BAY FOUNDATION OF MORRO BAY

EIN: 770215847 501(c)(3)

MORRO BAY, CA

Total Revenue
$2,825,145
Total Expenses
$3,748,878
Total Assets
$24,962,697
Net Assets
$24,570,116
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1989
Legal Domicile
CA
Principal Officer
MELODIE GRUBBS
Phone
8057723834
Tax Period
2023-10-01 to 2024-09-30

BAY FOUNDATION OF MORRO BAY, founded in 1989, is a community nonprofit that reported $2.8M in total revenue in fiscal year 2023. Revenue surged 20% from the prior year, signaling strong growth momentum. Expenses of $3.7M exceeded revenue, resulting in a 33% operating deficit.

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 Service Accomplishments

Program 1
Expenses: $1,559,433

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...

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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 MANY 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.

Program 2
Expenses: $390,752

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...

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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.

Program 3
Expenses: $1,424,492

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...

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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.

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Trantor Score

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

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,863,787
Program Service Revenue $0
Investment Income $945,926
Other Revenue $15,432
TOTAL REVENUE $2,825,145

Expense Breakdown

Grants Paid $1,237,851
Salaries & Benefits $942,925
Fundraising Expenses $76,840
Program Expenses $3,390,999
Other Expenses $1,568,102
TOTAL EXPENSES $3,748,878

Year-over-Year Comparison

2023 2022 Change
Revenue $2,825,145 $2,345,304 +0.2%
Expenses $3,748,878 $1,781,939 +1.1%
Net Income $-923,733 $563,365 -2.6%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
9
Independent Members
9
Employees
20
Volunteers
387

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
5
$119,293
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
WILLIAM HENRY PRESIDENT 1.00
Officer Director
$0 $0 $0
JASON CURTIS VICE-PRESIDENT 1.00
Officer Director
$0 $0 $0
LEONARD MOOTHART TREASURER 1.00
Officer Director
$0 $0 $0
GARY RUGGERONE SECRETARY 1.00
Officer Director
$0 $0 $0
TOM EDELL DIRECTOR 1.00
Director
$0 $0 $0
SALLY KRENN DIRECTOR 1.00
Director
$0 $0 $0
RON MUNDS DIRECTOR 1.00
Director
$0 $0 $0
DEANNA RICHARDS DIRECTOR 1.00
Director
$0 $0 $0
SHAUNNA SULLIVAN DIRECTOR 1.00
Director
$0 $0 $0
MELODIE GRUBBS EXECUTIVE DIRECTOR 40.00
Officer
$108,163 $11,130 $119,293
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 $2,825,145 $3,748,878 $24,962,697 $-923,733
2023 $2,345,304 $1,781,939 $23,067,560 $563,365
2022 $2,833,360 $2,283,896 $21,069,078 $549,464
2021 $7,958,016 $1,659,171 $24,225,454 $6,298,845
2020 $1,420,953 $1,809,912 $16,197,027 $-388,959
2019 $2,561,609 $2,677,556 $16,542,388 $-115,947
2018 $1,424,094 $1,366,409 $16,594,495 $57,685
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