Nonprofit · EIN 33-0420271
SANTA MONICA BAY FOUNDATION
Tax-exempt · PLAYA DEL REY, CA 90293
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $5,326,691 | $4,924,683 | $402,008 | $2,712,735 | $899,918 | $1,812,817 |
| June 30, 2024 | 990 | $2,843,243 | $3,328,927 | -$485,684 | $1,705,985 | $295,176 | $1,410,809 |
| June 30, 2023 | 990 | $2,756,995 | $2,549,512 | $207,483 | $2,076,799 | $182,711 | $1,894,088 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $5,326,691
- of which government grants
- $5,128,305
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $426,497
- Other salaries and wages
- $931,320
- Salaries, compensation and benefits (total)
- $1,625,274
- Professional fundraising fees
- $0
- Legal fees
- $40,000
- Travel
- $44,203
- Program services (functional)
- $4,493,190
- Management and general (functional)
- $380,908
- Fundraising (functional)
- $50,585
Balance sheet and other
- Total assets, start of year
- $1,705,985
- Total assets, end of year
- $2,712,735
- Total liabilities, end of year
- $899,918
- Net assets, end of year
- $1,812,817
- Land, buildings and equipment
- $8,100
- Net assets without donor restrictions
- $1,420,600
- Net assets with donor restrictions
- $392,217
- Gross receipts
- $5,326,691
- Employees
- 31
- Volunteers
- 969
- Year formed
- 1990
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TOM FORD | CHIEF EXECUTIVE OFCR Officer | 45 | $264,000 |
| HEATHER BURDICK | DIRECTOR OF PROGRAMS Officer | 45 | $162,500 |
| TRACY EGOSCUE | DIRECTORGENCOUNSEL Trustee or director | 15 | $24,000 |
| TYLER RASMUSSEN | DIRECTOR Trustee or director | 10 | $16,000 |
| JEFF KLOCKE | DIRECTOR Trustee or director | 5 | $0 |
| DANIEL GENETTI | DIRECTOR Trustee or director | 10 | $0 |
| BIANCA PATTERSON | DIRECTOR Trustee or director | 5 | $0 |
| CANDACE EDWARDS | DIRECTOR Trustee or director | 5 | $0 |
| KATHRYN VERNEZ | PRESIDENT Officer | 12 | $0 |
| LAURA DOSS-HERTZ | VICE PRESIDENT Officer | 10 | $0 |
| FRAN DIAMOND | SECRETARY Officer | 5 | $0 |
| CRAIG PERKINS | Treasurer Officer | 5 | $0 |
990 for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TOM FORD | CHIEF EXECUTIVE OFCR Officer | 45 | $241,450 |
| HEATHER BURDICK | DIRECTOR OF PROGRAMS Officer | 45 | $142,637 |
| TRACY EGOSCUE | DIRECTORGENCOUNSEL Trustee or director | 30 | $18,614 |
| TYLER RASMUSSEN | DIRECTOR Trustee or director | 5 | $16,000 |
| KATHRYN VERNEZ | PRESIDENT Officer | 15 | $0 |
| LAURA DOSS-HERTZ | VICE PRESIDENT Officer | 15 | $0 |
| JEFF KLOCKE | DIRECTOR Trustee or director | 10 | $0 |
| FRAN DIAMOND | SECRETARY Officer | 15 | $0 |
| DANIEL GENETTI | DIRECTOR Trustee or director | 10 | $0 |
| CRAIG PERKINS | FINANCE DIRECTOR Officer | 15 | $0 |
| BIANCA PATTERSON | DIRECTOR Trustee or director | 5 | $0 |
| CANDACE EDWARDS | DIRECTOR Trustee or director | 5 | $0 |
990 for the year ended June 30, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TOM FORD | CHIEF EXECUTIVE OFCR Officer | 45 | $211,000 |
| HEATHER BURDICK | DIRECTOR OF PROGRAMS Officer | 45 | $115,000 |
| TRACY EGOSCUE | DIRECTORGENCOUNSEL Trustee or director | 20 | $31,989 |
| LAURIE NEWMAN | PRESIDENT Officer | 25 | $0 |
| KATHRYN VERNEZ | VICE PRESIDENT Officer | 15 | $0 |
| LAURA DOSS-HERTZ | FINANCIAL OFFICER Officer | 15 | $0 |
| JEFF KLOCKE | SECRETARY Officer | 15 | $0 |
| FRAN DIAMOND | DIRECTOR Trustee or director | 5 | $0 |
| DANIEL GENETTI | DIRECTOR Trustee or director | 5 | $0 |
| CRAIG PERKINS | DIRECTOR Trustee or director | 5 | $0 |
| TYLER RASMUSSEN | DIRECTOR Trustee or director | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 8117 W MANCHESTER AVE 750, PLAYA DEL REY, CA 90293-8211
- In care of
- % TOM FORD
- Principal officer (990 for 2024)
- TOM FORD, 1 LMU Drive, LOS ANGELES, CA 90045
- Signed the 990
- TOM FORD, CEO
- Phone
- (888) 301-2527
- Website
- WWW.SANTAMONICABAY.ORG
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0420271 or by the name SANTA MONICA BAY FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
Our mission is to restore and enhance the Santa Monica Bay and the surrounding area through actions and partnerships that improve water quality, conserve and rehabilitate natural resources.
