STRATEGY STUDIO / PUBLIC DATA EXPLORER

COMMUNITY FOUNDATION OF ESTERO BAY INCORPORATED: Form 990EZ, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: COMMUNITY FOUNDATION OF ESTERO BAY INCORPORATED (EIN 77-0336404)
Tax period: 2019-07-01 to 2020-06-30
Filed: 2020-11-12
IRS object ID: 202003179349203280
Schema version: 2019v5.0
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
Form 990-EZ
Schedule A
Schedule B
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2020-11-12T14:28:29-06:00	ReturnTs
Tax Period End	2020-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	273522740	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	GEORGE G ROSS CPA	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	895 SHASTA AVE	AddressLine1Txt
City	MORRO BAY	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	93442	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990EZ	ReturnTypeCd
Tax Period Begin	2019-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	770336404	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	COMMUNITY FOUNDATION OF ESTERO BAY	BusinessNameLine1Txt
Business Name Line2	INC	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	COMM	BusinessNameControlTxt
Phone	8057728004	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 131	AddressLine1Txt
City	MORRO BAY	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	93443	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	HOMER ALEXANDER	PersonNm
Person Title	TREASURER	PersonTitleTxt
Phone	8057728004	PhoneNum
Signature	2020-11-10	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	GEORGE G ROSS	PreparerPersonNm
PTIN	P00581736	PTIN
Phone	8057722808	PhoneNum
Preparation	2020-11-12	PreparationDt
Self Employed	Yes (X)	SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	71.93.60.174	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2020-11-12	IPDt
IP Tm	14:28:29	IPTm
IP Timezone	CS	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	0C085DEE2F506EBA5BA3C2AEB8515A6402A10EC9	AtSubmissionCreationDeviceId
At Submission Filing Device Id	37B8A0B61DC7946FBD5BD4B22BBB4A14E96EED53	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2019	TaxYr
Build TS	2021-01-29 14:40:06Z	BuildTS

Form 990-EZ IRS990EZ

Field	Value	IRS element (for citing)
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Website Address	N/A	WebsiteAddressTxt
Organization501c3	Yes (X)	Organization501c3Ind
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Gross Receipts	$67,079	GrossReceiptsAmt
Info In Schedule O Part I	Yes (X)	InfoInScheduleOPartIInd
Contributions Gifts Grants Etc	$65,777	ContributionsGiftsGrantsEtcAmt
Investment Income	$1,302	InvestmentIncomeAmt
Total Revenue	$67,079	TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct	$2,262	FeesAndOtherPymtToIndCntrctAmt
Printing Publications Postage	$663	PrintingPublicationsPostageAmt
Other Expenses Total	$41,742	OtherExpensesTotalAmt
Total Expenses	$44,667	TotalExpensesAmt
Excess Or Deficit For Year	$22,412	ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY	$168,972	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$191,384	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part II	Yes (X)	InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

Field	Value	IRS element (for citing)
BOY	$187,964	BOYAmt
EOY	$191,384	EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

Field	Value	IRS element (for citing)
BOY	$1,802	BOYAmt

Form990 Total Assets Form990TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$189,766	BOYAmt
EOY	$191,384	EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$20,794	BOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

Field	Value	IRS element (for citing)
BOY	$168,972	BOYAmt
EOY	$191,384	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Primary Exempt Purpose	TO PROVIDE RECREATIONAL SCHOLARSHIPS TO FINANCIALLY ASSIST NEEDY FAMILIES	PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxt	Program Service ExpensesProgramServiceExpensesAmt
PROVIDES RECREATIONAL SCHOLARSHIPS TO FINANCIALLY ASSIST FAMILIES IN NEED. THESE SCHOLARSHIPS OFFSET THE COST FOR THEIR CHILDRENS' PARTICIPATION IN RECREATIONAL ACTIVITIES.	$42,122
THE NUMBER OF CHILDREN FROM LOW INCOME FAMILIES WHO WERE ABLE TO PARTICIPATE IN RECREATIONAL PROGRAMS THIS PAST YEAR INCREASED SIGNIFICANTLY, BECAUSE OF THE FINANCIAL SUPPORT THAT THE COMMUNITY FOUNDATION OF ESTERO BAY PROVIDED.	$160

Field	Value	IRS element (for citing)
Total Program Service Expenses	$42,282	TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)

TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
RON REISNER
BOARD MEMBER	2.00	$0
HOMER ALEXANDER
TREASURER	5.00	$0
MONICA BISCHOFF
BOARD MEMBER	2.00	$0
DOUG HALL
BOARD MEMBER	2.00	$0
DAVID PETER
VICE PRESIDE	2.00	$0
HANNAH HELD
SECRETARY	2.00	$0
TIM BARKAS
BOARD MEMBER	2.00	$0
JOAN SOLU
PRESIDENT	3.00	$0
KASEY COLLINS
BOARD MEMBER	2.00	$0

Field	Value	IRS element (for citing)
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt	false	ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI	false	OrganizationHadUBIInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Form1120 Pol Filed	false	Form1120PolFiledInd
Made Loans To From Officers	false	MadeLoansToFromOfficersInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	COMMUNITY FOUNDATION OF ESTERO BAY	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1001 KENNEDY WAY	AddressLine1Txt
City	MORRO BAY	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	93442	ZIPCd

Field	Value	IRS element (for citing)
Phone	8057726282	PhoneNum

Field	Value	IRS element (for citing)
Foreign Financial Account	false	ForeignFinancialAccountInd
Foreign Office	false	ForeignOfficeInd
Donor Advised Fnds	false	DonorAdvisedFndsInd
Operate Hospital	false	OperateHospitalInd
Tanning Services Provided	false	TanningServicesProvidedInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	false	TransactionWithControlEntInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
School Operating	false	SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd Empl	NONE	PartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof Srvc	NONE	PartVIHghstPdCntrctProfSrvcTxt
Filed Schedule A	Yes (true)	FiledScheduleAInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$71,513	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$59,431	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$57,444	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$90,142	CurrentTaxYearMinus1YearAmt
Current Tax Year	$65,777	CurrentTaxYearAmt
Total	$344,307	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$71,513	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$59,431	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$57,444	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$90,142	CurrentTaxYearMinus1YearAmt
Current Tax Year	$65,777	CurrentTaxYearAmt
Total	$344,307	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total170	$344,307	PublicSupportTotal170Amt
Total Support	$344,307	TotalSupportAmt
Gross Receipts Rltd Activities	$3,478	GrossReceiptsRltdActivitiesAmt
Public Support CY170	1.00000	PublicSupportCY170Pct
Public Support PY170	1.00000	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 16	EXPENSES DIGITAL MARKETING 948 INSURANCE 1,100 RECREATIONAL SUBSIDY 31,184 EVENT EXPENSES 6,183 FEES-STATE 45 SALES TAX EXPENSE 783 OFFICE SUPPLIES 1,499 TOTAL 41,742
FORM 990-EZ, PART II, LINE 24	ACCOUNTS RECEIVABLE 1,802 0 TOTAL 1,802 0
FORM 990-EZ, PART II, LINE 26	ACCOUNTS PAYABLE AND ACCRUED EXPENSES 20,794 0
FORM 990-EZ, PART III, LINE 31	THE NUMBER OF CHILDREN FROM LOW INCOME FAMILIES WHO WERE ABLE TO PARTICIPATE IN RECREATIONAL PROGRAMS THIS PAST YEAR INCREASED SIGNIFICANTLY, BECAUSE OF THE FINANCIAL SUPPORT THAT THE COMMUNITY FOUNDATION OF ESTERO BAY PROVIDED.