Civic Intelligence

Morro Bay Community Quota Fund

990EZ • Fiscal year 2014 • EIN 46-2273232

Jan 01, 2014 to Dec 31, 2014 • Filed on May 07, 2015

695 Harbor StreetMorro Bay, CA 93442

(805) 252-7514

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.87x

Higher debt load relative to assets than 93% of similar nonprofits.

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

Liabilities / Revenue

98th percentile

2.81x

Higher debt load relative to revenue than 98% of similar nonprofits.

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

Net Margin

90th percentile

43%

Higher net margin than 90% of similar nonprofits.

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

Top Officer Pay

81st percentile

$15,900

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 17.7% of source-year revenue.

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

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2013 to 2014

Assets

Up

$290,850

Up $290,850 from 2013

Net Assets

Up

$38,717

Up $38,717 from 2013

Liabilities

$252,133

No earlier filing loaded for comparison.

Revenue

Up

$89,742

Up $89,742 from 2013

Expenses

$51,025

No earlier filing loaded for comparison.

Net Income

$38,717

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2012: $0Liabilities 2012: $02012Assets 2013: $0Net Assets 2013: $02013Assets 2014: $290,850Liabilities 2014: $252,133Net Assets 2014: $38,7172014Assets 2015: $1,989,679Liabilities 2015: $250,963Net Assets 2015: $1,738,7162015Assets 2016: $2,023,230Liabilities 2016: $234,950Net Assets 2016: $1,788,2802016Assets 2017: $2,056,522Liabilities 2017: $208,108Net Assets 2017: $1,848,4142017Assets 2018: $2,093,134Liabilities 2018: $179,893Net Assets 2018: $1,913,2412018Assets 2019: $2,144,793Liabilities 2019: $63,526Net Assets 2019: $2,081,2672019Assets 2020: $2,183,933Liabilities 2020: $0Net Assets 2020: $2,183,9332020Assets 2021: $2,273,672Liabilities 2021: $0Net Assets 2021: $2,273,6722021Assets 2022: $2,375,716Liabilities 2022: $0Net Assets 2022: $2,375,7162022Assets 2023: $2,451,127Liabilities 2023: $1Net Assets 2023: $2,451,1262023Assets 2024: $2,522,796Liabilities 2024: $0Net Assets 2024: $2,522,7962024

Highlighted filing

2014

Assets$290,850
Liabilities$252,133
Net Assets$38,717

Operations Trend

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

$300K$200K$100K$0Revenue 2012: $0Expenses 2012: $0Net Income 2012: $02012Revenue 2013: $02013Revenue 2014: $89,742Expenses 2014: $51,025Net Income 2014: $38,7172014Revenue 2015: $123,632Expenses 2015: $98,517Net Income 2015: $25,1152015Revenue 2016: $124,108Expenses 2016: $74,544Net Income 2016: $49,5642016Revenue 2017: $142,667Expenses 2017: $82,533Net Income 2017: $60,1342017Revenue 2018: $161,349Expenses 2018: $96,522Net Income 2018: $64,8272018Revenue 2019: $243,590Expenses 2019: $75,564Net Income 2019: $168,0262019Revenue 2020: $165,841Expenses 2020: $63,175Net Income 2020: $102,6662020Revenue 2021: $150,009Expenses 2021: $60,270Net Income 2021: $89,7392021Revenue 2022: $160,702Expenses 2022: $58,658Net Income 2022: $102,0442022Revenue 2023: $142,899Expenses 2023: $67,489Net Income 2023: $75,4102023Revenue 2024: $130,801Expenses 2024: $59,131Net Income 2024: $71,6702024

Highlighted filing

2014

Revenue$89,742
Expenses$51,025
Net Income$38,717
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 7, 2015
Return Version
2014v5.0
Gross Receipts
$89,742
Mission and Program Overview

Mission

To obtain, administer and manage legally regognized and enforceable fishing privileges from various agencies, organizations and/or individuals and hold them in the san luis obispo county. (more details on schedule o).

To obtain, administer and manage legally recognized and enforceable fishing privileges from various agencies, organizations and/or individuals and hold them in the san luis obispo county. To preserve and improve knowledge of regional fish stocks for community access. To improve consumer knowledge of and access to high quality local seafood products and engage in efforts to create a market distinction for local and sustainably caught seafood in order to support corporation activities and community fishery infrastructure.

Program Services

DescriptionGrantsExpenses
ENSURE A FINANCIALLY STABLE AND ENVIRONMENTALLY SUSTAINABLE M0RRO BAY FISHERY BUILT UPON LOCAL STEWARDSHIP OF GROUNDFISH RESOURCES.$51,025-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREA LUEKERExecutive DirectorPT$15,900-$15,900
ROBERT SEITZPresident-$0--
JANICE PETERSVice President-$0--
RICK ALGERTSecretary/Treas-$0--
CAPT JEREMIAH O'BRIENDirector-$0--
DR DEAN WENDTDirector-$0--
DR ROBERT DEACONDirector-$0--
ERIC ENDERSBYDirector-$0--
EDWARD BACKUSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Morro Bay Community Quota Fund
EIN
46-2273232
Phone
8052527514
Address
695 Harbor Street, Morro Bay, CA 93442

