Civic Intelligence

Coastal Conservation and Research

990 • Fiscal year 2017 • EIN 91-2081300

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

PO Box 543Moss Landing, CA 95039

(831) 633-5550

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

79th percentile

22%

Higher net margin than 79% 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

71st percentile

12%

Faster asset growth than 71% of similar nonprofits.

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

Revenue Growth

7th percentile

-37%

Faster revenue growth than 7% of similar nonprofits.

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

Assets

Up

$1,814,139

Up $188,735 (+12%) from 2016

Net Assets

Up

$1,814,139

Up $188,735 (+12%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$860,600

Down $496,380 (-37%) from 2016

Expenses

Down

$671,865

Down $364,746 (-35%) from 2016

Net Income

Down

$188,735

Down $131,634 (-41%) from 2016

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $620,907Liabilities 2010: $0Net Assets 2010: $620,9072010Assets 2011: $803,373Liabilities 2011: $0Net Assets 2011: $803,3732011Assets 2012: $948,964Liabilities 2012: $0Net Assets 2012: $948,9642012Assets 2013: $845,025Liabilities 2013: $0Net Assets 2013: $845,0252013Assets 2014: $267,517Liabilities 2014: $0Net Assets 2014: $267,5172014Assets 2015: $1,305,035Liabilities 2015: $0Net Assets 2015: $1,305,0352015Assets 2016: $1,625,404Liabilities 2016: $0Net Assets 2016: $1,625,4042016Assets 2017: $1,814,139Liabilities 2017: $0Net Assets 2017: $1,814,1392017Assets 2018: $1,956,738Liabilities 2018: $0Net Assets 2018: $1,956,7382018Assets 2019: $1,853,862Liabilities 2019: $0Net Assets 2019: $1,853,8622019Assets 2020: $1,682,769Liabilities 2020: $0Net Assets 2020: $1,682,7692020Assets 2021: $1,503,229Liabilities 2021: $0Net Assets 2021: $1,503,2292021Assets 2022: $1,768,996Liabilities 2022: $0Net Assets 2022: $1,768,9962022Assets 2023: $1,467,937Liabilities 2023: $0Net Assets 2023: $1,467,9372023Assets 2024: $1,383,954Liabilities 2024: $0Net Assets 2024: $1,383,9542024

Highlighted filing

2017

Assets$1,814,139
Liabilities$0
Net Assets$1,814,139

Operations Trend

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $665,4942010Expenses 2011: $765,6822011Revenue 2012: $858,547Expenses 2012: $712,956Net Income 2012: $145,5912012Revenue 2013: $426,729Expenses 2013: $530,668Net Income 2013: -$103,9392013Revenue 2014: $489,520Expenses 2014: $517,028Net Income 2014: -$27,5082014Revenue 2015: $1,939,344Expenses 2015: $901,826Net Income 2015: $1,037,5182015Revenue 2016: $1,356,980Expenses 2016: $1,036,611Net Income 2016: $320,3692016Revenue 2017: $860,600Expenses 2017: $671,865Net Income 2017: $188,7352017Revenue 2018: $1,077,070Expenses 2018: $934,471Net Income 2018: $142,5992018Revenue 2019: $975,998Expenses 2019: $1,078,874Net Income 2019: -$102,8762019Revenue 2020: $727,851Expenses 2020: $898,944Net Income 2020: -$171,0932020Revenue 2021: $709,342Expenses 2021: $888,882Net Income 2021: -$179,5402021Revenue 2022: $1,194,779Expenses 2022: $929,012Net Income 2022: $265,7672022Revenue 2023: $614,476Expenses 2023: $915,535Net Income 2023: -$301,0592023Revenue 2024: $544,513Expenses 2024: $628,496Net Income 2024: -$83,9832024

Highlighted filing

2017

Revenue$860,600
Expenses$671,865
Net Income$188,735
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 20, 2018
Return Version
2017v2.3
Gross Receipts
$860,600
Mission and Program Overview

Mission

Provide scientific, environmental research and education for environmental conservation, preservation, restoration, recycling, and environmental planning

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,625,404$1,814,139▲ $188,735
Land, Buildings, and Equipment, Net$958,626$958,000▼ $626
Cash and Non-Interest-Bearing Accounts$666,778$671,139▲ $4,361
Other Notes and Loans Receivable, Net-$185,000-
Total Assets$1,625,404$1,814,139▲ $188,735
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,625,404$1,814,139▲ $188,735
Total Liabilities and Net Assets / Fund Balance$1,625,404$1,814,139▲ $188,735

Asset Categories

AssetBook ValueDepreciationBasis
Land$958,000-$958,000
Equipment-$42,609$42,609
Compensation and Service Providers

Board Members and Trustees

NameTitle
Shirley MayerPresident
Peter SlatterySecretary
Jo GuerreroTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$859,932
Program Service Revenue
$0
Investment Income
$348
Other Revenue
$320
All Other Contributions
$859,932
Change in Net Assets
$188,735
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$671,865
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
Occupancy$6,614$735-$7,349
Other Expenses$5,149$572-$5,721
Insurance$3,747$416-$4,163
All Other Expenses$2,168$241-$2,409
Fees for Services Accounting-$1,255-$1,255
Depreciation Depletion$562$63-$625
Office Expenses$307$34-$341
Travel$32$4-$36
Total Functional Expenses$603,548$68,317$0$671,865
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Review performed by president prior to filing.

Form 990, Page 6, Part VI, Line 19

Governing documents, conflict of interest policy, and financial statements are not made available to the public.

Filing and Contact Details

Filer

Filer Name
Coastal Conservation & Research
EIN
91-2081300
Phone
8316335550
Address
PO BOX 543, MOSS LANDING, CA 95039

Signing Officer

Name
Jane Echenique
Title
Administrator
Phone
8316335550
Signed
2018-06-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shirley Mayer
Formed
2001
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Schumacher Smejkal Brockhaus & Herley Pc
Address
P O BOX 280 3403 27TH STREET, COLUMBUS, NE 68602-0280
Preparer
Joseph D Held Jr
Phone
4025641366
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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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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0686020280
ReturnHeader/PreparerPersonGrp/PhoneNum04025641366
ReturnHeader/PreparerPersonGrp/PreparationDt02018-06-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH D HELD JR
ReturnHeader/ReturnTs02018-08-08T05:43:42-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.38$0.00$1.38$0.54$0.63$0.08
2023Summary only. Only limited summary data is available for this year.$1.47$0.00$1.47$0.61$0.92$0.30
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.77$0.00$1.77$1.19$0.93$0.27
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.50$0.00$1.50$0.71$0.89$0.18
2020Summary only. Only limited summary data is available for this year.$1.68$0.00$1.68$0.73$0.90$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$0.00$1.85$0.98$1.08$0.10
2018Summary only. Only limited summary data is available for this year.$1.96$0.00$1.96$1.08$0.93$0.14
2017Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.86$0.67$0.19
2016Summary only. Only limited summary data is available for this year.$1.63$0.00$1.63$1.36$1.04$0.32
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.00$1.31$1.94$0.90$1.04
2014Summary only. Only limited summary data is available for this year.$0.27$0.00$0.27$0.49$0.52$0.03
2013Summary only. Only limited summary data is available for this year.$0.85$0.00$0.85$0.43$0.53$0.10
2012Summary only. Only limited summary data is available for this year.$0.95$0.00$0.95$0.86$0.71$0.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.80$0.00$0.80$0.77
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.62$0.00$0.62$0.67