Nonprofit · EIN 77-0215847
BAY FOUNDATION OF MORRO BAY CALIFORNIA SAN LUIS OBISPO COUNTY
Tax-exempt · MORRO BAY, CA 93442
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $6,205,280 | $2,449,092 | $3,756,188 | $26,943,958 | $325,140 | $26,618,818 |
| September 30, 2024 | 990 | $2,825,145 | $3,748,878 | -$923,733 | $24,962,697 | $392,581 | $24,570,116 |
| September 30, 2023 | 990 | $2,345,304 | $1,781,939 | $563,365 | $23,067,560 | $354,501 | $22,713,059 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $1,768,932
- of which government grants
- $1,734,273
- Program service revenue
- $230,240
- Investment income
- $4,190,676
- Net rental income
- $15,432
- Net gain from sales of assets
- $3,456,844
- Other revenue
- $15,432
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $132,338
- Other salaries and wages
- $735,694
- Salaries, compensation and benefits (total)
- $1,019,227
- Professional fundraising fees
- $0
- Accounting fees
- $40,457
- Occupancy
- $70,704
- Travel
- $26,148
- Depreciation
- $44,620
- Program services (functional)
- $2,045,938
- Management and general (functional)
- $328,663
- Fundraising (functional)
- $74,491
Balance sheet and other
- Total assets, start of year
- $24,962,697
- Total assets, end of year
- $26,943,958
- Total liabilities, end of year
- $325,140
- Net assets, end of year
- $26,618,818
- Land, buildings and equipment
- $193,497
- Publicly traded securities
- $22,976,781
- Net assets without donor restrictions
- $3,230,939
- Net assets with donor restrictions
- $23,387,879
- Gross unrelated business income
- $3,460,377
- Gross receipts
- $20,027,793
- Employees
- 22
- Volunteers
- 396
- Year formed
- 1989
- 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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MELODIE GRUBBS | EXECUTIVE DIRECTOR Officer | 40 | $108,921 | $14,993 |
| WILLIAM HENRY | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| JASON CURTIS | VICE-PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| LEONARD MOOTHART | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| GARY RUGGERONE | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| TOM EDELL | DIRECTOR - PART YEAR Trustee or director | 1 | $0 | $0 |
| SALLY KRENN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RON MUNDS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KYLE NESSEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DEANNA RICHARDS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SHAUNNA SULLIVAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended September 30, 2024: 10 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MELODIE GRUBBS | EXECUTIVE DIRECTOR Officer | 40 | $108,163 | $11,130 |
| WILLIAM HENRY | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| JASON CURTIS | VICE-PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| LEONARD MOOTHART | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| GARY RUGGERONE | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| TOM EDELL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SALLY KRENN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RON MUNDS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DEANNA RICHARDS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SHAUNNA SULLIVAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended September 30, 2023: 10 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MELODIE GRUBBS | EXECUTIVE DIRECTOR Officer | 40 | $87,343 | $8,691 |
| WILLIAM HENRY | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| JASON CURTIS | VICE-PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| LEONARD MOOTHART | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| GARY RUGGERONE | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| TOM EDELL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SALLY KRENN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RON MUNDS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DEANNA RICHARDS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SHAUNNA SULLIVAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 601 EMBARCADERO STE 11, MORRO BAY, CA 93442-2280
- Principal officer (990 for 2024)
- ANN KITAJIMA, 601 EMBARCADERO STE 11, MORRO BAY, CA 93442
- Signed the 990
- ANN KITAJIMA, EXECUTIVE DIRECTOR
- Phone
- (805) 772-3834
- Website
- WWW.BAYFOUNDATIONMB.ORG
- Return prepared by
- GLENN BURDETTE
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0215847 or by the name BAY FOUNDATION OF MORRO BAY CALIFORNIA SAN LUIS OBISPO COUNTY.
- 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
TO PROVIDE LEADERSHIP IN RESTORING, ENHANCING, AND PROTECTING THE MARINE RESOURCES AND WATERSHEDS OF MORRO BAY, ESTERO BAY, AND THE CENTRAL COAST OF CALIFORNIA.
