Newport Beach Public Library Foundation

Help make your Library happen everyday and for everyone!

aka Newport Beach Public Library Foundation   |   Newport Beach, CA   |
GuideStar Charity Check

Newport Beach Public Library Foundation

EIN: 33-0593010



Ruling year info



Jerold Kappel

Main address

1000 Avocado Ave

Newport Beach, CA 92660 USA

Show more contact info



Subject area info

Arts and culture

Public libraries

Population served info




NTEE code info

Arts, Cultural Organizations - Multipurpose (A20)

Fund Raising and/or Fund Distribution (A12)

Other Art, Culture, Humanities Organizations/Services N.E.C. (A99)

What we aim to solve

SOURCE: Self-reported by organization

Government funding for libraries is not robust, especially when it comes to adding resources and programs not provided by government funding. The Newport Beach Public Library Foundation was founded in 1989 to help raise funds for the construction of a Central Library building in Newport Beach. The Foundation continued to provide funding for special projects and resources as requested by the Newport Beach Board of Library Trustees. Over 1.2 million people from across the region visit the Central Lbrary and its three branches annually, and use the digital library, known as the eBranch, especially during the recent pandemic closure. The Library also has few funds to provide programming for the community, such as lectures, seminars, book clubs, and other special initiatives. To fully engage the broader community, these programs are essential.

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Witte Distinguished Lecture Series

The Witte Lectures brings renowned speakers to the Newport Beach Public Library, providing the public with a forum for ideas and conversation about the environment, geopolitics, science, technology, economy, the arts and
humanities, and other relevant issues of our times.

Population(s) Served

Library Live was created by the Newport Beach Public Library Foundation in 1995 to provide a unique forum for outstanding writers, authors and thinkers to appear at the Newport Beach Public Library. At a Library Live event, the audience has an opportunity to hear from the speaker, engage in dialogue, and purchase books.

Population(s) Served

A lecture series featuring medical professionals from the University of California Irvine Health division. It is free to all and presentations are archived for free viewing on the Foundation's website.

Population(s) Served

The “It’s Your Money! and “It’s Your Estate” sessions cover the business of money and estate planning; 9 hours of objective education over a six-week period. The instructors are local FEE ONLY financial advisors who all act in a fiduciary capacity with their clients. None of the speakers are licensed to sell any financial products. You will learn how they charge and the steps you need to take on your financial plan with or without a professional.

Population(s) Served

Initiated in 1996, Book Discussion Group members select, read, and discuss 9-10 books per year. All are welcome and the program is FREE. The books are available through the Newport Beach Public Library.

Population(s) Served

The Newport Beach Public Library Foundation in collaboration with UCI Humanities Center presents a program called Stories from the Sea: An Oral History Project. The program teamed a group of literary, journalism, history, and humanities students and professors to create a multi-generational, multi-media oral history project/presentation documenting our community members’ stories. Funded in part by a grant from the California Humanities Council and private foundations.

Population(s) Served

Where we work

Our results

SOURCE: Self-reported by organization

How does this organization measure their results? It's a hard question but an important one.

Number of list subscribers

This metric is no longer tracked.
Totals By Year
Population(s) Served

Ethnic and racial groups, Retired people, Academics

Type of Metric

Output - describing our activities and reach

Direction of Success


Context Notes

The Foundation has greatly expanded its outreach to the community. It adds 300 names a month to its lists with a small (20 or so) unsubscribe.

Total dollars received in contributions

This metric is no longer tracked.
Totals By Year
Population(s) Served

Adults, Ethnic and racial groups, Adolescents, Children, Preteens

Type of Metric

Input - describing resources we use

Direction of Success


Context Notes

Fiscal year 2022 saw an increase in both annual giving (514,990) and earned revenue. In addition, the Foundation commenced a $7 million capital campaign for a new lecture hall.

Our Sustainable Development Goals

SOURCE: Self-reported by organization

Learn more about Sustainable Development Goals.

