Civic Intelligence

Morro Bay Community Quota Fund

990 • Fiscal year 2017 • EIN 46-2273232

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 20, 2018

Organization ProfileWWW.MORROBAYCOMMUNITYQUOTAFUND.ORG
601 Embarcadero Suite 11Morro Bay, CA 93442

(805) 440-6137

Siviq Scores

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

Liabilities / Assets

51st percentile

0.10x

Higher debt load relative to assets than 51% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

88th percentile

1.46x

Higher debt load relative to revenue than 88% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

89th percentile

42%

Higher net margin than 89% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

45th percentile

1.6%

Faster asset growth than 45% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

68th percentile

15%

Faster revenue growth than 68% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets51st percentile

Assets

Up

$2,056,522

Up $33,292 (+1.6%) from 2016

Net Assets

Up

$1,848,414

Up $60,134 (+3.4%) from 2016

Liabilities

Down

$208,108

Down $26,842 (-11%) from 2016

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin89th percentile

Revenue

Up

$142,667

Up $18,559 (+15%) from 2016

Expenses

Up

$82,533

Up $7,989 (+11%) from 2016

Net Income

Up

$60,134

Up $10,570 (+21%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

2017

Assets$2,056,522
Liabilities$208,108
Net Assets$1,848,414
Open 2017 Filing

Operations Trend

Revenue Growth68th percentile

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

2017

Revenue$142,667
Expenses$82,533
Net Income$60,134
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 20, 2018
Return Version
2017v2.2
Gross Receipts
$142,667
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Intangible Assets$1,918,240$1,918,240→ $0
Cap Stk Tr Prin Current Funds$1,738,676$1,788,241▲ $49,565
Cash and Non-Interest-Bearing Accounts$104,990$138,282▲ $33,292
Rtn Earn Endowment Incm Other Fnds$49,604$60,173▲ $10,569
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$2,023,230$2,056,522▲ $33,292
Other Assets Total-$0-
Liabilities
Unsecured Notes Loans Payable$234,950$208,108▼ $26,842
Total Liabilities$234,950$208,108▼ $26,842
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,788,280$1,848,414▲ $60,134
Total Liabilities and Net Assets / Fund Balance$2,023,230$2,056,522▲ $33,292
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Eric EndersbyPresident
Andrea LuekerVice President
Capt Jeremiah ObrienDirector
Dr Dean WendtDirector
Edward BackusDirector
Chris KubiakSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$5,625
Program Service Revenue
$136,972
Investment Income
$0
Other Revenue
$70
All Other Contributions
$5,625
Change in Net Assets
$60,134
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$82,533
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$49,480--$49,480
Occupancy$2,160$540-$2,700
Insurance$2,417--$2,417
All Other Expenses$639--$639
Other Expenses$610--$610
Office Expenses$426$106-$532
Travel$45--$45
Total Functional Expenses$81,887$646$0$82,533
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The board of directors reviewed the tax return prior to its filing.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Morro Bay Community Quota Fund
EIN
46-2273232
Phone
8054406137
Address
601 Embarcadero Suite 11, Morro Bay, CA 93442

