Civic Intelligence

Monterey Bay Salmon & Trout Project

990 • Fiscal year 2019 • EIN 94-2401308

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

243 Ranchitos Del SolAptos, CA 95003

(831) 688-4257

Siviq Scores

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

Liabilities / Assets

44th percentile

0.02x

Higher debt load relative to assets than 44% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

44th percentile

0.02x

Higher debt load relative to revenue than 44% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

56th percentile

6.1%

Higher net margin than 56% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

64th percentile

9.7%

Faster asset growth than 64% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

49th percentile

3.8%

Faster revenue growth than 49% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Up

$559,825

Up $49,368 (+9.7%) from 2018

Net Assets

Up

$550,754

Up $30,989 (+6.0%) from 2018

Liabilities

Up

$9,071

Up $18,379 (+197%) from 2018

Revenue

Up

$511,367

Up $18,564 (+3.8%) from 2018

Expenses

Up

$480,378

Up $13,983 (+3.0%) from 2018

Net Income

Up

$30,989

Up $4,581 (+17%) from 2018

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0-$200KAssets 2011: $269,925Liabilities 2011: $8,018Net Assets 2011: $261,9072011Assets 2012: $268,078Liabilities 2012: $5,877Net Assets 2012: $262,2012012Assets 2013: $605,113Liabilities 2013: $5,834Net Assets 2013: $599,2792013Assets 2014: $522,169Liabilities 2014: $442Net Assets 2014: $521,7272014Assets 2015: $454,216Liabilities 2015: $6,136Net Assets 2015: $448,0802015Assets 2016: $498,512Liabilities 2016: $2,669Net Assets 2016: $495,8432016Assets 2017: $477,879Liabilities 2017: -$6,583Net Assets 2017: $484,4622017Assets 2018: $510,457Liabilities 2018: -$9,308Net Assets 2018: $519,7652018Assets 2019: $559,825Liabilities 2019: $9,071Net Assets 2019: $550,7542019Assets 2020: $705,308Liabilities 2020: $2,084Net Assets 2020: $703,2242020Assets 2021: $746,189Liabilities 2021: $2,084Net Assets 2021: $744,1052021Assets 2022: $292,815Liabilities 2022: $0Net Assets 2022: $292,8152022Assets 2023: $511,773Liabilities 2023: $0Net Assets 2023: $511,7732023Assets 2024: $350,871Liabilities 2024: $0Net Assets 2024: $350,8712024

Highlighted filing

2019

Assets$559,825
Liabilities$9,071
Net Assets$550,754

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $166,377Expenses 2011: $184,953Net Income 2011: -$18,5762011Revenue 2012: $229,688Expenses 2012: $229,435Net Income 2012: $2532012Revenue 2013: $612,765Expenses 2013: $290,722Net Income 2013: $322,0432013Revenue 2014: $225,734Expenses 2014: $303,286Net Income 2014: -$77,5522014Revenue 2015: $223,135Expenses 2015: $296,782Net Income 2015: -$73,6472015Revenue 2016: $318,767Expenses 2016: $271,004Net Income 2016: $47,7632016Revenue 2017: $369,942Expenses 2017: $381,323Net Income 2017: -$11,3812017Revenue 2018: $492,803Expenses 2018: $466,395Net Income 2018: $26,4082018Revenue 2019: $511,367Expenses 2019: $480,378Net Income 2019: $30,9892019Revenue 2020: $602,474Expenses 2020: $454,881Net Income 2020: $147,5932020Revenue 2021: $540,816Expenses 2021: $499,935Net Income 2021: $40,8812021Revenue 2022: $329,793Expenses 2022: $781,083Net Income 2022: -$451,2902022Revenue 2023: $1,094,472Expenses 2023: $875,514Net Income 2023: $218,9582023Revenue 2024: $729,811Expenses 2024: $910,784Net Income 2024: -$180,9732024

Highlighted filing

2019

Revenue$511,367
Expenses$480,378
Net Income$30,989
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.0
Gross Receipts
$516,272
Mission and Program Overview

Mission

To recover local populations of coho salmon & steelhead trout in our local streams that flow into the monterey bay. To educate students in local schools of the importance habitat restoration. To transfer king salmon from state hatcheries on the sacramento river to the santa cruz harbor to acclimate and release directly into the monterey bay.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$487,332$495,898▲ $8,566
Cash and Non-Interest-Bearing Accounts$23,125$63,927▲ $40,802
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$510,457$559,825▲ $49,368
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$-9,308$9,071▲ $18,379
Total Liabilities$-9,308$9,071▲ $18,379
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$519,765$550,754▲ $30,989
Total Net Assets Fund Balance$519,765$550,754▲ $30,989
Total Liabilities and Net Assets / Fund Balance$510,457$559,825▲ $49,368
Compensation and Service Providers

Board Members and Trustees

NameTitle
Mathers RowleyChairman
Mary HermanskySecretary
Sam BishopTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$488,109
Investment Income
$8,163
Other Revenue
$15,095
Change in Net Assets
$30,989
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$241,490
Other Expenses$238,888
Total Fundraising Expense$48,037
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$133,719$38,205$19,103$191,027
All Other Expenses$21,158$6,043$3,021$30,222
Pension Plan Contributions$20,922$5,978$2,989$29,889
Insurance$17,503$5,001$2,500$25,004
Fees for Services Other$15,970$4,563$2,281$22,814
Payroll Taxes$13,702$3,915$1,957$19,574
Fees for Services Accounting$9,912$2,832$1,416$14,160
Fees for Services Management$7,276$2,079$1,040$10,395
Occupancy$6,679$1,909$954$9,542
Other Expenses$6,208$1,773$887$8,868
Conferences and Meetings$3,358$959$480$4,797
Information Technology$1,527$436$218$2,181
Office Expenses$924$264$132$1,320
Other Employee Benefits$700$200$100$1,000
Travel$566$161$81$808
Fees for Services Legal$399$114$57$570
Total Functional Expenses$336,268$96,073$48,037$480,378
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$20,000
Fundraising Direct Expenses$4,905
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Albacore Dinner$12,175$12,175$2,174$10,001
Winter Perch Derby$7,825$7,825-$7,825
Total Events$20,000$20,000$4,905$15,095
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
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, Part VI, Line 6: Explanation of Classes of Members or Shareholder

