ALGALITA MARINE RESEARCH AND EDUCATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ALGALITA MARINE RESEARCH AND EDUCATION (EIN 33-0657882)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-07-16
- IRS object ID
- 201441979349300829
- 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 | 2014-07-16T13:24:20-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bentson Vuona & Westersten LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 Goddard | AddressLine1 |
| City | Irvine | City |
| State | CA | State |
| ZIP Code | 92618 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330657882 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALGALITA MARINE RESEARCH INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALGA | BusinessNameControlTxt |
| Phone | 5625984889 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 148 N MARINA DRIVE | AddressLine1 |
| City | LONG BEACH | City |
| State | CA | State |
| ZIP Code | 90803 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERRI BUCHANAN CPA | PersonNm |
| Person Title | CPA | PersonTitleTxt |
| Signature | 2014-07-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | John F Vuona CPA | PreparerPersonNm |
| PTIN | P01457266 | PTIN |
| Phone | 9497891050 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TERRI BUCHANAN CPA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4338 CHELFORD STREET | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 92117 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $350,846 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ALGALITA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1994 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | ALGALITA IS DEDICATED TO THE PROTECTION AND IMPROVEMENT OF THE MARINE ENVIRONMENT AND ITS WATERSHEDS THROUGH EDUCATION AND RESEARCH ON THE IMPACT OF PLASTIC POLLUTION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $612,464 | PYContributionsGrantsAmt |
| CY Contributions Grants | $295,330 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,158 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,292 | CYProgramServiceRevenueAmt |
| PY Investment Income | $19,441 | PYInvestmentIncomeAmt |
| CY Investment Income | $32,367 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,405 | PYOtherRevenueAmt |
| CY Other Revenue | $19,857 | CYOtherRevenueAmt |
| PY Total Revenue | $637,468 | PYTotalRevenueAmt |
| CY Total Revenue | $350,846 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $98,777 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $148,812 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $26,775 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $31,200 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $45,812 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $414,031 | PYOtherExpensesAmt |
| CY Other Expenses | $188,783 | CYOtherExpensesAmt |
| PY Total Expenses | $539,583 | PYTotalExpensesAmt |
| CY Total Expenses | $368,795 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $97,885 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$17,949 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $520,541 | TotalAssetsBOYAmt |
| Total Assets EOY | $436,406 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $425,638 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $359,452 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $94,903 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $76,954 | NetAssetsOrFundBalancesEOYAmt |
| Mission | ALGALITA IS DEDICATED TO THE PROTECTION AND IMPROVEMENT OF THE MARINE ENVIRONMENT AND ITS WATERSHEDS THROUGH EDUCATION AND RESEARCH ON THE IMPACT OF PLASTIC POLLUTION. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $150,015 | ExpenseAmt |
| Desc | RESEARCHDEFINED THE METHODOLOGY FOR COLLECTION AND EXAMINATION OF MICROPLASTIC SAMPLES FROM AN OCEANIC ENVIRONMENT. THROUGH THE YEARS, WE HAVE DEDICATED 43,000+ HOURS TO SCIENTIFIC RESEARCH AT SEA, ULTIMATELY GATHERING AND ANALYZING MORE THAN 1,100 PLASTIC DEBRIS SAMPLES FROM FIVE OCEANS AROUND THE GLOBE. SIGNIFICANT RESEARCH PROJECTS INCLUDED GIS PLASTIC DEBRIS MAPPING, THE REDUCING PLASTIC DEBRIS IN THE LOS ANGELES AND SAN GABRIEL RIVER WATERSHEDS STUDY, AND BIGHT '13 STUDY (A PARTNERSHIP BETWEEN ALGALITA WITH THE SOUTHERN CALIFORNIA COASTAL WATER RESEARCH PROJECT (SCCWRP)). | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $45,749 | ExpenseAmt |
| Revenue | $3,292 | RevenueAmt |
| Desc | EDUCATIONPRESENTED INNOVATIVE PROGRAMS DESIGNED TO HELP INDIVIDUALS UNDERSTAND THEIR ROLES IN SOLVING THE PLASTIC POLLUTION CRISIS, LEVERAGING THE POWER OF TECHNOLOGY AND VIRUTAL LEARNING TO REACH SCIENTIFIC, SCHOLASTIC, AND GENERAL PUBLIC COMMUNITIES WORLDWIDE. MAJOR 2013 EDUCATION PROGRAMS INCLUDED DEVELOPMENT OF ALGALITA'S DEBRIS SCIENCE INVESTIGATION (DSI) KIT, POPS/STEM IN-CLASS WORKSHOPS AND PRESENTATIONS AND ALGALITA'S 2014 POPS YOUTH SUMMIT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $195,764 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 19 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 5 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | false | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIETA FRANCIS | PersonNm |
| Phone | 5625984889 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 148 N MARINA DRIVE | AddressLine1 |
| City | LONG BEACH | City |
| State | CA | State |
| ZIP Code | 90803 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| NIKHIL DAVE PHD | |||||||
