Civic Intelligence

The Jay Moriarity Foundation

990EZ • Fiscal year 2017 • EIN 91-2156995

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 24, 2018

PO Box 330Aptos, CA 95001-0330

(831) 334-0665

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

22nd percentile

-11%

Higher net margin than 22% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

21st percentile

-19%

Faster asset growth than 21% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

26th percentile

-16%

Faster revenue growth than 26% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$52,968

Down $12,273 (-19%) from 2016

Net Assets

$52,968

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$118,780

Down $23,415 (-16%) from 2016

Expenses

Up

$132,005

Up $49,524 (+60%) from 2016

Net Income

Down

-$13,225

Down $72,939 (-122%) from 2016

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2016: $65,241Liabilities 2016: $02016Assets 2017: $52,968Net Assets 2017: $52,9682017Assets 2018: $51,024Liabilities 2018: $0Net Assets 2018: $51,0242018Assets 2019: $60,502Liabilities 2019: $3,000Net Assets 2019: $57,5022019Assets 2020: $66,639Liabilities 2020: $9,000Net Assets 2020: $57,6392020

Highlighted filing

2017

Assets$52,968
Liabilities-
Net Assets$52,968

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2016: $142,195Expenses 2016: $82,481Net Income 2016: $59,7142016Revenue 2017: $118,780Expenses 2017: $132,005Net Income 2017: -$13,2252017Revenue 2018: $90,683Expenses 2018: $92,627Net Income 2018: -$1,9442018Revenue 2019: $47,917Expenses 2019: $41,439Net Income 2019: $6,4782019Revenue 2020: $28,923Expenses 2020: $28,680Net Income 2020: $2432020

Highlighted filing

2017

Revenue$118,780
Expenses$132,005
Net Income-$13,225
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 24, 2018
Return Version
2017v2.2
Gross Receipts
$118,780
Mission and Program Overview

Mission

Provide benefit to the community in the memory of Jay Moriarity.

Program Services

DescriptionGrantsExpenses
has become common among the community where he grew up. Also, made holiday grants to 56 families in need and helped 4 local organizations with monetary grants (all under $5K).$19,291$84,391
ALLOCATED FUNDS TO THE SANTA CRUZ SCHOLASTIC SURF LEAGUE, A PROGRAM FISCALLY SPONSORED BY OUR ORGANIZATION.$41,214$41,214
Conducted the annual "Jay Race" in memory of Jay Moriarity. Although Jay died at a very young age, he served as an inspiration to many. Thus the phrase "Live Like Jay"--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIM MORIARITY WILDEYPresidentPT$0--
PAULA SIRLESCFO/Director Of OperationsPT$0--
MICHELLE MARLOWSec/Director Of DevelopmentFT$0--
SUSAN COFFEYBoard MemberPT$0--
DAVE WAYNERBoard MemberPT$0--
DUKE BROUWERBoared Member At Large-$0--
Filing and Contact Details

Filer

Filer Name
Jay Moriarity Foundation
EIN
91-2156995
Phone
8313340665
Address
PO BOX 330, APTOS, CA 95001-0330

Signing Officer

Name
Kim M Wildey
Title
President
Phone
8313340665
Signed
2018-10-24
Discuss with paid preparer
Yes

Preparer

Firm
PlanRight
Address
413 Western Dr Apt 15, Santa Cruz, CA 95060
Preparer
Ej Wagner IRS Regist Tax Preparer
Phone
8314232323
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

Charitable support - no grant exceeded $5,000; Charitable; : , , , ; , 12106.

Form 990EZ, Part I, Line 10

Program support; program; sta cruz scholast surf league: 402 ingalls street #13b, santa cruz, ca, 95

Form 990EZ, Part I, Line 10

Program support; program; various nonprofit recipients.: no grant exceeded $5,000, various, , ; no r

Form 990EZ, Part I, Line 16

Jay Moriarity Memorial Race Event 27400.

Form 990EZ, Part I, Line 16

Bad debt write-off 1000.

Form 990EZ, Part I, Line 16

Bank charges 1208.

Form 990EZ, Part I, Line 16

Membership dues 300.

Form 990EZ, Part I, Line 16

Fees 70.

Form 990EZ, Part I, Line 16

Meeting expense 737.

Form 990EZ, Part I, Line 16

Office supplies and expenses 1585.

Form 990EZ, Part I, Line 16

Travel and vehicle expenses 1742.

Form 990EZ, Part I, Line 20

Closing 2016 assets understated, requiring an reconciling figure 952.

Raw XML Appendix188 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/PersonNm0KIM MORIARITY WILDEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PAULA SIRLES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHELLE MARLOW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SUSAN COFFEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DAVE WAYNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DUKE BROUWER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CFO/Dir of Operations
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Sec/Dir of Development
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Boared Member at Large
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0952
IRS990EZ/OtherExpensesTotalAmt034042
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide benefit to the community in the memory of Jay Moriarity.
IRS990EZ/PrintingPublicationsPostageAmt03371
IRS990EZ/ProgramServiceRevenueAmt077593
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ALLOCATED FUNDS TO THE SANTA CRUZ SCHOLASTIC SURF LEAGUE, A PROGRAM FISCALLY SPONSORED BY OUR ORGANIZATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Conducted the annual "Jay Race" in memory of Jay Moriarity. Although Jay died at a very young age, he served as an inspiration to many. Thus the phrase "Live Like Jay"
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2has become common among the community where he grew up. Also, made holiday grants to 56 families in need and helped 4 local organizations with monetary grants (all under $5K).
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt041214
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt041214
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TotalRevenueAmt0118780
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt090044
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IRS990ScheduleA/InvestmentIncomeCYPct00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0118780
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt028131
IRS990ScheduleA/Total509Grp/TotalAmt0351576
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0351576
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Charitable support - no grant exceeded $5,000; Charitable; : , , , ; , 12106.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROGRAM SUPPORT; PROGRAM; STA CRUZ SCHOLAST SURF LEAGUE: 402 INGALLS STREET #13B, SANTA CRUZ, CA, 95
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROGRAM SUPPORT; PROGRAM; VARIOUS NONPROFIT RECIPIENTS.: NO GRANT EXCEEDED $5,000, VARIOUS, , ; NO R
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Jay Moriarity Memorial Race Event 27400.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Bad debt write-off 1000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bank charges 1208.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Membership dues 300.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Fees 70.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Meeting expense 737.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Office supplies and expenses 1585.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Travel and vehicle expenses 1742.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Closing 2016 assets understated, requiring an reconciling figure 952.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 20
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KIM M WILDEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08313340665
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JAY MORIARITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JAYM
ReturnHeader/Filer/EIN0912156995
ReturnHeader/Filer/PhoneNum08313340665
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ReturnHeader/Filer/USAddress/CityNm0APTOS
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ReturnHeader/Filer/USAddress/ZIPCd0950010330
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.210.245.92
ReturnHeader/FilingSecurityInformation/IPDt02019-11-15
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ReturnHeader/PreparerPersonGrp/PhoneNum08314232323
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EJ WAGNER IRS REGIST TAX PREPARER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-11-15T10:55:02-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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