Civic Intelligence

Morro Bay Lions Foundation

EIN 81-5106137 • 501(c)3 • Morro Bay, CA

Pub. 78 Eligible990-N CoverageNTEE T50

Profile

The purpose of the morro bay lions foundation is to improve health and well-being, strengthen communities, and support those in need through humanitarian services and grants.

PO Box 343Morro Bay, CA 93443

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2023

Net Margin

63rd percentile

25%

Higher net margin than 63% of similar nonprofits.

NTEE T50 • <$500k nonprofits • Source year 2023

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

NTEE T50 • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$60,650

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$60,650

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin63rd percentile

Revenue

$81,032

No earlier filing loaded for comparison.

Expenses

$60,540

No earlier filing loaded for comparison.

Net Income

$20,492

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$80K$60K$40K$20K$0Assets 2023: $60,650Net Assets 2023: $60,6502023

Highlighted filing

2023

Assets$60,650
Liabilities-
Net Assets$60,650
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0Revenue 2023: $81,032Expenses 2023: $60,540Net Income 2023: $20,4922023

Highlighted filing

2023

Revenue$81,032
Expenses$60,540
Net Income$20,492
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$60,650
Liabilities
-
Net assets
$60,650
Revenue
$81,032
Expenses
$60,540
Net income
$20,492
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$60.7$60.7$81.0$60.5$20.5
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 5, 2024
Return Version
2023v5.0
Gross Receipts
$81,032
Mission and Program Overview

Mission

The purpose of the morro bay lions foundation is to improve health and well-being, strengthen communities, and support those in need through humanitarian services and grants.

Program Services

DescriptionGrantsExpenses
TO PROVIDE CHARITABLE OUTREACH TO THE MORRO BAY COMMUNITY.-$59,688
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RAY MCKELVEYPresident/SePT$0--
CHUCK STOLLVice PresidePT$0--
WILLIAM TODDTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Morro Bay Lions Foundation
EIN
81-5106137
Phone
8057049901
Address
PO BOX 343, MORRO BAY, CA 93443

Signing Officer

Name
William Todd
Title
Treasurer
Phone
8057049901
Signed
2024-11-05

Preparer

Firm
Ross Carreiro Brown Cpas Pc
Address
895 SHASTA AVE, MORRO BAY, CA 93442
Preparer
George G Ross
Phone
8057722808
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses advertising 500 donations 4,200 community programs 54,637 registration fees 25 total 59,362”

Form 990-ez, Part III

“The purpose of the morro bay lions foundation is to improve health and well-being, strengthen communities, and support those in need through humanitarian services and grants.”

Raw XML Appendix112 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/CityNm0MORRO BAY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093443
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt040158
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IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE PURPOSE OF THE MORRO BAY LIONS FOUNDATION IS TO IMPROVE HEALTH AND WELL-BEING, STRENGTHEN COMMUNITIES, AND SUPPORT THOSE IN NEED THROUGH HUMANITARIAN SERVICES AND GRANTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE CHARITABLE OUTREACH TO THE MORRO BAY COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt059688
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt060540
IRS990EZ/TotalProgramServiceExpensesAmt059688
IRS990EZ/TotalRevenueAmt081032
IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationOtherDesc0FOUNDATION
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt081032
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt081032
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt081032
IRS990ScheduleA/Total509Grp/TotalAmt081032
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt081032
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt081032
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING 500 DONATIONS 4,200 COMMUNITY PROGRAMS 54,637 REGISTRATION FEES 25 TOTAL 59,362
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PURPOSE OF THE MORRO BAY LIONS FOUNDATION IS TO IMPROVE HEALTH AND WELL-BEING, STRENGTHEN COMMUNITIES, AND SUPPORT THOSE IN NEED THROUGH HUMANITARIAN SERVICES AND GRANTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
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ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-05
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ReturnHeader/Filer/PhoneNum08057049901
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0873744513
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MORRO BAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093442
ReturnHeader/PreparerPersonGrp/PhoneNum08057722808
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEORGE G ROSS
ReturnHeader/ReturnTs02024-11-19T14:19:38-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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