| Secretary | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MICHELE M SWANSON | |||||||
| Vice President | 10.00 | 0.00 | Yes (X) | Yes (X) | $2,500 | $0 | $0 |
| CAROLE HARRIS LCSW PSYD | |||||||
| Director | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JERRY ANDIS | |||||||
| Director | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BILL FRANCIS | |||||||
| President | 20.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RONALD E JAGNER | |||||||
| Director | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TERRI BUCHANAN CPA | |||||||
| Treasurer | 10.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,500 | TotalReportableCompFromOrgAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $6,310 | MembershipDuesAmt |
| All Other Contributions | $289,020 | AllOtherContributionsAmt |
| Total Contributions | $295,330 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EDUCATIONAL MATERIALS | Desc |
| Business | 511190 | BusinessCd |
| Total Revenue Column | $3,292 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,292 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,292 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $32,367 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $32,367 | RelatedOrExemptFuncIncomeAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SPECIAL EVENTS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $19,857 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $19,857 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $19,857 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $350,846 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $55,516 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,500 | TotalAmt |
| Program Services | $2,500 | ProgramServicesAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,545 | TotalAmt |
| Program Services | $68,690 | ProgramServicesAmt |
| Management And General | $57,072 | ManagementAndGeneralAmt |
| Fundraising | $7,783 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,767 | TotalAmt |
| Program Services | $7,165 | ProgramServicesAmt |
| Management And General | $4,930 | ManagementAndGeneralAmt |
| Fundraising | $672 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,250 | TotalAmt |
| Management And General | $5,250 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,200 | TotalAmt |
| Fundraising | $31,200 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,246 | TotalAmt |
| Management And General | $2,246 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,739 | TotalAmt |
| Program Services | $83,452 | ProgramServicesAmt |
| Management And General | $26,287 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,604 | TotalAmt |
| Program Services | $850 | ProgramServicesAmt |
| Management And General | $562 | ManagementAndGeneralAmt |
| Fundraising | $192 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,836 | TotalAmt |
| Program Services | $5,743 | ProgramServicesAmt |
| Management And General | $3,793 | ManagementAndGeneralAmt |
| Fundraising | $1,300 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,654 | TotalAmt |
| Program Services | $1,438 | ProgramServicesAmt |
| Management And General | $3,216 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $869 | TotalAmt |
| Management And General | $869 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,153 | TotalAmt |
| Management And General | $2,153 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,523 | TotalAmt |
| Program Services | $4,517 | ProgramServicesAmt |
| Management And General | $2,983 | ManagementAndGeneralAmt |
| Fundraising | $1,023 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROJECT EXPENSES | $18,219 | $18,219 | ||
| Printing and Publications | $5,098 | $5,098 | ||
| TELEPHONE AND UTILITIES | $4,823 | $2,556 | $1,688 | $579 |
| MISCELLANEOUS | $4,482 | $634 | $3,705 | $143 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,287 | TotalAmt |
| Management And General | $7,367 | ManagementAndGeneralAmt |
| Fundraising | $2,920 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $368,795 | TotalAmt |
| Program Services | $195,764 | ProgramServicesAmt |
| Management And General | $127,219 | ManagementAndGeneralAmt |
| Fundraising | $45,812 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $286,537 | BOYAmt |
| EOY | $159,216 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $7,500 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,500 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $56,736 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $51,363 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,669 | BOYAmt |
| EOY | $5,373 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $230,772 | BOYAmt |
| EOY | $260,784 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $563 | BOYAmt |
| EOY | $1,033 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $520,541 | BOYAmt |
| EOY | $436,406 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,263 | BOYAmt |
| EOY | $30,077 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $384,375 | BOYAmt |
| EOY | $329,375 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $425,638 | BOYAmt |
| EOY | $359,452 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$235,600 | BOYAmt |
| EOY | -$265,064 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $235,503 | BOYAmt |
| EOY | $235,503 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,000 | BOYAmt |
| EOY | $106,515 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,903 | BOYAmt |
