MORRO BAY COMMUNITY QUOTA FUND: Form 990EZ, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MORRO BAY COMMUNITY QUOTA FUND (EIN 46-2273232)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-07
- IRS object ID
- 201501279349200950
- Schema version
- 2014v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-07T10:40:41-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BURKART AND ASSOCIATES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 694 SANTA ROSA ST | AddressLine1Txt |
| City | SAN LUIS OBISPO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 462273232 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Morro Bay Community Quota Fund | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MORR | BusinessNameControlTxt |
| Phone | 8052527514 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 695 Harbor Street | AddressLine1Txt |
| City | Morro Bay | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93442 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICK ALGERT | PersonNm |
| Person Title | SECRETARY/TREAS | PersonTitleTxt |
| Signature | 2015-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Cole Stevens | PreparerPersonNm |
| PTIN | P00517292 | PTIN |
| Phone | 8055436876 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | WWW.MORROBAYCOMMUNITYQUOTAFUND.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $89,742 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Program Service Revenue | $89,742 | ProgramServiceRevenueAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $0 | SpecialEventsDirectExpensesAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $89,742 | TotalRevenueAmt |
| Salaries Other Comp Empl Bnft | $17,647 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $15,541 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $1,010 | OccupancyRentUtltsAndMaintAmt |
| Other Expenses Total | $16,827 | OtherExpensesTotalAmt |
| Total Expenses | $51,025 | TotalExpensesAmt |
| Excess Or Deficit For Year | $38,717 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances EOY | $38,717 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $40,850 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $250,000 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $290,850 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $252,133 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $38,717 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | TO OBTAIN, ADMINISTER AND MANAGE LEGALLY RECOGNIZED 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 DISTINCTION FOR LOCAL AND SUSTAINABLY CAUGHT SEAFOOD IN ORDER TO SUPPORT CORPORATION ACTIVITIES AND COMMUNITY FISHERY INFRASTRUCTURE. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | ENSURE A FINANCIALLY STABLE AND ENVIRONMENTALLY SUSTAINABLE M0RRO BAY FISHERY BUILT UPON LOCAL STEWARDSHIP OF GROUNDFISH RESOURCES. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $51,025 | GrantsAndAllocationsAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $51,025 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| ROBERT SEITZ | ||
| PRESIDENT | 1.00 | $0 |
| JANICE PETERS | ||
| VICE PRESIDENT | 1.00 | $0 |
| RICK ALGERT | ||
| SECRETARY/TREAS | 1.00 | $0 |
| CAPT JEREMIAH O'BRIEN | ||
| DIRECTOR | 0.50 | $0 |
| DR DEAN WENDT | ||
| DIRECTOR | 0.50 | $0 |
| DR ROBERT DEACON | ||
| DIRECTOR | 0.50 | $0 |
| ERIC ENDERSBY | ||
| DIRECTOR | 0.50 | $0 |
| EDWARD BACKUS | ||
| DIRECTOR | 0.50 | $0 |
| ANDREA LUEKER | ||
| Executive Dir. | 10.00 | $15,900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Organization Filed990 T | false | OrganizationFiled990TInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Initiation Fees And Cap Contri | $0 | InitiationFeesAndCapContriAmt |
| Gross Receipts For Public Use | $0 | GrossReceiptsForPublicUseAmt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Rick Algert | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 695 Harbor Street | AddressLine1Txt |
| City | Morro Bay | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93442 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8052527514 | 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 |
| Form720 Filed | false | Form720FiledInd |
| 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 |
| Related Org Sect527 Org | false | RelatedOrgSect527OrgInd |
| 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) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $0 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $0 | TotalSupportAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
| Public Support CY170 | 0.00000 | PublicSupportCY170Pct |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other Expenses.1002 | Office Expenses $1385 |
| Other Expenses.1005 | Travel $780 |
| Other Expenses.1012 | Insurance $2770 |
| Other Expenses.1 | DEBT SERVICE $6065 |
| Other Expenses.2 | QUOTA POUNDS $4695 |
| Other Expenses.3 | MISCELLANEOUS $676 |
| Other Expenses.4 | BOARD EXPENSES $231 |
| Other Expenses.5 | MEMBERSHIPS $225 |
| Other Assets.1012 | Intangible Assets - Beginning $0 Intangible Assets - Ending $250000 |
| Total Liabilities.1008 | Unsecured Notes and Loans Payable - Beginning $0 Unsecured Notes and Loans Payable - Ending $250000 |
| Total Liabilities.1 | PAYROLL LIABILITIES - Beginning $0 PAYROLL LIABILITIES - Ending $2133 |