Liabilities / Assets
87th percentile
Higher debt load relative to assets than 87% of similar nonprofits.
Community Foundation of Estero Bay Incorporated
990EZ • Fiscal year 2015 • EIN 77-0336404
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.38x
Liabilities / Revenue
95th percentile
Higher debt load relative to revenue than 95% of similar nonprofits.
Net Margin
67th percentile
Higher net margin than 67% of similar nonprofits.
Top Officer Pay
75th percentile
Higher top officer pay than 75% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
62nd percentile
Faster asset growth than 62% of similar nonprofits.
Revenue Growth
73rd percentile
Faster revenue growth than 73% of similar nonprofits.
Balance Sheet
Assets
Up$110,631
Up $9,742 (+9.7%) from 2014
Net Assets
Up$68,408
Up $4,212 (+6.6%) from 2014
Liabilities
Up$42,223
Up $5,530 (+15%) from 2014
Revenue And Expenses
Revenue
Up$47,519
Up $7,955 (+20%) from 2014
Expenses
Up$41,673
Up $1,913 (+4.8%) from 2014
Net Income
Up$5,846
Up $6,042 (+3083%) from 2014
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2014 to Jun 30, 2015
- Signed
- Aug 4, 2015
- Return Version
- 2014v5.0
- Gross Receipts
- $47,519
Mission and Program Overview
Mission
To provide recreational scholarships to financially assist needy families
Program Services
| Description | Grants | Expenses |
|---|---|---|
| PROVIDES RECREATIONAL SCHOLARSHIPS TO FINANCIALLY ASSIST FAMILIES IN NEED. THESE SCHOLARSHIPS OFFSET THE COST FOR THEIR CHILDRENS' PARTICIPATION IN RECREATIONAL ACTIVITIES. | - | $40,566 |
| BECAUSE OF THE FINANCIAL SUPORT THAT THE MORRO BAY COMMUNITY FOUNDATION PROVIDED, THE NUMBER OF CHILDREN FROM LOW INCOME FAMILIES WHO WERE ABLE TO PARTICIPATE IN RECREATIONAL PROGRAMS THIS PAST YEAR INCREASED 139%. | - | $732 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JEFF ECKLES | President | - | $0 | - | - |
| RON REISNER | Vice Preside | - | $0 | - | - |
| ANDREA LUEKER | Secretary | - | $0 | - | - |
| SUSAN SLAYTON | Treasurer | - | $0 | - | - |
| HOMER ALEXANDER | Board Member | - | $0 | - | - |
| MONICA BISCHOFF | Board Member | - | $0 | - | - |
| STEVE KNUCKLES | Board Member | - | $0 | - | - |
| MARLENE PETER | Board Member | - | $0 | - | - |
| JOAN SOLU | Board Member | - | $0 | - | - |
| ROBERT SWAIN | Board Member | - | $0 | - | - |
| SARAH KETCHUM | Board Member | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Morro Bay Community Foundation Inc
- EIN
- 77-0336404
- Phone
- 8057726282
- Address
- 1001 KENNEDY WAY, MORRO BAY, CA 93442
Signing Officer
- Name
- Ron Reisner
- Title
- Vice President
- Phone
- 8057726282
- Signed
- 2015-08-04
- Discuss with paid preparer
- Yes
Preparer
- Firm
- George G Ross CPA
- Address
- 2350 MAIN ST, MORRO BAY, CA 93442-2004
- Preparer
- George Ross
- Phone
- 8057722808
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16
“Expenses digital marketing 732 insurance 1,200 recreational subsidy 36,353 event expenses 325 fees-state 25 office supplies 245 bank fees 159 printing and reproduction 1,348 sales tax expense 561 total 40,948”
Form 990-ez, Part I, Line 20
“Net unrealized gains on investments -1,634”
Form 990-ez, Part II, Line 24
“Accounts receivable 1,753 956 total 1,753 956”
Form 990-ez, Part II, Line 26
“Accounts payable and accrued expenses 36,693 42,223”
Form 990-ez, Part III, Line 31
“Because of the financial suport that the morro bay community foundation provided, the number of children from low income families who were able to participate in recreational programs this past year increased 139%.”
