Nonprofit · EIN 51-0163015
MORRO BAY SENIOR CITIZENS INC
Tax-exempt · MORRO BAY, CA 93443
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $91,799 | $53,854 | $37,945 | $257,658 | $0 | $257,658 |
| December 31, 2024 | 990-EZ | $84,951 | $72,685 | $12,266 | $219,559 | $0 | $219,559 |
| December 31, 2023 | 990-EZ | $83,444 | $35,247 | $48,197 | $207,293 | $0 | $207,293 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $6,243
- Membership dues
- $14,695
- Investment income
- $9,790
- Net income from fundraising events
- $57,935
- Other revenue
- $3,136
Expenses
- Benefits paid to members
- $20,083
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $300
- Occupancy
- $4,131
- Printing, publications and postage
- $1,954
- Other expenses
- $27,386
- Program services (functional)
- $11,943
Balance sheet and other
- Total assets, start of year
- $219,559
- Total assets, end of year
- $257,658
- Total liabilities, end of year
- $0
- Net assets, end of year
- $257,658
- Cash, savings and investments
- $257,658
- Gross receipts
- $110,990
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-EZ for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CYNDE DONNELLY | 1ST VICE PRESIDENT | 7 | $0 |
| DONNA SHAW | 2ND VICE PRESIDENT | 10 | $0 |
| JOYCE RUFENACHT | RECORDING SECRETARY | 4 | $0 |
| DAVE PHILLIPS | TREASSURER | 10 | $0 |
| RICH RAUB | DIRECTOR 3 | 4 | $0 |
| LOUISE TOPPER | DIRECTOR 4 | 4 | $0 |
| BEVERLY SCHALWITZ | PRESIDENT | 10 | $0 |
990-EZ for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CYNDE DONNELLY | 1ST VICE PRESIDENT | 7 | $0 |
| DONNA SHAW | 2ND VICE PRESIDENT | 10 | $0 |
| JOYCE RUFENACHT | RECORDING SECRETARY | 4 | $0 |
| DAVE PHILLIPS | TREASSURER | 10 | $0 |
| RICH RAUB | DIRECTOR 3 | 4 | $0 |
| LOUISE TOPPER | DIRECTOR 4 | 4 | $0 |
| BEVERLY SCHALWITZ | PRESIDENT | 10 | $0 |
990-EZ for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BEVERLY SCHALWITZ | PRESIDENT | 10 | $0 |
| CYNDE DONNELLY | 1ST VICE PRESIDENT | 7 | $0 |
| CAROLE TRUESDALE | 2ND VICE PRESIDENT | 7 | $0 |
| DONNA SHAW | TREASURER | 10 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 603, MORRO BAY, CA 93443-0603
- In care of
- % BEVERLY SCHALWITZ
- Mailing address (990-N for 2022)
- PO Box 603, Morro Bay CA 93443
- Principal officer (990-N for 2022)
- Beverly Schalwitz, PO Box 603, Morro Bay CA 93443
- Signed the 990-EZ
- BEVERLY SCHALWITZ, PRESIDENT
- Phone
- (805) 772-4421
- Return prepared by
- Steve Larsen CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 51-0163015 or by the name MORRO BAY SENIOR CITIZENS INC.
- 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
HEALTH AND WELFARE BENEFITS TO SR CITIZE
Program accomplishments
- CONCERT SERIESExpenses $6,696
- BINGO GAMESExpenses $5,247
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 51-0163015
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1992
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $257,658
- Income (IRS master file)
- $110,990
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $91,799 | $53,854 | $257,658 | XML |
| 990-EZ | December 2024 | $84,951 | $72,685 | $219,559 | XML |
| 990-EZ | December 2023 | $83,444 | $35,247 | $207,293 | XML |
| 990-N for 2022 Officer: Beverly Schalwitz | December 31, 2022 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2016 Officer: ROBERT THOMAS | December 31, 2016 | ≤ $50,000 receipts | – | – | e-Postcard |
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 51-0163015).
Questions about MORRO BAY SENIOR CITIZENS INC
- What is the EIN of MORRO BAY SENIOR CITIZENS INC?
- The employer identification number (EIN) of MORRO BAY SENIOR CITIZENS INC is 51-0163015.
- Is MORRO BAY SENIOR CITIZENS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to MORRO BAY SENIOR CITIZENS INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MORRO BAY SENIOR CITIZENS INC 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 MORRO BAY SENIOR CITIZENS INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MORRO BAY SENIOR CITIZENS INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who is the principal officer of MORRO BAY SENIOR CITIZENS INC?
- The 990-N for 2022 names Beverly Schalwitz.
- Who are the officers and directors of MORRO BAY SENIOR CITIZENS INC?
- The 990-EZ for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does MORRO BAY SENIOR CITIZENS INC have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $91,799, expenses of $53,854 and total assets of $257,658 at year end.
Other nonprofits in MORRO BAY
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- FANANGEL FOUNDATION INC EIN 83-0678354 · last filed 990 for 2025
- PACIFIC WILDLIFE CARE EIN 77-0196350 · last filed 990 for 2024
- VISIT MORRO BAY EIN 86-4007724 · last filed 990 for 2025
- SHERIFFS RODEO FOUNDATION EIN 39-2399877 · last filed 990-N for 2025
- CENTRAL CALIFORNIA JOINT CABLE- FISHERIES LIAISON COMMITTEE EIN 77-0520415 · last filed 990 for 2025
- MORRO BAY YACHT CLUB EIN 95-2477156 · last filed 990 for 2024
- JOGA BONITO EIN 93-1528041 · last filed 990 for 2025