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

In addition to continue to provide funding for special requests from the Library Trustees, and maintaining the excellence of current programs, the Foundation has entered into a Memorandum of Understanding with the City of Newport Beach to raise one-half of the funds needed to construct a state-of-the-art, 299 seat free-standing lecture hall to be built adjacent to the Central Library and on the grounds of the Newport Beach Civic Center. This hall will not only serve the needs of the Library, the Foundation, and the City programs, but will be available for nonprofit, civic, and educational institutions in the City of Newport Beach. The Library Hall will be the crown jewel in the development of the Civic Center Campus, bringing more people to this cultural, educational, and civic community gathering place.

A library is a critical community educational, cultural, and gathering place for all peoples and all ages. Providing necessary philanthropic funding and programming is what makes a library a strong institution and helps build a sustainable community.
The Foundation will continue to provide the funding necessary to make the Newport Beach Library a premier community institution that provides a wide range of service for the residents of Newport Beach and the surrounding community. It will do this by expanding its services, providing increased outreach to the community on behalf of the Library and Foundation, and developing the financial and human resources needed to achieve its goals.
The Foundation will actively seek to present programs that attract the wide range of an increasingly diverse community. It will program speakers from diverse cultures and backgrounds presenting a spectrum of ideas and research.

The Foundation has an active Board of Directors and program committees of committed volunteers. The professional staff works closely with the Library staff and the Board of Library Trustees, as well as the City government and its departments.
The Foundation's donors are responsive to the needs of the Foundation and the Library and the Foundation receives excellent support from the community.

In the past decade, the Foundation has contributed more than $7 million dollars to fund programs, technology, and services for the 1.2 million annual users of the four library branches. With the successful launch and completion of the capital campaign, the Foundation will have aidied in the construction of the Central Library and a state-of-the-art library and community hall, the only such facility in all of Newport Beach.

How we listen

SOURCE: Self-reported by organization

Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.

done We demonstrated a willingness to learn more by reviewing resources about feedback practice.
done We shared information about our current feedback practices.
  • Who are the people you serve with your mission?

    The Foundation is a membership organization, but serves all the 1.2 million people that use the four branches and the eBranch (digital library) annually. Our funding has provided such library resources as an advanced Media Lab, broadcast/recording booth, "Tech Toys" (video and still cameras, recording equipment, converters), self-checkout machines, wayfinding kiosk and signage, laptops for onsite use, and many capital improvements in the libraries, in addition to funding for additional collections. Our four lecture series are open to the public, and two of these series, Medicine in Our Backyard (in partnership with UCI Health) and Financial Literacy, are free. The Foundation also runs a Book Discussion Club and provides special programs, such as Stories from the Sea, when funded.

  • How is your organization collecting feedback from the people you serve?

    Electronic surveys (by email, tablet, etc.), Constituent (client or resident, etc.) advisory committees,

  • How is your organization using feedback from the people you serve?

    To identify bright spots and enhance positive service experiences, To inform the development of new programs/projects, To strengthen relationships with the people we serve,

  • What significant change resulted from feedback?

    During the pandemic shutdown, the Foundation could not celebrate new members who had made a contributory commitment to the Foundation. Many members felt disconnected from the organization. The Foundation developed a new member reception and special lecture by a renowned local author to honor those who supported the Foundation during the period when programs had to go virtual and donor benefits not really available. The Foundation initated post-program surveys this year and are taking into account the comments that were returned in programming for the coming season.

  • With whom is the organization sharing feedback?

    Our staff, Our board, Our community partners,

  • How has asking for feedback from the people you serve changed your relationship?

    The two premier lecture series--Wiite Distinguished Speaker Series and LIbrary Live--have committees that advise on the speakers to be contracted and the overall impact of these programs. The post-lecture surveys have been very helpful as they advise on current and future programming.

  • Which of the following feedback practices does your organization routinely carry out?