Raw XML Appendix164 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | MORRO BAY COMMUNITY FOUNDATIONS |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt | 0 | MORRO BAY COMMUNITY FOUNDATION |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8057726282 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1001 KENNEDY WAY |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt | 0 | 1001 KENNEDY WAY |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | MORRO BAY |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 93442 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 99136 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 109675 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 47433 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 5846 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 725 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 100889 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 110631 |
| IRS990EZ/GrossReceiptsAmt | 0 | 47519 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 86 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 64196 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 68408 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 64196 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 68408 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 10 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | JEFF ECKLES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | RON REISNER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | ANDREA LUEKER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | SUSAN SLAYTON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | HOMER ALEXANDER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | MONICA BISCHOFF |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | STEVE KNUCKLES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | MARLENE PETER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | JOAN SOLU |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | ROBERT SWAIN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | SARAH KETCHUM |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | BOARD MEMBER |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 1753 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 956 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | -1634 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 40948 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO PROVIDE RECREATIONAL SCHOLARSHIPS TO FINANCIALLY ASSIST NEEDY FAMILIES |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | PROVIDES RECREATIONAL SCHOLARSHIPS TO FINANCIALLY ASSIST FAMILIES IN NEED. THESE SCHOLARSHIPS OFFSET THE COST FOR THEIR CHILDRENS' PARTICIPATION IN RECREATIONAL ACTIVITIES. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | BECAUSE OF THE FINANCIAL SUPORT THAT THE MORRO BAY COMMUNITY FOUNDATION PROVIDED, THE NUMBER OF CHILDREN FROM LOW INCOME FAMILIES WHO WERE ABLE TO PARTICIPATE IN RECREATIONAL PROGRAMS THIS PAST YEAR INCREASED 139%. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 40566 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 732 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 36693 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 42223 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 41673 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 41298 |
| IRS990EZ/TotalRevenueAmt | 0 | 47519 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 47433 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 39465 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 32514 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 119412 |
| IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt | 0 | 86 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 119412 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 47433 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 39465 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 32514 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 119412 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 119412 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES DIGITAL MARKETING 732 INSURANCE 1,200 RECREATIONAL SUBSIDY 36,353 EVENT EXPENSES 325 FEES-STATE 25 OFFICE SUPPLIES 245 BANK FEES 159 PRINTING AND REPRODUCTION 1,348 SALES TAX EXPENSE 561 TOTAL 40,948 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | NET UNREALIZED GAINS ON INVESTMENTS -1,634 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | ACCOUNTS RECEIVABLE 1,753 956 TOTAL 1,753 956 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 36,693 42,223 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | BECAUSE OF THE FINANCIAL SUPORT THAT THE MORRO BAY COMMUNITY FOUNDATION PROVIDED, THE NUMBER OF CHILDREN FROM LOW INCOME FAMILIES WHO WERE ABLE TO PARTICIPATE IN RECREATIONAL PROGRAMS THIS PAST YEAR INCREASED 139%. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 20 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART III, LINE 31 |
| ReturnHeader/BuildTS | 0 | 2016-03-07 17:11:31Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | RON REISNER |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | VICE PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8057726282 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2015-08-04 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | MORRO BAY COMMUNITY FOUNDATION INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | MORR |
| ReturnHeader/Filer/EIN | 0 | 770336404 |
| ReturnHeader/Filer/PhoneNum | 0 | 8057726282 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 1001 KENNEDY WAY |
| ReturnHeader/Filer/USAddress/CityNm | 0 | MORRO BAY |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 93442 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | GEORGE G ROSS CPA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 2350 MAIN ST |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | MORRO BAY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 934422004 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8057722808 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2015-09-14 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | GEORGE ROSS |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2015-09-14T18:16:12-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2014-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2015-06-30 |
| ReturnHeader/TaxYr | 0 | 2014 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $110,631
- Liabilities
- $42,223
- Net assets
- $68,408
- Revenue
- $47,519
- Expenses
- $41,673
- Net income
- $5,846