Civic Intelligence

Morro Bay Senior Citizens Inc.

EIN 51-0163015 • 501(c)3 • Morro Bay, CA

Pub. 78 Eligible990-N Coverage

Profile

Health and welfare benefits to sr citize

P O Box 603Morro Bay, CA 93443
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$257,658

Up $38,099 (+17%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$257,658

Up $38,099 (+17%) from 2024

Operations

Revenue

Up

$91,799

Up $6,848 (+8.1%) from 2024

Expenses

Down

$53,854

Down $18,831 (-26%) from 2024

Net Income

Up

$37,945

Up $25,679 (+209%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2023: $207,293Liabilities 2023: $0Net Assets 2023: $207,2932023Assets 2024: $219,559Liabilities 2024: $0Net Assets 2024: $219,5592024Assets 2025: $257,658Liabilities 2025: $0Net Assets 2025: $257,6582025

Highlighted filing

2025

Assets$257,658
Liabilities$0
Net Assets$257,658
Open 2025 Filing

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0Revenue 2023: $83,444Expenses 2023: $35,247Net Income 2023: $48,1972023Revenue 2024: $84,951Expenses 2024: $72,685Net Income 2024: $12,2662024Revenue 2025: $91,799Expenses 2025: $53,854Net Income 2025: $37,9452025

Highlighted filing

2025

Revenue$91,799
Expenses$53,854
Net Income$37,945
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$257,658
Liabilities
$0
Net assets
$257,658
Revenue
$91,799
Expenses
$53,854
Net income
$37,945
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.92$0.54$0.38
2024Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.85$0.73$0.12
2023Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.83$0.35$0.48
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Apr 15, 2026
Return Version
2025v4.1
Gross Receipts
$110,990
Mission and Program Overview

Mission

Health and welfare benefits to sr citize

Program Services

DescriptionGrantsExpenses
CONCERT SERIES-$6,696
BINGO GAMES-$5,247
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CYNDE DONNELLY1st Vice PresidentPT$0--
DONNA SHAW2nd Vice PresidentPT$0--
JOYCE RUFENACHTRecording Secretary-$0--
DAVE PHILLIPSTreassurerPT$0--
RICH RAUBDirector 3-$0--
LOUISE TOPPERDirector 4-$0--
BEVERLY SCHALWITZPresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Morro Bay Senior Citizens Inc
EIN
51-0163015
In Care Of
% BEVERLY SCHALWITZ
Phone
8057724421
Address
P O BOX 603, MORRO BAY, CA 93443

Signing Officer

Name
Beverly Schalwitz
Title
President
Phone
8057724421
Signed
2026-04-15
Discuss with paid preparer
No

Preparer

Firm
Steve Larsen CPA
Address
4017 SW 18th Ct, Gresham, OR 97080
Preparer
Steve Larsen
Phone
5039987721
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountMEMBERSHIP DINNER 1,149ADVERTISING 1,517OTHER 470”

Description of other expenses Part I line 16

“Description AmountSPECCIAL PROJECTS 15,000OFFICE EXPENSE 2,102DUES 175REGISTRATION 50BANKING 50COMMUNITY SUPPORT 10,000OTHER 9”

Other changes in net assets or fund balances Part I line 20

“Description AmountPRIOR PERIOD ADJUSTMENTS 154”

Raw XML Appendix196 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/OfficerDirectorTrusteeEmplGrp/TitleTxt01ST VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12ND VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASSURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR 3
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IRS990EZ/OperateHospitalInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountSPECCIAL PROJECTS 15,000OFFICE EXPENSE 2,102DUES 175REGISTRATION 50BANKING 50COMMUNITY SUPPORT 10,000OTHER 9
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
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ReturnHeader/BusinessOfficerGrp/PhoneNum08057724421
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-04-15
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ReturnHeader/Filer/EIN0510163015
ReturnHeader/Filer/InCareOfNm0% BEVERLY SCHALWITZ
ReturnHeader/Filer/PhoneNum08057724421
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ReturnHeader/Filer/USAddress/ZIPCd093443
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ReturnHeader/ReturnTs02026-04-13T10:24:01-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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