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Morro Coast Audubon Society FY2021 filing

Tax-deductible

Morro Bay, CA501(c)(3)EnvironmentEIN 23-7165021Revenue $97K in FY2021

On file with the IRSmorrocoastaudubon.orgPo Box 1507, 93443-1507 · Morro Bay, CATax-exempt since Jun 1986Publicly supported charity — 170(b)(1)(A)(vi)

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To promote the appreciation, conservation, and restoration of ecosystems, focusing on the biological diversity of birds, other wildlife, and their habitats, particularly in san luis obispo county, california.

501(c)(3) charity; gifts are tax-deductible.
68¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 4
filings with a surplus
Average surplus $78K a year · 41% of revenue · last 4 filings
Looks good: a surplus in 4 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
68%
of spending
Fine: 68% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Cash reserves
20 mo
of spending, in cash
Looks good: 19.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $37K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$744
0.03% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
14
of 14 voting members
Looks good: 14 of 14 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$97K
Spent
$95K
To programs
68%
Net assets
$2.7M
By yearFY2021–FY2024
Revenue
$97K
FY2021
Tap a bar for its year
Revenue by fiscal year
FY2021$97K
FY2022$375K
FY2023$99K
FY2024$192K
Expenses
$95K
FY2021
Tap a bar for its year
Expenses by fiscal year
FY2021$95K
FY2022$118K
FY2023$70K
FY2024$166K
Net assets
$2.7M
FY2021
Tap a bar for its year
Net assets by fiscal year
FY2021$2.7M
FY2022$3.0M
FY2023$3.1M
FY2024$3.2M

From the FY2021 Form 990 (year ending April 2021) · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jun 1986.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

68 cents of each dollar spent went to programs.

Program services 68% · $65K Management & general 30% · $29K Fundraising 1% · $1K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

14 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Joanne Aasen
Director
$0Pt VII · Sec A
Nancy Foley
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Kaaren Perry
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Jan Surbey
Director
$0Pt VII · Sec A
Doug Tate
Director
$0Pt VII · Sec A
See Morro Coast Audubon Society executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Protects and restores local wildlife habitats, especially for birds, in San Luis Obispo County.

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Provided by the organization

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3 programs · $64K · in their own filed words · FY2020
01

Sweet Springs Nature Preserve

To improve and maintain the nature preserve for use by membership and the general public, including school trips.

$43Kprogram expense
02

Winter Bird Festival

Four days of field trips and workshops regarding birding and conservation issues. This event is available to membership and the general public.

$20Kprogram expense
03

Hi Mountain Condor Lookout

A field research facility which monitors movements of the endangered california condor pouplation and conducts public outreach programs.

$901program expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2025
Community Foundation San Luis Obispo CountyFY2025$37K
Total grants receivedfrom 1 funder$37K