    We aim to collect feedback from as many people we serve as possible, We look for patterns in feedback based on people’s interactions with us (e.g., site, frequency of service, etc.), We engage the people who provide feedback in looking for ways we can improve in response, We act on the feedback we receive,

  • What challenges does the organization face when collecting feedback?

    We don't have any major challenges to collecting feedback,


Newport Beach Public Library Foundation
Fiscal year: Jul 01 - Jun 30
Financial documents
2021 Newport Beach Public Library Foundation
done  Yes, financials were audited by an independent accountant. info

Revenue vs. expenses:  breakdown

SOURCE: IRS Form 990 info
Note: When component data are not available, the graph displays the total Revenue and/or Expense values.

Liquidity in 2021 info

SOURCE: IRS Form 990


Average of 226.21 over 10 years

Months of cash in 2021 info

SOURCE: IRS Form 990


Average of 6.9 over 10 years

Fringe rate in 2021 info

SOURCE: IRS Form 990


Average of 9% over 10 years

Funding sources info

Source: IRS Form 990

Assets & liabilities info

Source: IRS Form 990

Financial data

Source: IRS Form 990 info

Newport Beach Public Library Foundation

Revenue & expenses

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990

Fiscal year ending: cloud_download Download Data

Newport Beach Public Library Foundation

Balance sheet

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990

The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.

Fiscal year ending: cloud_download Download Data

Newport Beach Public Library Foundation

Financial trends analysis Glossary & formula definitions

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990

This snapshot of Newport Beach Public Library Foundation’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.

Created in partnership with

Business model indicators

Profitability info 2017 2018 2019 2020 2021
Unrestricted surplus (deficit) before depreciation $21,853 -$125,547 -$148,511 $89,994 $11,280
As % of expenses 2.3% -13.2% -19.0% 12.5% 2.1%
Unrestricted surplus (deficit) after depreciation $21,227 -$125,901 -$149,327 $89,741 $10,508
As % of expenses 2.2% -13.3% -19.1% 12.4% 2.0%
Revenue composition info
Total revenue (unrestricted & restricted) $805,749 $899,937 $625,015 $833,620 $721,757
Total revenue, % change over prior year 12.5% 11.7% -30.5% 33.4% -13.4%
Program services revenue 48.2% 30.2% 36.6% 54.2% 31.4%
Membership dues 13.9% 0.0% 0.0% 0.0% 0.0%
Investment income 7.7% 15.2% 16.8% 7.6% 26.3%
Government grants 0.0% 0.0% 0.0% 0.0% 0.0%
All other grants and contributions 28.6% 43.5% 46.6% 38.1% 37.7%
Other revenue 1.6% 11.2% 0.0% 0.0% 4.7%
Expense composition info
Total expenses before depreciation $947,554 $949,198 $781,503 $720,834 $528,630
Total expenses, % change over prior year 2.1% 0.2% -17.7% -7.8% -26.7%
Personnel 26.7% 28.7% 32.5% 37.7% 45.3%
Professional fees 0.0% 0.0% 7.5% 4.9% 8.4%
Occupancy 0.0% 0.0% 0.0% 0.0% 0.0%
Interest 0.0% 0.0% 0.0% 0.0% 0.0%
Pass-through 0.0% 0.0% 0.0% 0.0% 0.0%
All other expenses 73.3% 71.3% 60.0% 57.3% 46.3%
Full cost components (estimated) info 2017 2018 2019 2020 2021
Total expenses (after depreciation) $948,180 $949,552 $782,319 $721,087 $529,402
One month of savings $78,963 $79,100 $65,125 $60,070 $44,053
Debt principal payment $0 $0 $0 $0 $0
Fixed asset additions $0 $0 $0 $3,860 $0
Total full costs (estimated) $1,027,143 $1,028,652 $847,444 $785,017 $573,455