Signing Officer

Name
Eric Endersby
Title
President
Signed
2018-07-20
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Burkart & Stevens
Address
694 Santa Rosa Street, San Luis Obispo, CA 93401
Preparer
Cole Stevens
Phone
8055436876
Raw XML Appendix367 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO 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.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt05625
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0639
IRS990/AllOtherExpensesGrp/TotalAmt0639
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Dwayne Oberhoff
IRS990/BooksInCareOfDetail/PhoneNum08054406137
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0601 EMBARCADERO SUITE 11
IRS990/BooksInCareOfDetail/USAddress/CityNm0Morro Bay
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd093442
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt01738676
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt01788241
IRS990/CashNonInterestBearingGrp/BOYAmt0104990
IRS990/CashNonInterestBearingGrp/EOYAmt0138282
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt05625
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt082533
IRS990/CYOtherRevenueAmt070
IRS990/CYProgramServiceRevenueAmt0136972
IRS990/CYRevenuesLessExpensesAmt060134
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt082533
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0142667
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0ENSURE A FINANCIALLY STABLE AND ENVIRONMENTALLY SUSTAINABLE M0RRO BAY FISHERY BUILT UPON LOCAL STEWARDSHIP OF GROUNDFISH RESOURCES.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt081887
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt049480
IRS990/FeesForServicesOtherGrp/TotalAmt049480
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0Capt Jeremiah Obrien
IRS990/Form990PartVIISectionAGrp/PersonNm1Dr Dean Wendt
IRS990/Form990PartVIISectionAGrp/PersonNm2Edward Backus
IRS990/Form990PartVIISectionAGrp/PersonNm3Chris Kubiak
IRS990/Form990PartVIISectionAGrp/PersonNm4Eric Endersby
IRS990/Form990PartVIISectionAGrp/PersonNm5Andrea Lueker
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4President
IRS990/Form990PartVIISectionAGrp/TitleTxt5Vice President
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantAmt05625
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0142667
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ProgramServicesAmt02417
IRS990/InsuranceGrp/TotalAmt02417
IRS990/IntangibleAssetsGrp/BOYAmt01918240
IRS990/IntangibleAssetsGrp/EOYAmt01918240
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0TO 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01788280
IRS990/NetAssetsOrFundBalancesEOYAmt01848414
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt0540
IRS990/OccupancyGrp/ProgramServicesAmt02160
IRS990/OccupancyGrp/TotalAmt02700
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0106
IRS990/OfficeExpensesGrp/ProgramServicesAmt0426
IRS990/OfficeExpensesGrp/TotalAmt0532
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0MBCQF QUOTA POUND LEASE
IRS990/OtherExpensesGrp/Desc1DEBT SERVICE
IRS990/OtherExpensesGrp/Desc2COMMUNITY QUOTA FUND LEADERSHI
IRS990/OtherExpensesGrp/Desc3LICENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt012293
IRS990/OtherExpensesGrp/ProgramServicesAmt111138
IRS990/OtherExpensesGrp/ProgramServicesAmt22679
IRS990/OtherExpensesGrp/ProgramServicesAmt3610
IRS990/OtherExpensesGrp/TotalAmt012293
IRS990/OtherExpensesGrp/TotalAmt111138
IRS990/OtherExpensesGrp/TotalAmt22679
IRS990/OtherExpensesGrp/TotalAmt3610
IRS990/OtherRevenueMiscGrp/Desc0INTEREST INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt070
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt070
IRS990/OtherRevenueTotalAmt070
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0FISHING QUOTAS
IRS990/ProgramServiceRevenueGrp/ExclusionAmt0136972
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0136972
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt07500
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt067044
IRS990/PYProgramServiceRevenueAmt0124108
IRS990/PYRevenuesLessExpensesAmt049564
IRS990/PYTotalExpensesAmt074544
IRS990/PYTotalRevenueAmt0124108
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt060134
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0136962
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt049604
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt060173
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0142547
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt074990
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0123632
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt089742
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0430911
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt0430911
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0142547
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt074990
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0123632
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt089742
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0430911
IRS990ScheduleA/TotalSupportAmt0430911
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS REVIEWED THE TAX RETURN PRIOR TO ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02023230
IRS990/TotalAssetsEOYAmt02056522
IRS990/TotalAssetsGrp/BOYAmt02023230
IRS990/TotalAssetsGrp/EOYAmt02056522
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt05625
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0646
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt081887
IRS990/TotalFunctionalExpensesGrp/TotalAmt082533
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0234950
IRS990/TotalLiabilitiesEOYAmt0208108
IRS990/TotalLiabilitiesGrp/BOYAmt0234950
IRS990/TotalLiabilitiesGrp/EOYAmt0208108
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01788280
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01848414
IRS990/TotalProgramServiceExpensesAmt081887
IRS990/TotalProgramServiceRevenueAmt0136972
IRS990/TotalRevenueGrp/ExclusionAmt0136972
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt070
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0142667
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02023230
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02056522
IRS990/TravelGrp/ProgramServicesAmt045
IRS990/TravelGrp/TotalAmt045
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt0234950
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt0208108
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.MORROBAYCOMMUNITYQUOTAFUND.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Eric Endersby
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Morro Bay Community Quota Fund
ReturnHeader/Filer/BusinessNameControlTxt0MORR
ReturnHeader/Filer/EIN0462273232
ReturnHeader/Filer/PhoneNum08054406137
ReturnHeader/Filer/USAddress/AddressLine1Txt0601 Embarcadero Suite 11
ReturnHeader/Filer/USAddress/CityNm0Morro Bay
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093442
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770014050
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Burkart & Stevens
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0694 Santa Rosa Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Luis Obispo
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093401
ReturnHeader/PreparerPersonGrp/PhoneNum08055436876
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cole Stevens
ReturnHeader/ReturnTs02018-07-20T13:03:50-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,056,522
Liabilities
$208,108
Net assets
$1,848,414
Revenue
$142,667
Expenses
$82,533
Net income
$60,134
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
2017Detailed filing. Detailed filing data is available for this year.$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