By the numbers

The FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$97K
Ln 12
Gifts and grantsLn 1h$58K
Fees for servicesLn 2g$36K
Investment incomeLn 3$2K
Money outPt IX
$95K
Ln 25
Programscol B$65K
Managementcol C$29K
Fundraisingcol D$1K
Owns and owesPt X
$2.7M
net assets · Ln 32
Cash and savingsLn 1–2$156K
Total assetsLn 16$2.7M
LiabilitiesLn 26$744
PeoplePt VI, VII
14
listed · VII A
PaidVII A0
Voting boardVI 1a14
IndependentVI 1b14
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$58K
Government grantsLn 1e$11K
Noncash giftsLn 1g$105
Fees for servicesLn 2g$36K
Investment incomeLn 3$2K
Other incomeLn 4–11$362
Total revenueLn 12$97K
Assets in detailPt X, end of year
CashLn 1$142K
SavingsLn 2$14K
Cash and savings togetherLn 1–2$156K
InvestmentsLn 11–13$320K
Land, buildings, equipmentLn 10c$2.3M
Total assetsLn 16$2.7M
LiabilitiesLn 26$744
Net assetsLn 32$2.7M
OperationsPt I, VI
EmployeesI 51
VolunteersI 6350
Fiscal year endsHeaderApril
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$143K$156K
InvestmentsLn 11–13$216K$320K
Land, buildings, equipmentLn 10c$2.3M$2.3M
Total assetsLn 16$2.6M$2.7M
LiabilitiesLn 26$1K$744
Net assetsLn 32$2.6M$2.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$17K$17K
Payroll taxesLn 10$2K$2K
Other fees for servicesLn 11g$11K$684$10K
Office expensesLn 13$4K$3K$1K
OccupancyLn 16$7K$7K
InterestLn 20$39$39
InsuranceLn 23$4K$108$4K
Other expenses (24a–d)Ln 24$38K$38K$206
All other expensesLn 24e$12K$7K$5K
Total functional expensesLn 25$95K$65K$29K$1K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $192K$166K$26K$3.2M 990 PDF
FY2023 $99K$70K$29K$3.1M 990 PDF
FY2022 $375K$118K$257K$3.0M 990 PDF
FY2021 Viewing $97K$95K$2K$2.7M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (6 parts)
Part I · Summary $96,966 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $114,639$58,226
I-9 Program service revenuePrior year $101,095$36,355
I-10 Investment incomePrior year $11,269$2,023
I-11 Other revenuePrior year −$86$362
I-12 Total revenuePrior year $226,917$96,966
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefits$19,247
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $222,772$76,148
I-18 Total expensesPrior year $222,772$95,395
I-19 Revenue less expensesPrior year $4,145$1,571
Part VI · Governance 14 of 14 board members independent, 3 to look at
VI-1a Voting members of the governing body14
VI-1b Independent voting members14
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
Part VIII · Statement of revenue $96,966 across 10 lines filed
VIII-1b Membership dues$2,565
VIII-1d Related organizations$3,448
VIII-1e Government grants$10,976
VIII-1f All other contributions, gifts and grants$41,237
VIII-1g Noncash contributions (included above)$105
VIII-1h Total contributions, gifts and grants$58,226
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $36,355$36,355
VIII-3 Investment incomeRelated to mission $2,023$2,023
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $362$362
VIII-12 Total revenueRelated to mission $38,740$96,966
Part IX · Statement of functional expenses $95,395 across 9 lines filed
IX-7 Other salaries and wagesPrograms $17,448$17,448
IX-10 Payroll taxesPrograms $1,799$1,799
IX-11g Other fees for servicesPrograms $684 · Management $10,190$10,874
IX-13 Office expensesManagement $3,163 · Fundraising $1,145$4,308
IX-16 OccupancyManagement $6,632$6,632
IX-20 InterestManagement $39$39
IX-23 InsurancePrograms $108 · Management $3,828$3,936
IX-24 Other expenses (24a–d)Programs $38,205 · Management $206$38,411
IX-24e All other expensesPrograms $7,038 · Management $4,910$11,948
IX-25 Total functional expensesPrograms $65,282 · Management $28,968 · Fundraising $1,145$95,395
Part X · Balance sheet $2,745,023 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $129,493$142,210
X-2 Savings and temporary cash investmentsStart of year $13,814$13,820
X-3 Pledges and grants receivableStart of year $14,727$800
X-8 Inventories for sale or useStart of year $4,967$4,974
X-9 Prepaid expenses and deferred chargesStart of year $600$1,039
X-10c Land, buildings and equipment, netStart of year $2,262,565$2,262,565
X-11 Publicly traded securitiesStart of year $215,801$319,615
X-16 Total assetsStart of year $2,641,967$2,745,023
X-17 Accounts payable and accrued expensesStart of year $1,051$77
X-25 Other liabilities$667
X-26 Total liabilitiesStart of year $1,051$744
X-27 Net assets without donor restrictionsStart of year $2,632,172$2,735,535
X-28 Net assets with donor restrictionsStart of year $8,744$8,744
X-32 Total net assets or fund balancesStart of year $2,640,916$2,744,279
X-33 Total liabilities and net assetsStart of year $2,641,967$2,745,023
Part XI · Reconciliation of net assets $2,744,279 net assets at year end
XI-1 Total revenue$96,966
XI-2 Total expenses$95,395
XI-3 Revenue less expenses$1,571
XI-4 Net assets at start of year$2,640,916
XI-5 Net unrealized gains (losses) on investments$101,792
XI-10 Net assets at end of year$2,744,279

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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