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Morro Coast Audubon Society FY2022 filing

Tax-deductible

Morro Bay, CA501(c)(3)Environment EIN 23-7165021Revenue $375K in FY2022

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.
33¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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FY2022 · 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
33%
of spending
Concern: 33% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Cash reserves
16 mo
of spending, in cash
Plus $274K in investments, Pt X · Ln 11–13
Looks good: 15.7 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
$823
0.03% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
13
of 13 voting members
Looks good: 13 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$375K
+286% vs prior year
Spent
$118K
To programs
33%
Net assets
$3.0M
By yearFY2021–FY2024
Revenue
$375K
FY2022▲ +286%
Tap a bar for its year
Revenue by fiscal year
FY2021$97K
FY2022$375K
FY2023$99K
FY2024$192K
Expenses
$118K
FY2022▲ +23%
Tap a bar for its year
Expenses by fiscal year
FY2021$95K
FY2022$118K
FY2023$70K
FY2024$166K
Net assets
$3.0M
FY2022▲ +9%
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 FY2022 Form 990 · see the original

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You’re viewing the FY2022 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

33 cents of each dollar spent went to programs.

Program services 33% · $38K Management & general 67% · $79K

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

13 people listed on the 990.

Part VII, Section A · reportable compensation
Joanne Aasen
Director
$0Pt VII · Sec A
Nancy Foley
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Kaaren Perry
Director
$0Pt VII · Sec A
Robbie Revel
Director
$0Pt VII · Sec A
$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 · $38K · in their own filed words · FY2022
01

Sweet Springs Nature Preserve

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

$31Kprogram expense
02

Hi Mountain Condor Lookout

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

$7Kprogram expense
03

Holiday bird count and shorebird survey

Pt IX · col B

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 FY2022 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$375K
Ln 12
Gifts and grantsLn 1h$337K
Fees for servicesLn 2g$37K
Other incomeLn 4–11$111
Money outPt IX
$118K
Ln 25
Programscol B$38K
Managementcol C$79K
Owns and owesPt X
$3.0M
net assets · Ln 32
Cash and savingsLn 1–2$154K
Total assetsLn 16$3.0M
LiabilitiesLn 26$823
PeoplePt VI, VII
13
listed · VII A
PaidVII A0
Voting boardVI 1a13
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$337K
Noncash giftsLn 1g$200
Fees for servicesLn 2g$37K
Other incomeLn 4–11$111
Total revenueLn 12$375K
Assets in detailPt X, end of year
CashLn 1$154K
Cash and savings togetherLn 1–2$154K
InvestmentsLn 11–13$274K
Land, buildings, equipmentLn 10c$2.6M
Total assetsLn 16$3.0M
LiabilitiesLn 26$823
Net assetsLn 32$3.0M
OperationsPt I, VI
EmployeesI 51
VolunteersI 6350
Fiscal year endsHeaderDecember
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 FY22End FY22
Cash and savingsLn 1–2$184K$154K
InvestmentsLn 11–13$343K$274K
Land, buildings, equipmentLn 10c$2.3M$2.6M
Total assetsLn 16$2.8M$3.0M
LiabilitiesLn 26$906$823
Net assetsLn 32$2.8M$3.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$11K$11K
Payroll taxesLn 10$1K$1K
Other fees for servicesLn 11g$14K$6K$8K
Office expensesLn 13$4K$341$4K
OccupancyLn 16$6K$6K
InterestLn 20$81$81
InsuranceLn 23$6K$2K$4K
Other expenses (24a–d)Ln 24$61K$12K$49K
All other expensesLn 24e$13K$5K$8K
Total functional expensesLn 25$118K$38K$79K$0

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 Viewing $375K$118K$257K$3.0M 990 PDF
FY2021 $97K$95K$2K$2.7M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2022 990 (6 parts)
Part I · Summary $374,578 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $38,364$337,272
I-9 Program service revenuePrior year $52,136$37,195
I-10 Investment incomePrior year $23,636$0
I-11 Other revenuePrior year $261$111
I-12 Total revenuePrior year $114,397$374,578
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $10,480$12,675
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $39,797$104,916
I-18 Total expensesPrior year $50,277$117,591
I-19 Revenue less expensesPrior year $64,120$256,987
Part VI · Governance 13 of 13 board members independent, 3 to look at
VI-1a Voting members of the governing body13
VI-1b Independent voting members13
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 $374,578 across 8 lines filed
VIII-1b Membership dues$4,609
VIII-1d Related organizations$5,256
VIII-1f All other contributions, gifts and grants$327,407
VIII-1g Noncash contributions (included above)$200
VIII-1h Total contributions, gifts and grants$337,272
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $37,195$37,195
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $111$111
VIII-12 Total revenueRelated to mission $37,306$374,578
Part IX · Statement of functional expenses $117,591 across 9 lines filed
IX-7 Other salaries and wagesPrograms $11,475$11,475
IX-10 Payroll taxesPrograms $1,200$1,200
IX-11g Other fees for servicesPrograms $6,135 · Management $7,842$13,977
IX-13 Office expensesPrograms $341 · Management $3,824$4,165
IX-16 OccupancyManagement $6,193$6,193
IX-20 InterestManagement $81$81
IX-23 InsurancePrograms $1,833 · Management $4,441$6,274
IX-24 Other expenses (24a–d)Programs $12,016 · Management $49,199$61,215
IX-24e All other expensesPrograms $5,351 · Management $7,660$13,011
IX-25 Total functional expensesPrograms $38,351 · Management $79,240 · Fundraising $0$117,591
Part X · Balance sheet $2,996,821 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $183,673$153,742
X-8 Inventories for sale or useStart of year $4,957$4,164
X-9 Prepaid expenses and deferred chargesStart of year $1,039$1,039
X-10c Land, buildings and equipment, netStart of year $2,262,565$2,564,013
X-11 Publicly traded securitiesStart of year $343,251$273,863
X-16 Total assetsStart of year $2,809,305$2,996,821
X-25 Other liabilitiesStart of year $906$823
X-26 Total liabilitiesStart of year $906$823
X-27 Net assets without donor restrictionsStart of year $2,799,655$2,987,254
X-28 Net assets with donor restrictionsStart of year $8,744$8,744
X-32 Total net assets or fund balancesStart of year $2,808,399$2,995,998
X-33 Total liabilities and net assetsStart of year $2,809,305$2,996,821
Part XI · Reconciliation of net assets $2,995,998 net assets at year end
XI-1 Total revenue$374,578
XI-2 Total expenses$117,591
XI-3 Revenue less expenses$256,987
XI-4 Net assets at start of year$2,808,399
XI-5 Net unrealized gains (losses) on investments−$69,388
XI-10 Net assets at end of year$2,995,998

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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