Capital structure indicators

Liquidity info 2017 2018 2019 2020 2021
Months of cash 4.0 3.0 1.7 6.5 9.7
Months of cash and investments 34.5 34.5 39.9 46.4 81.1
Months of estimated liquid unrestricted net assets 13.6 12.0 12.3 14.7 20.3
Balance sheet composition info 2017 2018 2019 2020 2021
Cash $317,577 $235,103 $111,577 $391,175 $428,757
Investments $2,409,775 $2,495,437 $2,486,042 $2,394,008 $3,144,065
Receivables $140,057 $44,095 $16,754 $14,674 $10,546
Gross land, buildings, equipment (LBE) $3,573 $3,573 $3,573 $7,433 $7,434
Accumulated depreciation (as a % of LBE) 62.9% 72.8% 95.7% 49.4% 59.8%
Liabilities (as a % of assets) 0.2% 0.6% 0.6% 3.2% 3.6%
Unrestricted net assets $1,073,890 $947,989 $798,662 $888,403 $898,911
Temporarily restricted net assets $379,074 $401,131 $393,154 N/A N/A
Permanently restricted net assets $1,420,338 $1,420,338 $1,420,338 N/A N/A
Total restricted net assets $1,799,412 $1,821,469 $1,813,492 $1,836,284 $2,559,969
Total net assets $2,873,302 $2,769,458 $2,612,154 $2,724,687 $3,458,880

Key data checks

Key data checks info 2017 2018 2019 2020 2021
Material data errors No No No No No


The people, governance practices, and partners that make the organization tick.

Letter of Determination is not available for this organization
Form 1023/1024 is not available for this organization


Jerold Kappel

Jerold Kappel CFRE, CEO of the Newport Beach Public Library Foundation, is a nonprofit executive with expertise in executive management, organizational development, external affairs, board development, project direction and financial management. Kappel directed external affairs for four major nonprofit organizations, supervising fundraising, marketing, and public and government affairs. Kappel has served as interim CEO for four organizations, being honored as Interim Executive of the year. He has been responsible for $150 million in contributions for the organizations he has served as CEO or CDO, consultant or board director. He has experience in and deep knowledge of effective philanthropy.

Number of employees

Source: IRS Form 990

Newport Beach Public Library Foundation

Officers, directors, trustees, and key employees

SOURCE: IRS Form 990

Show data for fiscal year
Compensation data
Download up to 5 most recent years of officer and director compensation data for this organization

There are no highest paid employees recorded for this organization.

Newport Beach Public Library Foundation

Board of directors
as of 01/19/2023
SOURCE: Self-reported by organization
Board of directors data
Download the most recent year of board of directors data for this organization
Board chair

Karen Clark

Dorothy Larson

John Prichard

Knightsbridge Asset Management

Kevin Barlow

Miracle Mile Advisors

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? Not applicable
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? No

Organizational demographics

SOURCE: Self-reported; last updated 3/18/2022

Who works and leads organizations that serve our diverse communities? GuideStar partnered on this section with CHANGE Philanthropy and Equity in the Center.


The organization's leader identifies as:

Race & ethnicity
Gender identity
Male, Not transgender (cisgender)
Sexual orientation
Heterosexual or Straight
Disability status
Person with a disability

Race & ethnicity

Gender identity


Sexual orientation

No data


No data

Equity strategies

Last updated: 01/28/2022

GuideStar partnered with Equity in the Center - an organization that works to shift mindsets, practices, and systems to increase racial equity - to create this section. Learn more

  • We have long-term strategic plans and measurable goals for creating a culture such that one’s race identity has no influence on how they fare within the organization.
Policies and processes
  • We seek individuals from various race backgrounds for board and executive director/CEO positions within our organization.
  • We have community representation at the board level, either on the board itself or through a community advisory board.
  • We engage everyone, from the board to staff levels of the organization, in race equity work and ensure that individuals understand their roles in creating culture such that one’s race identity has no influence on how they fare within the organization.