Skip to content
Nonprofiteer
← BAY FOUNDATION OF MORRO BAY CALIFORNIA SAN LUIS OBISPO COUNTY

Form 990 for tax year 2023

Filed by BAY FOUNDATION OF MORRO BAY CALIFORNIA SAN LUIS OBISPO COUNTY.

Totals

Total revenue
$2,825,145
Total expenses
$3,748,878
Contributions and grants received
$1,863,787
Grants paid
$1,237,851
Program service revenue
$0
Investment income
$945,926
Other revenue
$15,432
Total assets, end of year
$24,962,697
Total liabilities, end of year
$392,581
Net assets or fund balances, end of year
$24,570,116
Program services expenses (Part IX)
$3,390,999
Management and general expenses
$281,039
Fundraising expenses
$76,840
Program service expenses (Part III)
$3,390,999

Program services were 90.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • WILLIAM HENRY

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • JASON CURTIS

    VICE-PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • LEONARD MOOTHART

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • GARY RUGGERONE

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • TOM EDELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SALLY KRENN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RON MUNDS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DEANNA RICHARDS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SHAUNNA SULLIVAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MELODIE GRUBBS

    EXECUTIVE DIRECTOR

    Total calculated
    $119,293
    From this org
    $108,163
    From related orgs
    $0
    Other
    $11,130
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

  • ROSE FOUNDATION

    $1,200,000

    CONTRACTED WITH THE ROSE FOUNDATION TO ADMINISTER/MANAGE A SMALL GRANTS PROGRAM

  • COMMUNITY PROJECT SUPPORT - BAYWOOD ELEMENTARY SCHOOL WATER EDUCATION PROGR

    $20,000

    COMMUNITY PROJECT SUPPORTING BAYWOOD ELEMENTARY SCHOOL WATER EDUCATION PROGRAM.

  • COMMUNITY PROJECT SUPPORT - GUIDES FOR STATE PARK EVENTS

    $15,024

    COMMUNITY PROJECT SUPPORTING PRINTING COSTS FOR DISCOVER MPAS ACTIVITY GUIDES FOR DISTRIBUTION AT STATE PARK EVENTS

Provenance

Return type
form_990
Tax year
2023
Filed
8 August 2025
IRS schema version
2023v6.0
Source object
202502259349300300

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.