COMMUNITY FOUNDATION OF ESTERO BAY INCORPORATED: Form 990EZ, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATION OF ESTERO BAY INCORPORATED (EIN 77-0336404)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-10-13
- IRS object ID
- 201432879349200638
- Schema version
- 2013v3.1
- 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 | 2014-10-13T17:52:46-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2350 MAIN ST | AddressLine1 |
| City | MORRO BAY | City |
| State | CA | State |
| ZIP Code | 934422004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770336404 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORRO BAY COMMUNITY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MORR | BusinessNameControlTxt |
| Phone | 8057726282 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 KENNEDY WAY | AddressLine1 |
| City | MORRO BAY | City |
| State | CA | State |
| ZIP Code | 93442 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFF ECKLES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8057726282 | PhoneNum |
| Signature | 2014-09-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GEORGE ROSS | PreparerPersonNm |
| PTIN | P00581736 | PTIN |
| Phone | 8057722808 | PhoneNum |
| Preparation | 2014-10-13 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $39,564 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $39,465 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $99 | InvestmentIncomeAmt |
| Total Revenue | $39,564 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $450 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $465 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $38,845 | OtherExpensesTotalAmt |
| Total Expenses | $39,760 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$196 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $59,530 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $4,862 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $64,196 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,649 | BOYAmt |
| EOY | $99,136 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,054 | BOYAmt |
| EOY | $1,753 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,703 | BOYAmt |
| EOY | $100,889 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,173 | BOYAmt |
| EOY | $36,693 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,530 | BOYAmt |
| EOY | $64,196 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | TO PROVIDE RECREATIONAL SCHOLARSHIPS TO FINANCIALLY ASSIST NEEDY FAMILIES | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | PROVIDES RECREATIONAL SCHOLARSHIPS TO FINANCIALLY ASSIST FAMILIES IN NEED. THESE SCHOLARSHIPS OFFSET THE COST FOR THEIR CHILDRENS' PARTICIPATION IN RECREATIONAL ACTIVITIES. | DescriptionProgramSrvcAccomTxt |
| Program Service Expenses | $38,665 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $38,665 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (10 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| JEFF ECKLES | ||
| PRESIDENT | 1.00 | $0 |
| RON REISNER | ||
| VICE PRESIDE | 1.00 | $0 |
| ANDREA LUEKER | ||
| SECRETARY | 1.00 | $0 |
| SUSAN SLAYTON | ||
| TREASURER | 1.00 | $0 |
| HOMER ALEXANDER | ||
| BOARD MEMBER | 1.00 | $0 |
| MONICA BISCHOFF | ||
| BOARD MEMBER | 1.00 | $0 |
| STEVE KNUCKLES | ||
| BOARD MEMBER | 1.00 | $0 |
| MARLENE PETER | ||
| BOARD MEMBER | 1.00 | $0 |
| JOAN SOLU | ||
| BOARD MEMBER | 1.00 | $0 |
| ROBERT SWAIN | ||
| BOARD MEMBER | 1.00 | $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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORRO BAY COMMUNITY FOUNDATIONS | BusinessNameLine1 |
| Business Name Line2 | MORRO BAY COMMUNITY FOUNDATION | BusinessNameLine2 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 KENNEDY WAY | AddressLine1 |
| Address Line2 | 1001 KENNEDY WAY | AddressLine2 |
| City | MORRO BAY | City |
| State | CA | State |
| ZIP Code | 93442 | ZIPCode |
| 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 Minus1 Year | $32,514 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $39,465 | CurrentTaxYearAmt |
| Total | $71,979 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $32,514 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $39,465 | CurrentTaxYearAmt |
| Total | $71,979 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $71,979 | PublicSupportTotal170Amt |
| Total Support | $71,979 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $99 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 1.00000 | PublicSupportCY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 16 | EXPENSES INSURANCE 1,200 RECREATIONAL & ENHANCEMEN 36,694 EVENT EXPENSES 646 FEES-STATE 45 OFFICE SUPPLIES 260 TOTAL 38,845 |
| FORM 990-EZ, PART I, LINE 20 | NET UNREALIZED GAINS ON INVESTMENTS 4,862 |
| FORM 990-EZ, PART II, LINE 24 | ACCOUNTS RECEIVABLE 3,054 1,753 TOTAL 3,054 1,753 |
| FORM 990-EZ, PART II, LINE 26 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 24,173 36,693 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (10 entries)
| JEFF ECKLES |
| RON REISNER |
| ANDREA LUEKER |
| SUSAN SLAYTON |
| HOMER ALEXANDER |
| MONICA BISCHOFF |
| STEVE KNUCKLES |
| MARLENE PETER |
| JOAN SOLU |
| ROBERT SWAIN |