR, ARE A MARRIED COUPLE. Form 990, Part VI, Section B, 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 CONFLICTS 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 15 PROCESS FOR DETERMINING COMPENSATION: THE CEO OF THE PANETTA INSTITUTE IS NOT COMPENSATED Form 990, Part VI, Section C, 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 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.