Civic Intelligence

Morro Bay Fourth Inc

990EZ • Fiscal year 2014 • EIN 37-1589135

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 18, 2015

Organization Profilewww.morrobay4th.org
PO Box 43Morro Bay, CA 93443

(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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

82nd percentile

26%

Higher net margin than 82% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

89th percentile

81%

Faster asset growth than 89% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

81st percentile

37%

Faster revenue growth than 81% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$30,877

Up $13,813 (+81%) from 2013

Net Assets

Up

$30,877

Up $13,813 (+81%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin82nd percentile

Revenue

Up

$52,317

Up $14,014 (+37%) from 2013

Expenses

Up

$38,654

Up $5,997 (+18%) from 2013

Net Income

Up

$13,663

Up $8,017 (+142%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth89th 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

2014

Assets$30,877
Liabilities$0
Net Assets$30,877
Open 2014 Filing

Operations Trend

Revenue Growth81st 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

2014

Revenue$52,317
Expenses$38,654
Net Income$13,663
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 18, 2015
Return Version
2014v5.0
Gross Receipts
$52,317
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.$30,627-
Compensation and Service Providers
Top Officer Pay82nd 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

Filer Name
Morro Bay 4th Inc
EIN
37-1589135
Phone
8057719272
Address
PO Box 43, Morro Bay, CA 93443

Signing Officer

Name
Susan Craig
Title
Treasurer
Signed
2015-08-18
Discuss with paid preparer
Yes

Preparer

Firm
Teriza Chaney Ea Inc
Address
36 N OCEAN AVE, CAYUCOS, CA 93430
Preparer
Teriza Chaney
Phone
8059950858
Supplemental Narrative

Additional Explanations

Other Revenue.1

“STATE TAX REFUND $19”

Other Expenses.1001

“Advertising and Promotion $6830”

Other Expenses.1012

“Insurance $1675”

Other Expenses.1

“Fireworks $19560”

Other Expenses.2

“Music $5427”

Other Expenses.3

“Booths $948”

Other Expenses.4

“Supplies $797”

Other Expenses.5

“Equipment Rental $545”

Other Expenses.6

“Generator $514”

Other Expenses.7

“Garbage $449”

Other Expenses.8

“Fence $304”

Other Expenses.9

“Prizes/Gift Bags $300”

Other Expenses.10

“Postage $291”

Other Expenses.11

“Filing Fees $120”

Other Expenses.12

“Party Expense $108”

Other Expenses.13

“Chamber Dues $100”

Other Expenses.14

“Miscellaneous $79”

Other Expenses.15

“Bank Service Charges $32”

Raw XML Appendix199 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.

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IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
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IRS990EZ/MethodOfAccountingCashInd0X
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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/OtherChangesInNetAssetsAmt0150
IRS990EZ/OtherExpensesTotalAmt038079
IRS990EZ/OtherRevenueTotalAmt019
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/ProgramServiceRevenueAmt034606
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided a fun and safe family celebration on the 4th of July.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt030627
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt08245
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt038654
IRS990EZ/TotalProgramServiceExpensesAmt030627
IRS990EZ/TotalRevenueAmt052317
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.morrobay4th.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09447
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt07076
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07743
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt08037
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt032303
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt034606
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt021193
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt025014
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt027869
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0108682
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt08245
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt011642
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt024371
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt016523
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt060781
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0201766
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt052298
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt039911
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt057128
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt052429
IRS990ScheduleA/Total509Grp/TotalAmt0201766
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt052298
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt039911
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt052429
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0201766
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0STATE TAX REFUND $19
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $6830
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $1675
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Fireworks $19560
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Music $5427
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Booths $948
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Supplies $797
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Equipment Rental $545
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Generator $514
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Garbage $449
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Fence $304
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Prizes/Gift Bags $300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Postage $291
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Filing Fees $120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Party Expense $108
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Chamber Dues $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Miscellaneous $79
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Bank Service Charges $32
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
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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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.15
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Susan Craig
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MORRO BAY 4TH INC
ReturnHeader/Filer/BusinessNameControlTxt0MORR
ReturnHeader/Filer/EIN0371589135
ReturnHeader/Filer/PhoneNum08057719272
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 43
ReturnHeader/Filer/USAddress/CityNm0Morro Bay
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093443
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TERIZA CHANEY EA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt036 N OCEAN AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CAYUCOS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093430
ReturnHeader/PreparerPersonGrp/PhoneNum08059950858
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TERIZA CHANEY
ReturnHeader/ReturnTs02015-08-18T09:50:22-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,877
Liabilities
$0
Net assets
$30,877
Revenue
$52,317
Expenses
$38,654
Net income
$13,663
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