Program accomplishments
- THE MORRO BAY NATIONAL ESTUARY PROGRAM IS A NON-REGULATORY, NON-PROFIT ORGANIZATION THAT BRINGS TOGETHER CITIZENS, LOCAL GOVERNMENTS, NON-PROFITS, AGENCIES, AND LANDOWNERS TO PROTECT AND RESTORE THE MORRO BAY ESTUARY. MORRO BAY NATIONAL ESTUARY PROGRAM STAFF CONDUCTS MONITORING AND RESEARCH, RESTORES NATURAL HABITATS, AND EDUCATES RESIDENTS AND VISITORS ON HOW TO KEEP MORRO BAY CLEAN AND HEALTHY.A CLEAN AND HEALTHY MORRO BAY MEANS A VIBRANT LOCAL ECONOMY, HEALTHY RESIDENTS, AND A FLOURISHING NATURAL ENVIRONMENT. THE ESTUARY PROGRAM RELIES ON DIVERSE FUNDING SOURCES, AS WELL AS 100+ VOLUNTEERS AND BUSINESSES THAT DONATE THEIR TIME AND SERVICES. THE PROGRAM COVERS THE ENTIRE MORRO BAY ESTUARY'S WATERSHED WITH A POPULATION OF APPROXIMATELY 30,000 PEOPLE.Expenses $1,451,066 · revenue $230,240
- THE CENTRAL COAST AMBIENT MONITORING PROGRAM (CCAMP) IS THE CENTRAL COAST REGIONAL WATER QUALITY CONTROL BOARD'S REGIONALLY SCALED WATER QUALITY MONITORING AND EVALUATION PROGRAM. THE PURPOSE OF THE PROGRAM IS TO PROVIDE SCIENTIFIC INFORMATION TO REGIONAL BOARD STAFF AND THE PUBLIC, TO PROTECT, RESTORE, AND ENHANCE THE QUALITY OF THE WATERS OF CENTRAL REGION OF CALIFORNIA. THE CCAMP MISSION IS TO COLLECT, ASSESS, AND DISSEMINATE WATER QUALITY INFORMATION TO AIDE DECISION MAKERS AND THE PUBLIC IN MAINTAINING, RESTORING AND ENHANCING WATER QUALITY AND ASSOCIATED BENEFICIAL USES IN THE CENTRAL COAST REGION. THE CENTRAL COAST REGION INCLUDES: SAN LUIS OBISPO, MONTEREY, SANTA CRUZ, SANTA BARBARA, SAN BENITO, AND PART OF SANTA CLARA AND VENTURA COUNTIES.Expenses $420,564
- THE GROUNDWATER ASSESSMENT AND PROTECTION PROGRAM (GAP OR CCAMP-GAP) IS AN INTEGRAL COMPONENT OF THE CENTRAL COAST AMBIENT MONITORING PROGRAM (CCAMP). OVER EIGHTY PERCENT OF THE PEOPLE LIVING ON THE CENTRAL COAST RELY ON GROUNDWATER FOR THEIR DRINKING WATER AND OTHER USES. A REGIONAL GROUNDWATER MONITORING PROGRAM IS ESSENTIAL TO IDENTIFY AREAS OF POTENTIALLY UNSAFE DRINKING WATER SUPPLY, MEASURE INDIVIDUAL GROUNDWATER BASIN HEALTH, AND DETERMINE THE EFFECTIVENESS OF OUR EFFORTS TO PROTECT AND IMPROVE GROUNDWATER QUALITY. MANY LOCAL AGENCIES MONITOR GROUNDWATER QUALITY TO SOME DEGREE, OR HAVE THE POTENTIAL TO DO SO, AND THERE IS A GREAT OPPORTUNITY FOR THE WATER BOARD TO COORDINATE AND LEVERAGE THESE LOCAL EFFORTS INTO A STATE-OF-THE-ART GROUNDWATER PROTECTION PROGRAM.Expenses $156,370
- THE MISSION OF THE CENTRAL COAST LOW IMPACT DEVELOPMENT INITIATIVE (LIDI) IS TO SUPPORT THE VISION OF HEALTHY WATERSHEDS THROUGH THE IMPLEMENTATION OF LID DESIGN PRINCIPLES, HYDROMODIFICATION CONTROLS, AND SUSTAINABLE DEVELOPMENT THROUGH THE CENTRAL COAST REGION. THE CENTRAL COAST REGION INCLUDES: SAN LUIS OBISPO, MONTEREY, SANTA CRUZ, SANTA BARBARA, SAN BENITO, AND PART OF SANTA CLARA AND VENTURA COUNTIESIN 2009, THE CENTRAL COAST WATER BOARD ESTABLISHED A LOW IMPACT DEVELOPMENT ENDOWMENT FUND (LID FUND) WITH THE BAY FOUNDATION OF MORRO BAY. THIS FUND PROVIDES SUPPORT FOR THE LIDI, WHICH OPERATES IN PARTNERSHIP WITH UC DAVIS EXTENSION, LAND USE AND NATURAL RESOURCES PROGRAM. LIDI SERVICES FOCUS ON THE PLANNING, DESIGN, AND IMPLEMENTATION OF LID PROJECTS AND PROGRAMS. THIS INCLUDES TRAINING, REGULATORY COMPLIANCE, SITE SPECIFIC PROJECT DESIGNS, AND LARGE SCALE, LONG-TERM COMMUNITY LEVEL PLANNING. WORK IS CONDUCTED BY THE PROGRAM DIRECTOR AND BY FIRMS AND PARTNERS SELECTED FOR THEIR SPECIFIC EXPERTISE RELATED TO LID IMPLEMENTATION.Expenses $17,938
