STRATEGY STUDIO / PUBLIC DATA EXPLORER

MORRO BAY COMMUNITY QUOTA FUND: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
MORRO BAY COMMUNITY QUOTA FUND (EIN 46-2273232)
Tax period
2021-01-01 to 2021-12-31
Filed
2023-01-27
IRS object ID
202320279349301512
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-01-27T21:28:12-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Sandra R Cirilo CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11734 5th StreetAddressLine1Txt
CityLos OsosCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93402ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN462273232EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Morro Bay Community Quota FundBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMORRBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1601 Embarcadero Suite 11AddressLine1Txt
CityMorro BayCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93442ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEric EndersbyPersonNm
Person TitlePresidentPersonTitleTxt
Phone8054406137PhoneNum
Signature2023-01-27SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstEricPersonFirstNm
Person LastEndersbyPersonLastNm

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSandra R CiriloPreparerPersonNm
PTINP01294060PTIN
Phone8055987277PhoneNum
Preparation2023-01-27PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
OOB Security Verification00OOBSecurityVerificationCd
Authentication Assurance LevelAAL2AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-03-07 01:45:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Gross Receipts$150,009GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.MORROBAYCOMMUNITYQUOTAFUND.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2004FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTO OBTAIN, ADMINISTER AND MANAGE LEGALLY REGOGNIZED AND ENFORCEABLE FISHING PRIVILEGES FROM VARIOUS AGENCIES, ORGANIZATIONS AND/OR INDIVIDUALS AND HOLD THEM IN THE SAN LUIS OBISPO COUNTY. (MORE DETAILS ON SCHEDULE O).ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$165,830PYProgramServiceRevenueAmt
CY Program Service Revenue$150,004CYProgramServiceRevenueAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$11PYOtherRevenueAmt
CY Other Revenue$5CYOtherRevenueAmt
PY Total Revenue$165,841PYTotalRevenueAmt
CY Total Revenue$150,009CYTotalRevenueAmt
PY Grants And Similar Paid$5,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$2,470PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$55,705PYOtherExpensesAmt
CY Other Expenses$60,270CYOtherExpensesAmt
PY Total Expenses$63,175PYTotalExpensesAmt
CY Total Expenses$60,270CYTotalExpensesAmt
PY Revenues Less Expenses$102,666PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$89,739CYRevenuesLessExpensesAmt
Total Assets BOY$2,183,933TotalAssetsBOYAmt
Total Assets EOY$2,273,672TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,183,933NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,273,672NetAssetsOrFundBalancesEOYAmt
MissionTO OBTAIN, ADMINISTER AND MANAGE LEGALLY REGOGNIZED AND ENFORCEABLE FISHING PRIVILEGES FROM VARIOUS AGENCIES, ORGANIZATIONS AND/OR INDIVIDUALS AND HOLD THEM IN THE SAN LUIS OBISPO COUNTY. (MORE DETAILS ON SCHEDULE O).MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$60,270ExpenseAmt
DescTO OBTAIN, ADMINISTER AND MANAGE LEGALLY REGOGNIZED AND ENFORCEABLE FISHING PRIVILEGES FROM VARIOUS AGENCIES, ORGANIZATIONS AND/OR INDIVIDUALS AND HOLD THEM IN THE SAN LUIS OBISPO COUNTY. TO PRESERVE AND IMPROVE KNOWLEDGE OF REGIONAL FISH STOCKS FOR COMMUNITY ACCESS. TO IMPROVE CONSUMER KNOWLEDGE OF AND ACCESS TO HIGH QUALITY LOCAL SEAFOOD PRODUCTS AND ENGAGE IN EFFORTS TO CREATE A MARKET DISTRIBUTION FOR LOCAL AND SUSTAINABLY CAUGHT SEAFOOD IN ORDER TO SUPPORT CORPORATION ACTIVITIES AND COMMUNITY FISHERY INFRASTRUCTURE.Desc
Total Program Service Expenses$60,270TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonDWAYNE OBERHOFFPersonNm
Phone8054406137PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1601 EMBARCADEROAddressLine1Txt
CityMorro BayCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93442ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
Edward Backus
Director0.500.00Yes (X)$0$0$0
Dean Wendt
Director0.500.00Yes (X)$0$0$0
Capt Jeremiah Obrien
Director0.500.00Yes (X)$0$0$0
Andrea Lueker
Vice President1.000.00$0$0$0Yes (X)
Eric Endersby
President1.000.00$0$0$0Yes (X)
Chris Kubiak
Secretary1.000.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescFISHING QUOTASDesc
Business110000BusinessCd
Total Revenue Column$150,004TotalRevenueColumnAmt
Exclusion$150,004ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$150,004TotalProgramServiceRevenueAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescINTEREST INCOMEDesc
Business110000BusinessCd
Total Revenue Column$5TotalRevenueColumnAmt
Exclusion$5ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$5OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$150,009TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$150,009ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$200TotalAmt
Program Services$200ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$558TotalAmt
Program Services$558ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$52,120TotalAmt
Program Services$52,120ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$214TotalAmt
Program Services$214ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$3,108TotalAmt
Program Services$3,108ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,564TotalAmt
Program Services$2,564ProgramServicesAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
DUES & SUBSCRIPTIONS$905$905
LICENSE & PERMITS$600$600
ROUNDING$1$1

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$60,270TotalAmt
Program Services$60,270ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$265,692BOYAmt
EOY$355,432EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$1,918,240BOYAmt
EOY$1,918,240EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1BOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,183,933BOYAmt
EOY$2,273,672EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$2,081,267BOYAmt
EOY$2,183,933EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$102,666BOYAmt
EOY$89,739EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,183,933BOYAmt
EOY$2,273,672EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,183,933BOYAmt
EOY$2,273,672EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$89,739ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$142,547CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$161,239CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$243,534CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$165,841CurrentTaxYearMinus1YearAmt
Current Tax Year$150,009CurrentTaxYearAmt
Total$863,170TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$142,547CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$161,239CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$243,534CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$165,841CurrentTaxYearMinus1YearAmt
Current Tax Year$150,009CurrentTaxYearAmt
Total$863,170TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$863,170PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$142,547CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$161,239CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$243,534CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$165,841CurrentTaxYearMinus1YearAmt
Current Tax Year$150,009CurrentTaxYearAmt
Total$863,170TotalAmt
FieldValueIRS element (for citing)
Total Support$1,726,340TotalSupportAmt
Public Support CY1700.50000PublicSupportCY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990 governing body review Part VI line 11THE BOARD OF DIRECTORS REVIEWED THE TAX RETURN PRIOR TO ITS FILING.
Form 990 availability to public Part VI line 18NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC.
Governing documents etc available to public Part VI line 19NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC.
List of other fees for services expenses Part IX line 11gOUTSIDE SERVICES: $52,120
Part IX response or note to any line in Part IXOTHER FEES FOR SERVICE:OUTSIDE SERVICES: $52,120