2025-07-25T08:43:53-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 1188 PADRE DRIVE STE 101 SALINAS CA 93901 990 2024-01-01 471978379 MONTEREY BAY FISHERIES TRUST MONT 8312333101 101 COOPER STREET SANTA CRUZ CA 95060 MELISSA MAHONEY EXECUTIVE DIRECTOR 8312333101 2025-07-23 1 1 AUTUMN ROSSI P01404602 8317596300 2025-07-23 2024 2025-03-06 01:10:19Z MELISSA MAHONEY 101 COOPER STREET SANTA CRUZ CA 95060 649574 0 X MONTEREYBAYFISHERIESTRUST.ORG X 2014 CA TO ADVANCE THE SOCIAL, ECONOMIC, AND ENVIRONMENTAL SUSTAINABILITY OF MONTEREY BAY FISHERIES. 9 8 3 8 0 0 329416 535885 85913 70003 2998 25253 0 -12678 418327 618463 0 0 0 0 293080 378241 0 0 131822 258143 243604 551223 621845 -132896 -3382 1703263 1668930 253185 220355 1450078 1448575 X TO ADVANCE THE SOCIAL, ECONOMIC, AND ENVIRONMENTAL SUSTAINABILITY OF MONTEREY BAY FISHERIES. 0 0 77386 0 INCEASING ACCESS TO, AVAILABILITY OF, AND DEMAND FOR LOCAL, SUSTAINABLE SEAFOOD: MBFT LED OUTREACH PROGRAMS AIMED AT RAISING AWARENESS AND DEMAND FOR LOCAL, SUSTAINABLE SEAFOOD. THROUGH DIGITAL STORYTELLING, VIDEOS, BLOGS, SOCIAL MEDIA, AND PRESENTATIONS, MBFT CONNECTED CONSUMERS WITH MONTEREY BAY SEAFOOD AND OUR FISHING COMMUNITY. WE EDUCATED CONSUMERS ABOUT SUSTAINABLE FISHERIES, HELPED THEM IDENTIFY AND PREPARE SEASONAL SEAFOOD, AND DIRECTED THEM TO BUSINESSES THAT SELL LOCAL SEAFOOD THROUGH OUR LOCAL CATCH GUIDE. STATS: 40 STORIES PUBLISHED FEATURING LOCAL SEAFOOD AND THE FISHING COMMUNITY; 100% INCREASE IN WEB TRAFFIC WITH 77K UNIQUE VISITORS; 23K VIEWS OF THE LOCAL CATCH GUIDE. 68787 0 0 SUPPORTING STAKEHOLDER ENGAGEMENT IN CONSERVATION AND MANAGEMENT: WE FACILITATED AND PROMOTED DIALOGUE AND COLLABORATION AMONG FISHERMEN, CONSERVATIONISTS, SCIENTISTS, LOCAL GOVERNMENT, AND LEGISLATORS. WE PROVIDED RESOURCES THROUGH OUR MONTHLY BUOY BULLETIN NEWSLETTER, WEBSITE, AND MEETINGS, AND CONTINUED TO SUPPORT FISHERMEN'S EDUCATION THROUGH THE MARINE RESOURCE EDUCATION PROGRAM (MREP). STATS: 82 MEMBERS OF THE FISHING COMMUNITY DIRECTLY PARTICIPATED IN OUR PROGRAMS; 627 STAKEHOLDERS RECEIVED RESOURCES VIA THE MONTHLY BUOY BULLETIN NEWSLETTER 88107 0 SUSTAINING LOCAL FAMILIES AND FISHERIES: WE CONTINUED OUR MONTEREY BAY COMMUNITY SEAFOOD PROGRAM TO PROVIDE HEALTHY, SUSTAINABLY HARVESTED SEAFOOD TO COMMUNITY MEMBERS IN NEED OF FOOD ASSISTANCE, ALONG WITH MORE THAN $82K IN ECONOMIC SUPPORT TO OUR LOCAL FISHERMEN, FOOD WORKERS, AND SEAFOOD BUSINESSES. AS A DIRECT RESULT OF THIS PROGRAM, SECOND HARVEST OF SANTA CRUZ COUNTY HAS MADE A COMMITMENT TO SOURCE LOCAL SEAFOOD YEAR-ROUND. WE ARE CONTINUING OUR CONNECTIONS IN THE LOCAL FOOD SYSTEM NETWORK AND HOLD A SEAT ON THE CENTRAL COAST RESILIENT FOOD SYSTEMS CO-OP AS ONE OF TWO REPRESENTATIVES OF SEAFOOD. STATS: $82K RAISED TO PURCHASE 9K POUNDS OF LOCAL SEAFOOD; 24.2K SEAFOOD MEALS DONATED; 28 FISHERMEN AND 35 FOOD WORKERS SUPPORTED. 74716 70003 STRENGTHENING THE VIABILITY OF COMMERCIAL FISHING BUSINESSES IN MONTEREY: WE PROVIDED TECHNICAL ASSISTANCE, TOOLS, AND RESOURCES TO STRENGTHEN FISHING BUSINESSES AND HELP FISHERMEN NAVIGATE REGULATIONS. WE CONTINUED OUR QUOTA LEASING PROGRAM, PROTECTING LOCAL ACCESS TO SUSTAINABLE GROUNDFISH FISHING RIGHTS, AND SAVING FISHERMEN THOUSANDS OF DOLLARS IN LEASE FEES. THROUGH OUR PARTNERSHIP WITH CALIFORNIA FARMLINK, WE INCREASED FISHERMEN'S ACCESS TO TECHNICAL ASSISTANCE AND LOANS AND EXPLORED SUCCESSION PLANNING FOR RETIRING FISHERMEN AND NEW ENTRANTS. WE ADVOCATED TO STATE AND FEDERAL LEGISLATORS FOR INFRASTRUCTURE IMPROVEMENTS AND THE NEED TO SUPPORT FISHING COMMUNITY RESILIENCE. STATS: 10 FISHERMEN RECEIVED DIRECT TECHNICAL ASSISTANCE; 178K POUNDS OF GROUNDFISH WAS LEASED LOCALLY; 2.4K VIEWS OF WEB RESOURCES FOR FISHING BUSINESSES. 