Civic Intelligence

Morro Bay Fourth Inc

990EZ • Fiscal year 2013 • EIN 37-1589135

Jan 01, 2013 to Dec 31, 2013 • Filed on May 15, 2014

Organization Profilewww.morrobay4th.org
PO Box 4393443

(805) 771-9272

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

71st percentile

15%

Higher net margin than 71% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

85th percentile

49%

Faster asset growth than 85% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

52nd percentile

2.8%

Faster revenue growth than 52% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$17,064

Up $5,646 (+49%) from 2012

Net Assets

Up

$17,064

Up $5,646 (+49%) from 2012

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin71st percentile

Revenue

Up

$38,303

Up $1,032 (+2.8%) from 2012

Expenses

Down

$32,657

Down $10,878 (-25%) from 2012

Net Income

Up

$5,646

Up $11,910 (+190%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40K$30K$20K$10K$0Assets 2011: $15,701Net Assets 2011: $15,7012011Assets 2012: $11,418Net Assets 2012: $11,4182012Assets 2013: $17,064Liabilities 2013: $0Net Assets 2013: $17,0642013Assets 2014: $30,877Liabilities 2014: $0Net Assets 2014: $30,8772014

Highlighted filing

2013

Assets$17,064
Liabilities$0
Net Assets$17,064
Open 2013 Filing

Operations Trend

Revenue Growth52nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20KRevenue 2011: $52,429Expenses 2011: $43,942Net Income 2011: $8,4872011Revenue 2012: $37,271Expenses 2012: $43,535Net Income 2012: -$6,2642012Revenue 2013: $38,303Expenses 2013: $32,657Net Income 2013: $5,6462013Revenue 2014: $52,317Expenses 2014: $38,654Net Income 2014: $13,6632014

Highlighted filing

2013

Revenue$38,303
Expenses$32,657
Net Income$5,646
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 15, 2014
Return Version
2013v3.1
Gross Receipts
$39,911
Mission and Program Overview

Mission

The organization's primary exempt purpose is to provide a fun and safe family celebration on the 4th of July.

Program Services

DescriptionGrantsExpenses
Provided a fun and safe family celebration on the 4th of July.$29,943-
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Daniel PodestoPresidentPT$0--
Trina DoughertyVice PresidentPT$0--
Susan CraigTreasurerPT$0--
Sharon SmithSecretaryPT$0--
Bill PierceMemberPT$0--
Christine JohnsonMemberPT$0--
David WoodsMemberPT$0--
Chanel ChanningMemberPT$0--
Filing and Contact Details

Filer

EIN
37-1589135
Phone
8057719272

Signing Officer

Name
Susan Craig
Title
Treasurer
Signed
2014-05-15
Discuss with paid preparer
Yes

Preparer

Preparer
Laura Rarig-Leary CPA
Phone
8059950858
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $2136”

Other Expenses.1002

“Office Expenses $98”

Other Expenses.1012

“Insurance $1831”

Other Expenses.1

“Fireworks $19560”

Other Expenses.2

“Music $4914”

Other Expenses.3

“Supplies $1505”

Other Expenses.4

“Garbage $531”

Other Expenses.5

“Generator $402”

Other Expenses.6

“Bike Parade $384”

Other Expenses.7

“Fence $309”

Other Expenses.8

“Entertainers $200”

Other Expenses.9

“Prizes/Gift Bags $159”

Other Expenses.10

“Permit $149”

Other Expenses.11

“Chamber Dues $98”

Other Expenses.12

“Postage $46”

Other Expenses.13

“Filing Fees $35”

Raw XML Appendix189 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum08057719272
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10PO Box 43
IRS990EZ/BooksInCareOfDetail/USAddress/City0Morro Bay
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode093443
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt011418
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017064
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07076
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05646
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0300
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt011418
IRS990EZ/Form990TotalAssetsGrp/EOYAmt017064
IRS990EZ/FundraisingGrossIncomeAmt011642
IRS990EZ/GrossReceiptsAmt039911
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Daniel Podesto
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Trina Dougherty
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Susan Craig
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Sharon Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Bill Pierce
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Christine Johnson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6David Woods
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Chanel Channing
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt032357
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The organization's primary exempt purpose is to provide a fun and safe family celebration on the 4th of July.
IRS990EZ/ProgramServiceRevenueAmt021193
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided a fun and safe family celebration on the 4th of July.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt029943
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01608
IRS990EZ/SpecialEventsNetIncomeLossAmt010034
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt032657
IRS990EZ/TotalProgramServiceExpensesAmt029943
IRS990EZ/TotalRevenueAmt038303
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.morrobay4th.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07076
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt07743
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08037
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt022856
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt021193
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt025014
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt027869
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt074076
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt011642
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt024371
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt016523
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt052536
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0149468
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt039911
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt057128
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt052429
IRS990ScheduleA/Total509Grp/TotalAmt0149468
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt039911
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt057128
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt052429
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0149468
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $2136
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $98
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $1831
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Fireworks $19560
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Music $4914
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Supplies $1505
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Garbage $531
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Generator $402
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Bike Parade $384
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Fence $309
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Entertainers $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Prizes/Gift Bags $159
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Permit $149
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Chamber Dues $98
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Postage $46
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Filing Fees $35
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.13
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Susan Craig
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10MORRO BAY 4TH INC
ReturnHeader/Filer/BusinessNameControlTxt0MORR
ReturnHeader/Filer/EIN0371589135
ReturnHeader/Filer/PhoneNum08057719272
ReturnHeader/Filer/USAddress/AddressLine10PO Box 43
ReturnHeader/Filer/USAddress/City0Morro Bay
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode093443
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10LAURA RARIG-LEARY CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1036 N OCEAN AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0CAYUCOS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode093430
ReturnHeader/PreparerPersonGrp/PhoneNum08059950858
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Laura Rarig-Leary CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-05-15T11:40:14-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,064
Liabilities
$0
Net assets
$17,064
Revenue
$38,303
Expenses
$32,657
Net income
$5,646
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$30.9$0.00$30.9$52.3$38.7$13.7
2013Detailed filing. Detailed filing data is available for this year.$17.1$0.00$17.1$38.3$32.7$5.65
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.4$11.4$37.3$43.5$6.26
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.7$15.7$52.4$43.9$8.49