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 77-0215847
- 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
- 1990
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $26,943,958
- Income (IRS master file)
- $20,027,793
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $6,205,280 | $2,449,092 | $26,943,958 | XML |
| 990-T | September 2025 | – | – | – | IRS |
| 990 | September 2024 | $2,825,145 | $3,748,878 | $24,962,697 | XML |
| 990-T | September 2024 | – | – | – | IRS |
| 990 | September 2023 | $2,345,304 | $1,781,939 | $23,067,560 | XML |
| 990-T | September 2023 | – | – | – | IRS |
| 990 | September 2022 | $2,833,360 | $2,283,896 | $21,069,078 | IRS |
| 990-T | September 2022 | – | – | – | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990-T | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | 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 77-0215847).
Questions about BAY FOUNDATION OF MORRO BAY CALIFORNIA SAN LUIS OBISPO COUNTY
- What is the EIN of BAY FOUNDATION OF MORRO BAY CALIFORNIA SAN LUIS OBISPO COUNTY?
- The employer identification number (EIN) of BAY FOUNDATION OF MORRO BAY CALIFORNIA SAN LUIS OBISPO COUNTY is 77-0215847.
- Is BAY FOUNDATION OF MORRO BAY CALIFORNIA SAN LUIS OBISPO COUNTY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to BAY FOUNDATION OF MORRO BAY CALIFORNIA SAN LUIS OBISPO COUNTY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BAY FOUNDATION OF MORRO BAY CALIFORNIA SAN LUIS OBISPO COUNTY 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 BAY FOUNDATION OF MORRO BAY CALIFORNIA SAN LUIS OBISPO COUNTY due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BAY FOUNDATION OF MORRO BAY CALIFORNIA SAN LUIS OBISPO COUNTY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of BAY FOUNDATION OF MORRO BAY CALIFORNIA SAN LUIS OBISPO COUNTY?
- The 990 for the year ended September 30, 2025 names ANN KITAJIMA.
- Who are the officers and directors of BAY FOUNDATION OF MORRO BAY CALIFORNIA SAN LUIS OBISPO COUNTY?
- The 990 for the year ended September 30, 2025 lists 11 people; 1 received compensation from the organization, the highest $108,921 (MELODIE GRUBBS, EXECUTIVE DIRECTOR).
- How much revenue does BAY FOUNDATION OF MORRO BAY CALIFORNIA SAN LUIS OBISPO COUNTY have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $6,205,280, expenses of $2,449,092 and total assets of $26,943,958 at year end.
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- 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
- INFINITE MUSIC FOUNDATION EIN 46-2959266 · last filed 990 for 2025