Signing Officer

Name
Rick Algert
Title
Secretary/treas
Signed
2015-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Burkart and Associates
Address
694 SANTA ROSA ST, SAN LUIS OBISPO, CA 93401
Preparer
Cole Stevens
Phone
8055436876
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $1385

Other Expenses.1005

Travel $780

Other Expenses.1012

Insurance $2770

Other Expenses.1

DEBT SERVICE $6065

Other Expenses.2

QUOTA POUNDS $4695

Other Expenses.3

MISCELLANEOUS $676

Other Expenses.4

BOARD EXPENSES $231

Other Expenses.5

MEMBERSHIPS $225

Other Assets.1012

Intangible Assets - Beginning $0 Intangible Assets - Ending $250000

Total Liabilities.1008

Unsecured Notes and Loans Payable - Beginning $0 Unsecured Notes and Loans Payable - Ending $250000

Total Liabilities.1

PAYROLL LIABILITIES - Beginning $0 PAYROLL LIABILITIES - Ending $2133

Raw XML Appendix162 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Rick Algert
IRS990EZ/BooksInCareOfDetail/PhoneNum08052527514
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0695 Harbor Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Morro Bay
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093442
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt040850
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt038717
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt015541
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0290850
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt089742
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt038717
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt038717
IRS990EZ/OccupancyRentUtltsAndMaintAmt01010
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt810.00
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/CompensationAmt815900
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROBERT SEITZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JANICE PETERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RICK ALGERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CAPT JEREMIAH O'BRIEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DR DEAN WENDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DR ROBERT DEACON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ERIC ENDERSBY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7EDWARD BACKUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ANDREA LUEKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY/TREAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Executive Dir.
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0250000
IRS990EZ/OtherExpensesTotalAmt016827
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO OBTAIN, ADMINISTER AND MANAGE LEGALLY RECOGNIZED AND ENFORCEABLE FISHING PRIVILEGES FROM VARIOUS AGENCIES, ORGANIZATIONS AND/OR INDIVIDUALS AND HOLD THEM IN THE SAN LUIS OBISPO COUNTY. TO PRESERVE AND IMPROVE KNOWLEDGE OF REGIONAL FISH STOCKS FOR COMMUNITY ACCESS. TO IMPROVE CONSUMER KNOWLEDGE OF AND ACCESS TO HIGH QUALITY LOCAL SEAFOOD PRODUCTS AND ENGAGE IN EFFORTS TO CREATE A MARKET DISTINCTION FOR LOCAL AND SUSTAINABLY CAUGHT SEAFOOD IN ORDER TO SUPPORT CORPORATION ACTIVITIES AND COMMUNITY FISHERY INFRASTRUCTURE.
IRS990EZ/ProgramServiceRevenueAmt089742
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ENSURE A FINANCIALLY STABLE AND ENVIRONMENTALLY SUSTAINABLE M0RRO BAY FISHERY BUILT UPON LOCAL STEWARDSHIP OF GROUNDFISH RESOURCES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt051025
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt017647
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0252133
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt051025
IRS990EZ/TotalProgramServiceExpensesAmt051025
IRS990EZ/TotalRevenueAmt089742
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.MORROBAYCOMMUNITYQUOTAFUND.ORG
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalSupportAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1385
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $780
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $2770
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DEBT SERVICE $6065
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4QUOTA POUNDS $4695
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MISCELLANEOUS $676
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BOARD EXPENSES $231
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MEMBERSHIPS $225
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Intangible Assets - Beginning $0 Intangible Assets - Ending $250000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Unsecured Notes and Loans Payable - Beginning $0 Unsecured Notes and Loans Payable - Ending $250000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PAYROLL LIABILITIES - Beginning $0 PAYROLL LIABILITIES - Ending $2133
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1005
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 Assets.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Total Liabilities.1008
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Total Liabilities.1
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICK ALGERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREAS
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Morro Bay Community Quota Fund
ReturnHeader/Filer/BusinessNameControlTxt0MORR
ReturnHeader/Filer/EIN0462273232
ReturnHeader/Filer/PhoneNum08052527514
ReturnHeader/Filer/USAddress/AddressLine1Txt0695 Harbor Street
ReturnHeader/Filer/USAddress/CityNm0Morro Bay
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093442
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BURKART AND ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0694 SANTA ROSA ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN LUIS OBISPO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093401
ReturnHeader/PreparerPersonGrp/PhoneNum08055436876
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cole Stevens
ReturnHeader/ReturnTs02015-05-07T10:40:41-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.13$0.06$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.45$0.00$2.45$0.14$0.07$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.38$0.00$2.38$0.16$0.06$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.27$0.00$2.27$0.15$0.06$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.18$0.00$2.18$0.17$0.06$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.14$0.06$2.08$0.24$0.08$0.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.09$0.18$1.91$0.16$0.10$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.21$1.85$0.14$0.08$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.02$0.23$1.79$0.12$0.07$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.99$0.25$1.74$0.12$0.10$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.29$0.25$0.04$0.09$0.05$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits