MORRO BAY COMMUNITY QUOTA FUND (EIN 462273232) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Phone

8054406137

Tax Period

2023-01-01 to 2023-12-31

MORRO BAY COMMUNITY QUOTA FUND, founded in 2004, is a small nonprofit in the Community Improvement sector that reported $143K in total revenue in fiscal year 2023. Revenue decreased 11% compared to the prior year. The organization ran a surplus of $75K, a strong 53% operating margin.

Mission

TO OBTAIN, ADMINISTER AND MANAGE LEGALLY RECOGNIZED AND ENFORCEABLE FISHING PRIVILEGES FROM VARIOUS AGENCIES, ORGANIZATIONS AND/OR INVDIVIDUALS AND HOLD THEM IN THE SAN LUIS OBISPO COUNTY.(MORE DETAILS ON SCHEDULE O).

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $142,865

Investment Income $0

Other Revenue $34

TOTAL REVENUE $142,899

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $66,133

Other Expenses $67,489

TOTAL EXPENSES $67,489

Year-over-Year Comparison

	2023	2022	Change
Revenue	$142,899	$160,702	-0.1%
Expenses	$67,489	$58,658	+0.2%
Net Income	$75,410	$102,044	-0.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAPT JEREMIAH O'BRIEN	Director	0.50	Director	$0	$0	$0
DR DEAN WENDT	Director	0.50	Director	$0	$0	$0
EDWARD BACKUS	Director	0.50	Director	$0	$0	$0
ERIC ENDERSBY	President	1.00	Officer	$0	$0	$0
ANDREA LUEKER	Vice President	1.00	Officer	$0	$0	$0
CHRIS KUBIAK	Secretary	1.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$142,899	$67,489	$2,451,127	$75,410
2022	$160,702	$58,658	$2,375,716	$102,044
2021	$150,009	$60,270	$2,273,672	$89,739
2020	$165,841	$63,175	$2,183,933	$102,666
2019	$243,590	$75,564	$2,144,793	$168,026
2018	$161,349	$96,522	$2,093,134	$64,827

MORRO BAY COMMUNITY QUOTA FUND