2024-11-15T10:08:07-06:00 2023-12-31 810742089 RGP LLP 3478 Buskirk Ave Ste 308 Pleasant Hill CA 94523 990 2023-01-01 770495799 The Panetta Institute for Public Policy PANE 8315824200 100 Campus Center Bldg 86E Seaside CA 93955 Sylvia M Panetta Co-Chair & CEO 8315824200 2024-11-13 1 0 Ward Pynn P00184378 9259540100 2024-11-13 2023 2024-10-15 13:58:12Z Sylvia M Panetta 100 Campus Center Bldg 86E Seaside CA 93955 2987313 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 16 76 0 0 2282236 2431147 224904 257500 135881 294442 524 4224 2643545 2987313 461417 519298 0 0 707392 807858 0 0 114075 521622 1133781 1690431 2460937 953114 526376 13762504 15205703 219090 263501 13543414 14942202 X See Schedule O 0 0 963570 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 2023 SEASON, MORE THAN 274 SPEAKERS HAD PARTICIPATED IN THE TWENTY-SIX YEARS OF THIS PROGRAM. ALL FOUR LECTURES WERE HELD IN PERSON IN 2023. 647862 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, D.C., AND PARTICIPATE IN THE DEMOCRATIC PROCESS FIRST HAND. BY 2023,577 STUDENTS HAD BEEN PLACED IN THE OFFICES OF MEMBERS OF THE CALIFORNIA CONGRESSIONAL DELEGATION THROUGH THIS PROGRAM. IN 2023,25 STUDENTS WERE PLACED IN CONGRESSIONAL OFFICES. 207856 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-FOUR 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. 266373 266373 2085661 1 1 0 0 0 0 0 1 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 36 0 1 16 0 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 Chairman & 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 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 Gordon E Eubanks Jr Director 1.00 X 0 0 0 Stanley J Meresman Director 1.00 X 0 0 0 Bettye Saxon Director 1.00 X 0 0 0 Dorian Daley Director 1.00 X 0 0 0 0 0 0 3 0 0 0 Washington Speakers Bureau 2020 Pennsylvania Ave 258 Washington DC 20006 Speakers administration 200000 Express Media 2225 Palou Ave San Francisco CA 94124 Media 164025 Encore 23918 Network Place Chicago IL 60673 Media 126306 3 715474 550000 1165673 401029 2431147 Ticket Sales - Lecture 900099 142500 142500 Program fees - CIP/Fel 900099 115000 115000 257500 294442 294442 Miscellaneous 900099 4224 4224 4224 2987313 261724 0 294442 519298 519298 658554 455288 157629 45637 7103 4911 1700 492 92180 63728 22064 6388 50021 34582 11973 3466 34229 28998 3262 1969 17742 15031 1691 1020 17466 15772 377 1317 83485 69266 7004 7215 67361 66364 997 34635 34635 Media Services 326676 326296 380 Speaker Fees 260000 260000 Lodging and meals for s 129164 98264 30900 student research survey 53000 53000 110023 74863 20866 14294 2460937 2085661 261201 114075 20768 1522072 7565595 6600520 255000 255000 15000 65000 10357 38385 651898 41156 610742 610742 5157289 6086984 127753 27000 13762504 15205703 184690 229501 34400 34000 219090 263501 X 13208414 14687202 335000 255000 13543414 14942202 13762504 15205703 526376 1247441 -375029 0 X 0 1 X 1 0 X 3374025 2396804 2303817 2282236 2431147 12788029 58968 58968 58968 58968 58968 294840 3432993 2455772 2362785 2341204 2490115 13082869 1202836 11880033 99680 105199 94129 135881 294442 729331 121334 524 4224 126082 13938282 500604 0.85230 0.85710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 41156 41156 0 610742 610742 610742 X 4234754 1247441 1247441 2987313 0 2987313 2835966 375029 375029 2460937 0 2460937 Part III, Line 4: Please refer to Schedule O 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 2020. 1 (1) Intern & Leadership Housing 25 313028 FMV (2) Tuition 25 111571 FMV (3) Intern expenses 25 82516 FMV (4) Intern Travel 25 12183 FMV X Supplies 12 26000 cost X Floral arrangements 5 7700 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-FOUR YEAR HISTORY, 615 STUDENTS HAVE ENROLLED IN THIS PROGRAM. THE PROGRAM RETURNED IN PERSON IN 2023 WITH 22 STUDENTS PARTICIPATING IN THE PROGRAM. 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 SINCE 2020. 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, CHAIRMAIN, AND SYLVIA PANETTA, CO-CHAIR & CEO, 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.