The organization is made up of members who vote for the Directors

Form 990, Part VI, Line 11B: Form 990 Review Process

No review was or will be conducted.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Monterey Bay Salmon & Trout Project
EIN
94-2401308
Phone
8316884257
Address
243 RANCHITOS DEL SOL, APTOS, CA 95003

Signing Officer

Name
Sam Bishop
Title
Treasurer
Signed
2020-11-13
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
11
Independent Board Members
0
Employees
2
Volunteers
750

Preparer

Firm
Lawrence Wolf
Address
243 Ranchitos Del Sol, Aptos, CA 95003
Preparer
Lawrence Wolf
Phone
8316884257
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

Other program services 4: to distribute live steelheat trout eggs to 150 classrooms in the greater bay area. Students learn about the life cycle of steelhead trout. After two months, fish are released into local streams flowing into the monterey bay.

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IRS990/ProgSrvcAccomActy3Grp/Desc0TO RAISE & RELEASE KING SALMON SMOLTS FROM SALT WATER PENS IN THE MOSS LANDING & SANTA CRUZ HARBOR'S INTO THE MONTEREY BAY.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt04940
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0247610
IRS990/PYProgramServiceRevenueAmt0487863
IRS990/PYRevenuesLessExpensesAmt026408
IRS990/PYSalariesCompEmpBnftPaidAmt0218785
IRS990/PYTotalExpensesAmt0466395
IRS990/PYTotalRevenueAmt0492803
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt030989
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0487332
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0495898
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalSupportAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt04905
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ALBACORE DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0WINTER PERCH DERBY
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt012175
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07825
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt020000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt012175
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07825
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt020000
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt015095
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt01250
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt01250
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02174
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02174
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt01481
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt01481
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/SolicitationOfGovtGrantsInd0X
IRS990ScheduleG/SolicitationOfNonGovtGrantsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER PROGRAM SERVICES 4: TO DISTRIBUTE LIVE STEELHEAT TROUT EGGS TO 150 CLASSROOMS IN THE GREATER BAY AREA. STUDENTS LEARN ABOUT THE LIFE CYCLE OF STEELHEAD TROUT. AFTER TWO MONTHS, FISH ARE RELEASED INTO LOCAL STREAMS FLOWING INTO THE MONTEREY BAY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization is made up of members who vote for the Directors
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d: Other Program Services Description
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0510457
IRS990/TotalAssetsEOYAmt0559825
IRS990/TotalAssetsGrp/BOYAmt0510457
IRS990/TotalAssetsGrp/EOYAmt0559825
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt048037
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt096073
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0336268
IRS990/TotalFunctionalExpensesGrp/TotalAmt0480378
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0-9308
IRS990/TotalLiabilitiesEOYAmt09071
IRS990/TotalLiabilitiesGrp/BOYAmt0-9308
IRS990/TotalLiabilitiesGrp/EOYAmt09071
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0519765
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0550754
IRS990/TotalProgramServiceRevenueAmt0488109
IRS990/TotalRevenueGrp/ExclusionAmt015095
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0496272
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0511367
IRS990/TotalVolunteersCnt0750
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0510457
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0559825
IRS990/TravelGrp/FundraisingAmt081
IRS990/TravelGrp/ManagementAndGeneralAmt0161
IRS990/TravelGrp/ProgramServicesAmt0566
IRS990/TravelGrp/TotalAmt0808
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0243 RANCHITOS DEL SOL
IRS990/USAddress/CityNm0APTOS
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095003
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SAM BISHOP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTEREY BAY SALMON & TROUT PROJECT
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0942401308
ReturnHeader/Filer/PhoneNum08316884257
ReturnHeader/Filer/USAddress/AddressLine1Txt0243 RANCHITOS DEL SOL
ReturnHeader/Filer/USAddress/CityNm0APTOS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095003
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453006572
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lawrence Wolf
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0243 Ranchitos Del Sol
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Aptos
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095003
ReturnHeader/PreparerPersonGrp/PhoneNum08316884257
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAWRENCE WOLF
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-13T19:40:59-08:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.35$0.00$0.35$0.73$0.91$0.18
2023Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$1.09$0.88$0.22
2022Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.33$0.78$0.45
2021Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.74$0.54$0.50$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.70$0.60$0.45$0.15
2019Detailed filing. Detailed filing data is available for this year.$0.56$0.01$0.55$0.51$0.48$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.51$0.01$0.52$0.49$0.47$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.48$0.01$0.48$0.37$0.38$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.32$0.27$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.45$0.01$0.45$0.22$0.30$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.23$0.30$0.08
2013Summary only. Only limited summary data is available for this year.$0.61$0.01$0.60$0.61$0.29$0.32
2012Summary only. Only limited summary data is available for this year.$0.27$0.01$0.26$0.23$0.23$0.00
2011Summary only. Only limited summary data is available for this year.$0.27$0.01$0.26$0.17$0.18$0.02