Nonprofit · EIN 77-0336404
COMMUNITY FOUNDATION OF ESTERO BAY INCORPORATED
Tax-exempt · MORRO BAY, CA 93443
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $66,085 | $72,241 | -$6,156 | $297,112 | – | $297,112 |
| June 30, 2024 | 990-EZ | $84,300 | $60,311 | $23,989 | $275,412 | – | $275,412 |
| June 30, 2023 | 990-EZ | $127,856 | $75,604 | $52,252 | $268,082 | $8,384 | $259,698 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $33,673
- Investment income
- $320
- Net income from fundraising events
- $32,092
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $2,911
- Printing, publications and postage
- $436
- Other expenses
- $68,894
- Program services (functional)
- $65,898
Balance sheet and other
- Total assets, start of year
- $275,412
- Total assets, end of year
- $297,112
- Total liabilities, end of year
- –
- Net assets, end of year
- $297,112
- Cash, savings and investments
- $297,112
- Gross receipts
- $75,566
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DOUG HALL | Treasurer | 2 | $0 |
| HANNAH HELD | President | 2 | $0 |
| ELYSE UNGAR | Director | 2 | $0 |
| RAWLEY REGIER | Secretary | 2 | $0 |
| SVEN HAMMER | Director | 2 | $0 |
| ANNIE CLAPP | Director | 2 | $0 |
| LETICIA P GROVER | Director | 2 | $0 |
| JOE FERNANDEZ | Director | 2 | $0 |
990-EZ for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DOUG HALL | Treasurer | 2 | $0 |
| HANNAH HELD | President | 2 | $0 |
| ELYSE UNGAR | Vice President | 2 | $0 |
| JANA BRAGG | Secretary | 2 | $0 |
990-EZ for the year ended June 30, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HANNAH HELD | PRESIDENT | 6 | $0 |
| ELYSE UNGER | VICE PRESIDE | 6 | $0 |
| DOUG HALL | TREASURER | 4 | $0 |
| KASEY COLLINS | SECRETARY | 5 | $0 |
| TRAVIS FORD | DIRECTOR | 3 | $0 |
| JALPA PATEL | DIRECTOR | 3 | $0 |
| JANA BRAGG | DIRECTOR | 3 | $0 |
| PIPER FEDROW | DIRECTOR | 3 | $0 |
| MARLENE PETER | BOARD MEMBER | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 131, MORRO BAY, CA 93443-0131
- In care of
- % HOMER W ALEXANDER
- Mailing address (990-N for 2011)
- 595 Harbor Street, Morro Bay CA 93442
- Principal officer (990-N for 2011)
- Marlene Peter, 595 Harbor Street, Morro Bay CA 93442
- Signed the 990-EZ
- DOUG HALL, Treasurer
- Phone
- (805) 772-8004
- Return prepared by
- CARMODY MEACH & CHOO LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0336404 or by the name COMMUNITY FOUNDATION OF ESTERO BAY INCORPORATED.
- 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 recreational scholarships to financially assist needy families.
Program accomplishments
- Provides recreational scholarships to financially assist families in need.These scholarships offset the cost for their childrens' participation in recreational activities.Expenses $65,898
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-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 77-0336404
- 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
- 1994
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T31Z)
- Assets (IRS master file)
- $297,112
- Income (IRS master file)
- $75,566
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $66,085 | $72,241 | $297,112 | IRS |
| 990-EZ | June 2024 | $84,300 | $60,311 | $275,412 | XML |
| 990-EZ | June 2023 | $127,856 | $75,604 | $268,082 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-N for 2011 Officer: Marlene Peter | June 30, 2012 | ≤ $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 77-0336404).
Questions about COMMUNITY FOUNDATION OF ESTERO BAY INCORPORATED
- What is the EIN of COMMUNITY FOUNDATION OF ESTERO BAY INCORPORATED?
- The employer identification number (EIN) of COMMUNITY FOUNDATION OF ESTERO BAY INCORPORATED is 77-0336404.
- Is COMMUNITY FOUNDATION OF ESTERO BAY INCORPORATED tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to COMMUNITY FOUNDATION OF ESTERO BAY INCORPORATED tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does COMMUNITY FOUNDATION OF ESTERO BAY INCORPORATED 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 COMMUNITY FOUNDATION OF ESTERO BAY INCORPORATED 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 COMMUNITY FOUNDATION OF ESTERO BAY INCORPORATED last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who is the principal officer of COMMUNITY FOUNDATION OF ESTERO BAY INCORPORATED?
- The 990-N for 2011 names Marlene Peter.
- Who are the officers and directors of COMMUNITY FOUNDATION OF ESTERO BAY INCORPORATED?
- The 990-EZ for the year ended June 30, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does COMMUNITY FOUNDATION OF ESTERO BAY INCORPORATED have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $66,085, expenses of $72,241 and total assets of $297,112 at year end.
Other nonprofits in MORRO BAY
- MORRO BAY LIONS FOUNDATION EIN 81-5106137 · last filed 990-N for 2025
- CRUISIN MORRO BAY CAR SHOW INC EIN 20-0146951 · last filed 990 for 2025
- MORNING DEWS FOUNDATION EIN 33-2138431 · last filed 990-PF for 2025
- MORRO GROUP INC EIN 30-0791128 · last filed 990-N for 2025
- BAY FOUNDATION OF MORRO BAY CALIFORNIA SAN LUIS OBISPO COUNTY EIN 77-0215847 · last filed 990 for 2025
- 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
All nonprofits in MORRO BAY · California · Philanthropy, voluntarism and grantmaking foundations