| EOY | $76,954 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $520,541 | BOYAmt |
| EOY | $436,406 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$17,949 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (true) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | false | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
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 | $592,317 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $448,920 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $425,218 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $612,464 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $295,330 | CurrentTaxYearAmt |
| Total | $2,374,249 | 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 |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $592,317 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $448,920 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $425,218 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $612,464 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $295,330 | CurrentTaxYearAmt |
| Total | $2,374,249 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,374,249 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,589 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,612 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,129 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,846 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,367 | CurrentTaxYearAmt |
| Total | $69,543 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $7,106 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,158 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,149 | CurrentTaxYearAmt |
| Total | $34,413 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,478,205 | TotalSupportAmt |
| Public Support CY170 | 0.95810 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98120 | 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 D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $230,772 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $31,986 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $1,973 | AdministrativeExpensesAmt |
| End Year Balance | $260,784 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $208,503 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $22,269 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $230,772 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $214,531 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$6,028 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $208,503 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $196,248 | BeginningYearBalanceAmt |
| Contributions | $500 | ContributionsAmt |
| Investment Earnings Or Losses | $19,372 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $1,589 | AdministrativeExpensesAmt |
| End Year Balance | $214,531 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $16,634 | ContributionsAmt |
| Grants Or Scholarships | $58,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,463 | OtherExpendituresAmt |
| Administrative Expenses | $196,248 | AdministrativeExpensesAmt |
| End Year Balance | $196,248 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $56,736 | OtherCostOrOtherBasisAmt |
| Depreciation | $51,363 | DepreciationAmt |
| Book Value | $5,373 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,373 | TotalBookValueLandBuildingsAmt |
| Total Book Value Securities | $260,784 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: Intended uses of the endowment fund. | THE PERMANENTLY RESTRICTED ENDOWMENT'S CORPUS IS TO BE HELD IN PERPETUITY. ANY NET INVESTMENT EARNINGS TO THE PERMANENTLY RESTRICTED ENDOWMENT ARE AVAILABLE FOR SPENDING SUBJECT TO RECOMMENDATIONS AND APPROVAL BY THE BOARD. THE BOARD DESIGNATED ENDOWMENT WAS SET UP TO ENSURE THE ORGANIZATION'S FUTURE FINANCIAL STABILITY IN RELATION TO ITS PROGRAM AND OPERATIONAL NEEDS. |
| Part X : FIN48 Footnote | AS OF DECEMBER 31, 2013, THE ORGANIZATION HAD NO UNCERTAIN INCOME TAX POSITIONS. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ORV ALGUITA INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Org | 35%ENTIT | RelationshipWithOrgTxt |
| Loan Purpose | RESEARCH | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $482,325 | OriginalPrincipalAmt |
| Balance Due | $329,375 | BalanceDueAmt |
| Default | false | DefaultInd |
| Board Or Committee Approval | Yes (true) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (true) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $329,375 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIETA FRANCIS | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | FAMILY MEMBER | RelationshipDescriptionTxt |
| Transaction | $43,917 | TransactionAmt |
| Transaction | COMPENSATION | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et | PRESIDENT OF THE BOARD OF DIRECTORS, BILL FRANCIS, IS THE HUSBAND TO EMPLOYEE, MARIETA FRANCIS. |
| Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents | THE SIGNIFICANT CHANGES TO THE BY-LAWS WERE AS FOLLOWS:MAXIMUM NUMBER OF BOARD MEMBERS INCREASED TO 20.AUDIT COMMITTEE RESPONSIBILITIES ARE CLEARLY DEFINED.DEFINED REQUIREMENTS FOR OFFICER POSITIONS AND QUALIFICATIONS FOR BOARD MEMBERS. |
| Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder | THE ORGANIZATION'S 7 MEMBERS ARE INCLUDED ON SCHEDULE A OF PART VII. |
| 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 | MARIETA FRANCIS 148 N MARINA DRIVE LONG BEACH CA 90803 (562) 598-4889 |