74716 70003 308996 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 1 3 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X MARILOU INZUNZA 8315399939 18 CRESCENT DR WATSONVILLE CA 95076 MELISSA MAHONEY EXECUTIVE DIRECTOR 40.00 X X 112062 0 34259 DAVID M CRABBE PRESIDENT 2.00 X X 0 0 0 STEVE SCHEIBLAUER CHAIRMAN 2.00 X X 0 0 0 MARGARET SPRING VICE PRESIDENT 2.00 X X 0 0 0 MONICA GALLIGAN TREASURER 2.00 X X 0 0 0 CHAPS PODURI SECRETARY 2.00 X X 0 0 0 BOB DOOLEY BOARD MEMBER 2.00 X 0 0 0 JOHN FIELD BOARD MEMBER 2.00 X 0 0 0 ALYSON HUNTER BOARD MEMBER 2.00 X 0 0 0 112062 0 34259 1 0 0 0 0 65893 469992 16120 535885 QUOTA LEASE 110000 70003 70003 70003 13773 13773 12000 520 11480 11480 11480 15800 65893 30591 -14791 -14791 MISCELLANEOUS REVENUE 900099 2113 2113 2113 618463 70003 0 12575 X 129318 103454 9699 16165 193507 63135 89377 40995 14077 2701 9398 1978 20612 4438 12770 3404 20727 10416 6561 3750 8968 8968 92524 14618 20177 57729 14921 10192 2530 2199 4190 1459 2159 572 6727 1773 4316 638 4860 3266 1389 205 11452 11452 42000 42000 2944 2944 SEAFOOD PURCHASES 34720 34720 DUES AND SUBSCRIPTIONS 8576 8012 564 MISCELLANEOUS EXPENSES 6109 424 2062 3623 PROFESSIONAL DEVELOPMEN 5613 4948 665 621845 308996 181027 131822 183600 196235 297105 310874 95371 76378 1127187 1085443 1703263 1668930 14155 13329 239030 207026 253185 220355 X 1446377 1448575 3701 0 1450078 1448575 1703263 1668930 -3382 1879 0 X X 0 0 0 X 439261 383218 409183 329416 535885 2096963 439261 383218 409183 329416 535885 2096963 656338 1440625 32 22 72 2998 13773 16897 2113860 401590 0.68150 0.51160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X PART X, LINE 2: MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN IN ITS FEDERAL AND STATE EXEMPT TRUST TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. THE TRUST'S RETURNS ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES, GENERALLY FOR THREE YEARS AND FOUR YEARS, RESPECTIVELY, AFTER THEY ARE FILED. MBFT'S 10 YEAR ANNIVERSARY 81693 65893 15800 3000 147 600 26844 81693 65893 15800 3000 147 600 26844 30591 -14791 FORM 990, PART VI, SECTION B, LINE 11B BEFORE FILING, GOVERNING MEMBERS, THE EXECUTIVE DIRECTOR, AND THE OPERATIONS MANAGER REVIEW 990 FOR ACCURACY. FORM 990, PART VI, SECTION B, LINE 12C ALL GOVERNING MEMBERS ARE REQUIRED TO REVIEW FOR POTENTIAL CONFLICTS PRIOR TO ACTION. MEMBERS ARE NOTIFIED IN ADVANCE OF ITEMS TO BE DISCUSSED AS NOTED ON AGENDA. BOARD MEMBERS SIGN AN ANNUAL STATEMENT THAT THEY ARE AWARE OF THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 GOVERNING MEMBERS ANNUALLY REVIEW EXECUTIVE DIRECTOR COMPENSATION IN CONSULTATION WITH COMPARABLE ORGANIZATIONS, REVIEW OF WRITTEN COMPARABLE DATA, AND IN CONSULTATION WITH HUMAN RESOURCES CONSULTANTS. GOVERNING MEMBERS ANNUALLY REVIEW KEY OFFICERS AND/OR EMPLOYEES COMPENSATION IN CONSULTATION WITH COMPARABLE ORGANIZATIONS, REVIEW OF WRITTEN COMPARABLE DATA, AND IN CONSULTATION WITH HUMAN RESOURCES CONSULTANTS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONS GOVERNING DOCUMENTS AND DISCLOSURES MAY BE GRANTED UPON RECEIPT OF WRITTEN REQUEST, SUBJECT TO REVIEW AND APPROVAL OF THE GOVERNING MEMBERS AND IN ACCORDANCE WITH ALL APPLICABLE STATUTES. FORM 990, PART IX, LINE 11G CONSULTANT FEES: PROGRAM SERVICE EXPENSES 14,618. MANAGEMENT AND GENERAL EXPENSES 20,177. FUNDRAISING EXPENSES 57,729. TOTAL EXPENSES 92,524. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.