Program accomplishments
- The Santa Monica Bay National Estuary Program, SMBNEP, is one of 28 national programs established under Section 320 of the 1987 Clean Water Act. The focus of SMBNEP for the year included a diversity of efforts to protect, enhance, and improve ecosystems to improve water availability and quality,engage and educate the public and inform and increase adaptation and resiliency to climate variability. The restoration and enhancement of marine habitats increased ecosystem structure and function while supporting local recreational opportunities and related coastal economies. Data collected from these projects further our understanding of possible climate adaptation strategies and informs adaptive management.Expenses $1,777,611 · revenue $2,044,253
- The Ocean Resilience Program conducts research, monitoring and restoration activities in coastal marine habitats. Projects focused on kelp forest restoration, eelgrass habitat research and restoration, abalone species recovery, and oceanographic biophysical monitoring related to ocean acidification and other climatic variations.Expenses $2,350,221 · revenue $2,702,754
- The Environmental Engagement Program builds partnerships that enrich communities and serve watershed health. This program teams up with various communities, including schools, businesses, municipalities, organizations, and individuals, to advance environmental stewardship. From reducing boat related ocean pollution to promoting community composting and preventing plastic waste. Programs serviced included clean boating initiatives, table to farm composting programs, source reduction of single use plastics in local restaurants and working with local middle schools to foster conservation awareness and youth engagement in attempts to inform and empower the next generation of enviromental stakeholders.Expenses $86,918 · revenue $99,956
- OTHER PROGRAM SERVICE RELATED INITIATIVESExpenses $278,440 · revenue $365,252
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 33-0420271
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1991
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Environment (C123)
- Assets (IRS master file)
- $2,712,735
- Income (IRS master file)
- $5,326,691
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $5,326,691 | $4,924,683 | $2,712,735 | IRS |
| 990 | June 2024 | $2,843,243 | $3,328,927 | $1,705,985 | XML |
| 990 | June 2023 | $2,756,995 | $2,549,512 | $2,076,799 | XML |
| 990 | June 2022 | $3,100,072 | $2,630,198 | $2,169,499 | IRS |
| 990 | June 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 33-0420271).
Questions about SANTA MONICA BAY FOUNDATION
- What is the EIN of SANTA MONICA BAY FOUNDATION?
- The employer identification number (EIN) of SANTA MONICA BAY FOUNDATION is 33-0420271.
- Is SANTA MONICA BAY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to SANTA MONICA BAY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SANTA MONICA BAY FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SANTA MONICA BAY FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SANTA MONICA BAY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SANTA MONICA BAY FOUNDATION?
- The 990 for the year ended June 30, 2025 names TOM FORD.
- Who are the officers and directors of SANTA MONICA BAY FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 12 people; 4 received compensation from the organization, the highest $264,000 (TOM FORD, CHIEF EXECUTIVE OFCR).
- How much revenue does SANTA MONICA BAY FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $5,326,691, expenses of $4,924,683 and total assets of $2,712,735 at year end.
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